$155 Million is the total value of Arkfeld Wealth Strategies, L.L.C.'s 71 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EBAY | Exit | EBAY INC | $0 | – | -3,400 | -100.0% | -0.13% | – |
| SPIP | Exit | SPDR SERIES TRUSTblombrg brc tips | $0 | – | -7,500 | -100.0% | -0.14% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -6,647 | -100.0% | -0.20% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -5,900 | -100.0% | -0.22% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,500 | -100.0% | -0.25% | – |
| HPQ | Exit | HP INC | $0 | – | -34,705 | -100.0% | -0.81% | – |
| MET | Exit | METLIFE INC | $0 | – | -22,184 | -100.0% | -0.91% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -32,197 | -100.0% | -1.29% | – |
| PSXP | Exit | PHILLIPS 66 PARTNERS LP | $0 | – | -113,373 | -100.0% | -2.97% | – |
| HFC | Exit | HOLLYFRONTIER CORP | $0 | – | -405,563 | -100.0% | -8.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
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.