Bok Financial Private Wealth, Inc. Purchases in Q2 2025

Bok Financial Private Wealth, Inc.

  • $1.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
918K
+ 67.5%
$45.65 - $57.01 $41.9M - $52.4M
2.28M $130M
VGSH
Vanguard

ETFs
961K
+ 573.35%
$58.32 - $58.95 $56M - $56.6M
1.13M $66.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.2K
+ 2.68%
$456.74 - $568.03 $6.04M - $7.51M
506K $287M
VUG
Vanguard Growth ETF

ETFs
1.2K
+ 0.3%
$329.49 - $438.4 $394K - $524K
400K $176M
SPMD
Spdr Portfolio

ETFs
101K
New
$44.89 - $54.38 $4.55M - $5.52M
101K $5.52M
VTV
Vanguard Value ETF

ETFs
2.59K
+ 0.45%
$153.67 - $176.74 $398K - $458K
579K $102M
LII
Lennox International Inc

Industrials
4.74K
New
$508.76 - $605.77 $2.41M - $2.87M
4.74K $2.72M
IAU
Ishares Gold Trust

ETFs
22.9K
+ 133.84%
$56.1 - $64.74 $1.29M - $1.48M
40K $2.5M
ITT
Itt Inc.

Industrials
3.12K
+ 26.28%
$112.67 - $157.95 $352K - $493K
15K $2.35M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.51K
+ 0.77%
$17.76 - $22.1 $44.6K - $55.4K
330K $7.29M
XYL
Xylem Inc.

Industrials
4.05K
+ 27.95%
$102.86 - $129.5 $416K - $524K
18.5K $2.4M
META
Meta Platforms, Inc.

Communication Services
478
+ 29.82%
$484.66 - $738.09 $232K - $353K
2.08K $1.54M
JNJ
Johnson & Johnson

Healthcare
4.46K
+ 51.18%
$146.36 - $159.82 $652K - $712K
13.2K $2.01M
MCD
Mcdonalds Corp

Consumer Cyclical
2.27K
+ 46.8%
$285.55 - $321.23 $648K - $729K
7.11K $2.08M
NFLX
Netflix Inc

Communication Services
373
+ 2664.29%
$855.86 - $1339.13 $319K - $499K
387 $518K
WMB
Williams Companies, Inc.

Energy
7.56K
+ 1989.47%
$54.33 - $62.87 $411K - $475K
7.94K $498K
EVR
Evercore Inc.

Financial Services
871
+ 46.98%
$163.77 - $271.5 $143K - $236K
2.73K $735K
ROL
Rollins Inc

Consumer Cyclical
6.28K
+ 1169.46%
$50.65 - $58.58 $318K - $368K
6.82K $384K
IWF
Ishares Russell 1000 Gr ETF

ETFs
76
+ 1.72%
$320.42 - $424.58 $24.4K - $32.3K
4.49K $1.91M
LLY
Eli Lilly & CO

Healthcare
406
+ 72.5%
$713.71 - $898.95 $290K - $365K
966 $753K
GVA
Granite Construction Inc

Industrials
2.42K
New
$71.89 - $93.51 $174K - $226K
2.42K $226K
AMGN
Amgen Inc

Healthcare
800
+ 13333.33%
$262.28 - $309.85 $210K - $248K
806 $225K
QQQ
Invesco Qqq Trust, Series 1

ETFs
78
+ 4.0%
$416.06 - $551.64 $32.5K - $43K
2.03K $1.12M
RJF
Raymond James Financial Inc

Financial Services
932
+ 29.45%
$123.65 - $153.88 $115K - $143K
4.1K $628K
IBM
International Business Machines Corp

Technology
155
+ 11.63%
$221.03 - $294.78 $34.3K - $45.7K
1.49K $438K
CI
Cigna Corp

Healthcare
294
+ 32.24%
$301.89 - $340.04 $88.8K - $100K
1.21K $398K
BNDX
Vanguard Total International B

ETFs
1.45K
+ 10.36%
$48.77 - $49.55 $70.5K - $71.6K
15.4K $761K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.86K
+ 64.97%
$22.27 - $29.21 $41.3K - $54.2K
4.71K $137K
TIP
Ishares Tr Tips Bd ETF

ETFs
500
+ 675.68%
$107.93 - $110.97 $54K - $55.5K
574 $63K
FDN
First Tr Fd Dow Jones

ETFs
200
New
$200.29 - $269.33 $40.1K - $53.9K
200 $53K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
800
+ 200.0%
$37.36 - $43.85 $29.9K - $35.1K
1.2K $52K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
660
New
N/A
660 $42K
BFH
Bread Financial Holdings, Inc.

Financial Services
740
New
$41.88 - $57.12 $31K - $42.3K
740 $42K
ELV
Elevance Health, Inc.

Healthcare
82
New
$372.27 - $452.69 $30.5K - $37.1K
82 $31K
SCHW
Schwab Charles Corp

Financial Services
293
+ 136.92%
$69.06 - $91.24 $20.2K - $26.7K
507 $46K
SKYY
First Trust Cloud Computing Et

ETFs
200
New
$89.46 - $121.64 $17.9K - $24.3K
200 $24K
PH
Parker Hannifin Corp

Industrials
34
New
$517.23 - $700.54 $17.6K - $23.8K
34 $23K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
269
+ 62.85%
$68.45 - $79.52 $18.4K - $21.4K
697 $55K
OWL
Blue Owl Capital Inc.

Financial Services
1.23K
New
$15.9 - $21.16 $19.6K - $26.1K
1.23K $23K
OKE
Oneok Inc

Energy
240
New
$78.71 - $100.37 $18.9K - $24.1K
240 $19K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
222
New
$71.28 - $83.74 $15.8K - $18.6K
222 $18K
TDG
Trans Digm Group Inc

Industrials
12
New
$1231.75 - $1520.64 $14.8K - $18.2K
12 $18K
VVX
V2 X, Inc.

Industrials
356
+ 7.06%
$43.76 - $52.31 $15.6K - $18.6K
5.4K $262K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
16
+ 4.15%
$376.48 - $440.65 $6.02K - $7.05K
402 $177K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
388
New
$32.86 - $40.05 $12.7K - $15.5K
388 $15K
RTX
Raytheon Technologies Corp

Industrials
78
+ 45.35%
$113.75 - $148.48 $8.87K - $11.6K
250 $36K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
75
New
$167.22 - $212.42 $12.5K - $15.9K
75 $14K
MCHP
Microchip Technology Inc

Technology
197
New
$35.34 - $71.6 $6.96K - $14.1K
197 $13K
VICI
Vici Properties Inc.

Real Estate
420
New
$29.41 - $32.97 $12.4K - $13.8K
420 $13K
Activity Summary
Buys All Purchases 89 New Holdings 46 Increased Positions 43 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email