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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$158B
$10.6 Million 2.22% of portfolio
366,424
Q3 2024 Reduced 29.04%
$174B
$8.99 Million 1.88% of portfolio
200,135
Q3 2024 Reduced 28.29%
$143B
$8.22 Million 1.72% of portfolio
14,055
Q3 2024 Reduced 48.85%
$171B
$7.5 Million 1.57% of portfolio
23,285
Q3 2024 Reduced 53.51%
$73.3B
$5.96 Million 1.25% of portfolio
94,850
Q3 2024 Reduced 41.96%
$47.1B
$5.77 Million 1.21% of portfolio
1,854,805
Q3 2024 Reduced 27.89%
$96.5B
$5.23 Million 1.1% of portfolio
102,546
Q3 2024 Reduced 41.9%
$192B
$5.18 Million 1.09% of portfolio
123,965
Q3 2024 Reduced 27.01%
$113B
$4.94 Million 1.04% of portfolio
50,675
Q3 2024 Reduced 36.05%
$158B
$4.78 Million 1.0% of portfolio
23,655
Q3 2024 Reduced 63.43%
$177B
$4.66 Million 0.98% of portfolio
9,415
Q3 2024 Reduced 35.93%
$62.7B
$4.14 Million 0.87% of portfolio
142,275
Q3 2024 Reduced 23.97%
$158B
$3.93 Million 0.82% of portfolio
178,820
Q3 2024 Reduced 36.12%
$81.8B
$3.66 Million 0.77% of portfolio
90,265
Q3 2024 Reduced 27.36%
$40.5B
$3.26 Million 0.68% of portfolio
44,125
Q3 2024 Reduced 59.06%
$186B
$3.18 Million 0.67% of portfolio
18,675
Q3 2024 Reduced 46.34%
$78.6B
$2.85 Million 0.6% of portfolio
78,009
Q3 2024 Added 23.76%
$149B
$2.79 Million 0.58% of portfolio
2,935
Q3 2024 Reduced 29.02%
$10.2B
$2.75 Million 0.58% of portfolio
3,375
Q1 2023 Reduced 1.46%
$120B
$2.67 Million 0.56% of portfolio
29,650
Q3 2024 Reduced 29.5%
$119B
$2.63 Million 0.55% of portfolio
17,175
Q3 2024 Reduced 47.95%
$35.9B
$2.53 Million 0.53% of portfolio
47,425
Q3 2024 Reduced 35.41%
$87.1B
$2.41 Million 0.51% of portfolio
108,400
Q3 2024 Reduced 12.82%
$11.4B
$2.43 Million 0.51% of portfolio
31,410
Q3 2024 Reduced 22.08%
$163B
$2.28 Million 0.48% of portfolio
8,405
Q3 2024 Reduced 33.24%
$141B
$2.3 Million 0.48% of portfolio
11,135
Q3 2024 Reduced 36.71%
$188B
$2.28 Million 0.48% of portfolio
12,105
Q3 2024 Reduced 31.16%
$187B
$2.16 Million 0.45% of portfolio
9,790
Q3 2024 Reduced 68.28%
$155B
$2.12 Million 0.44% of portfolio
32,690
Q3 2024 Reduced 21.13%
$11.5B
$2.04 Million 0.43% of portfolio
39,805
Q3 2024 Reduced 51.55%
$68.4B
$1.93 Million 0.4% of portfolio
11,200
Q3 2024 Added 543.68%
$175B
$1.87 Million 0.39% of portfolio
15,465
Q3 2024 Reduced 43.67%
$109B
$1.83 Million 0.38% of portfolio
5,355
Q3 2024 Reduced 34.33%
$68.6B
$1.79 Million 0.37% of portfolio
6,000
Q3 2024 Reduced 39.39%
$32.7B
$1.64 Million 0.34% of portfolio
18,925
Q3 2024 Reduced 15.61%
$129B
$1.56 Million 0.33% of portfolio
24,025
Q3 2024 Reduced 27.8%
$112B
$1.52 Million 0.32% of portfolio
18,120
Q3 2024 Reduced 44.71%
$15.4B
$1.48 Million 0.31% of portfolio
14,830
Q3 2024 New
$38B
$1.49 Million 0.31% of portfolio
19,110
Q3 2024 Reduced 78.99%
$152B
$1.43 Million 0.3% of portfolio
16,910
Q3 2024 Reduced 26.59%
$115B
$1.37 Million 0.29% of portfolio
26,400
Q3 2024 Reduced 47.87%
$71.1B
$1.22 Million 0.26% of portfolio
26,615
Q3 2024 Reduced 60.07%
$22.9B
$1.18 Million 0.25% of portfolio
2,750
Q3 2024 Reduced 64.52%
$49.8B
$1.19 Million 0.25% of portfolio
6,300
Q3 2024 Reduced 45.92%
$22.1B
$1.14 Million 0.24% of portfolio
16,800
Q3 2024 Added 166.84%
$145B
$1.1 Million 0.23% of portfolio
14,650
Q3 2024 Reduced 33.18%
$93.9B
$1.11 Million 0.23% of portfolio
15,055
Q3 2024 Reduced 58.96%
$46.2B
$1.11 Million 0.23% of portfolio
9,355
Q3 2024 Reduced 1.11%
$36.2B
$1.02 Million 0.21% of portfolio
1,900
Q3 2024 Reduced 34.48%

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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