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Arkfeld Wealth Strategies, L.L.C.13F | |
Arkfeld Wealth Strategies, L.L.C. | |
Last update 2025-07-10 | 106 Stocks (12 new) |
Value $253.00 Mil | Turnover 6 % |
Arkfeld Wealth Strategies, L.L... Top Holdings of 2025-06-30
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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 | 70,815 | 33,851.8 | +2.39% | 13.370 | +0.31% | 0.000 | -8.74% | +3.98% | 1,017,162.4 | Insurance | |
AMZN | Amazon.com Inc | 131,889 | 29,473.1 | +0.59% | 11.640 | +0.07% | 0.000 | +28.03% | +1.73% | 2,369,463.7 | Retail - Cyclical | |
AAPL | Apple Inc | 67,199 | 14,108.3 | +1.29% | 5.570 | +0.07% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
DINO | HF Sinclair Corp | 253,235 | 11,231.0 | +9.31% | 4.440 | +0.38% | 0.130 | +56.42% | +26.00% | 8,077.1 | Oil & Gas | |
CASY | Casey's General Stores Inc | 20,953 | 11,024.5 | -1.39% | 4.360 | -0.06% | 0.060 | +13.34% | +30.98% | 19,252.3 | Retail - Cyclical | |
CHRD | Chord Energy Corp | 105,762 | 10,907.2 | -0.25% | 4.310 | -0.01% | 0.180 | +14.07% | -10.25% | 5,902.5 | Oil & Gas | |
MSFT | Microsoft Corp | 20,023 | 9,965.8 | -0.06% | 3.940 | 0% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
TJX | TJX Companies Inc | 77,688 | 9,724.1 | +0.15% | 3.840 | +0.01% | 0.010 | -3.61% | +1.08% | 135,380.0 | Retail - Cyclical | |
RYE |
Invesco S P 500 Equal Weight Energy ETF
Invesco S P 500 Equal Weight Energy ETF
| 114,096 | 8,609.7 | +736.05% | 3.400 | +2.99% | - | +16.80% | +2.92% | 0 | ||
GOOGL | Alphabet Inc | 41,456 | 7,329.1 | +0.89% | 2.900 | +0.03% | 0.000 | +19.48% | -3.12% | 2,224,662.6 | 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
RYE |
Invesco S P 500 Equal Weight Energy ETF
Invesco S P 500 Equal Weight Energy ETF
| 2025-06-30 | Add Add | +2.99% | 65.43 ($73.14) 82.88 | $66.61 | -8.93% | Add 736.05% | 114,096 | 100,449 | |
SHV | iShares Short Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -2.77% | 110.06 ($110.26) 110.46 | $110.25 | -0.01% | Reduce -80.87% | 13,745 | -58,118 | |
NEAR |
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
| 2025-06-30 | Reduce Reduce | -0.99% | 50.41 ($50.79) 51.17 | $50.90 | 0.22% | Reduce -87.54% | 6,396 | -44,924 | |
METC | Ramaco Resources Inc | 2025-06-30 | Sold Out Sold Out | -0.78% | 6.68 ($9.59) 13.14 | $21.39 | 123.04% | Sold Out | 0 | -227,920 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -0.65% | 91.43 ($91.58) 91.74 | $91.60 | 0.02% | Reduce -71.05% | 6,692 | -16,421 | |
DINO | HF Sinclair Corp | 2025-06-30 | Add Add | +0.38% | 25.91 ($34.4) 41.85 | $42.87 | 24.62% | Add 9.31% | 253,235 | 21,558 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.31% | 483.48 ($508.26) 539.8 | $471.31 | -7.27% | Add 2.39% | 70,815 | 1,654 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-06-30 | Reduce Reduce | -0.23% | 24.19 ($24.3) 24.46 | $24.27 | -0.12% | Reduce -60.92% | 13,831 | -21,557 | |
SUZ | Suzano SA | 2025-06-30 | Reduce Reduce | -0.17% | 8.48 ($9.17) 9.86 | $9.09 | -0.87% | Reduce -49.56% | 45,535 | -44,748 | |
XOM | Exxon Mobil Corp | 2025-06-30 | Add Add | +0.13% | 99.93 ($107.09) 119.04 | $112.23 | 4.80% | Add 93.11% | 6,253 | 3,015 |
Arkfeld Wealth Strategies, L.L.C. Total Holding History ($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 2025-06-30
Arkfeld Wealth Strategies, L.L.C.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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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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