Beirne Wealth Consulting Services is an investment fund managing more than $202 billion ran by Dennis Grubelic. There are currently 120 companies in Mr. Grubelic’s portfolio. The largest investments include Ishares Tr and Microsoft, together worth $121 billion.
Limited to 30 biggest holdings
$202 billion Assets Under Management (AUM)
As of 30th January 2024, Beirne Wealth Consulting Services’s top holding is 1,368,905 shares of Ishares Tr currently worth over $115 billion and making up 56.8% of the portfolio value.In addition, the fund holds 16,020 shares of Microsoft worth $6.03 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Apple Inc worth $4.48 billion and the next is Altimmune Inc worth $3.42 billion, with 303,800 shares owned.
Currently, Beirne Wealth Consulting Services's portfolio is worth at least $202 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Beirne Wealth Consulting Services
The Beirne Wealth Consulting Services office and employees reside in Shelton, Connecticut. According to the last 13-F report filed with the SEC, Dennis Grubelic serves as the CCO at Beirne Wealth Consulting Services.
