Arkfeld-Wealth-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "SNOW",
  "PAA",
  null,
  "GOOGL",
  "T",
  "AMRN",
  "LOW",
  "DUK",
  "GIS",
  "MCD",
  "UNP",
  "QCOM",
  "SUZ",
  "KMI",
  null,
  "MPC",
  "SYM",
  "METC",
  "MSFT",
  "NU",
  "DG",
  "ANET",
  "ORCL",
  "KHC",
  "OKE",
  null,
  "PYPL",
  "PEP",
  "PGR",
  null,
  "AAPL",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "SHOP",
  "SHEL",
  "GLD",
  "SPYG",
  null,
  "IBM",
  "SBUX",
  "TGT",
  "TJX",
  "UPS",
  "HPS",
  "TTE",
  null,
  "TOST",
  "VYM",
  "K",
  "SFM",
  "CAH",
  "AMZN",
  null,
  "RGA",
  "VOO",
  "V",
  "WMT",
  null,
  "GRMN",
  "CART",
  "ET",
  "NOK",
  "PPL",
  "PSX",
  "RDDT",
  "DIA",
  "DINO",
  "NUE",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BWXT",
  "CASY",
  "CVX",
  "CHRD",
  "CSCO",
  "KOF",
  "KO",
  "COST",
  "DVN",
  null,
  "USMV",
  "NEE",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 98
Total Value: 230740971
Accession Number: 0001085146-25-002057
Form Type: 13F-HR
CIK: arkfeld-wealth-strategies
Manager Name: Arkfeld-Wealth-Strategies

Data Enrichment

89% identified

87 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $230.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Tesla, Inc.

TSLA|88160R101

Shares:3.4K

Value:$938.3K

% of Portfolio:0.4% ($938.3K/$230.7M)

Marathon Petroleum Corp

MPC|56585A102

Shares:6.9K

Value:$907.7K

% of Portfolio:0.4% ($907.7K/$230.7M)

NUCOR CORP

NUE|670346105

Shares:7.7K

Value:$893.1K

% of Portfolio:0.4% ($893.1K/$230.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:23.6K

Value:$877.3K

% of Portfolio:0.4% ($877.3K/$230.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.7K

Value:$873.1K

% of Portfolio:0.4% ($873.1K/$230.7M)

808524862

Shares:35.4K

Value:$859.2K

% of Portfolio:0.4% ($859.2K/$230.7M)

Suzano S.A.

SUZ|86959K105

Shares:90.3K

Value:$807.1K

% of Portfolio:0.3% ($807.1K/$230.7M)

Maplebear Inc.

CART|565394103

Shares:19.1K

Value:$746.0K

% of Portfolio:0.3% ($746.0K/$230.7M)

AT&T INC.

T|00206R102

Shares:24.3K

Value:$642.6K

% of Portfolio:0.3% ($642.6K/$230.7M)

Snowflake Inc.

SNOW|833445109

Shares:4.2K

Value:$635.7K

% of Portfolio:0.3% ($635.7K/$230.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.8K

Value:$617.0K

% of Portfolio:0.3% ($617.0K/$230.7M)

Symbotic Inc.

SYM|87151X101

Shares:27.6K

Value:$589.9K

% of Portfolio:0.3% ($589.9K/$230.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:13.5K

Value:$579.1K

% of Portfolio:0.3% ($579.1K/$230.7M)

46429B697

USMV|46429B697

Shares:6.3K

Value:$567.9K

% of Portfolio:0.2% ($567.9K/$230.7M)

Nu Holdings Ltd.

NU|G6683N103

Shares:45.8K

Value:$500.6K

% of Portfolio:0.2% ($500.6K/$230.7M)

Phillips 66

PSX|718546104

Shares:4.5K

Value:$468.1K

% of Portfolio:0.2% ($468.1K/$230.7M)

MCDONALDS CORP

MCD|580135101

Shares:1.5K

Value:$450.9K

% of Portfolio:0.2% ($450.9K/$230.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.1K

Value:$449.0K

% of Portfolio:0.2% ($449.0K/$230.7M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.0K

Value:$442.8K

% of Portfolio:0.2% ($442.8K/$230.7M)

464287457

Shares:5.3K

Value:$441.2K

% of Portfolio:0.2% ($441.2K/$230.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	3.4K	QoQ +19.64% (-566) YoY +43.38% (+1.0K)	All Managers (Combined)	$938.3K	0.4% ($938.3K/$230.7M)	QoQ -19.24% (-$223.7K) YoY +127.23% (+$525.4K)
Marathon Petroleum Corp(MPCcusip56585A102)	6.9K	QoQ -0.24% (-17) YoY +0.10% (-7)	All Managers (Combined)	$907.7K	0.4% ($907.7K/$230.7M)	QoQ -10.66% (-$108.3K) YoY -37.72% (-$549.8K)
NUCOR CORP(NUEcusip670346105)	7.7K	QoQ +0.15% (-12) YoY +7.47% (-538)	All Managers (Combined)	$893.1K	0.4% ($893.1K/$230.7M)	QoQ -5.86% (-$55.7K) YoY -37.36% (-$532.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	23.6K	QoQ -5.30% (-1.3K) YoY -6.66% (-1.7K)	All Managers (Combined)	$877.3K	0.4% ($877.3K/$230.7M)	QoQ -21.93% (-$246.5K) YoY -5.38% (-$50.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.7K	QoQ +0.67% (-25) YoY +2.02% (+74)	All Managers (Combined)	$873.1K	0.4% ($873.1K/$230.7M)	QoQ -3.40% (-$30.7K) YoY +22.30% (+$159.2K)
(cusip808524862)✕	35.4K	QoQ -0.12% (-43) YoY +65.10% (-14.0K)	All Managers (Combined)	$859.2K	0.4% ($859.2K/$230.7M)	QoQ +0.62% (-$5.3K) YoY -16.14% (-$165.5K)
Suzano S.A.(SUZcusip86959K105)	90.3K	QoQ -14.77% (-15.6K) YoY NEW(+90.3K)	All Managers (Combined)	$807.1K	0.3% ($807.1K/$230.7M)	QoQ -25.08% (-$270.2K) YoY NEW(+$807.1K)
Maplebear Inc.(CARTcusip565394103)	19.1K	QoQ +2.52% (-470) YoY +64.00% (+7.5K)	All Managers (Combined)	$746.0K	0.3% ($746.0K/$230.7M)	QoQ -10.03% (-$83.2K) YoY +66.51% (+$298.0K)
AT&T INC.(Tcusip00206R102)	24.3K	QoQ +3.60% (+844) YoY +5.61% (+1.3K)	All Managers (Combined)	$642.6K	0.3% ($642.6K/$230.7M)	QoQ +27.19% (+$137.4K) YoY +67.10% (+$258.0K)
Snowflake Inc.(SNOWcusip833445109)	4.2K	QoQ -1.77% (-76) YoY -20.08% (-1.1K)	All Managers (Combined)	$635.7K	0.3% ($635.7K/$230.7M)	QoQ -8.59% (-$59.8K) YoY -21.03% (-$169.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.8K	QoQ +0.29% (+11) YoY +6.67% (+238)	All Managers (Combined)	$617.0K	0.3% ($617.0K/$230.7M)	QoQ +2.49% (+$15.0K) YoY +10.12% (+$56.7K)
Symbotic Inc.(SYMcusip87151X101)	27.6K	QoQ NEW(+27.6K) YoY NEW(+27.6K)	All Managers (Combined)	$589.9K	0.3% ($589.9K/$230.7M)	QoQ NEW(+$589.9K) YoY NEW(+$589.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	13.5K	QoQ +11.78% (+1.4K) YoY +16.07% (+1.9K)	All Managers (Combined)	$579.1K	0.3% ($579.1K/$230.7M)	QoQ +25.77% (+$118.7K) YoY +22.86% (+$107.8K)
(USMVcusip46429B697)	6.3K	QoQ +29.94% (+1.5K) YoY +31.48% (+1.5K)	All Managers (Combined)	$567.9K	0.2% ($567.9K/$230.7M)	QoQ +32.44% (+$139.1K) YoY +44.95% (+$176.1K)
Nu Holdings Ltd.(NUcusipG6683N103)	45.8K	QoQ -12.25% (-6.4K) YoY -11.06% (-5.7K)	All Managers (Combined)	$500.6K	0.2% ($500.6K/$230.7M)	QoQ -13.52% (-$78.3K) YoY -16.06% (-$95.8K)
Phillips 66(PSXcusip718546104)	4.5K	QoQ -6.04% (-292) YoY -3.83% (-181)	All Managers (Combined)	$468.1K	0.2% ($468.1K/$230.7M)	QoQ -16.45% (-$92.2K) YoY -39.95% (-$311.5K)
MCDONALDS CORP(MCDcusip580135101)	1.5K	QoQ +7.30% (+101) YoY +7.30% (+101)	All Managers (Combined)	$450.9K	0.2% ($450.9K/$230.7M)	QoQ +14.93% (+$58.6K) YoY +21.38% (+$79.4K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.1K	QoQ +0.28% (-9) YoY +1.03% (-32)	All Managers (Combined)	$449.0K	0.2% ($449.0K/$230.7M)	QoQ -8.36% (-$41.0K) YoY -15.09% (-$79.8K)
UNION PACIFIC CORP(UNPcusip907818108)	2.0K	QoQ +0.20% (-4) YoY +3.06% (-59)	All Managers (Combined)	$442.8K	0.2% ($442.8K/$230.7M)	QoQ -1.24% (-$5.6K) YoY -2.71% (-$12.3K)
(cusip464287457)✕	5.3K	QoQ +0.37% (+20) YoY +1.53% (+81)	All Managers (Combined)	$441.2K	0.2% ($441.2K/$230.7M)	QoQ +1.28% (+$5.6K) YoY +3.45% (+$14.7K)