Scissortail Wealth Management, LLC Reduced Holdings in Q3 2024

Scissortail Wealth Management, LLC

  • $3.47 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DRI
Darden Restaurants Inc

Consumer Cyclical
-11.9K
- 96.86%
$138.06 - $172.74 $1.65M - $2.06M
386 $63K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16.7K
- 99.07%
$105.53 - $118.34 $1.76M - $1.98M
157 $18K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-24.7K
- 99.64%
$71.45 - $75.64 $1.76M - $1.87M
88 $6K
MUB
Ishares National Muni Bond ETF

ETFs
-14.8K
- 99.67%
$106.13 - $108.7 $1.57M - $1.61M
49 $5K
MBB
Ishares Tr

ETFs
-17.1K
- 99.46%
$90.85 - $96.66 $1.55M - $1.65M
92 $8K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-25.5K
- 98.46%
$56.04 - $62.99 $1.43M - $1.61M
400 $24K
IBMO
Ishares Tr Ibonds December 202

ETFs
-56.5K
- 99.92%
$25.26 - $25.66 $1.43M - $1.45M
46 $1K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-53.8K
- 99.91%
$26.42 - $26.67 $1.42M - $1.43M
46 $1K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-56.9K
- 99.85%
$24.62 - $25.59 $1.4M - $1.46M
88 $2K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-50.2K
- 99.82%
$22.55 - $23.1 $1.13M - $1.16M
89 $2K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.98K
- 99.65%
$475.2 - $527.7 $942K - $1.05M
7 $3K
MA
Mastercard Inc

Financial Services
-2.22K
- 99.86%
$429.6 - $500.99 $952K - $1.11M
3 $1K
IEMG
Ishares Inc

ETFs
-18.2K
- 97.82%
$53.64 - $53.64 $977K - $977K
405 $21K
CVX
Chevron Corp

Energy
-6.02K
- 99.65%
$137.88 - $161.97 $831K - $976K
21 $3K
IFRA
Ishares Tr

ETFs
-22.3K
- 98.24%
$41.55 - $46.97 $928K - $1.05M
399 $18K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.12K
- 99.97%
$283.28 - $314.39 $884K - $981K
1 $0
GOOGL
Alphabet Inc.

Communication Services
-4.83K
- 99.63%
$148.65 - $191.18 $718K - $923K
18 $2K
XOM
Exxon Mobil Corp

Energy
-6.79K
- 99.76%
$109.72 - $119.0 $745K - $808K
16 $1K
TIP
Ishares Tr Tips Bd ETF

ETFs
-6.89K
- 99.78%
$105.92 - $110.83 $730K - $764K
15 $1K
V
Visa Inc.

Financial Services
-2.7K
- 99.34%
$253.74 - $291.56 $686K - $788K
18 $4K
AXP
American Express CO

Financial Services
-3K
- 99.9%
$225.92 - $271.17 $677K - $813K
3 $0
LOW
Lowes Companies Inc

Consumer Cyclical
-3.14K
- 99.9%
$213.3 - $270.78 $669K - $849K
3 $0
PG
Procter & Gamble CO

Consumer Defensive
-4.04K
- 99.48%
$160.76 - $177.82 $649K - $718K
21 $3K
VGT
Vanguard Information Technolog

ETFs
-1.14K
- 99.83%
$514.43 - $606.85 $587K - $692K
2 $1K
WMB
Williams Companies, Inc.

Energy
-15.3K
- 99.9%
$41.24 - $46.22 $630K - $707K
16 $0
OGE
Oge Energy Corp.

Utilities
-18K
- 99.96%
$35.12 - $41.18 $631K - $740K
8 $0
SFNC
Simmons First National Corp

Financial Services
-31.4K
- 99.99%
$17.05 - $22.07 $535K - $692K
3 $0
OXY
Occidental Petroleum Corp

Energy
-8.02K
- 99.9%
$49.91 - $63.73 $400K - $511K
8 $0
HP
Helmerich & Payne, Inc.

Energy
-14K
- 99.96%
$29.65 - $41.17 $414K - $575K
6 $0
OKE
Oneok Inc

Energy
-5.99K
- 99.68%
$78.62 - $95.27 $471K - $571K
19 $1K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-6.16K
- 99.24%
$77.24 - $83.67 $476K - $515K
47 $3K
WAT
Waters Corp

Healthcare
-1.63K
- 99.75%
$282.7 - $359.89 $460K - $585K
4 $1K
LLY
Eli Lilly & CO

Healthcare
-502
- 99.01%
$772.14 - $960.02 $388K - $482K
5 $4K
COST
Costco Wholesale Corp

Consumer Defensive
-515
- 97.91%
$801.83 - $917.05 $413K - $472K
11 $9K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.37K
- 99.93%
$57.32 - $62.65 $422K - $462K
5 $0
META
Meta Platforms, Inc.

Communication Services
-701
- 98.18%
$453.41 - $572.44 $318K - $401K
13 $7K
VLO
Valero Energy Corp

Energy
-2.21K
- 99.68%
$132.81 - $163.48 $293K - $361K
7 $0
CRM
Salesforce, Inc.

Technology
-1.26K
- 99.05%
$238.42 - $276.53 $300K - $348K
12 $3K
URI
United Rentals, Inc.

Industrials
-499
- 99.8%
$627.41 - $814.1 $313K - $406K
1 $0
YUM
Yum Brands Inc

Consumer Cyclical
-2.29K
- 99.74%
$125.95 - $139.96 $288K - $320K
6 $0
ABBV
Abb Vie Inc.

Healthcare
-1.7K
- 99.3%
$163.84 - $199.33 $278K - $338K
12 $2K
CSX
Csx Corp

Industrials
-8.59K
- 99.88%
$32.48 - $35.45 $279K - $305K
10 $0
IBM
International Business Machines Corp

Technology
-1.62K
- 99.51%
$175.1 - $223.38 $283K - $362K
8 $1K
HON
Honeywell International Inc

Industrials
-1.27K
- 99.53%
$196.73 - $220.21 $251K - $281K
6 $1K
GS
Goldman Sachs Group Inc

Financial Services
-557
- 99.64%
$459.02 - $510.25 $256K - $284K
2 $0
TXN
Texas Instruments Inc

Technology
-1.29K
- 99.31%
$194.6 - $194.6 $250K - $250K
9 $1K
MTD
Mettler Toledo International Inc

Healthcare
-173
- 98.86%
$1308.0 - $1521.03 $226K - $263K
2 $2K
MRO
Marathon Oil Corp

Energy
-8.17K
- 99.98%
$25.87 - $29.26 $211K - $239K
2 $0
KO
Coca Cola CO

Consumer Defensive
-3.63K
- 99.51%
$62.69 - $73.01 $227K - $265K
18 $1K
Activity Summary
Buys All Purchases 12 New Holdings 12 Increased Positions 0 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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