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
$98.3B
$1.13 Million 0.14% of portfolio
21,140
Q3 2024 Added 238.78%
$22.6B
$1.15 Million 0.14% of portfolio
2,750
Q3 2024 Reduced 64.52%
$50.1B
$1.06 Million 0.13% of portfolio
7,570
Q3 2024 Added 299.47%
$39.9B
$1.1 Million 0.13% of portfolio
5,250
Q4 2024 Added 6.06%
$59.9B
$1.09 Million 0.13% of portfolio
55,750
Q3 2024 Added 81.3%
$88.5B
$1.03 Million 0.13% of portfolio
12,520
Q3 2024 Added 161.11%
$8.32B
$1.04 Million 0.13% of portfolio
26,750
Q4 2024 Added 107.36%
$487B
$1.02 Million 0.12% of portfolio
2,010
Q3 2024 Added 15.85%
$70.6B
$903,000 0.11% of portfolio
1,925
Q3 2024 Added 309.57%
$54.5B
$909,000 0.11% of portfolio
3,775
Q3 2024 Added 291.19%
$294B
$866,000 0.11% of portfolio
1,250
Q4 2024 Added 6.38%
$36.5B
$869,000 0.11% of portfolio
9,580
Q4 2024 Reduced 4.96%
$42B
$819,000 0.1% of portfolio
6,250
Q3 2024 Added 13.64%
$27.8B
$807,000 0.1% of portfolio
52,125
Q4 2024 Reduced 6.71%
$131B
$787,000 0.1% of portfolio
13,050
Q4 2024 Reduced 22.67%
$373B
$846,000 0.1% of portfolio
950
Q3 2024 Added 35.71%
$138B
$709,000 0.09% of portfolio
3,110
Q3 2024 Added 31.78%
$34.7B
$717,000 0.09% of portfolio
10,625
Q3 2024 New
$122B
$733,000 0.09% of portfolio
15,200
Q4 2024 Reduced 15.56%
$0
$733,000 0.09% of portfolio
65,000
Q3 2024 Reduced 8.77%
$24.8B
$734,000 0.09% of portfolio
9,200
Q4 2024 Reduced 18.58%
$212B
$754,000 0.09% of portfolio
1,450
Q3 2024 Added 28.89%
$74.9B
$759,000 0.09% of portfolio
2,220
Q4 2024 Added 2.3%
$69.7B
$760,000 0.09% of portfolio
6,135
Q4 2022 Added 12.16%
$0
$762,000 0.09% of portfolio
86,495
Q4 2024 New
$76.4B
$703,000 0.09% of portfolio
3,650
Q3 2024 New
$35.1B
$684,000 0.08% of portfolio
5,105
Q3 2024 New
$23.6B
$675,000 0.08% of portfolio
20,650
Q4 2024 Added 86.88%
$55.6B
$554,000 0.07% of portfolio
8,120
Q3 2024 Added 91.51%
$27.1B
$562,000 0.07% of portfolio
14,015
Q3 2024 Added 30.43%
$48.1B
$602,000 0.07% of portfolio
6,530
Q4 2024 Reduced 8.74%
$49.8B
$610,000 0.07% of portfolio
3,440
Q3 2024 Added 32.82%
$65.2B
$452,000 0.06% of portfolio
2,250
Q4 2020 New
$39B
$461,000 0.06% of portfolio
6,000
Q3 2024 Reduced 41.06%
$20.2B
$462,000 0.06% of portfolio
2,625
Q2 2024 Reduced 2.78%
$46.9B
$474,000 0.06% of portfolio
5,880
Q4 2024 Reduced 37.84%
$30.6B
$483,000 0.06% of portfolio
2,300
Q4 2024 Added 6.98%
$21.4B
$488,000 0.06% of portfolio
2,170
Q3 2024 Added 17.62%
$17.7B
$491,000 0.06% of portfolio
10,205
Q3 2024 New
$185B
$493,000 0.06% of portfolio
1,360
Q3 2024 Reduced 15.53%
$80.8B
$508,000 0.06% of portfolio
2,775
Q4 2024 Reduced 4.31%
$63.3B
$513,000 0.06% of portfolio
18,750
Q3 2024 New
$20.7B
$517,000 0.06% of portfolio
6,125
Q3 2024 Added 11.36%
$81.5B
$523,000 0.06% of portfolio
4,855
Q3 2024 Added 60.23%
$31.3B
$419,000 0.05% of portfolio
4,700
Q3 2024 New
$72.5B
$402,000 0.05% of portfolio
3,120
Q4 2024 Reduced 10.73%
$67.3B
$390,000 0.05% of portfolio
3,075
Q3 2024 Added 43.02%
$29.5B
$381,000 0.05% of portfolio
4,060
Q3 2024 Added 16.0%
$16B
$382,000 0.05% of portfolio
5,000
Q4 2020 New

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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