Arkfeld Wealth Strategies, L.L.C. Portfolio Holdings

Arkfeld Wealth Strategies, L.L.C.

  • $213 Million
  • Q4 2024

Arkfeld Wealth Strategies, L.L.C. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $31.1M, Amazon Com Inc with a value of $21.9M, Apple Inc. with a value of $16.3M, Oasis Petroleum Inc. with a value of $10.7M, and Tjx Companies Inc with a value of $9.2M.

Examining the 13F form we can see an increase of $13M in the current position value, from $200M to 213M.

Below you can find more details about Arkfeld Wealth Strategies, L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
Consumer Cyclical: $41.8 Million
Technology: $40.7 Million
Financial Services: $38.7 Million
Energy: $30.9 Million
ETFs: $24.9 Million
Communication Services: $13.7 Million
Consumer Defensive: $12.4 Million
Utilities: $3.87 Million
Other: $5.99 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$650B
$31.1 Million 14.62% of portfolio
68,689
Q4 2024 Added 1.16%
$2.17T
$21.9 Million 10.29% of portfolio
99,893
Q4 2024 Added 0.56%
$3.97T
$16.3 Million 7.66% of portfolio
65,094
Q4 2024 Reduced 0.06%
$4.5B
$10.7 Million 5.05% of portfolio
92,211
Q4 2024 Added 3.54%
$142B
$9.2 Million 4.32% of portfolio
76,158
Q4 2024 New
$15.7B
$8.47 Million 3.98% of portfolio
21,382
Q4 2024 Reduced 0.12%
$2.97T
$8.39 Million 3.94% of portfolio
19,911
Q4 2024 Added 0.48%
$7.66B
$7.63 Million 3.59% of portfolio
217,609
Q4 2024 Reduced 0.22%
$1.05T
$7.28 Million 3.42% of portfolio
38,458
Q4 2024 Added 0.7%
$58.7B
$5.79 Million 2.72% of portfolio
211,373
Q4 2024 Added 0.42%
$1.08T
$5.05 Million 2.37% of portfolio
26,515
Q4 2024 Added 1.31%
$264B
$4.28 Million 2.01% of portfolio
72,243
Q4 2024 Reduced 7.11%
$11.7B
$3.95 Million 1.86% of portfolio
108,440
Q4 2024 Reduced 0.76%
$85.7B
$3.64 Million 1.71% of portfolio
42,682
Q4 2024 Reduced 0.02%
$316B
$3.04 Million 1.43% of portfolio
22,624
Q4 2024 Added 1.26%
$38.9B
$2.65 Million 1.25% of portfolio
86,348
Q4 2024 Added 7.46%
$265B
$2.15 Million 1.01% of portfolio
23,793
Q4 2024 Added 14.01%
$9.49B
$2.09 Million 0.98% of portfolio
18,733
Q4 2024 Added 5.65%
$42.8B
$1.8 Million 0.84% of portfolio
17,879
Q4 2024 Added 0.19%
$467B
$1.74 Million 0.82% of portfolio
1,898
Q4 2024 Added 0.05%
$58.6B
$1.49 Million 0.7% of portfolio
10,994
Q4 2024 Added 2.4%
$23.5B
$1.32 Million 0.62% of portfolio
40,401
Q4 2024 Reduced 3.73%
$231B
$1.29 Million 0.6% of portfolio
5,858
Q4 2024 Added 0.36%
$132B
$1.28 Million 0.6% of portfolio
12,056
Q4 2024 Added 12.36%
$15.6B
$1.26 Million 0.59% of portfolio
9,948
Q3 2024 Reduced 0.05%
$956B
$1.16 Million 0.55% of portfolio
2,881
Q4 2024 Added 7.74%
$140B
$1.08 Million 0.51% of portfolio
15,095
Q4 2024 Added 1.51%
$353B
$1.1 Million 0.51% of portfolio
24,940
Q4 2024 Reduced 0.18%
$13B
$1.07 Million 0.5% of portfolio
105,932
Q4 2024 Added 0.17%
$75.1B
$965,000 0.45% of portfolio
6,924
Q4 2024 Added 0.26%
$35B
$901,000 0.42% of portfolio
7,721
Q4 2024 Added 7.06%
$755B
$887,000 0.42% of portfolio
3,701
Q4 2024 Added 0.43%
$18.4B
$823,000 0.39% of portfolio
10,579
Q3 2024 Reduced 1.46%
$52.5B
$661,000 0.31% of portfolio
4,282
Q4 2024 Reduced 1.86%
$409B
$635,000 0.3% of portfolio
3,790
Q4 2024 Added 0.29%
$60.7B
$550,000 0.26% of portfolio
4,831
Q4 2024 Added 0.08%
$190B
$533,000 0.25% of portfolio
23,432
Q4 2024 Added 0.9%
$39.9B
$541,000 0.25% of portfolio
52,245
Q4 2024 Added 1.95%
$184B
$483,000 0.23% of portfolio
12,079
Q4 2024 Added 1.32%
$181B
$478,000 0.22% of portfolio
3,118
Q4 2024 Added 0.29%
$151B
$450,000 0.21% of portfolio
1,977
Q4 2024 Added 0.15%
$857B
$446,000 0.21% of portfolio
578
Q4 2024 Reduced 9.4%
$216B
$420,000 0.2% of portfolio
2,765
Q4 2024 Added 0.73%
$229B
$400,000 0.19% of portfolio
1,383
Q4 2023 Added 0.07%
$13.4B
$375,000 0.18% of portfolio
1,758
Q4 2024 Added 0.06%
$202B
$381,000 0.18% of portfolio
3,427
Q4 2024 Added 0.71%
$14B
$391,000 0.18% of portfolio
22,936
Q4 2024 Added 0.56%
$576B
$393,000 0.18% of portfolio
1,246
Q3 2024 Added 0.08%
$238B
$384,000 0.18% of portfolio
6,137
Q4 2024 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $213 Million
  • Prior Value $200 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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