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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
XOMExxon Mobil Corp Com
Recent Activity
Increased 0.3%
1.11%
$9.186M
85,400 shares@ $107.57 avg price
CVXChevron Corp New Com
Recent Activity
Increased 0.32%
1.09%
$9.087M
62,735 shares@ $144.84 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 0.12%
1.04%
$8.655M
45,445 shares@ $190.45 avg price
LYGLloyds Banking Group Plc Spons Adr
Recent Activity
Increased 0.56%
0.8%
$6.6M
2.426M shares@ $2.73 avg price
TSLATesla Inc Com
Recent Activity
Increased 92.77%
0.64%
$5.325M
13,185 shares@ $403.84 avg price
ENBEnbridge Inc Com
Recent Activity
Increased 0.57%
0.64%
$5.273M
124,290 shares@ $42.43 avg price
PAGPPlains Gp Hldgs L P Ltd Partner Int Cl A New Int
Recent Activity
Increased 0.18%
0.63%
$5.174M
281,475 shares@ $18.39 avg price
BTIBritish Amern Tob Plc Sponsored Adr
Recent Activity
Increased 14.26%
0.47%
$3.909M
107,635 shares@ $36.33 avg price
RHHBYRoche Hldgs Ltd Sponsored Adr
Recent Activity
Increased 37.71%
0.47%
$3.866M
110,850 shares@ $34.88 avg price
KMXCarmax Inc Com
Recent Activity
Increased 1.7%
0.39%
$3.247M
39,710 shares@ $81.77 avg price