$87.7 Million is the total value of Arkfeld Wealth Strategies, L.L.C.'s 50 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 14.8% |
| APPLE INC | 19 | Q2 2024 | 8.6% |
| AMAZON COM INC | 19 | Q2 2024 | 10.1% |
| AT&T INC | 19 | Q2 2024 | 6.7% |
| MICROSOFT CORP | 19 | Q2 2024 | 4.5% |
| CISCO SYS INC | 19 | Q2 2024 | 3.1% |
| KINDER MORGAN INC DEL | 19 | Q2 2024 | 2.6% |
| ISHARES US ETF TR | 19 | Q2 2024 | 2.8% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 14.3% |
| TARGET CORP | 19 | Q2 2024 | 3.2% |
View Arkfeld Wealth Strategies, L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-25 |
View Arkfeld Wealth Strategies, L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.