Arkfeld Wealth Strategies, L.L.C. Top Holdings and 13F Report (2024) About Arkfeld Wealth Strategies, L.L.C.Investment ActivityArkfeld Wealth Strategies, L.L.C. has $197.10 million in total holdings as of June 30, 2024.Arkfeld Wealth Strategies, L.L.C. owns shares of 93 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 5.64% of the portfolio was purchased this quarter.About 0.95% 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 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $27,373,178Amazon.com $19,835,649Apple $15,071,650HF Sinclair $10,911,220Microsoft $8,865,010 Largest New Holdings this Quarter Devon Energy $1,668,537 HoldingSuzano $1,096,563 HoldingStarbucks $212,432 HoldingGrab $98,033 HoldingTelefônica Brasil $84,600 Holding Largest Purchases this Quarter NVIDIA 20,692 shares (about $2.65M)Devon Energy 35,867 shares (about $1.67M)Berkshire Hathaway 3,142 shares (about $1.29M)Suzano 112,123 shares (about $1.10M)Ramaco Resources 54,233 shares (about $793.97K) Largest Sales this Quarter iShares Short Treasury Bond ETF 2,593 shares (about $285.67K)BlackRock Short Duration Bond ETF 3,762 shares (about $189.25K)Schwab Short-Term U.S. Treasury ETF 3,919 shares (about $188.51K)SCHWAB CHARLES FAMILY FD 88,171 shares (about $88.17K)SOLVENTUM CORP 1,220 shares (about $60.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArkfeld Wealth Strategies, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$27,373,178$1,285,329 ▲4.9%66,91413.9%FinanceAMZNAmazon.com$19,835,649$106,420 ▲0.5%99,53210.1%Retail/WholesaleAAPLApple$15,071,650$5,012 ▼0.0%66,1567.6%Computer and TechnologyDINOHF Sinclair$10,911,220$152,420 ▲1.4%218,2685.5%Oils/EnergyMSFTMicrosoft$8,865,010$440,593 ▲5.2%19,0144.5%Computer and TechnologySHViShares Short Treasury Bond ETF$8,369,485$285,670 ▼-3.3%75,9694.2%ETFCASYCasey's General Stores$7,981,959$58,077 ▲0.7%21,7154.0%Retail/WholesaleGOOGLAlphabet$7,123,828$217,953 ▲3.2%37,6863.6%Computer and TechnologyGOOGAlphabet$4,934,515$165,906 ▲3.5%25,9062.5%Computer and TechnologyWPCW. P. Carey$4,619,531$104,807 ▲2.3%83,6572.3%FinanceKMIKinder Morgan$4,234,839$39,581 ▲0.9%212,6992.1%Oils/EnergyMMM3M$3,698,573$43,777 ▲1.2%36,5831.9%Multi-Sector ConglomeratesCSCOCisco Systems$3,663,275$14,969 ▲0.4%79,5331.9%Computer and TechnologyGLDSPDR Gold Shares$3,558,474$3,709 ▲0.1%16,3091.8%FinanceNVDANVIDIA$2,977,086$2,652,737 ▲817.9%23,2221.5%Computer and TechnologyTOSTToast$2,832,910$21,929 ▼-0.8%111,4881.4%Computer and TechnologyMETCRamaco Resources$2,748,441$793,971 ▲40.6%187,7351.4%Oils/EnergyNEARBlackRock Short Duration Bond ETF$2,721,946$189,247 ▼-6.5%54,1091.4%ETFKHCKraft Heinz$2,645,965$57,170 ▲2.2%82,4291.3%Consumer StaplesPYPLPayPal$2,549,084$301,891 ▲13.4%43,1391.3%Computer and TechnologyPPLPPL$2,134,039$10,220 ▲0.5%77,8851.1%UtilitiesCRWDCrowdStrike$1,736,3150.0%4,4440.9%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,730,690$6,955 ▲0.4%18,9130.9%ETFBWXTBWX Technologies$1,672,254$539,554 ▲47.6%17,5050.8%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,669,185$35,898 ▼-2.1%15,9490.8%ETFDVNDevon Energy$1,668,537$1,668,537 ▲New Holding35,8670.8%Oils/EnergyCOSTCostco Wholesale$1,649,092$881 ▼-0.1%1,8720.8%Retail/WholesaleTGTTarget$1,590,245$12,938 ▲0.8%10,6930.8%Retail/WholesaleOKEONEOK$1,459,870$3,526 ▲0.2%17,8030.7%EnergyWMTWalmart$1,430,826$61,249 ▲4.5%20,5340.7%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$1,322,495$12,052 ▲0.9%15,9110.7%ETFSCHWAB CHARLES FAMILY FD$1,299,117$88,171 ▼-6.4%1,299,1170.7%AMT TAX FREE MNYMPCMarathon Petroleum$1,155,361$167 ▼0.0%6,8990.6%Oils/EnergyNUENucor$1,098,193$1,220 ▲0.1%7,2030.6%Basic MaterialsSUZSuzano$1,096,563$1,096,563 ▲New Holding112,1230.6%Basic MaterialsIBMInternational Business Machines$1,081,411$15,276 ▲1.4%6,0880.5%Computer and TechnologyNEENextEra Energy$1,070,954$122,152 ▲12.9%14,8520.5%UtilitiesBACBank of America$1,026,066$1,706 ▼-0.2%25,2600.5%FinanceVOOVanguard S&P 500 ETF$1,018,757$37,770 ▲3.9%1,9960.5%ETFXLUUtilities Select Sector SPDR Fund$979,553$3,705 ▲0.4%14,2750.5%ETFKOFCoca-Cola FEMSA$897,402$19,392 ▼-2.1%10,7360.5%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$842,429$188,505 ▼-18.3%17,5140.4%ETFDGDollar General$828,891$29,408 ▲3.7%6,3700.4%Retail/WholesaleSFMSprouts Farmers Market$821,521$3,302 ▼-0.4%9,9530.4%Retail/WholesaleJPMJPMorgan Chase & Co.$752,797$3,488 ▲0.5%3,6690.4%FinanceSNOWSnowflake$744,517$566 ▼-0.1%5,2590.4%Computer and TechnologySHOPShopify$722,760$369,360 ▲104.5%10,7330.4%Computer and TechnologyGTLBGitLab$663,931$3,975 ▲0.6%12,5270.3%Computer and TechnologyNUNU$661,8380.0%51,5450.3%Business ServicesPSXPhillips 66$646,609$4,894 ▲0.8%4,7560.3%Oils/EnergyQCOMQUALCOMM$644,767$1,248 ▲0.2%3,1010.3%Computer and TechnologyPGProcter & Gamble$623,697$30,311 ▲5.1%3,7450.3%Consumer StaplesTSLATesla$608,827$759 ▲0.1%2,4070.3%Auto/Tires/TrucksLLYEli Lilly and Company$585,239$917 ▲0.2%6380.3%MedicalSMCISuper Micro Computer$510,825$7,195 ▲1.4%5680.3%Computer and TechnologyVZVerizon Communications$476,417$6,686 ▼-1.4%11,4720.2%Computer and TechnologySHELShell$440,187$2,691 ▲0.6%6,0530.2%Oils/EnergyUNPUnion Pacific$440,148$10,724 ▲2.5%1,9700.2%TransportationPEPPepsiCo$439,226$162 ▲0.0%2,7090.2%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$431,061$1,633 ▲0.4%5,2800.2%ManufacturingTAT&T$429,575$2,765 ▼-0.6%22,8380.2%Computer and TechnologyPAAPlains All American Pipeline$420,343$2,224 ▲0.5%22,6840.2%Oils/EnergyUSMViShares MSCI USA Min Vol Factor ETF$405,916$1,347 ▲0.3%4,8220.2%ETFMAPLEBEAR INC$401,748$4,537 ▲1.1%11,7780.2%COMJNJJohnson & Johnson$391,251$5,238 ▲1.4%2,6890.2%MedicalSOLVENTUM CORP$388,681$60,561 ▼-13.5%7,8300.2%COM SHSSGOViShares 0-3 Month Treasury Bond ETF$381,641$4,920 ▲1.3%3,8010.2%ETFCVXChevron$369,811$1,698 ▲0.5%2,3960.2%Oils/EnergyHPSJohn Hancock Preferred Income Fund III$363,093$4,463 ▲1.2%22,7790.2%Financial ServicesRGAReinsurance Group of America$361,3200.0%1,7560.2%FinanceXOMExxon Mobil$360,436$2,019 ▲0.6%3,2130.2%Oils/EnergyMCDMcDonald's$342,7710.0%1,3830.2%Retail/WholesaleVYMVanguard High Dividend Yield ETF$341,212$58,809 ▲20.8%2,8720.2%ETFEPDEnterprise Products Partners$340,531$320 ▲0.1%11,6900.2%Oils/EnergyMRKMerck & Co., Inc.$339,523$252 ▲0.1%2,6990.2%MedicalVVisa$331,768$10,126 ▲3.1%1,2450.2%Business ServicesDISWalt Disney$330,274$2,921 ▼-0.9%3,3920.2%Consumer DiscretionaryORCLOracle$316,2160.0%2,1800.2%Computer and TechnologyKOCoca-Cola$312,712$14,858 ▲5.0%4,9670.2%Consumer StaplesLOWLowe's Companies$310,028$1,086 ▲0.4%1,4280.2%Retail/WholesaleCAHCardinal Health$291,993$872 ▲0.3%3,0140.1%MedicalANETArista Networks$279,4160.0%7530.1%Computer and TechnologyTHEMES ETF TR$272,136$9,416 ▲3.6%9,3930.1%GENERATIVE ARTIFGISGeneral Mills$265,752$5,688 ▲2.2%4,2520.1%Consumer StaplesDUKDuke Energy$229,356$1,711 ▲0.8%2,2790.1%UtilitiesMOAltria Group$222,997$1,104 ▲0.5%4,8460.1%Consumer StaplesBPBP$214,344$2,522 ▲1.2%5,8640.1%Oils/EnergySBUXStarbucks$212,432$212,432 ▲New Holding2,8490.1%Retail/WholesalePGRProgressive$210,0070.0%1,0010.1%FinanceGRABGrab$98,033$98,033 ▲New Holding27,6150.0%Business ServicesVIVTelefônica Brasil$84,600$84,600 ▲New Holding10,0000.0%UtilitiesNOKNokia Oyj$67,375$67,375 ▲New Holding17,3200.0%Computer and TechnologyAMRNAmarin$28,105$28,105 ▲New Holding38,0000.0%MedicalWBAWalgreens Boots Alliance$0$387,878 ▼-100.0%00.0%Retail/WholesalePFFiShares Preferred and Income Securities ETF$0$232,200 ▼-100.0%00.0%ETFMNSTMonster Beverage$0$225,982 ▼-100.0%00.0%Consumer StaplesSNAPSnap$0$112,880 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.