Portfolio (Quarterly)
Guide ↗
Arkfeld Wealth Strategies, L.L.C.
· CIK 0001789382| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 84,180.0 | $39.9M | 12.62% | +9K | +12.5% | $474.09 | — |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 146,184.0 | $36.3M | 11.49% | +15K | +11.6% | $248.50 | +6.8% |
| 3 | AAPL | APPLE INC | Technology | 69,566.0 | $18.5M | 5.86% | +2K | +3.7% | $266.43 | +15.7% |
| 4 | MSFT | MICROSOFT CORP | Technology | 20,756.0 | $8.5M | 2.70% | +731.0 | +3.6% | $411.22 | +1.2% |
| 5 | — | BERKSHIRE HATHAWAY INC DEL | — | 9.0 | $6.4M | 2.02% | +1.0 | +12.5% | $711234.56 | — |
| 6 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 80,193.0 | $6.0M | 1.90% | +3K | +3.4% | $74.93 | +14.3% |
| 7 | UPS | UNITED PARCEL SVCS INC | Industrials | 51,246.0 | $5.3M | 1.68% | +999.0 | +2.0% | $103.57 | -1.5% |
| 8 | PYPL | PAYPAL HLDGS INC | Financial Services | 91,212.0 | $4.5M | 1.43% | +40K | +78.0% | $49.57 | -10.9% |
| 9 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 44,376.0 | $3.5M | 1.12% | +683.0 | +1.6% | $79.69 | +4.0% |
| 10 | KHC | KRAFT HEINZ CO | Consumer Defensive | 145,574.0 | $3.2M | 1.01% | +16K | +12.2% | $22.01 | +8.4% |
| 11 | TOST | TOAST INC | Technology | 110,893.0 | $3.1M | 0.99% | +4K | +3.7% | $28.16 | -17.2% |
| 12 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 2,015.0 | $2.0M | 0.63% | +175.0 | +9.5% | $984.88 | +1.8% |
| 13 | TSLA | TESLA INC | Consumer Cyclical | 4,533.0 | $1.8M | 0.56% | +405.0 | +9.8% | $391.95 | +10.6% |
| 14 | NUE | NUCOR CORP | Basic Materials | 8,518.0 | $1.6M | 0.51% | +90.0 | +1.1% | $189.60 | +26.7% |
| 15 | MPC | MARATHON PETE CORP | Energy | 6,969.0 | $1.6M | 0.49% | +57.0 | +0.8% | $223.02 | +11.2% |
| 16 | NEE | NEXTERA ENERGY INC | Utilities | 17,029.0 | $1.6M | 0.49% | +91.0 | +0.5% | $91.24 | -3.9% |
| 17 | SHV | ISHARES TR | — | 13,530.0 | $1.5M | 0.47% | +90.0 | +0.7% | $110.22 | +0.1% |
| 18 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 24,828.0 | $1.1M | 0.35% | +6K | +29.3% | $45.03 | +7.4% |
| 19 | XOM | EXXON MOBIL CORP | Energy | 6,643.0 | $990K | 0.31% | +243.0 | +3.8% | $149.00 | +4.0% |
| 20 | T | AT&T INC | Communication Services | 26,678.0 | $679K | 0.21% | +544.0 | +2.1% | $25.46 | -1.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
27.2%
Technology
19.3%
Energy
16.7%
Communication Services
9.8%
Consumer Defensive
9.5%
Financial Services
8.5%
Industrials
5.4%
Utilities
2.0%
Basic Materials
0.9%
Healthcare
0.9%