Jeff Welch

@Bard Financial Services, Inc.

Latest period2024 - Q4

Reported12d ago

Managed Assets$833.822M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc New Com Recent Activity New Position	0.49%	$4.049M 3,950 shares@ $1025.12 avg price	New Position
LRCXLam Resh Corp Com New Recent Activity New Position	0.3%	$2.438M 33,750 shares@ $72.24 avg price	New Position
DNPDnp Select Income Fd Inc Com Recent Activity New Position	0.1%	$762,886 86,495 shares@ $8.83 avg price	New Position
CODICompass Diversified Sh Ben Int Recent Activity New Position	0.03%	$205,989 8,925 shares@ $23.08 avg price	New Position
MVISMicrovision Inc Del Com New Recent Activity New Position	0.02%	$166,436 127,050 shares@ $1.32 avg price	New Position
FFord Mtr Co Del Com Recent Activity New Position	0.02%	$122,067 12,330 shares@ $9.9 avg price	New Position