Bard Financial Services, Inc. Portfolio Holdings

Bard Financial Services, Inc.

  • $477 Million
  • Q3 2024

Bard Financial Services, Inc. has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $477 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $57.7M, Microsoft Corp with a value of $23.7M, Walmart Inc. with a value of $12.8M, Home Depot, Inc. with a value of $12.2M, and Berkshire Hathaway Inc Class B with a value of $10.9M.

Examining the 13F form we can see an decrease of $482M in the current position value, from $959M to 477M.

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

Portfolio value $477 Million
Technology: $128 Million
Financial Services: $67.5 Million
Healthcare: $63.4 Million
Consumer Defensive: $59.1 Million
Consumer Cyclical: $44.8 Million
Communication Services: $36.7 Million
Energy: $31.5 Million
Industrials: $24.9 Million
Other: $20.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.2B
$272,000 0.06% of portfolio
5,460
Q3 2024 Reduced 33.5%
$19.8B
$305,000 0.06% of portfolio
6,250
Q3 2024 New
$25.3B
$280,000 0.06% of portfolio
2,575
Q3 2024 Reduced 36.81%
$237B
$290,000 0.06% of portfolio
1,625
Q1 2024 Added 8.33%
$70.7B
$301,000 0.06% of portfolio
2,150
Q3 2024 Reduced 32.81%
$30.3B
$229,000 0.05% of portfolio
6,875
Q3 2024 Reduced 12.7%
$57.6B
$225,000 0.05% of portfolio
965
Q3 2024 Reduced 84.4%
$133B
$255,000 0.05% of portfolio
770
Q3 2024 New
$78B
$248,000 0.05% of portfolio
470
Q3 2024 Reduced 77.07%
$62.7B
$249,000 0.05% of portfolio
1,040
Q3 2024 Reduced 37.54%
$72.3B
$235,000 0.05% of portfolio
3,265
Q3 2024 Reduced 24.33%
$261B
$232,000 0.05% of portfolio
2,305
Q3 2024 Reduced 7.62%
$50.1B
$254,000 0.05% of portfolio
1,895
Q3 2024 Reduced 74.97%
$90.4B
$241,000 0.05% of portfolio
230
Q3 2024 Reduced 9.8%
$49.1B
$262,000 0.05% of portfolio
4,550
Q3 2024 Reduced 65.0%
$8.12B
$222,000 0.05% of portfolio
5,000
Q2 2022 New
$85.2B
$214,000 0.04% of portfolio
1,100
Q3 2024 Reduced 54.64%
$123B
$200,000 0.04% of portfolio
3,200
Q3 2024 Reduced 59.72%
$0
$180,000 0.04% of portfolio
15,000
Q3 2024 Reduced 76.19%
$89.3B
$204,000 0.04% of portfolio
2,615
Q3 2024 Reduced 54.84%
$224B
$201,000 0.04% of portfolio
390
Q3 2024 Reduced 16.13%
$21.6B
$144,000 0.03% of portfolio
16,480
Q4 2020 New
$40.9M
$72,000 0.02% of portfolio
15,000
Q1 2024 New
$8.52B
$76,000 0.02% of portfolio
11,500
Q1 2024 Reduced 25.2%
$2.11B
$55,000 0.01% of portfolio
15,000
Q1 2024 Reduced 22.08%
$17.5B
$0 0.0% of portfolio
-
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $477 Million
  • Prior Value $959 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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