BOK Financial Private Wealth, Inc. Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$1.5T

Holdings

418

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (418 positions)

StockValue
ESGUISHARES TR
$115K
DHSWISDOMTREE TR
$113K
HDEFDBX ETF TR
$111K
SPGIS&P GLOBAL INC
$111K
DFUSDIMENSIONAL ETF TRUST
$109K
IWOISHARES TR
$107K
ISRGINTUITIVE SURGICAL INC
$98K
TXNTEXAS INSTRS INC
$95K
PRUPRUDENTIAL FINL INC
$94K
MTNVAIL RESORTS INC
$93K
TAT&T INC
$92K
DNPDNP SELECT INCOME FD INC
$91K
XLYSELECT SECTOR SPDR TR
$91K
YUMCYUM CHINA HLDGS INC
$90K
K6BKBR INC
$90K
IJKISHARES TR
$87K
SHELSHELL PLC
$84K
BPBP PLC
$82K
BKBANK NEW YORK MELLON CORP
$82K
PRFZINVESCO EXCHANGE TRADED FD T
$81K
SPHYSPDR SERIES TRUST
$81K
PGRPROGRESSIVE CORP
$80K
TJXTJX COS INC NEW
$78K
IJJISHARES TR
$75K
DSLDOUBLELINE INCOME SOLUTIONS
$74K
CLCOLGATE PALMOLIVE CO
$72K
FNDASCHWAB STRATEGIC TR
$70K
FNDFSCHWAB STRATEGIC TR
$69K
MCIBARINGS CORPORATE INVS
$65K
BKNGBOOKING HOLDINGS INC
$64K
TIPISHARES TR
$63K
CIBRFIRST TR EXCHANGE TRADED FD
$63K
IWXISHARES TR
$63K
GSKGSK PLC
$62K
KMBKIMBERLY-CLARK CORP
$62K
BACBANK AMERICA CORP
$61K
MNSTMONSTER BEVERAGE CORP NEW
$60K
IWNISHARES TR
$59K
VXFVANGUARD INDEX FDS
$58K
UBERUBER TECHNOLOGIES INC
$56K
DTDWISDOMTREE TR
$55K
HSYHERSHEY CO
$55K
FDNFIRST TR EXCHANGE-TRADED FD
$54K
XLISELECT SECTOR SPDR TR
$53K
AMTAMERICAN TOWER CORP NEW
$53K
EQLALPS ETF TR
$53K
FHLCFIDELITY COVINGTON TRUST
$51K
EEMISHARES TR
$51K
DHRDANAHER CORPORATION
$51K
QQQMINVESCO EXCH TRADED FD TR II
$48K
SCHWSCHWAB CHARLES CORP
$46K
CGCARLYLE GROUP INC
$45K
FRELFIDELITY COVINGTON TRUST
$45K
NTRNUTRIEN LTD
$45K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$44K
ACWIISHARES TR
$44K
PCNPIMCO CORPORATE & INCM STRG
$44K
BFHBREAD FINANCIAL HOLDINGS INC
$42K
USMVISHARES TR
$42K
EXGEATON VANCE TAX ADVT DIV INC
$41K
EOSEATON VANCE ENHANCED EQUITY
$41K
BSXBOSTON SCIENTIFIC CORP
$40K
LRCXLAM RESEARCH CORP
$39K
NSCNORFOLK SOUTHN CORP
$38K
CBCHUBB LIMITED
$38K
ADIANALOG DEVICES INC
$38K
MDYGSPDR SERIES TRUST
$37K
IJTISHARES TR
$37K
ALSALLSTATE CORP
$37K
TRVTRAVELERS COMPANIES INC
$37K
RTXRTX CORPORATION
$37K
SPGSIMON PPTY GROUP INC NEW
$36K
SOXXISHARES TR
$36K
NULGNUSHARES ETF TR
$35K
FBINFORTUNE BRANDS INNOVATIONS I
$34K
OXYOCCIDENTAL PETE CORP
$34K
NEENEXTERA ENERGY INC
$34K
AZNASTRAZENECA PLC
$33K
VBKVANGUARD INDEX FDS
$33K
ETRENTERGY CORP NEW
$33K
MPCMARATHON PETE CORP
$33K
RMERESMED INC
$33K
CMECME GROUP INC
$32K
SOSOUTHERN CO
$32K
ELVELEVANCE HEALTH INC
$32K
VTWOVANGUARD SCOTTSDALE FDS
$31K
ULUNILEVER PLC
$31K
KRKROGER CO
$30K
ELLAUDER ESTEE COS INC
$29K
FNDCSCHWAB STRATEGIC TR
$28K
ARWARROW ELECTRS INC
$28K
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$28K
MCXMCCORMICK & CO INC
$27K
NULVNUSHARES ETF TR
$27K
STLDSTEEL DYNAMICS INC
$26K
HALHALLIBURTON CO
$26K
ESGEISHARES INC
$26K
ROSTROSS STORES INC
$26K
MMM3M CO
$25K
GSLCGOLDMAN SACHS ETF TR
$25K
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