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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$122 Million 14.93% of portfolio
488,717
Q4 2024 Added 0.78%
$3.12T
$66.1 Million 8.07% of portfolio
156,858
Q4 2024 Reduced 1.51%
$252B
$28.2 Million 3.44% of portfolio
312,170
Q4 2024 Added 0.35%
$399B
$24.5 Million 2.98% of portfolio
62,869
Q4 2024 Reduced 2.1%
$576B
$20 Million 2.44% of portfolio
44,065
Q4 2024 Reduced 1.51%
$208B
$16.5 Million 2.01% of portfolio
56,860
Q4 2024 Reduced 0.96%
$371B
$14.5 Million 1.77% of portfolio
100,028
Q4 2024 Reduced 0.21%
$310B
$12.3 Million 1.5% of portfolio
69,130
Q4 2024 Reduced 0.18%
$2.23T
$12.2 Million 1.49% of portfolio
55,690
Q4 2024 Added 0.86%
$376B
$11.8 Million 1.44% of portfolio
70,211
Q4 2024 Reduced 0.39%
$704B
$11.4 Million 1.4% of portfolio
47,730
Q4 2024 Reduced 0.83%
$264B
$11.3 Million 1.37% of portfolio
180,896
Q4 2024 Reduced 0.89%
$1.15T
$11.2 Million 1.36% of portfolio
59,090
Q4 2024 Added 1.91%
$339B
$11 Million 1.34% of portfolio
82,000
Q4 2024 Added 1.45%
$251B
$10.4 Million 1.26% of portfolio
104,153
Q4 2024 Reduced 1.47%
$362B
$9.95 Million 1.21% of portfolio
226,325
Q4 2024 Reduced 1.42%
$300B
$9.09 Million 1.11% of portfolio
62,735
Q4 2024 Added 0.32%
$241B
$9.02 Million 1.1% of portfolio
152,435
Q4 2024 Reduced 0.11%
$1.18T
$8.65 Million 1.06% of portfolio
45,445
Q4 2024 Added 0.11%
$415B
$6.97 Million 0.85% of portfolio
7,610
Q3 2024 Added 32.12%
$1.38T
$5.57 Million 0.68% of portfolio
9,450
Q4 2024 Reduced 0.79%
$266B
$5.33 Million 0.65% of portfolio
75,830
Q4 2024 Reduced 14.18%
$1.25T
$5.32 Million 0.65% of portfolio
13,185
Q4 2024 Added 92.76%
$1.08T
$4.61 Million 0.56% of portfolio
23,343
Q4 2024 Reduced 2.1%
$417B
$4.54 Million 0.55% of portfolio
27,250
Q3 2024 Added 23.86%
$231B
$4.11 Million 0.5% of portfolio
65,600
Q4 2024 Reduced 2.49%
$234B
$3.87 Million 0.47% of portfolio
110,850
Q4 2024 Added 37.7%
$503B
$3.44 Million 0.42% of portfolio
10,885
Q4 2024 Reduced 0.68%
$481B
$2.26 Million 0.28% of portfolio
4,300
Q3 2024 Added 6.83%
$318B
$2.32 Million 0.28% of portfolio
6,935
Q3 2024 Added 45.69%
$760B
$2.14 Million 0.26% of portfolio
2,770
Q4 2024 Added 3.75%
$209B
$1.53 Million 0.19% of portfolio
12,180
Q4 2024 Reduced 2.01%
$487B
$1.02 Million 0.12% of portfolio
2,010
Q3 2024 Added 15.85%
$294B
$866,000 0.11% of portfolio
1,250
Q4 2024 Added 6.38%
$373B
$846,000 0.1% of portfolio
950
Q3 2024 Added 35.71%
$212B
$754,000 0.09% of portfolio
1,450
Q3 2024 Added 28.89%
$251B
$316,000 0.04% of portfolio
1,625
Q1 2024 Added 8.33%
$222B
$203,000 0.02% of portfolio
2,495
Q3 2024 Added 8.24%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $819 Million
  • Prior Value $840 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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