BF
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Bard Financial Services, Inc.13F | |
| Bard Financial Services, Inc. | |
| Last update 2025-04-15 | 206 Stocks (9 new) |
| Value $818.00 Mil | Turnover 3 % |
Bard Financial Services, Inc. Top Holdings of 2025-03-31
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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 | 475,728 | 105,673.4 | -2.66% | 12.920 | -0.39% | 0.000 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
MSFT | Microsoft Corp | 154,284 | 57,916.6 | -1.64% | 7.080 | -0.13% | 0.000 | +39.34% | +18.54% | 3,699,325.7 | Software | |
WMT | Walmart Inc | 312,195 | 27,407.6 | +0.01% | 3.350 | 0% | 0.000 | +18.80% | +10.53% | 792,854.5 | Retail - Defensive | |
HD | The Home Depot Inc | 62,260 | 22,817.5 | -0.97% | 2.790 | -0.03% | 0.010 | +8.32% | -4.30% | 365,775.3 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 42,690 | 22,735.8 | -3.12% | 2.780 | -0.07% | 0.000 | -2.52% | +5.46% | 1,031,246.8 | Insurance | |
MCD | McDonald's Corp | 56,836 | 17,753.8 | -0.04% | 2.170 | 0% | 0.010 | -1.57% | +2.42% | 209,883.6 | Restaurants | |
JNJ | Johnson & Johnson | 100,317 | 16,636.5 | +0.29% | 2.030 | +0.01% | 0.000 | +3.97% | +9.15% | 373,591.0 | Drug Manufacturers | |
ABBV | AbbVie Inc | 68,220 | 14,293.5 | -1.32% | 1.750 | -0.02% | 0.000 | +1.51% | +7.57% | 331,430.2 | Drug Manufacturers | |
TY | Tri-Continental Corp | 443,834 | 13,612.4 | -4.63% | 1.660 | -0.08% | 0.840 | +19.83% | +4.43% | 1,647.2 | Asset Management | |
PFE | Pfizer Inc | 508,511 | 12,885.7 | -1.90% | 1.580 | -0.03% | 0.010 | +13.66% | -1.44% | 143,498.6 | Drug Manufacturers |
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 | 2025-03-31 | Reduce Reduce | -0.39% | 209.68 ($231.67) 247.1 | $209.95 | -9.38% | Reduce -2.66% | 475,728 | -12,989 | |
KHC | The Kraft Heinz Co | 2025-03-31 | New Buy New Buy | +0.31% | 28.51 ($29.93) 32.22 | $26.08 | -12.86% | New holding | 83,725 | 83,725 | |
HBI | Hanesbrands Inc | 2025-03-31 | Reduce Reduce | -0.27% | 5.76 ($7.01) 8.6 | $4.61 | -34.24% | Reduce -32.66% | 567,765 | -275,350 | |
PHYS | Sprott Physical Gold Trust | 2025-03-31 | New Buy New Buy | +0.26% | 20.27 ($22.17) 24.06 | $25.56 | 15.29% | New holding | 89,220 | 89,220 | |
GSK | GSK PLC | 2025-03-31 | Add Add | +0.20% | 32.08 ($36.61) 40.39 | $38.19 | 4.32% | Add 54.55% | 122,245 | 43,150 | |
HII | Huntington Ingalls Industries Inc | 2025-03-31 | New Buy New Buy | +0.20% | 159.75 ($189.77) 208.61 | $253.53 | 33.60% | New holding | 7,850 | 7,850 | |
PII | Polaris Inc | 2025-03-31 | New Buy New Buy | +0.19% | 40.9 ($47.61) 58.36 | $45.89 | -3.61% | New holding | 38,520 | 38,520 | |
KMX | CarMax Inc | 2025-03-31 | Reduce Reduce | -0.18% | 69.25 ($80.17) 89.19 | $68.78 | -14.21% | Reduce -46.36% | 21,300 | -18,410 | |
RCI | Rogers Communications Inc | 2025-03-31 | New Buy New Buy | +0.15% | 26.73 ($28.24) 31.05 | $31.85 | 12.78% | New holding | 47,250 | 47,250 | |
WPP | WPP PLC | 2025-03-31 | Reduce Reduce | -0.15% | 37.96 ($44.51) 51.07 | $35.21 | -20.89% | Reduce -71.74% | 9,695 | -24,610 |
Bard Financial Services, Inc. Total Holding History ($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 |
|---|---|---|---|---|
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Bard Financial Services, Inc.'s Hypothetical Growth since 2025-03-31
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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