AW
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Arkfeld Wealth Strategies, L.L.C.13F | |
| Arkfeld Wealth Strategies, L.L.C. | |
| Last update 2025-04-11 | 98 Stocks (6 new) |
| Value $231.00 Mil | Turnover 11 % |
Arkfeld Wealth Strategies, L.L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 69,161 | 36,061.3 | +0.69% | 15.630 | +0.11% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
AMZN | Amazon.com Inc | 131,121 | 25,057.1 | +31.26% | 10.860 | +2.59% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
AAPL | Apple Inc | 66,341 | 13,191.9 | +1.92% | 5.720 | +0.11% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
CHRD | Chord Energy Corp | 106,032 | 10,072.0 | +14.99% | 4.370 | +0.57% | 0.180 | +6.40% | -8.33% | 6,029.0 | Oil & Gas | |
TJX | TJX Companies Inc | 77,569 | 9,777.5 | +1.85% | 4.240 | +0.08% | 0.010 | +0.67% | +4.83% | 140,411.4 | Retail - Cyclical | |
CASY | Casey's General Stores Inc | 21,249 | 9,343.9 | -0.62% | 4.050 | -0.02% | 0.060 | +15.28% | +30.83% | 19,231.1 | Retail - Cyclical | |
SHV | iShares Short Treasury Bond ETF | 71,863 | 7,919.3 | -3.39% | 3.430 | -0.13% | 0.040 | +1.03% | +2.09% | 20,617.0 | ||
MSFT | Microsoft Corp | 20,035 | 7,823.5 | +0.62% | 3.390 | +0.02% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
DINO | HF Sinclair Corp | 231,677 | 6,628.3 | +6.46% | 2.870 | +0.17% | 0.120 | +52.98% | +29.79% | 8,320.2 | Oil & Gas | |
GOOGL | Alphabet Inc | 41,089 | 6,521.3 | +6.84% | 2.830 | +0.18% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media |
Arkfeld Wealth Strategies, L.L.C.'s Historical Top Holdings Breakdowns
Arkfeld Wealth Strategies, L.L.C.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +2.70% | 663000 ($729331) 801950 | $727,455.00 | -0.26% | New holding | 8 | 8 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +2.59% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Add 31.26% | 131,121 | 31,228 | |
UPS | United Parcel Service Inc | 2025-03-31 | New Buy New Buy | +1.77% | 109.66 ($119.57) 136.26 | $104.13 | -12.91% | New holding | 40,983 | 40,983 | |
CHRD | Chord Energy Corp | 2025-03-31 | Add Add | +0.57% | 101.34 ($113.6) 127.78 | $104.39 | -8.11% | Add 14.99% | 106,032 | 13,821 | |
WMT | Walmart Inc | 2025-03-31 | Add Add | +0.43% | 84.5 ($93.81) 105.05 | $98.36 | 4.85% | Add 46.77% | 34,920 | 11,127 | |
SYM | Symbotic Inc | 2025-03-31 | New Buy New Buy | +0.26% | 20.16 ($25.54) 33.5 | $47.91 | 87.59% | New holding | 27,593 | 27,593 | |
BWXT | BWX Technologies Inc | 2025-03-31 | Add Add | +0.21% | 96.59 ($108.51) 128.46 | $142.91 | 31.70% | Add 24.45% | 23,314 | 4,581 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.18% | 154.33 ($181.36) 206.38 | $179.53 | -1.01% | Add 6.84% | 41,089 | 2,631 | |
DVN | Devon Energy Corp | 2025-03-31 | Add Add | +0.18% | 33.15 ($35.5) 38.55 | $33.23 | -6.39% | Add 32.15% | 53,388 | 12,987 | |
DINO | HF Sinclair Corp | 2025-03-31 | Add Add | +0.17% | 31.04 ($35.05) 38.48 | $44.16 | 25.99% | Add 6.46% | 231,677 | 14,068 |
Arkfeld Wealth Strategies, L.L.C. Total Holding History ($B)
Arkfeld Wealth Strategies, L.L.C.'s Asset Allocation
Arkfeld Wealth Strategies, L.L.C. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Arkfeld Wealth Strategies, L.L.C.'s Hypothetical Growth since 2025-03-31
Arkfeld Wealth Strategies, L.L.C.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Arkfeld Wealth Strategies, L.L.C.'s Holdings Heat Map
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Arkfeld Wealth Strategies, L.L.C.'s Holdings Bubble Chart
Arkfeld Wealth Strategies, L.L.C. News
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