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View AllLatest Arkfeld Wealth Strategies, L.L.C. Stock Portfolio
$182Million
Equity Portfolio Value
Last Reported on: 15 Apr, 2024
About Arkfeld Wealth Strategies, L.L.C. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Arkfeld Wealth Strategies, L.L.C. reported an equity portfolio of $152.5 Millions as of 31 Dec, 2023.
The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are BRKA, AMZN, AAPL. The fund has invested 14.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 9.5% of portfolio in AMAZON COM INC.
The fund managers got completely rid off HOLLY ENERGY PARTNERS L P (HEP) stocks. They significantly reduced their stock positions in SCHWAB CHARLES FAMILY FD, WALGREENS BOOTS ALLIANCE INC (WBA) and SPDR SER TR (BIL). Arkfeld Wealth Strategies, L.L.C. opened new stock positions in RAMACO RES INC (METC), TOAST INC (TOST) and SHOPIFY INC. The fund showed a lot of confidence in some stocks as they added substantially to HF SINCLAIR CORP (DINO), 3M CO (MMM) and KRAFT HEINZ CO (KHC).
The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are BRKA, AMZN, AAPL. The fund has invested 14.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 9.5% of portfolio in AMAZON COM INC.
The fund managers got completely rid off HOLLY ENERGY PARTNERS L P (HEP) stocks. They significantly reduced their stock positions in SCHWAB CHARLES FAMILY FD, WALGREENS BOOTS ALLIANCE INC (WBA) and SPDR SER TR (BIL). Arkfeld Wealth Strategies, L.L.C. opened new stock positions in RAMACO RES INC (METC), TOAST INC (TOST) and SHOPIFY INC. The fund showed a lot of confidence in some stocks as they added substantially to HF SINCLAIR CORP (DINO), 3M CO (MMM) and KRAFT HEINZ CO (KHC).
New Buys
| Ticker | $ Bought |
|---|---|
| BWX TECHNOLOGIES INC | 1,144,160 |
| NEXTERA ENERGY INC | 842,262 |
| GITLAB INC | 721,593 |
| NU HLDGS LTD | 596,376 |
| SOLVENTUM CORP | 578,205 |
| SUPER MICRO COMPUTER INC | 508,782 |
| MAPLEBEAR INC | 447,983 |
| VANGUARD WHITEHALL FDS | 280,630 |
New stocks bought by Arkfeld Wealth Strategies, L.L.C.
Additions
| Ticker | % Inc. |
|---|---|
| PAYPAL HLDGS INC | 916 |
| WALMART INC | 308 |
| RAMACO RES INC | 226 |
| TOAST INC | 171 |
| ALPHABET INC | 85.07 |
| KRAFT HEINZ CO | 78.34 |
| NVIDIA CORPORATION | 72.34 |
| SHOPIFY INC | 70.39 |
Additions to existing portfolio by Arkfeld Wealth Strategies, L.L.C.
Reductions
| Ticker | % Reduced |
|---|---|
| WALGREENS BOOTS ALLIANCE INC | -86.68 |
| ISHARES TR | -21.43 |
| SCHWAB STRATEGIC TR | -17.32 |
| SPDR SER TR | -13.52 |
| BP PLC | -11.43 |
| ISHARES U S ETF TR | -9.59 |
| AT&T INC | -7.16 |
| COSTCO WHSL CORP NEW | -5.02 |
Arkfeld Wealth Strategies, L.L.C. reduced stake in above stock
Sold off
Current Stock Holdings of Arkfeld Wealth Strategies, L.L.C.
Last Reported on: 15 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.09 | 66,178 | 11,103,300 | ADDED | 3.58 | |
| AAXJ | ISHARES TR | 4.74 | 78,562 | 8,655,910 | REDUCED | -2.88 | |
| AAXJ | ISHARES TR | 0.93 | 16,292 | 1,698,250 | ADDED | 0.1 | |
| AAXJ | ISHARES TR | 0.13 | 7,371 | 232,200 | REDUCED | -21.43 | |
| AGG | ISHARES TR | 0.23 | 5,260 | 426,409 | ADDED | 0.34 | |
| AMPS | ISHARES TR | 0.22 | 4,806 | 391,740 | ADDED | 13.16 | |
| AMZN | AMAZON COM INC | 10.09 | 98,998 | 18,408,700 | ADDED | 3.53 | |
| ANET | ARISTA NETWORKS INC | 0.12 | 753 | 217,030 | NEW | ||
| BAC | BANK AMERICA CORP | 0.51 | 25,302 | 927,318 | REDUCED | -0.66 | |
| BIL | SPDR SER TR | 0.94 | 18,837 | 1,724,320 | REDUCED | -13.52 | |
| BIL | SPDR SER TR | 0.63 | 15,766 | 1,143,320 | ADDED | 2.64 | |
| BP | BP PLC | 0.12 | 5,795 | 228,441 | REDUCED | -11.43 | |
| BWXT | BWX TECHNOLOGIES INC | 0.63 | 11,857 | 1,144,160 | NEW | ||
| CAH | CARDINAL HEALTH INC | 0.18 | 3,005 | 324,321 | ADDED | 0.17 | |
| CASY | CASEYS GEN STORES INC | 3.69 | 21,557 | 6,732,830 | REDUCED | -0.95 | |
| CCRV | ISHARES U S ETF TR | 1.58 | 57,871 | 2,891,790 | REDUCED | -9.59 | |
| COST | COSTCO WHSL CORP NEW | 0.74 | 1,873 | 1,353,620 | REDUCED | -5.02 | |
| CRWD | CROWDSTRIKE HLDGS INC | 0.76 | 4,444 | 1,388,880 | ADDED | 0.11 | |
| CSCO | CISCO SYS INC | 2.14 | 79,208 | 3,897,820 | REDUCED | -1.35 | |
| CVX | CHEVRON CORP NEW | 0.21 | 2,385 | 387,933 | ADDED | 6.43 | |
| DG | DOLLAR GEN CORP NEW | 0.52 | 6,144 | 949,988 | ADDED | 0.03 | |
| DINO | HF SINCLAIR CORP | 7.18 | 215,219 | 13,087,500 | REDUCED | -0.63 | |
| DIS | DISNEY WALT CO | 0.22 | 3,422 | 401,018 | ADDED | 12.53 | |
| DMXF | ISHARES TR | 0.21 | 3,752 | 376,794 | ADDED | 1.32 | |
| DUK | DUKE ENERGY CORP NEW | 0.12 | 2,262 | 215,852 | ADDED | 0.76 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.19 | 11,679 | 340,434 | ADDED | 1.22 | |
| FNDA | SCHWAB STRATEGIC TR | 0.56 | 21,433 | 1,024,700 | REDUCED | -17.32 | |
| GIS | GENERAL MLS INC | 0.16 | 4,161 | 286,515 | ADDED | 0.51 | |
| GLD | SPDR GOLD TR | 1.93 | 16,292 | 3,512,730 | REDUCED | -2.85 | |
| GOOG | ALPHABET INC | 3.13 | 36,533 | 5,704,260 | ADDED | 85.07 | |
| GOOG | ALPHABET INC | 2.16 | 25,035 | 3,947,020 | ADDED | 17.42 | |
| GTLB | GITLAB INC | 0.40 | 12,452 | 721,593 | NEW | ||
| IBM | INTERNATIONAL BUSINESS MACHS | 0.61 | 6,002 | 1,116,690 | ADDED | 27.73 | |
| JNJ | JOHNSON & JOHNSON | 0.22 | 2,653 | 398,477 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 0.39 | 3,652 | 713,854 | ADDED | 3.99 | |
| KHC | KRAFT HEINZ CO | 1.63 | 80,648 | 2,969,460 | ADDED | 78.34 | |
| KMI | KINDER MORGAN INC DEL | 2.11 | 210,711 | 3,849,690 | ADDED | 21.69 | |
| KO | COCA COLA CO | 0.15 | 4,731 | 278,758 | ADDED | 0.75 | |
| KOF | COCA-COLA FEMSA SAB DE CV | 0.56 | 10,968 | 1,027,330 | REDUCED | -2.7 | |
| LLY | ELI LILLY & CO | 0.27 | 637 | 485,588 | UNCHANGED | 0.00 | |
| LOW | LOWES COS INC | 0.18 | 1,423 | 337,535 | ADDED | 0.28 | |
| MCD | MCDONALDS CORP | 0.20 | 1,383 | 371,504 | UNCHANGED | 0.00 | |
| METC | RAMACO RES INC | 1.16 | 133,502 | 2,110,660 | ADDED | 226 | |
| MMM | 3M CO | 1.84 | 36,150 | 3,348,530 | ADDED | 11.58 | |
| MNST | MONSTER BEVERAGE CORP NEW | 0.12 | 4,123 | 225,982 | NEW | ||
| MO | ALTRIA GROUP INC | 0.11 | 4,822 | 200,993 | ADDED | 0.5 | |
| MPC | MARATHON PETE CORP | 0.80 | 6,900 | 1,457,500 | ADDED | 0.58 | |
| MRK | MERCK & CO INC | 0.19 | 2,697 | 341,822 | ADDED | 0.11 | |
| MSFT | MICROSOFT CORP | 4.19 | 18,069 | 7,648,040 | ADDED | 17.61 | |
| NEE | NEXTERA ENERGY INC | 0.46 | 13,158 | 842,262 | NEW | ||
| NU | NU HLDGS LTD | 0.33 | 51,545 | 596,376 | NEW | ||
| NUE | NUCOR CORP | 0.78 | 7,195 | 1,425,840 | ADDED | 0.11 | |
| NVDA | NVIDIA CORPORATION | 1.21 | 2,530 | 2,202,360 | ADDED | 72.34 | |
| OKE | ONEOK INC NEW | 0.77 | 17,760 | 1,404,100 | ADDED | 0.2 | |
| ORCL | ORACLE CORP | 0.15 | 2,180 | 265,415 | ADDED | 4.81 | |
| PAA | PLAINS ALL AMERN PIPELINE L | 0.22 | 22,564 | 409,081 | ADDED | 0.58 | |
| PEP | PEPSICO INC | 0.25 | 2,708 | 457,520 | ADDED | 0.04 | |
| PG | PROCTER AND GAMBLE CO | 0.31 | 3,563 | 560,315 | ADDED | 5.82 | |
| PGR | PROGRESSIVE CORP | 0.11 | 1,001 | 206,377 | NEW | ||
| PPL | PPL CORP | 1.14 | 77,512 | 2,086,610 | ADDED | 0.54 | |
| PSX | PHILLIPS 66 | 0.43 | 4,720 | 779,549 | REDUCED | -0.11 | |
| PYPL | PAYPAL HLDGS INC | 1.37 | 38,030 | 2,505,420 | ADDED | 916 | |
| QCOM | QUALCOMM INC | 0.29 | 3,095 | 528,864 | ADDED | 0.23 | |
| RGA | REINSURANCE GRP OF AMERICA I | 0.18 | 1,756 | 333,479 | ADDED | 0.06 | |
| SFM | SPROUTS FMRS MKT INC | 0.35 | 9,993 | 639,452 | REDUCED | -0.2 | |
| SHEL | SHELL PLC | 0.24 | 6,016 | 437,027 | ADDED | 0.67 | |
| SHOP | SHOPIFY INC | 0.21 | 5,248 | 377,751 | ADDED | 70.39 | |
| SMCI | SUPER MICRO COMPUTER INC | 0.28 | 560 | 508,782 | NEW | ||
| SNAP | SNAP INC | 0.06 | 10,375 | 112,880 | NEW | ||
| SNOW | SNOWFLAKE INC | 0.44 | 5,263 | 805,081 | ADDED | 40.23 | |
| T | AT&T INC | 0.21 | 22,985 | 384,535 | REDUCED | -7.16 | |
| TGT | TARGET CORP | 1.00 | 10,606 | 1,820,250 | ADDED | 0.76 | |
| TOST | TOAST INC | 1.42 | 112,351 | 2,581,830 | ADDED | 171 | |
| TSLA | TESLA INC | 0.23 | 2,404 | 412,911 | ADDED | 17.21 | |
| UNP | UNION PAC CORP | 0.25 | 1,922 | 455,167 | ADDED | 5.72 | |
| V | VISA INC | 0.18 | 1,207 | 331,322 | ADDED | 13.01 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.15 | 2,377 | 280,630 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.50 | 1,922 | 908,470 | ADDED | 2.67 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.26 | 11,633 | 471,352 | REDUCED | -4.36 | |
| WBA | WALGREENS BOOTS ALLIANCE INC | 0.21 | 21,525 | 387,878 | REDUCED | -86.68 | |
| WMT | WALMART INC | 0.65 | 19,655 | 1,191,470 | ADDED | 308 | |
| WPC | WP CAREY INC | 2.50 | 81,759 | 4,550,730 | ADDED | 59.47 | |
| XLB | SELECT SECTOR SPDR TR | 0.50 | 14,221 | 921,786 | ADDED | 3.75 | |
| XOM | EXXON MOBIL CORP | 0.21 | 3,195 | 390,484 | ADDED | 0.19 | |
| BERKSHIRE HATHAWAY INC DEL | 14.30 | 63,772 | 26,089,700 | ADDED | 4.32 | ||
| SCHWAB CHARLES FAMILY FD | 0.76 | 1,387,290 | 1,387,290 | ADDED | 7.28 | ||
| SOLVENTUM CORP | 0.32 | 9,050 | 578,205 | NEW | |||
| MAPLEBEAR INC | 0.25 | 11,645 | 447,983 | NEW | |||
| HANCOCK JOHN PFD INCOME FD I | 0.19 | 22,499 | 339,738 | ADDED | 1.12 | ||
| THEMES ETF TR | 0.14 | 9,068 | 261,975 | NEW |