BOK Financial Private Wealth, Inc. Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.4B

Holdings

466

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (466 positions)

StockValue
VOOVANGUARD INDEX FDS
$210.0M
VUGVANGUARD INDEX FDS
$135.3M
VTVVANGUARD INDEX FDS
$86.3M
IJHISHARES TR
$78.6M
IWBISHARES TR
$69.0M
IVVISHARES TR
$67.4M
VEAVANGUARD TAX-MANAGED FDS
$61.2M
VGSHVANGUARD SCOTTSDALE FDS
$60.0M
VXUSVANGUARD STAR FDS
$55.5M
AQLTISHARES TR
$44.1M
VOVANGUARD INDEX FDS
$40.6M
IVWISHARES TR
$34.2M
IJRISHARES TR
$30.7M
QUALISHARES TR
$27.8M
IVEISHARES TR
$20.0M
VBVANGUARD INDEX FDS
$17.6M
AAPLAPPLE INC
$16.4M
ICSHISHARES TR
$12.2M
MSFTMICROSOFT CORP
$9.3M
EFVISHARES TR
$8.9M
AMZNAMAZON COM INC
$8.6M
BNDVANGUARD BD INDEX FDS
$8.6M
GOOGLALPHABET INC
$7.9M
EFAISHARES TR
$7.8M
VWOVANGUARD INTL EQUITY INDEX F
$7.4M
AVGOBROADCOM INC
$7.2M
EFGISHARES TR
$7.2M
SCHFSCHWAB STRATEGIC TR
$6.3M
AGGISHARES TR
$5.8M
DFUVDIMENSIONAL ETF TRUST
$5.5M
COSTCOSTCO WHSL CORP NEW
$5.3M
JPMJPMORGAN CHASE & CO.
$5.1M
INTUINTUIT
$5.1M
SCHBSCHWAB STRATEGIC TR
$5.1M
VTIVANGUARD INDEX FDS
$5.0M
MAMASTERCARD INCORPORATED
$5.0M
PANWPALO ALTO NETWORKS INC
$4.7M
XYLXYLEM INC
$4.7M
APHAMPHENOL CORP NEW
$4.5M
IWMISHARES TR
$3.7M
UNHUNITEDHEALTH GROUP INC
$3.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.6M
ITTITT INC
$3.6M
ICEINTERCONTINENTAL EXCHANGE IN
$3.2M
CHDCHURCH & DWIGHT CO INC
$3.1M
ACNACCENTURE PLC IRELAND
$3.1M
EWEDWARDS LIFESCIENCES CORP
$3.0M
SLBSCHLUMBERGER LTD
$3.0M
TMOTHERMO FISHER SCIENTIFIC INC
$2.9M
PEPPEPSICO INC
$2.8M
XOMEXXON MOBIL CORP
$2.8M
IWVISHARES TR
$2.7M
SCHXSCHWAB STRATEGIC TR
$2.7M
DBEFDBX ETF TR
$2.7M
GQ9SPDR GOLD TR
$2.6M
HONHONEYWELL INTL INC
$2.5M
ECLECOLAB INC
$2.4M
DWDMORGAN STANLEY
$2.4M
HEFAISHARES TR
$2.4M
LOWLOWES COS INC
$2.4M
RSPINVESCO EXCHANGE TRADED FD T
$2.3M
UNPUNION PAC CORP
$2.3M
ZTSZOETIS INC
$2.2M
BROBROWN & BROWN INC
$2.2M
JJACOBS SOLUTIONS INC
$2.1M
DISDISNEY WALT CO
$2.1M
TMUST-MOBILE US INC
$2.1M
VYMVANGUARD WHITEHALL FDS
$2.0M
SYKSTRYKER CORPORATION
$2.0M
HDHOME DEPOT INC
$2.0M
EMREMERSON ELEC CO
$1.9M
WMTWALMART INC
$1.9M
VEUVANGUARD INTL EQUITY INDEX F
$1.9M
MCDMCDONALDS CORP
$1.8M
KEYSKEYSIGHT TECHNOLOGIES INC
$1.8M
SCHDSCHWAB STRATEGIC TR
$1.7M
VNQVANGUARD INDEX FDS
$1.7M
SPYSPDR S&P 500 ETF TR
$1.7M
CTRACOTERRA ENERGY INC
$1.7M
IWFISHARES TR
$1.6M
CRMSALESFORCE INC
$1.6M
MNSTMONSTER BEVERAGE CORP NEW
$1.6M
TSCOTRACTOR SUPPLY CO
$1.6M
SDYSPDR SER TR
$1.6M
BNDXVANGUARD CHARLOTTE FDS
$1.5M
ANETEURARISTA NETWORKS INC
$1.5M
PSTGPURE STORAGE INC
$1.4M
AQLTISHARES TR
$1.4M
NVONOVO-NORDISK A S
$1.4M
MSIMOTOROLA SOLUTIONS INC
$1.4M
IQVIQVIA HLDGS INC
$1.4M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.4M
JNJJOHNSON & JOHNSON
$1.3M
DC4DEXCOM INC
$1.3M
NOWSERVICENOW INC
$1.3M
CSCOCISCO SYS INC
$1.3M
FANGDIAMONDBACK ENERGY INC
$1.2M
VRTXVERTEX PHARMACEUTICALS INC
$1.2M
XLESELECT SECTOR SPDR TR
$1.2M
ABBVABBVIE INC
$1.1M
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