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CIK: 0001789382
Total reported value
$334.5M
$334.5M
93 檔
26.4%
In Q4 2024, Arkfeld Wealth Strategies, L.L.C.'s U.S. equity holdings reached a combined market value of $334.5M, distributed across 93 disclosed stock positions.
In Q4 2024, Arkfeld Wealth Strategies, L.L.C. displayed an active expansion posture, initiating 6 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 14.00% | +0.97% | +1.16% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.02% | -0.87% | +0.56% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.01% | +0.51% | -0.06% | |
| 4 | CHRD | Chord Energy CORP | Stock-Energy | 5.33% | -0.75% | +3.54% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.19% | -0.44% | — | |
| 6 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 3.85% | +0.13% | -0.12% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | -0.28% | +0.48% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.77% | -0.02% | -0.08% | |
| 9 | DINO | Hf Sinclair CORP | Stock-Energy | 3.68% | +0.37% | -0.22% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.37% | -0.07% | +0.70% | |
| 11 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.77% | -0.12% | +0.42% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | — | +1.31% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.95% | +0.42% | -7.11% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.82% | -0.36% | -1.09% | |
| 15 | TOST | Toast Inc-class A | Stock-Tech | 1.75% | +1.34% | -0.76% | |
| 16 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.65% | -0.23% | -0.02% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | -0.13% | +1.26% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.23% | — | -0.05% | |
| 19 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.14% | +0.22% | +7.46% | |
| 20 | PPL | Ppl CORP | Stock-Utilities | 1.14% | -0.13% | +0.40% | |
| 21 | METC | Ramaco Resources Inc-a | Stock-Other | 1.03% | — | +0.76% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.02% | -0.01% | +29.03% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.25% | +14.01% | |
| 24 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.99% | -0.37% | +5.65% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 0.85% | -0.01% | +0.19% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.05% | +0.05% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.72% | -0.02% | -7.08% | |
| 28 | TGT | Target CORP | Stock-Consumer Disc | 0.70% | -0.01% | +2.40% | |
| 29 | DVN | Devon Energy CORP | Stock-Energy | 0.68% | -0.19% | -3.73% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.02% | +3.10% | |
| 31 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.63% | +0.18% | — | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.07% | +0.36% | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.56% | -0.06% | +12.36% | |
| 34 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -1.18% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.05% | +7.74% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.01% | -0.18% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.02% | +2.11% | |
| 38 | SUZ | Suzano SA - Spon Adr | Stock-Other | 0.49% | -0.02% | +0.17% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.49% | -0.03% | +0.39% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.47% | +0.05% | +0.26% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.04% | +1.51% | |
| 42 | NUE | Nucor CORP | Stock-Materials | 0.44% | +0.06% | +7.06% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.02% | +0.43% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.39% | -0.01% | +101.48% | |
| 45 | CART | Maplebear Inc | Stock-Consumer Disc | 0.38% | +0.02% | +70.15% | |
| 46 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 0.37% | -0.02% | — | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.32% | +0.13% | -1.86% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | — | +0.29% | |
| 49 | NU | Nu Holdings Ltd. | Stock-Financials | 0.27% | -0.02% | +1.95% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.26% | — | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | +4.2% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +1.1% | +0.56% | Add |
| 3 | RSPG | Invesco S&p 500 Equal Weight | +0.5% | NEW | New buy |
| 4 | KMI | Kinder Morgan, Inc. | +0.4% | +0.42% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.70% | Add |
| 6 | TOST | Toast Inc-class A | +0.2% | -0.76% | Trim |
| 7 | TSLA | Tesla Inc | +0.2% | +7.74% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +1.31% | Add |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +29.03% | Add |
| 10 | WMT | Walmart Inc | +0.2% | +14.01% | Add |
| 11 | CART | Maplebear Inc | +0.2% | +70.15% | Add |
| 12 | RDDT | Reddit Inc-cl A | +0.2% | NEW | New buy |
| 13 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 14 | SHOP | Shopify Inc - Class A | +0.1% | +12.36% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 16 | GRMN | Garmin Ltd. | +0.1% | NEW | New buy |
| 17 | SFM | Sprouts Farmers Market Inc | +0.1% | — | Unchanged |
| 18 | SNOW | Snowflake Inc | +0.1% | -1.86% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | 0% | +0.43% | Add |
| 20 | NVDA | Nvidia CORP | 0% | +1.26% | Add |
| 21 | OKE | Oneok Inc | 0% | +0.19% | Add |
| 22 | BAC | Bank Of America CORP | 0% | -0.18% | Trim |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +3.10% | Add |
| 24 | CASY | Casey's General Stores Inc | 0% | -0.12% | Trim |
| 25 | PYPL | Paypal Holdings Inc | 0% | -0.02% | Trim |
| 26 | COST | Costco Wholesale CORP | — | +0.05% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | -7.11% | Trim |
| 28 | HPS | John Hancock Prefer Inc Iii | 0% | +1.26% | Add |
| 29 | VZ | Verizon Communications Inc | -0.1% | +1.32% | Add |
| 30 | PSX | Phillips 66 | -0.1% | +0.08% | Add |
| 31 | LLY | Eli Lilly & Co | -0.1% | -9.40% | Trim |
| 32 | NU | Nu Holdings Ltd. | -0.1% | +1.95% | Add |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +0.39% | Add |
| 34 | NUE | Nucor CORP | -0.1% | +7.06% | Add |
| 35 | KOF | Coca-cola Femsa Sab-sp Adr | -0.1% | — | Unchanged |
| 36 | TGT | Target CORP | -0.1% | +2.40% | Add |
| 37 | SUB | Ishares Short-term National | -0.1% | -7.08% | Trim |
| 38 | MPC | Marathon Petroleum CORP | -0.1% | +0.26% | Add |
| 39 | AAPL | Apple Inc | -0.1% | -0.06% | Trim |
| 40 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 41 | NEE | Nextera Energy Inc | -0.1% | +1.51% | Add |
| 42 | DVN | Devon Energy CORP | -0.2% | -3.73% | Trim |
| 43 | MSFT | Microsoft CORP | -0.2% | +0.48% | Add |
| 44 | KHC | Kraft Heinz Co/the | -0.2% | +7.46% | Add |
| 45 | METC | Ramaco Resources Inc-a | -0.3% | +0.76% | Add |
| 46 | CHRD | Chord Energy CORP | -0.6% | +3.54% | Add |
| 47 | SCTXX | Schwab Amt Tax Fr Mny-ultra | -0.9% | EXIT | Sold out |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +1.16% | Add |
| 49 | DINO | Hf Sinclair CORP | -1.3% | -0.22% | Trim |
| 50 | MMM | 3m Co | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Arkfeld Wealth Strategies, L.L.C. reported a total U.S. public equity portfolio value of $334.5M across 93 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AMZN, AAPL) accounted for 26.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
TJX
市值: $9.1M
Top Position Liquidated / Trimmed
MMM
前期市值: $3.0M
During Q4 2024, Arkfeld Wealth Strategies, L.L.C.'s top holdings by market value included BRK-B (14.0%)、AMZN (10.0%)、AAPL (7.0%). The largest single position, BRK-B, represented 14.0% of total portfolio value.
In Q4 2024, Arkfeld Wealth Strategies, L.L.C. made 48 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 11 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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