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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
BLKBlackrock Fin Inc
Recent Activity
Exited
0%
$3.808M
4,010 shares@ $949.51 avg price
LRCXLam Resh Corp
Recent Activity
Exited
0%
$2.754M
3,375 shares@ $816.08 avg price
TFCTruist Finl Corp Com
Recent Activity
Exited
0%
$470,470
11,000 shares@ $42.77 avg price
ETNEaton Corporation Plc Shs Isin#ie00b8kqn827
Recent Activity
Exited
0%
$255,209
770 shares@ $331.45 avg price
REGNRegeneron Pharmaceuticals Inc Com
Recent Activity
Exited
0%
$241,785
230 shares@ $1051.24 avg price
VICIVici Pptys Inc Com
Recent Activity
Exited
0%
$229,006
6,875 shares@ $33.31 avg price
DINOHf Sinclair Corp Com
Recent Activity
Exited
0%
$222,850
5,000 shares@ $44.57 avg price
ADBEAdobe Sys Inc Com
Recent Activity
Exited
0%
$214,879
415 shares@ $517.79 avg price
BASABasanite Inc Com
Recent Activity
Exited
0%
$4,425
148,000 shares@ $0.03 avg price