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)
SPDR Bloomberg 1-3 Month T-Bill ETF: 1,083 shares (about $99.11K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$36,061,298	$246,106 ▲	0.7%	69,161	15.6%	Finance
AMZN Amazon.com	$25,057,143	$5,967,652 ▲	31.3%	131,121	10.9%	Retail/Wholesale
AAPL Apple	$13,191,923	$247,966 ▲	1.9%	66,341	5.7%	Computer and Technology
CHRD Chord Energy	$10,072,015	$1,312,861 ▲	15.0%	106,032	4.4%	Energy
TJX TJX Companies	$9,777,539	$177,856 ▲	1.9%	77,569	4.2%	Retail/Wholesale
CASY Casey's General Stores	$9,343,850	$58,484 ▼	-0.6%	21,249	4.0%	Retail/Wholesale
SHV iShares Short Treasury Bond ETF	$7,919,321	$278,256 ▼	-3.4%	71,863	3.4%	ETF
MSFT Microsoft	$7,823,526	$48,421 ▲	0.6%	20,035	3.4%	Computer and Technology
DINO HF Sinclair	$6,628,279	$402,485 ▲	6.5%	231,677	2.9%	Energy
GOOGL Alphabet	$6,521,283	$417,569 ▲	6.8%	41,089	2.8%	Computer and Technology
BRK.A Berkshire Hathaway	$6,227,368	$6,227,368 ▲	New Holding	8	2.7%	Finance
KMI Kinder Morgan	$5,555,004	$6,458 ▲	0.1%	211,619	2.4%	Energy
GLD SPDR Gold Shares	$4,594,492	$5,422 ▼	-0.1%	16,100	2.0%	Finance
GOOG Alphabet	$4,270,956	$483 ▲	0.0%	26,518	1.9%	Computer and Technology
CSCO Cisco Systems	$4,171,456	$28,019 ▼	-0.7%	71,761	1.8%	Computer and Technology
UPS United Parcel Service	$4,084,320	$4,084,320 ▲	New Holding	40,983	1.8%	Transportation
TOST Toast	$3,711,115	$17,052 ▼	-0.5%	107,944	1.6%	Computer and Technology
WMT Walmart	$3,128,853	$996,986 ▲	46.8%	34,920	1.4%	Retail/Wholesale
PYPL PayPal	$2,980,710	$251,196 ▲	9.2%	46,610	1.3%	Business Services
KHC Kraft Heinz	$2,745,305	$232,568 ▲	9.3%	94,340	1.2%	Consumer Staples
PPL PPL	$2,658,745	$15,850 ▼	-0.6%	77,832	1.2%	Utilities
NEAR iShares Short Duration Bond Active ETF	$2,596,263	$82,360 ▼	-3.1%	51,320	1.1%	ETF
NVDA NVIDIA	$2,552,196	$34,413 ▼	-1.3%	22,323	1.1%	Computer and Technology
BWXT BWX Technologies	$2,426,552	$476,797 ▲	24.5%	23,314	1.1%	Aerospace
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,115,104	$99,107 ▼	-4.5%	23,113	0.9%	ETF
COST Costco Wholesale	$1,838,171	$5,793 ▲	0.3%	1,904	0.8%	Retail/Wholesale
METC Ramaco Resources	$1,802,847	$38,245 ▼	-2.1%	227,920	0.8%	Energy
DVN Devon Energy	$1,658,754	$403,503 ▲	32.1%	53,388	0.7%	Energy
OKE ONEOK	$1,520,464	$3,225 ▲	0.2%	17,917	0.7%	Energy
SFM Sprouts Farmers Market	$1,497,878	$30,732 ▼	-2.0%	9,748	0.6%	Retail/Wholesale
TGT Target	$1,472,364	$398,374 ▲	37.1%	15,072	0.6%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$1,404,690	$388,361 ▲	38.2%	2,814	0.6%	ETF
SHOP Shopify	$1,390,468	$288,550 ▲	26.2%	15,213	0.6%	Computer and Technology
IBM International Business Machines	$1,371,515	$6,823 ▼	-0.5%	5,829	0.6%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,297,632	$41,436 ▼	-3.1%	16,222	0.6%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,287,743	$275,540 ▼	-17.6%	12,268	0.6%	ETF
XLU Utilities Select Sector SPDR Fund	$1,050,716	$40,339 ▼	-3.7%	13,831	0.5%	ETF
NEE NextEra Energy	$1,021,328	$1,216 ▲	0.1%	15,113	0.4%	Utilities
KOF Coca Cola Femsa	$994,624	$10,163 ▼	-1.0%	10,472	0.4%	Consumer Staples
RSPG Invesco S&P 500 Equal Weight Energy ETF	$977,018	$49,685 ▼	-4.8%	13,647	0.4%	ETF
TSLA Tesla	$938,273	$154,065 ▲	19.6%	3,447	0.4%	Auto/Tires/Trucks
MPC Marathon Petroleum	$907,711	$2,234 ▼	-0.2%	6,907	0.4%	Energy
NUE Nucor	$893,109	$1,386 ▲	0.2%	7,733	0.4%	Basic Materials
BAC Bank of America	$877,343	$49,187 ▼	-5.3%	23,616	0.4%	Finance
JPM JPMorgan Chase & Co.	$873,090	$5,858 ▲	0.7%	3,726	0.4%	Finance
SCHO Schwab Short-Term U.S. Treasury ETF	$859,216	$1,044 ▼	-0.1%	35,388	0.4%	ETF
SUZ Suzano	$807,130	$139,902 ▼	-14.8%	90,283	0.3%	Basic Materials
MAPLEBEAR INC	$745,968	$18,358 ▲	2.5%	19,098	0.3%	COM
T AT&T	$642,573	$22,340 ▲	3.6%	24,276	0.3%	Computer and Technology
SNOW Snowflake	$635,737	$11,487 ▼	-1.8%	4,206	0.3%	Computer and Technology
PG Procter & Gamble	$617,041	$1,786 ▲	0.3%	3,801	0.3%	Consumer Staples
SYM Symbotic	$589,938	$589,938 ▲	New Holding	27,593	0.3%	Business Services
VZ Verizon Communications	$579,127	$61,074 ▲	11.8%	13,503	0.3%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$567,855	$130,843 ▲	29.9%	6,319	0.2%	ETF
NU NU	$500,573	$69,943 ▼	-12.3%	45,840	0.2%	Finance
PSX Phillips 66	$468,075	$30,112 ▼	-6.0%	4,539	0.2%	Energy
MCD McDonald's	$450,946	$30,691 ▲	7.3%	1,484	0.2%	Retail/Wholesale
QCOM QUALCOMM	$449,027	$1,292 ▲	0.3%	3,127	0.2%	Computer and Technology
UNP Union Pacific	$442,819	$894 ▲	0.2%	1,981	0.2%	Transportation
SHY iShares 1-3 Year Treasury Bond ETF	$441,153	$1,652 ▲	0.4%	5,341	0.2%	Manufacturing
LLY Eli Lilly and Company	$435,862		0.0%	578	0.2%	Medical
V Visa	$414,264		0.0%	1,246	0.2%	Business Services
VYM Vanguard High Dividend Yield ETF	$405,653	$5,029 ▲	1.3%	3,307	0.2%	ETF
CAH Cardinal Health	$396,843	$1,044 ▲	0.3%	3,042	0.2%	Medical
SGOV iShares 0-3 Month Treasury Bond ETF	$395,330	$4,018 ▲	1.0%	3,936	0.2%	ETF
SHEL Shell	$394,654	$2,556 ▲	0.7%	6,177	0.2%	Energy
PEP PepsiCo	$379,596	$23,006 ▼	-5.7%	2,607	0.2%	Consumer Staples
CVX Chevron	$369,956	$1,753 ▲	0.5%	2,533	0.2%	Energy
JNJ Johnson & Johnson	$360,965	$40,610 ▼	-10.1%	2,391	0.2%	Medical
KO CocaCola	$359,361	$2,099 ▲	0.6%	5,137	0.2%	Consumer Staples
EPD Enterprise Products Partners	$348,079	$327 ▲	0.1%	11,724	0.2%	Energy
XOM Exxon Mobil	$342,576	$1,375 ▲	0.4%	3,238	0.1%	Energy
HPS John Hancock Preferred Income Fund III	$337,553	$4,327 ▲	1.3%	23,638	0.1%	Financial Services
LOW Lowe's Companies	$335,869	$1,116 ▼	-0.3%	1,505	0.1%	Retail/Wholesale
RGA Reinsurance Group of America	$319,961	$182 ▲	0.1%	1,759	0.1%	Finance
DIS Walt Disney	$314,271	$914 ▲	0.3%	3,437	0.1%	Consumer Discretionary
ORCL Oracle	$304,676		0.0%	2,181	0.1%	Computer and Technology
PAA Plains All American Pipeline	$274,011	$119,571 ▼	-30.4%	15,968	0.1%	Energy
DUK Duke Energy	$270,342	$1,629 ▲	0.6%	2,324	0.1%	Utilities
TTE TotalEnergies	$267,594	$267,594 ▲	New Holding	4,712	0.1%	Energy
MO Altria Group	$260,461	$507 ▲	0.2%	4,621	0.1%	Consumer Staples
REDDIT INC	$258,304	$7,095 ▲	2.8%	2,330	0.1%	CL A
PGR Progressive	$256,395	$8,105 ▼	-3.1%	949	0.1%	Finance
DG Dollar General	$248,630	$602 ▲	0.2%	2,890	0.1%	Retail/Wholesale
SBUX Starbucks	$235,227	$6,561 ▼	-2.7%	2,653	0.1%	Retail/Wholesale
GIS General Mills	$231,312	$6,329 ▼	-2.7%	3,984	0.1%	Consumer Staples
THEMES ETF TR	$229,641	$10,177 ▼	-4.2%	7,785	0.1%	GENERATIVE ARTIF
ARISTA NETWORKS INC	$228,912		0.0%	3,012	0.1%	COM SHS
K Kellanova	$225,434	$1,151 ▲	0.5%	2,741	0.1%	Consumer Discretionary
MRK Merck & Co., Inc.	$221,968	$328 ▲	0.1%	2,710	0.1%	Medical
GRMN Garmin	$221,813	$29,100 ▲	15.1%	1,151	0.1%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$204,566	$406 ▲	0.2%	504	0.1%	Finance
NFLX Netflix	$203,027	$203,027 ▲	New Holding	215	0.1%	Consumer Discretionary
PFF iShares Preferred and Income Securities ETF	$200,716	$200,716 ▲	New Holding	6,726	0.1%	ETF
ET Energy Transfer	$181,386	$4,167 ▼	-2.2%	10,881	0.1%	Energy
NOK Nokia	$105,108		0.0%	21,320	0.0%	Computer and Technology
GRAB Grab	$86,542	$21,300 ▼	-19.8%	20,315	0.0%	Computer and Technology
AMRN Amarin	$26,581		0.0%	58,000	0.0%	Medical
TSM Taiwan Semiconductor Manufacturing	$0	$211,227 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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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

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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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

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

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

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools