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

Arkfeld Wealth Strategies, L.L.C.

  • $233 Million
  • Q1 2025

Arkfeld Wealth Strategies, L.L.C. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Million distributed in 98 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 $36.3M, Amazon Com Inc with a value of $24.9M, Apple Inc. with a value of $14.7M, Oasis Petroleum Inc. with a value of $11.8M, and Tjx Companies Inc with a value of $9.45M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $213M to 233M.

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

Portfolio value $233 Million
Financial Services: $50.1 Million
Consumer Cyclical: $45.6 Million
Technology: $37.5 Million
Energy: $33.4 Million
ETFs: $25.5 Million
Consumer Defensive: $14.1 Million
Communication Services: $12.3 Million
Industrials: $7.27 Million
Other: $7.49 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$687B
$36.3 Million 15.57% of portfolio
69,161
Q1 2025 Added 0.69%
$1.86T
$24.9 Million 10.7% of portfolio
131,121
Q1 2025 Added 31.26%
$3.25T
$14.7 Million 6.32% of portfolio
66,341
Q1 2025 Added 1.92%
$3.68B
$11.8 Million 5.08% of portfolio
106,032
Q1 2025 Added 14.99%
$152B
$9.45 Million 4.05% of portfolio
77,569
Q1 2025 Added 1.85%
$17.2B
$9.22 Million 3.95% of portfolio
21,249
Q1 2025 Reduced 0.62%
$5.79B
$7.66 Million 3.28% of portfolio
231,677
Q1 2025 Added 6.46%
$2.89T
$7.52 Million 3.22% of portfolio
20,035
Q1 2025 Added 0.62%
$476B
$6.39 Million 2.74% of portfolio
8
Q1 2025 New
$931B
$6.34 Million 2.72% of portfolio
41,089
Q1 2025 Added 6.84%
$60.2B
$6.04 Million 2.59% of portfolio
211,619
Q1 2025 Added 0.12%
$72B
$4.51 Million 1.93% of portfolio
40,983
Q1 2025 New
$236B
$4.43 Million 1.9% of portfolio
71,761
Q1 2025 Reduced 0.67%
$983B
$4.14 Million 1.78% of portfolio
26,518
Q1 2025 Added 0.01%
$11.2B
$3.58 Million 1.54% of portfolio
107,944
Q1 2025 Reduced 0.46%
$257B
$3.07 Million 1.31% of portfolio
34,920
Q1 2025 Added 46.77%
$36.5B
$2.87 Million 1.23% of portfolio
94,340
Q1 2025 Added 9.26%
$26.1B
$2.81 Million 1.2% of portfolio
77,832
Q1 2025 Reduced 0.59%
$276B
$2.42 Million 1.04% of portfolio
22,323
Q1 2025 Reduced 1.33%
$9.47B
$2.3 Million 0.99% of portfolio
23,314
Q1 2025 Added 24.45%
$18.8B
$2 Million 0.86% of portfolio
53,388
Q1 2025 Added 32.15%
$433B
$1.8 Million 0.77% of portfolio
1,904
Q1 2025 Added 0.32%
$37.3B
$1.78 Million 0.76% of portfolio
17,917
Q1 2025 Added 0.21%
$43.6B
$1.57 Million 0.67% of portfolio
15,072
Q1 2025 Added 37.09%
$98.5B
$1.47 Million 0.63% of portfolio
15,213
Q1 2025 Added 26.19%
$214B
$1.45 Million 0.62% of portfolio
5,829
Q1 2025 Reduced 0.5%
$17.2B
$1.44 Million 0.62% of portfolio
9,748
Q1 2025 Reduced 2.01%
$133B
$1.07 Million 0.46% of portfolio
15,113
Q1 2025 Added 0.12%
$62.3B
$1.01 Million 0.43% of portfolio
6,907
Q1 2025 Reduced 0.25%
$294B
$985,000 0.42% of portfolio
23,616
Q1 2025 Reduced 5.31%
$19.8B
$955,000 0.41% of portfolio
10,472
Q1 2025 Reduced 1.01%
$28.5B
$930,000 0.4% of portfolio
7,733
Q1 2025 Added 0.16%
$688B
$913,000 0.39% of portfolio
3,726
Q1 2025 Added 0.68%
$797B
$893,000 0.38% of portfolio
3,447
Q1 2025 Added 19.65%
$11.8B
$838,000 0.36% of portfolio
90,283
Q1 2025 Reduced 14.77%
$194B
$686,000 0.29% of portfolio
24,276
Q1 2025 Added 3.6%
$401B
$647,000 0.28% of portfolio
3,801
Q1 2025 Added 0.29%
$186B
$612,000 0.26% of portfolio
13,503
Q1 2025 Added 11.79%
$46.3B
$614,000 0.26% of portfolio
4,206
Q1 2025 Reduced 1.77%
$47.1B
$560,000 0.24% of portfolio
4,539
Q1 2025 Reduced 6.04%
$1.15B
$556,000 0.24% of portfolio
27,593
Q1 2025 New
$156B
$480,000 0.21% of portfolio
3,127
Q1 2025 Added 0.29%
$233B
$463,000 0.2% of portfolio
1,484
Q1 2025 Added 7.3%
$717B
$477,000 0.2% of portfolio
578
Q4 2024 Reduced 9.4%
$137B
$467,000 0.2% of portfolio
1,981
Q1 2025 Added 0.2%
$37.9B
$469,000 0.2% of portfolio
45,840
Q1 2025 Reduced 12.26%
$224B
$449,000 0.19% of portfolio
6,177
Q1 2025 Added 0.65%
$548B
$436,000 0.19% of portfolio
1,246
Q3 2024 Added 0.08%
$265B
$423,000 0.18% of portfolio
2,533
Q1 2025 Added 0.48%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $233 Million
  • Prior Value $213 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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