Portfolio (Quarterly)
Guide ↗
Clark Wealth Partners
· CIK 0002107657| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VFMO | VANGUARD WELLINGTON FD | — | 1,195.0 | $298K | 0.17% | -180.0 | -13.1% | $249.51 | -9.0% |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,320.0 | $154K | 0.09% | -13.0 | -1.0% | $116.67 | +59.7% |
| 23 | IVLU | ISHARES TR | — | 3,452.0 | $144K | 0.08% | -358.0 | -9.4% | $41.82 | +5.8% |
| 24 | V | VISA INC | Financial Services | 318.0 | $109K | 0.06% | -6.0 | -1.9% | $342.80 | +11.3% |
| 25 | TSLA | TESLA INC | Consumer Cyclical | 199.0 | $84K | 0.05% | -4.0 | -2.0% | $420.60 | -17.1% |
| 26 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 1,884.0 | $80K | 0.04% | -37.0 | -1.9% | $42.33 | +18.4% |
| 27 | PGR | PROGRESSIVE CORP | Financial Services | 331.0 | $72K | 0.04% | -6.0 | -1.8% | $218.66 | -0.0% |
| 28 | CSCO | CISCO SYS INC | Technology | 576.0 | $68K | 0.04% | -94.0 | -14.0% | $117.37 | -6.3% |
| 29 | EFG | ISHARES TR | — | 504.0 | $63K | 0.04% | -7.0 | -1.4% | $124.42 | +0.5% |
| 30 | LRCX | LAM RESEARCH CORP | Technology | 140.0 | $61K | 0.03% | -20.0 | -12.5% | $433.61 | -30.4% |
| 31 | T | AT&T INC | Communication Services | 2,632.0 | $54K | 0.03% | -46.0 | -1.7% | $20.70 | +25.6% |
| 32 | ROP | ROPER TECHNOLOGIES INC | Industrials | 151.0 | $51K | 0.03% | -8.0 | -5.0% | $338.66 | +25.9% |
| 33 | VWO | VANGUARD INTL EQUITY INDEX F | — | 816.0 | $49K | 0.03% | -42.0 | -4.9% | $59.69 | +1.8% |
| 34 | ABT | ABBOTT LABORATORIES | Healthcare | 378.0 | $34K | 0.02% | -108.0 | -22.2% | $90.74 | +23.9% |
| 35 | HCA | HCA HEALTHCARE INC | Healthcare | 86.0 | $34K | 0.02% | -21.0 | -19.6% | $389.90 | +7.2% |
| 36 | HD | HOME DEPOT INC | Consumer Cyclical | 92.0 | $33K | 0.02% | -17.0 | -15.6% | $354.00 | -6.7% |
| 37 | RTX | RTX CORPORATION | Industrials | 168.0 | $32K | 0.02% | -2.0 | -1.2% | $189.55 | +11.7% |
| 38 | VXF | VANGUARD INDEX FDS | — | 127.0 | $31K | 0.02% | -5.0 | -3.8% | $246.21 | -1.6% |
| 39 | INTU | INTUIT | Technology | 113.0 | $29K | 0.02% | -16.0 | -12.4% | $260.43 | +37.5% |
| 40 | HEFA | ISHARES TR | — | 524.0 | $25K | 0.01% | -125.0 | -19.3% | $46.93 | +0.8% |
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
Technology
26.6%
Financial Services
17.9%
Industrials
16.2%
Healthcare
11.3%
Consumer Cyclical
8.7%
Communication Services
4.2%
Utilities
4.0%
Energy
3.9%
Consumer Defensive
3.4%
Basic Materials
2.8%