Bard Financial Services, Inc.

CIK Number: 0001850858

837.45M
Market Value
192
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
232.81
-0.22% 475.73K -2.66% 105.67M 134.15 12.92% Share
2 MSFT Microsoft Corpo...
522.28
+0.33% 154.28K -1.64% 57.92M 226.16 7.08% Share
3 WMT Walmart Inc.
100.84
-0.15% 312.19K +0.01% 27.41M 48.3 3.35% Share
4 HD The Home Depot,...
400.32
-1.68% 62.26K -0.97% 22.82M 268.91 2.79% Share
5 BRK-B Berkshire Hatha...
479.02
+0.36% 42.69K -3.12% 22.74M 241.91 2.78% Share
6 MCD McDonald's Corp...
308.84
+1.24% 56.84K -0.04% 17.75M 216.59 2.17% Share
7 JNJ Johnson & Johns...
174.72
+0.17% 100.32K +0.29% 16.64M 157.58 2.03% Share
8 ABBV AbbVie Inc.
204.72
+1.61% 68.22K -1.32% 14.29M 109.13 1.75% Share
9 TY Tri-Continental...
33.17
-0.15% 443.83K -4.63% 13.61M 29.63 1.66% Share
10 PFE Pfizer Inc.
25.11
-0.22% 508.51K -1.9% 12.89M 34.32 1.58% Share
11 KO The Coca-Cola C...
69.52
-1.33% 179.52K -0.76% 12.86M 55.15 1.57% Share
12 VZ Verizon Communi...
43.49
-0.49% 274.33K +2.04% 12.44M 43.71 1.52% Share
13 LMT Lockheed Martin...
437.38
-1.17% 26.99K -1.37% 12.06M 361.18 1.47% Share
14 PG The Procter & G...
153.70
-1.1% 69.79K -0.61% 11.89M 139.44 1.45% Share
15 JPM JPMorgan Chase ...
294.09
+1.23% 45.69K -4.28% 11.21M 127.03 1.37% Share
16 PEP PepsiCo, Inc.
148.62
-0.49% 73.87K +4.23% 11.08M 148.88 1.35% Share
17 CVX Chevron Corpora...
155.20
-0.43% 63.03K +0.48% 10.55M 102.49 1.29% Share
18 XOM Exxon Mobil Cor...
107.38
-0.21% 85.72K +0.37% 10.19M 48.48 1.25% Share
19 AMZN Amazon.com, Inc...
230.94
+2.84% 52.41K -5.88% 9.97M 150.63 1.22% Share
20 CSCO Cisco Systems, ...
69.28
-1.58% 152.11K -0.21% 9.39M 45.57 1.15% Share
21 MRK Merck & Co., In...
82.74
+0.04% 103.86K -0.28% 9.32M 78.35 1.14% Share
22 BAC Bank of America...
47.70
+0.97% 216.09K -4.52% 9.02M 30.75 1.10% Share
23 NVDA NVIDIA Corporat...
182.02
+0.24% 81.95K -0.06% 8.88M 17.22 1.09% Share
24 GOOGL Alphabet Inc.
202.88
+0.46% 57.35K -2.94% 8.87M 93.33 1.08% Share
25 LYG Lloyds Banking ...
4.58
+0.77% 2.27M -6.49% 8.67M 2.05 1.06% Share
26 CVS CVS Health Corp...
66.70
+1.22% 124.83K -12% 8.46M 68.84 1.03% Share
27 AMGN Amgen Inc.
290.28
+0.33% 27.11K -0.73% 8.45M 230.18 1.03% Share
28 PM Philip Morris I...
165.25
-0.38% 51.47K +1.16% 8.17M 86.41 1.00% Share
29 AMAT Applied Materia...
188.22
-0.95% 56.06K -2.12% 8.14M 86.52 0.99% Share
30 MO Altria Group, I...
65.54
+0.06% 134.55K -4.04% 8.08M 42.69 0.99% Share
31 WM Waste Managemen...
225.97
-1.71% 34.22K -0.75% 7.92M 118.26 0.97% Share
32 GS The Goldman Sac...
746.99
+0.31% 14.11K -0.07% 7.71M 311.66 0.94% Share
33 ABT Abbott Laborato...
129.32
-0.06% 54.73K -0.73% 7.26M 109.51 0.89% Share
34 SBUX Starbucks Corpo...
93.05
-1.2% 70.1K -2.77% 6.88M 105.34 0.84% Share
35 GOOG Alphabet Inc.
203.77
+0.36% 43.59K -4.08% 6.81M 90.12 0.83% Share
36 CMCSA Comcast Corpora...
32.88
-0.17% 181.22K +8.90% 6.69M 36.16 0.82% Share
37 T AT&T Inc.
28.75
+1.27% 230.08K -0.9% 6.51M 20.01 0.80% Share
38 GIS General Mills, ...
49.66
-0.14% 108.58K +0.72% 6.49M 59.43 0.79% Share
39 PAGP Plains GP Holdi...
19.05
-0.1% 296.73K +5.42% 6.34M 9.44 0.78% Share
40 COST Costco Wholesal...
975.42
-0.35% 6.61K -13.21% 6.25M 381.23 0.76% Share
41 SYY Sysco Corporati...
81.20
-1.2% 81.03K -0.61% 6.08M 74.14 0.74% Share
42 RHHBY Roche Holding A...
38.64
+0.13% 138.9K +25.30% 5.72M 38.86 0.70% Share
43 EPD Enterprise Prod...
31.93
+0.57% 166.95K +4.70% 5.7M 22.03 0.70% Share
44 NVO Novo Nordisk A/...
50.92
+0.04% 81.77K -4.25% 5.68M 39.39 0.69% Share
45 ENB Enbridge Inc.
48.19
+1.06% 123.85K -0.35% 5.48M 33.03 0.67% Share
46 NEM Newmont Corpora...
68.44
-0.18% 109.86K +27.47% 5.3M 50.53 0.65% Share
47 META Meta Platforms,...
781.96
+0.24% 9.2K -2.65% 5.3M 215.33 0.65% Share
48 WFC Wells Fargo & C...
79.38
+1.91% 72.52K -4.37% 5.21M 34 0.64% Share
49 SHEL Shell plc
72.64
-0.15% 66.1K +0.76% 4.84M 54.2 0.59% Share
50 GSK GSK plc
39.22
+0.23% 122.25K +54.55% 4.74M 37.94 0.58% Share
51 BTI British America...
57.42
+0.54% 107.15K -0.45% 4.43M 34.74 0.54% Share
52 BX Blackstone Inc.
174.53
-1.17% 28.88K -2.53% 4.04M 78.07 0.49% Share
53 TSM Taiwan Semicond...
240.97
-0.19% 23.19K -0.66% 3.85M 103.25 0.47% Share
54 ORCL Oracle Corporat...
244.93
+0.31% 27.23K -0.09% 3.81M 65.3 0.47% Share
55 HON Honeywell Inter...
218.15
-0.73% 17.72K +4.88% 3.75M 211.36 0.46% Share
56 O Realty Income C...
57.83
-0.1% 64.36K -3.65% 3.73M 56.55 0.46% Share
57 QCOM QUALCOMM Incorp...
158.09
+0.96% 23.74K -0.57% 3.65M 150.02 0.45% Share
58 BLK BlackRock, Inc.
1160.35
+0.03% 3.85K -2.53% 3.64M 1025.11 0.45% Share
59 BLFS BioLife Solutio...
25.32
-1.4% 153.47K 0.00% 3.51M 34.62 0.43% Share
60 V Visa Inc.
345.40
+0.83% 9.92K -8.87% 3.48M 218.96 0.43% Share
61 HBI Hanesbrands Inc...
6.45
+0.55% 567.76K -32.66% 3.28M 8.55 0.40% Share
62 RTX RTX Corporation
155.06
-0.42% 24.69K -0.26% 3.27M 72.33 0.40% Share
63 GILD Gilead Sciences...
119.00
-0.95% 28.84K -4.15% 3.23M 58.99 0.40% Share
64 GD General Dynamic...
315.89
-0.5% 11.79K -2.08% 3.22M 159.15 0.39% Share
65 TSLA Tesla, Inc.
335.58
-1.12% 12.21K -7.39% 3.16M 317.34 0.39% Share
66 IBM International B...
237.04
-1.26% 12.4K +0.08% 3.08M 123.23 0.38% Share
67 MDT Medtronic plc
91.95
-1.03% 34.23K +11.32% 3.08M 84.06 0.38% Share
68 KVUE Kenvue Inc.
21.07
-2.97% 126.29K +16.09% 3.03M 20.84 0.37% Share
69 GE GE Aerospace
269.72
+0.32% 14.36K -2.05% 2.87M 64.31 0.35% Share
70 APD Air Products an...
292.08
-0.72% 9.7K +2.11% 2.86M 248.28 0.35% Share
71 GLW Corning Incorpo...
65.75
+0.02% 56.13K +33.23% 2.57M 45.56 0.31% Share
72 KHC The Kraft Heinz...
27.64
-1.36% 83.72K +100.00% 2.55M 30.43 0.31% Share
73 USB U.S. Bancorp
46.83
+0.46% 60.34K -1.73% 2.55M 45.89 0.31% Share
74 PANW Palo Alto Netwo...
173.55
-1.87% 14.76K -6.05% 2.52M 64.74 0.31% Share
75 BMY Bristol-Myers S...
47.81
-0.08% 41.06K +4.23% 2.5M 62.1 0.31% Share
76 AVGO Broadcom Inc.
311.19
+0.68% 14.78K -8.51% 2.47M 55.38 0.30% Share
77 LRCX Lam Research Co...
107.35
+0.57% 33.75K 0.00% 2.45M 72.23 0.30% Share
78 SCHW The Charles Sch...
97.75
+2.26% 31.27K 0.00% 2.45M 57.99 0.30% Share
79 EL The Estée Laude...
89.51
-6.04% 36.3K +39.53% 2.4M 84.65 0.29% Share
80 LLY Eli Lilly and C...
684.46
+3.63% 2.77K +0.18% 2.29M 254.01 0.28% Share
81 INFY Infosys Limited
16.36
-0.12% 124.34K 0.00% 2.27M 16.95 0.28% Share
82 LOW Lowe's Companie...
253.05
-1.24% 9.5K +13.03% 2.22M 169.73 0.27% Share
83 VCTR Victory Capital...
71.19
-0.75% 35.96K 0.00% 2.08M 32.18 0.25% Share
84 UL Unilever PLC
61.71
-1.17% 33.8K -1.89% 2.01M 49.65 0.25% Share
85 MA Mastercard Inco...
583.65
+0.99% 3.67K -14.77% 2.01M 360.39 0.25% Share
86 ALL The Allstate Co...
208.73
-0.04% 9.43K -3.58% 1.95M 115.97 0.24% Share
87 MDLZ Mondelez Intern...
61.42
-1.24% 26.7K +2.48% 1.81M 59.12 0.22% Share
88 WBS Webster Financi...
58.41
+0.29% 34.05K 0.00% 1.76M 41.61 0.21% Share
89 CRM Salesforce, Inc...
233.32
-1.57% 6.33K -8.8% 1.7M 213.77 0.21% Share
90 KMX CarMax, Inc.
58.13
-0.84% 21.3K -46.36% 1.66M 69.42 0.20% Share
91 HII Huntington Inga...
267.43
-0.74% 7.85K +100.00% 1.6M 204.04 0.20% Share
92 NEE NextEra Energy,...
72.22
-0.1% 22.29K 0.00% 1.58M 75.52 0.19% Share
93 PII Polaris Inc.
58.82
-1.16% 38.52K +100.00% 1.58M 40.94 0.19% Share
94 MTB M&T Bank Corpor...
193.85
+0.33% 8.51K -0.87% 1.52M 149.41 0.19% Share
95 VRT Vertiv Holdings...
132.46
-3.6% 20.68K 0.00% 1.49M 21.45 0.18% Share
96 ICE Intercontinenta...
182.62
+0.67% 8.57K 0.00% 1.48M 115.29 0.18% Share
97 MS Morgan Stanley
148.51
+0.51% 12.18K 0.00% 1.42M 83.63 0.17% Share
98 DIS The Walt Disney...
116.33
-0.27% 13.38K -0.93% 1.32M 177.34 0.16% Share
99 ET Energy Transfer...
17.38
-0.66% 68.25K +22.42% 1.27M 13.26 0.16% Share
100 RCI Rogers Communic...
35.06
+0.70% 47.25K +100.00% 1.26M 26.73 0.15% Share
101 GOLD Barrick Gold Co...
21.16
+1.37% 63.63K +22.06% 1.24M 19.77 0.15% Share
102 OKE ONEOK, Inc.
74.80
-0.7% 12.46K 0.00% 1.24M 63.43 0.15% Share
103 TD The Toronto-Dom...
74.50
+0.03% 20.55K -2.81% 1.23M 56.42 0.15% Share
104 MLM Martin Marietta...
612.14
-1.28% 2.55K -5.56% 1.22M 288.78 0.15% Share
105 VMC Vulcan Material...
293.12
-0.85% 5.2K -5.71% 1.21M 150.61 0.15% Share
106 ES Eversource Ener...
65.52
-1.18% 19.2K -8.81% 1.19M 73.39 0.15% Share
107 SO The Southern Co...
94.18
-0.64% 12.52K 0.00% 1.15M 61.43 0.14% Share
108 JEF Jefferies Finan...
61.73
-2% 20.68K -0.6% 1.11M 33.09 0.14% Share
109 PAYX Paychex, Inc.
137.45
-0.84% 7.17K -5.22% 1.11M 113.49 0.14% Share
110 DVN Devon Energy Co...
33.85
+0.68% 28.75K +39.23% 1.08M 39.45 0.13% Share
111 CLX The Clorox Comp...
121.58
-1.07% 7.28K -1.02% 1.07M 200.43 0.13% Share
112 UBER Uber Technologi...
91.40
+0.63% 14.28K +9.39% 1.04M 33.82 0.13% Share
113 LHX L3Harris Techno...
270.96
+0.27% 4.9K -6.67% 1.03M 201.92 0.13% Share
114 TRV The Travelers C...
268.64
-0.25% 3.77K 0.00% 998.34K 140.37 0.12% Share
115 NOC Northrop Grumma...
583.89
+0.31% 1.93K 0.00% 985.62K 332.01 0.12% Share
116 BAX Baxter Internat...
24.45
+1.43% 28.09K +100.00% 961.52K 34.23 0.12% Share
117 GEV GE Vernova Inc.
625.14
-1.45% 3.1K -3.58% 946.37K 167.52 0.12% Share
118 CCI Crown Castle In...
101.05
-0.76% 8.85K -7.62% 922.44K 127.87 0.11% Share
119 HUBB Hubbell Incorpo...
437.86
-1.37% 2.75K 0.00% 910K 156.79 0.11% Share
120 KMB Kimberly-Clark ...
133.43
-1.02% 6.38K +2.00% 906.65K 134.06 0.11% Share
121 UPS United Parcel S...
88.56
+0.43% 8.15K +137.96% 896.42K 135.23 0.11% Share
122 ASML ASML Holding N....
755.11
-0.06% 1.33K +6.80% 884.61K 561.34 0.11% Share
123 BBWI Bath & Body Wor...
28.70
-3.04% 28.1K +5.05% 851.99K 35.22 0.10% Share
124 CMP Compass Mineral...
18.74
-1.88% 89.7K -52.69% 833.31K 39.09 0.10% Share
125 SNY Sanofi
49.04
+0.62% 14.88K -2.14% 824.97K 47.35 0.10% Share
126 CRWD CrowdStrike Hol...
424.70
-1.72% 2.29K +2.93% 805.64K 177.94 0.10% Share
127 YUM Yum! Brands, In...
146.79
+1.38% 5.11K 0.00% 803.32K 139.71 0.10% Share
128 XEL Xcel Energy Inc...
72.39
-0.73% 10.63K 0.00% 752.14K 66.67 0.09% Share
129 UNP Union Pacific C...
221.35
-0.82% 3.08K -0.96% 727.62K 209.2 0.09% Share
130 AEP American Electr...
112.87
-0.21% 6.53K 0.00% 713.53K 83.27 0.09% Share
131 TMO Thermo Fisher S...
485.13
+0.07% 1.38K -5.17% 684.2K 465.78 0.08% Share
132 EMR Emerson Electri...
134.37
-0.43% 6.13K 0.00% 672.64K 83.1 0.08% Share
133 UNH UnitedHealth Gr...
271.50
-0.11% 1.25K -38.06% 652.07K 350.68 0.08% Share
134 UNG United States N...
12.51
+0.89% 28K +100.00% 605.08K 21.61 0.07% Share
135 AMT American Tower ...
203.48
-0.33% 2.77K 0.00% 603.84K 210.17 0.07% Share
136 DUK Duke Energy Cor...
124.26
-1.15% 4.86K 0.00% 592.16K 92.96 0.07% Share
137 VFC V.F. Corporatio...
12.95
-0.99% 36.79K -60.27% 570.98K 19.83 0.07% Share
138 PNC The PNC Financi...
194.55
+0.59% 3.15K -13.7% 553.68K 145.8 0.07% Share
139 RSG Republic Servic...
232.53
-0.09% 2.25K 0.00% 544.86K 96.3 0.07% Share
140 EIX Edison Internat...
56.02
-0.45% 9.2K 0.00% 542.06K 65.87 0.07% Share
141 WRB W. R. Berkley C...
71.57
+0.32% 7.59K 0.00% 540.1K 29.52 0.07% Share
142 KMI Kinder Morgan, ...
26.84
-0.09% 18.75K 0.00% 534.94K 18.32 0.07% Share
143 YUMC Yum China Holdi...
44.80
-1.78% 10.21K 0.00% 531.27K 45.02 0.07% Share
144 ED Consolidated Ed...
102.86
-0.78% 4.7K 0.00% 519.77K 72.27 0.06% Share
145 CARR Carrier Global ...
65.76
-1.92% 8.12K 0.00% 514.81K 37.72 0.06% Share
146 DLR Digital Realty ...
166.13
-1.45% 3.44K 0.00% 492.92K 139.57 0.06% Share
147 WCN Waste Connectio...
184.77
-0.52% 2.52K 0.00% 492.14K 102.57 0.06% Share
148 DOW Dow Inc.
23.38
+2.01% 13.6K -3% 474.74K 56.52 0.06% Share
149 CTSH Cognizant Techn...
69.35
-1.52% 6K 0.00% 459K 81.95 0.06% Share
150 MMM 3M Company
156.66
-2.21% 3.12K 0.00% 458.2K 136.7 0.06% Share