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 ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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