Bard Financial Services, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    branford, CT
  • CIK
    0001850858
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

209

$833.82M
AAPL, MSFT, WMT, HD
13F-HR
Jan 6, 2025
000185085825000001

212

$847.21M
AAPL, MSFT, HD, WMT
RESTATEMENT
Nov 20, 2024
000185085824000006

225

$967.12M
AAPL, MSFT, WMT, BRK.B
13F-HR
Jul 9, 2024
000185085824000003

234

$941.48M
AAPL, MSFT, WMT, BRK.B
13F-HR
May 6, 2024
000185085824000002

234

$891.94M
AAPL, MSFT, WMT, HD
13F-HR
Feb 9, 2024
000185085824000001

233

$809.12M
AAPL, MSFT, WMT, BRK.B
13F-HR
Oct 16, 2023
000185085823000004

323

$1.32B
AAPL, MSFT, SCHD, VIG
13F-HR
Jul 11, 2023
000185085823000003

329

$1.25B
AAPL, MSFT, SCHD, VIG
13F-HR
Apr 26, 2023
000185085823000002

307

$1.18M
AAPL, SCHD, MSFT, VIG
13F-HR
Jan 25, 2023
000185085823000001

296

$1.07B
AAPL, MSFT, SCHD, VIG
13F-HR
Oct 26, 2022
000185085822000004

294

$1.09B
AAPL, MSFT, VIG, SCHD
13F-HR
Jul 6, 2022
000185085822000003

301

$1.23B
AAPL, MSFT, VIG, SCHD
13F-HR
Apr 13, 2022
000185085822000002

291

$1.24B
AAPL, MSFT, VIG, KRE
13F-HR
Jan 24, 2022
000185085822000001

278

$1.13B
AAPL, MSFT, VIG, KRE
13F-HR
Oct 15, 2021
000185085821000004

279

$1.12B
AAPL, MSFT, VIG, KRE
13F-HR
Jul 13, 2021
000185085821000003

262

$1.03B
AAPL, MSFT, VIG, KRE
13F-HR
May 14, 2021
000185085821000002

265

$998.42M
AAPL, MSFT, VIG, KRE
13F-HR
Mar 26, 2021
000185085821000001
Bard Financial Services, Inc. 13F Filings