Bard Financial Services, Inc. Top Holdings and 13F Report (2025) About Bard Financial Services, Inc.Investment ActivityBard Financial Services, Inc. has $833.82 million in total holdings as of December 31, 2024.Bard Financial Services, Inc. owns shares of 209 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 2.24% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Bard Financial Services, Inc. has purchased 212 new stocks and bought additional shares in 36 stocks.Bard Financial Services, Inc. sold shares of 63 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $122,384,668Microsoft $66,115,982Walmart $28,204,588Home Depot $24,455,616Berkshire Hathaway $19,973,783 Largest New Holdings this Quarter BLACKROCK INC NEW COM $4,049,185 HoldingLAM RESH CORP COM NEW $2,437,763 HoldingDNP Select Income Fund $762,886 HoldingCompass Diversified $205,989 HoldingMicroVision $166,436 Holding Largest Purchases this Quarter BLACKROCK INC NEW COM 3,950 shares (about $4.05M)Tesla 6,345 shares (about $2.56M)LAM RESH CORP COM NEW 33,750 shares (about $2.44M)Palo Alto Networks 7,930 shares (about $1.44M)Roche 30,350 shares (about $1.06M) Largest Sales this Quarter Microsoft 2,400 shares (about $1.01M)WPP 19,450 shares (about $999.73K)EQT 19,415 shares (about $895.23K)Wells Fargo & Company 12,525 shares (about $879.76K)CVS Health 15,700 shares (about $704.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBard Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$122,384,668$950,345 ▲0.8%488,71714.7%Computer and TechnologyMSFTMicrosoft$66,115,982$1,011,605 ▼-1.5%156,8587.9%Computer and TechnologyWMTWalmart$28,204,588$99,385 ▲0.4%312,1703.4%Retail/WholesaleHDHome Depot$24,455,616$525,141 ▼-2.1%62,8692.9%Retail/WholesaleBRK.BBerkshire Hathaway$19,973,783$305,964 ▼-1.5%44,0652.4%FinanceMCDMcDonald's$16,483,403$159,442 ▼-1.0%56,8602.0%Retail/WholesaleTYTri-Continental$14,748,041$698,100 ▼-4.5%465,3841.8%FinanceJNJJohnson & Johnson$14,466,097$30,949 ▼-0.2%100,0281.7%MedicalPFEPfizer$13,751,765$22,232 ▲0.2%518,3471.6%MedicalLMTLockheed Martin$13,299,755$31,586 ▲0.2%27,3691.6%AerospaceABBVAbbVie$12,284,401$22,213 ▼-0.2%69,1301.5%MedicalAMZNAmazon.com$12,217,829$104,210 ▲0.9%55,6901.5%Retail/WholesalePGProcter & Gamble$11,770,898$46,104 ▼-0.4%70,2111.4%Consumer StaplesJPMJPMorgan Chase & Co.$11,441,358$95,884 ▼-0.8%47,7301.4%FinanceKOCoca-Cola$11,262,616$101,173 ▼-0.9%180,8961.4%Consumer StaplesGOOGLAlphabet$11,185,737$210,123 ▲1.9%59,0901.3%Computer and TechnologyNVDANVIDIA$11,011,780$157,791 ▲1.5%82,0001.3%Computer and TechnologyPEPPepsiCo$10,776,684$11,405 ▲0.1%70,8711.3%Consumer StaplesVZVerizon Communications$10,751,511$23,994 ▲0.2%268,8551.3%Computer and TechnologyMRKMerck & Co., Inc.$10,361,155$154,194 ▼-1.5%104,1531.2%MedicalBACBank of America$9,946,984$142,838 ▼-1.4%226,3251.2%FinanceAMATApplied Materials$9,315,446$24,394 ▲0.3%57,2801.1%Computer and TechnologyXOMExxon Mobil$9,186,478$26,893 ▲0.3%85,4001.1%EnergyCVXChevron$9,086,537$28,968 ▲0.3%62,7351.1%EnergyCSCOCisco Systems$9,024,152$10,064 ▼-0.1%152,4351.1%Computer and TechnologyGOOGAlphabet$8,654,546$9,522 ▲0.1%45,4451.0%Computer and TechnologyGSThe Goldman Sachs Group$8,082,531$57,262 ▼-0.7%14,1151.0%FinanceNVONovo Nordisk A/S$7,345,248$301,070 ▼-3.9%85,3900.9%MedicalMOAltria Group$7,332,220$320,277 ▼-4.2%140,2220.9%Consumer StaplesAMGNAmgen$7,118,078$228,060 ▼-3.1%27,3100.9%MedicalCOSTCostco Wholesale$6,972,8150.0%7,6100.8%Retail/WholesaleWMWaste Management$6,957,7190.0%34,4800.8%Business ServicesGISGeneral Mills$6,874,417$43,045 ▼-0.6%107,8000.8%Consumer StaplesHBIHanesbrands$6,862,956$694,342 ▼-9.2%843,1150.8%Consumer DiscretionaryLYGLloyds Banking Group$6,599,550$36,720 ▲0.6%2,426,3050.8%FinanceSBUXStarbucks$6,579,456$18,250 ▼-0.3%72,1030.8%Retail/WholesaleCVSCVS Health$6,367,990$704,776 ▼-10.0%141,8570.8%MedicalCMCSAComcast$6,245,367$105,459 ▼-1.7%166,4100.7%Consumer DiscretionaryABTAbbott Laboratories$6,236,320$113,110 ▼-1.8%55,1350.7%MedicalSYYSysco$6,234,1660.0%81,5350.7%Consumer StaplesPMPhilip Morris International$6,123,085$183,535 ▼-2.9%50,8770.7%Consumer StaplesMETAMeta Platforms$5,533,070$43,913 ▼-0.8%9,4500.7%Computer and TechnologyWFCWells Fargo & Company$5,326,299$879,756 ▼-14.2%75,8300.6%FinanceTSLATesla$5,324,630$2,562,365 ▲92.8%13,1850.6%Auto/Tires/TrucksTAT&T$5,286,625$51,233 ▼-1.0%232,1750.6%Computer and TechnologyENBEnbridge$5,273,247$29,699 ▲0.6%124,2900.6%EnergyPAGPPlains GP$5,173,511$9,190 ▲0.2%281,4750.6%EnergyBXBlackstone$5,107,942$43,105 ▼-0.8%29,6250.6%FinanceEPDEnterprise Products Partners$5,000,352$515,088 ▼-9.3%159,4500.6%EnergyTSMTaiwan Semiconductor Manufacturing$4,610,179$98,749 ▼-2.1%23,3430.6%Computer and TechnologyORCLOracle$4,540,9400.0%27,2500.5%Computer and TechnologySHELShell$4,109,840$104,939 ▼-2.5%65,6000.5%EnergyBLACKROCK INC NEW COM$4,049,185$4,049,185 ▲New Holding3,9500.5%COMBLFSBioLife Solutions$3,984,2110.0%153,4750.5%MedicalBTIBritish American Tobacco$3,909,339$487,637 ▲14.3%107,6350.5%Consumer StaplesRHHBYRoche$3,866,448$1,058,608 ▲37.7%110,8500.5%MedicalHONHoneywell International$3,816,209$22,589 ▼-0.6%16,8940.5%Multi-Sector ConglomeratesAVGOBroadcom$3,744,216$127,512 ▼-3.3%16,1500.4%Computer and TechnologyQCOMQUALCOMM$3,667,6780.0%23,8750.4%Computer and TechnologyORealty Income$3,568,055$40,859 ▼-1.1%66,8050.4%FinanceVVisa$3,440,095$23,703 ▼-0.7%10,8850.4%Business ServicesKMXCarMax$3,246,690$53,962 ▲1.7%39,7100.4%Retail/WholesaleNEMNewmont$3,207,620$650,606 ▲25.4%86,1800.4%Basic MaterialsGDGeneral Dynamics$3,173,7370.0%12,0450.4%AerospaceUSBU.S. Bancorp$2,937,206$71,745 ▼-2.4%61,4090.4%FinanceRTXRTX$2,864,6490.0%24,7550.3%AerospacePANWPalo Alto Networks$2,858,592$1,442,943 ▲101.9%15,7100.3%Computer and TechnologyGILDGilead Sciences$2,779,8750.0%30,0950.3%MedicalAPDAir Products and Chemicals$2,755,380$14,502 ▲0.5%9,5000.3%Basic MaterialsINFYInfosys$2,725,5330.0%124,3400.3%Computer and TechnologyIBMInternational Business Machines$2,723,6940.0%12,3900.3%Computer and TechnologyGSKGSK$2,674,993$742,349 ▲38.4%79,0950.3%MedicalMDTMedtronic$2,456,709$639,040 ▼-20.6%30,7550.3%MedicalGEGeneral Electric$2,445,141$22,517 ▼-0.9%14,6600.3%TransportationLAM RESH CORP COM NEW$2,437,763$2,437,763 ▲New Holding33,7500.3%COMVCTRVictory Capital$2,353,9420.0%35,9600.3%FinanceVRTVertiv$2,348,887$56,805 ▼-2.4%20,6750.3%Computer and TechnologyKVUEKenvue$2,322,667$42,700 ▲1.9%108,7900.3%Consumer StaplesCRMSalesforce$2,318,5790.0%6,9350.3%Computer and TechnologySCHWCharles Schwab$2,314,6630.0%31,2750.3%FinanceMAMastercard$2,264,2510.0%4,3000.3%Business ServicesBMYBristol-Myers Squibb$2,228,464$43,834 ▼-1.9%39,4000.3%MedicalLLYEli Lilly and Company$2,138,440$77,200 ▲3.7%2,7700.3%MedicalCMPCompass Minerals International$2,133,169$25,313 ▲1.2%189,6150.3%Basic MaterialsLOWLowe's Companies$2,074,3540.0%8,4050.2%Retail/WholesaleGLWCorning$2,001,780$285,120 ▲16.6%42,1250.2%Computer and TechnologyVFCVF$1,986,981$318,681 ▼-13.8%92,5900.2%Consumer DiscretionaryULUnilever$1,953,3150.0%34,4500.2%Consumer StaplesELEstée Lauder Companies$1,950,980$605,089 ▲45.0%26,0200.2%Consumer StaplesALLAllstate$1,884,5220.0%9,7750.2%FinanceWBSWebster Financial$1,880,241$34,513 ▼-1.8%34,0500.2%FinanceWPPWPP$1,763,277$999,730 ▼-36.2%34,3050.2%Business ServicesJEFJefferies Financial Group$1,630,720$58,800 ▼-3.5%20,8000.2%FinanceMTBM&T Bank$1,613,1260.0%8,5800.2%FinanceNEENextEra Energy$1,597,6120.0%22,2850.2%UtilitiesMDLZMondelez International$1,556,2650.0%26,0550.2%Consumer StaplesMSMorgan Stanley$1,531,270$31,430 ▼-2.0%12,1800.2%FinanceDISWalt Disney$1,504,339$91,864 ▼-5.8%13,5100.2%Consumer DiscretionaryVMCVulcan Materials$1,418,6230.0%5,5150.2%ConstructionMLMMartin Marietta Materials$1,394,5500.0%2,7000.2%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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