Bard Financial Services, Inc.
Q4 2024 13F Holdings
- Locationbranford, CT
- Num holdings
209
- Value ($000)
$833,822
- Date Filed01/06/2025
- Form type13F-HR
- CIK0001850858
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | COM | 037833100 | $122.38M | 15 % | 488,717 | ||
MSFT MICROSOFT CORP COM | COM | 594918104 | $66.12M | 8 % | 156,858 | ||
WMT WALMART INC COM | COM | 931142103 | $28.20M | 3 % | 312,170 | ||
HD HOME DEPOT INC COM | COM | 437076102 | $24.46M | 3 % | 62,869 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | COM | 084670702 | $19.97M | 2 % | 44,065 | ||
MCD MCDONALDS CORP COM | COM | 580135101 | $16.48M | 2 % | 56,860 | ||
TRI CONTL CORP COM | MF CLOSED END | 895436103 | $14.75M | 2 % | 465,384 | ||
JNJ JOHNSON & JOHNSON COM | COM | 478160104 | $14.47M | 2 % | 100,028 | ||
PFE PFIZER INC COM | COM | 717081103 | $13.75M | 2 % | 518,347 | ||
LMT LOCKHEED MARTIN CORP COM | COM | 539830109 | $13.30M | 2 % | 27,369 |
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