Bard Financial Services, Inc. Portfolio Holdings

Bard Financial Services, Inc.

  • $819 Million
  • Q4 2024

Bard Financial Services, Inc. has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $819 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $122M, Microsoft Corp with a value of $66.1M, Walmart Inc. with a value of $28.2M, Home Depot, Inc. with a value of $24.5M, and Berkshire Hathaway Inc Class B with a value of $20M.

Examining the 13F form we can see an decrease of $20.2M in the current position value, from $840M to 819M.

Below you can find more details about Bard Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $819 Million
Technology: $252 Million
Financial Services: $111 Million
Consumer Defensive: $109 Million
Healthcare: $99.1 Million
Consumer Cyclical: $84.1 Million
Communication Services: $51.8 Million
Industrials: $43.9 Million
Energy: $42.3 Million
Other: $26.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$122 Million 14.93% of portfolio
488,717
Q4 2024 Added 0.78%
$3.12T
$66.1 Million 8.07% of portfolio
156,858
Q4 2024 Reduced 1.51%
$252B
$28.2 Million 3.44% of portfolio
312,170
Q4 2024 Added 0.35%
$399B
$24.5 Million 2.98% of portfolio
62,869
Q4 2024 Reduced 2.1%
$576B
$20 Million 2.44% of portfolio
44,065
Q4 2024 Reduced 1.51%
$208B
$16.5 Million 2.01% of portfolio
56,860
Q4 2024 Reduced 0.96%
$0
$14.7 Million 1.8% of portfolio
465,384
Q4 2024 Reduced 4.52%
$371B
$14.5 Million 1.77% of portfolio
100,028
Q4 2024 Reduced 0.21%
$150B
$13.8 Million 1.68% of portfolio
518,347
Q4 2024 Added 0.16%
$123B
$13.3 Million 1.62% of portfolio
27,369
Q4 2024 Added 0.24%
$310B
$12.3 Million 1.5% of portfolio
69,130
Q4 2024 Reduced 0.18%
$2.23T
$12.2 Million 1.49% of portfolio
55,690
Q4 2024 Added 0.86%
$376B
$11.8 Million 1.44% of portfolio
70,211
Q4 2024 Reduced 0.39%
$704B
$11.4 Million 1.4% of portfolio
47,730
Q4 2024 Reduced 0.83%
$264B
$11.3 Million 1.37% of portfolio
180,896
Q4 2024 Reduced 0.89%
$1.15T
$11.2 Million 1.36% of portfolio
59,090
Q4 2024 Added 1.91%
$197B
$10.8 Million 1.32% of portfolio
70,871
Q4 2024 Added 0.11%
$159B
$10.8 Million 1.31% of portfolio
268,855
Q4 2024 Added 0.22%
$251B
$10.4 Million 1.26% of portfolio
104,153
Q4 2024 Reduced 1.47%
$362B
$9.95 Million 1.21% of portfolio
226,325
Q4 2024 Reduced 1.42%
$148B
$9.32 Million 1.14% of portfolio
57,280
Q4 2024 Added 0.26%
$444B
$9.19 Million 1.12% of portfolio
85,400
Q4 2024 Added 0.29%
$300B
$9.09 Million 1.11% of portfolio
62,735
Q4 2024 Added 0.32%
$241B
$9.02 Million 1.1% of portfolio
152,435
Q4 2024 Reduced 0.11%
$1.18T
$8.65 Million 1.06% of portfolio
45,445
Q4 2024 Added 0.11%
$191B
$8.08 Million 0.99% of portfolio
14,115
Q4 2024 Reduced 0.7%
$195B
$7.35 Million 0.9% of portfolio
85,390
Q4 2024 Reduced 3.94%
$91.2B
$7.33 Million 0.89% of portfolio
140,222
Q4 2024 Reduced 4.19%
$140B
$7.12 Million 0.87% of portfolio
27,310
Q4 2024 Reduced 3.1%
$415B
$6.97 Million 0.85% of portfolio
7,610
Q3 2024 Added 32.12%
$85.1B
$6.96 Million 0.85% of portfolio
34,480
Q3 2024 Added 1,518.78%
$2.9B
$6.86 Million 0.84% of portfolio
843,115
Q4 2024 Reduced 9.19%
$34.7B
$6.87 Million 0.84% of portfolio
107,800
Q4 2024 Reduced 0.62%
$43.5B
$6.6 Million 0.81% of portfolio
2,426,305
Q4 2024 Added 0.56%
$106B
$6.57 Million 0.8% of portfolio
72,103
Q4 2024 Reduced 0.28%
$63B
$6.37 Million 0.78% of portfolio
141,857
Q4 2024 Reduced 9.96%
$37.3B
$6.23 Million 0.76% of portfolio
81,535
Q3 2024 Added 326.66%
$197B
$6.24 Million 0.76% of portfolio
55,135
Q4 2024 Reduced 1.78%
$160B
$6.25 Million 0.76% of portfolio
166,410
Q4 2024 Reduced 1.66%
$182B
$6.12 Million 0.75% of portfolio
50,877
Q4 2024 Reduced 2.91%
$1.38T
$5.57 Million 0.68% of portfolio
9,450
Q4 2024 Reduced 0.79%
$266B
$5.33 Million 0.65% of portfolio
75,830
Q4 2024 Reduced 14.18%
$1.25T
$5.32 Million 0.65% of portfolio
13,185
Q4 2024 Added 92.76%
$155B
$5.29 Million 0.65% of portfolio
232,175
Q4 2024 Reduced 0.96%
$88B
$5.27 Million 0.64% of portfolio
124,290
Q4 2024 Added 0.57%
$3.87B
$5.17 Million 0.63% of portfolio
281,475
Q4 2024 Added 0.18%
$117B
$5.11 Million 0.62% of portfolio
29,625
Q4 2024 Reduced 0.84%
$70B
$5 Million 0.61% of portfolio
159,450
Q4 2024 Reduced 9.34%
$1.08T
$4.61 Million 0.56% of portfolio
23,343
Q4 2024 Reduced 2.1%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $819 Million
  • Prior Value $840 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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