Bok Financial Private Wealth, Inc. New Holdings in Q2 2025

Bok Financial Private Wealth, Inc.

  • $1.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
101K
New
$44.89 - $54.38 $4.55M - $5.52M
101K $5.52M
LII
Lennox International Inc

Industrials
4.74K
New
$508.76 - $605.77 $2.41M - $2.87M
4.74K $2.72M
UDR
Udr, Inc.

Real Estate
16.6K
New
$38.09 - $45.36 $631K - $751K
16.6K $675K
GVA
Granite Construction Inc

Industrials
2.42K
New
$71.89 - $93.51 $174K - $226K
2.42K $226K
FDN
First Tr Fd Dow Jones

ETFs
200
New
$200.29 - $269.33 $40.1K - $53.9K
200 $53K
BFH
Bread Financial Holdings, Inc.

Financial Services
740
New
$41.88 - $57.12 $31K - $42.3K
740 $42K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
660
New
N/A
660 $42K
ELV
Elevance Health, Inc.

Healthcare
82
New
$372.27 - $452.69 $30.5K - $37.1K
82 $31K
SKYY
First Trust Cloud Computing Et

ETFs
200
New
$89.46 - $121.64 $17.9K - $24.3K
200 $24K
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
TDG
Trans Digm Group Inc

Industrials
12
New
$1231.75 - $1520.64 $14.8K - $18.2K
12 $18K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
222
New
$71.28 - $83.74 $15.8K - $18.6K
222 $18K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
388
New
$32.86 - $40.05 $12.7K - $15.5K
388 $15K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
75
New
$167.22 - $212.42 $12.5K - $15.9K
75 $14K
VICI
Vici Properties Inc.

Real Estate
420
New
$29.41 - $32.97 $12.4K - $13.8K
420 $13K
PPA
Invesco Exchange Traded Fd Tr

ETFs
95
New
$105.2 - $141.69 $9.99K - $13.5K
95 $13K
MCHP
Microchip Technology Inc

Technology
197
New
$35.34 - $71.6 $6.96K - $14.1K
197 $13K
PLD
Prologis, Inc.

Real Estate
120
New
$89.76 - $112.34 $10.8K - $13.5K
120 $12K
TRGP
Targa Resources Corp.

Energy
70
New
$157.32 - $205.72 $11K - $14.4K
70 $12K
IRM
Iron Mountain Inc

Real Estate
109
New
$76.93 - $105.25 $8.39K - $11.5K
109 $11K
DGRO
Ishares Core Dividend Growth E

ETFs
180
New
$55.22 - $63.94 $9.94K - $11.5K
180 $11K
EQIX
Equinix Inc

Real Estate
13
New
$740.07 - $914.43 $9.62K - $11.9K
13 $10K
BR
Broadridge Financial Solutions, Inc.

Technology
44
New
$217.22 - $246.25 $9.56K - $10.8K
44 $10K
CMCSA
Comcast Corp

Communication Services
277
New
$32.84 - $36.72 $9.1K - $10.2K
277 $9K
AJG
Arthur J. Gallagher & Co.

Financial Services
31
New
$310.86 - $348.77 $9.64K - $10.8K
31 $9K
ARES
Ares Management Corp

Financial Services
48
New
$118.04 - $175.83 $5.67K - $8.44K
48 $8K
VDC
Vanguard Consumer Staples ETF

ETFs
39
New
$204.89 - $224.73 $7.99K - $8.76K
39 $8K
JHMD
John Hancock ETF Tr Multifacto

ETFs
212
New
$31.34 - $38.59 $6.64K - $8.18K
212 $8K
VPU
Vanguard Utilities ETF

ETFs
44
New
$158.36 - $178.82 $6.97K - $7.87K
44 $7K
DGS
Wisdomtree Emerging Markets Sm

ETFs
121
New
$43.34 - $55.24 $5.24K - $6.68K
121 $6K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
143
New
$37.51 - $45.52 $5.36K - $6.51K
143 $6K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
104
New
$43.28 - $50.37 $4.5K - $5.24K
104 $5K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
42
New
$95.74 - $115.54 $4.02K - $4.85K
42 $4K
FVAL
Fidelity Covington Tr Value Fa

ETFs
72
New
$52.8 - $63.87 $3.8K - $4.6K
72 $4K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7
New
$180.84 - $240.32 $1.27K - $1.68K
7 $1K
Brookfield Renewable Corp
737
New
N/A
737 $0
Fidelity Covington Trust
141
New
N/A
141 $0
Ralliant Corp
119
New
N/A
119 $0
EQR
Equity Residential

Real Estate
0
New
$61.82 - $71.72 $0 - $0
0 $0
Brookfield Corp
250
New
N/A
250 $0
Brookfield Infrastructure CO
469
New
N/A
469 $0
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
26
New
$26.69 - $33.44 $694 - $869
26 $0
Masterbrand Inc
660
New
N/A
660 $0
Brookfield Asset Managmt LTD
62
New
N/A
62 $0
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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