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)

StockValue
RYNRAYONIER INC
$817K
BRK-BBERKSHIRE HATHAWAY INC DEL
$798K
PSTGPURE STORAGE INC
$782K
CVXCHEVRON CORP NEW
$770K
HIGHARTFORD INSURANCE GROUP INC
$768K
VNQVANGUARD INDEX FDS
$766K
ANETARISTA NETWORKS INC
$734K
BNDXVANGUARD CHARLOTTE FDS
$681K
SLBSCHLUMBERGER LTD
$672K
DESWISDOMTREE TR
$660K
FANGDIAMONDBACK ENERGY INC
$644K
DDDUPONT DE NEMOURS INC
$643K
IWDISHARES TR
$626K
IWRISHARES TR
$600K
HESHESS CORP
$587K
VGTVANGUARD WORLD FD
$568K
GEVGE VERNOVA INC
$566K
MRKMERCK & CO INC
$553K
IQVIQVIA HLDGS INC
$546K
PGPROCTER AND GAMBLE CO
$539K
NVONOVO-NORDISK A S
$529K
GOOGALPHABET INC
$527K
VONVVANGUARD SCOTTSDALE FDS
$486K
VVISA INC
$482K
KOCOCA COLA CO
$470K
LLYELI LILLY & CO
$463K
YUMYUM BRANDS INC
$459K
IEMGISHARES INC
$454K
VTHRVANGUARD SCOTTSDALE FDS
$446K
HDHOME DEPOT INC
$443K
RJFRAYMOND JAMES FINL INC
$440K
DEDEERE & CO
$434K
VONGVANGUARD SCOTTSDALE FDS
$432K
COPCONOCOPHILLIPS
$427K
VOOGVANGUARD ADMIRAL FDS INC
$425K
ONONON HLDG AG
$402K
FISVFISERV INC
$384K
NKENIKE INC
$380K
EVREVERCORE INC
$370K
SPLVINVESCO EXCH TRADED FD TR II
$350K
SCZISHARES TR
$350K
DOWDOW INC
$344K
DFIVDIMENSIONAL ETF TRUST
$333K
TSLATESLA INC
$333K
IBMINTERNATIONAL BUSINESS MACHS
$331K
MNSTMONSTER BEVERAGE CORP NEW
$329K
IYWISHARES TR
$309K
ADPAUTOMATIC DATA PROCESSING IN
$309K
CITHE CIGNA GROUP
$300K
DFASDIMENSIONAL ETF TRUST
$286K
CRKCOMSTOCK RES INC
$282K
DOVDOVER CORP
$264K
FDLFIRST TR MORNINGSTAR DIVID L
$263K
BDXBECTON DICKINSON & CO
$258K
XLESELECT SECTOR SPDR TR
$252K
VVXV2X INC
$247K
LRGFISHARES TR
$246K
4I1PHILIP MORRIS INTL INC
$240K
IUSGISHARES TR
$234K
VOTVANGUARD INDEX FDS
$234K
QCOMQUALCOMM INC
$233K
VMCVULCAN MATLS CO
$233K
VOEVANGUARD INDEX FDS
$228K
VOOVVANGUARD ADMIRAL FDS INC
$226K
PFEPFIZER INC
$223K
CFRCULLEN FROST BANKERS INC
$217K
CTVACORTEVA INC
$216K
AMTMAMENTUM HOLDINGS INC
$213K
HDEFDBX ETF TR
$209K
IUSBISHARES TR
$207K
FTVFORTIVE CORP
$203K
BKLCBNY MELLON ETF TRUST
$203K
ORCLORACLE CORP
$202K
GEGE AEROSPACE
$195K
IWPISHARES TR
$189K
SYLDCAMBRIA ETF TR
$188K
BMYBRISTOL-MYERS SQUIBB CO
$188K
SCHASCHWAB STRATEGIC TR
$183K
VMBSVANGUARD SCOTTSDALE FDS
$182K
PWRQUANTA SVCS INC
$176K
MKLMARKEL GROUP INC
$170K
VYMIVANGUARD WHITEHALL FDS
$170K
DONSPDR DOW JONES INDL AVERAGE
$162K
SCHHSCHWAB STRATEGIC TR
$161K
MCKMCKESSON CORP
$159K
BACVERIZON COMMUNICATIONS INC
$158K
CATCATERPILLAR INC
$157K
PRUPRUDENTIAL FINL INC
$156K
MDLZMONDELEZ INTL INC
$152K
SBUXSTARBUCKS CORP
$151K
MOALTRIA GROUP INC
$146K
AMLPALPS ETF TR
$145K
WFCWELLS FARGO CO NEW
$139K
FTECFIDELITY COVINGTON TRUST
$139K
IYRISHARES TR
$122K
PRFINVESCO EXCHANGE TRADED FD T
$121K
SPGIS&P GLOBAL INC
$121K
IWYISHARES TR
$120K
SHELSHELL PLC
$118K
ISRGINTUITIVE SURGICAL INC
$116K
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