Bard Financial Services, Inc. Reduced Holdings in Q3 2025

Bard Financial Services, Inc.

  • $885 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-9.7K
- 13.86%
$45.38 - $71.7 $440K - $695K
60.3K $3.34M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-38.6K
- 36.78%
$46.69 - $59.27 $1.8M - $2.29M
66.4K $3.52M
PM
Philip Morris International Inc.

Consumer Defensive
-1.48K
- 2.92%
$157.77 - $183.27 $233K - $270K
49K $7.94M
LYG
Lloyds Banking Group PLC

Financial Services
-403K
- 19.65%
$4.03 - $4.63 $1.63M - $1.87M
1.65M $7.49M
COST
Costco Wholesale Corp

Consumer Defensive
-825
- 12.61%
$915.95 - $994.57 $756K - $821K
5.72K $5.29M
EL
Estee Lauder Companies Inc

Consumer Defensive
-16K
- 44.3%
$83.65 - $95.26 $1.33M - $1.52M
20.1K $1.77M
SBUX
Starbucks Corp

Consumer Cyclical
-1.8K
- 2.61%
$81.9 - $96.86 $147K - $174K
67.3K $5.69M
PG
Procter & Gamble CO

Consumer Defensive
-325
- 0.47%
$150.47 - $161.22 $48.9K - $52.4K
69.4K $10.7M
WFC
Wells Fargo & Company

Financial Services
-7.9K
- 11.2%
$77.05 - $85.16 $608K - $672K
62.6K $5.25M
WM
Waste Management Inc

Industrials
-150
- 0.44%
$213.88 - $237.1 $32.1K - $35.6K
33.8K $7.46M
ABT
Abbott Laboratories

Healthcare
-550
- 1.02%
$120.51 - $136.62 $66.3K - $75.1K
53.6K $7.18M
IBM
International Business Machines Corp

Technology
-125
- 1.07%
$234.77 - $292.47 $29.3K - $36.6K
11.6K $3.27M
CSCO
Cisco Systems, Inc.

Technology
-375
- 0.25%
$66.2 - $71.79 $24.8K - $26.9K
151K $10.3M
OKE
Oneok Inc

Energy
-750
- 6.02%
$71.36 - $83.47 $53.5K - $62.6K
11.7K $854K
IFF
International Flavors & Fragrances Inc

Basic Materials
-1K
- 22.1%
$60.3 - $77.46 $60.3K - $77.5K
3.53K $216K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-12.5K
- 31.25%
$10.21 - $11.08 $128K - $139K
27.5K $304K
APD
Air Products & Chemicals, Inc.

Basic Materials
-25
- 0.26%
$265.78 - $299.3 $6.64K - $7.48K
9.45K $2.58M
AMZN
Amazon Com Inc

Consumer Cyclical
-475
- 0.91%
$211.65 - $238.24 $101K - $113K
51.6K $11.3M
BDX
Becton Dickinson & CO

Healthcare
-850
- 18.54%
$172.41 - $199.66 $147K - $170K
3.74K $699K
AMT
American Tower Corp

Real Estate
-50
- 1.85%
$192.32 - $232.35 $9.62K - $11.6K
2.65K $509K
CCI
Crown Castle International Corp

Real Estate
-300
- 5.63%
$92.96 - $113.91 $27.9K - $34.2K
5.03K $484K
DVN
Devon Energy Corp

Energy
-4.1K
- 15.24%
$31.75 - $36.99 $130K - $152K
22.8K $799K
META
Meta Platforms, Inc.

Communication Services
-30
- 0.35%
$695.21 - $791.73 $20.9K - $23.8K
8.53K $6.26M
UBER
Uber Technologies, Inc

Technology
-1.2K
- 8.65%
$86.91 - $99.57 $104K - $119K
12.7K $1.24M
DLR
Digital Realty Trust, Inc.

Real Estate
-250
- 8.5%
$161.21 - $180.02 $40.3K - $45K
2.69K $465K
NXPI
Nxp Semiconductors N.V.

Technology
-250
- 21.46%
$205.16 - $239.07 $51.3K - $59.8K
915 $208K
VRT
Vertiv Holdings CO

Industrials
-375
- 1.81%
N/A
20.3K $1.76M
MCK
Mckesson Corp

Healthcare
-50
- 14.29%
$659.01 - $772.54 $33K - $38.6K
300 $231K
MMM
3 M CO

Industrials
-200
- 6.97%
$144.41 - $160.2 $28.9K - $32K
2.67K $414K
MRVL
Marvell Technology, Inc.

Technology
-500
- 13.35%
$62.31 - $84.07 $31.2K - $42K
3.25K $272K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
-10K
- 50.0%
$0.94 - $1.37 $9.4K - $13.7K
10K $9K
GILD
Gilead Sciences, Inc.

Healthcare
-100
- 0.36%
$108.22 - $120.47 $10.8K - $12K
27.7K $3.08M
VEEV
Veeva Systems Inc

Healthcare
-75
- 3.9%
$269.2 - $297.91 $20.2K - $22.3K
1.85K $551K
Ge Healthcare Technologies Inc Com
-30
- 0.62%
N/A
4.8K $0
Blackrock Inc New Com
-25
- 0.68%
N/A
3.68K $0
HII
Huntington Ingalls Industries, Inc.

Industrials
-1.25K
- 16.02%
$246.31 - $287.91 $308K - $360K
6.56K $1.89M
PSLV
Sprott Physical Silver Trust

Financial Services
-1.95K
- 13.04%
$12.24 - $15.73 $23.9K - $30.7K
13K $204K
TPR
Tapestry, Inc.

Consumer Cyclical
-600
- 14.12%
$86.48 - $116.14 $51.9K - $69.7K
3.65K $413K
SCHW
Schwab Charles Corp

Financial Services
-750
- 2.44%
$91.03 - $98.69 $68.3K - $74K
30K $2.87M
TD
Toronto Dominion Bank

Financial Services
-250
- 1.8%
$72.55 - $79.95 $18.1K - $20K
13.7K $1.09M
O
Realty Income Corp

Real Estate
-2.04K
- 3.32%
$56.13 - $60.79 $114K - $124K
59.2K $3.6M
C
Citigroup Inc

Financial Services
-125
- 2.3%
$85.57 - $103.49 $10.7K - $12.9K
5.32K $539K
ALL
Allstate Corp

Financial Services
-150
- 1.66%
$192.0 - $214.65 $28.8K - $32.2K
8.88K $1.91M
CVS
Cvs Health Corp

Healthcare
-8.49K
- 7.29%
$58.75 - $76.5 $499K - $649K
108K $8.14M
WBS
Webster Financial Corp

Financial Services
-250
- 0.86%
$55.19 - $62.92 $13.8K - $15.7K
28.8K $1.71M
USB
Us Bancorp \De\

Financial Services
-1K
- 1.71%
$43.94 - $50.41 $43.9K - $50.4K
57.4K $2.77M
JEF
Jefferies Financial Group Inc.

Financial Services
-1.13K
- 5.58%
$54.67 - $70.36 $61.5K - $79.2K
19.1K $1.25M
MLM
Martin Marietta Materials Inc

Basic Materials
-50
- 2.17%
$546.36 - $631.12 $27.3K - $31.6K
2.25K $1.42M
VMC
Vulcan Materials CO

Basic Materials
-75
- 1.6%
$260.62 - $307.62 $19.5K - $23.1K
4.63K $1.42M
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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