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Arkfeld Wealth Strategies, L.L.C. Top Holdings and 13F Report (2025)

About Arkfeld Wealth Strategies, L.L.C.

Investment Activity

  • Arkfeld Wealth Strategies, L.L.C. has $217.77 million in total holdings as of December 31, 2024.
  • Arkfeld Wealth Strategies, L.L.C. owns shares of 93 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 6.84% of the portfolio was purchased this quarter.
  • About 2.71% of the portfolio was sold this quarter.
  • This quarter, Arkfeld Wealth Strategies, L.L.C. has purchased 90 new stocks and bought additional shares in 62 stocks.
  • Arkfeld Wealth Strategies, L.L.C. sold shares of 18 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$30,491,732
Amazon.com
$21,822,533
Apple
$15,258,048
Chord Energy
$11,596,482
TJX Companies
$9,130,583

Largest New Holdings this Quarter

TJX Companies
$9,130,583 Holding
REDDIT INC
$373,097 Holding
ARISTA NETWORKS INC
$339,272 Holding

Largest Purchases this Quarter

TJX Companies
76,158 shares (about $9.13M)
Invesco S&P 500 Equal Weight Energy ETF
14,341 shares (about $1.17M)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
5,444 shares (about $498.40K)
Schwab Short-Term U.S. Treasury ETF
17,846 shares (about $430.09K)
Chord Energy
3,151 shares (about $396.27K)

Largest Sales this Quarter

Cisco Systems
5,527 shares (about $324.77K)
iShares Short-Term National Muni Bond ETF
1,134 shares (about $119.43K)
Devon Energy
1,565 shares (about $57.54K)
Eli Lilly and Company
60 shares (about $47.85K)
SPDR Gold Shares
178 shares (about $43.74K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArkfeld Wealth Strategies, L.L.C.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$30,491,732$350,689 1.2%68,68914.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,822,533$122,119 0.6%99,89310.0%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$15,258,048$9,610 -0.1%65,0947.0%Computer and Technology
Chord Energy Co. stock logo
CHRD
Chord Energy
$11,596,482$396,271 3.5%92,2115.3%Oils/Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$9,130,583$9,130,583 New Holding76,1584.2%Retail/Wholesale
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$8,393,343$10,206 -0.1%21,3823.9%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$8,306,699$39,633 0.5%19,9113.8%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$8,201,324$6,615 -0.1%74,3883.8%ETF
HF Sinclair Co. stock logo
DINO
HF Sinclair
$8,018,896$17,467 -0.2%217,6093.7%Oils/Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,345,773$50,808 0.7%38,4583.4%Computer and Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,028,360$25,497 0.4%211,3732.8%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$5,098,503$65,955 1.3%26,5152.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,245,025$324,769 -7.1%72,2431.9%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,960,975$43,741 -1.1%16,1191.8%Finance
Toast, Inc. stock logo
TOST
Toast
$3,807,328$29,141 -0.8%108,4401.7%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$3,584,861$840 0.0%42,6821.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,014,201$37,571 1.3%22,6241.4%Computer and Technology
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$2,668,313$1,310 0.0%52,9481.2%ETF
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$2,485,105$172,422 7.5%86,3481.1%Consumer Staples
PPL Co. stock logo
PPL
PPL
$2,480,409$9,916 0.4%78,2961.1%Utilities
Ramaco Resources, Inc. stock logo
METC
Ramaco Resources
$2,250,739$16,903 0.8%232,7551.0%Oils/Energy
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$2,215,141$498,398 29.0%24,1961.0%ETF
Walmart Inc. stock logo
WMT
Walmart
$2,177,794$267,545 14.0%23,7931.0%Retail/Wholesale
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$2,145,718$114,771 5.7%18,7331.0%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$1,859,037$3,535 0.2%17,8790.9%Oils/Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,754,877$925 0.1%1,8980.8%Retail/Wholesale
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,568,512$119,431 -7.1%14,8930.7%ETF
Target Co. stock logo
TGT
Target
$1,525,583$35,801 2.4%10,9940.7%Retail/Wholesale
Devon Energy Co. stock logo
DVN
Devon Energy
$1,485,542$57,545 -3.7%40,4010.7%Oils/Energy
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,460,399$43,969 3.1%16,7400.7%ETF
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$1,378,9920.0%9,9480.6%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$1,273,503$4,565 0.4%5,8580.6%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$1,226,819$134,934 12.4%12,0560.6%Computer and Technology
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$1,171,778$1,171,778 New Holding14,3410.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,161,936$83,485 7.7%2,8810.5%Auto/Tires/Trucks
Bank of America Co. stock logo
BAC
Bank of America
$1,123,795$1,983 -0.2%24,9400.5%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,088,181$22,448 2.1%2,0360.5%ETF
Suzano S.A. stock logo
SUZ
Suzano
$1,077,328$1,831 0.2%105,9320.5%Basic Materials
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,072,828$4,183 0.4%14,3620.5%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$1,016,052$2,641 0.3%6,9240.5%Oils/Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,010,757$15,066 1.5%15,0950.5%Utilities
Nucor Co. stock logo
NUE
Nucor
$948,778$62,547 7.1%7,7210.4%Basic Materials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$903,837$3,907 0.4%3,7010.4%Finance
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$853,894$430,092 101.5%35,4310.4%ETF
MAPLEBEAR INC
$829,132$341,837 70.1%18,6280.4%COM
Coca-Cola FEMSA, S.A.B. de C.V. stock logo
KOF
Coca-Cola FEMSA
$801,4380.0%10,5790.4%Consumer Staples
Snowflake Inc. stock logo
SNOW
Snowflake
$695,525$13,157 -1.9%4,2820.3%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$602,025$1,747 0.3%3,7900.3%Consumer Staples
Nu Holdings Ltd. stock logo
NU
NU
$578,875$11,080 2.0%52,2450.3%Finance
Phillips 66 stock logo
PSX
Phillips 66
$560,273$464 0.1%4,8310.3%Oils/Energy
AT&T Inc. stock logo
T
AT&T
$505,202$4,528 0.9%23,4320.2%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$490,004$1,414 0.3%3,1180.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$460,946$47,849 -9.4%5780.2%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$460,449$5,985 1.3%12,0790.2%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$448,400$680 0.2%1,9770.2%Transportation
Plains All American Pipeline, L.P. stock logo
PAA
Plains All American Pipeline
$436,006$2,433 0.6%22,9360.2%Oils/Energy
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$435,542$1,719 0.4%5,3210.2%Manufacturing
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$428,734$1,851 0.4%4,8630.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$415,404$12,592 3.1%3,2660.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$399,529$2,890 0.7%2,7650.2%Consumer Staples
Shell plc stock logo
SHEL
Shell
$398,688$2,923 0.7%6,1370.2%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$392,3650.0%1,3830.2%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$391,657$1,864 0.5%2,5210.2%Oils/Energy
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$391,446$4,521 1.2%3,8960.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$384,357$4,335 -1.1%2,6600.2%Medical
Visa Inc. stock logo
V
Visa
$382,4000.0%1,2460.2%Business Services
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$381,143$358 0.1%11,7130.2%Oils/Energy
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$376,482$214 0.1%1,7580.2%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$375,599$995 0.3%1,5100.2%Retail/Wholesale
REDDIT INC
$373,097$373,097 New Holding2,2660.2%CL A
The Walt Disney Company stock logo
DIS
Walt Disney
$370,364$2,594 0.7%3,4270.2%Consumer Discretionary
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$366,668$1,088 0.3%3,0340.2%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$352,430$765 0.2%3,2250.2%Oils/Energy
ARISTA NETWORKS INC
$339,272$339,272 New Holding3,0120.2%COM SHS
Oracle Co. stock logo
ORCL
Oracle
$335,6790.0%2,1810.2%Computer and Technology
John Hancock Preferred Income Fund III stock logo
HPS
John Hancock Preferred Income Fund III
$329,021$4,089 1.3%23,3350.2%Financial Services
The Coca-Cola Company stock logo
KO
Coca-Cola
$314,861$2,281 0.7%5,1070.1%Consumer Staples
THEMES ETF TR
$281,786$2,946 -1.0%8,1300.1%GENERATIVE ARTIF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$273,220$707 0.3%2,7060.1%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$254,975$94 0.0%2,7270.1%Retail/Wholesale
Duke Energy Co. stock logo
DUK
Duke Energy
$245,158$1,698 0.7%2,3100.1%Utilities
General Mills, Inc. stock logo
GIS
General Mills
$242,855$119 0.0%4,0930.1%Consumer Staples
Altria Group, Inc. stock logo
MO
Altria Group
$234,539$2,238 1.0%4,6120.1%Consumer Staples
The Progressive Co. stock logo
PGR
Progressive
$230,8210.0%9790.1%Finance
Kellanova stock logo
K
Kellanova
$222,291$1,060 0.5%2,7270.1%Consumer Discretionary
Energy Transfer LP stock logo
ET
Energy Transfer
$216,7210.0%11,1310.1%Oils/Energy
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$212,656$1,691 0.8%5030.1%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$211,227$211,227 New Holding1,0490.1%Computer and Technology
Garmin Ltd. stock logo
GRMN
Garmin
$208,524$208,524 New Holding1,0000.1%Computer and Technology
Dollar General Co. stock logo
DG
Dollar General
$206,384$14,890 -6.7%2,8830.1%Retail/Wholesale
Grab Holdings Limited stock logo
GRAB
Grab
$113,918$2,250 2.0%25,3150.1%Business Services
Nokia Oyj stock logo
NOK
Nokia Oyj
$95,300$17,880 23.1%21,3200.0%Computer and Technology
Amarin Co. plc stock logo
AMRN
Amarin
$29,853$10,294 52.6%58,0000.0%Medical
3M stock logo
MMM
3M
$0$2,964,543 -100.0%00.0%Multi-Sector Conglomerates
SCHWAB CHARLES FAMILY FD
$0$1,930,787 -100.0%00.0%AMT TAX FREE MNY
Arista Networks, Inc. stock logo
ANET
Arista Networks
$0$298,165 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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