Bard Financial Services, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 6, 2025), Bard Financial Services, Inc. reported 209 stock positions worth $833.8 million. Its top holding was Apple (AAPL) at 14.7% of the portfolio, followed by Microsoft (MSFT, 7.9%) and Walmart (WMT, 3.4%). Compared with Q3 2024, it opened 4 new positions, sold out of 7, added to 36 and reduced 64. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale CVS Health (CVS, shares −10%).

Most Recent 13F
Q3 2025
Location
BRANFORD, CT
CIK
0001850858
Portfolio Value
$833.8M (Q4 2024)
SEC Filing
0001850858-25-000001 ↗ filed Jan 6, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $941.5M Q1 2024 Q2 2024: $967.1M Q2 2024 Q3 2024: $847.2M Q3 2024 Q4 2024: $833.8M $833.8M Q4 2024 Q1 2025: $817.7M Q1 2025 Q2 2025: $837.4M Q2 2025 Q3 2025: $911.2M Q3 2025

Holdings 209 stocks · $833.8M
AAPL Apple Inc. 14.68% 488,717 $122.4M Add +0.8%
MSFT Microsoft Corp. 7.93% 156,858 $66.1M Reduce -1.5%
WMT Walmart Inc. 3.38% 312,170 $28.2M Add +0.3%
HD Home Depot Inc. 2.93% 62,869 $24.5M Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B 2.40% 44,065 $20.0M Reduce -1.5%
MCD McDonald's Corp. 1.98% 56,860 $16.5M Reduce -1.0%
TY Tri-Continental Corp. 1.77% 465,384 $14.7M Reduce -4.5%
JNJ Johnson & Johnson 1.73% 100,028 $14.5M Reduce -0.2%
PFE Pfizer Inc. 1.65% 518,347 $13.8M Add +0.2%
LMT Lockheed Martin Corp. 1.59% 27,369 $13.3M Add +0.2%
ABBV Abbvie Inc. 1.47% 69,130 $12.3M Reduce -0.2%
AMZN Amazon.com Inc. 1.47% 55,690 $12.2M Add +0.9%
PG The Procter & Gamble Co. 1.41% 70,211 $11.8M Reduce -0.4%
JPM JPMorgan Chase & Co. 1.37% 47,730 $11.4M Reduce -0.8%
KO The Coca-Cola Co. 1.35% 180,896 $11.3M Reduce -0.9%
GOOGL Alphabet Inc. Class A 1.34% 59,090 $11.2M Add +1.9%
NVDA Nvidia Corp. 1.32% 82,000 $11.0M Add +1.4%
PEP Pepsico Inc. 1.29% 70,871 $10.8M Add +0.1%
VZ Verizon Communications Inc. 1.29% 268,855 $10.8M Add +0.2%
MRK Merck & Co. Inc. 1.24% 104,153 $10.4M Reduce -1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.19% 226,325 $9.9M Reduce -1.4%
AMAT Applied Materials Inc. 1.12% 57,280 $9.3M Add +0.3%
XOM Exxon Mobil Corp. 1.10% 85,400 $9.2M Add +0.3%
CVX Chevron Corp. 1.09% 62,735 $9.1M Add +0.3%
CSCO Cisco Systems Inc. 1.08% 152,435 $9.0M Reduce -0.1%
GOOG Alphabet Inc. Class C 1.04% 45,445 $8.7M Add +0.1%
GS Goldman Sachs Group Inc. 0.97% 14,115 $8.1M Reduce -0.7%
NVO Novo-Nordisk A/S-Spons ADR 0.88% 85,390 $7.3M Reduce -3.9%
MO Altria Group Inc. 0.88% 140,222 $7.3M Reduce -4.2%
AMGN Amgen Inc. 0.85% 27,310 $7.1M Reduce -3.1%
COST Costco Wholesale Corp. 0.84% 7,610 $7.0M No change
WM Waste Management Inc. 0.83% 34,480 $7.0M No change
GIS General Mills Inc. 0.82% 107,800 $6.9M Reduce -0.6%
HBI Hanesbrands Inc. 0.82% 843,115 $6.9M Reduce -9.2%
LYG Lloyds Banking Group PLC-ADR 0.79% 2,426,305 $6.6M Add +0.6%
SBUX Starbucks Corp. 0.79% 72,103 $6.6M Reduce -0.3%
CVS CVS Health Corp. 0.76% 141,857 $6.4M Reduce -10.0%
CMCSA Comcast Corp. Class A 0.75% 166,410 $6.2M Reduce -1.7%
ABT Abbott Laboratories 0.75% 55,135 $6.2M Reduce -1.8%
SYY Sysco Corp. 0.75% 81,535 $6.2M No change
PM Philip Morris International 0.73% 50,877 $6.1M Reduce -2.9%
META Meta Platforms Inc. Class A 0.66% 9,450 $5.5M Reduce -0.8%
WFC Wells Fargo & Co. 0.64% 75,830 $5.3M Reduce -14.2%
TSLA Tesla Inc. 0.64% 13,185 $5.3M Add +92.8%
T AT&T Inc. 0.63% 232,175 $5.3M Reduce -1.0%
ENB Enbridge Inc. 0.63% 124,290 $5.3M Add +0.6%
PAGP Plains GP Holdings LP 0.62% 281,475 $5.2M Add +0.2%
BX Blackstone Inc. 0.61% 29,625 $5.1M Reduce -0.8%
EPD Enterprise Products Partners 0.60% 159,450 $5.0M Reduce -9.3%
TSM Taiwan Semiconductor-SP ADR 0.55% 23,343 $4.6M Reduce -2.1%
ORCL Oracle Corp. 0.54% 27,250 $4.5M No change
SHEL Shell PLC-ADR 0.49% 65,600 $4.1M Reduce -2.5%
BLK BlackRock Inc. 0.49% 3,950 $4.0M Reduce -1.5%
BLFS Biolife Solutions Inc. 0.48% 153,475 $4.0M No change
BTI British American Tob-SP ADR 0.47% 107,635 $3.9M Add +14.3%
RHHBY Roche Holdings Ltd.-Spons ADR 0.46% 110,850 $3.9M Add +37.7%
HON Honeywell International Inc. 0.46% 16,894 $3.8M Reduce -0.6%
AVGO Broadcom Inc. 0.45% 16,150 $3.7M Reduce -3.3%
QCOM Qualcomm Inc. 0.44% 23,875 $3.7M No change
O Realty Income Corp. 0.43% 66,805 $3.6M Reduce -1.1%
V Visa Inc. Class A 0.41% 10,885 $3.4M Reduce -0.7%
KMX Carmax Inc. 0.39% 39,710 $3.2M Add +1.7%
NEM Newmont Corp. 0.38% 86,180 $3.2M Add +25.4%
GD General Dynamics Corp. 0.38% 12,045 $3.2M No change
USB US Bancorp 0.35% 61,409 $2.9M Reduce -2.4%
RTX RTX Corp. 0.34% 24,755 $2.9M No change
PANW Palo Alto Networks Inc. 0.34% 15,710 $2.9M Add +1.0%
GILD Gilead Sciences Inc. 0.33% 30,095 $2.8M No change
APD Air Products & Chemicals Inc. 0.33% 9,500 $2.8M Add +0.5%
INFY Infosys Ltd.-SP ADR 0.33% 124,340 $2.7M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.33% 12,390 $2.7M No change
GSK GSK PLC-Spon ADR 0.32% 79,095 $2.7M Add +38.4%
MDT Medtronic PLC 0.29% 30,755 $2.5M Reduce -20.6%
GE General Electric filed as GE AEROSPACE 0.29% 14,660 $2.4M Reduce -0.9%
LRCX Lam Research Corp. 0.29% 33,750 $2.4M No change
VCTR Victory Capital Holding - A 0.28% 35,960 $2.4M No change
VRT Vertiv Holdings Co. Class A 0.28% 20,675 $2.3M Reduce -2.4%
KVUE Kenvue Inc. 0.28% 108,790 $2.3M Add +1.9%
CRM Salesforce Inc. 0.28% 6,935 $2.3M No change
SCHW Schwab (charles) Corp. 0.28% 31,275 $2.3M No change
MA Mastercard Inc. Class A 0.27% 4,300 $2.3M No change
BMY Bristol-Myers Squibb Co. 0.27% 39,400 $2.2M Reduce -1.9%
LLY Eli Lilly & Co. 0.26% 2,770 $2.1M Add +3.8%
CMP Compass Minerals Internation 0.26% 189,615 $2.1M Add +1.2%
LOW Lowe's Cos Inc. 0.25% 8,405 $2.1M No change
GLW Corning Inc. 0.24% 42,125 $2.0M Add +16.6%
VFC VF Corp. 0.24% 92,590 $2.0M Reduce -13.8%
UL Unilever PLC 0.23% 34,450 $2.0M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.23% 26,020 $2.0M Add +45.0%
ALL Allstate Corp. 0.23% 9,775 $1.9M No change
WBS Webster Financial Corp. 0.23% 34,050 $1.9M Reduce -1.8%
WPP WPP PLC-Sponsored ADR 0.21% 34,305 $1.8M Reduce -36.2%
JEF Jefferies Financial Group Inc. 0.20% 20,800 $1.6M Reduce -3.5%
MTB M & T Bank Corp. filed as M & T BK CORP 0.19% 8,580 $1.6M No change
NEE Nextera Energy Inc. 0.19% 22,285 $1.6M No change
MDLZ Mondelez International Inc. Class A 0.19% 26,055 $1.6M No change
MS Morgan Stanley 0.18% 12,180 $1.5M Reduce -2.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 13,510 $1.5M Reduce -5.8%
VMC Vulcan Materials Co. 0.17% 5,515 $1.4M No change
MLM Martin Marietta Materials 0.17% 2,700 $1.4M No change

Show all 209 holdings

Portfolio Sells Q3 2024 → Q4 2024
CVS CVS Health Corp. Reduce -10.0% 0.76% −0.41
NVO Novo-Nordisk A/S-Spons ADR Reduce -3.9% 0.88% −0.37
AMGN Amgen Inc. Reduce -3.1% 0.85% −0.22
KO The Coca-Cola Co. Reduce -0.9% 1.35% −0.20
JNJ Johnson & Johnson Reduce -0.2% 1.73% −0.18
MRK Merck & Co. Inc. Reduce -1.5% 1.24% −0.17
MSFT Microsoft Corp. Reduce -1.5% 7.93% −0.16
ABBV Abbvie Inc. Reduce -0.2% 1.47% −0.14
HD Home Depot Inc. Reduce -2.1% 2.93% −0.14
TY Tri-Continental Corp. Reduce -4.5% 1.77% −0.13
GIS General Mills Inc. Reduce -0.6% 0.82% −0.12
MDT Medtronic PLC Reduce -20.6% 0.29% −0.12
WPP WPP PLC-Sponsored ADR Reduce -36.2% 0.21% −0.11
MCD McDonald's Corp. Reduce -1.0% 1.98% −0.09
CMCSA Comcast Corp. Class A Reduce -1.7% 0.75% −0.09
EQT Eqt Corp. Reduce -81.0% 0.03% −0.08
O Realty Income Corp. Reduce -1.1% 0.43% −0.08
TFC Truist Financial Corp. Sold out 0.00% −0.06
UBER Uber Technologies Inc. Reduce -22.7% 0.09% −0.06
SBUX Starbucks Corp. Reduce -0.3% 0.79% −0.04
D Dominion Energy Inc. Reduce -59.0% 0.03% −0.04
CCI Crown Castle Inc. Reduce -5.0% 0.10% −0.04
FIS Fidelity National Info Serv Reduce -37.8% 0.06% −0.04
GE General Electric Reduce -0.9% 0.29% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.5% 2.40% −0.04
SNY Sanofi-ADR Reduce -15.6% 0.09% −0.03
B Barrick Gold Corp. Reduce -6.7% 0.10% −0.03
SHEL Shell PLC-ADR Reduce -2.5% 0.49% −0.03
ETN Eaton Corp. PLC Sold out 0.00% −0.03
ES Eversource Energy Reduce -3.0% 0.15% −0.03
PG The Procter & Gamble Co. Reduce -0.4% 1.41% −0.03
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.03
EIX Edison International Reduce -18.6% 0.09% −0.03
VICI Vici Properties Inc. Sold out 0.00% −0.03
DINO HF Sinclair Corp. Sold out 0.00% −0.03
ADBE Adobe Inc. Sold out 0.00% −0.03
IMBBY Imperial Brands PLC-Spon ADR Reduce -50.7% 0.03% −0.02
AMT American Tower Corp. Reduce -4.3% 0.06% −0.02
PM Philip Morris International Reduce -2.9% 0.73% −0.02
VFC VF Corp. Reduce -13.8% 0.24% −0.01
NXPI NXP Semiconductors NV Reduce -24.4% 0.03% −0.01
AEP American Electric Power Reduce -8.7% 0.07% −0.01
GEHC GE Healthcare Technology Reduce -1.4% 0.05% −0.01
MMM 3M Co. Reduce -10.7% 0.05% −0.01
ABT Abbott Laboratories Reduce -1.8% 0.75% −0.01
PYPL PayPal Holdings Inc. Reduce -22.5% 0.04% −0.01
GVA Granite Construction Inc. Reduce -28.1% 0.03% −0.01
EPD Enterprise Products Partners Reduce -9.3% 0.60% −0.00
MO Altria Group Inc. Reduce -4.2% 0.88% −0.00
BASA Basanite Inc. Sold out 0.00% −0.00

Portfolio Buys Q3 2024 → Q4 2024
AAPL Apple Inc. Add +0.8% 14.68% +1.34
TSLA Tesla Inc. Add +92.8% 0.64% +0.43
WMT Walmart Inc. Add +0.3% 3.38% +0.42
AMZN Amazon.com Inc. Add +0.9% 1.47% +0.25
GOOGL Alphabet Inc. Class A Add +1.9% 1.34% +0.21
NVDA Nvidia Corp. Add +1.4% 1.32% +0.16
GOOG Alphabet Inc. Class C Add +0.1% 1.04% +0.14
DNP DNP Select Income Fund Inc. New 0.09% +0.09
RHHBY Roche Holdings Ltd.-Spons ADR Add +37.7% 0.46% +0.08
BBWI Bath & Body Works Inc. Add +107.4% 0.12% +0.08
BTI British American Tob-SP ADR Add +14.3% 0.47% +0.06
GLW Corning Inc. Add +16.6% 0.24% +0.05
GSK GSK PLC-Spon ADR Add +38.4% 0.32% +0.05
ENB Enbridge Inc. Add +0.6% 0.63% +0.04
KMX Carmax Inc. Add +1.7% 0.39% +0.03
DVN Devon Energy Corp. Add +86.9% 0.08% +0.03
PANW Palo Alto Networks Inc. Add +1.0% 0.34% +0.03
CODI Compass Diversified Holdings New 0.02% +0.02
EL Estee Lauder Companies Class A Add +45.0% 0.23% +0.02
MVIS Microvision Inc. New 0.02% +0.02
CRWD CrowdStrike Holdings Inc. Class A Add +2.3% 0.09% +0.02
F Ford Motor Co. New 0.01% +0.01
SLB SLB Ltd. Add +38.1% 0.03% +0.01
PAGP Plains GP Holdings LP Add +0.2% 0.62% +0.01
VEEV Veeva Systems Inc. Class A Add +7.0% 0.06% +0.00
CVX Chevron Corp. Add +0.3% 1.09% +0.00
APD Air Products & Chemicals Inc. Add +0.5% 0.33% −0.00
LHX L3HARRIS Technologies Inc. Add +6.1% 0.13% −0.01
CMP Compass Minerals Internation Add +1.2% 0.26% −0.01
ASML ASML Holding NV-NY Reg SHS Add +6.4% 0.10% −0.01
KVUE Kenvue Inc. Add +1.9% 0.28% −0.01
LLY Eli Lilly & Co. Add +3.8% 0.26% −0.02
NEM Newmont Corp. Add +25.4% 0.38% −0.05
XOM Exxon Mobil Corp. Add +0.3% 1.10% −0.08
LYG Lloyds Banking Group PLC-ADR Add +0.6% 0.79% −0.10
PFE Pfizer Inc. Add +0.2% 1.65% −0.12
PEP Pepsico Inc. Add +0.1% 1.29% −0.13
VZ Verizon Communications Inc. Add +0.2% 1.29% −0.13
AMAT Applied Materials Inc. Add +0.3% 1.12% −0.25
LMT Lockheed Martin Corp. Add +0.2% 1.59% −0.29

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 212$911.2MAAPL, MSFT, WMT, HD, BRK.B
Q2 2025 206$837.4MAAPL, MSFT, WMT, HD, BRK.B
Q1 2025 209$817.7MAAPL, MSFT, WMT, HD, BRK.B
Q4 2024 209$833.8MAAPL, MSFT, WMT, HD, BRK.B
Q3 2024Amended 212$847.2MAAPL, MSFT, HD, WMT, BRK.B
Q2 2024 225$967.1MAAPL, MSFT, WMT, BRK.B, HD
Q1 2024 234$941.5MAAPL, MSFT, WMT, BRK.B, HD