$166 Million is the total value of Arkfeld Wealth Strategies, L.L.C.'s 74 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DK | Exit | DELEK US HLDGS INC NEW | $0 | – | -29,038 | -100.0% | -0.34% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -39,943 | -100.0% | -1.50% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -59,545 | -100.0% | -2.68% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -69,330 | -100.0% | -5.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.