Latest Arkfeld Wealth Strategies, L.L.C. Stock Portfolio
Arkfeld Wealth Strategies, L.L.C. Performance:
2025 Q1: -6.61%YTD: -6.61%2024: 11.55%
Performance for 2025 Q1 is -6.61%, and YTD is -6.61%, and 2024 is 11.55%.
About Arkfeld Wealth Strategies, L.L.C. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Arkfeld Wealth Strategies, L.L.C. reported an equity portfolio of $230.7 Millions as of 31 Mar, 2025.
The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are , AMZN, AAPL. The fund has invested 15.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 10.9% of portfolio in AMAZON COM INC.
The fund managers got completely rid off TAIWAN SEMICONDUCTOR MFG LTD (TSM) stocks. They significantly reduced their stock positions in PLAINS ALL AMERN PIPELINE L (PAA), GRAB HOLDINGS LIMITED and ISHARES TR (AAXJ). Arkfeld Wealth Strategies, L.L.C. opened new stock positions in BERKSHIRE HATHAWAY INC DEL, UNITED PARCEL SERVICE INC (UPS) and SYMBOTIC INC (SYM). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), VANGUARD INDEX FDS (VB) and TARGET CORP (TGT).
The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are , AMZN, AAPL. The fund has invested 15.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 10.9% of portfolio in AMAZON COM INC.
The fund managers got completely rid off TAIWAN SEMICONDUCTOR MFG LTD (TSM) stocks. They significantly reduced their stock positions in PLAINS ALL AMERN PIPELINE L (PAA), GRAB HOLDINGS LIMITED and ISHARES TR (AAXJ). Arkfeld Wealth Strategies, L.L.C. opened new stock positions in BERKSHIRE HATHAWAY INC DEL, UNITED PARCEL SERVICE INC (UPS) and SYMBOTIC INC (SYM). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), VANGUARD INDEX FDS (VB) and TARGET CORP (TGT).
Arkfeld Wealth Strategies, L.L.C. Annual Return Estimates Vs S&P 500
Our best estimate is that Arkfeld Wealth Strategies, L.L.C. made a return of -6.61% in the last quarter. In trailing 12 months, it's portfolio return was -0.94%.
New Buys
| Ticker | $ Bought |
|---|---|
| berkshire hathaway inc del | 6,227,370 |
| united parcel service inc | 4,084,320 |
| symbotic inc | 589,938 |
| totalenergies se | 267,594 |
| netflix inc | 203,027 |
| ishares tr | 200,716 |
New stocks bought by Arkfeld Wealth Strategies, L.L.C.
Additions
| Ticker | % Inc. |
|---|---|
| walmart inc | 46.77 |
| vanguard index fds | 38.21 |
| target corp | 37.09 |
| devon energy corp new | 32.15 |
| amazon com inc | 31.26 |
| ishares tr | 29.94 |
| shopify inc | 26.19 |
| bwx technologies inc | 24.45 |
Additions to existing portfolio by Arkfeld Wealth Strategies, L.L.C.
Reductions
| Ticker | % Reduced |
|---|---|
| plains all amern pipeline l | -30.38 |
| grab holdings limited | -19.75 |
| ishares tr | -17.63 |
| suzano s a | -14.77 |
| nu hldgs ltd | -12.26 |
| johnson & johnson | -10.11 |
| phillips 66 | -6.04 |
| pepsico inc | -5.71 |
Arkfeld Wealth Strategies, L.L.C. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| taiwan semiconductor mfg ltd | -211,227 |
Arkfeld Wealth Strategies, L.L.C. got rid off the above stocks
Sector Distribution
Arkfeld Wealth Strategies, L.L.C. has about 32.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 32.1 |
| Consumer Cyclical | 20 |
| Technology | 15 |
| Energy | 12.3 |
| Consumer Defensive | 5.6 |
| Communication Services | 5.4 |
| Industrials | 3.3 |
| Financial Services | 2.5 |
| Utilities | 2 |
| Basic Materials | 1.2 |
Market Cap. Distribution
Arkfeld Wealth Strategies, L.L.C. has about 57.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 32.1 |
| MEGA-CAP | 30.8 |
| LARGE-CAP | 27.1 |
| MID-CAP | 8.9 |
Stocks belong to which Index?
About 56.6% of the stocks held by Arkfeld Wealth Strategies, L.L.C. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 51.3 |
| Others | 43.5 |
| RUSSELL 2000 | 5.3 |
Arkfeld Wealth Strategies, L.L.C. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Arkfeld Wealth Strategies, L.L.C.
Arkfeld Wealth Strategies, L.L.C. has 97 stocks in it's portfolio. About 57.4% of the portfolio is in top 10 stocks. AMZN proved to be the most loss making stock for the portfolio. CASY was the most profitable stock for Arkfeld Wealth Strategies, L.L.C. last quarter.
Last Reported on: 11 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.72 | 66,341 | 13,191,900 | added | 1.92 | ||
| AAXJ | ishares tr | 3.43 | 71,863 | 7,919,320 | reduced | -3.39 | ||
| AAXJ | ishares tr | 0.56 | 12,268 | 1,287,740 | reduced | -17.63 | ||
| AAXJ | ishares tr | 0.09 | 6,726 | 200,716 | new | |||
| AMPS | ishares tr | 0.25 | 6,319 | 567,855 | added | 29.94 | ||
| AMRN | amarin corp plc | 0.01 | 58,000 | 26,581 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 10.86 | 131,121 | 25,057,100 | added | 31.26 | ||
| ANET | arista networks inc | 0.10 | 3,012 | 228,912 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.38 | 23,616 | 877,343 | reduced | -5.31 | ||
| BIL | spdr ser tr | 0.92 | 23,113 | 2,115,100 | reduced | -4.48 | ||
| BIL | spdr ser tr | 0.56 | 16,222 | 1,297,630 | reduced | -3.09 | ||
| BWXT | bwx technologies inc | 1.05 | 23,314 | 2,426,550 | added | 24.45 | ||
| CAH | cardinal health inc | 0.17 | 3,042 | 396,843 | added | 0.26 | ||
| CASY | caseys gen stores inc | 4.05 | 21,249 | 9,343,850 | reduced | -0.62 | ||
| CCRV | ishares u s etf tr | 1.12 | 51,320 | 2,596,260 | reduced | -3.07 | ||
| CHRD | chord energy corporation | 4.36 | 106,032 | 10,072,000 | added | 14.99 | ||
| COST | costco whsl corp new | 0.80 | 1,904 | 1,838,170 | added | 0.32 | ||
| CSCO | cisco sys inc | 1.81 | 71,761 | 4,171,460 | reduced | -0.67 | ||
| CSD | invesco exchange traded fd t | 0.42 | 13,647 | 977,018 | reduced | -4.84 | ||
| CVX | chevron corp new | 0.16 | 2,533 | 369,956 | added | 0.48 | ||