$89.6 Million is the total value of Arkfeld Wealth Strategies, L.L.C.'s 58 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MPC | New | MARATHON PETE CORP | $3,104,000 | – | 83,041 | +100.0% | 3.46% | – |
| USB | New | US BANCORP DEL | $2,399,000 | – | 65,150 | +100.0% | 2.68% | – |
| JPM | New | JPMORGAN CHASE & CO | $241,000 | – | 2,567 | +100.0% | 0.27% | – |
| DIS | New | DISNEY WALT CO | $230,000 | – | 2,067 | +100.0% | 0.26% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $228,000 | – | 1,888 | +100.0% | 0.25% | – |
| V | New | VISA INC | $221,000 | – | 1,142 | +100.0% | 0.25% | – |
| PBF | New | PBF ENERGY INCcl a | $136,000 | – | 13,250 | +100.0% | 0.15% | – |
| CRON | New | CRONOS GROUP INC | $102,000 | – | 16,937 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 14.8% |
| APPLE INC | 16 | Q3 2023 | 8.6% |
| AMAZON COM INC | 16 | Q3 2023 | 8.7% |
| HOLLY ENERGY PARTNERS L P | 16 | Q3 2023 | 6.8% |
| AT&T INC | 16 | Q3 2023 | 6.7% |
| ISHARES TR | 16 | Q3 2023 | 6.9% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.0% |
| CISCO SYS INC | 16 | Q3 2023 | 3.1% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 14.3% |
| KINDER MORGAN INC DEL | 16 | Q3 2023 | 2.6% |
View Arkfeld Wealth Strategies, L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-19 |
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.