Bok Financial Private Wealth, Inc. Incresed Positions in Q4 2024

Bok Financial Private Wealth, Inc.

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31.8K
+ 7.06%
$521.84 - $558.82 $16.6M - $17.8M
483K $260M
VUG
Vanguard Growth ETF

ETFs
8.43K
+ 2.19%
$378.79 - $428.11 $3.19M - $3.61M
394K $162M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.31K
+ 106.27%
$567.81 - $607.81 $1.88M - $2.01M
6.42K $3.76M
VGSH
Vanguard

ETFs
32.8K
+ 55.01%
$58.02 - $58.88 $1.9M - $1.93M
92.4K $5.38M
VIG
Vanguard Dividend Appreciation

ETFs
5.16K
+ 302.52%
N/A
6.87K $1.25M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
112K
+ 11.13%
$58.88 - $64.8 $6.57M - $7.23M
1.11M $65.6M
VTV
Vanguard Value ETF

ETFs
21.4K
+ 3.88%
$168.32 - $181.87 $3.61M - $3.9M
573K $97.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.62K
+ 0.72%
$61.68 - $67.87 $593K - $653K
1.34M $83.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.49K
+ 351.5%
$87.25 - $95.52 $479K - $525K
7.06K $623K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.84K
+ 221.24%
$69.58 - $74.87 $337K - $363K
7.03K $492K
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 4.18%
$213.65 - $479.86 $10.7K - $24K
1.25K $503K
SCHX
Schwab Strategic Tr Us Large C

ETFs
70.2K
+ 209.46%
$22.4 - $68.28 $1.57M - $4.79M
104K $2.4M
VGT
Vanguard Information Technolog

ETFs
132
+ 14.43%
$571.78 - $647.97 $75.5K - $85.5K
1.05K $651K
GE
General Electric CO

Industrials
670
+ 323.67%
$159.95 - $194.23 $107K - $130K
877 $146K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
305
+ 371.95%
$278.19 - $315.36 $84.8K - $96.2K
387 $111K
PAVE
Global X Fds Us Infrastructure

ETFs
1.98K
+ 395.6%
$40.41 - $45.95 $79.9K - $90.9K
2.48K $100K
IWP
Ishares Russell Mid Cap Growth

ETFs
460
+ 27.12%
$116.4 - $138.52 $53.5K - $63.7K
2.16K $273K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
881
+ 106.14%
$58.39 - $67.04 $51.4K - $59.1K
1.71K $108K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.24K
+ 162.92%
$25.33 - $51.16 $133K - $268K
8.45K $218K
FNDF
Schwab Fundamental Intl Large

ETFs
1.58K
+ 1136.69%
$32.92 - $37.15 $52K - $58.7K
1.72K $57K
XLV
Select Sector Spdr Fund Health

ETFs
320
+ 1777.78%
$136.28 - $154.74 $43.6K - $49.5K
338 $46K
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.4%
$280.08 - $307.97 $2.24K - $2.46K
2.01K $587K
META
Meta Platforms, Inc.

Communication Services
41
+ 9.01%
$554.08 - $632.68 $22.7K - $25.9K
496 $292K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
89
+ 22.82%
$172.07 - $207.36 $15.3K - $18.5K
479 $94K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.15%
$1146.59 - $1270.6 $1.15K - $1.27K
682 $808K
MKC
Mccormick & CO Inc

Consumer Defensive
330
+ 91.67%
$73.97 - $84.09 $24.4K - $27.7K
690 $52K
XLP
Consumer Staples Sector Spdr

ETFs
280
+ 36.65%
N/A
1.04K $79K
MCK
Mckesson Corp

Healthcare
3
+ 1.24%
$482.27 - $628.5 $1.45K - $1.89K
244 $139K
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.1%
$237.95 - $292.31 $476 - $585
2K $514K
RTX
Raytheon Technologies Corp

Industrials
125
+ 43.25%
$114.45 - $127.21 $14.3K - $15.9K
414 $47K
BX
Blackstone Inc.

Financial Services
15
+ 4.14%
$148.45 - $199.05 $2.23K - $2.99K
377 $65K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
41.7K
+ 211.21%
$26.93 - $84.95 $1.12M - $3.54M
61.4K $1.68M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 3.33%
$471.27 - $550.62 $2.83K - $3.3K
186 $97K
CARR
Carrier Global Corp

Industrials
160
+ 80.0%
$66.69 - $82.65 $10.7K - $13.2K
360 $24K
RSP
Invesco S&P 500 Equal Weight E

ETFs
357
+ 2.56%
$174.22 - $187.62 $62.2K - $67K
14.3K $2.51M
IJK
Ishares S&P Midcap 400 Growth

ETFs
94
+ 10.85%
$90.66 - $99.46 $8.52K - $9.35K
960 $87K
TFC
Truist Financial Corp

Financial Services
157
+ 168.82%
$41.51 - $48.1 $6.52K - $7.55K
250 $10K
OTIS
Otis Worldwide Corp

Industrials
88
+ 88.0%
$92.57 - $106.01 $8.15K - $9.33K
188 $17K
PWR
Quanta Services, Inc.

Industrials
3
+ 0.95%
$296.05 - $346.6 $888 - $1.04K
318 $100K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
28
+ 1400.0%
$180.39 - $205.43 $5.05K - $5.75K
30 $5K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.14K
+ 299.86%
$25.93 - $105.3 $55.5K - $225K
2.86K $79K
RJF
Raymond James Financial Inc

Financial Services
14
+ 20.0%
$123.0 - $170.1 $1.72K - $2.38K
84 $13K
BSX
Boston Scientific Corp

Healthcare
28
+ 7.59%
$83.62 - $91.5 $2.34K - $2.56K
397 $35K
ETR
Entergy Corp

Utilities
200
+ 100.0%
$73.19 - $156.4 $14.6K - $31.3K
400 $30K
SCHW
Schwab Charles Corp

Financial Services
3
+ 1.4%
$63.31 - $82.85 $190 - $249
217 $16K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
30
+ 2.01%
$11.18 - $13.68 $335 - $410
1.52K $19K
PEG
Public Service Enterprise Group Inc

Utilities
40
+ 37.04%
$81.87 - $94.51 $3.27K - $3.78K
148 $12K
KR
Kroger CO

Consumer Defensive
13
+ 3.11%
$55.21 - $63.3 $718 - $823
431 $26K
EXPE
Expedia Group, Inc.

Consumer Cyclical
3
+ 4.69%
$146.47 - $191.01 $439 - $573
67 $12K
Activity Summary
Buys All Purchases 297 New Holdings 180 Increased Positions 117 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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