BOK Financial Private Wealth, Inc. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$1.4B
Holdings
641
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (641 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $260.3M |
VUGVANGUARD INDEX FDS | $161.8M |
VTVVANGUARD INDEX FDS | $97.1M |
IJHISHARES TR | $83.4M |
IWBISHARES TR | $72.3M |
IVVISHARES TR | $69.8M |
VXUSVANGUARD STAR FDS | $65.6M |
VEAVANGUARD TAX-MANAGED FDS | $56.7M |
AQLTISHARES TR | $40.8M |
VOVANGUARD INDEX FDS | $40.8M |
IVWISHARES TR | $35.2M |
QUALISHARES TR | $27.9M |
IJRISHARES TR | $23.2M |
IVEISHARES TR | $19.7M |
AAPLAPPLE INC | $18.0M |
VBVANGUARD INDEX FDS | $13.3M |
AMZNAMAZON COM INC | $8.7M |
AVGOBROADCOM INC | $8.4M |
EFVISHARES TR | $8.2M |
MSFTMICROSOFT CORP | $7.5M |
EFAISHARES TR | $7.5M |
GOOGLALPHABET INC | $7.2M |
SCHFSCHWAB STRATEGIC TR | $6.1M |
EFGISHARES TR | $5.8M |
DFUVDIMENSIONAL ETF TRUST | $5.5M |
VTIVANGUARD INDEX FDS | $5.4M |
VGSHVANGUARD SCOTTSDALE FDS | $5.4M |
MAMASTERCARD INCORPORATED | $5.4M |
JPMJPMORGAN CHASE & CO. | $5.3M |
VWOVANGUARD INTL EQUITY INDEX F | $5.2M |
ICSHISHARES TR | $5.1M |
COSTCOSTCO WHSL CORP NEW | $4.8M |
VVVANGUARD INDEX FDS | $4.4M |
INTUINTUIT | $4.4M |
PANWPALO ALTO NETWORKS INC | $4.3M |
AGGISHARES TR | $4.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.0M |
APHAMPHENOL CORP NEW | $3.8M |
SPYSPDR S&P 500 ETF TR | $3.8M |
IWMISHARES TR | $3.5M |
UNHUNITEDHEALTH GROUP INC | $3.3M |
XYLXYLEM INC | $3.0M |
GQ9SPDR GOLD TR | $3.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $3.0M |
BNDVANGUARD BD INDEX FDS | $3.0M |
IWVISHARES TR | $2.9M |
ACNACCENTURE PLC IRELAND | $2.9M |
PEPPEPSICO INC | $2.9M |
ITTITT INC | $2.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.7M |
DBEFDBX ETF TR | $2.7M |
CHDCHURCH & DWIGHT CO INC | $2.5M |
RSPINVESCO EXCHANGE TRADED FD T | $2.5M |
SCHXSCHWAB STRATEGIC TR | $2.4M |
DWDMORGAN STANLEY | $2.4M |
LOWLOWES COS INC | $2.3M |
WMTWALMART INC | $2.3M |
HEFAISHARES TR | $2.2M |
SCHBSCHWAB STRATEGIC TR | $2.2M |
VYMVANGUARD WHITEHALL FDS | $2.2M |
HONHONEYWELL INTL INC | $2.1M |
ECLECOLAB INC | $2.0M |
MCDMCDONALDS CORP | $2.0M |
TMUST-MOBILE US INC | $2.0M |
UNPUNION PAC CORP | $1.9M |
SLBSCHLUMBERGER LTD | $1.9M |
BROBROWN & BROWN INC | $1.9M |
XOMEXXON MOBIL CORP | $1.8M |
IWFISHARES TR | $1.8M |
JNJJOHNSON & JOHNSON | $1.7M |
SCHDSCHWAB STRATEGIC TR | $1.7M |
ZTSZOETIS INC | $1.7M |
CRMSALESFORCE INC | $1.6M |
EMREMERSON ELEC CO | $1.6M |
SYKSTRYKER CORPORATION | $1.6M |
JJACOBS SOLUTIONS INC | $1.5M |
ABTABBOTT LABS | $1.5M |
ANETARISTA NETWORKS INC | $1.5M |
KEYSKEYSIGHT TECHNOLOGIES INC | $1.5M |
AQLTISHARES TR | $1.4M |
CSCOCISCO SYS INC | $1.4M |
VNQVANGUARD INDEX FDS | $1.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.4M |
VIGVANGUARD SPECIALIZED FUNDS | $1.3M |
LHXL3HARRIS TECHNOLOGIES INC | $1.3M |
MSIMOTOROLA SOLUTIONS INC | $1.3M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.3M |
IQVIQVIA HLDGS INC | $1.3M |
DISDISNEY WALT CO | $1.3M |
VEUVANGUARD INTL EQUITY INDEX F | $1.3M |
NOWSERVICENOW INC | $1.2M |
WMWASTE MGMT INC DEL | $1.2M |
TSCOTRACTOR SUPPLY CO | $1.1M |
MNSTMONSTER BEVERAGE CORP NEW | $1.1M |
RYNRAYONIER INC | $1.0M |
NVONOVO-NORDISK A S | $1.0M |
CTRACOTERRA ENERGY INC | $1.0M |
SDYSPDR SER TR | $1.0M |
ABBVABBVIE INC | $999K |
CAHCARDINAL HEALTH INC | $969K |
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