Bard Financial Services, Inc. Portfolio Holdings
Bard Financial Services, Inc.
- $840 Million
- Q3 2024
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 $300 Millions to $2 Billions
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