Milestone Group
Latest statistics and disclosures from BOK Financial Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, VUG, VTV, VTIP, and represent 49.66% of BOK Financial Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: VCRB (+$47M), IAUM (+$20M), VEA (+$7.1M), VTIP (+$5.6M), VOO, QQQ, SBIO, AIQ, VWO, CGNX.
- Started 66 new stock positions in PYPL, HWM, IMCG, FTI, SEZL, ADC, AKR, VTR, AEVA, HOOD.
- Reduced shares in these 10 stocks: IVV, IJH, IWB, VUG, VGSH, IVW, QUAL, META, GEV, GNRC.
- Sold out of its positions in ANGI, AMD, LNT, AME, APO, AstraZeneca, TEAM, AUPH, AXSM, BJ.
- BOK Financial Private Wealth was a net buyer of stock by $59M.
- BOK Financial Private Wealth has $1.7B in assets under management (AUM), dropping by 1.33%.
- Central Index Key (CIK): 0001317348
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Portfolio Holdings for BOK Financial Private Wealth
BOK Financial Private Wealth holds 448 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 18.3 | $303M | 507k | 597.55 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.0 | $166M | +4% | 2.6M | 64.08 |
|
| Vanguard Index Fds Growth Etf (VUG) | 9.4 | $156M | 356k | 436.79 |
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| Vanguard Index Fds Value Etf (VTV) | 6.8 | $113M | 578k | 196.20 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.1 | $84M | +7% | 1.7M | 49.95 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.9 | $82M | -2% | 1.2M | 67.53 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $70M | -2% | 107k | 653.21 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 4.2 | $70M | -2% | 196k | 356.56 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 3.2 | $53M | +59% | 1.1M | 46.70 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $49M | 546k | 90.53 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.9 | $47M | NEW | 611k | 77.38 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $41M | 144k | 287.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.8 | $30M | -2% | 266k | 113.11 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $27M | -2% | 140k | 191.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.6 | $26M | 342k | 77.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $19M | 154k | 124.31 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $19M | -2% | 90k | 211.15 |
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| Apple (AAPL) | 0.9 | $16M | -3% | 61k | 253.79 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $11M | 144k | 74.35 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $10M | -5% | 38k | 261.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $9.5M | -2% | 33k | 287.56 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $9.2M | 94k | 97.13 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.5 | $8.4M | 143k | 59.22 |
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|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $8.2M | 330k | 24.75 |
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| Broadcom (AVGO) | 0.5 | $8.1M | 26k | 309.51 |
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| Amazon (AMZN) | 0.4 | $7.4M | -3% | 36k | 208.27 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $6.0M | 124k | 48.46 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $5.9M | +10% | 109k | 54.05 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $5.8M | 14k | 430.29 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $5.4M | 61k | 88.16 |
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| Amphenol Corp Cl A (APH) | 0.3 | $5.0M | -3% | 39k | 126.60 |
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| Microsoft Corporation (MSFT) | 0.3 | $4.9M | -5% | 13k | 370.16 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $4.9M | 16k | 298.85 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $4.8M | -3% | 44k | 111.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.8M | -2% | 15k | 320.81 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.7M | -6% | 16k | 294.16 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.7M | -5% | 7.2k | 652.15 |
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| Costco Wholesale Corporation (COST) | 0.3 | $4.3M | -4% | 4.4k | 996.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.3M | 9.0k | 479.20 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.9M | -2% | 7.8k | 499.63 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $3.8M | -4% | 76k | 50.62 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.2M | -7% | 13k | 248.00 |
|
| Palo Alto Networks (PANW) | 0.2 | $3.1M | -4% | 19k | 160.32 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.1M | -2% | 21k | 148.10 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.0M | -3% | 8.1k | 370.68 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $2.8M | -4% | 57k | 49.40 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.6M | -8% | 16k | 164.57 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.5M | -6% | 20k | 124.53 |
|
| Intuit (INTU) | 0.2 | $2.5M | -3% | 5.8k | 432.38 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.4M | -5% | 95k | 25.64 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.4M | -2% | 94k | 25.10 |
|
| Intercontinental Exchange (ICE) | 0.1 | $2.3M | -6% | 15k | 157.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.3M | 12k | 191.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.3M | +59% | 3.9k | 577.14 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.1M | 38k | 56.68 |
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| Pepsi (PEP) | 0.1 | $2.1M | -2% | 14k | 155.29 |
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| Lennox International (LII) | 0.1 | $2.0M | 4.3k | 465.43 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.9M | -13% | 11k | 174.40 |
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| Ecolab (ECL) | 0.1 | $1.9M | -5% | 7.0k | 266.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.9M | -11% | 61k | 30.68 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $1.9M | -17% | 44k | 42.49 |
|
| Lowe's Companies (LOW) | 0.1 | $1.9M | -3% | 7.9k | 236.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.9M | -11% | 19k | 99.27 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | -8% | 3.7k | 492.01 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.8M | -4% | 7.4k | 244.44 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.8M | +8% | 4.2k | 426.40 |
|
| Itt (ITT) | 0.1 | $1.8M | 9.2k | 190.92 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.7M | +6% | 11k | 151.41 |
|
| Keysight Technologies (KEYS) | 0.1 | $1.6M | -13% | 5.8k | 282.37 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $1.6M | +25% | 21k | 80.58 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.6M | -11% | 6.8k | 242.62 |
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| Honeywell International (HON) | 0.1 | $1.6M | -5% | 7.2k | 226.01 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.6M | 22k | 73.64 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.6M | 21k | 75.10 |
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| Cisco Systems (CSCO) | 0.1 | $1.5M | 20k | 77.59 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.5M | +19% | 2.2k | 697.83 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.5M | -3% | 8.8k | 169.66 |
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| L3harris Technologies (LHX) | 0.1 | $1.3M | 3.7k | 345.15 |
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| Meta Platforms Cl A (META) | 0.1 | $1.2M | -37% | 2.2k | 572.13 |
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| Xylem (XYL) | 0.1 | $1.2M | 10k | 119.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | +22% | 5.3k | 215.06 |
|
| Emerson Electric (EMR) | 0.1 | $1.0M | -10% | 8.0k | 131.02 |
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| McDonald's Corporation (MCD) | 0.1 | $1.0M | -8% | 3.3k | 310.79 |
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| Edwards Lifesciences (EW) | 0.1 | $968k | 12k | 80.08 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $963k | -7% | 3.4k | 286.89 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $871k | -4% | 4.4k | 198.29 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $870k | -9% | 6.0k | 145.94 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $850k | 24k | 35.94 |
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| Ge Vernova (GEV) | 0.1 | $848k | -45% | 971.00 | 873.00 |
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| Chevron Corporation (CVX) | 0.1 | $832k | -8% | 4.0k | 206.90 |
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| ConocoPhillips (COP) | 0.0 | $823k | +76% | 6.2k | 132.01 |
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| Blackrock (BLK) | 0.0 | $811k | 843.00 | 961.71 |
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| Abbvie (ABBV) | 0.0 | $808k | -6% | 3.7k | 217.49 |
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| Church & Dwight (CHD) | 0.0 | $804k | -2% | 8.6k | 93.32 |
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| Waste Management (WM) | 0.0 | $785k | -12% | 3.4k | 229.79 |
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| Cardinal Health (CAH) | 0.0 | $782k | -13% | 3.7k | 211.31 |
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| Arista Networks Com Shs (ANET) | 0.0 | $770k | -15% | 6.3k | 122.78 |
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| Motorola Solutions Com New (MSI) | 0.0 | $770k | -10% | 1.8k | 435.18 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $762k | -12% | 16k | 48.05 |
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| Jacobs Engineering Group (J) | 0.0 | $746k | -30% | 5.9k | 127.28 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $713k | +45% | 1.7k | 407.60 |
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| Caterpillar (CAT) | 0.0 | $711k | +110% | 1.0k | 708.46 |
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| Eli Lilly & Co. (LLY) | 0.0 | $699k | -15% | 760.00 | 919.77 |
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| O'reilly Automotive (ORLY) | 0.0 | $699k | -3% | 7.6k | 92.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $686k | 7.1k | 97.23 |
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| Alps Etf Tr Med Breakthgh (SBIO) | 0.0 | $680k | NEW | 13k | 52.34 |
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| Abbott Laboratories (ABT) | 0.0 | $667k | -32% | 6.5k | 102.67 |
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| Evercore Class A (EVR) | 0.0 | $667k | -14% | 2.2k | 298.51 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $664k | 7.5k | 88.70 |
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| UnitedHealth (UNH) | 0.0 | $653k | -13% | 2.4k | 270.59 |
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| Everpure Cl A (PSTG) | 0.0 | $639k | -11% | 11k | 59.04 |
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| Global X Fds Artificial Etf (AIQ) | 0.0 | $632k | NEW | 14k | 46.67 |
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| Stryker Corporation (SYK) | 0.0 | $625k | -11% | 1.9k | 329.47 |
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| Hartford Financial Services (HIG) | 0.0 | $618k | 4.6k | 135.83 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $572k | 2.7k | 213.67 |
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| Tractor Supply Company (TSCO) | 0.0 | $547k | -15% | 12k | 45.30 |
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| Rayonier (RYN) | 0.0 | $519k | 25k | 20.62 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $511k | 4.7k | 109.69 |
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| Cognex Corporation (CGNX) | 0.0 | $507k | NEW | 10k | 48.99 |
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| Williams Companies (WMB) | 0.0 | $494k | -12% | 6.8k | 72.78 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $493k | -12% | 1.1k | 446.54 |
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| Tesla Motors (TSLA) | 0.0 | $490k | +195% | 1.3k | 371.75 |
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| Raymond James Financial (RJF) | 0.0 | $486k | -14% | 3.4k | 144.79 |
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| Quanta Services (PWR) | 0.0 | $485k | +42% | 884.00 | 549.02 |
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| Merck & Co (MRK) | 0.0 | $480k | -11% | 4.0k | 121.21 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $477k | -64% | 8.1k | 58.54 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $474k | -3% | 4.1k | 115.38 |
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| Uber Technologies (UBER) | 0.0 | $471k | -9% | 6.6k | 71.93 |
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| Zoetis Cl A (ZTS) | 0.0 | $469k | 4.0k | 118.21 |
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| Deere & Company (DE) | 0.0 | $458k | 811.00 | 564.92 |
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| Yum! Brands (YUM) | 0.0 | $454k | 2.9k | 155.48 |
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| Philip Morris International (PM) | 0.0 | $451k | 2.7k | 166.85 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $441k | 8.4k | 52.78 |
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| International Business Machines (IBM) | 0.0 | $432k | 1.8k | 242.39 |
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| Netflix (NFLX) | 0.0 | $428k | -12% | 4.4k | 96.15 |
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| Dow (DOW) | 0.0 | $410k | 9.8k | 41.65 |
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| Micron Technology (MU) | 0.0 | $405k | +2% | 1.2k | 337.99 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $399k | 2.2k | 181.42 |
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| Bank of America Corporation (BAC) | 0.0 | $395k | +444% | 8.1k | 48.75 |
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| Coca-Cola Company (KO) | 0.0 | $392k | 5.1k | 76.63 |
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| Dupont De Nemours (DD) | 0.0 | $387k | 8.4k | 45.80 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $383k | 3.4k | 112.10 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $380k | NEW | 1.3k | 304.08 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $373k | 4.8k | 78.41 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $368k | -21% | 1.3k | 287.57 |
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| Digital Realty Trust (DLR) | 0.0 | $359k | -10% | 2.0k | 180.21 |
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| salesforce (CRM) | 0.0 | $349k | 1.9k | 186.67 |
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| Brown & Brown (BRO) | 0.0 | $336k | -4% | 5.1k | 65.21 |
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| Udr (UDR) | 0.0 | $334k | -6% | 9.9k | 33.78 |
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| Home Depot (HD) | 0.0 | $322k | 979.00 | 328.89 |
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| Procter & Gamble Company (PG) | 0.0 | $318k | -27% | 2.2k | 144.43 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $316k | 1.7k | 184.28 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $315k | 4.4k | 71.13 |
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| Dover Corporation (DOV) | 0.0 | $313k | -20% | 1.5k | 208.45 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $311k | -27% | 3.3k | 93.74 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $308k | 2.8k | 108.98 |
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| First Tr Exchange-traded SHS (FDL) | 0.0 | $308k | 6.1k | 50.80 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $307k | 2.8k | 110.86 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $303k | 4.9k | 61.26 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $292k | -43% | 4.2k | 69.75 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $281k | 4.3k | 66.00 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $276k | 1.1k | 257.38 |
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| Rollins (ROL) | 0.0 | $275k | -15% | 5.2k | 53.41 |
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| Vulcan Materials Company (VMC) | 0.0 | $272k | -14% | 1.0k | 272.30 |
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| Ge Aerospace Com New (GE) | 0.0 | $264k | +11% | 930.00 | 284.13 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $249k | 1.2k | 203.79 |
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| Visa Com Cl A (V) | 0.0 | $245k | -30% | 811.00 | 302.32 |
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| Boston Scientific Corporation (BSX) | 0.0 | $240k | -9% | 3.8k | 62.75 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $238k | 1.9k | 124.81 |
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| Cullen/Frost Bankers (CFR) | 0.0 | $235k | 1.7k | 137.08 |
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| Pfizer (PFE) | 0.0 | $232k | 8.3k | 28.08 |
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| Newmont Mining Corporation (NEM) | 0.0 | $209k | +5% | 1.9k | 108.25 |
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| Automatic Data Processing (ADP) | 0.0 | $206k | 1.0k | 205.13 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $206k | 659.00 | 312.22 |
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| Cigna Corp (CI) | 0.0 | $200k | 751.00 | 266.75 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $193k | -29% | 1.2k | 155.11 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $187k | 402.00 | 464.18 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $186k | 6.4k | 29.08 |
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| McKesson Corporation (MCK) | 0.0 | $180k | 208.00 | 866.24 |
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| Vectrus (VVX) | 0.0 | $176k | -42% | 2.6k | 68.50 |
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| Markel Corporation (MKL) | 0.0 | $174k | 91.00 | 1914.08 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $172k | 1.2k | 146.61 |
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| Sofi Technologies (SOFI) | 0.0 | $171k | 11k | 15.88 |
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| Bristol Myers Squibb (BMY) | 0.0 | $169k | 2.8k | 60.65 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $163k | 649.00 | 250.58 |
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| Amentum Holdings (AMTM) | 0.0 | $160k | -11% | 6.1k | 26.08 |
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| Verizon Communications (VZ) | 0.0 | $159k | +3% | 3.2k | 50.20 |
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| Altria (MO) | 0.0 | $158k | 2.4k | 67.06 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $158k | 760.00 | 207.98 |
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| Becton, Dickinson and (BDX) | 0.0 | $157k | 1.0k | 157.23 |
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| Qualcomm (QCOM) | 0.0 | $148k | -13% | 1.2k | 128.78 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $147k | 1.1k | 128.12 |
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| Metropcs Communications (TMUS) | 0.0 | $144k | -81% | 684.00 | 210.03 |
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| Nice Sponsored Adr (NICE) | 0.0 | $143k | 1.3k | 110.26 |
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| Bny Mellon Etf Trust Ii Municipal Inter (BKMI) | 0.0 | $143k | NEW | 5.5k | 26.10 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $141k | 3.0k | 47.53 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $140k | 3.0k | 46.74 |
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| BP Sponsored Adr (BP) | 0.0 | $136k | +5% | 2.9k | 47.01 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $135k | 4.9k | 27.85 |
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| Corteva (CTVA) | 0.0 | $133k | 1.6k | 83.71 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $133k | +27% | 1.3k | 100.62 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $131k | 1.7k | 75.19 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $131k | 416.00 | 313.81 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $129k | 1.4k | 89.59 |
|
|
| Fortinet (FTNT) | 0.0 | $121k | -34% | 1.5k | 81.72 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $120k | 849.00 | 141.42 |
|
|
| Walt Disney Company (DIS) | 0.0 | $118k | -83% | 1.2k | 96.38 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $118k | -46% | 1.6k | 75.41 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $115k | NEW | 3.4k | 33.97 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $110k | +2% | 2.4k | 46.19 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $110k | 3.8k | 29.13 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $107k | 5.0k | 21.49 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $105k | +49% | 795.00 | 132.52 |
|
| EOG Resources (EOG) | 0.0 | $105k | -9% | 724.00 | 144.57 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $101k | 1.7k | 58.78 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $99k | +4% | 2.6k | 37.97 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $99k | -12% | 1.7k | 58.17 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $97k | -16% | 1.4k | 70.91 |
|
| Waters Corporation (WAT) | 0.0 | $96k | NEW | 321.00 | 297.80 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $94k | +83% | 648.00 | 144.68 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $92k | +8% | 432.00 | 213.92 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $91k | 1.7k | 54.63 |
|
|
| Nucor Corporation (NUE) | 0.0 | $90k | 533.00 | 169.66 |
|
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $90k | 827.00 | 109.22 |
|
|
| S&p Global (SPGI) | 0.0 | $90k | 211.00 | 425.34 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.0 | $89k | 2.8k | 32.41 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $89k | 1.6k | 55.67 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $88k | +9% | 1.9k | 46.07 |
|
| At&t (T) | 0.0 | $88k | -4% | 3.0k | 28.99 |
|
| TJX Companies (TJX) | 0.0 | $85k | 531.00 | 159.70 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $84k | 1.7k | 48.93 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $83k | 180.00 | 460.99 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $79k | 2.4k | 32.43 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $79k | 462.00 | 170.54 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $77k | 1.5k | 50.32 |
|
|
| Docusign (DOCU) | 0.0 | $77k | 1.6k | 47.41 |
|
|
| Vail Resorts (MTN) | 0.0 | $76k | 584.00 | 130.54 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $74k | -24% | 1.5k | 48.78 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $73k | -88% | 377.00 | 194.14 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $71k | 497.00 | 142.85 |
|
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $69k | 745.00 | 92.67 |
|
|
| KBR (KBR) | 0.0 | $69k | 1.9k | 37.03 |
|
|
| Hershey Company (HSY) | 0.0 | $69k | 330.00 | 207.74 |
|
|
| Roper Industries (ROP) | 0.0 | $68k | NEW | 192.00 | 353.05 |
|
| Akamai Technologies (AKAM) | 0.0 | $67k | 581.00 | 114.85 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $66k | -17% | 350.00 | 189.75 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $66k | 6.1k | 10.83 |
|
|
| Analog Devices (ADI) | 0.0 | $65k | +29% | 204.00 | 318.14 |
|
| Shell Spon Ads (SHEL) | 0.0 | $64k | -42% | 686.00 | 93.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $62k | NEW | 586.00 | 106.15 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $62k | 300.00 | 205.80 |
|
|
| Progressive Corporation (PGR) | 0.0 | $61k | 305.00 | 198.24 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $59k | +12% | 900.00 | 65.26 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $58k | 360.00 | 161.73 |
|
|
| Nutrien (NTR) | 0.0 | $58k | 765.00 | 76.01 |
|
|
| Corning Incorporated (GLW) | 0.0 | $58k | +5% | 427.00 | 135.83 |
|
| Alps Etf Tr Equal Sec Etf (EQL) | 0.0 | $57k | 1.2k | 47.56 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $56k | 798.00 | 70.36 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $55k | -86% | 375.00 | 147.11 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $54k | -9% | 950.00 | 56.79 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $53k | 274.00 | 192.90 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $53k | 618.00 | 85.23 |
|
|
| Rayonier Advanced Matls (RYAM) | 0.0 | $52k | 4.7k | 11.07 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $52k | 830.00 | 62.68 |
|
|
| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $52k | 2.2k | 23.32 |
|
|
| Phillips 66 (PSX) | 0.0 | $52k | 284.00 | 182.18 |
|
|
| Booking Holdings (BKNG) | 0.0 | $51k | 12.00 | 4210.33 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $50k | 212.00 | 237.62 |
|
|
| Halliburton Company (HAL) | 0.0 | $50k | -9% | 1.3k | 38.99 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $49k | 150.00 | 328.66 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $49k | 200.00 | 244.18 |
|
|
| Barings Corporate Investors (MCI) | 0.0 | $49k | 2.8k | 17.24 |
|
|
| Danaher Corporation (DHR) | 0.0 | $49k | 256.00 | 190.00 |
|
|
| SLB Com Stk (SLB) | 0.0 | $49k | 939.00 | 51.69 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $49k | 195.00 | 248.84 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $47k | 340.00 | 138.37 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $46k | 400.00 | 114.99 |
|
|
| Entergy Corporation (ETR) | 0.0 | $45k | -54% | 400.00 | 112.36 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $45k | 1.7k | 26.91 |
|
|
| Ross Stores (ROST) | 0.0 | $43k | 200.00 | 216.63 |
|
|
| Norfolk Southern (NSC) | 0.0 | $43k | 150.00 | 287.00 |
|
|
| Carlyle Group (CG) | 0.0 | $43k | 882.00 | 48.39 |
|
|
| Simon Property (SPG) | 0.0 | $42k | 227.00 | 186.53 |
|
|
| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.0 | $42k | 1.7k | 24.55 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $42k | 450.00 | 92.74 |
|
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $41k | 3.4k | 12.01 |
|
|
| Nike CL B (NKE) | 0.0 | $40k | -8% | 746.00 | 53.27 |
|
| Chemours (CC) | 0.0 | $39k | 1.8k | 22.03 |
|
|
| Allstate Corporation (ALL) | 0.0 | $39k | 184.00 | 209.60 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $38k | +5% | 127.00 | 302.25 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $37k | 535.00 | 68.14 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $36k | 360.00 | 100.17 |
|
|
| FedEx Corporation (FDX) | 0.0 | $35k | -27% | 97.00 | 357.64 |
|
| Southern Company (SO) | 0.0 | $34k | 350.00 | 96.52 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $33k | 146.00 | 225.34 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $32k | 272.00 | 118.63 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $32k | 701.00 | 45.47 |
|
|
| Arrow Electronics (ARW) | 0.0 | $32k | 220.00 | 143.41 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $31k | 671.00 | 46.36 |
|
|
| Kroger (KR) | 0.0 | $30k | 418.00 | 72.36 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $30k | 326.00 | 90.94 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $29k | 635.00 | 45.50 |
|
|
| ResMed (RMD) | 0.0 | $29k | 127.00 | 224.48 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $27k | 123.00 | 217.25 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $26k | 181.00 | 145.74 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $26k | -23% | 328.00 | 79.61 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $25k | -65% | 75.00 | 338.89 |
|
| 3M Company (MMM) | 0.0 | $24k | 166.00 | 145.23 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $23k | 326.00 | 71.77 |
|
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $22k | -88% | 200.00 | 109.36 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $22k | 264.00 | 81.98 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $21k | +5% | 301.00 | 71.18 |
|
| Ingredion Incorporated (INGR) | 0.0 | $20k | 180.00 | 112.66 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $20k | -20% | 573.00 | 35.14 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $20k | -54% | 400.00 | 49.37 |
|
| Illinois Tool Works (ITW) | 0.0 | $19k | NEW | 72.00 | 261.90 |
|
| M&T Bank Corporation (MTB) | 0.0 | $19k | 91.00 | 206.73 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $18k | 360.00 | 50.44 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.0 | $18k | 150.00 | 118.99 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $18k | 400.00 | 44.62 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $18k | -91% | 75.00 | 234.04 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $18k | NEW | 55.00 | 318.07 |
|
| Chubb (CB) | 0.0 | $17k | 53.00 | 326.91 |
|
|
| Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) | 0.0 | $17k | 146.00 | 118.23 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $17k | -77% | 117.00 | 146.28 |
|
| Astrazeneca Ord (AZN) | 0.0 | $17k | NEW | 84.00 | 197.23 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $16k | -45% | 95.00 | 165.71 |
|
| Xcel Energy (XEL) | 0.0 | $15k | 187.00 | 80.04 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $15k | 64.00 | 230.89 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $15k | 322.00 | 45.06 |
|
|
| Citigroup Com New (C) | 0.0 | $14k | +144% | 122.00 | 113.00 |
|
| Granite Construction (GVA) | 0.0 | $13k | 112.00 | 120.02 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $13k | 264.00 | 50.61 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $13k | -49% | 181.00 | 72.46 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $13k | 180.00 | 70.18 |
|
|
| American Tower Reit (AMT) | 0.0 | $13k | 73.00 | 172.59 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $12k | 50.00 | 247.08 |
|
|
| Servicenow (NOW) | 0.0 | $12k | -96% | 115.00 | 104.56 |
|
| Intel Corporation (INTC) | 0.0 | $12k | 266.00 | 44.13 |
|
|
| Liberty Global Com Cl C (LBTYK) | 0.0 | $12k | 1.0k | 11.73 |
|
|
| Dominion Resources (D) | 0.0 | $12k | -6% | 188.00 | 61.82 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $11k | 300.00 | 37.44 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $11k | -40% | 211.00 | 52.84 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $11k | 114.00 | 93.98 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $10k | 200.00 | 50.81 |
|
|
| Diamondback Energy (FANG) | 0.0 | $10k | 51.00 | 197.80 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $10k | 100.00 | 100.75 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $10k | -75% | 99.00 | 100.58 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $9.9k | 144.00 | 68.47 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $9.7k | -83% | 777.00 | 12.51 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $9.6k | -92% | 126.00 | 76.17 |
|
| American Intl Group Com New (AIG) | 0.0 | $9.4k | NEW | 126.00 | 74.96 |
|
| Linde SHS (LIN) | 0.0 | $9.4k | 19.00 | 495.79 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.1k | 331.00 | 27.46 |
|
|
| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $9.1k | 180.00 | 50.31 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $9.0k | 160.00 | 56.31 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $8.9k | 262.00 | 34.02 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $8.9k | 91.00 | 97.91 |
|
|
| Qxo Com New (QXO) | 0.0 | $8.8k | NEW | 454.00 | 19.42 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $8.5k | 273.00 | 30.96 |
|
|
| Goldman Sachs (GS) | 0.0 | $7.6k | 9.00 | 846.00 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $7.5k | +11% | 30.00 | 250.40 |
|
| United Rentals (URI) | 0.0 | $7.3k | NEW | 10.00 | 728.60 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $6.9k | 164.00 | 42.26 |
|
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $6.5k | 191.00 | 34.02 |
|
|
| Kraft Heinz (KHC) | 0.0 | $6.2k | 276.00 | 22.49 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $6.2k | 80.00 | 77.09 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $6.1k | 87.00 | 70.21 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $6.0k | NEW | 26.00 | 230.46 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $6.0k | 120.00 | 49.68 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $5.9k | -97% | 4.00 | 1472.50 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $5.6k | 71.00 | 78.42 |
|
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $5.1k | 141.00 | 36.31 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $5.0k | NEW | 64.00 | 78.42 |
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.0 | $5.0k | 96.00 | 52.20 |
|
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $5.0k | 72.00 | 69.56 |
|
|
| Fortive (FTV) | 0.0 | $4.6k | 84.00 | 55.29 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $4.4k | NEW | 11.00 | 398.00 |
|
| eBay (EBAY) | 0.0 | $4.3k | NEW | 47.00 | 91.02 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $3.8k | 77.00 | 49.79 |
|
|
| Tapestry (TPR) | 0.0 | $3.8k | NEW | 27.00 | 141.11 |
|
| Ford Motor Company (F) | 0.0 | $3.8k | -97% | 330.00 | 11.54 |
|
| Eaton Corp SHS (ETN) | 0.0 | $3.2k | 9.00 | 357.78 |
|
|
| KB Home (KBH) | 0.0 | $3.1k | NEW | 59.00 | 52.05 |
|
| Target Corporation (TGT) | 0.0 | $3.0k | 25.00 | 121.20 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $2.9k | NEW | 42.00 | 69.31 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $2.8k | 85.00 | 32.95 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $2.6k | NEW | 52.00 | 49.60 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $2.6k | NEW | 40.00 | 64.22 |
|
| Dollar Tree (DLTR) | 0.0 | $2.4k | 22.00 | 109.55 |
|
|
| Natera (NTRA) | 0.0 | $2.4k | NEW | 12.00 | 200.00 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $2.3k | NEW | 11.00 | 206.36 |
|
| Paypal Holdings (PYPL) | 0.0 | $2.1k | NEW | 47.00 | 45.23 |
|
| Amgen (AMGN) | 0.0 | $2.1k | 6.00 | 352.00 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $2.1k | NEW | 40.00 | 52.77 |
|
| Ball Corporation (BALL) | 0.0 | $1.8k | 30.00 | 59.13 |
|
|
| Cme (CME) | 0.0 | $1.8k | 6.00 | 295.50 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.6k | -98% | 22.00 | 73.36 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $1.6k | 7.00 | 228.71 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $1.5k | 6.00 | 250.83 |
|
|
| Autodesk (ADSK) | 0.0 | $1.4k | 6.00 | 239.50 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $1.4k | 60.00 | 23.23 |
|
|
| Aeva Technologies Com New (AEVA) | 0.0 | $1.4k | NEW | 103.00 | 13.16 |
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $1.3k | NEW | 96.00 | 14.04 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $1.3k | 218.00 | 5.99 |
|
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $1.3k | 9.00 | 139.78 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $1.0k | 26.00 | 39.23 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.0k | -39% | 77.00 | 13.13 |
|
| Ark Etf Tr Blockchain & Fin (ARKF) | 0.0 | $951.000000 | NEW | 25.00 | 38.04 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $939.000000 | NEW | 10.00 | 93.90 |
|
| Extra Space Storage (EXR) | 0.0 | $918.000300 | 7.00 | 131.14 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $915.000000 | 30.00 | 30.50 |
|
|
| Microvast Holdings (MVST) | 0.0 | $846.000000 | NEW | 564.00 | 1.50 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $763.999500 | NEW | 55.00 | 13.89 |
|
| Sezzle (SEZL) | 0.0 | $759.999600 | NEW | 12.00 | 63.33 |
|
| Ouster Com New (OUST) | 0.0 | $735.000000 | NEW | 40.00 | 18.38 |
|
| Astera Labs (ALAB) | 0.0 | $658.000200 | NEW | 6.00 | 109.67 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $611.000000 | NEW | 4.00 | 152.75 |
|
| Reddit Cl A (RDDT) | 0.0 | $539.000000 | NEW | 4.00 | 134.75 |
|
| Cintas Corporation (CTAS) | 0.0 | $507.999900 | 3.00 | 169.33 |
|
|
| Oppfi Com Cl A (OPFI) | 0.0 | $470.999300 | NEW | 61.00 | 7.72 |
|
| Uranium Energy (UEC) | 0.0 | $270.000000 | NEW | 20.00 | 13.50 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $240.000000 | NEW | 8.00 | 30.00 |
|
| Amplify Etf Tr Seymour Canb Etf (CNBS) | 0.0 | $111.000000 | NEW | 5.00 | 22.20 |
|
| Moody's Corporation (MCO) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Genuine Parts Company (GPC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $0 | 0 | 0.00 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Fifth Third Ban (FITB) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Omni (OMC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Ventas (VTR) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Amdocs SHS (DOX) | 0.0 | $0 | 0 | 0.00 |
|
|
| Humana (HUM) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Essex Property Trust (ESS) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Medical Properties Trust (MPT) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Agree Realty Corporation (ADC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Utah Medical Products (UTMD) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Acadia Rlty Tr Com Sh Ben Int (AKR) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Sun Communities (SUI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Banc Of California (BANC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Technipfmc (FTI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Smith & Wesson Brands (SWBI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Sl Green Realty Corp (SLG) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Frontview Reit (FVR) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| American Rebel Holdings | 0.0 | $0 | NEW | 0 | 0.00 |
|
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 2026 Q1 filed May 12, 2026
- BOK Financial Private Wealth 2025 Q4 filed Feb. 6, 2026
- BOK Financial Private Wealth 2025 Q3 filed Nov. 7, 2025
- BOK Financial Private Wealth 2025 Q2 filed Aug. 7, 2025
- BOK Financial Private Wealth 2025 Q1 filed May 14, 2025
- 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