BOK Financial Private Wealth, Inc. Q4 2021 Filing

Filed February 15, 2022

Portfolio Value

$1.5B

Holdings

306

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (306 positions)

StockValue
MRSHMARSH & MCLENNAN COS
$372K
GILDGILEAD SCIENCES INC
$372K
DOVDOVER CORP
$362K
MDTMEDTRONIC PLC
$356K
KLACKLA CORP
$352K
MUBISHARES NATIONAL MUNI BOND E
$352K
MCOMOODY'S CORP
$346K
IWYISHARES RUSSELL TOP 200 GROW
$346K
VVXVECTRUS INC
$344K
ACWIISHARES MSCI ACWI ETF
$333K
4I1PHILIP MORRIS INTERNATIONAL
$330K
CHTRCHARTER COMMUNICATIONS INC-A
$329K
XLCCOMM SERV SELECT SECTOR SPDR
$322K
DUKDUKE ENERGY CORP
$322K
ETNEATON CORP PLC
$318K
SYLDCAMBRIA SHAREHOLDER YIELD ET
$317K
CLCOLGATE-PALMOLIVE CO
$315K
XLNXEURXILINX INC
$315K
GMGENERAL MOTORS CO
$308K
ITWILLINOIS TOOL WORKS
$308K
PNCPNC FINANCIAL SERVICES GROUP
$305K
CARRCARRIER GLOBAL CORP
$305K
FIDUFIDELITY INDUSTRIALS ETF
$304K
AXPAMERICAN EXPRESS CO
$300K
SCHVSCHWAB US LARGE-CAP VALUE
$299K
7HPHP INC
$299K
HUMHUMANA INC
$296K
LNNLINDSAY CORP
$296K
LMTLOCKHEED MARTIN CORP
$295K
CMECME GROUP INC
$292K
IDXXIDEXX LABORATORIES INC
$290K
PSXPHILLIPS 66
$290K
TFCTRUIST FINANCIAL CORP
$289K
TJXTJX COMPANIES INC
$289K
ODFLOLD DOMINION FREIGHT LINE
$287K
CDNSCADENCE DESIGN SYS INC
$284K
TRVCCITIGROUP INC
$284K
MRNAMODERNA INC
$283K
VOTVANGUARD MID-CAP GROWTH ETF
$283K
BABOEING CO/THE
$282K
SHWSHERWIN-WILLIAMS CO/THE
$282K
XLKTECHNOLOGY SELECT SECT SPDR
$280K
NTRNUTRIEN LTD
$278K
FISFIDELITY NATIONAL INFO SERV
$272K
LRGFISHARES MSCI USA MULTIFACTOR
$267K
CTSHCOGNIZANT TECH SOLUTIONS-A
$265K
SPGSIMON PROPERTY GROUP INC
$265K
ESGUISHARES ESG AWARE MSCI USA
$264K
PGRPROGRESSIVE CORP
$260K
FTNTFORTINET INC
$256K
FRCBFIRST REPUBLIC BANK/CA
$253K
EXPEEXPEDIA GROUP INC
$252K
SNPSSYNOPSYS INC
$250K
STTSTATE STREET CORP
$250K
HYLBXTRACKERS USD HIGH YIELD COR
$248K
EQIXEQUINIX INC
$246K
BKNGBOOKING HOLDINGS INC
$245K
DHSWISDOMTREE US HIGH DIVIDEND
$244K
SOSOUTHERN CO/THE
$243K
MOALTRIA GROUP INC
$242K
CBCHUBB LTD
$236K
TELTE CONNECTIVITY LTD
$236K
BKBANK OF NEW YORK MELLON CORP
$235K
IAGGISHARES INTL AGGREGATE BOND
$235K
XLVHEALTH CARE SELECT SECTOR
$234K
DGDOLLAR GENERAL CORP
$234K
GEGENERAL ELECTRIC CO
$233K
VRTXVERTEX PHARMACEUTICALS INC
$231K
VONVVANGUARD RUSSELL 1000 VALUE
$230K
KMBKIMBERLY-CLARK CORP
$228K
FITBFIFTH THIRD BANCORP
$227K
PEOEXELON CORP
$226K
IHS MARKIT LTD
$225K
PRUPRUDENTIAL FINANCIAL INC
$225K
GDGENERAL DYNAMICS CORP
$223K
JCIJOHNSON CONTROLS INTERNATION
$222K
KRKROGER CO
$222K
VOOVVANGUARD S&P 500 VALUE ETF
$220K
PAYXPAYCHEX INC
$220K
HCAHCA HEALTHCARE INC
$220K
RHHBYROCHE HOLDINGS LTD-SPONS ADR
$220K
A4SAMERIPRISE FINANCIAL INC
$217K
REGNREGENERON PHARMACEUTICALS
$217K
AFWALIGN TECHNOLOGY INC
$216K
FDXFEDEX CORP
$214K
IYRISHARES US REAL ESTATE ETF
$214K
COFCAPITAL ONE FINANCIAL CORP
$213K
AIGAMERICAN INTERNATIONAL GROUP
$213K
SPHDINVESCO S&P 500 HIGH DIVIDEN
$212K
MTDMETTLER-TOLEDO INTERNATIONAL
$209K
WBAWALGREENS BOOTS ALLIANCE INC
$207K
PSAPUBLIC STORAGE
$207K
FCXFREEPORT-MCMORAN INC
$206K
CSXCSX CORP
$203K
IWPISHARES RUSSELL MID-CAP GROW
$202K
LRLCYL'OREAL-UNSPONSORED ADR
$202K
AONAON PLC-CLASS A
$200K
ROPROPER TECHNOLOGIES INC
$200K
LUMNLUMEN TECHNOLOGIES INC
$173K
FENYFIDELITY MSCI ENERGY ETF
$169K
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