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

Arkfeld Wealth Strategies, L.L.C.

  • $200 Million
  • Q3 2024

Arkfeld Wealth Strategies, L.L.C. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Million distributed in 90 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 $31.3M, Amazon Com Inc with a value of $18.5M, Apple Inc. with a value of $15.2M, Oasis Petroleum Inc. with a value of $11.6M, and Hf Sinclair Corp with a value of $9.72M.

Examining the 13F form we can see an increase of $9.94M in the current position value, from $190M to 200M.

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

Portfolio value $200 Million
Financial Services: $38.4 Million
Technology: $37.6 Million
Energy: $33.1 Million
Consumer Cyclical: $28.3 Million
ETFs: $24.6 Million
Consumer Defensive: $12.4 Million
Communication Services: $12.1 Million
Industrials: $5.41 Million
Other: $7.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.7B
$8.04 Million 4.02% of portfolio
21,408
Q3 2024 Reduced 1.41%
$59.8B
$4.65 Million 2.33% of portfolio
210,479
Q3 2024 Reduced 1.04%
$105B
$3.33 Million 1.67% of portfolio
42,692
Q3 2024 Reduced 1.04%
$12.4B
$3.09 Million 1.55% of portfolio
109,270
Q3 2024 Reduced 1.99%
$70.8B
$3 Million 1.5% of portfolio
21,916
Q3 2024 Reduced 40.09%
$38.3B
$2.82 Million 1.41% of portfolio
80,357
Q3 2024 Reduced 2.51%
$23.7B
$2.58 Million 1.29% of portfolio
77,983
Q3 2024 Added 0.13%
$10.8B
$1.93 Million 0.96% of portfolio
17,731
Q3 2024 Added 1.29%
$60.6B
$1.67 Million 0.84% of portfolio
10,736
Q3 2024 Added 0.4%
$21.1B
$1.64 Million 0.82% of portfolio
41,966
Q3 2024 Added 17.0%
$45.5B
$1.63 Million 0.81% of portfolio
17,845
Q3 2024 Added 0.24%
$142B
$1.26 Million 0.63% of portfolio
14,870
Q3 2024 Added 0.12%
$68.8B
$1.12 Million 0.56% of portfolio
6,906
Q3 2024 Added 0.1%
$14.9B
$1.1 Million 0.55% of portfolio
9,948
Q3 2024 Reduced 0.05%
$31.1B
$1.08 Million 0.54% of portfolio
7,212
Q3 2024 Added 0.12%
$13.7B
$1.06 Million 0.53% of portfolio
105,752
Q3 2024 Reduced 5.68%
$142B
$859,000 0.43% of portfolio
10,730
Q3 2024 Reduced 0.03%
$41.7B
$699,000 0.35% of portfolio
51,245
Q3 2024 Reduced 0.58%
$55.7B
$634,000 0.32% of portfolio
4,827
Q3 2024 Added 1.49%
$171B
$535,000 0.27% of portfolio
11,922
Q3 2024 Added 3.92%
$177B
$528,000 0.26% of portfolio
3,109
Q3 2024 Added 0.26%
$163B
$510,000 0.26% of portfolio
23,222
Q3 2024 Added 1.68%
$54.7B
$501,000 0.25% of portfolio
4,363
Q3 2024 Reduced 17.04%
$141B
$486,000 0.24% of portfolio
1,974
Q3 2024 Added 0.2%
$12.2B
$396,000 0.2% of portfolio
22,808
Q3 2024 Added 0.55%
$160B
$407,000 0.2% of portfolio
1,506
Q3 2024 Added 5.46%
$14B
$382,000 0.19% of portfolio
1,757
Q3 2024 Added 0.06%
$68.1B
$340,000 0.17% of portfolio
11,702
Q3 2024 Added 0.1%
$30.3B
$334,000 0.17% of portfolio
3,025
Q3 2024 Added 0.36%
$39.1B
$302,000 0.15% of portfolio
4,095
Q3 2024 Reduced 3.69%
$34.7B
$289,000 0.14% of portfolio
753
Q1 2024 New
$83.1B
$264,000 0.13% of portfolio
2,294
Q3 2024 Added 0.66%
$106B
$265,000 0.13% of portfolio
2,726
Q3 2024 Reduced 4.32%
$17.1B
$261,000 0.13% of portfolio
3,091
Q3 2024 Reduced 51.48%
$97B
$233,000 0.12% of portfolio
4,568
Q3 2024 Reduced 5.74%
$145B
$248,000 0.12% of portfolio
979
Q3 2024 Reduced 2.2%
$27.4B
$219,000 0.11% of portfolio
2,714
Q3 2024 New
$57.5B
$178,000 0.09% of portfolio
11,131
Q3 2024 New
$19.1B
$94,000 0.05% of portfolio
24,815
Q3 2024 Reduced 10.14%
$25.1B
$75,000 0.04% of portfolio
17,320
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $200 Million
  • Prior Value $190 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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