Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Arkfeld Wealth Strategies L.L.C.
  City: Omaha
  State: NE
  Zip: 68116
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $182,406,000
  Total Value Change : $29,891,000
  Securities Held Change : 13
   
All Securities Held : 90
  New Positions : 13
  Closed Positions : 0
  Increased Positions : 56
  Unchanged Positions : 3
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BWXT)1 Year Chart         BWXT BWX Technologies Inc 31 New $44.15 $1,144,000 11,857 0.63% 1,144,000 11,857 0.012    Closed - End Fund - E...
   (NEE)1 Year Chart         NEE NextEra Energy 40 New $74.58 $842,000 13,158 0.46% 842,000 13,158 0.001    Electric Utilities
   (GTLB)1 Year Chart         GTLB Gitlab Inc. 43 New $53.27 $722,000 12,452 0.4% 722,000 12,452 0.014    N/A
   (NU)1 Year Chart         NU Nu Holdings Ord Shs Class A 46 New $0.00 $596,000 51,545 0.33% 596,000 51,545 0.001    N/A
   (SOLV)1 Year Chart         SOLV Solventum Corp New $63.14 $578,000 9,050 0.32% 578,000 9,050 0.005    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 49 New $782.76 $509,000 560 0.28% 509,000 560 0.001    Networking & Communic...
   (CART)1 Year Chart         CART Maplebear Inc. 54 New $34.75 $448,000 11,645 0.25% 448,000 11,645 0.004    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 77 New $119.86 $281,000 2,377 0.15% 281,000 2,377 0.001    Closed - End Fund - Debt
   (WISE)1 Year Chart         WISE Themes Generative Artificia... New $0.00 $262,000 9,068 0.14% 262,000 9,068 0.101    N/A
   (MNST)1 Year Chart         MNST Monster Beverage Corporation 82 New $54.72 $226,000 4,123 0.12% 226,000 4,123 0.001    Beverage Soft Drinks...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 83 New $309.87 $217,000 753 0.12% 217,000 753 0    Diversified Computer ...
   (PGR)1 Year Chart         PGR Progressive Corp 85 New $212.41 $206,000 1,001 0.11% 206,000 1,001 0    Property & Casualty I...
   (SNAP)1 Year Chart         SNAP Snap Inc 87 New $15.76 $113,000 10,375 0.06% 113,000 10,375 0.001    N/A
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us