BOK Financial Private Wealth, Inc. Q2 2023 Filing

Filed August 8, 2023

Portfolio Value

$1.2B

Holdings

357

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (357 positions)

StockValue
DFUSDIMENSIONAL ETF TRUST
$79K
XLUSELECT SECTOR SPDR TR
$78K
PRUPRUDENTIAL FINL INC
$78K
GEGENERAL ELECTRIC CO
$78K
SOSOUTHERN CO
$77K
CLOUGLOBAL X FDS
$75K
BATTAMPLIFY ETF TR
$72K
MDLZMONDELEZ INTL INC
$71K
FQIDIGITAL RLTY TR INC
$69K
NSCNORFOLK SOUTHN CORP
$68K
MOALTRIA GROUP INC
$66K
SHELSHELL PLC
$63K
CLCOLGATE PALMOLIVE CO
$61K
SCHGSCHWAB STRATEGIC TR
$61K
IJTISHARES TR
$60K
ULUNILEVER PLC
$59K
CALYTOPGOLF CALLAWAY BRANDS CORP
$59K
STZCONSTELLATION BRANDS INC
$59K
YUMCYUM CHINA HLDGS INC
$57K
IWSISHARES TR
$56K
NTRNUTRIEN LTD
$56K
DGXQUEST DIAGNOSTICS INC
$54K
PSXPHILLIPS 66
$52K
FHLCFIDELITY COVINGTON TRUST
$50K
SPHYSPDR SER TR
$50K
GLWCORNING INC
$49K
PCNPIMCO CORPORATE & INCM STRG
$45K
LLYLILLY ELI & CO
$45K
ISCBISHARES TR
$43K
HALHALLIBURTON CO
$42K
EEMISHARES TR
$42K
EQLALPS ETF TR
$42K
GTYGETTY RLTY CORP NEW
$42K
CGCARLYLE GROUP INC
$42K
HIHILLENBRAND INC
$41K
VOOVVANGUARD ADMIRAL FDS INC
$41K
AMTAMERICAN TOWER CORP NEW
$40K
VGKVANGUARD INTL EQUITY INDEX F
$39K
AVBAVALONBAY CMNTYS INC
$39K
EXGEATON VANCE TAX ADVT DIV INC
$39K
HEESEURH & E EQUIPMENT SERVICES INC
$38K
PTCPTC INC
$38K
ESGEISHARES INC
$38K
BKRBAKER HUGHES COMPANY
$38K
FEFIRSTENERGY CORP
$37K
PEOEXELON CORP
$37K
DFAXDIMENSIONAL ETF TRUST
$36K
IJKISHARES TR
$35K
MKC/VMCCORMICK & CO INC
$35K
DUKDUKE ENERGY CORP NEW
$35K
CMECME GROUP INC
$35K
BKBANK NEW YORK MELLON CORP
$35K
XLFISELECT SECTOR SPDR TR
$34K
GSGOLDMAN SACHS GROUP INC
$34K
HLNHALEON PLC
$34K
8CWCROWN CASTLE INC
$33K
HIIHUNTINGTON INGALLS INDS INC
$33K
ACWIISHARES TR
$33K
LBTYBLIBERTY GLOBAL PLC
$32K
MCXMCCORMICK & CO INC
$31K
AQLTISHARES TR
$31K
MDYGSPDR SER TR
$31K
ADIANALOG DEVICES INC
$31K
CVSCVS HEALTH CORP
$31K
TSCOTRACTOR SUPPLY CO
$30K
XELXCEL ENERGY INC
$30K
FDXFEDEX CORP
$30K
4I1PHILIP MORRIS INTL INC
$30K
LWLAMB WESTON HLDGS INC
$29K
VBKVANGUARD INDEX FDS
$28K
ELVELEVANCE HEALTH INC
$27K
DSLDOUBLELINE INCOME SOLUTIONS
$27K
DTDWISDOMTREE TR
$27K
SOXXISHARES TR
$25K
CFCF INDS HLDGS INC
$24K
TRVTRAVELERS COMPANIES INC
$24K
PHMPULTE GROUP INC
$24K
EFTEATON VANCE FLTING RATE INC
$23K
TXNTEXAS INSTRS INC
$23K
VODVODAFONE GROUP PLC NEW
$23K
IWOISHARES TR
$23K
TRVCCITIGROUP INC
$21K
IPGINTERPUBLIC GROUP COS INC
$21K
ALSALLSTATE CORP
$20K
KRKROGER CO
$20K
GEHCGE HEALTHCARE TECHNOLOGIES I
$19K
SPHBINVESCO EXCH TRADED FD TR II
$19K
ORCLORACLE CORP
$18K
UBSUBS GROUP AG
$18K
IVZINVESCO EXCHANGE TRADED FD T
$18K
LENLENNAR CORP
$18K
ZBHZIMMER BIOMET HOLDINGS INC
$18K
ISCGISHARES TR
$17K
MMM3M CO
$17K
IWRISHARES TR
$16K
GMGENERAL MTRS CO
$16K
SCHESCHWAB STRATEGIC TR
$16K
MGAMAGNA INTL INC
$15K
USBUS BANCORP DEL
$15K
FISFIDELITY NATL INFORMATION SV
$15K
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