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
PEGPUBLIC SVC ENTERPRISE GRP IN
$30K
VBKVANGUARD INDEX FDS
$30K
LRCXLAM RESEARCH CORP
$30K
DGXQUEST DIAGNOSTICS INC
$30K
ULUNILEVER PLC
$30K
MCXMCCORMICK & CO INC
$30K
NULGNUSHARES ETF TR
$29K
MPCMARATHON PETE CORP
$29K
VTWOVANGUARD SCOTTSDALE FDS
$29K
ROLROLLINS INC
$29K
FEFIRSTENERGY CORP
$29K
RMERESMED INC
$28K
KRKROGER CO
$28K
SOXXISHARES TR
$28K
GLWCORNING INC
$27K
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$26K
CITCINTAS CORP
$26K
NULVNUSHARES ETF TR
$26K
ROSTROSS STORES INC
$26K
LAZLAZARD INC
$25K
CSLCARLISLE COS INC
$25K
NEENEXTERA ENERGY INC
$25K
MMM3M CO
$24K
FNDCSCHWAB STRATEGIC TR
$24K
ADBEADOBE INC
$24K
FASTFASTENAL CO
$24K
TROWPRICE T ROWE GROUP INC
$24K
FNDESCHWAB STRATEGIC TR
$23K
GEHCGE HEALTHCARE TECHNOLOGIES I
$23K
ESGEISHARES INC
$23K
VBRVANGUARD INDEX FDS
$23K
ARWARROW ELECTRS INC
$23K
IWSISHARES TR
$23K
RTXRTX CORPORATION
$23K
WMBWILLIAMS COS INC
$23K
GSLCGOLDMAN SACHS ETF TR
$23K
SCHPSCHWAB STRATEGIC TR
$21K
FRFIRST INDL RLTY TR INC
$21K
HLNHALEON PLC
$21K
A4SAMERIPRISE FINL INC
$20K
SYFSYNCHRONY FINANCIAL
$20K
XELXCEL ENERGY INC
$20K
XLFSELECT SECTOR SPDR TR
$20K
CALYTOPGOLF CALLAWAY BRANDS CORP
$20K
STAGSTAG INDL INC
$20K
BCCCGLOBAL X FDS
$19K
KBWPINVESCO EXCH TRADED FD TR II
$19K
SCCOSOUTHERN COPPER CORP
$19K
FICOFAIR ISAAC CORP
$18K
HUBBHUBBELL INC
$18K
CDNSCADENCE DESIGN SYSTEM INC
$18K
AXPAMERICAN EXPRESS CO
$18K
BNSBANK NOVA SCOTIA HALIFAX
$17K
KBIAKB FINL GROUP INC
$17K
BOTZGLOBAL X FDS
$17K
NTAPNETAPP INC
$17K
SCHWSCHWAB CHARLES CORP
$17K
MTBM & T BK CORP
$16K
LNGCHENIERE ENERGY INC
$16K
PCGPG&E CORP
$16K
GILDGILEAD SCIENCES INC
$15K
IVZINVESCO EXCHANGE TRADED FD T
$15K
CFCF INDS HLDGS INC
$15K
CPTCAMDEN PPTY TR
$15K
CASYCASEYS GEN STORES INC
$15K
MKC/VMCCORMICK & CO INC
$15K
EMBISHARES TR
$15K
CPAYCORPAY INC
$15K
FRTFEDERAL RLTY INVT TR NEW
$14K
APDAIR PRODS & CHEMS INC
$14K
LWLAMB WESTON HLDGS INC
$13K
NFLXNETFLIX INC
$13K
NUSCNUSHARES ETF TR
$12K
MRSHMARSH & MCLENNAN COS INC
$12K
CRWDCROWDSTRIKE HLDGS INC
$12K
LBTYALIBERTY GLOBAL LTD
$12K
SEICSEI INVTS CO
$12K
NEMNEWMONT CORP
$12K
PYPLPAYPAL HLDGS INC
$12K
ABALLIANCEBERNSTEIN HLDG L P
$11K
DDOMINION ENERGY INC
$11K
KLACKLA CORP
$11K
EXPEEXPEDIA GROUP INC
$11K
VRSNVERISIGN INC
$10K
IJSISHARES TR
$10K
CARRCARRIER GLOBAL CORPORATION
$10K
SNRENSUNRISE COMMUNICATIONS AG
$10K
BERYEURBERRY GLOBAL GROUP INC
$10K
PNWPINNACLE WEST CAP CORP
$10K
BSVVANGUARD BD INDEX FDS
$10K
ROPROPER TECHNOLOGIES INC
$9K
GPCGENUINE PARTS CO
$9K
LHLABCORP HOLDINGS INC
$9K
OTTROTTER TAIL CORP
$9K
KHCKRAFT HEINZ CO
$8K
OTISOTIS WORLDWIDE CORP
$8K
TIPISHARES TR
$8K
ACWXISHARES TR
$8K
UMCUNITED MICROELECTRONICS CORP
$8K
OHIOMEGA HEALTHCARE INVS INC
$8K
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