BOK Financial Private Wealth, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.3B
Holdings
468
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (468 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $253.2M |
VUGVANGUARD INDEX FDS | $148.0M |
VTVVANGUARD INDEX FDS | $99.5M |
IJHISHARES TR | $80.3M |
VEAVANGUARD TAX-MANAGED FDS | $69.2M |
IWBISHARES TR | $67.4M |
VXUSVANGUARD STAR FDS | $65.9M |
IVVISHARES TR | $65.5M |
AQLTISHARES TR | $45.0M |
VOVANGUARD INDEX FDS | $40.1M |
IVWISHARES TR | $31.1M |
QUALISHARES TR | $25.6M |
IVEISHARES TR | $19.1M |
IJRISHARES TR | $18.7M |
AAPLAPPLE INC | $14.8M |
VBVANGUARD INDEX FDS | $12.5M |
VGSHVANGUARD SCOTTSDALE FDS | $9.8M |
EFVISHARES TR | $9.1M |
EFAISHARES TR | $8.0M |
AMZNAMAZON COM INC | $7.5M |
SCHFSCHWAB STRATEGIC TR | $6.5M |
GOOGLALPHABET INC | $5.9M |
MSFTMICROSOFT CORP | $5.8M |
EFGISHARES TR | $5.7M |
AVGOBROADCOM INC | $5.5M |
DFUVDIMENSIONAL ETF TRUST | $5.5M |
VWOVANGUARD INTL EQUITY INDEX F | $5.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.2M |
JPMJPMORGAN CHASE & CO. | $5.2M |
VTIVANGUARD INDEX FDS | $5.2M |
MAMASTERCARD INCORPORATED | $5.0M |
COSTCOSTCO WHSL CORP NEW | $4.9M |
ICSHISHARES TR | $4.4M |
SPYSPDR S&P 500 ETF TR | $4.3M |
VVVANGUARD INDEX FDS | $4.2M |
INTUINTUIT | $4.1M |
GQ9SPDR GOLD TR | $3.8M |
PANWPALO ALTO NETWORKS INC | $3.8M |
APHAMPHENOL CORP NEW | $3.5M |
AGGISHARES TR | $3.3M |
UNHUNITEDHEALTH GROUP INC | $3.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $3.2M |
IWMISHARES TR | $3.0M |
IWVISHARES TR | $2.8M |
DBEFDBX ETF TR | $2.6M |
CHDCHURCH & DWIGHT CO INC | $2.6M |
ACNACCENTURE PLC IRELAND | $2.5M |
PEPPEPSICO INC | $2.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.4M |
SCHXSCHWAB STRATEGIC TR | $2.3M |
HEFAISHARES TR | $2.2M |
SCHDSCHWAB STRATEGIC TR | $2.2M |
ECLECOLAB INC | $2.2M |
DWDMORGAN STANLEY | $2.2M |
VYMVANGUARD WHITEHALL FDS | $2.2M |
UNPUNION PAC CORP | $2.1M |
RSPINVESCO EXCHANGE TRADED FD T | $2.1M |
WMTWALMART INC | $2.1M |
SCHBSCHWAB STRATEGIC TR | $2.1M |
LOWLOWES COS INC | $2.1M |
BNDVANGUARD BD INDEX FDS | $2.1M |
XOMEXXON MOBIL CORP | $2.0M |
HONHONEYWELL INTL INC | $1.9M |
BROBROWN & BROWN INC | $1.9M |
XYLXYLEM INC | $1.7M |
TMUST-MOBILE US INC | $1.7M |
ZTSZOETIS INC | $1.6M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.6M |
IWFISHARES TR | $1.6M |
ABTABBOTT LABS | $1.5M |
ITTITT INC | $1.5M |
MCDMCDONALDS CORP | $1.5M |
SYKSTRYKER CORPORATION | $1.5M |
CSCOCISCO SYS INC | $1.5M |
AQLTISHARES TR | $1.5M |
JNJJOHNSON & JOHNSON | $1.4M |
KEYSKEYSIGHT TECHNOLOGIES INC | $1.4M |
EMREMERSON ELEC CO | $1.4M |
NVDANVIDIA CORPORATION | $1.4M |
VEUVANGUARD INTL EQUITY INDEX F | $1.3M |
CRMSALESFORCE INC | $1.3M |
JJACOBS SOLUTIONS INC | $1.3M |
TSCOTRACTOR SUPPLY CO | $1.2M |
CAHCARDINAL HEALTH INC | $1.1M |
MSIMOTOROLA SOLUTIONS INC | $1.1M |
CTRACOTERRA ENERGY INC | $1.1M |
DISDISNEY WALT CO | $1.1M |
WMWASTE MGMT INC DEL | $1.0M |
SDYSPDR SER TR | $1.0M |
IAU*ISHARES GOLD TR | $1.0M |
ABBVABBVIE INC | $998K |
ORLYOREILLY AUTOMOTIVE INC | $973K |
LHXL3HARRIS TECHNOLOGIES INC | $972K |
METAMETA PLATFORMS INC | $924K |
NDQINVESCO QQQ TR | $916K |
NOWSERVICENOW INC | $887K |
EWEDWARDS LIFESCIENCES CORP | $881K |
VRTXVERTEX PHARMACEUTICALS INC | $867K |
VIGVANGUARD SPECIALIZED FUNDS | $864K |
BLKBLACKROCK INC | $826K |
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