Milestone Group
Latest statistics and disclosures from BOK Financial Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, VTV, IJH, IWB, and represent 49.02% of BOK Financial Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$17M), VXUS (+$6.6M), VV, VTV, VUG, SCHF, PANW, SPY, VGSH, SCHX.
- Started 173 new stock positions in KIM, MSCI, ELV, WST, PLD, IEX, ES, CCL, TRMB, SWK.
- Reduced shares in these 10 stocks: ICSH, VB, IJR, VEA, IVV, BND, VO, ANET, VWO, MSFT.
- Sold out of its positions in AVDV, APPN, ADM, ANET, BCE, BKR, BCPC, BHP, BB, BlackRock.
- BOK Financial Private Wealth was a net buyer of stock by $9.8M.
- BOK Financial Private Wealth has $1.4B in assets under management (AUM), dropping by -0.33%.
- Central Index Key (CIK): 0001317348
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Portfolio Holdings for BOK Financial Private Wealth
BOK Financial Private Wealth holds 641 positions in its portfolio as reported in the December 2024 quarterly 13F filing
BOK Financial Private Wealth has 641 total positions. Only the first 250 positions are shown.
- Sign up to view all of the BOK Financial Private Wealth Dec. 31, 2024 positions
- Download the BOK Financial Private Wealth December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 18.9 | $260M | +7% | 483k | 538.81 |
|
| Vanguard Index Fds Growth Etf (VUG) | 11.8 | $162M | +2% | 394k | 410.44 |
|
| Vanguard Index Fds Value Etf (VTV) | 7.1 | $97M | +3% | 573k | 169.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.1 | $83M | 1.3M | 62.31 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 5.3 | $72M | 225k | 322.16 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $70M | -2% | 119k | 588.68 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.8 | $66M | +11% | 1.1M | 58.93 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.1 | $57M | -2% | 1.2M | 47.82 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $41M | 581k | 70.28 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 3.0 | $41M | -3% | 155k | 264.13 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.6 | $35M | -2% | 347k | 101.53 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.0 | $28M | 157k | 178.08 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $23M | -8% | 201k | 115.22 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.4 | $20M | -3% | 103k | 190.88 |
|
| Apple (AAPL) | 1.3 | $18M | -6% | 72k | 250.42 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $13M | -14% | 55k | 240.28 |
|
| Amazon (AMZN) | 0.6 | $8.7M | -5% | 40k | 219.39 |
|
| Broadcom (AVGO) | 0.6 | $8.4M | -8% | 36k | 231.84 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $8.2M | -5% | 157k | 52.47 |
|
| Microsoft Corporation (MSFT) | 0.5 | $7.5M | -15% | 18k | 421.50 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $7.5M | 99k | 75.61 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $7.2M | -5% | 38k | 189.30 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $6.1M | +101% | 328k | 18.50 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $5.8M | -8% | 60k | 96.83 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $5.5M | -2% | 134k | 40.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $5.4M | 19k | 289.81 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $5.4M | +55% | 92k | 58.18 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $5.4M | -5% | 10k | 526.54 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $5.3M | -6% | 22k | 239.71 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $5.2M | -20% | 119k | 44.04 |
|
| Ishares Tr Ultra Short-term (ICSH) | 0.4 | $5.1M | -42% | 101k | 50.43 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.8M | -8% | 5.2k | 916.27 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $4.4M | NEW | 16k | 269.70 |
|
| Intuit (INTU) | 0.3 | $4.4M | -5% | 7.0k | 628.50 |
|
| Palo Alto Networks (PANW) | 0.3 | $4.3M | +84% | 23k | 181.96 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $4.0M | -16% | 41k | 96.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.0M | -9% | 8.8k | 453.28 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $3.8M | -8% | 54k | 69.62 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.8M | +106% | 6.4k | 587.83 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $3.5M | -9% | 16k | 220.97 |
|
| UnitedHealth (UNH) | 0.2 | $3.3M | -5% | 6.5k | 505.86 |
|
| Xylem (XYL) | 0.2 | $3.0M | -3% | 26k | 116.02 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.0M | 12k | 242.13 |
|
|
| Intercontinental Exchange (ICE) | 0.2 | $3.0M | -8% | 20k | 149.01 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.0M | -33% | 41k | 71.91 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $2.9M | 8.8k | 334.25 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.9M | -7% | 8.3k | 351.79 |
|
| Pepsi (PEP) | 0.2 | $2.9M | -6% | 19k | 153.46 |
|
| Itt (ITT) | 0.2 | $2.8M | 20k | 142.88 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.7M | -7% | 5.2k | 520.62 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $2.7M | 64k | 41.40 |
|
|
| Church & Dwight (CHD) | 0.2 | $2.5M | -9% | 24k | 104.71 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.5M | +2% | 14k | 175.23 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.4M | +209% | 104k | 23.18 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.4M | -9% | 19k | 125.72 |
|
| Lowe's Companies (LOW) | 0.2 | $2.3M | -5% | 9.5k | 246.80 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.3M | -2% | 25k | 90.56 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $2.2M | -2% | 65k | 34.75 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.2M | +20% | 97k | 22.70 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.2M | 17k | 127.59 |
|
|
| Honeywell International (HON) | 0.2 | $2.1M | -8% | 9.4k | 225.88 |
|
| Ecolab (ECL) | 0.1 | $2.0M | -7% | 8.7k | 234.98 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.0M | -18% | 7.0k | 289.89 |
|
| Metropcs Communications (TMUS) | 0.1 | $2.0M | -14% | 8.9k | 220.73 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.9M | -6% | 8.5k | 228.04 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $1.9M | -11% | 50k | 38.62 |
|
| Brown & Brown (BRO) | 0.1 | $1.9M | -9% | 19k | 102.02 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | -5% | 17k | 107.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.8M | 4.4k | 401.58 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $1.7M | -7% | 12k | 144.62 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.7M | +211% | 61k | 27.32 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.7M | -8% | 10k | 162.93 |
|
| salesforce (CRM) | 0.1 | $1.6M | -9% | 4.9k | 334.73 |
|
| Emerson Electric (EMR) | 0.1 | $1.6M | -14% | 13k | 123.93 |
|
| Stryker Corporation (SYK) | 0.1 | $1.6M | -13% | 4.5k | 360.89 |
|
| Jacobs Engineering Group (J) | 0.1 | $1.5M | -11% | 11k | 133.62 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.5M | -14% | 13k | 113.11 |
|
| Arista Networks Com Shs | 0.1 | $1.5M | NEW | 13k | 110.53 |
|
| Keysight Technologies (KEYS) | 0.1 | $1.5M | -13% | 9.1k | 160.63 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | -2% | 11k | 131.29 |
|
| Cisco Systems (CSCO) | 0.1 | $1.4M | -9% | 23k | 59.20 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.4M | -6% | 15k | 89.08 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 680920.00 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | +302% | 6.9k | 195.83 |
|
| L3harris Technologies (LHX) | 0.1 | $1.3M | 6.4k | 210.28 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.3M | -34% | 2.9k | 463.34 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.3M | -11% | 23k | 57.92 |
|
| Iqvia Holdings (IQV) | 0.1 | $1.3M | -13% | 6.6k | 196.51 |
|
| Walt Disney Company (DIS) | 0.1 | $1.3M | -12% | 12k | 111.86 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.3M | -29% | 22k | 57.41 |
|
| Servicenow (NOW) | 0.1 | $1.2M | -12% | 1.2k | 1060.12 |
|
| Waste Management (WM) | 0.1 | $1.2M | -6% | 5.8k | 201.79 |
|
| Tractor Supply Company (TSCO) | 0.1 | $1.1M | +330% | 21k | 53.06 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.1M | -18% | 21k | 52.56 |
|
| Rayonier (RYN) | 0.1 | $1.0M | 37k | 27.90 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.0M | 12k | 86.02 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $1.0M | -23% | 40k | 25.54 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.0M | -13% | 7.7k | 132.10 |
|
| Abbvie (ABBV) | 0.1 | $999k | -15% | 5.6k | 177.70 |
|
| Cardinal Health (CAH) | 0.1 | $969k | -16% | 8.2k | 118.27 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $955k | -16% | 16k | 61.43 |
|
| Edwards Lifesciences (EW) | 0.1 | $896k | 12k | 74.03 |
|
|
| Blackrock (BLK) | 0.1 | $888k | NEW | 866.00 | 1025.11 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $851k | 17k | 49.51 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $809k | 682.00 | 1185.80 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $799k | -15% | 2.0k | 402.70 |
|
| Diamondback Energy (FANG) | 0.1 | $791k | -13% | 4.8k | 163.83 |
|
| Merck & Co (MRK) | 0.1 | $780k | +7% | 7.8k | 100.29 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $750k | -5% | 15k | 49.05 |
|
| Chevron Corporation (CVX) | 0.1 | $732k | -16% | 5.1k | 144.84 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $710k | -5% | 21k | 34.38 |
|
| Home Depot (HD) | 0.1 | $698k | -31% | 1.8k | 388.99 |
|
| Fortive (FTV) | 0.0 | $687k | -12% | 9.2k | 75.00 |
|
| Hartford Financial Services (HIG) | 0.0 | $670k | 6.1k | 109.92 |
|
|
| Dupont De Nemours (DD) | 0.0 | $669k | -8% | 8.8k | 76.25 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $651k | +14% | 1.0k | 621.76 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $624k | +351% | 7.1k | 88.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $616k | 3.3k | 185.13 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $609k | -15% | 3.2k | 190.44 |
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| Automatic Data Processing (ADP) | 0.0 | $591k | 2.0k | 294.27 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $571k | -29% | 3.4k | 167.64 |
|
| Comstock Resources (CRK) | 0.0 | $552k | NEW | 30k | 18.22 |
|
| Hess (HES) | 0.0 | $525k | -24% | 4.0k | 133.01 |
|
| Vulcan Materials Company (VMC) | 0.0 | $515k | 2.0k | 257.23 |
|
|
| Tesla Motors (TSLA) | 0.0 | $504k | +4% | 1.2k | 403.84 |
|
| Yum! Brands (YUM) | 0.0 | $500k | -11% | 3.7k | 134.16 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $492k | +221% | 7.0k | 70.00 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $491k | -46% | 3.7k | 134.27 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $484k | 1.3k | 366.06 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $479k | -8% | 5.9k | 81.25 |
|
| Becton, Dickinson and (BDX) | 0.0 | $478k | -25% | 2.1k | 226.87 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $469k | 1.8k | 259.74 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $465k | 909.00 | 511.23 |
|
|
| Coca-Cola Company (KO) | 0.0 | $464k | -17% | 7.5k | 62.26 |
|
| Nike CL B (NKE) | 0.0 | $463k | -5% | 6.1k | 76.08 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $440k | -29% | 8.4k | 52.22 |
|
| Visa Com Cl A (V) | 0.0 | $405k | -11% | 1.3k | 315.92 |
|
| Deere & Company (DE) | 0.0 | $400k | -25% | 941.00 | 425.32 |
|
| Dow (DOW) | 0.0 | $396k | -8% | 9.9k | 40.13 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $388k | -28% | 8.6k | 45.20 |
|
| Vectrus (VVX) | 0.0 | $380k | 7.9k | 47.83 |
|
|
| Pfizer (PFE) | 0.0 | $368k | -4% | 14k | 26.53 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $366k | NEW | 7.2k | 50.50 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $365k | NEW | 3.6k | 100.74 |
|
| Fiserv (FI) | 0.0 | $360k | 1.8k | 205.42 |
|
|
| ConocoPhillips (COP) | 0.0 | $360k | -13% | 3.6k | 99.17 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $351k | 2.2k | 159.52 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $335k | 5.5k | 60.75 |
|
|
| Corteva (CTVA) | 0.0 | $328k | -8% | 5.8k | 56.96 |
|
| Cigna Corp (CI) | 0.0 | $324k | -6% | 1.2k | 276.14 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $311k | 4.8k | 65.08 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $304k | 4.4k | 68.47 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $303k | -9% | 8.5k | 35.48 |
|
| International Business Machines (IBM) | 0.0 | $297k | -36% | 1.3k | 219.83 |
|
| Meta Platforms Cl A (META) | 0.0 | $290k | +9% | 496.00 | 585.51 |
|
| Dover Corporation (DOV) | 0.0 | $282k | 1.5k | 187.60 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $273k | +27% | 2.2k | 126.75 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $264k | 6.3k | 41.88 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $257k | 1.8k | 139.35 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $257k | 4.3k | 60.35 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $253k | NEW | 3.4k | 74.73 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $244k | 6.1k | 40.26 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $243k | -78% | 2.8k | 85.66 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $242k | 955.00 | 253.78 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $239k | +443% | 1.3k | 184.51 |
|
| Qualcomm (QCOM) | 0.0 | $235k | -31% | 1.5k | 153.62 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $233k | 1.7k | 134.25 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $230k | 1.4k | 161.77 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $227k | -18% | 11k | 21.03 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $219k | +162% | 8.5k | 25.86 |
|
| Oracle Corporation (ORCL) | 0.0 | $210k | +2% | 1.3k | 166.64 |
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.0 | $188k | 7.7k | 24.29 |
|
|
| Philip Morris International (PM) | 0.0 | $187k | -21% | 1.5k | 121.70 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $185k | -36% | 3.3k | 56.56 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $179k | 3.9k | 45.34 |
|
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| Caterpillar (CAT) | 0.0 | $175k | -60% | 482.00 | 362.76 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $165k | 386.00 | 426.72 |
|
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| Verizon Communications (VZ) | 0.0 | $164k | -14% | 4.1k | 39.99 |
|
| Yum China Holdings (YUMC) | 0.0 | $160k | -20% | 3.3k | 48.17 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $159k | 861.00 | 184.89 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $158k | 1.8k | 85.84 |
|
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $157k | 7.5k | 21.06 |
|
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| Markel Corporation (MKL) | 0.0 | $157k | 91.00 | 1726.23 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $157k | 2.3k | 67.87 |
|
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| Ge Aerospace Com New (GE) | 0.0 | $147k | +323% | 877.00 | 167.07 |
|
| Wells Fargo & Company (WFC) | 0.0 | $141k | -22% | 2.0k | 70.24 |
|
| McKesson Corporation (MCK) | 0.0 | $139k | 244.00 | 570.88 |
|
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $139k | 3.5k | 39.37 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $134k | -12% | 2.1k | 62.66 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $133k | -58% | 567.00 | 235.27 |
|
| Altria (MO) | 0.0 | $128k | -20% | 2.4k | 53.31 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $127k | 1.4k | 93.06 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $123k | 3.0k | 41.26 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $121k | 3.0k | 40.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $117k | 1.7k | 67.03 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $116k | -2% | 1.5k | 74.98 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $115k | NEW | 4.9k | 23.68 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $115k | -48% | 1.9k | 60.20 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $113k | 3.3k | 34.20 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $111k | +371% | 387.00 | 287.82 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $109k | 849.00 | 128.82 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $109k | +106% | 1.7k | 63.45 |
|
| KBR (KBR) | 0.0 | $108k | 1.9k | 58.08 |
|
|
| S&p Global (SPGI) | 0.0 | $108k | +2% | 217.00 | 498.03 |
|
| Bank of America Corporation (BAC) | 0.0 | $107k | -41% | 2.4k | 43.95 |
|
| Prudential Financial (PRU) | 0.0 | $105k | -24% | 882.00 | 118.46 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $104k | 1.6k | 63.75 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $102k | 813.00 | 124.98 |
|
|
| Quanta Services (PWR) | 0.0 | $101k | 318.00 | 316.05 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $101k | +395% | 2.5k | 40.55 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $100k | 1.1k | 93.40 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $97k | +3% | 186.00 | 521.96 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $96k | +12% | 124.00 | 772.00 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $95k | 3.0k | 31.44 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $95k | +22% | 479.00 | 198.10 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $94k | NEW | 325.00 | 288.85 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $94k | NEW | 417.00 | 224.35 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $90k | -10% | 548.00 | 164.08 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $87k | +10% | 960.00 | 90.93 |
|
| DNP Select Income Fund (DNP) | 0.0 | $86k | 9.6k | 8.89 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $84k | -64% | 449.00 | 187.51 |
|
| Chemours (CC) | 0.0 | $83k | -6% | 4.9k | 16.90 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $83k | 2.0k | 41.61 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $83k | 2.8k | 29.56 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $83k | -30% | 3.5k | 23.47 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $82k | +36% | 1.0k | 78.61 |
|
| Digital Realty Trust (DLR) | 0.0 | $80k | 450.00 | 178.55 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $80k | +299% | 2.9k | 27.87 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $76k | 6.1k | 12.57 |
|
|
| At&t (T) | 0.0 | $76k | -28% | 3.3k | 22.77 |
|
| Progressive Corporation (PGR) | 0.0 | $74k | +3% | 310.00 | 239.61 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $74k | +2% | 809.00 | 90.91 |
|
| Nutanix Cl A (NTNX) | 0.0 | $73k | 1.2k | 61.18 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $72k | NEW | 2.4k | 29.70 |
|
| Ge Vernova (GEV) | 0.0 | $72k | +327% | 218.00 | 329.18 |
|
| Norfolk Southern (NSC) | 0.0 | $72k | -64% | 305.00 | 234.70 |
|
| Tc Energy Corp (TRP) | 0.0 | $71k | -24% | 1.5k | 47.10 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $70k | +100% | 2.9k | 24.29 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $69k | -29% | 896.00 | 76.83 |
|
| Rayonier Advanced Matls (RYAM) | 0.0 | $68k | 8.2k | 8.25 |
|
|
| TJX Companies (TJX) | 0.0 | $68k | -16% | 559.00 | 120.81 |
|
| Carlyle Group (CG) | 0.0 | $66k | 1.3k | 50.49 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $65k | +4% | 377.00 | 172.47 |
|
| Unilever Spon Adr New (UL) | 0.0 | $65k | 1.1k | 56.70 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $64k | -15% | 251.00 | 255.06 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $63k | -13% | 477.00 | 132.26 |
|
| Barings Corporate Investors (MCI) | 0.0 | $63k | 3.0k | 20.88 |
|
|
| American Tower Reit (AMT) | 0.0 | $62k | 333.00 | 185.03 |
|
|
| Danaher Corporation (DHR) | 0.0 | $62k | +4% | 268.00 | 229.82 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $60k | 50.00 | 1194.32 |
|
Past Filings by BOK Financial Private Wealth
SEC 13F filings are viewable for BOK Financial Private Wealth going back to 2011
- BOK Financial Private Wealth 2024 Q4 filed Feb. 7, 2025
- BOK Financial Private Wealth 2024 Q3 filed Nov. 13, 2024
- BOK Financial Private Wealth 2024 Q2 filed Aug. 14, 2024
- BOK Financial Private Wealth 2024 Q1 filed May 1, 2024
- BOK Financial Private Wealth 2023 Q4 filed Jan. 30, 2024
- BOK Financial Private Wealth 2023 Q3 filed Oct. 13, 2023
- BOK Financial Private Wealth 2023 Q2 filed Aug. 8, 2023
- BOK Financial Private Wealth 2023 Q1 filed April 24, 2023
- BOK Financial Private Wealth 2022 Q4 filed Feb. 2, 2023
- BOK Financial Private Wealth 2022 Q3 restated filed Nov. 7, 2022
- BOK Financial Private Wealth 2022 Q3 filed Nov. 4, 2022
- BOK Financial Private Wealth 2022 Q2 filed Aug. 15, 2022
- BOK Financial Private Wealth 2022 Q1 filed May 9, 2022
- BOK Financial Private Wealth 2021 Q4 filed Feb. 15, 2022
- BOK Financial Private Wealth 2021 Q3 restated filed Nov. 15, 2021
- BOK Financial Private Wealth 2021 Q3 filed Nov. 9, 2021