ARKFELD WEALTH STRATEGIES, L.L.C.
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 230 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 #688 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%.
119 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
BRK-B BERKSHIRE HATHAWAY INC DEL | 13.59% | $312.72 | $495.77 | +58.53% | Added +6.61% |
AMZN AMAZON COM INC | 10.62% | $146.26 | $258.63 | +76.83% | Trimmed -0.46% |
AAPL APPLE INC | 6.37% | $97.59 | $309.35 | +216.99% | Trimmed -2.04% |
CASY CASEYS GEN STORES INC | 4.84% | $198.65 | $835.74 | +320.71% | Trimmed -0.76% |
DINO HF SINCLAIR CORP | 4.14% | $48.81 | $97.28 | +99.30% | Trimmed -9.05% |
GOOGL ALPHABET INC | 4.06% | $128.22 | $344.82 | +168.93% | Trimmed -4.32% |
TJX TJX COS INC NEW | 3.45% | $120.83 | $140.50 | +16.28% | Trimmed -0.66% |
CHRD CHORD ENERGY CORPORATION | 3.26% | $127.55 | $147.85 | +15.92% | Trimmed -0.02% |
GOOG ALPHABET INC | 2.60% | $115.88 | $341.75 | +194.92% | Trimmed -3.08% |
MSFT MICROSOFT CORP | 2.42% | $239.27 | $483.24 | +101.96% | Added +0.83% |
Showing 1-10 of 119