Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARD FINANCIAL SERVICES INC | 05-06-2024 | 03-31-2024 | 234 | 941,482,236 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC CAP STK CL C | COM | 101 | $8,171,794 | 53,670 | 0.00 | 0.00 | -1,100 | -2.01 | 03-31-2024 |
| WASTE MGMT INC DEL COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 53,460 | +Inf | 12-31-2023 | |
| BERKSHIRE HATHAWAY INC DEL CL A | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 15 | +Inf | 12-31-2023 | |
| AMAZON COM INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 62,295 | +Inf | 12-31-2023 |
