$130 Million is the total value of Arkfeld Wealth Strategies, L.L.C.'s 69 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,150,000 | +10.3% | 9 | 0.0% | 2.43% | -10.1% | |
| PPL | PPL CORP | $1,558,000 | -1.6% | 56,111 | 0.0% | 1.20% | -19.8% | |
| JNJ | JOHNSON & JOHNSON | $564,000 | +8.9% | 3,540 | 0.0% | 0.43% | -11.4% | |
| DIV | GLOBAL X FDSglobx supdv us | $549,000 | +12.7% | 31,711 | 0.0% | 0.42% | -8.0% | |
| SUB | ISHARES TRshrt nat mun etf | $432,000 | 0.0% | 4,000 | 0.0% | 0.33% | -18.4% | |
| SHY | ISHARES TR1 3 yr treas bd | $380,000 | 0.0% | 4,400 | 0.0% | 0.29% | -18.4% | |
| PEP | PEPSICO INC | $359,000 | +2.9% | 2,525 | 0.0% | 0.28% | -16.1% | |
| MCD | MCDONALDS CORP | $295,000 | -3.6% | 1,375 | 0.0% | 0.23% | -21.5% | |
| PG | PROCTER AND GAMBLE CO | $269,000 | -0.4% | 1,952 | 0.0% | 0.21% | -18.8% | |
| V | VISA INC | $243,000 | +5.7% | 1,142 | 0.0% | 0.19% | -13.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
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.