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 | BIL | SPDR SERIES TRUST | — | 6,676.0 | $610K | 0.18% | — | — | $91.43 | +0.3% |
| 62 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 3,967.0 | $592K | 0.18% | — | — | $149.31 | -2.8% |
| 63 | CAH | CARDINAL HEALTH INC | Healthcare | 2,418.0 | $574K | 0.17% | -250.0 | -9.4% | $237.56 | -1.2% |
| 64 | VYM | VANGUARD WHITEHALL FDS | — | 3,501.0 | $561K | 0.17% | +19.0 | +0.6% | $160.16 | +2.3% |
| 65 | KO | COCA COLA CO | Consumer Defensive | 6,597.0 | $547K | 0.16% | -169.0 | -2.5% | $82.95 | +6.9% |
| 66 | T | AT&T INC | Communication Services | 26,561.0 | $547K | 0.16% | — | — | $20.58 | +25.8% |
| 67 | ANET | ARISTA NETWORKS INC | Technology | 2,972.0 | $515K | 0.15% | -40.0 | -1.3% | $173.28 | +12.9% |
| 68 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,770.0 | $500K | 0.15% | -49.0 | -1.3% | $132.54 | +40.6% |
| 69 | CVX | CHEVRON CORPORATION | Energy | 2,963.0 | $498K | 0.15% | — | — | $168.08 | +22.7% |
| 70 | V | VISA INC | Financial Services | 1,340.0 | $479K | 0.14% | — | — | $357.35 | +6.2% |
| 71 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 547.0 | $475K | 0.14% | -400.0 | -42.2% | $868.26 | -4.6% |
| 72 | MRK | MERCK & CO INC | Healthcare | 3,716.0 | $471K | 0.14% | -33.0 | -0.9% | $126.77 | +16.6% |
| 73 | AMD | ADVANCED MICRO DEVICES INC | Technology | 850.0 | $469K | 0.14% | -48.0 | -5.3% | $552.05 | -14.7% |
| 74 | RDDT | REDDIT INC | Communication Services | 2,334.0 | $469K | 0.14% | — | — | $200.86 | -26.4% |
| 75 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,609.0 | $450K | 0.13% | +106.0 | +7.0% | $279.54 | -5.7% |
| 76 | SHEL | SHELL PLC | Energy | 5,721.0 | $447K | 0.13% | -612.0 | -9.7% | $78.14 | +17.0% |
| 77 | EPD | ENTERPRISE PRODS PARTNERS L | — | 11,780.0 | $430K | 0.13% | — | — | $36.47 | — |
| 78 | NU | NU HLDGS LTD | Financial Services | 30,295.0 | $426K | 0.13% | -2K | -4.7% | $14.06 | +3.5% |
| 79 | INTC | INTEL CORP | Technology | 3,454.0 | $422K | 0.13% | -496.0 | -12.6% | $122.21 | -26.8% |
| 80 | SGOV | ISHARES TR | — | 4,119.0 | $414K | 0.12% | +25.0 | +0.6% | $100.43 | +0.3% |
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
22.7%
Energy
16.0%
Consumer Defensive
10.4%
Financial Services
8.5%
Communication Services
6.3%
Industrials
5.1%
Utilities
1.8%
Healthcare
1.1%
Basic Materials
1.0%