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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ALTRIA GROUP, INC.

MO|02209S103

Shares:4.6K

Value:$260.5K

% of Portfolio:0.1% ($260.5K/$230.7M)

Reddit, Inc.

RDDT|75734B100

Shares:2.3K

Value:$258.3K

% of Portfolio:0.1% ($258.3K/$230.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:949

Value:$256.4K

% of Portfolio:0.1% ($256.4K/$230.7M)

DOLLAR GENERAL CORP

DG|256677105

Shares:2.9K

Value:$248.6K

% of Portfolio:0.1% ($248.6K/$230.7M)

STARBUCKS CORP

SBUX|855244109

Shares:2.7K

Value:$235.2K

% of Portfolio:0.1% ($235.2K/$230.7M)

GENERAL MILLS INC

GIS|370334104

Shares:4.0K

Value:$231.3K

% of Portfolio:0.1% ($231.3K/$230.7M)

882927502

Shares:7.8K

Value:$229.6K

% of Portfolio:0.1% ($229.6K/$230.7M)

Arista Networks, Inc.

ANET|040413205

Shares:3.0K

Value:$228.9K

% of Portfolio:0.1% ($228.9K/$230.7M)

KELLANOVA

K|487836108

Shares:2.7K

Value:$225.4K

% of Portfolio:0.1% ($225.4K/$230.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.7K

Value:$222.0K

% of Portfolio:0.1% ($222.0K/$230.7M)

GARMIN LTD

GRMN|H2906T109

Shares:1.2K

Value:$221.8K

% of Portfolio:0.1% ($221.8K/$230.7M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:504

Value:$204.6K

% of Portfolio:0.1% ($204.6K/$230.7M)

NETFLIX INC

NFLX|64110L106

Shares:215

Value:$203.0K

% of Portfolio:0.1% ($203.0K/$230.7M)

464288687

Shares:6.7K

Value:$200.7K

% of Portfolio:0.1% ($200.7K/$230.7M)

Energy Transfer LP

ET|29273V100

Shares:10.9K

Value:$181.4K

% of Portfolio:0.1% ($181.4K/$230.7M)

NOKIA CORP

NOK|654902204

Shares:21.3K

Value:$105.1K

% of Portfolio:0.0% ($105.1K/$230.7M)

Grab Holdings Ltd

GRAB|G4124C109

Shares:20.3K

Value:$86.5K

% of Portfolio:0.0% ($86.5K/$230.7M)

AMARIN CORP PLC\UK

AMRN|023111206

Shares:58.0K

Value:$26.6K

% of Portfolio:0.0% ($26.6K/$230.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALTRIA GROUP, INC.(MOcusip02209S103)	4.6K	QoQ +0.19% (+9) YoY -4.16% (-201)	All Managers (Combined)	$260.5K	0.1% ($260.5K/$230.7M)	QoQ +11.05% (+$25.9K) YoY +29.58% (-$59.5K)
Reddit, Inc.(RDDTcusip75734B100)	2.3K	QoQ +2.82% (-64) YoY NEW(+2.3K)	All Managers (Combined)	$258.3K	0.1% ($258.3K/$230.7M)	QoQ -30.76% (-$114.8K) YoY NEW(+$258.3K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	949	QoQ -3.06% (-30) YoY -5.19% (-52)	All Managers (Combined)	$256.4K	0.1% ($256.4K/$230.7M)	QoQ +11.07% (-$25.6K) YoY +24.23% (-$50.0K)
DOLLAR GENERAL CORP(DGcusip256677105)	2.9K	QoQ +0.24% (+7) YoY -52.96% (-3.3K)	All Managers (Combined)	$248.6K	0.1% ($248.6K/$230.7M)	QoQ +20.46% (+$42.2K) YoY -73.82% (-$701.4K)
STARBUCKS CORP(SBUXcusip855244109)	2.7K	QoQ -2.71% (-74) YoY NEW(+2.7K)	All Managers (Combined)	$235.2K	0.1% ($235.2K/$230.7M)	QoQ -7.74% (-$19.7K) YoY NEW(+$235.2K)
GENERAL MILLS INC(GIScusip370334104)	4.0K	QoQ -2.66% (-109) YoY -4.25% (-177)	All Managers (Combined)	$231.3K	0.1% ($231.3K/$230.7M)	QoQ -4.75% (-$11.5K) YoY -19.26% (-$55.2K)
(cusip882927502)✕	7.8K	QoQ -4.24% (-345) YoY -14.14% (-1.3K)	All Managers (Combined)	$229.6K	0.1% ($229.6K/$230.7M)	QoQ -18.50% (-$52.1K) YoY -12.34% (-$32.3K)
Arista Networks, Inc.(ANETcusip040413205)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$228.9K	0.1% ($228.9K/$230.7M)	QoQ -32.52% (-$110.4K) YoY NEW(+$228.9K)
KELLANOVA(Kcusip487836108)	2.7K	QoQ +0.51% (+14) YoY NEW(+2.7K)	All Managers (Combined)	$225.4K	0.1% ($225.4K/$230.7M)	QoQ +1.41% (+$3.1K) YoY NEW(+$225.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.7K	QoQ +0.14% (-4) YoY +0.48% (-13)	All Managers (Combined)	$222.0K	0.1% ($222.0K/$230.7M)	QoQ -18.75% (-$51.3K) YoY -35.06% (-$119.9K)
GARMIN LTD(GRMNcusipH2906T109)	1.2K	QoQ +15.10% (+151) YoY NEW(+1.2K)	All Managers (Combined)	$221.8K	0.1% ($221.8K/$230.7M)	QoQ +6.37% (+$13.3K) YoY NEW(+$221.8K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	504	QoQ +0.19% (-1) YoY NEW(+504)	All Managers (Combined)	$204.6K	0.1% ($204.6K/$230.7M)	QoQ -3.80% (-$8.1K) YoY NEW(+$204.6K)
NETFLIX INC(NFLXcusip64110L106)	215	QoQ NEW(+215) YoY NEW(+215)	All Managers (Combined)	$203.0K	0.1% ($203.0K/$230.7M)	QoQ NEW(+$203.0K) YoY NEW(+$203.0K)
(cusip464288687)✕	6.7K	QoQ NEW(+6.7K) YoY -8.75% (-645)	All Managers (Combined)	$200.7K	0.1% ($200.7K/$230.7M)	QoQ NEW(+$200.7K) YoY -13.55% (-$31.5K)
Energy Transfer LP(ETcusip29273V100)	10.9K	QoQ -2.24% (-250) YoY NEW(+10.9K)	All Managers (Combined)	$181.4K	0.1% ($181.4K/$230.7M)	QoQ -16.30% (-$35.3K) YoY NEW(+$181.4K)
NOKIA CORP(NOKcusip654902204)	21.3K	QoQ 0.00% (+0) YoY NEW(+21.3K)	All Managers (Combined)	$105.1K	0.0% ($105.1K/$230.7M)	QoQ +10.29% (+$9.8K) YoY NEW(+$105.1K)
Grab Holdings Ltd(GRABcusipG4124C109)	20.3K	QoQ -19.75% (-5.0K) YoY NEW(+20.3K)	All Managers (Combined)	$86.5K	0.0% ($86.5K/$230.7M)	QoQ -24.03% (-$27.4K) YoY NEW(+$86.5K)
AMARIN CORP PLC\UK(AMRNcusip023111206)	58.0K	QoQ 0.00% (-0) YoY NEW(+58.0K)	All Managers (Combined)	$26.6K	0.0% ($26.6K/$230.7M)	QoQ -10.96% (-$3.3K) YoY NEW(+$26.6K)