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
WMWASTE MGMT INC DEL
$1.1M
CAHCARDINAL HEALTH INC
$1.1M
LHXL3HARRIS TECHNOLOGIES INC
$1.0M
FTVFORTIVE CORP
$941K
HESHESS CORP
$939K
MRKMERCK & CO INC
$837K
BLKCHFBLACKROCK INC
$820K
RYNRAYONIER INC
$816K
IAU*ISHARES GOLD TR
$805K
DDDUPONT DE NEMOURS INC
$760K
CVXCHEVRON CORP NEW
$734K
ORLYOREILLY AUTOMOTIVE INC
$719K
DESWISDOMTREE TR
$677K
LULULULULEMON ATHLETICA INC
$670K
IEMGISHARES INC
$657K
PGPROCTER AND GAMBLE CO
$615K
HIGHARTFORD FINL SVCS GROUP INC
$615K
BRK-BBERKSHIRE HATHAWAY INC DEL
$612K
IUSBISHARES TR
$612K
DOWDOW INC
$598K
IWDISHARES TR
$581K
ABTABBOTT LABS
$567K
NVDANVIDIA CORPORATION
$555K
QCOMQUALCOMM INC
$550K
COPCONOCOPHILLIPS
$543K
GOOGALPHABET INC
$542K
VGTVANGUARD WORLD FD
$528K
BDXBECTON DICKINSON & CO
$508K
VONVVANGUARD SCOTTSDALE FDS
$506K
NKENIKE INC
$498K
VMCVULCAN MATLS CO
$497K
ADPAUTOMATIC DATA PROCESSING IN
$480K
KOCOCA COLA CO
$473K
NUSCNUSHARES ETF TR
$467K
NDQINVESCO QQQ TR
$449K
VOOGVANGUARD ADMIRAL FDS INC
$445K
CITHE CIGNA GROUP
$441K
VTHRVANGUARD SCOTTSDALE FDS
$434K
XLKSELECT SECTOR SPDR TR
$417K
DFIVDIMENSIONAL ETF TRUST
$402K
XLVSELECT SECTOR SPDR TR
$393K
VVISA INC
$379K
PFEPFIZER INC
$371K
SCZISHARES TR
$367K
VBRVANGUARD INDEX FDS
$337K
VVXV2X INC
$333K
METAMETA PLATFORMS INC
$333K
IYWISHARES TR
$331K
DEDEERE & CO
$325K
DFASDIMENSIONAL ETF TRUST
$320K
SYLDCAMBRIA ETF TR
$305K
CTVACORTEVA INC
$303K
NULGNUSHARES ETF TR
$296K
IWYISHARES TR
$295K
VIGVANGUARD SPECIALIZED FUNDS
$292K
VOTVANGUARD INDEX FDS
$290K
IBMINTERNATIONAL BUSINESS MACHS
$281K
VOEVANGUARD INDEX FDS
$277K
DOVDOVER CORP
$271K
FISVFISERV INC
$259K
NULVNUSHARES ETF TR
$238K
LRGFISHARES TR
$237K
TSLATESLA INC
$237K
IUSGISHARES TR
$235K
FDLFIRST TR MORNINGSTAR DIVID L
$230K
SPLVINVESCO EXCH TRADED FD TR II
$212K
YUMYUM BRANDS INC
$201K
DFATDIMENSIONAL ETF TRUST
$189K
HDEFDBX ETF TR
$188K
IWPISHARES TR
$187K
PRUPRUDENTIAL FINL INC
$185K
VMBSVANGUARD SCOTTSDALE FDS
$179K
CFRCULLEN FROST BANKERS INC
$176K
VYMIVANGUARD WHITEHALL FDS
$169K
ELLAUDER ESTEE COS INC
$169K
ORCLORACLE CORP
$165K
SPHYSPDR SER TR
$163K
SCHASCHWAB STRATEGIC TR
$158K
SCHHSCHWAB STRATEGIC TR
$158K
CATCATERPILLAR INC
$156K
DONSPDR DOW JONES INDL AVERAGE
$151K
FTECFIDELITY COVINGTON TRUST
$148K
AMATAPPLIED MATLS INC
$147K
MCKMCKESSON CORP
$146K
MKLMARKEL GROUP INC
$143K
BPBP PLC
$142K
PFFISHARES TR
$141K
IWRISHARES TR
$136K
BMYBRISTOL-MYERS SQUIBB CO
$135K
GSKGSK PLC
$129K
BACBANK AMERICA CORP
$127K
CCCHEMOURS CO
$123K
TXNTEXAS INSTRS INC
$123K
BSVVANGUARD BD INDEX FDS
$122K
WFCWELLS FARGO CO NEW
$121K
IWXISHARES TR
$121K
K6BKBR INC
$120K
IYRISHARES TR
$120K
RYAMRAYONIER ADVANCED MATLS INC
$117K
PRFINVESCO EXCHANGE TRADED FD T
$114K
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