Sponsored
The Analysis of Scissortail Wealth Management, LLC's Holdings & P&L
Currently, Scissortail Wealth Management, LLC holds 115 types of securities in its portfolio with a total value $497.6M. In the most recent quarter, they have increased their positions in AGG (+198.9K shares, valued at $19.7M), IBHI (+425.8K shares, valued at $9.9M), IVE (+44.7K shares, valued at $9.4M); decreased their positions in VTI (-12.9K shares, valued at $4.1M), EFV (-49.5K shares, valued at $3.7M), N/A (-11.3K shares, valued at $3.5M); initiated new positions in AGG (+198.9K shares, valued at $19.7M), CORO (+274.1K shares, valued at $8.8M), ZTS (+40.1K shares, valued at $4.7M).
1M P&L
+10.2M+2.09%
3M P&L
+11.0M+2.24%
HY P&L
+28.1M+5.95%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A277.0M
59.2%
2Oil & Gas Refining & Marketing17.0M
3.6%
3Consumer Electronics13.6M
2.9%
Top Industries by Stock Count
1N/A34 stocks
31.8%
2Oil & Gas E&P5 stocks
4.7%
3Semiconductors4 stocks
3.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
Sponsored
VTI
-10.59%VANGUARD INDEX FDS
Shares108.6K
Event2026-03-31
Filed2026-04-23
IVE
67.45%ISHARES TR
Shares111.0K
Event2026-03-31
Filed2026-04-23
DYNF
11.74%BLACKROCK ETF TRUST
Shares356.2K
Event2026-03-31
Filed2026-04-23
IVW
-8.52%ISHARES TR
Shares176.2K
Event2026-03-31
Filed2026-04-23
AGG
NewISHARES TR
Shares198.9K
Event2026-03-31
Filed2026-04-23
VEU
-4.08%VANGUARD INTL EQUITY INDEX F
Shares211.2K
Event2026-03-31
Filed2026-04-23
BINC
13.95%BLACKROCK ETF TRUST II
Shares276.0K
Event2026-03-31
Filed2026-04-23
IBTG
16.54%ISHARES TR
Shares613.1K
Event2026-03-31
Filed2026-04-23
AAPL
1.37%APPLE INC
Shares53.7K
Event2026-03-31
Filed2026-04-23
QUAL
-18.35%ISHARES TR
Shares66.3K
Event2026-03-31
Filed2026-04-23
IBTI
14.80%ISHARES TR
Shares518.2K
Event2026-03-31
Filed2026-04-23
INVESCO QQQ TR
-11.47%INVESCO QQQ TR
Shares19.7K
Event2026-03-31
Filed2026-04-23
IBHI
714.53%ISHARES TR
Shares485.4K
Event2026-03-31
Filed2026-04-23
MTUM
452.37%ISHARES TR
Shares44.5K
Event2026-03-31
Filed2026-04-23
WMT
-19.72%WALMART INC
Shares79.5K
Event2026-03-31
Filed2026-04-23
IVV
20.04%ISHARES TR
Shares14.3K
Event2026-03-31
Filed2026-04-23
COP
-1.49%CONOCOPHILLIPS
Shares68.2K
Event2026-03-31
Filed2026-04-23
CORO
NewBLACKROCK ETF TRUST
Shares274.1K
Event2026-03-31
Filed2026-04-23
PSX
-2.75%PHILLIPS 66
Shares46.2K
Event2026-03-31
Filed2026-04-23
MPC
1.69%MARATHON PETE CORP
Shares33.0K
Event2026-03-31
Filed2026-04-23
JCI
-4.98%JOHNSON CONTROLS INTERNATION
Shares60.3K
Event2026-03-31
Filed2026-04-23
JNJ
0.58%JOHNSON & JOHNSON
Shares32.2K
Event2026-03-31
Filed2026-04-23
MSFT
7.24%MICROSOFT CORP
Shares20.5K
Event2026-03-31
Filed2026-04-23
BNDX
20.69%VANGUARD CHARLOTTE FDS
Shares156.4K
Event2026-03-31
Filed2026-04-23
JPM
-15.87%JPMORGAN CHASE & CO
Shares23.4K
Event2026-03-31
Filed2026-04-23
CB
1.49%CHUBB LTD SWITZ
Shares20.6K
Event2026-03-31
Filed2026-04-23
CME
0.97%CME GROUP INC
Shares22.3K
Event2026-03-31
Filed2026-04-23
AMZN
0.13%AMAZON COM INC
Shares30.9K
Event2026-03-31
Filed2026-04-23
ADI
0.88%ANALOG DEVICES INC
Shares20.1K
Event2026-03-31
Filed2026-04-23
BROADCOM INC
-35.70%BROADCOM INC
Shares20.3K
Event2026-03-31
Filed2026-04-23
VZ
4.91%VERIZON COMMUNICATIONS INC
Shares123.3K
Event2026-03-31
Filed2026-04-23
EATON CORP PLC
2.81%EATON CORP PLC
Shares16.5K
Event2026-03-31
Filed2026-04-23
MSI
3.17%MOTOROLA SOLUTIONS INC
Shares13.6K
Event2026-03-31
Filed2026-04-23
UNP
7.00%UNION PAC CORP
Shares23.6K
Event2026-03-31
Filed2026-04-23
NVDA
2.78%NVIDIA CORPORATION
Shares31.8K
Event2026-03-31
Filed2026-04-23
HD
7.29%HOME DEPOT INC
Shares16.1K
Event2026-03-31
Filed2026-04-23
APD
9.94%AIR PRODUCTS AND CHEMICALS I
Shares17.9K
Event2026-03-31
Filed2026-04-23
ZTS
NewZOETIS INC
Shares40.1K
Event2026-03-31
Filed2026-04-23
ABBV
14.31%ABBVIE INC
Shares19.4K
Event2026-03-31
Filed2026-04-23
VWOB
11.13%VANGUARD WHITEHALL FDS
Shares61.3K
Event2026-03-31
Filed2026-04-23
IBHF
16.59%ISHARES TR
Shares172.8K
Event2026-03-31
Filed2026-04-23
BND
73.86%VANGUARD BD INDEX FDS
Shares53.5K
Event2026-03-31
Filed2026-04-23
UNH
NewUNITEDHEALTH GROUP INC
Shares13.2K
Event2026-03-31
Filed2026-04-23
ETR
26.94%ENTERGY CORP NEW
Shares31.0K
Event2026-03-31
Filed2026-04-23
EFV
-51.40%ISHARES TR
Shares46.8K
Event2026-03-31
Filed2026-04-23
THRO
6.38%BLACKROCK ETF TRUST
Shares93.4K
Event2026-03-31
Filed2026-04-23
IEMG
-40.37%ISHARES INC
Shares48.4K
Event2026-03-31
Filed2026-04-23
IBDR
18.04%ISHARES TR
Shares136.0K
Event2026-03-31
Filed2026-04-23
DVN
13.93%DEVON ENERGY CORP NEW
Shares62.1K
Event2026-03-31
Filed2026-04-23
HCA
-1.54%HCA HEALTHCARE INC
Shares6.4K
Event2026-03-31
Filed2026-04-23
DRI
4.86%DARDEN RESTAURANTS INC
Shares14.3K
Event2026-03-31
Filed2026-04-23
SHLD
21.93%GLOBAL X FDS
Shares36.2K
Event2026-03-31
Filed2026-04-23
BERKSHIRE HATHAWAY INC DEL
-1.04%BERKSHIRE HATHAWAY INC DEL
Shares4.9K
Event2026-03-31
Filed2026-04-23
CMCSA
21.88%COMCAST CORP NEW
Shares71.8K
Event2026-03-31
Filed2026-04-23
SPAB
56.19%SPDR SERIES TRUST
Shares79.8K
Event2026-03-31
Filed2026-04-23
BBY
13.44%BEST BUY INC
Shares30.1K
Event2026-03-31
Filed2026-04-23
MBB
NewISHARES TR
Shares18.2K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
0.34%ALPHABET INC
Shares5.9K
Event2026-03-31
Filed2026-04-23
IBTH
16.99%ISHARES TR
Shares73.4K
Event2026-03-31
Filed2026-04-23
FIS
9.77%FIDELITY NATL INFORMATION SV
Shares35.0K
Event2026-03-31
Filed2026-04-23
IBDT
16.56%ISHARES TR
Shares64.8K
Event2026-03-31
Filed2026-04-23
OKE
-5.33%ONEOK INC NEW
Shares17.8K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
3.95%ALPHABET INC
Shares5.3K
Event2026-03-31
Filed2026-04-23
ICVT
200.41%ISHARES TR
Shares14.5K
Event2026-03-31
Filed2026-04-23
STIP
NewISHARES TR
Shares13.7K
Event2026-03-31
Filed2026-04-23
IBMO
5.32%ISHARES TR
Shares53.4K
Event2026-03-31
Filed2026-04-23
INTU
0.00%INTUIT
Shares2.6K
Event2026-03-31
Filed2026-04-23
MA
0.00%MASTERCARD INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-04-23
CVX
-1.42%CHEVRON CORPORATION
Shares5.2K
Event2026-03-31
Filed2026-04-23
WMB
0.00%WILLIAMS COS INC
Shares13.1K
Event2026-03-31
Filed2026-04-23
FMB
NewFIRST TR EXCH TRADED FD III
Shares18.6K
Event2026-03-31
Filed2026-04-23
AXP
0.00%AMERICAN EXPRESS CO
Shares3.0K
Event2026-03-31
Filed2026-04-23
XOM
-10.30%EXXON MOBIL CORP
Shares5.2K
Event2026-03-31
Filed2026-04-23
VGT
0.00%VANGUARD WORLD FD
Shares1.2K
Event2026-03-31
Filed2026-04-23
LOW
0.00%LOWES COS INC
Shares3.2K
Event2026-03-31
Filed2026-04-23
V
0.00%VISA INC
Shares2.4K
Event2026-03-31
Filed2026-04-23
META
35.22%META PLATFORMS INC
Shares1.3K
Event2026-03-31
Filed2026-04-23
HIMU
NewBLACKROCK ETF TRUST II
Shares14.0K
Event2026-03-31
Filed2026-04-23
IBM
99.06%INTERNATIONAL BUSINESS MACHS
Shares2.5K
Event2026-03-31
Filed2026-04-23
VLO
0.00%VALERO ENERGY CORP
Shares2.2K
Event2026-03-31
Filed2026-04-23
HP
4.40%HELMERICH & PAYNE INC
Shares14.7K
Event2026-03-31
Filed2026-04-23
WAT
0.00%WATERS CORP
Shares1.6K
Event2026-03-31
Filed2026-04-23
PG
-0.03%PROCTER & GAMBLE CO
Shares3.1K
Event2026-03-31
Filed2026-04-23
CHRD
0.00%CHORD ENERGY CORPORATION
Shares3.2K
Event2026-03-31
Filed2026-04-23
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares439
Event2026-03-31
Filed2026-04-23
GS
0.00%GOLDMAN SACHS GROUP INC
Shares500
Event2026-03-31
Filed2026-04-23
SPY
0.94%STATE STR SPDR S&P 500 ETF T
Shares643
Event2026-03-31
Filed2026-04-23
INSM
0.00%INSMED INC
Shares2.5K
Event2026-03-31
Filed2026-04-23
AEP
NewAMERICAN ELEC PWR CO INC
Shares3.0K
Event2026-03-31
Filed2026-04-23
OXY
0.00%OCCIDENTAL PETE CORP
Shares6.0K
Event2026-03-31
Filed2026-04-23
PLTR
5.30%PALANTIR TECHNOLOGIES INC
Shares2.6K
Event2026-03-31
Filed2026-04-23
URI
0.00%UNITED RENTALS INC
Shares500
Event2026-03-31
Filed2026-04-23
GE AEROSPACE
0.00%GE AEROSPACE
Shares1.3K
Event2026-03-31
Filed2026-04-23
ATO
0.00%ATMOS ENERGY CORP
Shares1.8K
Event2026-03-31
Filed2026-04-23
TT
0.00%TRANE TECHNOLOGIES PLC
Shares767
Event2026-03-31
Filed2026-04-23
CSX
-5.82%CSX CORP
Shares7.7K
Event2026-03-31
Filed2026-04-23
CTRA
0.00%COTERRA ENERGY INC
Shares8.6K
Event2026-03-31
Filed2026-04-23
CTVA
0.00%CORTEVA INC
Shares3.5K
Event2026-03-31
Filed2026-04-23
PM
0.12%PHILIP MORRIS INTL INC
Shares1.7K
Event2026-03-31
Filed2026-04-23
GLW
NewCORNING INC
Shares2.1K
Event2026-03-31
Filed2026-04-23
CRWD
-2.20%CROWDSTRIKE HLDGS INC
Shares711
Event2026-03-31
Filed2026-04-23
XEL
0.00%XCEL ENERGY INC
Shares3.4K
Event2026-03-31
Filed2026-04-23
YUM
0.00%YUM BRANDS INC
Shares1.7K
Event2026-03-31
Filed2026-04-23
TSM
5.47%TAIWAN SEMICONDUCTOR MANUFAC
Shares791
Event2026-03-31
Filed2026-04-23
KO
0.00%COCA COLA CO
Shares3.5K
Event2026-03-31
Filed2026-04-23
BEP
NewBROOKFIELD RENEWABLE ENERGY
Shares8.0K
Event2026-03-31
Filed2026-04-23
RSG
0.00%REPUBLIC SVCS INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
NUTX
0.00%NUTEX HEALTH INC
Shares2.5K
Event2026-03-31
Filed2026-04-23
CRM
0.00%SALESFORCE INC
Shares1.2K
Event2026-03-31
Filed2026-04-23
TXN
0.00%TEXAS INSTRS INC
Shares1.2K
Event2026-03-31
Filed2026-04-23
MARVELL TECHNOLOGY INC
NewMARVELL TECHNOLOGY INC
Shares2.2K
Event2026-03-31
Filed2026-04-23
CAT
NewCATERPILLAR INC
Shares304
Event2026-03-31
Filed2026-04-23
NFLX
-6.02%NETFLIX INC.
Shares2.1K
Event2026-03-31
Filed2026-04-23
SAN
NewBANCO SANTANDER SA
Shares12.0K
Event2026-03-31
Filed2026-04-23
SLS
0.00%SELLAS LIFE SCIENCES GROUP I
Shares27.3K
Event2026-03-31
Filed2026-04-23
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available