Arkfeld Wealth Strategies, L.L.C. Portfolio Holdings by Sector
Arkfeld Wealth Strategies, L.L.C.
- $233 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$42,699
18.31% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SHV GLD NEAR BIL VOO SPYG SUB XLU 16 stocks |
$25,537
10.95% of portfolio
|
7
|
9
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$24,947
10.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$14,736
6.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CHRD DVN 2 stocks |
$13,842
5.94% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT TOST ORCL 3 stocks |
$11,404
4.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$10,483
4.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$9,447
4.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
DINO MPC PSX 3 stocks |
$9,225
3.96% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY 1 stocks |
$9,222
3.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI OKE EPD PAA ET 5 stocks |
$8,735
3.75% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$6,691
2.87% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO NOK 2 stocks |
$4,540
1.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$4,507
1.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL NEE DUK 3 stocks |
$4,164
1.79% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V 2 stocks |
$3,477
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC GIS K 3 stocks |
$3,334
1.43% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$2,899
1.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM NU 3 stocks |
$2,367
1.01% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BWXT 1 stocks |
$2,299
0.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP SNOW GRAB 3 stocks |
$2,176
0.93% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KOF PEP KO 3 stocks |
$1,712
0.73% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL CVX XOM TTE 4 stocks |
$1,580
0.68% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1,449
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$1,440
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1,298
0.56% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK 3 stocks |
$1,116
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$930
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$893
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
SUZ 1 stocks |
$838
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$722
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$647
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$556
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$539
0.23% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$467
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$419
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HPS 1 stocks |
$355
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$351
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$346
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$277
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$268
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$249
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
AMRN 1 stocks |
$25
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|