Bard Financial Services

Latest statistics and disclosures from Bard Financial Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for Bard Financial Services

Bard Financial Services holds 209 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.9 $106M -2% 476k 222.13
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Microsoft Corporation (MSFT) 7.1 $58M 154k 375.39
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Wal-Mart Stores (WMT) 3.4 $27M 312k 87.79
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Home Depot (HD) 2.8 $23M 62k 366.49
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Berkshire Hathaway (BRK.B) 2.8 $23M -3% 43k 532.58
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McDonald's Corporation (MCD) 2.2 $18M 57k 312.37
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Johnson & Johnson (JNJ) 2.0 $17M 100k 165.84
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Abbvie (ABBV) 1.7 $14M 68k 209.52
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Tri Contl Corp Mf Closed End (TY) 1.7 $14M -4% 444k 30.67
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Pfizer (PFE) 1.6 $13M 509k 25.34
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Coca-Cola Company (KO) 1.6 $13M 180k 71.62
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Verizon Communications (VZ) 1.5 $12M +2% 274k 45.36
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Lockheed Martin Corporation (LMT) 1.5 $12M 27k 446.71
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Procter & Gamble Company (PG) 1.5 $12M 70k 170.42
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JPMorgan Chase & Co. (JPM) 1.4 $11M -4% 46k 245.30
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Pepsi (PEP) 1.4 $11M +4% 74k 149.94
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Chevron Corporation (CVX) 1.3 $11M 63k 167.29
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Exxon Mobil Corporation (XOM) 1.2 $10M 86k 118.93
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Amazon (AMZN) 1.2 $10M -5% 52k 190.26
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Cisco Systems (CSCO) 1.1 $9.4M 152k 61.71
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Merck & Co (MRK) 1.1 $9.3M 104k 89.76
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Bank of America Corporation (BAC) 1.1 $9.0M -4% 216k 41.73
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NVIDIA Corporation (NVDA) 1.1 $8.9M 82k 108.38
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Alphabet Inc Class A cs (GOOGL) 1.1 $8.9M -2% 57k 154.64
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Lloyds Banking Group Plc Spons Adr Isin#us5394391099 Adr (LYG) 1.1 $8.7M -6% 2.3M 3.82
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CVS Caremark Corporation (CVS) 1.0 $8.5M -12% 125k 67.75
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Amgen (AMGN) 1.0 $8.4M 27k 311.55
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Philip Morris International (PM) 1.0 $8.2M 52k 158.73
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Applied Materials (AMAT) 1.0 $8.1M -2% 56k 145.12
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Altria (MO) 1.0 $8.1M -4% 135k 60.02
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Waste Management (WM) 1.0 $7.9M 34k 231.51
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Goldman Sachs (GS) 0.9 $7.7M 14k 546.29
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Abbott Laboratories (ABT) 0.9 $7.3M 55k 132.65
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Starbucks Corporation (SBUX) 0.8 $6.9M -2% 70k 98.09
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Alphabet Inc Class C cs (GOOG) 0.8 $6.8M -4% 44k 156.23
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Comcast Corporation (CMCSA) 0.8 $6.7M +8% 181k 36.90
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At&t (T) 0.8 $6.5M 230k 28.28
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General Mills (GIS) 0.8 $6.5M 109k 59.79
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Plains Gp Holdings Lp-cl A (PAGP) 0.8 $6.3M +5% 297k 21.36
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Costco Wholesale Corporation (COST) 0.8 $6.2M -13% 6.6k 945.78
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SYSCO Corporation (SYY) 0.7 $6.1M 81k 75.04
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Roche Hldgs Ltd Sponsored Adr Isin#us7711951043 Adr (RHHBY) 0.7 $5.7M +25% 139k 41.15
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Enterprise Products Partners (EPD) 0.7 $5.7M +4% 167k 34.14
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Novo Nordisk Adr (NVO) 0.7 $5.7M -4% 82k 69.44
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Enbridge (ENB) 0.7 $5.5M 124k 44.26
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Newmont Mining Corporation (NEM) 0.6 $5.3M +27% 110k 48.28
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Facebook Inc cl a (META) 0.6 $5.3M -2% 9.2k 576.36
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Wells Fargo & Company (WFC) 0.6 $5.2M -4% 73k 71.79
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Shell Plc Sponsored Adr Repstg Ord Sh Adr (SHEL) 0.6 $4.8M 66k 73.28
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GSK Adr (GSK) 0.6 $4.7M +54% 122k 38.74
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British Amern Tob Adr (BTI) 0.5 $4.4M 107k 41.37
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Blackstone Group Inc Com Cl A (BX) 0.5 $4.0M -2% 29k 139.78
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Taiwan Semiconductor Mfg Adr (TSM) 0.5 $3.8M 23k 166.00
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Oracle Corporation (ORCL) 0.5 $3.8M 27k 139.81
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Honeywell International (HON) 0.5 $3.8M +4% 18k 211.75
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Realty Income (O) 0.5 $3.7M -3% 64k 58.01
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Qualcomm (QCOM) 0.4 $3.6M 24k 153.61
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Blackrock (BLK) 0.4 $3.6M -2% 3.9k 946.48
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Biolife Solutions (BLFS) 0.4 $3.5M 154k 22.84
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Visa (V) 0.4 $3.5M -8% 9.9k 350.46
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Hanesbrands (HBI) 0.4 $3.3M -32% 568k 5.77
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Raytheon Technologies Corp (RTX) 0.4 $3.3M 25k 132.46
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Gilead Sciences (GILD) 0.4 $3.2M -4% 29k 112.05
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General Dynamics Corporation (GD) 0.4 $3.2M -2% 12k 272.58
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Tesla Motors (TSLA) 0.4 $3.2M -7% 12k 259.16
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International Business Machines (IBM) 0.4 $3.1M 12k 248.66
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Medtronic (MDT) 0.4 $3.1M +11% 34k 89.86
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Kenvue (KVUE) 0.4 $3.0M +16% 126k 23.98
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General Electric (GE) 0.4 $2.9M -2% 14k 200.15
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Air Products & Chemicals (APD) 0.3 $2.9M +2% 9.7k 294.92
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Corning Incorporated (GLW) 0.3 $2.6M +33% 56k 45.78
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Kraft Heinz (KHC) 0.3 $2.5M NEW 84k 30.43
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U.S. Bancorp (USB) 0.3 $2.5M 60k 42.22
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Palo Alto Networks (PANW) 0.3 $2.5M -6% 15k 170.64
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Bristol Myers Squibb (BMY) 0.3 $2.5M +4% 41k 60.99
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Broadcom (AVGO) 0.3 $2.5M -8% 15k 167.43
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Lam Research (LRCX) 0.3 $2.5M 34k 72.70
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Charles Schwab Corporation (SCHW) 0.3 $2.4M 31k 78.28
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Estee Lauder Companies (EL) 0.3 $2.4M +39% 36k 66.00
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Eli Lilly & Co. (LLY) 0.3 $2.3M 2.8k 825.91
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Infosys Ltd Sponsored Adr Repstg 1 Equity Adr (INFY) 0.3 $2.3M 124k 18.25
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Lowe's Companies (LOW) 0.3 $2.2M +13% 9.5k 233.23
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Sprott Physical Gold Tr Unit Isin#ca85207h1047 Mf Closed End (PHYS) 0.3 $2.1M NEW 89k 24.06
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Victory Cap Hldgs (VCTR) 0.3 $2.1M 36k 57.87
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Unilever Plc Spon Adr New Isin#us9047677045 Adr (UL) 0.2 $2.0M 34k 59.55
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MasterCard Incorporated (MA) 0.2 $2.0M -14% 3.7k 548.12
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Allstate Corporation (ALL) 0.2 $2.0M -3% 9.4k 207.07
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Mondelez Int (MDLZ) 0.2 $1.8M +2% 27k 67.85
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Webster Financial Corporation (WBS) 0.2 $1.8M 34k 51.55
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salesforce (CRM) 0.2 $1.7M -8% 6.3k 268.36
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CarMax (KMX) 0.2 $1.7M -46% 21k 77.92
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Huntington Ingalls Inds (HII) 0.2 $1.6M NEW 7.9k 204.04
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Nextera Energy (NEE) 0.2 $1.6M 22k 70.89
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Polaris Industries (PII) 0.2 $1.6M NEW 39k 40.94
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M&T Bank Corporation (MTB) 0.2 $1.5M 8.5k 178.75
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Vertiv Holdings Llc vertiv holdings (VRT) 0.2 $1.5M 21k 72.20
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Intercontinental Exchange (ICE) 0.2 $1.5M 8.6k 172.50
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Morgan Stanley (MS) 0.2 $1.4M 12k 116.67
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Walt Disney Company (DIS) 0.2 $1.3M 13k 98.70
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Energy Transfer Equity (ET) 0.2 $1.3M +22% 68k 18.59
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Rogers Communications -cl B (RCI) 0.2 $1.3M NEW 47k 26.73
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Barrick Gold Corp (GOLD) 0.2 $1.2M +22% 64k 19.44
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Oneok (OKE) 0.2 $1.2M 13k 99.22
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Tor Dom Bk Cad (TD) 0.2 $1.2M -2% 21k 59.94
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Martin Marietta Materials (MLM) 0.1 $1.2M -5% 2.6k 478.13
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Vulcan Materials Company (VMC) 0.1 $1.2M -5% 5.2k 233.30
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Eversource Energy (ES) 0.1 $1.2M -8% 19k 62.11
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Southern Company (SO) 0.1 $1.2M 13k 91.95
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Jefferies Finl Group (JEF) 0.1 $1.1M 21k 53.57
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Paychex (PAYX) 0.1 $1.1M -5% 7.2k 154.28
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Devon Energy Corporation (DVN) 0.1 $1.1M +39% 29k 37.40
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Clorox Company (CLX) 0.1 $1.1M 7.3k 147.25
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Uber Technologies (UBER) 0.1 $1.0M +9% 14k 72.86
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L3harris Technologies (LHX) 0.1 $1.0M -6% 4.9k 209.31
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Travelers Companies (TRV) 0.1 $998k 3.8k 264.46
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Northrop Grumman Corporation (NOC) 0.1 $986k 1.9k 512.01
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Baxter International (BAX) 0.1 $962k NEW 28k 34.23
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Ge Vernova (GEV) 0.1 $946k -3% 3.1k 305.28
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Crown Castle Intl (CCI) 0.1 $922k -7% 8.9k 104.23
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Hubbell (HUBB) 0.1 $910k 2.8k 330.91
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Kimberly-Clark Corporation (KMB) 0.1 $907k +2% 6.4k 142.22
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United Parcel Service (UPS) 0.1 $896k +137% 8.2k 109.99
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Asml Hldg N V N Y Registry Shs New 2012 Adr (ASML) 0.1 $885k +6% 1.3k 662.63
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Bath &#38 Body Works In (BBWI) 0.1 $852k +5% 28k 30.32
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Compass Minerals International (CMP) 0.1 $833k -52% 90k 9.29
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Sanofi Spons Adr Isin#us80105n1054 Adr (SNY) 0.1 $825k -2% 15k 55.46
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Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $806k +2% 2.3k 352.58
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Yum! Brands (YUM) 0.1 $803k 5.1k 157.36
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Xcel Energy (XEL) 0.1 $752k 11k 70.79
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Nuveen Amt-free Quality Mun Income Mf Closed End (NEA) 0.1 $728k 65k 11.20
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Union Pacific Corporation (UNP) 0.1 $728k 3.1k 236.24
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American Electric Power Company (AEP) 0.1 $714k 6.5k 109.27
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Thermo Fisher Scientific (TMO) 0.1 $684k -5% 1.4k 497.60
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Emerson Electric (EMR) 0.1 $673k 6.1k 109.64
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UnitedHealth (UNH) 0.1 $652k -38% 1.2k 523.75
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Blackrock Muniyield Quality Fd Iii Mf Closed End (MYI) 0.1 $632k +283% 58k 10.99
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United States Natural Gas Fund (UNG) 0.1 $605k NEW 28k 21.61
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American Tower Reit (AMT) 0.1 $604k 2.8k 217.60
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Duke Energy (DUK) 0.1 $592k 4.9k 121.97
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V.F. Corporation (VFC) 0.1 $571k -60% 37k 15.52
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PNC Financial Services (PNC) 0.1 $554k -13% 3.2k 175.77
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Republic Services (RSG) 0.1 $545k 2.3k 242.16
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Edison International (EIX) 0.1 $542k 9.2k 58.92
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W.R. Berkley Corporation (WRB) 0.1 $540k 7.6k 71.16
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Kinder Morgan (KMI) 0.1 $535k 19k 28.53
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Yum China Holdings (YUMC) 0.1 $531k 10k 52.06
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Consolidated Edison (ED) 0.1 $520k 4.7k 110.59
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Carrier Global Corporation (CARR) 0.1 $515k 8.1k 63.40
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Digital Realty Trust (DLR) 0.1 $493k 3.4k 143.29
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Waste Connections (WCN) 0.1 $492k 2.5k 194.91
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Dow (DOW) 0.1 $475k -2% 14k 34.92
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Cognizant Technology Solutions (CTSH) 0.1 $459k 6.0k 76.50
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3M Company (MMM) 0.1 $458k 3.1k 146.86
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Veeva Sys Inc cl a (VEEV) 0.1 $446k -16% 1.9k 231.63
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Wec Energy Group (WEC) 0.1 $443k 4.1k 108.98
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Citigroup (C) 0.1 $440k 6.2k 70.99
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International Flavors & Fragrances (IFF) 0.1 $429k -9% 5.5k 77.61
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Netflix (NFLX) 0.1 $420k -52% 450.00 932.53
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Caterpillar (CAT) 0.1 $417k -6% 1.3k 329.80
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Ge Healthcare Technologies I (GEHC) 0.0 $390k 4.8k 80.71
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T. Rowe Price (TROW) 0.0 $388k +10% 4.2k 91.87
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Colgate-Palmolive Company (CL) 0.0 $384k 4.1k 93.70
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Wpp Plc New Adr Isin#us92937a1025 Adr (WPP) 0.0 $368k -71% 9.7k 37.96
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Textron (TXT) 0.0 $361k 5.0k 72.25
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Zoetis Inc Cl A (ZTS) 0.0 $358k 2.2k 164.65
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Roche Hldg Ltd Bearer (RHHBF) 0.0 $346k 1.0k 346.37
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Simon Property (SPG) 0.0 $339k -7% 2.0k 166.08
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International Paper Company (IP) 0.0 $333k 6.3k 53.35
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Schlumberger (SLB) 0.0 $332k +5% 8.0k 41.80
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First Solar (FSLR) 0.0 $332k 2.6k 126.43
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Prudential Financial (PRU) 0.0 $328k NEW 2.9k 111.68
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Danaher Corporation (DHR) 0.0 $327k 1.6k 205.00
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Tapestry (TPR) 0.0 $326k -2% 4.6k 70.41
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Independent Bank (INDB) 0.0 $325k 5.2k 62.65
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Diageo Plc Sponsored Adr New Isin#us25243q2057 Adr (DEO) 0.0 $322k 3.1k 104.79
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Otis Worldwide Corp (OTIS) 0.0 $315k 3.1k 103.20
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Linde (LIN) 0.0 $310k -4% 665.00 465.64
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Packaging Corporation of America (PKG) 0.0 $306k -28% 1.5k 198.02
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Totalenergies Se Spons Adr Isin#us89151e1091 Adr (TTE) 0.0 $291k -21% 4.5k 64.69
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Toyota Mtr Adr (TM) 0.0 $287k 1.6k 176.53
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Kellogg Company (K) 0.0 $278k 3.4k 82.49
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H&R Block (HRB) 0.0 $275k 5.0k 54.91
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Paypal Holdings (PYPL) 0.0 $256k -3% 3.9k 65.25
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Booking Holdings (BKNG) 0.0 $253k -62% 55.00 4606.91
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Nestle Sa Sponsored Adr Repstg Reg Shs Isin#us6410694060 Adr (NSRGY) 0.0 $249k 2.5k 101.16
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Marvell Technology (MRVL) 0.0 $246k +22% 4.0k 61.57
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EQT Corporation (EQT) 0.0 $243k 4.5k 53.43
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McKesson Corporation (MCK) 0.0 $236k NEW 350.00 672.99
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Fidelity National Information Services (FIS) 0.0 $234k -46% 3.1k 74.68
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Freeport-McMoRan Copper & Gold (FCX) 0.0 $223k -12% 5.9k 37.86
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Nxp Semiconductors N V (NXPI) 0.0 $221k 1.2k 190.06
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Church & Dwight (CHD) 0.0 $204k -11% 1.9k 110.09
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Sprott Physical Silver Tr Unit Isin#ca85207k1075 Mf Closed End (PSLV) 0.0 $173k 15k 11.60
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Panasonic Hldgs Corp Adr Isin#us69832a3041 Adr (PCRHY) 0.0 $148k 13k 11.87
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Mfs Charter Income Tr Sh Ben Int Mf Closed End (MCR) 0.0 $135k 22k 6.27
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Clp Holdings Adr (CLPHY) 0.0 $133k 17k 8.09
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Cim Real Estate Finance Trust Inc reit 0.0 $78k 15k 5.22
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Putnam Master Inter Income Tr Sh Ben Int Mf Closed End (PIM) 0.0 $72k 22k 3.32
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TransAct Technologies Incorporated (TACT) 0.0 $55k 15k 3.68
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Immunitybio (IBRX) 0.0 $45k 15k 3.01
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Nio Inc Shs A Adr (NIO) 0.0 $44k 12k 3.81
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Porsche Automobil Hldg Se Adr Isin#us73328p1066 Adr (POAHY) 0.0 $37k 10k 3.72
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Polestar Automotive Hldg Uk (PSNY) 0.0 $21k 20k 1.05
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Gabo Mng Ltd Com Isin#ca36269d1015 (MLLOF) 0.0 $20k 409k 0.05
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Auxly Canniabis Group (CBWTF) 0.0 $1.4k 25k 0.06
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88 Energy (EEENF) 0.0 $225.000000 250k 0.00
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Encorium 0.0 $0 25k 0.00
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Canary Res 0.0 $0 NEW 15k 0.00
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Soulfood Concepts 0.0 $0 65k 0.00
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Past Filings by Bard Financial Services

SEC 13F filings are viewable for Bard Financial Services going back to 2020

View all past filings