$111 Million is the total value of Scissortail Wealth Management, LLC's 45 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR MSCI USA MIN VOL | 8 | Q3 2023 | 3.4% |
| JPMORGAN CHASE COMPANY | 8 | Q3 2023 | 5.0% |
| CISCO SYSTEMS INCORPORATED | 8 | Q3 2023 | 3.7% |
| COMCAST CORPORATION NEW CLASS A | 8 | Q3 2023 | 3.1% |
| CME GROUP INCORPORATED | 8 | Q3 2023 | 3.2% |
| VERIZON COMMUNICATIONS INCORPORATED | 8 | Q3 2023 | 2.6% |
| DEVON ENERGY CORPORATION NEW | 8 | Q3 2023 | 2.0% |
| ALPHABET INCORPORATED CAP STK CLASS C | 8 | Q3 2023 | 0.9% |
| EXXON MOBIL CORPORATION | 8 | Q3 2023 | 1.6% |
| VALERO ENERGY CORPORATION | 8 | Q3 2023 | 1.9% |
View Scissortail Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-20 |
| 13F-HR/A | 2023-05-05 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-19 |
| 13F-HR | 2022-08-12 |
View Scissortail Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.