Bok Financial Private Wealth, Inc. Incresed Positions in Q3 2025

Bok Financial Private Wealth, Inc.

  • $1.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
153K
+ 6.71%
$56.02 - $60.3 $8.57M - $9.23M
2.43M $146M
VTV
Vanguard Value ETF

ETFs
4.42K
+ 0.76%
$175.51 - $186.57 $775K - $824K
583K $109M
SPMD
Spdr Portfolio

ETFs
46.7K
+ 46.07%
$54.43 - $58.29 $2.54M - $2.72M
148K $8.47M
IAU
Ishares Gold Trust

ETFs
21K
+ 52.38%
$61.62 - $72.77 $1.29M - $1.53M
61K $4.44M
NVDA
Nvidia Corp

Technology
2.65K
+ 23.17%
$153.3 - $186.58 $406K - $494K
14.1K $2.62M
UBER
Uber Technologies, Inc

Technology
6.01K
+ 994.7%
$86.91 - $99.57 $522K - $598K
6.61K $647K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.54K
+ 35.51%
$55.61 - $57.37 $531K - $548K
36.4K $2.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.61K
+ 1.74%
$49.43 - $54.52 $79.5K - $87.7K
93.8K $5.08M
DLR
Digital Realty Trust, Inc.

Real Estate
2.35K
+ 5102.17%
$161.21 - $180.02 $378K - $423K
2.39K $413K
BSX
Boston Scientific Corp

Healthcare
3.6K
+ 975.34%
$97.03 - $108.14 $349K - $389K
3.97K $387K
WMT
Walmart Inc.

Consumer Defensive
1.62K
+ 8.08%
$94.4 - $104.27 $153K - $169K
21.6K $2.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
798
+ 41.37%
$192.76 - $203.86 $154K - $163K
2.73K $555K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
176
+ 0.3%
$43.65 - $46.42 $7.68K - $8.17K
59.7K $2.77M
NFLX
Netflix Inc

Communication Services
142
+ 36.69%
$1147.87 - $1297.18 $163K - $184K
529 $634K
ORCL
Oracle Corp

Technology
69
+ 5.61%
$218.96 - $328.33 $15.1K - $22.7K
1.3K $365K
CVX
Chevron Corp

Energy
73
+ 1.73%
$145.57 - $161.83 $10.6K - $11.8K
4.29K $666K
CAT
Caterpillar Inc

Industrials
27
+ 5.66%
$390.92 - $477.15 $10.6K - $12.9K
504 $240K
BNDX
Vanguard Total International B

ETFs
1.06K
+ 6.88%
$49.0 - $49.51 $51.8K - $52.4K
16.4K $813K
META
Meta Platforms, Inc.

Communication Services
79
+ 3.8%
$695.21 - $791.73 $54.9K - $62.5K
2.16K $1.59M
ICSH
Blackrock Ultra Short Term Bon

ETFs
866
+ 1.01%
$50.52 - $50.75 $43.8K - $43.9K
86.9K $4.41M
BND
Vanguard Bd Index Fd Inc Total

ETFs
330
+ 1.34%
$72.57 - $74.72 $23.9K - $24.7K
24.9K $1.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
75
+ 38.46%
$224.68 - $282.71 $16.9K - $21.2K
270 $75K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
92
+ 1.67%
$72.04 - $77.35 $6.63K - $7.12K
5.6K $429K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
48
+ 12.87%
$284.45 - $324.95 $13.7K - $15.6K
421 $134K
RTX
Raytheon Technologies Corp

Industrials
118
+ 47.2%
$144.19 - $167.33 $17K - $19.7K
368 $61K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
144
+ 51.25%
$131.47 - $143.64 $18.9K - $20.7K
425 $60K
BAC
Bank Of America Corp

Financial Services
343
+ 26.53%
$44.92 - $52.42 $15.4K - $18K
1.64K $84K
QCOM
Qualcomm Inc

Technology
42
+ 2.85%
$145.84 - $173.55 $6.13K - $7.29K
1.52K $252K
CB
Chubb LTD

Financial Services
69
+ 52.27%
$265.99 - $289.59 $18.4K - $20K
201 $56K
COP
Conocophillips

Energy
25
+ 0.8%
$91.0 - $98.99 $2.28K - $2.47K
3.16K $299K
IWN
Ishares Russell2000 Val ETF

ETFs
47
+ 12.53%
$157.1 - $178.94 $7.38K - $8.41K
422 $74K
SO
Southern CO

Utilities
137
+ 39.14%
$90.83 - $96.0 $12.4K - $13.2K
487 $46K
PPA
Invesco Exchange Traded Fd Tr

ETFs
80
+ 84.21%
$139.82 - $155.45 $11.2K - $12.4K
175 $27K
VZ
Verizon Communications Inc

Communication Services
216
+ 6.9%
$40.84 - $45.06 $8.82K - $9.73K
3.35K $147K
IJK
Ishares S&P Midcap 400 Growth

ETFs
74
+ 7.71%
$91.28 - $97.59 $6.75K - $7.22K
1.03K $99K
USB
Us Bancorp \De\

Financial Services
150
+ 107.14%
$43.94 - $50.41 $6.59K - $7.56K
290 $14K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
156
+ 150.0%
$50.02 - $53.28 $7.8K - $8.31K
260 $13K
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 0.16%
$226.02 - $259.01 $1.36K - $1.55K
3.87K $925K
FISV
Fiserv Inc

Technology
41
+ 2.5%
N/A
1.68K $210K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 9.09%
$5364.25 - $5815.92 $5.36K - $5.82K
12 $64K
Linde PLC
26
+ 173.33%
N/A
41 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
153
+ 8.02%
$60.9 - $70.75 $9.32K - $10.8K
2.06K $128K
Blackrock Inc
14
+ 1.65%
N/A
861 $0
Ge Vernova Inc
12
+ 0.67%
N/A
1.8K $0
PG
Procter & Gamble CO

Consumer Defensive
68
+ 2.24%
$150.47 - $161.22 $10.2K - $11K
3.1K $476K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.6%
$288.69 - $310.94 $1.73K - $1.87K
1.01K $295K
KO
Coca Cola CO

Consumer Defensive
111
+ 1.74%
$65.67 - $71.67 $7.29K - $7.96K
6.48K $429K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
21
+ 1.67%
$366.54 - $479.53 $7.7K - $10.1K
1.28K $500K
ICE
Intercontinental Exchange, Inc.

Financial Services
42
+ 0.27%
$167.28 - $188.45 $7.03K - $7.91K
15.6K $2.63M
Activity Summary
Buys All Purchases 65 New Holdings 15 Increased Positions 50 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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