Sarah Schmidt

@Scissortail Wealth Management, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$413,295.696

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CSCOCisco Systems Incorporated Recent Activity Exited	0%	$3.783M 79,635 shares@ $47.51 avg price	Exited
IXCIshares Tr Global Energ Etf Recent Activity Exited	0%	$3.55M 85,530 shares@ $41.51 avg price	Exited
HEFAIshares Tr Hdg Msci Eafe Recent Activity Exited	0%	$1.464M 41,186 shares@ $35.56 avg price	Exited
6742⤦Chord Energy Corporation Warrant Exp 111924 Recent Activity Exited	0%	$435,509 5,176 shares@ $84.15 avg price	Exited
DEDeere & Company Recent Activity Exited	0%	$267,145 715 shares@ $373.63 avg price	Exited
ETEnergy Transfer L P Com Ut Ltd Ptn Recent Activity Exited	0%	$264,856 16,329 shares@ $16.22 avg price	Exited
ENBEnbridge Incorporated Recent Activity Exited	0%	$255,536 7,180 shares@ $35.59 avg price	Exited
PFEPfizer Incorporated Recent Activity Exited	0%	$225,463 8,058 shares@ $27.99 avg price	Exited
NGLNgl Energy Partners Lp Com Unit Repst Recent Activity Exited	0%	$129,749 25,642 shares@ $5.07 avg price	Exited
6707⤦Nutex Health Incorporated Com New Recent Activity Exited	0%	$85,225 143,259 shares@ $0.6 avg price	Exited