HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$26,090 | ||
| BRK.B | 63,772 | +2,642 | $26,090 |
 AMAZON COM INC |
98,998 | +3,376 | $18,409 |
| AMZN | 98,998 | +3,376 | $18,409 |
| HF SINCLAIR CORP |
215,219 | -1,361 | $13,087 |
| DINO | 215,219 | -1,361 | $13,087 |
| APPLE INC |
66,178 | +2,286 | $11,103 |
| AAPL | 66,178 | +2,286 | $11,103 |
| ISHARES TR (SHV) |
78,562 | -2,327 | $8,656 |
| SHV | 78,562 | -2,327 | $8,656 |
| MICROSOFT CORP |
18,069 | +2,705 | $7,648 |
| MSFT | 18,069 | +2,705 | $7,648 |
| CASEYS GEN STORES INC |
21,557 | -207 | $6,733 |
| CASY | 21,557 | -207 | $6,733 |
| ALPHABET INC |
36,533 | +16,793 | $5,704 |
| GOOGL | 36,533 | +16,793 | $5,704 |
| WP CAREY INC |
81,759 | +30,491 | $4,551 |
| WPC | 81,759 | +30,491 | $4,551 |
| ALPHABET INC |
25,035 | +3,714 | $3,947 |
| GOOG | 25,035 | +3,714 | $3,947 |
| CISCO SYS INC |
79,208 | -1,087 | $3,898 |
| CSCO | 79,208 | -1,087 | $3,898 |
| KINDER MORGAN INC DEL |
210,711 | +37,559 | $3,850 |
| KMI | 210,711 | +37,559 | $3,850 |
| SPDR GOLD TR (GLD) |
16,292 | -478 | $3,513 |
| GLD | 16,292 | -478 | $3,513 |
| KRAFT HEINZ CO |
80,648 | +35,426 | $2,969 |
| KHC | 80,648 | +35,426 | $2,969 |
| ISHARES U S ETF TR (NEAR) |
57,871 | -6,142 | $2,892 |
| NEAR | 57,871 | -6,142 | $2,892 |
| TOAST INC |
112,351 | +70,972 | $2,582 |
| TOST | 112,351 | +70,972 | $2,582 |
| PAYPAL HLDGS INC |
38,030 | +34,290 | $2,505 |
| PYPL | 38,030 | +34,290 | $2,505 |
| NVIDIA CORPORATION |
2,530 | +1,062 | $2,202 |
| NVDA | 2,530 | +1,062 | $2,202 |
| RAMACO RES INC |
133,502 | +92,567 | $2,111 |
| METC | 133,502 | +92,567 | $2,111 |
| PPL CORP |
77,512 | +418 | $2,087 |
| PPL | 77,512 | +418 | $2,087 |
| TARGET CORP |
10,606 | +80 | $1,820 |
| TGT | 10,606 | +80 | $1,820 |
| SPDR SER TR (BIL) |
18,837 | -2,945 | $1,724 |
| BIL | 18,837 | -2,945 | $1,724 |
| ISHARES TR (SUB) |
16,292 | +16 | $1,698 |
| SUB | 16,292 | +16 | $1,698 |
| MARATHON PETE CORP |
6,900 | +40 | $1,457 |
| MPC | 6,900 | +40 | $1,457 |
| NUCOR CORP |
7,195 | +8 | $1,426 |
| NUE | 7,195 | +8 | $1,426 |
| ONEOK INC NEW |
17,760 | +36 | $1,404 |
| OKE | 17,760 | +36 | $1,404 |
| CROWDSTRIKE HLDGS INC |
4,444 | +5 | $1,389 |
| CRWD | 4,444 | +5 | $1,389 |
| SCHWAB CHARLES FAMILY FD |
$1,387 | ||
| AMT TAX FREE MNY | 1,387,288 | +94,161 | $1,387 |
| COSTCO WHSL CORP NEW |
1,873 | -99 | $1,354 |
| COST | 1,873 | -99 | $1,354 |
| WALMART INC |
19,655 | +14,849 | $1,191 |
| WMT | 19,655 | +14,849 | $1,191 |
| BWX TECHNOLOGIES INC |
11,857 | +11,857 | $1,144 |
| BWXT | 11,857 | +11,857 | $1,144 |
| SPDR SER TR (SPYG) |
15,766 | +406 | $1,143 |
| SPYG | 15,766 | +406 | $1,143 |
| INTERNATIONAL BUSINESS MACHS |
6,002 | +1,303 | $1,117 |
| IBM | 6,002 | +1,303 | $1,117 |
| COCA COLA FEMSA SAB DE CV |
10,968 | -304 | $1,027 |
| KOF | 10,968 | -304 | $1,027 |
| SCHWAB STRATEGIC TR |
21,433 | -4,489 | $1,025 |
| SCHO | 21,433 | -4,489 | $1,025 |
| DOLLAR GEN CORP NEW |
6,144 | +2 | $950 |
| DG | 6,144 | +2 | $950 |
| BANK AMERICA CORP |
25,302 | -167 | $927 |
| BAC | 25,302 | -167 | $927 |
| SELECT SECTOR SPDR TR (XLU) |
14,221 | +514 | $922 |
| XLU | 14,221 | +514 | $922 |
| VANGUARD INDEX FDS (VOO) |
1,922 | +50 | $908 |
| VOO | 1,922 | +50 | $908 |
| NEXTERA ENERGY INC |
13,158 | +13,158 | $842 |
| NEE | 13,158 | +13,158 | $842 |
| SNOWFLAKE INC |
5,263 | +1,510 | $805 |
| SNOW | 5,263 | +1,510 | $805 |
| PHILLIPS 66 |
4,720 | -5 | $780 |
| PSX | 4,720 | -5 | $780 |
| GITLAB INC |
12,452 | +12,452 | $722 |
| GTLB | 12,452 | +12,452 | $722 |
| JPMORGAN CHASE & CO |
3,652 | +140 | $714 |
| JPM | 3,652 | +140 | $714 |
| SPROUTS FMRS MKT INC |
9,993 | -20 | $639 |
| SFM | 9,993 | -20 | $639 |
| NU HLDGS LTD |
51,545 | +51,545 | $596 |
| NU | 51,545 | +51,545 | $596 |
| SOLVENTUM CORP |
9,050 | +9,050 | $578 |
| SOLV | 9,050 | +9,050 | $578 |
| SUPER MICRO COMPUTER INC |
560 | +560 | $566 |
| SMCI | 560 | +560 | $566 |
| PROCTER AND GAMBLE CO |
3,563 | +196 | $560 |
| PG | 3,563 | +196 | $560 |
| QUALCOMM INC |
3,095 | +7 | $529 |
| QCOM | 3,095 | +7 | $529 |
See Full List: All Stocks Held By Arkfeld Wealth Strategies L.L.C.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Arkfeld Wealth Strategies L.L.C.
|
Size ($ in 1000's)
At 03/31/2024: $179,197 At 12/31/2023: $152,301 Arkfeld Wealth Strategies L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arkfeld Wealth Strategies L.L.C. 13F filings. Link to 13F filings: SEC filings |
