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
$434B
$384,000 0.18% of portfolio
2,660
Q4 2024 Reduced 1.12%
$33.5B
$358,000 0.17% of portfolio
3,034
Q4 2024 Added 0.3%
$454B
$363,000 0.17% of portfolio
2,181
Q3 2024 Added 0.05%
$306B
$365,000 0.17% of portfolio
2,521
Q4 2024 Added 0.48%
$72.4B
$367,000 0.17% of portfolio
11,713
Q4 2024 Added 0.09%
$150B
$372,000 0.17% of portfolio
1,510
Q4 2024 Added 0.27%
$0
$350,000 0.16% of portfolio
23,335
Q4 2024 Added 1.26%
$457B
$346,000 0.16% of portfolio
3,225
Q4 2024 Added 0.22%
$309B
$317,000 0.15% of portfolio
5,107
Q4 2024 Added 0.73%
$232B
$269,000 0.13% of portfolio
2,706
Q4 2024 Added 0.26%
$131B
$248,000 0.12% of portfolio
2,727
Q4 2024 Added 0.04%
$90.3B
$248,000 0.12% of portfolio
2,310
Q4 2024 Added 0.7%
$36.6B
$261,000 0.12% of portfolio
4,093
Q4 2024 Reduced 0.05%
$163B
$234,000 0.11% of portfolio
979
Q3 2024 Reduced 2.2%
$100B
$241,000 0.11% of portfolio
4,612
Q4 2024 Added 0.96%
$982B
$207,000 0.1% of portfolio
1,049
Q4 2024 New
$43.3B
$206,000 0.1% of portfolio
1,000
Q4 2024 New
$28.1B
$220,000 0.1% of portfolio
2,727
Q4 2024 Added 0.48%
$58.4B
$218,000 0.1% of portfolio
11,131
Q3 2024 New
$17B
$119,000 0.06% of portfolio
25,315
Q4 2024 Added 2.01%
$28B
$94,000 0.04% of portfolio
21,320
Q4 2024 Added 23.09%
$234M
$27,000 0.01% of portfolio
58,000
Q4 2024 Added 52.63%

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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