$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,857,000 | +18.7% | 9 | 0.0% | 2.70% | +0.6% | |
| COST | COSTCO WHSL CORP NEW | $903,000 | +17.1% | 2,543 | 0.0% | 0.85% | -0.8% | |
| HPQ | HP INC | $703,000 | +9.5% | 36,805 | 0.0% | 0.66% | -7.3% | |
| BIL | SPDR SER TRspdr bloomberg | $635,000 | 0.0% | 6,942 | 0.0% | 0.60% | -15.4% | |
| MMM | 3M CO | $623,000 | +2.8% | 3,887 | 0.0% | 0.59% | -12.9% | |
| GOOG | ALPHABET INCcap stk cl c | $595,000 | +3.1% | 408 | 0.0% | 0.56% | -12.7% | |
| QCOM | QUALCOMM INC | $542,000 | +26.6% | 4,690 | 0.0% | 0.51% | +7.1% | |
| JNJ | JOHNSON & JOHNSON | $518,000 | +4.0% | 3,540 | 0.0% | 0.49% | -11.9% | |
| SHY | ISHARES TR1 3 yr treas bd | $380,000 | -0.3% | 4,400 | 0.0% | 0.36% | -15.5% | |
| HPS | HANCOCK JOHN PFD INCOME FD I | $345,000 | +2.4% | 21,500 | 0.0% | 0.33% | -13.3% | |
| MCD | MCDONALDS CORP | $306,000 | +20.5% | 1,375 | 0.0% | 0.29% | +2.1% | |
| PG | PROCTER AND GAMBLE CO | $270,000 | +15.9% | 1,952 | 0.0% | 0.26% | -1.9% | |
| V | VISA INC | $230,000 | +4.1% | 1,142 | 0.0% | 0.22% | -12.1% |
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.