Beirne Wealth Consulting Services, LLC Acquires iShares Residential and Multi-Industry Real Estate ET,…

investment company Beirne Wealth Consulting Services, LLC (Current portfolio) buys iShares Residential and Multisector Real Estate ET, ARK Innovation ETF, Invesco Variable Rate Preferred ETF, VanEck Gold Miners ETF, Newmont Corp, sells iShares Core MSCI Emerging Markets ETF, iShares MSCI Intl Multifactor ETF, iShares MSCI Emerging Markets ETF, Invesco Dynamic Large Cap Growth ETF, BTC iShares MSCI Emerging Markets Multifactor ETF during the 3 months ended Q4 2021, according to the latest filings from investment firm Beirne Wealth Consulting Services, LLC. As of Q4 2021, Beirne Wealth Consulting Services, LLC owns 104 shares with a total value of $183 million. These are the details of purchases and sales.

  • New purchases: REZ, VRP, NEM, VOO, ORCL, NEA, GAME, GAME,

  • Positions added: IWD, AGG, HYG, ARKK, GDX, FLOT, IEFA, LRGF, IVV, DRRX, PAAS, SMLF, IJH, BAC, IJR, XOM, ALT, WTRH, MS, DUK, V,

  • Reduced positions: IEMG, INTF, EEM, EMGF, IWF, IJJ, ACWI, IWM, IWN, AMLP, AMZN, DVYE, VWO, FCX, PYPL, GOOG, MSFT, XLK, IYJ, T, PDS, ITB, AAPL, OIH, JNJ, COOP, CCJ, VB, VEA, EFV, AMZA, EQX, HON,

  • Solder: PWB, NAVI, XLF, DKNG, DIS, PLTR, NVAX, FB, EFA, EWZ, EXAS, EPOL, STNG, MNKD, GCI, SDC, IMMP, NAK,

For details on purchases and sales of shares of Beirne Wealth Consulting Services, LLC,
go to https://www.gurufocus.com/guru/beirne+wealth+consulting+services%2C+llc/current-portfolio/portfolio

Here are the top 5 titles of Beirne Wealth Consulting Services, LLC

  1. iShares Core S&P 500 ETF (IVV) – 42,257 shares, 11.03% of the total portfolio. Shares added 1.58%

  2. iShares MSCI USA Multifactor ETF (LRGF) – 392,459 shares, 10.00% of the total portfolio. Shares added 1.75%

  3. iShares Core US Aggregate Bond ETF (AGG) – 141,986 shares, 8.86% of the total portfolio. Shares added 10.73%

  4. iShares Russell 1000 Value ETF (IWD) – 86,232 shares, 7.93% of total portfolio. Shares added 12.23%

  5. iShares MSCI ACWI Index Fund (ACWI) – 103,437 stocks, 5.99% of total portfolio. Shares reduced by 2.42%

New purchase: iShares Residential and Multi-Sector Real Estate ET (REZ)

Beirne Wealth Consulting Services, LLC has initiated an equity stake in iShares Residential and Multisector Real Estate ET. Purchase prices were between $85.52 and $98.23, with an estimated average price of $91.57. The stock is now trading at around $93.170000. The impact on a portfolio of this purchase is 0.68%. The holding was 12,600 shares as of 12/31/2021.

New Buy: Invesco Preferred Floating Rate ETF (VRP)

Beirne Wealth Consulting Services, LLC initiated a holding in Invesco Variable Rate Preferred ETF. Purchase prices were between $25.44 and $25.91, with an estimated average price of $25.72. The stock is now trading at around $25.270000. The impact on a portfolio of this purchase is 0.34%. The holding was 24,083 shares as of 12/31/2021.

New purchase: Newmont Corp (NEM)

Beirne Wealth Consulting Services, LLC has initiated an equity stake in Newmont Corp. Purchase prices were between $53.27 and $62.02, with an estimated average price of $56.75. The stock is now trading at around $61.800000. The impact on a portfolio of this purchase was 0.28%. The holding was 8,172 shares as of 12/31/2021.

New purchase: Vanguard S&P 500 ETF (VOO)

Beirne Wealth Consulting Services, LLC has initiated a stake in Vanguard S&P 500 ETF. Purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now trading at around $410.590000. The impact on a portfolio of this purchase is 0.22%. The holding was 918 shares as of 12/31/2021.

New purchase: Oracle Corp (ORCL)

Beirne Wealth Consulting Services, LLC began to own Oracle Corp. Purchase prices were between $87.21 and $103.65, with an estimated average price of $93.89. The stock is now trading at around $81.940000. The impact on a portfolio of this purchase is 0.11%. The holding was 2,373 shares as of 12/31/2021.

New purchase: Nuveen Municipal Income Fund without AMT (NEA)

Beirne Wealth Consulting Services, LLC has initiated an equity stake in Nuveen AMT-Free Municipal Income Fund. Purchase prices were between $14.87 and $15.6, with an estimated average price of $15.22. The stock is now trading at around $14.090000. The impact on a portfolio of this purchase is 0.11%. The holding was 13,162 shares as of 12/31/2021.

Added: ARK Innovation ETF (ARKK)

Beirne Wealth Consulting Services, LLC added 29.15% to its stake in ARK Innovation ETF. Purchase prices were between $91.12 and $124.1, with an estimated average price of $108.29. The stock is now trading at around $69.040000. The impact on a portfolio of this purchase is 0.65%. The holding was 55,742 shares as of 12/31/2021.

Added: VanEck Gold Miners ETF (GDX)

Beirne Wealth Consulting Services, LLC added a 126.23% stake in VanEck Gold Miners ETF. Purchase prices were between $29.16 and $34.3, with an estimated average price of $31.49. The stock is now trading at around $30.250000. The impact on a portfolio of this purchase is 0.32%. The holding was 32,321 shares as of 12/31/2021.

Added: Waitr Holdings Inc (WTRH)

Beirne Wealth Consulting Services, LLC added 33.33% to its stake in Waitr Holdings Inc. Buy prices were between $0.74 and $2.05, with an estimated average price of $1.16. The stock is now trading at around $0.508500. The impact on a portfolio of this purchase is 0.01%. The holding was 80,000 shares as of 12/31/2021.

Sold Out: Invesco Dynamic Large Cap Growth ETF (PWB)

Beirne Wealth Consulting Services, LLC has sold a stake in Invesco Dynamic Large Cap Growth ETF. Selling prices were between $73.2 and $82.12, with an estimated average price of $78.82.

Sold Out: Navient Corp (NAVI)

Beirne Wealth Consulting Services, LLC has sold an interest in Navient Corp. Selling prices were between $18.58 and $21.66, with an estimated average price of $20.26.

Sold Out: Selected Financial Sector SPDR (XLF)

Beirne Wealth Consulting Services, LLC has sold an interest in Financial Select Sector SPDR. Selling prices were between $37.36 and $40.43, with an estimated average price of $39.16.

Sold out: DraftKings Inc (DKNG)

Beirne Wealth Consulting Services, LLC sold a stake in DraftKings Inc. Sale prices were between $26.59 and $49.82, with an estimated average price of $38.79.

Sold out: The Walt Disney Co (DIS)

Beirne Wealth Consulting Services, LLC sold an interest in The Walt Disney Co. Sale prices were between $142.15 and $177.71, with an estimated average price of $161.

Sold Out: Palantir Technologies Inc (PLTR)

Beirne Wealth Consulting Services, LLC sold an interest in Palantir Technologies Inc. Sale prices were between $17.96 and $26.75, with an estimated average price of $21.99.

Here is the full portfolio of Beirne Wealth Consulting Services, LLC. See also:

1. Beirne Wealth Consulting Services, LLC Undervalued Stock

2. Top Growth Companies from Beirne Wealth Consulting Services, LLC, and

3. Beirne Wealth Consulting Services, LLC High Yield Stock

4. Stocks Beirne Wealth Consulting Services, LLC continues to buyThis article first appeared on GuruFocus.