Bard Financial Services, Inc.
Q1 2025 13F Holdings
- Locationbranford, CT
- Num holdings
209
- Value ($000)
$817,727
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001850858
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | COM | 037833100 | $105.67M | 13 % | 475,728 | ||
MSFT MICROSOFT CORP COM | COM | 594918104 | $57.92M | 7 % | 154,284 | ||
WMT WALMART INC COM | COM | 931142103 | $27.41M | 3 % | 312,195 | ||
HD HOME DEPOT INC COM | COM | 437076102 | $22.82M | 3 % | 62,260 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | COM | 084670702 | $22.74M | 3 % | 42,690 | ||
MCD MCDONALDS CORP COM | COM | 580135101 | $17.75M | 2 % | 56,836 | ||
JNJ JOHNSON & JOHNSON COM | COM | 478160104 | $16.64M | 2 % | 100,317 | ||
ABBV ABBVIE INC COM | COM | 00287Y109 | $14.29M | 2 % | 68,220 | ||
TRI CONTL CORP COM | MF CLOSED END | 895436103 | $13.61M | 2 % | 443,834 | ||
PFE PFIZER INC COM | COM | 717081103 | $12.89M | 2 % | 508,511 |
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