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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$410B
$4.54 Million 0.55% of portfolio
27,250
Q3 2024 Added 23.86%
$256B
$4.11 Million 0.5% of portfolio
65,600
Q4 2024 Reduced 2.49%
$1.07B
$3.98 Million 0.49% of portfolio
153,475
Q3 2024 Reduced 19.35%
$91.6B
$3.91 Million 0.48% of portfolio
107,635
Q4 2024 Added 14.25%
$280B
$3.87 Million 0.47% of portfolio
110,850
Q4 2024 Added 37.7%
$141B
$3.82 Million 0.47% of portfolio
16,894
Q4 2024 Reduced 0.59%
$77.6B
$3.74 Million 0.46% of portfolio
16,150
Q4 2024 Reduced 3.29%
$176B
$3.67 Million 0.45% of portfolio
23,875
Q3 2024 Added 27.84%
$34.5B
$3.57 Million 0.44% of portfolio
66,805
Q4 2024 Reduced 1.13%
$549B
$3.44 Million 0.42% of portfolio
10,885
Q4 2024 Reduced 0.68%
$11.3B
$3.25 Million 0.4% of portfolio
39,710
Q4 2024 Added 1.69%
$37.6B
$3.21 Million 0.39% of portfolio
86,180
Q4 2024 Added 25.44%
$72.3B
$3.17 Million 0.39% of portfolio
12,045
Q3 2024 Added 330.95%
$63.7B
$2.94 Million 0.36% of portfolio
61,409
Q4 2024 Reduced 2.38%
$195B
$2.86 Million 0.35% of portfolio
24,755
Q3 2024 Added 60.07%
$54.6B
$2.86 Million 0.35% of portfolio
15,710
Q4 2024 Added 101.93%
$134B
$2.78 Million 0.34% of portfolio
30,095
Q3 2024 Added 66.09%
$76.8B
$2.73 Million 0.33% of portfolio
124,340
Q3 2024 Added 14.7%
$219B
$2.72 Million 0.33% of portfolio
12,390
Q3 2024 Added 26.56%
$223B
$2.45 Million 0.3% of portfolio
14,660
Q4 2024 Reduced 0.91%
$120B
$2.46 Million 0.3% of portfolio
30,755
Q4 2024 Reduced 20.64%
$4.1B
$2.35 Million 0.29% of portfolio
35,960
Q3 2024 Added 62.49%
$142B
$2.31 Million 0.28% of portfolio
31,275
Q3 2024 Added 30.18%
$511B
$2.26 Million 0.28% of portfolio
4,300
Q3 2024 Added 6.83%
$281B
$2.32 Million 0.28% of portfolio
6,935
Q3 2024 Added 45.69%
$130B
$2.23 Million 0.27% of portfolio
39,400
Q4 2024 Reduced 1.93%
$409M
$2.13 Million 0.26% of portfolio
189,615
Q4 2024 Added 1.2%
$796B
$2.14 Million 0.26% of portfolio
2,770
Q4 2024 Added 3.75%
$141B
$2.07 Million 0.25% of portfolio
8,405
Q3 2024 Reduced 33.24%
$41B
$2 Million 0.24% of portfolio
42,125
Q4 2024 Added 16.61%
$6.36B
$1.99 Million 0.24% of portfolio
92,590
Q4 2024 Reduced 13.82%
$149B
$1.95 Million 0.24% of portfolio
34,450
Q3 2024 Added 5.38%
$15.5B
$1.95 Million 0.24% of portfolio
26,020
Q4 2024 Added 44.96%
$9.08B
$1.88 Million 0.23% of portfolio
34,050
Q4 2024 Reduced 1.8%
$55.8B
$1.88 Million 0.23% of portfolio
9,775
Q3 2024 Added 55.16%
$8.75B
$1.76 Million 0.22% of portfolio
34,305
Q4 2024 Reduced 36.18%
$32.7B
$1.79 Million 0.22% of portfolio
20,675
Q4 2024 Reduced 2.36%
$13.6B
$1.63 Million 0.2% of portfolio
20,800
Q4 2024 Reduced 3.48%
$30.8B
$1.61 Million 0.2% of portfolio
8,580
Q3 2024 Added 86.12%
$88.4B
$1.56 Million 0.19% of portfolio
26,055
Q3 2024 Added 73.07%
$139B
$1.6 Million 0.19% of portfolio
22,285
Q3 2024 Added 31.79%
$204B
$1.53 Million 0.19% of portfolio
12,180
Q4 2024 Reduced 2.01%
$181B
$1.5 Million 0.18% of portfolio
13,510
Q4 2024 Reduced 5.76%
$29.8B
$1.39 Million 0.17% of portfolio
2,700
Q3 2024 Added 42.11%
$31.1B
$1.42 Million 0.17% of portfolio
5,515
Q3 2024 Added 45.51%
$97.4B
$1.28 Million 0.16% of portfolio
8,575
Q3 2024 Added 51.77%
$21.1B
$1.21 Million 0.15% of portfolio
21,060
Q4 2024 Reduced 3.02%
$44.4B
$1.25 Million 0.15% of portfolio
12,465
Q3 2024 Added 88.58%
$17.9B
$1.19 Million 0.15% of portfolio
7,350
Q3 2024 Added 338.81%

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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