Bard Financial Services, Inc. has filed its 13F form on November 20, 2024 for Q3 2024 where it was disclosed a total value porftolio of $840 Million distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $113M, Microsoft Corp with a value of $68.5M, Home Depot, Inc. with a value of $26M, Walmart Inc. with a value of $25.1M, and Berkshire Hathaway Inc Class B with a value of $20.6M.

Examining the 13F form we can see an increase of $362M in the current position value, from $477M to 840M.

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

Portfolio value $840 Million
Technology: $247 Million
Healthcare: $115 Million
Financial Services: $111 Million
Consumer Defensive: $111 Million
Consumer Cyclical: $80.8 Million
Communication Services: $51.7 Million
Industrials: $48 Million
Energy: $43.6 Million
Other: $31.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $840 Million
  • Prior Value $477 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 20, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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