BF
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Bard Financial Services, Inc.13F | |
| Bard Financial Services, Inc. | |
| Last update 2024-10-04 | 185 Stocks (9 new) |
| Value $483.00 Mil | Turnover 2 % |
| Portfolio Report | |
Bard Financial Services, Inc. Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 247,880 | 57756.040 | -55.83% | 11.960 | -6.82% | 0.000 | +5.31% | +20.00% | 3499384.173 | Hardware | |
MSFT | Microsoft Corp | 55,111 | 23714.630 | -71.38% | 4.910 | -6.35% | 0.000 | +2.46% | +15.65% | 3215616.771 | Software | |
WMT | Walmart Inc | 157,920 | 12752.040 | -74.34% | 2.640 | -3.20% | 0.000 | +18.13% | +56.60% | 654233.259 | Retail - Defensive | |
HD | The Home Depot Inc | 30,110 | 12200.860 | -65.34% | 2.530 | -2.02% | 0.000 | +8.58% | +15.43% | 389887.516 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 23,615 | 10869.040 | -70.51% | 2.250 | -2.38% | 0.000 | +3.10% | +27.56% | 981006.708 | Insurance | |
PFE | Pfizer Inc | 366,424 | 10604.340 | -29.04% | 2.200 | -0.43% | 0.010 | -9.02% | +3.65% | 161614.141 | Drug Manufacturers | |
TY | Tri-Continental Corp | 297,709 | 9836.320 | -41.77% | 2.040 | -0.69% | 0.570 | +5.81% | +17.89% | 1713.571 | Asset Management | |
VZ | Verizon Communications Inc | 200,135 | 8988.060 | -28.29% | 1.860 | -0.34% | 0.000 | +4.82% | +16.92% | 173773.374 | Telecommunication Services | |
NVDA | NVIDIA Corp | 69,975 | 8497.760 | -60.22% | 1.760 | -1.36% | 0.000 | +34.34% | +181.42% | 3417887.550 | Semiconductors | |
LMT | Lockheed Martin Corp | 14,055 | 8215.990 | -48.85% | 1.700 | -0.65% | 0.010 | +2.11% | +22.84% | 128315.158 | Aerospace & Defense |
Bard Financial Services, Inc.'s Historical Top Holdings Breakdowns
Bard Financial Services, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2024-09-30 | Reduce | -6.82% | 207.23 ($223.32) 234.82 | $230.10 | 3.04% | Reduce -55.83% | 247,880 | -313,302 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -6.35% | 395.15 ($427.47) 467.56 | $432.53 | 1.18% | Reduce -71.38% | 55,111 | -137,447 | |
WMT | Walmart Inc | 2024-09-30 | Reduce | -3.20% | 66.91 ($73.44) 81.4 | $81.39 | 10.83% | Reduce -74.34% | 157,920 | -457,435 | |
BRK.B | Berkshire Hathaway Inc | 2024-09-30 | Reduce | -2.38% | 405.19 ($442.18) 478.57 | $454.96 | 2.89% | Reduce -70.51% | 23,615 | -56,450 | |
HD | The Home Depot Inc | 2024-09-30 | Reduce | -2.02% | 333.64 ($364.74) 405.2 | $392.52 | 7.62% | Reduce -65.34% | 30,110 | -56,755 | |
NVDA | NVIDIA Corp | 2024-09-30 | Reduce | -1.36% | 98.91 ($118.12) 134.91 | $139.18 | 17.83% | Reduce -60.22% | 69,975 | -105,950 | |
MCD | McDonald's Corp | 2024-09-30 | Reduce | -1.15% | 245.82 ($275.62) 304.51 | $291.52 | 5.77% | Reduce -73.04% | 16,151 | -43,759 | |
NVO | Novo Nordisk AS | 2024-09-30 | Reduce | -1.13% | 119.07 ($133.36) 145.42 | $113.24 | -15.09% | Reduce -78.73% | 20,665 | -76,500 | |
WM | Waste Management Inc | 2024-09-30 | Reduce | -1.12% | 196.96 ($208.63) 223.45 | $214.82 | 2.97% | Reduce -95.99% | 2,130 | -51,030 | |
JNJ | Johnson & Johnson | 2024-09-30 | Reduce | -1.06% | 145.48 ($159.33) 167.38 | $160.61 | 0.80% | Reduce -62.98% | 41,105 | -69,941 |
Bard Financial Services, Inc. Total Holding History ($B)
Bard Financial Services, Inc.'s Asset Allocation
Bard Financial Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Bard Financial Services, Inc.'s Hypothetical Growth since 2024-09-30
Bard Financial Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bard Financial Services, Inc.'s Holdings Heat Map
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Bard Financial Services, Inc.'s Holdings Bubble Chart
Bard Financial Services, Inc. News
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