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 | TGT | TARGET CORP | Consumer Defensive | 13,164.0 | $1.6M | 0.51% | NEW | — | $122.87 | +30.9% |
| 2 | HOOD | ROBINHOOD MKTS INC | Financial Services | 15,944.0 | $1.4M | 0.44% | NEW | — | $87.32 | +20.0% |
| 3 | ODC | OIL DRI CORP AMER | Basic Materials | 3,684.0 | $257K | 0.08% | NEW | — | $69.80 | +28.9% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | Technology | 898.0 | $232K | 0.07% | NEW | — | $258.12 | +82.4% |
| 5 | META | META PLATFORMS INC | Communication Services | 310.0 | $208K | 0.07% | NEW | — | $670.53 | -14.6% |
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
28.2%
Technology
20.0%
Energy
17.1%
Consumer Defensive
9.9%
Financial Services
8.8%
Communication Services
6.7%
Industrials
5.5%
Utilities
2.0%
Basic Materials
0.9%
Healthcare
0.9%