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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$603B
$31.1 Million 14.62% of portfolio
68,689
Q4 2024 Added 1.16%
$2.39T
$21.9 Million 10.29% of portfolio
99,893
Q4 2024 Added 0.56%
$3.58T
$16.3 Million 7.66% of portfolio
65,094
Q4 2024 Reduced 0.06%
$3.31T
$8.39 Million 3.94% of portfolio
19,911
Q4 2024 Added 0.48%
$1.2T
$7.28 Million 3.42% of portfolio
38,458
Q4 2024 Added 0.7%
$1.23T
$5.05 Million 2.37% of portfolio
26,515
Q4 2024 Added 1.31%
$256B
$4.28 Million 2.01% of portfolio
72,243
Q4 2024 Reduced 7.11%
$355B
$3.04 Million 1.43% of portfolio
22,624
Q4 2024 Added 1.26%
$257B
$2.15 Million 1.01% of portfolio
23,793
Q4 2024 Added 14.01%
$416B
$1.74 Million 0.82% of portfolio
1,898
Q4 2024 Added 0.05%
$201B
$1.29 Million 0.6% of portfolio
5,858
Q4 2024 Added 0.36%
$1.28T
$1.16 Million 0.55% of portfolio
2,881
Q4 2024 Added 7.74%
$373B
$1.1 Million 0.51% of portfolio
24,940
Q4 2024 Reduced 0.18%
$777B
$887,000 0.42% of portfolio
3,701
Q4 2024 Added 0.43%
$389B
$635,000 0.3% of portfolio
3,790
Q4 2024 Added 0.29%
$746B
$446,000 0.21% of portfolio
578
Q4 2024 Reduced 9.4%
$210B
$400,000 0.19% of portfolio
1,383
Q4 2023 Added 0.07%
$204B
$381,000 0.18% of portfolio
3,427
Q4 2024 Added 0.71%
$540B
$393,000 0.18% of portfolio
1,246
Q3 2024 Added 0.08%
$233B
$384,000 0.18% of portfolio
6,137
Q4 2024 Added 0.74%
$384B
$384,000 0.18% of portfolio
2,660
Q4 2024 Reduced 1.12%
$495B
$363,000 0.17% of portfolio
2,181
Q3 2024 Added 0.05%
$305B
$365,000 0.17% of portfolio
2,521
Q4 2024 Added 0.48%
$453B
$346,000 0.16% of portfolio
3,225
Q4 2024 Added 0.22%
$268B
$317,000 0.15% of portfolio
5,107
Q4 2024 Added 0.73%
$242B
$269,000 0.13% of portfolio
2,706
Q4 2024 Added 0.26%
$1.15T
$207,000 0.1% of portfolio
1,049
Q4 2024 New

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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