Bard Financial Services, Inc. Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About Bard Financial Services, Inc.Investment ActivityBard Financial Services, Inc. has $941.48 million in total holdings as of March 31, 2024.Bard Financial Services, Inc. owns shares of 234 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 3.87% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Bard Financial Services, Inc. has purchased 234 new stocks and bought additional shares in 49 stocks.Bard Financial Services, Inc. sold shares of 88 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $97,464,538Microsoft $81,675,970Walmart $36,855,949Berkshire Hathaway $33,700,473Home Depot $33,302,259 Largest New Holdings this Quarter Booking $544,182 HoldingPhillips 66 $245,010 HoldingAdvanced Micro Devices $226,515 HoldingChurch & Dwight $219,573 HoldingMcKesson $201,319 Holding Largest Purchases this Quarter Walmart 409,270 shares (about $24.63M)Realty Income 47,190 shares (about $2.55M)Pfizer 53,937 shares (about $1.50M)GSK 25,500 shares (about $1.09M)Kenvue 35,050 shares (about $752.17K) Largest Sales this Quarter Apple 16,855 shares (about $2.89M)NVIDIA 1,955 shares (about $1.77M)Uber Technologies 19,050 shares (about $1.47M)Meta Platforms 2,420 shares (about $1.18M)Microsoft 2,700 shares (about $1.14M) 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$97,464,538$2,890,299 ▼-2.9%568,37210.4%Computer and TechnologyMSFTMicrosoft$81,675,970$1,135,949 ▼-1.4%194,1338.7%Computer and TechnologyWMTWalmart$36,855,949$24,625,789 ▲201.4%612,5303.9%Retail/WholesaleBRK.BBerkshire Hathaway$33,700,473$71,488 ▲0.2%80,1403.6%FinanceHDHome Depot$33,302,259$130,424 ▼-0.4%86,8153.5%Retail/WholesaleJNJJohnson & Johnson$17,687,241$455,429 ▼-2.5%111,8101.9%MedicalMCDMcDonald's$16,983,509$63,440 ▼-0.4%60,2351.8%Retail/WholesaleNVDANVIDIA$15,956,870$1,766,460 ▼-10.0%17,6601.7%Computer and TechnologyTYTri-Continental$15,917,314$627,952 ▼-3.8%516,7951.7%FinanceAMGNAmgen$14,255,805$8,530 ▲0.1%50,1401.5%MedicalMRKMerck & Co., Inc.$13,997,012$59,378 ▼-0.4%106,0781.5%MedicalABBVAbbVie$13,676,6210.0%75,1051.5%MedicalAMATApplied Materials$13,503,940$491,859 ▼-3.5%65,4801.4%Computer and TechnologyPFEPfizer$13,260,659$1,496,754 ▲12.7%477,8611.4%MedicalCVSCVS Health$12,694,271$441,474 ▼-3.4%159,1551.3%Retail/WholesalePEPPepsiCo$12,551,377$4,025 ▼0.0%71,7181.3%Consumer StaplesLMTLockheed Martin$12,333,404$27,292 ▲0.2%27,1141.3%AerospacePGProcter & Gamble$12,186,782$7,301 ▲0.1%75,1111.3%Consumer StaplesNVONovo Nordisk A/S$12,185,802$317,790 ▼-2.5%94,9051.3%MedicalJPMJPMorgan Chase & Co.$11,610,390$212,318 ▼-1.8%57,9651.2%FinanceVZVerizon Communications$11,590,611$716,887 ▲6.6%276,2301.2%Computer and TechnologyWMWaste Management$11,394,9990.0%53,4601.2%Business ServicesKOCoca-Cola$11,138,828$10,707 ▲0.1%182,0661.2%Consumer StaplesXOMExxon Mobil$11,079,997$133,676 ▲1.2%95,3201.2%Oils/EnergyCVXChevron$11,052,842$189,288 ▲1.7%70,0701.2%Oils/EnergyAMZNAmazon.com$10,718,180$284,099 ▼-2.6%59,4201.1%Retail/WholesaleCSCOCisco Systems$10,256,505$56,149 ▲0.6%205,5001.1%Computer and TechnologyGOOGLAlphabet$9,836,108$404,492 ▼-3.9%65,1701.0%Computer and TechnologyBRK.ABerkshire Hathaway$9,516,6000.0%151.0%FinanceBACBank of America$9,467,486$53,088 ▼-0.6%249,6701.0%FinanceORCLOracle$8,237,5030.0%65,5800.9%Computer and TechnologyGOOGAlphabet$8,171,794$167,486 ▼-2.0%53,6700.9%Computer and TechnologyMOAltria Group$7,621,165$497,487 ▲7.0%174,7170.8%Consumer StaplesGISGeneral Mills$7,472,808$40,233 ▼-0.5%106,8000.8%Consumer StaplesSYYSysco$7,353,690$183,873 ▼-2.4%90,5850.8%Consumer StaplesSBUXStarbucks$7,317,929$18,278 ▼-0.2%80,0730.8%Retail/WholesaleABTAbbott Laboratories$7,079,313$258,008 ▼-3.5%62,2850.8%MedicalPMPhilip Morris International$7,072,818$185,531 ▼-2.6%77,1970.8%Consumer StaplesCMCSAComcast$7,010,996$14,956 ▲0.2%161,7300.7%Consumer DiscretionaryINTCIntel$6,582,876$481,232 ▼-6.8%149,0350.7%Computer and TechnologyLYGLloyds Banking Group$6,570,325$332,388 ▲5.3%2,536,8050.7%FinanceGSThe Goldman Sachs Group$6,190,166$2,088 ▲0.0%14,8200.7%FinanceWFCWells Fargo & Company$6,034,216$883,890 ▼-12.8%104,1100.6%FinanceIBMInternational Business Machines$5,893,026$28,644 ▲0.5%30,8600.6%Computer and TechnologyQCOMQUALCOMM$5,892,487$2,540 ▲0.0%34,8050.6%Computer and TechnologyCOSTCostco Wholesale$5,666,893$120,884 ▼-2.1%7,7350.6%Retail/WholesaleHBIHanesbrands$5,478,767$236,147 ▲4.5%944,6150.6%Consumer DiscretionaryPAGPPlains GP$5,305,275$971,813 ▼-15.5%290,7000.6%Oils/EnergyUPSUnited Parcel Service$5,250,3550.0%35,3250.6%TransportationEPDEnterprise Products Partners$5,241,458$16,049 ▼-0.3%179,6250.6%Oils/EnergyTAT&T$5,008,5200.0%284,5750.5%Computer and TechnologySHELShell$4,727,996$125,700 ▲2.7%70,5250.5%Oils/EnergyMETAMeta Platforms$4,724,693$1,175,104 ▼-19.9%9,7300.5%Computer and TechnologyLLYEli Lilly and Company$4,469,380$190,600 ▼-4.1%5,7450.5%MedicalWPPWPP$4,462,947$144,570 ▼-3.1%94,1550.5%Business ServicesBXBlackstone$4,335,210$26,274 ▼-0.6%33,0000.5%FinanceENBEnbridge$4,226,460$216,333 ▲5.4%116,8300.4%Oils/EnergyDISWalt Disney$4,135,156$945,843 ▼-18.6%33,7950.4%Consumer DiscretionaryORealty Income$4,029,909$2,552,979 ▲172.9%74,4900.4%FinanceMDTMedtronic$3,633,284$23,531 ▼-0.6%41,6900.4%MedicalHONHoneywell International$3,600,927$30,788 ▼-0.8%17,5440.4%Multi-Sector ConglomeratesBLKBlackRock$3,489,0350.0%4,1850.4%FinanceTSMTaiwan Semiconductor Manufacturing$3,475,242$19,728 ▼-0.6%25,5430.4%Computer and TechnologyKMXCarMax$3,415,583$156,798 ▲4.8%39,2100.4%Retail/WholesaleGDGeneral Dynamics$3,402,5920.0%12,0450.4%AerospaceLRCXLam Research$3,279,0490.0%3,3750.3%Computer and TechnologyGEGeneral Electric$3,244,672$87,765 ▼-2.6%18,4850.3%TransportationHUBBHubbell$3,216,6380.0%7,7500.3%Industrial ProductsLOWLowe's Companies$3,207,051$7,642 ▲0.2%12,5900.3%Retail/WholesaleBMYBristol-Myers Squibb$3,105,481$271,150 ▼-8.0%57,2650.3%MedicalVVisa$3,058,7170.0%10,9600.3%Business ServicesUSBU.S. Bancorp$3,057,895$8,940 ▼-0.3%68,4090.3%FinanceCMPCompass Minerals International$3,029,793$492,505 ▲19.4%192,4900.3%Basic MaterialsGSKGSK$2,852,784$1,093,185 ▲62.1%66,5450.3%MedicalRTXRTX$2,677,686$6,339 ▲0.2%27,4550.3%AerospaceUBERUber Technologies$2,648,456$1,466,660 ▼-35.6%34,4000.3%Computer and TechnologyMDLZMondelez International$2,576,0000.0%36,8000.3%Consumer StaplesAPDAir Products and Chemicals$2,495,381$12,114 ▲0.5%10,3000.3%Basic MaterialsULUnilever$2,490,177$59,224 ▼-2.3%49,6150.3%Consumer StaplesBLFSBioLife Solutions$2,478,9290.0%133,6350.3%MedicalGILDGilead Sciences$2,427,871$18,312 ▲0.8%33,1450.3%MedicalSCHWCharles Schwab$2,407,114$9,043 ▼-0.4%33,2750.3%FinanceNEMNewmont$2,361,856$219,520 ▲10.2%65,9000.3%Basic MaterialsPANWPalo Alto Networks$2,309,977$55,405 ▼-2.3%8,1300.2%Computer and TechnologyAVGOBroadcom$2,286,332$53,016 ▼-2.3%1,7250.2%Computer and TechnologyWBSWebster Financial$2,280,842$71,078 ▼-3.0%44,9250.2%FinanceINFYInfosys$2,229,4160.0%124,3400.2%Computer and TechnologyMTBM&T Bank$2,161,238$54,540 ▼-2.5%14,8600.2%FinanceMAMastercard$2,070,751$21,671 ▲1.1%4,3000.2%Business ServicesCRMSalesforce$2,058,565$75,295 ▼-3.5%6,8350.2%Computer and TechnologyETRNEquitrans Midstream$2,041,053$106,602 ▼-5.0%163,4150.2%Oils/EnergyALLAllstate$2,032,8680.0%11,7500.2%FinanceCORCencora$2,019,2470.0%8,3100.2%MedicalMLMMartin Marietta Materials$1,872,5170.0%3,0500.2%ConstructionFISFidelity National Information Services$1,871,153$810,655 ▼-30.2%25,2240.2%Business ServicesVRTVertiv$1,851,867$20,417 ▲1.1%22,6750.2%Computer and TechnologyVFCV.F.$1,798,615$277,884 ▼-13.4%117,2500.2%Consumer DiscretionaryVCTRVictory Capital$1,734,7510.0%40,8850.2%FinanceVMCVulcan Materials$1,662,0830.0%6,0900.2%ConstructionKVUEKenvue$1,605,208$752,173 ▲88.2%74,8000.2%Consumer StaplesShowing largest 100 holdings. 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