Bok Financial Private Wealth, Inc. Incresed Positions in Q1 2025

Bok Financial Private Wealth, Inc.

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
176K
+ 14.86%
$47.4 - $52.99 $8.34M - $9.33M
1.36M $69.2M
VGSH
Vanguard

ETFs
75.1K
+ 81.26%
$58.07 - $58.69 $4.36M - $4.41M
168K $9.83M
IEFA
Ishares Tr

ETFs
13.2K
+ 2.28%
$69.57 - $78.65 $922K - $1.04M
594K $45M
VTV
Vanguard Value ETF

ETFs
2.8K
+ 0.49%
$167.73 - $179.21 $470K - $502K
576K $99.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.07K
+ 12.14%
$442.66 - $534.52 $472K - $570K
9.85K $5.24M
NVDA
Nvidia Corp

Technology
8.85K
+ 242.0%
$106.98 - $149.43 $946K - $1.32M
12.5K $1.35M
GLD
Spdr Gold Trust

ETFs
968
+ 7.89%
$243.19 - $288.14 $235K - $279K
13.2K $3.82M
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 223.19%
$576.36 - $736.67 $638K - $815K
1.6K $923K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.3K
+ 28.08%
$27.01 - $28.54 $466K - $492K
78.7K $2.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.17K
+ 18.28%
$551.42 - $612.93 $647K - $719K
7.59K $4.25M
RJF
Raymond James Financial Inc

Financial Services
3.08K
+ 3667.86%
$137.62 - $172.64 $424K - $532K
3.17K $439K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4
+ 0.0%
$18.36 - $20.51 $73.4 - $82
328K $6.48M
ONON
On Holding Ag

Consumer Cyclical
8.95K
+ 4262.38%
$43.92 - $63.62 $393K - $569K
9.16K $402K
LLY
Eli Lilly & CO

Healthcare
436
+ 351.61%
$725.72 - $929.72 $316K - $405K
560 $462K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.83K
+ 25.47%
$56.17 - $59.71 $327K - $348K
28.7K $1.64M
UNP
Union Pacific Corp

Industrials
437
+ 5.13%
$225.21 - $254.42 $98.4K - $111K
8.96K $2.12M
CAH
Cardinal Health Inc

Healthcare
69
+ 0.84%
$118.02 - $137.77 $8.14K - $9.51K
8.26K $1.14M
SBUX
Starbucks Corp

Consumer Cyclical
1.15K
+ 294.12%
$91.75 - $115.81 $106K - $133K
1.54K $151K
HIG
Hartford Financial Services Group, Inc.

Financial Services
92
+ 1.51%
$106.31 - $123.73 $9.78K - $11.4K
6.18K $765K
V
Visa Inc.

Financial Services
94
+ 7.34%
$306.92 - $362.71 $28.9K - $34.1K
1.38K $481K
PWR
Quanta Services, Inc.

Industrials
376
+ 118.24%
$236.71 - $358.03 $89K - $135K
694 $176K
CSCO
Cisco Systems, Inc.

Technology
180
+ 0.77%
$58.74 - $64.87 $10.6K - $11.7K
23.6K $1.45M
COP
Conocophillips

Energy
440
+ 12.14%
$88.6 - $105.85 $39K - $46.6K
4.07K $426K
PRU
Prudential Financial Inc

Financial Services
518
+ 58.73%
$105.04 - $122.33 $54.4K - $63.4K
1.4K $156K
GE
General Electric CO

Industrials
95
+ 10.83%
$168.59 - $212.13 $16K - $20.2K
972 $194K
MDT
Medtronic PLC

Healthcare
528
+ 8800.0%
$79.84 - $94.5 $42.2K - $49.9K
534 $47K
AZN
Astrazeneca PLC

Healthcare
536
+ 197.79%
$65.37 - $77.96 $35K - $41.8K
807 $59K
PGR
Progressive Corp

Financial Services
100
+ 32.26%
$235.61 - $291.22 $23.6K - $29.1K
410 $116K
CME
Cme Group Inc.

Financial Services
146
+ 1123.08%
$225.82 - $266.54 $33K - $38.9K
159 $42K
MDLZ
Mondelez International, Inc.

Consumer Defensive
317
+ 16.6%
$56.12 - $68.15 $17.8K - $21.6K
2.23K $151K
USB
Us Bancorp \De\

Financial Services
761
+ 543.57%
$40.92 - $50.9 $31.1K - $38.7K
901 $38K
TFC
Truist Financial Corp

Financial Services
658
+ 263.2%
$39.48 - $48.15 $26K - $31.7K
908 $37K
KEY
Keycorp

Financial Services
1.74K
+ 582.55%
$15.15 - $18.3 $26.3K - $31.8K
2.03K $32K
FE
Firstenergy Corp

Utilities
660
+ 1178.57%
$37.95 - $43.5 $25K - $28.7K
716 $28K
CTAS
Cintas Corp

Industrials
121
+ 2016.67%
$182.09 - $208.14 $22K - $25.2K
127 $26K
GS
Goldman Sachs Group Inc

Financial Services
46
+ 80.7%
$524.81 - $672.19 $24.1K - $30.9K
103 $56K
LMT
Lockheed Martin Corp

Industrials
63
+ 69.23%
$423.19 - $506.29 $26.7K - $31.9K
154 $68K
FAST
Fastenal CO

Industrials
302
+ 3775.0%
$71.11 - $79.98 $21.5K - $24.2K
310 $24K
DGX
Quest Diagnostics Inc

Healthcare
163
+ 1253.85%
N/A
176 $24K
TROW
Price T Rowe Group Inc

Financial Services
251
+ 2510.0%
$91.57 - $116.93 $23K - $29.3K
261 $23K
ADBE
Adobe Inc.

Technology
55
+ 687.5%
$377.84 - $464.11 $20.8K - $25.5K
63 $24K
AMAT
Applied Materials Inc

Technology
148
+ 128.7%
$145.06 - $195.51 $21.5K - $28.9K
263 $38K
SYF
Synchrony Financial

Financial Services
364
+ 2022.22%
$51.9 - $70.63 $18.9K - $25.7K
382 $20K
BLDR
Builders First Source, Inc.

Industrials
178
+ 97.27%
$122.8 - $173.51 $21.9K - $30.9K
361 $45K
AMP
Ameriprise Financial Inc

Financial Services
40
+ 2000.0%
$472.29 - $575.13 $18.9K - $23K
42 $20K
ISRG
Intuitive Surgical Inc

Healthcare
49
+ 26.34%
$476.63 - $610.45 $23.4K - $29.9K
235 $116K
TJX
Tjx Companies Inc

Consumer Cyclical
142
+ 25.4%
$112.81 - $126.16 $16K - $17.9K
701 $85K
INGR
Ingredion Inc

Consumer Defensive
134
+ 74.44%
$125.6 - $137.36 $16.8K - $18.4K
314 $42K
PSX
Phillips 66

Energy
133
+ 92.36%
$113.93 - $131.55 $15.2K - $17.5K
277 $34K
Activity Summary
Buys All Purchases 148 New Holdings 52 Increased Positions 96 Sells All Sells 201 Reductions 199 Sold out 2 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