Scissortail Wealth Management, LLC Incresed Positions in Q4 2024

Scissortail Wealth Management, LLC

  • $390 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.8K
+ 10057.32%
$113.92 - $127.38 $1.8M - $2.01M
15.9K $1.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.2K
+ 28635.23%
$71.75 - $75.11 $1.81M - $1.89M
25.3K $1.82M
OKE
Oneok Inc

Energy
18K
+ 94836.84%
$92.28 - $117.05 $1.66M - $2.11M
18K $1.81M
IBMO
Ishares Tr Ibonds December 202

ETFs
68.8K
+ 149602.17%
$25.4 - $25.62 $1.75M - $1.76M
68.9K $1.75M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
65.6K
+ 142619.56%
$26.55 - $26.67 $1.74M - $1.75M
65.7K $1.75M
UNH
Unitedhealth Group Inc

Healthcare
3.23K
+ 53883.33%
$485.52 - $625.25 $1.57M - $2.02M
3.24K $1.64M
MBB
Ishares Tr

ETFs
17.4K
+ 18865.22%
$91.26 - $95.82 $1.58M - $1.66M
17.4K $1.6M
DVN
Devon Energy Corp

Energy
47.1K
+ 11566.83%
$30.52 - $42.96 $1.44M - $2.02M
47.5K $1.55M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
54.2K
+ 61644.32%
$24.82 - $25.48 $1.35M - $1.38M
54.3K $1.35M
CMCSA
Comcast Corp

Communication Services
32.3K
+ 8267.77%
$37.39 - $45.14 $1.21M - $1.46M
32.7K $1.23M
MA
Mastercard Inc

Financial Services
2.22K
+ 73900.0%
$491.3 - $536.15 $1.09M - $1.19M
2.22K $1.17M
GOOG
Alphabet Inc.

Communication Services
5.88K
+ 53418.18%
$163.08 - $198.16 $958K - $1.16M
5.89K $1.12M
DMAR
First Tr Ex Tr Viii Cboe Vest
29.3K
+ 18755.77%
$37.14 - $38.49 $1.09M - $1.13M
29.4K $1.12M
IFRA
Ishares Tr

ETFs
23.6K
+ 5924.06%
$45.94 - $51.71 $1.09M - $1.22M
24K $1.11M
IEMG
Ishares Inc

ETFs
19.7K
+ 4853.83%
N/A
20.1K $1.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.87K
+ 26742.86%
$521.84 - $558.82 $977K - $1.05M
1.88K $1.01M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.12K
+ 312100.0%
$311.11 - $335.64 $971K - $1.05M
3.12K $1.01M
GOOGL
Alphabet Inc.

Communication Services
5.13K
+ 28505.56%
$161.86 - $196.66 $831K - $1.01M
5.15K $974K
V
Visa Inc.

Financial Services
2.89K
+ 16033.33%
$273.87 - $320.91 $790K - $926K
2.9K $917K
AXP
American Express CO

Financial Services
3.01K
+ 100466.67%
$267.35 - $305.57 $806K - $921K
3.02K $895K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
33.1K
+ 67648.98%
$24.94 - $26.14 $827K - $866K
33.2K $829K
LOW
Lowes Companies Inc

Consumer Cyclical
3.15K
+ 105066.67%
$244.52 - $284.07 $771K - $895K
3.16K $778K
WMB
Williams Companies, Inc.

Energy
13.9K
+ 86925.0%
$46.37 - $59.74 $645K - $831K
13.9K $753K
OGE
Oge Energy Corp.

Utilities
18K
+ 224487.5%
$39.65 - $44.08 $712K - $792K
18K $741K
CVX
Chevron Corp

Energy
5.02K
+ 23923.81%
$141.15 - $162.53 $709K - $817K
5.05K $730K
VGT
Vanguard Information Technolog

ETFs
1.14K
+ 57000.0%
$571.78 - $647.97 $652K - $739K
1.14K $710K
SFNC
Simmons First National Corp

Financial Services
31.4K
+ 1045033.31%
$21.01 - $25.53 $659K - $800K
31.4K $695K
PG
Procter & Gamble CO

Consumer Defensive
4.11K
+ 19561.9%
$161.05 - $179.7 $662K - $738K
4.13K $692K
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.24K
+ 15412.77%
$83.09 - $89.28 $602K - $647K
7.29K $619K
WAT
Waters Corp

Healthcare
1.63K
+ 40650.0%
$323.11 - $392.01 $525K - $637K
1.63K $604K
XOM
Exxon Mobil Corp

Energy
5.46K
+ 34106.25%
$105.51 - $125.37 $576K - $684K
5.47K $588K
INTU
Intuit Inc

Technology
788
+ 8755.56%
$602.01 - $706.25 $474K - $557K
797 $500K
META
Meta Platforms, Inc.

Communication Services
829
+ 6376.92%
$554.08 - $632.68 $459K - $524K
842 $496K
COST
Costco Wholesale Corp

Consumer Defensive
518
+ 4709.09%
$873.59 - $994.69 $453K - $515K
529 $484K
LLY
Eli Lilly & CO

Healthcare
583
+ 11660.0%
$727.2 - $932.06 $424K - $543K
588 $453K
HP
Helmerich & Payne, Inc.

Energy
14K
+ 232833.33%
$30.3 - $36.81 $423K - $514K
14K $447K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.16K
+ 143200.0%
$61.68 - $67.87 $442K - $486K
7.17K $446K
CRM
Salesforce, Inc.

Technology
1.22K
+ 10166.67%
$270.87 - $367.87 $330K - $449K
1.23K $411K
SPY
Spdr S&P 500 ETF Trust

ETFs
633
+ 15825.0%
$567.81 - $607.81 $359K - $385K
637 $373K
URI
United Rentals, Inc.

Industrials
499
+ 49900.0%
$704.44 - $880.32 $352K - $439K
500 $352K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.28K
+ 21893.33%
$106.33 - $110.69 $349K - $364K
3.3K $351K
IBM
International Business Machines Corp

Technology
1.52K
+ 18987.5%
$204.9 - $238.04 $311K - $362K
1.53K $335K
OXY
Occidental Petroleum Corp

Energy
6.35K
+ 79362.5%
$45.36 - $55.91 $288K - $355K
6.36K $314K
HON
Honeywell International Inc

Industrials
1.32K
+ 21950.0%
$202.84 - $236.0 $267K - $311K
1.32K $298K
GS
Goldman Sachs Group Inc

Financial Services
498
+ 24900.0%
$486.1 - $608.57 $242K - $303K
500 $286K
TT
Trane Technologies PLC

Industrials
764
+ 25466.67%
$369.35 - $419.14 $282K - $320K
767 $283K
CSX
Csx Corp

Industrials
8.52K
+ 85220.0%
$31.58 - $36.88 $269K - $314K
8.53K $275K
YUM
Yum Brands Inc

Consumer Cyclical
2.03K
+ 33833.33%
$130.36 - $139.54 $265K - $283K
2.04K $273K
VLO
Valero Energy Corp

Energy
2.21K
+ 31557.14%
$118.59 - $144.02 $262K - $318K
2.22K $271K
Activity Summary
Buys All Purchases 123 New Holdings 7 Increased Positions 116 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Scissortail Wealth Management, LLC Portfolio

Follow Scissortail Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Scissortail Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scissortail Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email