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| Happy Holidays!! thanks for using AUM13F!! |
| Bard Financial Services Inc
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| CRD # | 110017 |
| SEC # | 801-80696 |
| CIK # | 0001850858 |
| AUM | $639.4 M (2025-03-31) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 203-481-7676 |
| Address | 388 East Main Street Branford, CT 06405 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001850858 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 95.2 | ||
| Microsoft Corp | 75.7 | ||
| Wal Mart Stores Inc | 30.2 | ||
| Home Depot Inc | 22.7 | ||
| McDonalds Corp | 16.6 | ||
| Johnson & Johnson | 15.2 | ||
| Tri-Continental Corp | 14.9 | ||
| J P Morgan Chase & Co | 12.9 | ||
| Nvidia Corp | 12.9 | ||
| Coca Cola Co | 12.6 | ||
| AbbVie Inc | 12.5 | ||
| Lockheed Martin Corp | 12.3 | ||
| Pfizer Inc | 12.2 | ||
| Verizon Communications Inc | 11.8 | ||
| Amazon Com Inc | 11.4 | ||
| Procter & Gamble Co | 11.1 | ||
| Cisco Systems Inc | 10.5 | ||
| Applied Materials Inc /DE | 9.9 | ||
| Goldman Sachs Group Inc | 9.9 | ||
| PepsiCo Inc | 9.9 | ||
| Bank of America Corp /DE/ | 9.6 | ||
| Alphabet Inc | 9.5 | ||
| Philip Morris International Inc | 9.2 | ||
| Exxon Mobil Corp | 9.1 | ||
| Chevron Corp | 9.0 | ||
| Lloyds Banking Group PLC | 8.7 | ||
| Merck & Co Inc | 8.0 | ||
| CVS Caremark Corp | 8.0 | ||
| Waste Management Inc | 7.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 148.5 |
| (b) Individuals (high net worth individuals) | 183 | 463.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.3 |
| (h) Charitable organizations | 5 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,101 | 639.4 |
| By Discretionary | ||
| Discretionary | 1,101 | 639.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,101 | 639.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.4 | |
| Total | 1,101 | 639.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001850858] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Associates Inc
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|
NJ | 0.6 |
|
McCarthy & Cox Retirement & Estate Specialists LLC
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|
OH | 0.6 |
|
Gibbs Wealth Management LLC
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|
GA | 0.6 |
|
Bluechip Wealth Advisors LLC
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|
GA | 0.6 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |
|
John E Sestina and Company
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|
OH | 0.6 |
|
Ascension Capital Advisors Inc
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|
TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
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|
IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
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|
NY | 0.6 |
|
Summit Wealth Partners LLC
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|
FL | 0.6 |