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Jeff Welch

@Bard Financial Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$833.822MTotal holdings209
Assets growth rate-1.58%Assets growth rate (2-Q avg)-6.98%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bard Financial Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Bard Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 833.822M in assets, with a quarterly growth rate of -1.58% and a 2-quarter average growth rate of -6.98%. The portfolio is managed by Jeff Welch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc Com
Recent Activity
Increased 0.79%
14.68%
$122.385M
488,717 shares@ $250.43 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -1.5%
7.93%
$66.116M
156,858 shares@ $421.51 avg price
WMTWalmart Inc Com
Recent Activity
Increased 0.36%
3.39%
$28.205M
312,170 shares@ $90.36 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -2.1%
2.94%
$24.456M
62,869 shares@ $389.0 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -1.5%
2.4%
$19.974M
44,065 shares@ $453.28 avg price
MCDMcdonalds Corp Com
Recent Activity
Decreased -0.95%
1.98%
$16.483M
56,860 shares@ $289.9 avg price
TYTri Contl Corp Com
Recent Activity
Decreased -4.51%
1.77%
$14.748M
465,384 shares@ $31.7 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -0.21%
1.74%
$14.466M
100,028 shares@ $144.63 avg price
PFEPfizer Inc Com
Recent Activity
Increased 0.17%
1.65%
$13.752M
518,347 shares@ $26.54 avg price
LMTLockheed Martin Corp Com
Recent Activity
Increased 0.24%
1.6%
$13.3M
27,369 shares@ $485.95 avg price