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
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