Scissortail Wealth Management, LLC Portfolio Holdings
Scissortail Wealth Management, LLC
- $390 Million
- Q4 2024
Scissortail Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $390 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $40M, Ishares S&P 500 Growth ETF with a value of $20.3M, Ishares Core S&P 500 ETF with a value of $15.8M, Apple Inc. with a value of $13.5M, and Ishares Msci Usa Quality Facto with a value of $13.4M.
Examining the 13F form we can see an increase of $387M in the current position value, from $3.47M to 390M.
Scissortail Wealth Management, LLC is based out at Tulsa, OK
Below you can find more details about Scissortail Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 123
- Current Value $390 Million
- Prior Value $3.47 Million
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 7 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks