Bok Financial Private Wealth, Inc. Incresed Positions 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
VTV
Vanguard Value ETF

ETFs
2.59K
+ 0.45%
$153.67 - $176.74 $398K - $458K
579K $102M
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
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
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
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
800
+ 200.0%
$37.36 - $43.85 $29.9K - $35.1K
1.2K $52K
SCHW
Schwab Charles Corp

Financial Services
293
+ 136.92%
$69.06 - $91.24 $20.2K - $26.7K
507 $46K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
269
+ 62.85%
$68.45 - $79.52 $18.4K - $21.4K
697 $55K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
16
+ 4.15%
$376.48 - $440.65 $6.02K - $7.05K
402 $177K
VVX
V2 X, Inc.

Industrials
356
+ 7.06%
$43.76 - $52.31 $15.6K - $18.6K
5.4K $262K
RTX
Raytheon Technologies Corp

Industrials
78
+ 45.35%
$113.75 - $148.48 $8.87K - $11.6K
250 $36K
NEE
Nextera Energy Inc

Utilities
132
+ 37.18%
$64.11 - $75.0 $8.46K - $9.9K
487 $33K
DHS
Wisdomtree Tr U.S

ETFs
115
+ 10.78%
$87.71 - $98.37 $10.1K - $11.3K
1.18K $113K
TXN
Texas Instruments Inc

Technology
33
+ 7.76%
N/A
458 $89K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 1.08%
$108.87 - $133.04 $327 - $399
281 $37K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
30
+ 0.67%
$45.12 - $46.23 $1.35K - $1.39K
4.52K $208K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26
+ 0.77%
$22.4 - $23.8 $582 - $619
3.4K $80K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
156
+ 0.76%
$28.02 - $32.37 $4.37K - $5.05K
20.8K $660K
Kenvue Inc
656
+ 238.55%
N/A
931 $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
22
+ 0.47%
$68.13 - $74.77 $1.5K - $1.64K
4.71K $342K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.17K
+ 1055.38%
$87.84 - $1441.89 $629K - $10.3M
7.85K $707K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.06%
$483.48 - $539.8 $2.9K - $3.24K
9.85K $4.79M
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
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