Scissortail Wealth Management, LLC Reduced Holdings in Q1 2025

Scissortail Wealth Management, LLC

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-21.7K
- 15.76%
$271.18 - $303.12 $5.9M - $6.59M
116K $31.9M
AVGO
Broadcom Inc.

Technology
-3.35K
- 9.07%
$167.43 - $244.7 $561K - $820K
33.6K $5.62M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.92K
- 14.62%
$554.06 - $615.85 $2.17M - $2.42M
22.9K $12.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.49K
- 18.62%
$468.34 - $539.52 $1.63M - $1.88M
15.3K $7.15M
AAPL
Apple Inc.

Technology
-2.5K
- 4.62%
$209.68 - $247.1 $524K - $618K
51.6K $11.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.75K
- 1.88%
$92.45 - $106.69 $347K - $400K
196K $18.2M
EFG
Msci Eafe Growth ETF

ETFs
-14.3K
- 34.57%
$96.1 - $106.37 $1.37M - $1.52M
27.1K $2.71M
ETN
Eaton Corp PLC

Industrials
-757
- 4.7%
$271.83 - $371.23 $206K - $281K
15.3K $4.17M
WMT
Walmart Inc.

Consumer Defensive
-8.38K
- 8.26%
$84.5 - $105.05 $708K - $880K
93K $8.17M
EFV
Msci Eafe Value ETF

ETFs
-26.1K
- 27.51%
$51.88 - $60.73 $1.35M - $1.58M
68.7K $4.05M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.56K
- 0.76%
$48.06 - $53.73 $75.1K - $83.9K
203K $9.88M
HD
Home Depot, Inc.

Consumer Cyclical
-648
- 4.47%
$347.25 - $424.87 $225K - $275K
13.9K $5.08M
MSI
Motorola Solutions, Inc.

Technology
-238
- 1.9%
$411.73 - $482.1 $98K - $115K
12.3K $5.37M
BBY
Best Buy CO Inc

Consumer Cyclical
-640
- 2.66%
$70.3 - $91.1 $45K - $58.3K
23.4K $1.72M
OKE
Oneok Inc

Energy
-2.28K
- 12.64%
$89.57 - $109.85 $204K - $250K
15.8K $1.56M
MUB
Ishares National Muni Bond ETF

ETFs
-1.98K
- 11.29%
$104.71 - $107.69 $207K - $213K
15.6K $1.64M
GOOGL
Alphabet Inc.

Communication Services
-284
- 5.52%
$154.33 - $206.19 $43.8K - $58.6K
4.87K $752K
FIS
Fidelity National Information Services, Inc.

Technology
-151
- 0.48%
$68.12 - $83.42 $10.3K - $12.6K
31.6K $2.36M
INTU
Intuit Inc

Technology
-250
- 31.37%
$555.63 - $630.23 $139K - $158K
547 $335K
PG
Procter & Gamble CO

Consumer Defensive
-984
- 23.83%
$158.56 - $176.26 $156K - $173K
3.15K $535K
XOM
Exxon Mobil Corp

Energy
-1.7K
- 31.12%
$105.44 - $118.93 $180K - $203K
3.77K $448K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.47K
- 20.15%
$83.18 - $89.27 $122K - $131K
5.82K $486K
IBMO
Ishares Tr Ibonds December 202

ETFs
-3.96K
- 5.75%
$25.45 - $25.6 $101K - $101K
64.9K $1.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-975
- 18.17%
$442.66 - $534.52 $432K - $521K
4.39K $2.34M
VGT
Vanguard Information Technolog

ETFs
-2
- 0.18%
$542.38 - $646.34 $1.08K - $1.29K
1.14K $618K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.49K
- 5.32%
$26.63 - $26.75 $93K - $93.4K
62.2K $1.66M
V
Visa Inc.

Financial Services
-490
- 16.87%
$306.92 - $362.71 $150K - $178K
2.41K $846K
COST
Costco Wholesale Corp

Consumer Defensive
-90
- 17.01%
$890.62 - $1076.86 $80.2K - $96.9K
439 $415K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-3.19K
- 5.88%
$24.79 - $25.26 $79.2K - $80.7K
51.1K $1.29M
NGL
Ngl Energy Partners LP

Energy
-900
- 6.36%
$4.28 - $5.62 $3.85K - $5.06K
13.2K $60K
MTD
Mettler Toledo International Inc

Healthcare
-1
- 0.57%
$1177.09 - $1390.0 $1.18K - $1.39K
174 $205K
JPM
Jpmorgan Chase & CO

Financial Services
-669
- 2.37%
$225.19 - $279.95 $151K - $187K
27.6K $6.76M
Nutex Health Incorporated
-1.5K
- 15.43%
N/A
8.22K $0
CTVA
Corteva, Inc.

Basic Materials
-123
- 3.41%
$55.94 - $66.15 $6.88K - $8.14K
3.49K $219K
YUM
Yum Brands Inc

Consumer Cyclical
-140
- 6.88%
$123.25 - $162.53 $17.3K - $22.8K
1.9K $298K
KO
Coca Cola CO

Consumer Defensive
-100
- 2.75%
$60.81 - $72.32 $6.08K - $7.23K
3.53K $252K
CTRA
Coterra Energy Inc.

Energy
-120
- 1.37%
$25.51 - $29.83 $3.06K - $3.58K
8.64K $249K
JCI
Johnson Controls International PLC

Industrials
-22
- 0.04%
$76.12 - $90.6 $1.67K - $1.99K
61.9K $4.96M
WMB
Williams Companies, Inc.

Energy
-88
- 0.63%
$54.02 - $61.09 $4.75K - $5.38K
13.8K $826K
COP
Conocophillips

Energy
-2.05K
- 2.86%
$88.6 - $105.85 $182K - $217K
69.8K $7.33M
DRI
Darden Restaurants Inc

Consumer Cyclical
-129
- 1.0%
$180.02 - $208.56 $23.2K - $26.9K
12.8K $2.65M
CB
Chubb LTD

Financial Services
-332
- 1.72%
$257.71 - $301.99 $85.6K - $100K
19K $5.74M
PSX
Phillips 66

Energy
-143
- 0.3%
$113.93 - $131.55 $16.3K - $18.8K
48.1K $5.95M
CME
Cme Group Inc.

Financial Services
-104
- 0.49%
$225.82 - $266.54 $23.5K - $27.7K
21.1K $5.6M
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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