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, AAPL, CHRD, TJX, and represent 40.81% of Arkfeld Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: BRK.A (+$6.2M), AMZN (+$6.0M), UPS, CHRD, WMT, SYM, BWXT, GOOGL, DVN, DINO.
- Started 6 new stock positions in UPS, SYM, NFLX, TTE, BRK.A, PFF.
- Reduced shares in these 10 stocks: SHV, SUB, TSM, SUZ, PAA, BIL, NEAR, NU, CASY, RSPG.
- Sold out of its position in TSM.
- Arkfeld Wealth Strategies was a net buyer of stock by $23M.
- Arkfeld Wealth Strategies has $231M in assets under management (AUM), dropping by 5.95%.
- Central Index Key (CIK): 0001789382
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Portfolio Holdings for Arkfeld Wealth Strategies
Arkfeld Wealth Strategies holds 98 positions in its portfolio as reported in the March 2025 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) | 15.6 | $36M | 69k | 521.41 |
|
|
| Amazon (AMZN) | 10.9 | $25M | +31% | 131k | 191.10 |
|
| Apple (AAPL) | 5.7 | $13M | 66k | 198.85 |
|
|
| Chord Energy Corporation Com New (CHRD) | 4.4 | $10M | +14% | 106k | 94.99 |
|
| TJX Companies (TJX) | 4.2 | $9.8M | 78k | 126.05 |
|
|
| Casey's General Stores (CASY) | 4.0 | $9.3M | 21k | 439.73 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 3.4 | $7.9M | -3% | 72k | 110.20 |
|
| Microsoft Corporation (MSFT) | 3.4 | $7.8M | 20k | 390.49 |
|
|
| Hf Sinclair Corp (DINO) | 2.9 | $6.6M | +6% | 232k | 28.61 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $6.5M | +6% | 41k | 158.71 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.7 | $6.2M | NEW | 8.00 | 778421.00 |
|
| Kinder Morgan (KMI) | 2.4 | $5.6M | 212k | 26.25 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $4.6M | 16k | 285.37 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $4.3M | 27k | 161.06 |
|
|
| Cisco Systems (CSCO) | 1.8 | $4.2M | 72k | 58.13 |
|
|
| United Parcel Service CL B (UPS) | 1.8 | $4.1M | NEW | 41k | 99.66 |
|
| Toast Cl A (TOST) | 1.6 | $3.7M | 108k | 34.38 |
|
|
| Wal-Mart Stores (WMT) | 1.4 | $3.1M | +46% | 35k | 89.60 |
|
| Paypal Holdings (PYPL) | 1.3 | $3.0M | +9% | 47k | 63.95 |
|
| Kraft Heinz (KHC) | 1.2 | $2.7M | +9% | 94k | 29.10 |
|
| PPL Corporation (PPL) | 1.2 | $2.7M | 78k | 34.16 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 1.1 | $2.6M | -3% | 51k | 50.59 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $2.6M | 22k | 114.33 |
|
|
| Bwx Technologies (BWXT) | 1.1 | $2.4M | +24% | 23k | 104.08 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.9 | $2.1M | -4% | 23k | 91.51 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.8M | 1.9k | 965.43 |
|
|
| Ramaco Res Com Cl A (METC) | 0.8 | $1.8M | -2% | 228k | 7.91 |
|
| Devon Energy Corporation (DVN) | 0.7 | $1.7M | +32% | 53k | 31.07 |
|
| Oneok (OKE) | 0.7 | $1.5M | 18k | 84.86 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.6 | $1.5M | -2% | 9.7k | 153.66 |
|
| Target Corporation (TGT) | 0.6 | $1.5M | +37% | 15k | 97.69 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.4M | +38% | 2.8k | 499.18 |
|
| Shopify Cl A (SHOP) | 0.6 | $1.4M | +26% | 15k | 91.40 |
|
| International Business Machines (IBM) | 0.6 | $1.4M | 5.8k | 235.29 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $1.3M | -3% | 16k | 79.99 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $1.3M | -17% | 12k | 104.97 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $1.1M | -3% | 14k | 75.97 |
|
| Nextera Energy (NEE) | 0.4 | $1.0M | 15k | 67.58 |
|
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.4 | $995k | 11k | 94.98 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.4 | $977k | -4% | 14k | 71.59 |
|
| Tesla Motors (TSLA) | 0.4 | $938k | +19% | 3.4k | 272.20 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $908k | 6.9k | 131.42 |
|
|
| Nucor Corporation (NUE) | 0.4 | $893k | 7.7k | 115.49 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $877k | -5% | 24k | 37.15 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $873k | 3.7k | 234.32 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $859k | 35k | 24.28 |
|
|
| Suzano S A Spon Ads (SUZ) | 0.3 | $807k | -14% | 90k | 8.94 |
|
| Maplebear (CART) | 0.3 | $746k | +2% | 19k | 39.06 |
|
| At&t (T) | 0.3 | $643k | +3% | 24k | 26.47 |
|
| Snowflake Cl A (SNOW) | 0.3 | $636k | 4.2k | 151.15 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $617k | 3.8k | 162.34 |
|
|
| Symbotic Class A Com (SYM) | 0.3 | $590k | NEW | 28k | 21.38 |
|
| Verizon Communications (VZ) | 0.3 | $579k | +11% | 14k | 42.89 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $568k | +29% | 6.3k | 89.86 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $501k | -12% | 46k | 10.92 |
|
| Phillips 66 (PSX) | 0.2 | $468k | -6% | 4.5k | 103.12 |
|
| McDonald's Corporation (MCD) | 0.2 | $451k | +7% | 1.5k | 303.87 |
|
| Qualcomm (QCOM) | 0.2 | $449k | 3.1k | 143.60 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $443k | 2.0k | 223.53 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $441k | 5.3k | 82.60 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $436k | 578.00 | 754.09 |
|
|
| Visa Com Cl A (V) | 0.2 | $414k | 1.2k | 332.48 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $406k | 3.3k | 122.67 |
|
|
| Cardinal Health (CAH) | 0.2 | $397k | 3.0k | 130.45 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $395k | 3.9k | 100.44 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $395k | 6.2k | 63.89 |
|
|
| Pepsi (PEP) | 0.2 | $380k | -5% | 2.6k | 145.61 |
|
| Chevron Corporation (CVX) | 0.2 | $370k | 2.5k | 146.05 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $361k | -10% | 2.4k | 150.97 |
|
| Coca-Cola Company (KO) | 0.2 | $359k | 5.1k | 69.96 |
|
|
| Enterprise Products Partners (EPD) | 0.2 | $348k | 12k | 29.69 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $343k | 3.2k | 105.80 |
|
|
| John Hancock Preferred Income Fund III (HPS) | 0.1 | $338k | 24k | 14.28 |
|
|
| Lowe's Companies (LOW) | 0.1 | $336k | 1.5k | 223.17 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $320k | 1.8k | 181.90 |
|
|
| Walt Disney Company (DIS) | 0.1 | $314k | 3.4k | 91.44 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $305k | 2.2k | 139.70 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $274k | -30% | 16k | 17.16 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $270k | 2.3k | 116.33 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $268k | NEW | 4.7k | 56.79 |
|
| Altria (MO) | 0.1 | $261k | 4.6k | 56.36 |
|
|
| Reddit Cl A (RDDT) | 0.1 | $258k | +2% | 2.3k | 110.86 |
|
| Progressive Corporation (PGR) | 0.1 | $256k | -3% | 949.00 | 270.17 |
|
| Dollar General (DG) | 0.1 | $249k | 2.9k | 86.03 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $235k | -2% | 2.7k | 88.66 |
|
| General Mills (GIS) | 0.1 | $231k | -2% | 4.0k | 58.06 |
|
| Themes Etf Tr Generative Artif (WISE) | 0.1 | $230k | -4% | 7.8k | 29.50 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $229k | 3.0k | 76.00 |
|
|
| Kellogg Company (K) | 0.1 | $225k | 2.7k | 82.25 |
|
|
| Merck & Co (MRK) | 0.1 | $222k | 2.7k | 81.91 |
|
|
| Garmin SHS (GRMN) | 0.1 | $222k | +15% | 1.2k | 192.71 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $205k | 504.00 | 405.88 |
|
|
| Netflix (NFLX) | 0.1 | $203k | NEW | 215.00 | 944.31 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $201k | NEW | 6.7k | 29.84 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $181k | -2% | 11k | 16.67 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $105k | 21k | 4.93 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $87k | -19% | 20k | 4.26 |
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $27k | 58k | 0.46 |
|
Past Filings by Arkfeld Wealth Strategies
SEC 13F filings are viewable for Arkfeld Wealth Strategies going back to 2019
- Arkfeld Wealth Strategies 2025 Q1 filed April 11, 2025
- Arkfeld Wealth Strategies 2024 Q4 filed Jan. 21, 2025
- Arkfeld Wealth Strategies 2024 Q3 filed Oct. 15, 2024
- Arkfeld Wealth Strategies 2024 Q2 filed July 10, 2024
- 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