Arkfeld Wealth Strategies
Latest statistics and disclosures from Arkfeld Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, DINO, AAPL, SHV, and represent 42.40% of Arkfeld Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: GOOGL, PYPL, WPC, TOST, METC, KHC, MSFT, BWXT, BRK.B, NVDA.
- Started 13 new stock positions in PGR, NU, MNST, GTLB, VYM, WISE, ANET, Solventum Corp, CART, BWXT. NEE, SNAP, SMCI.
- Reduced shares in these 10 stocks: WBA, NEAR, BIL, SHV, SCHO, GLD, DINO, COST, CASY, PFF.
- Arkfeld Wealth Strategies was a net buyer of stock by $21M.
- Arkfeld Wealth Strategies has $182M in assets under management (AUM), dropping by 19.60%.
- Central Index Key (CIK): 0001789382
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Portfolio Holdings for Arkfeld Wealth Strategies
Arkfeld Wealth Strategies holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 14.3 | $26M | +4% | 64k | 409.11 |
|
| Amazon (AMZN) | 10.1 | $18M | +3% | 99k | 185.95 |
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| Hf Sinclair Corp (DINO) | 7.2 | $13M | 215k | 60.81 |
|
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| Apple (AAPL) | 6.1 | $11M | +3% | 66k | 167.78 |
|
| Ishares Tr Short Treas Bd (SHV) | 4.7 | $8.7M | -2% | 79k | 110.18 |
|
| Microsoft Corporation (MSFT) | 4.2 | $7.6M | +17% | 18k | 423.27 |
|
| Casey's General Stores (CASY) | 3.7 | $6.7M | 22k | 312.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $5.7M | +85% | 37k | 156.14 |
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| Wp Carey (WPC) | 2.5 | $4.6M | +59% | 82k | 55.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $3.9M | +17% | 25k | 157.66 |
|
| Cisco Systems (CSCO) | 2.1 | $3.9M | 79k | 49.21 |
|
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| Kinder Morgan (KMI) | 2.1 | $3.8M | +21% | 211k | 18.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.9 | $3.5M | -2% | 16k | 215.61 |
|
| 3M Company (MMM) | 1.8 | $3.3M | +11% | 36k | 92.63 |
|
| Kraft Heinz (KHC) | 1.6 | $3.0M | +78% | 81k | 36.82 |
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 1.6 | $2.9M | -9% | 58k | 49.97 |
|
| Toast Cl A (TOST) | 1.4 | $2.6M | +171% | 112k | 22.98 |
|
| Paypal Holdings (PYPL) | 1.4 | $2.5M | +916% | 38k | 65.88 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $2.2M | +72% | 2.5k | 870.50 |
|
| Ramaco Res Com Cl A (METC) | 1.2 | $2.1M | +226% | 134k | 15.81 |
|
| PPL Corporation (PPL) | 1.1 | $2.1M | 78k | 26.92 |
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| Target Corporation (TGT) | 1.0 | $1.8M | 11k | 171.62 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.9 | $1.7M | -13% | 19k | 91.54 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.9 | $1.7M | 16k | 104.24 |
|
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| Marathon Petroleum Corp (MPC) | 0.8 | $1.5M | 6.9k | 211.23 |
|
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| Nucor Corporation (NUE) | 0.8 | $1.4M | 7.2k | 198.17 |
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| Oneok (OKE) | 0.8 | $1.4M | 18k | 79.06 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.4M | 4.4k | 312.53 |
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| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.8 | $1.4M | +7% | 1.4M | 1.00 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $1.4M | -5% | 1.9k | 722.70 |
|
| Wal-Mart Stores (WMT) | 0.7 | $1.2M | +308% | 20k | 60.62 |
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| Bwx Technologies (BWXT) | 0.6 | $1.1M | NEW | 12k | 96.50 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $1.1M | +2% | 16k | 72.52 |
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| International Business Machines (IBM) | 0.6 | $1.1M | +27% | 6.0k | 186.05 |
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| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.6 | $1.0M | -2% | 11k | 93.67 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $1.0M | -17% | 21k | 47.81 |
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| Dollar General (DG) | 0.5 | $950k | 6.1k | 154.62 |
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| Bank of America Corporation (BAC) | 0.5 | $927k | 25k | 36.65 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $922k | +3% | 14k | 64.82 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $909k | +2% | 1.9k | 472.67 |
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| Nextera Energy (NEE) | 0.5 | $842k | NEW | 13k | 64.01 |
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| Snowflake Cl A (SNOW) | 0.4 | $805k | +40% | 5.3k | 152.97 |
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| Phillips 66 (PSX) | 0.4 | $780k | 4.7k | 165.16 |
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| Gitlab Class A Com (GTLB) | 0.4 | $722k | NEW | 13k | 57.95 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $714k | +3% | 3.7k | 195.47 |
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| Sprouts Fmrs Mkt (SFM) | 0.4 | $640k | 10k | 63.99 |
|
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| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $596k | NEW | 52k | 11.57 |
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| Solventum Corp Com Shs | 0.3 | $578k | NEW | 9.1k | 63.89 |
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| Procter & Gamble Company (PG) | 0.3 | $560k | +5% | 3.6k | 157.26 |
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| Qualcomm (QCOM) | 0.3 | $529k | 3.1k | 170.88 |
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| Super Micro Computer (SMCI) | 0.3 | $509k | NEW | 560.00 | 908.54 |
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| Eli Lilly & Co. (LLY) | 0.3 | $486k | 637.00 | 762.30 |
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| Verizon Communications (VZ) | 0.3 | $471k | -4% | 12k | 40.52 |
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| Pepsi (PEP) | 0.3 | $458k | 2.7k | 168.95 |
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| Union Pacific Corporation (UNP) | 0.2 | $455k | +5% | 1.9k | 236.82 |
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| Maplebear (CART) | 0.2 | $448k | NEW | 12k | 38.47 |
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| Shell Spon Ads (SHEL) | 0.2 | $437k | 6.0k | 72.64 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $426k | 5.3k | 81.07 |
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| Tesla Motors (TSLA) | 0.2 | $413k | +17% | 2.4k | 171.76 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $409k | 23k | 18.13 |
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| Walt Disney Company (DIS) | 0.2 | $401k | +12% | 3.4k | 117.19 |
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| Johnson & Johnson (JNJ) | 0.2 | $399k | 2.7k | 150.20 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $392k | +13% | 4.8k | 81.51 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $391k | 3.2k | 122.22 |
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| Chevron Corporation (CVX) | 0.2 | $388k | +6% | 2.4k | 162.66 |
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| Walgreen Boots Alliance (WBA) | 0.2 | $388k | -86% | 22k | 18.02 |
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| At&t (T) | 0.2 | $385k | -7% | 23k | 16.73 |
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| Shopify Cl A (SHOP) | 0.2 | $378k | +70% | 5.2k | 71.98 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $377k | 3.8k | 100.42 |
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| McDonald's Corporation (MCD) | 0.2 | $372k | 1.4k | 268.62 |
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| Merck & Co (MRK) | 0.2 | $342k | 2.7k | 126.74 |
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| Enterprise Products Partners (EPD) | 0.2 | $340k | 12k | 29.15 |
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| John Hancock Preferred Income Fund III (HPS) | 0.2 | $340k | 23k | 15.10 |
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| Lowe's Companies (LOW) | 0.2 | $338k | 1.4k | 237.20 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.2 | $334k | 1.8k | 189.91 |
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| Visa Com Cl A (V) | 0.2 | $331k | +13% | 1.2k | 274.50 |
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| Cardinal Health (CAH) | 0.2 | $324k | 3.0k | 107.93 |
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| General Mills (GIS) | 0.2 | $287k | 4.2k | 68.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $281k | NEW | 2.4k | 118.06 |
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| Coca-Cola Company (KO) | 0.2 | $279k | 4.7k | 58.92 |
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| Oracle Corporation (ORCL) | 0.1 | $265k | +4% | 2.2k | 121.75 |
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| Themes Etf Tr Generative Artif (WISE) | 0.1 | $262k | NEW | 9.1k | 28.89 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $232k | -21% | 7.4k | 31.50 |
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| BP Sponsored Adr (BP) | 0.1 | $228k | -11% | 5.8k | 39.42 |
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| Monster Beverage Corp (MNST) | 0.1 | $226k | NEW | 4.1k | 54.81 |
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| Arista Networks (ANET) | 0.1 | $217k | NEW | 753.00 | 288.22 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $216k | 2.3k | 95.43 |
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| Progressive Corporation (PGR) | 0.1 | $206k | NEW | 1.0k | 206.17 |
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| Altria (MO) | 0.1 | $201k | 4.8k | 41.68 |
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| Snap Cl A (SNAP) | 0.1 | $113k | NEW | 10k | 10.88 |
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Past Filings by Arkfeld Wealth Strategies
SEC 13F filings are viewable for Arkfeld Wealth Strategies going back to 2019
- Arkfeld Wealth Strategies 2024 Q1 filed April 15, 2024
- Arkfeld Wealth Strategies 2023 Q4 filed Jan. 11, 2024
- Arkfeld Wealth Strategies 2023 Q3 filed Oct. 16, 2023
- Arkfeld Wealth Strategies 2023 Q2 filed July 24, 2023
- Arkfeld Wealth Strategies 2023 Q1 filed April 17, 2023
- Arkfeld Wealth Strategies 2022 Q4 filed Jan. 23, 2023
- Arkfeld Wealth Strategies 2022 Q3 filed Oct. 19, 2022
- Arkfeld Wealth Strategies 2022 Q2 filed July 25, 2022
- Arkfeld Wealth Strategies 2022 Q1 filed May 4, 2022
- Arkfeld Wealth Strategies 2021 Q4 filed Jan. 19, 2022
- Arkfeld Wealth Strategies 2021 Q3 filed Oct. 25, 2021
- Arkfeld Wealth Strategies 2021 Q2 filed July 19, 2021
- Arkfeld Wealth Strategies 2021 Q1 filed April 19, 2021
- Arkfeld Wealth Strategies 2020 Q4 filed Jan. 20, 2021
- Arkfeld Wealth Strategies 2020 Q3 filed Oct. 13, 2020
- Arkfeld Wealth Strategies 2020 Q2 filed Aug. 3, 2020