Scissortail Wealth Management, LLC Purchases in Q1 2025

Scissortail Wealth Management, LLC

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
432K
+ 839.11%
$22.77 - $22.94 $9.85M - $9.92M
484K $11.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
22.4K
New
$196.12 - $229.48 $4.39M - $5.14M
22.4K $4.53M
OEF
Ishares S&P 100 ETF

ETFs
16.7K
New
N/A
16.7K $4.44M
HEFA
Ishares Currency Hedged Msci E

ETFs
114K
New
$34.83 - $37.52 $3.97M - $4.28M
114K $4.14M
IAU
Ishares Gold Trust

ETFs
55.3K
New
$49.74 - $58.96 $2.75M - $3.26M
55.3K $3.26M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
80K
+ 24.06%
$21.77 - $22.25 $1.74M - $1.78M
412K $9.18M
JNJ
Johnson & Johnson

Healthcare
8.09K
+ 37.22%
$142.06 - $167.7 $1.15M - $1.36M
29.8K $4.94M
MDT
Medtronic PLC

Healthcare
16.7K
+ 58.81%
$79.84 - $94.5 $1.33M - $1.58M
45K $4.05M
ADI
Analog Devices Inc

Technology
7.87K
+ 80.14%
$201.56 - $243.82 $1.59M - $1.92M
17.7K $3.57M
IVE
Ishares S&P 500 Value ETF

ETFs
6.97K
+ 14.54%
$185.78 - $198.58 $1.29M - $1.38M
54.9K $10.5M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
54.1K
New
$23.15 - $23.78 $1.25M - $1.29M
54.1K $1.26M
IEMG
Ishares Inc

ETFs
22.2K
+ 110.81%
N/A
42.3K $2.27M
IBHE
Ishares Ibonds 2025 Term High

ETFs
48.7K
+ 14.81%
$23.16 - $23.32 $1.13M - $1.14M
378K $8.78M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.58K
+ 3.23%
$56.51 - $62.98 $372K - $415K
211K $12.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.28K
+ 12.35%
$168.16 - $186.21 $1.56M - $1.73M
84.4K $14.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
42.5K
+ 9.12%
$23.29 - $23.38 $989K - $993K
508K $11.9M
UNH
Unitedhealth Group Inc

Healthcare
1.59K
+ 49.09%
$461.52 - $548.18 $734K - $872K
4.83K $2.53M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
31.8K
+ 95.66%
$24.73 - $25.62 $785K - $814K
65K $1.66M
CMCSA
Comcast Corp

Communication Services
21.3K
+ 65.1%
$33.19 - $38.23 $707K - $814K
54K $1.99M
VZ
Verizon Communications Inc

Communication Services
1.3K
+ 1.21%
$37.81 - $46.49 $49.2K - $60.5K
109K $4.93M
HCA
Hca Healthcare, Inc.

Healthcare
603
+ 9.67%
$296.7 - $345.55 $179K - $208K
6.84K $2.36M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.4K
+ 22.48%
N/A
106K $2.51M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
13K
+ 4.39%
$25.05 - $25.16 $325K - $326K
308K $7.74M
DVN
Devon Energy Corp

Energy
1.63K
+ 3.44%
$33.15 - $38.55 $54.1K - $63K
49.1K $1.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.29K
+ 13.0%
$71.17 - $73.66 $234K - $242K
28.6K $2.1M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
11.2K
+ 8.31%
$23.13 - $23.41 $259K - $262K
146K $3.39M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.55K
+ 6.92%
N/A
54.8K $3.42M
MPC
Marathon Petroleum Corp

Energy
189
+ 0.62%
$134.72 - $159.03 $25.5K - $30.1K
30.5K $4.44M
UNP
Union Pacific Corp

Industrials
197
+ 1.0%
$225.21 - $254.42 $44.4K - $50.1K
20K $4.71M
PLTR
Palantir Technologies Inc.

Technology
2.4K
New
$64.98 - $124.62 $156K - $299K
2.4K $202K
CVX
Chevron Corp

Energy
8
+ 0.16%
$146.71 - $167.97 $1.17K - $1.34K
5.05K $845K
APD
Air Products & Chemicals, Inc.

Basic Materials
84
+ 0.57%
$283.24 - $338.07 $23.8K - $28.4K
14.8K $4.35M
META
Meta Platforms, Inc.

Communication Services
50
+ 5.94%
$576.36 - $736.67 $28.8K - $36.8K
892 $514K
OXY
Occidental Petroleum Corp

Energy
55
+ 0.87%
$45.45 - $52.7 $2.5K - $2.9K
6.41K $316K
I Shares Flexible Income Active ETF
226K
New
N/A
226K $0
ET
Energy Transfer LP

Energy
538
+ 4.69%
$17.26 - $21.08 $9.29K - $11.3K
12K $223K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.16%
$551.42 - $612.93 $551 - $613
638 $356K
CSX
Csx Corp

Industrials
97
+ 1.14%
$29.11 - $33.67 $2.82K - $3.27K
8.63K $253K
CRM
Salesforce, Inc.

Technology
100
+ 8.12%
$268.36 - $359.95 $26.8K - $36K
1.33K $357K
AXP
American Express CO

Financial Services
20
+ 0.66%
$255.39 - $325.87 $5.11K - $6.52K
3.04K $817K
MRK
Merck & Co., Inc.

Healthcare
1.73K
+ 4.41%
$83.01 - $101.02 $144K - $175K
41K $3.68M
MSFT
Microsoft Corp

Technology
1.33K
+ 7.48%
$375.39 - $447.2 $500K - $596K
19.1K $7.18M
AMZN
Amazon Com Inc

Consumer Cyclical
667
+ 3.69%
$190.26 - $242.06 $127K - $161K
18.8K $3.57M
NVDA
Nvidia Corp

Technology
1.13K
+ 3.69%
$106.98 - $149.43 $121K - $169K
31.7K $3.44M
Activity Summary
Buys All Purchases 45 New Holdings 8 Increased Positions 37 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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