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Tulsa Wealth Advisors

Latest statistics and disclosures from Tulsa Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002114442

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Portfolio Holdings for Tulsa Wealth Advisors

Tulsa Wealth Advisors holds 110 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Broadcom Incorporated Common Stock (AVGO)	7.8	$23M	68k	346.10	View chart
Apple Incorporated Common Stock (AAPL)	7.7	$23M	85k	271.86	View chart
Microsoft Corporation Common Stock (MSFT)	7.1	$21M	44k	483.63	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	6.1	$18M	57k	322.22	View chart
Walmart Incorporated Common Stock (WMT)	5.3	$16M	144k	111.41	View chart
Motorola Solutions Incorporated Common Stock (MSI)	3.5	$11M	27k	383.31	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	2.8	$8.4M	27k	313.00	View chart
Home Depot Incorporated Common Stock (HD)	2.7	$8.2M	24k	344.11	View chart
Analog Devices Incorporated Common Stock (ADI)	2.5	$7.4M	27k	271.20	View chart
Cme Group Incorporated Common Stock (CME)	2.5	$7.4M	27k	273.08	View chart
Marathon Pete Corporation Common Stock (MPC)	2.5	$7.4M	46k	162.63	View chart
Johnson & Johnson Common Stock (JNJ)	2.4	$7.1M	34k	206.95	View chart
Oneok Incorporated Common Stock (OKE)	2.3	$7.0M	96k	73.50	View chart
Amazon Com Incorporated Common Stock (AMZN)	2.1	$6.4M	28k	230.82	View chart
Nvidia Corporation Common Stock (NVDA)	2.1	$6.3M	34k	186.50	View chart
Abbvie Incorporated Common Stock (ABBV)	1.9	$5.8M	25k	228.49	View chart
Visa Incorporated Com Class A Common Stock (V)	1.9	$5.6M	16k	350.70	View chart
Darden Restaurants Incorporated Common Stock (DRI)	1.8	$5.5M	30k	184.02	View chart
Meta Platforms Incorporated Class A Common Stock (META)	1.6	$4.9M	7.4k	660.10	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	1.5	$4.7M	19k	247.02	View chart
Cummins Incorporated Common Stock (CMI)	1.3	$4.0M	7.9k	510.45	View chart
Verizon Communications Incorporated Common Stock (VZ)	1.3	$3.8M	94k	40.73	View chart
Nextera Energy Incorporated Common Stock (NEE)	1.3	$3.8M	48k	80.28	View chart
Union Pac Corporation Common Stock (UNP)	1.3	$3.8M	17k	231.32	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	1.2	$3.6M	11k	330.10	View chart
Wells Fargo Company Common Stock (WFC)	1.1	$3.3M	36k	93.20	View chart
Conocophillips Common Stock (COP)	1.1	$3.2M	35k	93.61	View chart
Fidelity Natl Information Svcs Common Stock (FIS)	1.0	$2.9M	44k	66.46	View chart
Best Buy Incorporated Common Stock (BBY)	0.9	$2.9M	43k	66.93	View chart
Comcast Corp New Class A Common Stock (CMCSA)	0.9	$2.8M	94k	29.89	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.9	$2.6M	12k	214.16	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.8	$2.5M	17k	153.61	View chart
Phillips 66 Common Stock (PSX)	0.8	$2.5M	19k	129.04	View chart
Entergy Corporation Common Stock (ETR)	0.8	$2.4M	26k	92.43	View chart
Palantir Technologies Incorporated Class A Common Stock (PLTR)	0.8	$2.3M	13k	177.75	View chart
Allstate Corporation Common Stock (ALL)	0.6	$1.9M	9.3k	208.16	View chart
Tesla Incorporated Common Stock (TSLA)	0.6	$1.9M	4.2k	449.72	View chart
Salesforce Incorporated Common Stock (CRM)	0.6	$1.9M	7.1k	264.92	View chart
S&p Global Incorporated Common Stock (SPGI)	0.5	$1.6M	3.1k	522.64	View chart
Merck & Company Incorporated Common Stock (MRK)	0.5	$1.5M	15k	105.26	View chart
Robinhood Mkts Incorporated Com Class A Common Stock (HOOD)	0.5	$1.5M	13k	113.10	View chart
Eli Lilly & Company Common Stock (LLY)	0.5	$1.5M	1.4k	1074.73	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	0.5	$1.5M	4.7k	313.78	View chart
Williams Companies Incorporated Common Stock (WMB)	0.5	$1.4M	23k	60.11	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.5	$1.4M	2.1k	653.49	View chart
International Business Machines Common Stock (IBM)	0.4	$1.3M	4.5k	296.20	View chart
Iqvia Hldgs Incorporated Common Stock (IQV)	0.4	$1.3M	5.8k	225.41	View chart
Public Svc Enterprise Grp Incorporated Common Stock (PEG)	0.4	$1.1M	14k	80.30	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.4	$1.1M	9.0k	120.34	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.4	$1.1M	2.2k	502.65	View chart
One Gas Incorporated Common Stock (OGS)	0.3	$1.0M	14k	77.25	View chart
Diamondback Energy Incorporated Common Stock (FANG)	0.3	$973k	6.5k	150.34	View chart
Chevron Corporation Common Stock (CVX)	0.3	$972k	6.4k	152.41	View chart
Caterpillar Incorporated Common Stock (CAT)	0.3	$905k	1.6k	572.91	View chart
Edwards Lifesciences Corporation Common Stock (EW)	0.3	$804k	9.4k	85.25	View chart
Amphenol Corporation New Class A Common Stock (APH)	0.3	$767k	5.7k	135.13	View chart
Atmos Energy Corporation Common Stock (ATO)	0.3	$760k	4.5k	167.63	View chart
Rtx Corporation Common Stock (RTX)	0.3	$753k	4.1k	183.41	View chart
Mcdonalds Corporation Common Stock (MCD)	0.2	$736k	2.4k	305.60	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.2	$722k	1.3k	570.88	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.2	$667k	2.8k	241.18	View chart
L3harris Technologies Incorporated Common Stock (LHX)	0.2	$661k	2.3k	293.54	View chart
Allient Incorporated Common Stock (ALNT)	0.2	$659k	12k	53.75	View chart
Aaon Incorporated Com Par $0.004 Common Stock (AAON)	0.2	$645k	8.5k	76.25	View chart
Intercontinental Exchange Incorporated Common Stock (ICE)	0.2	$607k	3.8k	161.94	View chart
Cadence Design System Incorporated Common Stock (CDNS)	0.2	$575k	1.8k	312.58	View chart
Dycom Industries Incorporated Common Stock (DY)	0.2	$553k	1.6k	337.90	View chart
Costco Wholesale Corporation Common Stock (COST)	0.2	$549k	636.00	862.38	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.2	$539k	613.00	879.24	View chart
D R Horton Incorporated Common Stock (DHI)	0.2	$537k	3.7k	144.03	View chart
Bank America Corporation Common Stock (BAC)	0.2	$527k	9.6k	55.00	View chart
Bok Finl Corporation Common Stock (BOKF)	0.2	$502k	4.2k	118.47	View chart
American Elec Pwr Company Incorporated Common Stock (AEP)	0.2	$471k	4.1k	115.32	View chart
Synopsys Incorporated Common Stock (SNPS)	0.2	$456k	970.00	469.72	View chart
First Amern Finl Corporation Common Stock (FAF)	0.2	$454k	7.4k	61.44	View chart
Chipotle Mexican Grill Incorporated Common Stock (CMG)	0.2	$453k	12k	37.00	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.1	$439k	5.7k	77.03	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$436k	2.2k	194.95	View chart
Dexcom Incorporated Common Stock (DXCM)	0.1	$430k	6.5k	66.37	View chart
Procter And Gamble Company Common Stock (PG)	0.1	$421k	2.9k	143.31	View chart
Constellation Energy Corporation Common Stock (CEG)	0.1	$419k	1.2k	353.27	View chart
American Express Company Common Stock (AXP)	0.1	$403k	1.1k	369.87	View chart
Coca Cola Company Common Stock (KO)	0.1	$381k	5.5k	69.90	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	0.1	$364k	4.0k	91.21	View chart
Fiserv Incorporated Common Stock (FI)	0.1	$361k	5.4k	67.17	View chart
Oge Energy Corporation Common Stock (OGE)	0.1	$355k	8.3k	42.70	View chart
Norfolk Southn Corporation Common Stock (NSC)	0.1	$352k	1.2k	288.80	View chart
Devon Energy Corporation Common Stock (DVN)	0.1	$343k	9.4k	36.63	View chart
Ford Mtr Company Common Stock (F)	0.1	$338k	26k	13.12	View chart
Netflix Incorporated Common Stock (NFLX)	0.1	$336k	3.6k	93.76	View chart
Oklo Incorporated Com Class A Common Stock (OKLO)	0.1	$332k	4.6k	71.76	View chart
Crowdstrike Hldgs Incorporated Class A Common Stock (CRWD)	0.1	$317k	676.00	468.76	View chart
Booking Holdings Incorporated Common Stock (BKNG)	0.1	$305k	57.00	5358.28	View chart
Boeing Company Common Stock (BA)	0.1	$302k	1.4k	217.17	View chart
At&t Incorporated Common Stock (T)	0.1	$279k	11k	24.84	View chart
Southern Company Common Stock (SO)	0.1	$268k	3.1k	87.20	View chart
Applovin Corporation Com Class A Common Stock (APP)	0.1	$264k	392.00	673.82	View chart
Synchrony Financial Common Stock (SYF)	0.1	$261k	3.1k	83.43	View chart
Intel Corporation Common Stock (INTC)	0.1	$259k	7.0k	36.90	View chart
D-wave Quantum Incorporated Common Stock (QBTS)	0.1	$248k	9.5k	26.15	View chart
Ge Aerospace Common Stock (GE)	0.1	$247k	803.00	307.87	View chart
Quantum Computing Incorporated Common Stock (QUBT)	0.1	$246k	24k	10.26	View chart
Abbott Labs Common Stock (ABT)	0.1	$225k	1.8k	125.29	View chart
Philip Morris International Incorporated Common Stock (PM)	0.1	$217k	1.4k	160.36	View chart
Calumet Incorporated Common Stock (CLMT)	0.1	$213k	11k	19.87	View chart
Micron Technology Incorporated Common Stock (MU)	0.1	$202k	709.00	285.29	View chart
Sofi Technologies Incorporated Common Stock (SOFI)	0.1	$201k	7.7k	26.18	View chart
Klx Energy Servics Holdngs Incorporated Common Stock (KLXE)	0.0	$117k	62k	1.89	View chart
Archer Aviation Incorporated Com Class A Common Stock (ACHR)	0.0	$100k	13k	7.52	View chart
Galectin Therapeutics Incorporated Common Stock (GALT)	0.0	$97k	23k	4.16	View chart

Past Filings by Tulsa Wealth Advisors

SEC 13F filings are viewable for Tulsa Wealth Advisors going back to 2025

Tulsa Wealth Advisors 2025 Q4 filed March 3, 2026

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