$1.12 Billion is the total value of Bard Financial Services, Inc.'s 279 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHUC | Exit | CHARLIES HLDGS INC COM | $0 | – | -200,000 | -100.0% | 0.00% | – |
| BYRN | Exit | BYRNA TECHNOLOGIES INC COM | $0 | – | -100,000 | -100.0% | -0.01% | – |
| CEF | Exit | SPROTT PHYSICAL GOLD & SIL TR | $0 | – | -11,000 | -100.0% | -0.02% | – |
| PINS | Exit | PINTEREST INC CL A | $0 | – | -3,950 | -100.0% | -0.03% | – |
| IAU | Exit | ISHARES GOLD TR ISHARES | $0 | – | -65,500 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 12 | Q3 2023 | 12.3% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 7.5% |
| WALMART INC COM | 12 | Q3 2023 | 4.0% |
| HOME DEPOT INC COM | 12 | Q3 2023 | 3.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 12 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON COM | 12 | Q3 2023 | 2.2% |
| TRI CONTL CORP COM | 12 | Q3 2023 | 1.9% |
| MCDONALDS CORP COM | 12 | Q3 2023 | 1.9% |
| PFIZER INC COM | 12 | Q3 2023 | 1.4% |
| AMGEN INC COM | 12 | Q3 2023 | 1.7% |
View Bard Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-24 |
View Bard Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.