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
PGRPROGRESSIVE CORP
$116K
SPHQINVESCO EXCHANGE TRADED FD T
$116K
FNDXSCHWAB STRATEGIC TR
$115K
RPGINVESCO EXCHANGE TRADED FD T
$114K
DHSWISDOMTREE TR
$106K
PKSTPEAKSTONE REALTY TRUST
$106K
YUMCYUM CHINA HLDGS INC
$105K
ESGUISHARES TR
$104K
ELLAUDER ESTEE COS INC
$102K
IWOISHARES TR
$99K
DFUSDIMENSIONAL ETF TRUST
$98K
MTNVAIL RESORTS INC
$95K
K6BKBR INC
$93K
BPBP PLC
$93K
DNPDNP SELECT INCOME FD INC
$92K
TAT&T INC
$90K
OEFISHARES TR
$88K
CLCOLGATE PALMOLIVE CO
$88K
BACBANK AMERICA CORP
$86K
TJXTJX COS INC NEW
$85K
PFFISHARES TR
$83K
XLYSELECT SECTOR SPDR TR
$82K
IJKISHARES TR
$80K
SPHYSPDR SER TR
$79K
TXNTEXAS INSTRS INC
$76K
DSLDOUBLELINE INCOME SOLUTIONS
$76K
PRFZINVESCO EXCHANGE TRADED FD T
$76K
BKBANK NEW YORK MELLON CORP
$75K
KMBKIMBERLY-CLARK CORP
$74K
IJJISHARES TR
$73K
AMTAMERICAN TOWER CORP NEW
$72K
IWNISHARES TR
$72K
SCHRSCHWAB STRATEGIC TR
$72K
SCHGSCHWAB STRATEGIC TR
$71K
MCIBARINGS CORPORATE INVS
$70K
LMTLOCKHEED MARTIN CORP
$69K
QQQMINVESCO EXCH TRADED FD TR II
$68K
DHRDANAHER CORPORATION
$68K
GSKGSK PLC
$68K
FNDASCHWAB STRATEGIC TR
$67K
CCCHEMOURS CO
$67K
FQIDIGITAL RLTY TR INC
$63K
HSYHERSHEY CO
$63K
FNDFSCHWAB STRATEGIC TR
$62K
IWXISHARES TR
$61K
AZNASTRAZENECA PLC
$59K
CGCARLYLE GROUP INC
$57K
GSGOLDMAN SACHS GROUP INC
$56K
LITGLOBAL X FDS
$55K
FHLCFIDELITY COVINGTON TRUST
$55K
CIBRFIRST TR EXCHANGE TRADED FD
$52K
VXFVANGUARD INDEX FDS
$52K
BKNGBOOKING HOLDINGS INC
$51K
ITWILLINOIS TOOL WKS INC
$51K
BXBLACKSTONE INC
$51K
EQLALPS ETF TR
$50K
STLDSTEEL DYNAMICS INC
$50K
MDTMEDTRONIC PLC
$48K
NSCNORFOLK SOUTHN CORP
$48K
NTRNUTRIEN LTD
$47K
ALSALLSTATE CORP
$47K
XLISELECT SECTOR SPDR TR
$47K
PCNPIMCO CORPORATE & INCM STRG
$47K
XLVSELECT SECTOR SPDR TR
$47K
EEMISHARES TR
$46K
DUKDUKE ENERGY CORP NEW
$46K
XLFISELECT SECTOR SPDR TR
$46K
FRELFIDELITY COVINGTON TRUST
$46K
BATTAMPLIFY ETF TR
$46K
BLDRBUILDERS FIRSTSOURCE INC
$45K
SPGSIMON PPTY GROUP INC NEW
$45K
AVBAVALONBAY CMNTYS INC
$44K
UBERUBER TECHNOLOGIES INC
$44K
INGRINGREDION INC
$42K
CMECME GROUP INC
$42K
USMVISHARES TR
$42K
EXGEATON VANCE TAX ADVT DIV INC
$40K
CBCHUBB LIMITED
$40K
OXYOCCIDENTAL PETE CORP
$40K
ACWIISHARES TR
$40K
USBUS BANCORP DEL
$38K
AMATAPPLIED MATLS INC
$38K
TFCTRUIST FINL CORP
$37K
BSXBOSTON SCIENTIFIC CORP
$37K
TRVTRAVELERS COMPANIES INC
$37K
EOSEATON VANCE ENHANCED EQUITY
$36K
IJTISHARES TR
$35K
MDYGSPDR SER TR
$34K
PSXPHILLIPS 66
$34K
ETRENTERGY CORP NEW
$34K
FDXFEDEX CORP
$34K
TTTRANE TECHNOLOGIES PLC
$34K
RYAMRAYONIER ADVANCED MATLS INC
$33K
GTYGETTY RLTY CORP NEW
$33K
DTDWISDOMTREE TR
$33K
HALHALLIBURTON CO
$33K
KEYKEYCORP
$33K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$33K
SOSOUTHERN CO
$32K
ADIANALOG DEVICES INC
$32K
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