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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

InvestmentPortfolio %Reported Value
AAPL
Apple Inc Com
Recent Activity
Increased 0.79%
14.68%
$122.385M
488,717 shares@ $250.43 avg price
MSFT
Microsoft Corp Com
Recent Activity
Decreased -1.5%
7.93%
$66.116M
156,858 shares@ $421.51 avg price
WMT
Walmart Inc Com
Recent Activity
Increased 0.36%
3.39%
$28.205M
312,170 shares@ $90.36 avg price
HD
Home Depot Inc Com
Recent Activity
Decreased -2.1%
2.94%
$24.456M
62,869 shares@ $389.0 avg price
BRK.B
Berkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -1.5%
2.4%
$19.974M
44,065 shares@ $453.28 avg price
MCD
Mcdonalds Corp Com
Recent Activity
Decreased -0.95%
1.98%
$16.483M
56,860 shares@ $289.9 avg price
TY
Tri Contl Corp Com
Recent Activity
Decreased -4.51%
1.77%
$14.748M
465,384 shares@ $31.7 avg price
JNJ
Johnson & Johnson Com
Recent Activity
Decreased -0.21%
1.74%
$14.466M
100,028 shares@ $144.63 avg price
PFE
Pfizer Inc Com
Recent Activity
Increased 0.17%
1.65%
$13.752M
518,347 shares@ $26.54 avg price
LMT
Lockheed Martin Corp Com
Recent Activity
Increased 0.24%
1.6%
$13.3M
27,369 shares@ $485.95 avg price

1-10 of 209