ARKFELD WEALTH STRATEGIES, L.L.C. 13F Portfolio
ARKFELD WEALTH STRATEGIES, L.L.C. runs ARKFELD WEALTH STRATEGIES, L.L.C. and currently holds 119 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $334.46M. Their top holdings are BRK-B, AMZN, AAPL, CASY, DINO. The top five represent 39.6% of reported portfolio weight. ARKFELD WEALTH STRATEGIES, L.L.C. ranks #684 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARKFELD WEALTH STRATEGIES, L.L.C. initiated 2 new positions. They added to 49 existing positions. They trimmed 42 positions. Their current best-performing preview position is INTC with returns of +147.05%.
Portfolio Value
$334.46M
Alpha Score
42.7
#684 of 1000
Holdings
119
ARKFELD WEALTH STRATEGIES, L.L.C. Current 13F Holdings
Reported holdings from ARKFELD WEALTH STRATEGIES, L.L.C.'s latest SEC 13F filing, ranked by portfolio weight.
119 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
BRK-B BERKSHIRE HATHAWAY INC DEL | 13.59% | $312.72 | $515.44 | +64.82% | Added +6.61% |
AMZN AMAZON COM INC | 10.62% | $146.26 | $262.43 | +79.43% | Trimmed -0.46% |
AAPL APPLE INC | 6.37% | $97.59 | $336.68 | +245.00% | Trimmed -2.04% |
CASY CASEYS GEN STORES INC | 4.84% | $198.65 | $646.27 | +225.33% | Trimmed -0.76% |
DINO HF SINCLAIR CORP | 4.14% | $48.81 | $121.29 | +148.49% | Trimmed -9.05% |
GOOGL ALPHABET INC | 4.06% | $128.22 | $351.66 | +174.26% | Trimmed -4.32% |
TJX TJX COS INC NEW | 3.45% | $120.83 | $138.76 | +14.83% | Trimmed -0.66% |
CHRD CHORD ENERGY CORPORATION | 3.26% | $127.55 | $141.54 | +10.97% | Trimmed -0.02% |
GOOG ALPHABET INC | 2.60% | $115.88 | $347.86 | +200.19% | Trimmed -3.08% |
MSFT MICROSOFT CORP | 2.42% | $239.27 | $535.07 | +123.63% | Added +0.83% |
Showing 1-10 of 119