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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | UNP | UNION PAC CORP | Industrials | 2,191.0 | $543K | 0.17% | +224.0 | +11.4% | $248.02 | +9.3% |
| 62 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,819.0 | $543K | 0.17% | — | — | $142.15 | -3.9% |
| 63 | VYM | VANGUARD WHITEHALL FDS | — | 3,482.0 | $533K | 0.17% | +18.0 | +0.5% | $153.06 | +3.7% |
| 64 | LLY | ELI LILLY & CO | Healthcare | 579.0 | $524K | 0.17% | — | — | $905.72 | +17.6% |
| 65 | KO | COCA COLA CO | Consumer Defensive | 6,766.0 | $510K | 0.16% | +869.0 | +14.7% | $75.31 | +6.8% |
| 66 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 947.0 | $492K | 0.16% | — | — | $519.60 | +62.8% |
| 67 | NU | NU HLDGS LTD | Financial Services | 31,795.0 | $488K | 0.15% | -2K | -4.5% | $15.34 | -15.4% |
| 68 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,294.0 | $485K | 0.15% | -19.0 | -1.4% | $374.96 | +10.0% |
| 69 | ANET | ARISTA NETWORKS INC | Technology | 3,012.0 | $465K | 0.15% | — | — | $154.33 | +2.4% |
| 70 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,503.0 | $460K | 0.15% | +19.0 | +1.3% | $306.23 | -8.8% |
| 71 | MRK | MERCK & CO INC | Healthcare | 3,749.0 | $442K | 0.14% | +1K | +39.3% | $117.89 | +1.6% |
| 72 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 11,770.0 | $437K | 0.14% | — | — | $37.10 | +3.5% |
| 73 | PEP | PEPSICO INC | Consumer Defensive | 2,790.0 | $432K | 0.14% | +105.0 | +3.9% | $154.82 | -5.9% |
| 74 | QCOM | QUALCOMM INC | Technology | 3,212.0 | $427K | 0.14% | +26.0 | +0.8% | $133.03 | +87.0% |
| 75 | V | VISA INC | Financial Services | 1,337.0 | $422K | 0.13% | — | — | $315.93 | +3.3% |
| 76 | DIS | DISNEY WALT CO | Communication Services | 4,035.0 | $416K | 0.13% | +669.0 | +19.9% | $103.03 | +0.3% |
| 77 | SGOV | ISHARES TR | — | 4,094.0 | $412K | 0.13% | +35.0 | +0.9% | $100.54 | +0.1% |
| 78 | GIS | GENERAL MILLS INC | Consumer Defensive | 11,793.0 | $407K | 0.13% | +7K | +123.0% | $34.49 | -3.9% |
| 79 | JD | JD.COM INC | Consumer Cyclical | 12,743.0 | $401K | 0.13% | — | — | $31.47 | -4.7% |
| 80 | LOW | LOWES COS INC | Consumer Cyclical | 1,519.0 | $371K | 0.12% | — | — | $244.06 | -13.1% |
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%