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)

StockValue
ESGUISHARES TR
$109K
CIBRFIRST TR EXCHANGE TRADED FD
$109K
K6BKBR INC
$108K
SPGIS&P GLOBAL INC
$108K
BACBANK AMERICA CORP
$107K
PRUPRUDENTIAL FINL INC
$104K
DFUSDIMENSIONAL ETF TRUST
$103K
IJJISHARES TR
$102K
PWRQUANTA SVCS INC
$101K
BCCCGLOBAL X FDS
$100K
DHSWISDOMTREE TR
$100K
ISRGINTUITIVE SURGICAL INC
$97K
LLYELI LILLY & CO
$96K
PFFISHARES TR
$95K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$95K
OEFISHARES TR
$94K
XLYSELECT SECTOR SPDR TR
$94K
IWNISHARES TR
$90K
IJKISHARES TR
$87K
DNPDNP SELECT INCOME FD INC
$86K
TXNTEXAS INSTRS INC
$84K
CCCHEMOURS CO
$83K
PRFZINVESCO EXCHANGE TRADED FD T
$83K
BPBP PLC
$83K
SPHYSPDR SER TR
$83K
XLFISELECT SECTOR SPDR TR
$82K
FQIDIGITAL RLTY TR INC
$80K
SCHGSCHWAB STRATEGIC TR
$80K
DSLDOUBLELINE INCOME SOLUTIONS
$76K
TAT&T INC
$76K
PGRPROGRESSIVE CORP
$74K
CLCOLGATE PALMOLIVE CO
$74K
NTNXNUTANIX INC
$73K
FNDASCHWAB STRATEGIC TR
$72K
GEVGE VERNOVA INC
$72K
NSCNORFOLK SOUTHN CORP
$72K
TRPTC ENERGY CORP
$71K
SCHRSCHWAB STRATEGIC TR
$70K
BKBANK NEW YORK MELLON CORP
$69K
RYAMRAYONIER ADVANCED MATLS INC
$68K
TJXTJX COS INC NEW
$68K
CGCARLYLE GROUP INC
$66K
BXBLACKSTONE INC
$65K
ULUNILEVER PLC
$65K
ITWILLINOIS TOOL WKS INC
$64K
KMBKIMBERLY-CLARK CORP
$63K
MCIBARINGS CORPORATE INVS
$63K
AMTAMERICAN TOWER CORP NEW
$62K
DHRDANAHER CORPORATION
$62K
WFC 7.5 PERP LWELLS FARGO CO NEW
$60K
IWXISHARES TR
$59K
LITGLOBAL X FDS
$58K
FNDFSCHWAB STRATEGIC TR
$57K
VXFVANGUARD INDEX FDS
$57K
HSYHERSHEY CO
$56K
BKNGBOOKING HOLDINGS INC
$55K
MCXMCCORMICK & CO INC
$53K
FHLCFIDELITY COVINGTON TRUST
$52K
NTRNUTRIEN LTD
$50K
EQLALPS ETF TR
$50K
PTCPTC INC
$50K
BATTAMPLIFY ETF TR
$48K
RTXRTX CORPORATION
$48K
XLISELECT SECTOR SPDR TR
$47K
XLVSELECT SECTOR SPDR TR
$46K
PCNPIMCO CORPORATE & INCM STRG
$46K
STLDSTEEL DYNAMICS INC
$46K
AVBAVALONBAY CMNTYS INC
$45K
FRELFIDELITY COVINGTON TRUST
$45K
LMTLOCKHEED MARTIN CORP
$44K
EEMISHARES TR
$44K
IJTISHARES TR
$42K
EXGEATON VANCE TAX ADVT DIV INC
$41K
EOSEATON VANCE ENHANCED EQUITY
$41K
OXYOCCIDENTAL PETE CORP
$41K
SPGSIMON PPTY GROUP INC NEW
$41K
UBERUBER TECHNOLOGIES INC
$40K
USMVISHARES TR
$40K
ACWIISHARES TR
$40K
CBCHUBB LIMITED
$40K
FDXFEDEX CORP
$39K
TTTRANE TECHNOLOGIES PLC
$38K
HLNHALEON PLC
$38K
MDYGSPDR SER TR
$37K
BAC 7.25 PERP LBANK AMERICA CORP
$37K
ALSALLSTATE CORP
$37K
ADIANALOG DEVICES INC
$36K
SBUXSTARBUCKS CORP
$36K
HALHALLIBURTON CO
$36K
BSXBOSTON SCIENTIFIC CORP
$35K
TRVTRAVELERS COMPANIES INC
$34K
VBKVANGUARD INDEX FDS
$34K
GSGOLDMAN SACHS GROUP INC
$33K
DTDWISDOMTREE TR
$32K
SOXXISHARES TR
$32K
VTWOVANGUARD SCOTTSDALE FDS
$32K
LRCXLAM RESEARCH CORP
$31K
ROSTROSS STORES INC
$31K
ETRENTERGY CORP NEW
$30K
AQLTISHARES TR
$30K
PreviousPage 3 of 7Next