Bard Financial Services, Inc.
CIK:0001850858
Investment Adviser
$0 AUM
209 holdings
United States
Latest filing:Sep 30, 2025
Bard Financial Services, Inc. is a full-service investment advisory firm. Our mission is to help clients reach their financial goals, both by capitalizing on investment opportunities and managing risk.
Top Buys
A
AAPLAPPLE INC COM+$21.8M
M
MSFTMICROSOFT CORP COM+$3.8M
G
GOOGLALPHABET INC CL A+$3.5M
N
NEMNEWMONT CORP COM+$3.5M
J
JNJJOHNSON & JOHNSON COM+$3.4M
Top Sells
N
NVONOVO NORDISK AS ADR-$1.5M
B
BTIBRITISH AMERN TOB PLC SPONSORED ADR-$1.4M
P
PMPHILIP MORRIS INTL INC COM-$1.2M
L
LYGLLOYDS BANKING GROUP PLC SPONS ADR-$1.2M
C
COSTCOSTCO WHSL CORP NEW COM-$1.2M
Top Holdings
A
AAPLAPPLE INC COM+12.8%$117.0M
M
MSFTMICROSOFT CORP COM+8.7%$79.5M
W
WMTWALMART INC COM+3.5%$31.7M
H
HDHOME DEPOT INC COM+2.8%$25.1M
B
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW+2.3%$20.9M
Equity Positions (201)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 12.84% | $117.0M | 459,568 | $134.15 | $254.63 | +$21.8M |
M MSFT | MICROSOFT CORP COM | 8.73% | $79.5M | 153,584 | $228.67 | $517.95 | +$3.8M |
W WMT | WALMART INC COM | 3.47% | $31.7M | 307,170 | $48.30 | $103.06 | +$1.4M |
H HD | HOME DEPOT INC COM | 2.75% | $25.1M | 61,910 | $268.91 | $405.19 | +$2.3M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.30% | $20.9M | 41,640 | $241.91 | $502.74 | +$293.7K |
Industry Allocation
ELECTRONIC COMPUTERS
+12.9%
SERVICES-PREPACKAGED SOFTWARE
+10.0%
PHARMACEUTICAL PREPARATIONS
+8.6%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.3%