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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 $230.74 million in total holdings as of March 31, 2025.
  • Arkfeld Wealth Strategies, L.L.C. owns shares of 98 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 10.55% of the portfolio was purchased this quarter.
  • About 0.81% of the portfolio was sold this quarter.
  • This quarter, Arkfeld Wealth Strategies, L.L.C. has purchased 93 new stocks and bought additional shares in 52 stocks.
  • Arkfeld Wealth Strategies, L.L.C. sold shares of 34 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway
$36,061,298
Amazon.com
$25,057,143
Apple
$13,191,923
Chord Energy
$10,072,015
TJX Companies
$9,777,539

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway
$6,227,368 Holding
911312106 - United Parcel Service
$4,084,320 Holding
87151X101 - Symbotic
$589,938 Holding
89151E109 - TotalEnergies
$267,594 Holding
64110L106 - Netflix
$203,027 Holding

Largest Purchases this Quarter

Berkshire Hathaway
8 shares (about $6.23M)
Amazon.com
31,228 shares (about $5.97M)
United Parcel Service
40,983 shares (about $4.08M)
Chord Energy
13,821 shares (about $1.31M)
Walmart
11,127 shares (about $996.99K)

Largest Sales this Quarter

iShares Short Treasury Bond ETF
2,525 shares (about $278.26K)
iShares Short-Term National Muni Bond ETF
2,625 shares (about $275.54K)
Suzano
15,649 shares (about $139.90K)
Plains All American Pipeline
6,968 shares (about $119.57K)

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
$36,061,298$246,106 0.7%69,16115.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$25,057,143$5,967,652 31.3%131,12110.9%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$13,191,923$247,966 1.9%66,3415.7%Computer and Technology
Chord Energy Co. stock logo
CHRD
Chord Energy
$10,072,015$1,312,861 15.0%106,0324.4%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$9,777,539$177,856 1.9%77,5694.2%Retail/Wholesale
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$9,343,850$58,484 -0.6%21,2494.0%Retail/Wholesale
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$7,919,321$278,256 -3.4%71,8633.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$7,823,526$48,421 0.6%20,0353.4%Computer and Technology
HF Sinclair Co. stock logo
DINO
HF Sinclair
$6,628,279$402,485 6.5%231,6772.9%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,521,283$417,569 6.8%41,0892.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$6,227,368$6,227,368 New Holding82.7%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$5,555,004$6,458 0.1%211,6192.4%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,594,492$5,422 -0.1%16,1002.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$4,270,956$483 0.0%26,5181.9%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,171,456$28,019 -0.7%71,7611.8%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$4,084,320$4,084,320 New Holding40,9831.8%Transportation
Toast, Inc. stock logo
TOST
Toast
$3,711,115$17,052 -0.5%107,9441.6%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$3,128,853$996,986 46.8%34,9201.4%Retail/Wholesale
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$2,980,710$251,196 9.2%46,6101.3%Computer and Technology
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$2,745,305$232,568 9.3%94,3401.2%Consumer Staples
PPL Co. stock logo
PPL
PPL
$2,658,745$15,850 -0.6%77,8321.2%Utilities
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$2,596,263$82,360 -3.1%51,3201.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,552,196$34,413 -1.3%22,3231.1%Computer and Technology
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$2,426,552$476,797 24.5%23,3141.1%Computer and Technology
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$2,115,104$99,107 -4.5%23,1130.9%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,838,171$5,793 0.3%1,9040.8%Retail/Wholesale
Ramaco Resources, Inc. stock logo
METC
Ramaco Resources
$1,802,847$38,245 -2.1%227,9200.8%Energy
Devon Energy Co. stock logo
DVN
Devon Energy
$1,658,754$403,503 32.1%53,3880.7%Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$1,520,464$3,225 0.2%17,9170.7%Energy
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$1,497,878$30,732 -2.0%9,7480.6%Retail/Wholesale
Target Co. stock logo
TGT
Target
$1,472,364$398,374 37.1%15,0720.6%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,404,690$388,361 38.2%2,8140.6%ETF
Shopify Inc. stock logo
SHOP
Shopify
$1,390,468$288,550 26.2%15,2130.6%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$1,371,515$6,823 -0.5%5,8290.6%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,297,632$41,436 -3.1%16,2220.6%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,287,743$275,540 -17.6%12,2680.6%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,050,716$40,339 -3.7%13,8310.5%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,021,328$1,216 0.1%15,1130.4%Utilities
Coca-Cola FEMSA, S.A.B. de C.V. stock logo
KOF
Coca-Cola FEMSA
$994,624$10,163 -1.0%10,4720.4%Consumer Staples
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$977,018$49,685 -4.8%13,6470.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$938,273$154,065 19.6%3,4470.4%Auto/Tires/Trucks
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$907,711$2,234 -0.2%6,9070.4%Energy
Nucor Co. stock logo
NUE
Nucor
$893,109$1,386 0.2%7,7330.4%Basic Materials
Bank of America Co. stock logo
BAC
Bank of America
$877,343$49,187 -5.3%23,6160.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$873,090$5,858 0.7%3,7260.4%Finance
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$859,216$1,044 -0.1%35,3880.4%ETF
Suzano S.A. stock logo
SUZ
Suzano
$807,130$139,902 -14.8%90,2830.3%Basic Materials
MAPLEBEAR INC
$745,968$18,358 2.5%19,0980.3%COM
AT&T Inc. stock logo
T
AT&T
$642,573$22,340 3.6%24,2760.3%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$635,737$11,487 -1.8%4,2060.3%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$617,041$1,786 0.3%3,8010.3%Consumer Staples
Symbotic Inc. stock logo
SYM
Symbotic
$589,938$589,938 New Holding27,5930.3%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$579,127$61,074 11.8%13,5030.3%Computer and Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$567,855$130,843 29.9%6,3190.2%ETF
Nu Holdings Ltd. stock logo
NU
NU
$500,573$69,943 -12.3%45,8400.2%Finance
Phillips 66 stock logo
PSX
Phillips 66
$468,075$30,112 -6.0%4,5390.2%Energy
McDonald's Co. stock logo
MCD
McDonald's
$450,946$30,691 7.3%1,4840.2%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$449,027$1,292 0.3%3,1270.2%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$442,819$894 0.2%1,9810.2%Transportation
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$441,153$1,652 0.4%5,3410.2%Manufacturing
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$435,8620.0%5780.2%Medical
Visa Inc. stock logo
V
Visa
$414,2640.0%1,2460.2%Business Services
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$405,653$5,029 1.3%3,3070.2%ETF
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$396,843$1,044 0.3%3,0420.2%Medical
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$395,330$4,018 1.0%3,9360.2%ETF
Shell plc stock logo
SHEL
Shell
$394,654$2,556 0.7%6,1770.2%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$379,596$23,006 -5.7%2,6070.2%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$369,956$1,753 0.5%2,5330.2%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$360,965$40,610 -10.1%2,3910.2%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$359,361$2,099 0.6%5,1370.2%Consumer Staples
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$348,079$327 0.1%11,7240.2%Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$342,576$1,375 0.4%3,2380.1%Energy
John Hancock Preferred Income Fund III stock logo
HPS
John Hancock Preferred Income Fund III
$337,553$4,327 1.3%23,6380.1%Financial Services
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$335,869$1,116 -0.3%1,5050.1%Retail/Wholesale
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$319,961$182 0.1%1,7590.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$314,271$914 0.3%3,4370.1%Consumer Discretionary
Oracle Co. stock logo
ORCL
Oracle
$304,6760.0%2,1810.1%Computer and Technology
Plains All American Pipeline, L.P. stock logo
PAA
Plains All American Pipeline
$274,011$119,571 -30.4%15,9680.1%Energy
Duke Energy Co. stock logo
DUK
Duke Energy
$270,342$1,629 0.6%2,3240.1%Utilities
TotalEnergies SE stock logo
TTE
TotalEnergies
$267,594$267,594 New Holding4,7120.1%Energy
Altria Group, Inc. stock logo
MO
Altria Group
$260,461$507 0.2%4,6210.1%Consumer Staples
REDDIT INC
$258,304$7,095 2.8%2,3300.1%CL A
The Progressive Co. stock logo
PGR
Progressive
$256,395$8,105 -3.1%9490.1%Finance
Dollar General Co. stock logo
DG
Dollar General
$248,630$602 0.2%2,8900.1%Retail/Wholesale
Starbucks Co. stock logo
SBUX
Starbucks
$235,227$6,561 -2.7%2,6530.1%Retail/Wholesale
General Mills, Inc. stock logo
GIS
General Mills
$231,312$6,329 -2.7%3,9840.1%Consumer Staples
THEMES ETF TR
$229,641$10,177 -4.2%7,7850.1%GENERATIVE ARTIF
ARISTA NETWORKS INC
$228,9120.0%3,0120.1%COM SHS
Kellanova stock logo
K
Kellanova
$225,434$1,151 0.5%2,7410.1%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$221,968$328 0.1%2,7100.1%Medical
Garmin Ltd. stock logo
GRMN
Garmin
$221,813$29,100 15.1%1,1510.1%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$204,566$406 0.2%5040.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$203,027$203,027 New Holding2150.1%Consumer Discretionary
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$200,716$200,716 New Holding6,7260.1%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$181,386$4,167 -2.2%10,8810.1%Energy
Nokia Oyj stock logo
NOK
Nokia Oyj
$105,1080.0%21,3200.0%Computer and Technology
Grab Holdings Limited stock logo
GRAB
Grab
$86,542$21,300 -19.8%20,3150.0%Computer and Technology
Amarin Co. plc stock logo
AMRN
Amarin
$26,5810.0%58,0000.0%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$211,227 -100.0%00.0%Computer and Technology

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