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Sarah Schmidt

@Scissortail Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$413,295.696Total holdings125
Assets growth rate-99.89%Assets growth rate (2-Q avg)-48.1%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Scissortail Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Scissortail Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 413,295.696 in assets, with a quarterly growth rate of -99.89% and a 2-quarter average growth rate of -48.1%. The portfolio is managed by Sarah Schmidt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
New Position
2.16%
$8,918.689
820 shares@ $10.88 avg price
ADIAnalog Devices Inc
Recent Activity
New Position
0.91%
$3,744.897
381 shares@ $9.83 avg price
FISFidelity Natl Information Sv
Recent Activity
New Position
0.66%
$2,719.687
377 shares@ $7.22 avg price
SPABSpdr Ser Tr
Recent Activity
New Position
0.22%
$868.635
49 shares@ $17.73 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.13%
$510.426
2 shares@ $255.22 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
0.08%
$313.273
4 shares@ $78.32 avg price
HLIHoulihan Lokey Inc
Recent Activity
New Position
0.06%
$222.176
8 shares@ $27.78 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.06%
$214.131
9 shares@ $23.8 avg price
CTVACorteva Inc
Recent Activity
New Position
0.06%
$212.173
5 shares@ $42.44 avg price
NUTXNutex Health Inc
Recent Activity
New Position
0.06%
$210.924
2 shares@ $105.47 avg price