Tulsa Wealth Advisors

Tulsa Wealth Advisors as of March 31, 2026

Portfolio Holdings for Tulsa Wealth Advisors

Tulsa Wealth Advisors holds 150 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
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ) 9.9 $57M 753k 75.19
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT) 9.9 $56M 395k 142.43
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF) 8.2 $47M 804k 58.18
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV) 5.8 $33M 408k 80.61
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG) 4.4 $25M 461k 54.55
Vanguard Growth Etf Growth Etf (VUG) 4.3 $24M 56k 436.79
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF) 4.2 $24M 249k 95.44
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA) 3.2 $18M 427k 42.49
Broadcom (AVGO) 2.6 $15M 47k 309.51
Apple (AAPL) 2.4 $14M 54k 253.79
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY) 2.3 $13M 20k 650.33
JPMorgan Chase & Co. (JPM) 2.2 $13M 43k 294.16
Wal-Mart Stores (WMT) 2.0 $12M 92k 124.28
Microsoft Corporation (MSFT) 2.0 $11M 31k 370.16
Eaton Corporation SHS (ETN) 1.6 $9.1M 26k 357.67
Motorola Solutions Incorporated Com New (MSI) 1.6 $9.1M 21k 433.97
Marathon Petroleum Corp (MPC) 1.5 $8.3M 34k 244.18
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT) 1.1 $6.4M 66k 96.70
Analog Devices (ADI) 1.1 $6.2M 19k 318.14
Johnson & Johnson (JNJ) 1.1 $6.0M 25k 244.44
Home Depot (HD) 1.1 $6.0M 18k 328.89
Cme (CME) 1.0 $5.9M 20k 295.35
Chubb (CB) 1.0 $5.5M 17k 325.93
Johnson Controls Internation SHS (JCI) 0.9 $5.1M 39k 130.95
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.9 $4.9M 17k 287.55
Darden Restaurants (DRI) 0.8 $4.7M 24k 196.04
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO) 0.8 $4.3M 96k 44.85
Air Products & Chemicals (APD) 0.8 $4.3M 15k 290.49
Franklin Templeton Etf Tr Income Focus Etf Income Focus Etf (INCM) 0.7 $4.1M 141k 28.75
Abbvie (ABBV) 0.7 $3.9M 18k 217.49
Realty Income (O) 0.7 $3.9M 63k 61.18
Victoryshares Short-term Bond Etf Short Trm Bd Etf (USTB) 0.7 $3.8M 75k 50.58
Amazon (AMZN) 0.7 $3.7M 18k 208.27
Verizon Communications (VZ) 0.6 $3.6M 72k 50.20
Nextera Energy (NEE) 0.6 $3.2M 34k 92.88
Visa Incorporated Com Class A Com Cl A (V) 0.6 $3.2M 11k 302.24
Union Pacific Corporation (UNP) 0.5 $3.1M 13k 242.61
Cummins (CMI) 0.5 $3.1M 5.7k 538.05
Trane Technologies SHS (TT) 0.5 $2.9M 7.0k 416.73
Inspire 500 Etf Inspire 500 Etf (PTL) 0.5 $2.7M 11k 250.55
Meta Platforms Incorporated Class A Cl A (META) 0.5 $2.7M 4.7k 572.16
Entergy Corporation (ETR) 0.4 $2.4M 21k 112.36
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.4 $2.2M 21k 106.01
Comcast Corporation New Class A Cl A (CMCSA) 0.4 $2.2M 75k 28.71
Best Buy (BBY) 0.4 $2.1M 33k 64.20
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV) 0.4 $2.1M 34k 60.44
Medtronic SHS (MDT) 0.4 $2.1M 24k 86.65
Wells Fargo & Company (WFC) 0.4 $2.1M 26k 79.61
UnitedHealth (UNH) 0.3 $1.9M 7.0k 270.60
Fidelity National Information Services (FIS) 0.3 $1.9M 40k 46.91
TJX Companies (TJX) 0.3 $1.7M 11k 159.70
NVIDIA Corporation (NVDA) 0.3 $1.6M 9.2k 174.41
Advanced Micro Devices (AMD) 0.3 $1.6M 7.9k 203.43
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.3 $1.5M 13k 113.11
State Street Industrial Select Sector Spdr Etf State Street Ind (XLI) 0.3 $1.4M 8.9k 161.74
Inspire International Etf Inspire Intl Etf (WWJD) 0.2 $1.4M 37k 37.39
Oneok (OKE) 0.2 $1.3M 15k 90.39
Allstate Corporation (ALL) 0.2 $1.3M 6.2k 207.36
Eli Lilly & Co. (LLY) 0.2 $1.3M 1.4k 919.86
Inspire 100 Etf Inspire 100 Etf (BIBL) 0.2 $1.2M 26k 47.15
Palantir Technologies Incorporated Class A Cl A (PLTR) 0.2 $1.2M 8.1k 146.28
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.2 $1.2M 13k 90.53
Merck & Co (MRK) 0.2 $1.1M 9.5k 120.28
Ge Vernova (GEV) 0.2 $1.1M 1.3k 872.58
Nxp Semiconductors N V (NXPI) 0.2 $1.1M 5.4k 196.84
Zoetis Incorporated Class A Cl A (ZTS) 0.2 $1.0M 8.5k 118.21
salesforce (CRM) 0.2 $966k 5.2k 186.67
Eaton Vance Total Return Bond Etf Eaton Vance Tota (EVTR) 0.2 $965k 19k 50.75
S&p Global (SPGI) 0.2 $960k 2.3k 425.25
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.2 $959k 1.7k 577.06
Exxon Mobil Corporation (XOM) 0.2 $950k 5.6k 169.67
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.2 $881k 7.1k 124.31
Diamondback Energy (FANG) 0.2 $876k 4.4k 197.81
ConocoPhillips (COP) 0.2 $870k 6.6k 132.01
Chevron Corporation (CVX) 0.1 $852k 4.1k 206.91
Steris Plc Shs Usd Shs Usd (STE) 0.1 $793k 3.6k 221.16
Public Service Enterprise (PEG) 0.1 $783k 9.7k 80.95
Eventide High Dividend Etf Eventide High Di (ELCV) 0.1 $783k 27k 29.00
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 0.1 $764k 1.6k 479.20
Inspire Corporate Bond Etf Inspire Corp Bd (IBD) 0.1 $762k 32k 23.86
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.1 $734k 11k 69.75
Timothy Plan Us Large/mid Cap Core Etf Us Lrgmd Cp Core (TPLC) 0.1 $732k 16k 46.44
Iqvia Holdings (IQV) 0.1 $697k 4.1k 170.54
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.1 $656k 6.6k 99.27
Rj Eagle Gcm Dividend Select Income Etf Rj Eagle Gcm Div (RJDI) 0.1 $636k 24k 26.73
International Business Machines (IBM) 0.1 $630k 2.6k 242.42
Constellation Energy (CEG) 0.1 $613k 2.2k 279.27
Edwards Lifesciences (EW) 0.1 $597k 7.5k 80.08
Franklin Dynamic Municipal Bond Etf Franklin Dyn Mun (FLMI) 0.1 $596k 24k 24.79
Lowe's Companies (LOW) 0.1 $580k 2.5k 236.30
Phillips 66 (PSX) 0.1 $555k 3.0k 182.20
Inspire Global Hope Etf Inspire Gbl Hope (BLES) 0.1 $552k 12k 44.35
Costco Wholesale Corporation (COST) 0.1 $548k 550.00 996.54
Caterpillar (CAT) 0.1 $547k 772.00 708.49
Spdr Gold Shares Gold Shs (GLD) 0.1 $545k 1.3k 430.29
Atmos Energy Corporation (ATO) 0.1 $529k 2.9k 184.72
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.1 $518k 1.6k 320.75
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA) 0.1 $514k 5.3k 97.14
Tesla Motors (TSLA) 0.1 $510k 1.4k 371.75
Williams Companies (WMB) 0.1 $510k 7.0k 72.78
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $508k 11k 45.05
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.1 $504k 2.6k 191.93
Amphenol Corporation Class A Cl A (APH) 0.1 $494k 3.9k 126.34
D.R. Horton (DHI) 0.1 $473k 3.4k 137.21
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD) 0.1 $465k 27k 17.15
Dycom Industries (DY) 0.1 $460k 1.4k 338.82
Ishares Tr Ultra Short Dur Ultra Short Dur (ICSH) 0.1 $436k 8.6k 50.62
American Electric Power Company (AEP) 0.1 $431k 3.3k 131.06
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.1 $429k 2.0k 211.15
Dex (DXCM) 0.1 $421k 6.7k 62.80
Chipotle Mexican Grill (CMG) 0.1 $412k 13k 32.01
L3harris Technologies (LHX) 0.1 $410k 1.2k 345.27
Cadence Design Systems (CDNS) 0.1 $408k 1.5k 277.87
Nuveen Nasdaq 100 Dynamic Over Com Shs (QQQX) 0.1 $400k 15k 26.67
First American Financial (FAF) 0.1 $382k 6.3k 60.29
State Street Technology Select Sector Spdr Etf State Street Tec (XLK) 0.1 $363k 2.7k 132.92
Oge Energy Corp (OGE) 0.1 $348k 7.3k 47.96
State Street Energy Select Sector Spdr Etf State Street Ene (XLE) 0.1 $339k 5.5k 61.26
Bank of America Corporation (BAC) 0.1 $332k 6.8k 48.75
Norfolk Southern (NSC) 0.1 $326k 1.1k 286.98
Synopsys (SNPS) 0.1 $324k 816.00 396.48
McDonald's Corporation (MCD) 0.1 $317k 1.0k 310.90
Raytheon Technologies Corp (RTX) 0.1 $316k 1.6k 192.86
One Gas (OGS) 0.1 $313k 3.6k 86.12
Devon Energy Corporation (DVN) 0.1 $307k 6.1k 50.32
Cisco Systems (CSCO) 0.1 $304k 3.9k 77.60
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO) 0.1 $303k 966.00 313.81
Mastercard Incorporated Class A Cl A (MA) 0.1 $303k 606.00 499.71
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $302k 505.00 597.55
O'reilly Automotive (ORLY) 0.1 $298k 3.2k 92.31
Intercontinental Exchange (ICE) 0.1 $295k 1.9k 157.28
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK) 0.1 $291k 791.00 367.44
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA) 0.1 $290k 626.00 462.86
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.1 $286k 997.00 286.80
State Street Spdr Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL) 0.0 $285k 3.1k 91.64
Wisdomtree Trust Artificial Intelligence & Artificial Intel (WTAI) 0.0 $271k 9.6k 28.23
Ishares Tr Select Divid Etf Select Divid Etf (DVY) 0.0 $271k 1.8k 151.41
State Street Financial Select Sector Spdr Etf State Street Fin (XLF) 0.0 $261k 5.3k 49.37
Procter & Gamble Company (PG) 0.0 $246k 1.7k 144.44
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $239k 3.5k 67.53
Ishares Tr S&p Sml 600 Gwt S&P SML 600 GWT (IJT) 0.0 $232k 1.6k 144.68
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Ft Vest S&p 500 (KNG) 0.0 $228k 4.7k 48.71
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 0.0 $224k 342.00 653.57
Coca-Cola Company (KO) 0.0 $210k 2.8k 76.06
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG) 0.0 $206k 7.1k 29.13
Canadian Pacific Kansas City (CP) 0.0 $205k 2.6k 78.66
Intel Corporation (INTC) 0.0 $203k 4.6k 44.13
Ford Motor Company (F) 0.0 $168k 15k 11.54
Quantum Computing (QUBT) 0.0 $131k 19k 6.85
Tortoise Energy Etf Energy Fd (TNGY) 0.0 $117k 11k 10.43