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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$257B
$3.07 Million 1.31% of portfolio
34,920
Q1 2025 Added 46.77%
$276B
$2.42 Million 1.04% of portfolio
22,323
Q1 2025 Reduced 1.33%
$433B
$1.8 Million 0.77% of portfolio
1,904
Q1 2025 Added 0.32%
$214B
$1.45 Million 0.62% of portfolio
5,829
Q1 2025 Reduced 0.5%
$294B
$985,000 0.42% of portfolio
23,616
Q1 2025 Reduced 5.31%
$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%
$401B
$647,000 0.28% of portfolio
3,801
Q1 2025 Added 0.29%
$717B
$477,000 0.2% of portfolio
578
Q4 2024 Reduced 9.4%
$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%
$404B
$396,000 0.17% of portfolio
2,391
Q1 2025 Reduced 10.11%
$202B
$390,000 0.17% of portfolio
2,607
Q1 2025 Reduced 5.71%
$431B
$385,000 0.17% of portfolio
3,238
Q1 2025 Added 0.4%
$313B
$367,000 0.16% of portfolio
5,137
Q1 2025 Added 0.59%
$363B
$304,000 0.13% of portfolio
2,181
Q3 2024 Added 0.05%
$201B
$243,000 0.1% of portfolio
2,710
Q1 2025 Added 0.15%
$414B
$200,000 0.09% of portfolio
215
Q1 2025 New

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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