Bard Financial Services, Inc. Top Holdings and 13F Report (2024) About Bard Financial Services, Inc.Investment ActivityBard Financial Services, Inc. has $482.87 million in total holdings as of September 30, 2024.Bard Financial Services, Inc. owns shares of 187 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 2.14% of the portfolio was purchased this quarter.About 116.19% of the portfolio was sold this quarter.This quarter, Bard Financial Services, Inc. has purchased 225 new stocks and bought additional shares in 6 stocks.Bard Financial Services, Inc. sold shares of 153 stocks and completely divested from 49 stocks this quarter.Largest Holdings Apple $57,756,040Microsoft $23,714,632Walmart $12,752,040Home Depot $12,200,862Berkshire Hathaway $10,869,040 Largest New Holdings this Quarter Estée Lauder Companies $1,478,403 HoldingCorning $993,300 HoldingYum! Brands $713,220 HoldingEQT $690,114 HoldingYum China $459,429 Holding Largest Purchases this Quarter Broadcom 9,460 shares (about $1.63M)Estée Lauder Companies 14,830 shares (about $1.48M)Roche 35,150 shares (about $1.40M)Corning 22,000 shares (about $993.30K)Eversource Energy 10,504 shares (about $714.80K) Largest Sales this Quarter Apple 313,302 shares (about $73.00M)Microsoft 137,447 shares (about $59.14M)Walmart 457,435 shares (about $36.94M)Berkshire Hathaway 56,450 shares (about $25.98M)Home Depot 56,755 shares (about $23.00M) 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$57,756,040$72,999,366 ▼-55.8%247,88012.0%Computer and TechnologyMSFTMicrosoft$23,714,632$59,144,364 ▼-71.4%55,1114.9%Computer and TechnologyWMTWalmart$12,752,040$36,937,876 ▼-74.3%157,9202.6%Retail/WholesaleHDHome Depot$12,200,862$22,997,673 ▼-65.3%30,1102.5%Retail/WholesaleBRK.BBerkshire Hathaway$10,869,040$25,981,677 ▼-70.5%23,6152.3%FinancePFEPfizer$10,604,336$4,339,245 ▼-29.0%366,4242.2%MedicalTYTri-Continental$9,836,317$7,056,824 ▼-41.8%297,7092.0%FinanceVZVerizon Communications$8,988,063$3,546,543 ▼-28.3%200,1351.9%Communication ServicesNVDANVIDIA$8,497,764$12,866,568 ▼-60.2%69,9751.8%Computer and TechnologyLMTLockheed Martin$8,215,991$7,847,134 ▼-48.9%14,0551.7%AerospaceXOMExxon Mobil$7,837,915$4,090,978 ▼-34.3%66,8651.6%Oils/EnergyAMZNAmazon.com$7,600,401$3,280,340 ▼-30.1%40,7901.6%Retail/WholesaleAMGNAmgen$7,502,660$8,636,839 ▼-53.5%23,2851.6%MedicalKOCoca-Cola$7,057,371$6,009,724 ▼-46.0%98,2101.5%Consumer StaplesJNJJohnson & Johnson$6,661,476$11,334,638 ▼-63.0%41,1051.4%MedicalMRKMerck & Co., Inc.$6,493,361$5,552,857 ▼-46.1%57,1801.3%MedicalBACBank of America$6,337,888$3,497,594 ▼-35.6%159,7251.3%FinanceCVSCVS Health$5,964,168$4,311,996 ▼-42.0%94,8501.2%Retail/WholesaleGOOGLAlphabet$5,895,138$4,863,551 ▼-45.2%35,5451.2%Computer and TechnologyLYGLloyds Banking Group$5,786,992$2,238,600 ▼-27.9%1,854,8051.2%FinanceCVXChevron$5,655,904$5,060,933 ▼-47.2%38,4051.2%Oils/EnergyPEPPepsiCo$5,416,093$6,737,042 ▼-55.4%31,8501.1%Consumer StaplesHBIHanesbrands$5,252,420$1,916,880 ▼-26.7%714,6151.1%Consumer DiscretionaryMOAltria Group$5,233,993$3,774,236 ▼-41.9%102,5461.1%Consumer StaplesCMCSAComcast$5,178,018$1,916,408 ▼-27.0%123,9651.1%Consumer DiscretionaryCSCOCisco Systems$5,118,700$5,876,553 ▼-53.4%96,1801.1%Computer and TechnologyCOSTCostco Wholesale$5,106,355$1,750,877 ▼-25.5%5,7601.1%Retail/WholesalePGProcter & Gamble$4,998,552$8,010,673 ▼-61.6%28,8601.0%Consumer StaplesSBUXStarbucks$4,940,306$2,784,607 ▼-36.0%50,6751.0%Retail/WholesaleMCDMcDonald's$4,918,151$13,325,080 ▼-73.0%16,1511.0%Retail/WholesaleABBVAbbVie$4,824,436$9,938,180 ▼-67.3%24,4301.0%MedicalAMATApplied Materials$4,779,493$8,289,102 ▼-63.4%23,6551.0%Computer and TechnologyGSThe Goldman Sachs Group$4,661,461$2,614,181 ▼-35.9%9,4151.0%FinanceGOOGAlphabet$4,609,428$4,091,975 ▼-47.0%27,5701.0%Computer and TechnologyMETAMeta Platforms$4,588,107$990,321 ▼-17.8%8,0151.0%Computer and TechnologyPAGPPlains GP$4,417,338$1,028,138 ▼-18.9%238,7750.9%Oils/EnergyPMPhilip Morris International$4,243,211$4,992,013 ▼-54.1%34,9520.9%Consumer StaplesEPDEnterprise Products Partners$4,141,625$1,305,583 ▼-24.0%142,2750.9%Oils/EnergyJPMJPMorgan Chase & Co.$3,938,865$8,120,219 ▼-67.3%18,6800.8%FinanceWFCWells Fargo & Company$3,938,765$1,719,273 ▼-30.4%69,7250.8%FinanceTAT&T$3,934,040$2,224,750 ▼-36.1%178,8200.8%Computer and TechnologyBLFSBioLife Solutions$3,843,014$922,098 ▼-19.4%153,4750.8%MedicalORCLOracle$3,748,800$7,426,032 ▼-66.5%22,0000.8%Computer and TechnologyENBEnbridge$3,671,275$1,382,448 ▼-27.4%90,2650.8%Oils/EnergyGISGeneral Mills$3,258,631$4,700,552 ▼-59.1%44,1250.7%Consumer StaplesQCOMQUALCOMM$3,175,684$2,742,907 ▼-46.3%18,6750.7%Computer and TechnologyORealty Income$3,099,018$1,396,508 ▼-31.1%48,8650.6%FinanceTSMTaiwan Semiconductor Manufacturing$3,090,260$1,250,485 ▼-28.8%17,7930.6%Computer and TechnologySHELShell$3,023,808$1,635,560 ▼-35.1%45,8500.6%Oils/EnergyBTIBritish American Tobacco$2,853,605$547,756 ▲23.8%78,0090.6%Consumer StaplesBLKBlackRock$2,786,812$1,139,412 ▼-29.0%2,9350.6%FinanceLRCXLam Research$2,754,2700.0%3,3750.6%Computer and TechnologyMDTMedtronic$2,669,390$1,116,822 ▼-29.5%29,6500.6%MedicalRHHBYRoche$2,656,675$1,404,243 ▲112.1%66,5000.6%MedicalBXBlackstone$2,630,008$2,423,282 ▼-48.0%17,1750.5%FinanceNEMNewmont$2,534,866$1,389,700 ▼-35.4%47,4250.5%Basic MaterialsNVONovo Nordisk A/S$2,460,582$9,108,857 ▼-78.7%20,6650.5%MedicalKMXCarMax$2,430,506$688,682 ▼-22.1%31,4100.5%Retail/WholesaleINFYInfosys$2,414,068$354,984 ▼-12.8%108,4000.5%Computer and TechnologyHONHoneywell International$2,301,716$1,335,140 ▼-36.7%11,1350.5%Multi-Sector ConglomeratesGEGeneral Electric$2,282,761$1,033,418 ▼-31.2%12,1050.5%TransportationLOWLowe's Companies$2,276,494$1,133,507 ▼-33.2%8,4050.5%Retail/WholesaleVVisa$2,271,087$742,365 ▼-24.6%8,2600.5%Business ServicesIBMInternational Business Machines$2,164,373$4,658,155 ▼-68.3%9,7900.4%Computer and TechnologyULUnilever$2,123,542$569,049 ▼-21.1%32,6900.4%Consumer StaplesWPPWPP$2,036,424$2,166,626 ▼-51.5%39,8050.4%Business ServicesGSKGSK$1,990,856$672,272 ▼-25.2%48,7000.4%MedicalMAMastercard$1,987,545$135,795 ▼-6.4%4,0250.4%Business ServicesAVGOBroadcom$1,932,000$1,631,850 ▲543.7%11,2000.4%Computer and TechnologyVRTVertiv$1,882,848$348,215 ▼-15.6%18,9250.4%Computer and TechnologyKVUEKenvue$1,876,768$460,287 ▼-19.7%81,1400.4%Consumer StaplesRTXRTX$1,873,739$1,452,708 ▼-43.7%15,4650.4%AerospacePANWPalo Alto Networks$1,830,339$957,040 ▼-34.3%5,3550.4%Computer and TechnologyAPDAir Products and Chemicals$1,786,440$1,161,186 ▼-39.4%6,0000.4%Basic MaterialsCMPCompass Minerals International$1,738,693$217,562 ▼-11.1%144,6500.4%Basic MaterialsLLYEli Lilly and Company$1,656,708$3,322,275 ▼-66.7%1,8700.3%MedicalSCHWCharles Schwab$1,557,060$599,492 ▼-27.8%24,0250.3%FinanceGILDGilead Sciences$1,519,181$1,228,256 ▼-44.7%18,1200.3%MedicalSYYSysco$1,491,727$5,608,613 ▼-79.0%19,1100.3%Consumer StaplesELEstée Lauder Companies$1,478,403$1,478,403 ▲New Holding14,8300.3%Consumer StaplesNEENextEra Energy$1,429,402$517,746 ▼-26.6%16,9100.3%UtilitiesABTAbbott Laboratories$1,377,811$5,683,399 ▼-80.5%12,0850.3%MedicalVFCVF$1,369,368$1,060,343 ▼-43.6%68,6400.3%Consumer DiscretionaryBMYBristol-Myers Squibb$1,365,936$1,254,178 ▼-47.9%26,4000.3%MedicalCRMSalesforce$1,302,860$745,860 ▼-36.4%4,7600.3%Computer and TechnologyVCTRVictory Capital$1,226,002$1,039,027 ▼-45.9%22,1300.3%FinanceUSBU.S. Bancorp$1,217,104$1,831,212 ▼-60.1%26,6150.3%FinanceALLAllstate$1,194,795$1,014,628 ▼-45.9%6,3000.2%FinanceHUBBHubbell$1,177,963$2,141,751 ▼-64.5%2,7500.2%Industrial ProductsESEversource Energy$1,143,240$714,797 ▲166.8%16,8000.2%UtilitiesCCICrown Castle$1,109,784$12,456 ▼-1.1%9,3550.2%FinanceMDLZMondelez International$1,109,102$1,593,482 ▼-59.0%15,0550.2%Consumer StaplesUBERUber Technologies$1,101,094$546,789 ▼-33.2%14,6500.2%Computer and TechnologyWBSWebster Financial$1,039,403$961,331 ▼-48.0%22,3000.2%FinanceMLMMartin Marietta Materials$1,022,675$538,250 ▼-34.5%1,9000.2%ConstructionUNHUnitedHealth Group$1,014,420$190,021 ▼-15.8%1,7350.2%MedicalDISWalt Disney$1,001,338$1,929,572 ▼-65.8%10,4100.2%Consumer DiscretionaryGLWCorning$993,300$993,300 ▲New Holding22,0000.2%Computer and TechnologyLHXL3Harris Technologies$975,267$352,048 ▼-26.5%4,1000.2%AerospaceSNYSanofi$973,947$256,454 ▼-20.8%16,9000.2%MedicalShowing largest 100 holdings. 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