Bok Financial Private Wealth, Inc. New Holdings in Q1 2025

Bok Financial Private Wealth, Inc.

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
4.66K
New
$92.71 - $107.38 $432K - $500K
4.66K $432K
EVR
Evercore Inc.

Financial Services
1.85K
New
$190.28 - $291.27 $353K - $540K
1.85K $370K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.91K
New
$105.24 - $117.4 $200K - $224K
1.91K $202K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.8K
New
$48.65 - $53.06 $136K - $149K
2.8K $145K
MTN
Vail Resorts Inc

Consumer Cyclical
584
New
$153.58 - $184.72 $89.7K - $108K
584 $93K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
354
New
$192.82 - $222.1 $68.3K - $78.6K
354 $68K
DUK
Duke Energy Corp

Utilities
376
New
$105.87 - $121.97 $39.8K - $45.9K
376 $45K
GTY
Getty Realty Corp

Real Estate
1.06K
New
$29.11 - $31.4 $30.9K - $33.3K
1.06K $33K
ROL
Rollins Inc

Consumer Cyclical
537
New
$45.65 - $54.03 $24.5K - $29K
537 $29K
CSL
Carlisle Companies Inc

Industrials
74
New
$326.43 - $408.24 $24.2K - $30.2K
74 $25K
STAG
Stag Industrial, Inc.

Real Estate
540
New
$32.39 - $37.07 $17.5K - $20K
540 $19K
FICO
Fair Isaac Corp

Technology
10
New
$1695.35 - $2030.47 $17K - $20.3K
10 $18K
HUBB
Hubbell Inc

Industrials
54
New
$330.91 - $456.86 $17.9K - $24.7K
54 $17K
PCG
Pg&E Corp

Utilities
910
New
$15.16 - $20.4 $13.8K - $18.6K
910 $15K
CASY
Caseys General Stores Inc

Consumer Cyclical
34
New
$378.71 - $442.54 $12.9K - $15K
34 $14K
CRWD
Crowd Strike Holdings, Inc.

Technology
34
New
$308.86 - $455.36 $10.5K - $15.5K
34 $11K
SEIC
Sei Investments CO

Financial Services
154
New
$72.08 - $86.58 $11.1K - $13.3K
154 $11K
VRSN
Verisign Inc

Technology
41
New
$205.1 - $254.74 $8.41K - $10.4K
41 $10K
BERY
Berry Global Group, Inc.

Consumer Cyclical
137
New
$64.35 - $73.03 $8.82K - $10K
137 $9K
OHI
Omega Healthcare Investors Inc

Real Estate
203
New
$35.7 - $38.33 $7.25K - $7.78K
203 $7K
UHS
Universal Health Services Inc

Healthcare
38
New
$163.99 - $193.27 $6.23K - $7.34K
38 $7K
LAMR
Lamar Advertising CO

Real Estate
66
New
$110.65 - $132.9 $7.3K - $8.77K
66 $7K
RRX
Regal Rexnord Corp

Industrials
65
New
$113.85 - $167.1 $7.4K - $10.9K
65 $7K
TRU
Trans Union

Industrials
87
New
$80.45 - $100.25 $7K - $8.72K
87 $7K
SNA
Snap On Inc

Industrials
18
New
$324.09 - $358.62 $5.83K - $6.46K
18 $6K
FOUR
Shift4 Payments, Inc.

Technology
78
New
$81.71 - $125.66 $6.37K - $9.8K
78 $6K
XLB
Select Sector Spdr Fd Material

ETFs
70
New
$83.19 - $90.99 $5.82K - $6.37K
70 $6K
FTI
Technip Fmc PLC

Energy
213
New
$25.3 - $32.57 $5.39K - $6.94K
213 $6K
WSM
Williams Sonoma Inc

Consumer Cyclical
44
New
$158.1 - $217.71 $6.96K - $9.58K
44 $6K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
53
New
$120.5 - $145.97 $6.39K - $7.74K
53 $6K
GXO
Gxo Logistics, Inc.

Industrials
170
New
$36.31 - $46.18 $6.17K - $7.85K
170 $6K
UTHR
United Therapeutics Corp

Healthcare
22
New
$304.42 - $380.78 $6.7K - $8.38K
22 $6K
MANH
Manhattan Associates Inc

Technology
34
New
$163.5 - $295.1 $5.56K - $10K
34 $5K
AYI
Acuity Brands Inc

Industrials
22
New
$257.8 - $337.07 $5.67K - $7.42K
22 $5K
PLTR
Palantir Technologies Inc.

Technology
67
New
$64.98 - $124.62 $4.35K - $8.35K
67 $5K
FCN
Fti Consulting, Inc

Industrials
34
New
$160.54 - $198.75 $5.46K - $6.76K
34 $5K
EQT
Eqt Corp

Energy
110
New
$46.16 - $54.25 $5.08K - $5.97K
110 $5K
EHC
Encompass Health Corp

Healthcare
54
New
$91.05 - $102.2 $4.92K - $5.52K
54 $5K
AN
Autonation, Inc.

Consumer Cyclical
35
New
$156.67 - $195.15 $5.48K - $6.83K
35 $5K
QRVO
Qorvo, Inc.

Technology
71
New
$69.12 - $90.57 $4.91K - $6.43K
71 $5K
ATR
Aptargroup, Inc.

Healthcare
27
New
$141.7 - $159.83 $3.83K - $4.32K
27 $4K
LDOS
Leidos Holdings, Inc.

Technology
31
New
$126.82 - $161.11 $3.93K - $4.99K
31 $4K
RNG
Ring Central, Inc.

Technology
196
New
$24.76 - $36.77 $4.85K - $7.21K
196 $4K
GPS
Gap Inc

Consumer Cyclical
183
New
N/A
183 $3K
Kenvue Inc
275
New
N/A
275 $0
Millrose Pptys Inc
37
New
N/A
37 $0
Choiceone Finl Svcs Inc
135
New
N/A
135 $0
Peakstone Realty Trust
8.38K
New
N/A
8.38K $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
0
New
$203.38 - $274.79 $0 - $0
0 $0
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
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