$106 Million is the total value of Arkfeld Wealth Strategies, L.L.C.'s 64 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PPL | New | PPL CORP | $1,583,000 | – | 56,111 | +100.0% | 1.50% | – |
| MCS | New | MARCUS CORP | $1,303,000 | – | 161,663 | +100.0% | 1.23% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $725,000 | – | 77,700 | +100.0% | 0.68% | – |
| AE | New | ADAMS RES & ENERGY INC | $361,000 | – | 18,062 | +100.0% | 0.34% | – |
| RGA | New | REINSURANCE GROUP AMER INC | $322,000 | – | 3,250 | +100.0% | 0.30% | – |
| LOW | New | LOWES COS INC | $230,000 | – | 1,382 | +100.0% | 0.22% | – |
| SNAP | New | SNAP INCcl a | $226,000 | – | 8,485 | +100.0% | 0.21% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $140,000 | – | 23,563 | +100.0% | 0.13% | – |
| DK | New | DELEK US HLDGS INC NEW | $134,000 | – | 11,750 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-13
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.