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

Bok Financial Private Wealth, Inc.

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
-83
- 34.16%
$9.12 - $10.43 $757 - $866
160 $1K
RMD
Resmed Inc

Healthcare
-4
- 3.05%
$219.7 - $257.65 $879 - $1.03K
127 $28K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-5
- 18.52%
$61.92 - $76.95 $310 - $385
22 $1K
PNW
Pinnacle West Capital Corp

Utilities
-18
- 15.25%
$81.76 - $95.25 $1.47K - $1.71K
100 $9K
Linde PLC
-8
- 34.78%
N/A
15 $0
Lam Research Corp
-33
- 7.62%
N/A
400 $0
Jacobs Solutions Inc
-1.05K
- 9.19%
N/A
10.4K $0
Arista Networks Inc
-3.83K
- 28.8%
N/A
9.47K $0
CB
Chubb LTD

Financial Services
-12
- 8.33%
$257.71 - $301.99 $3.09K - $3.62K
132 $39K
Gsk PLC
-1.6K
- 48.31%
N/A
1.71K $0
Ge Healthcare Technologies I
-10
- 3.39%
N/A
285 $0
SCHW
Schwab Charles Corp

Financial Services
-3
- 1.38%
$71.24 - $83.64 $214 - $251
214 $16K
MPC
Marathon Petroleum Corp

Energy
-7
- 3.38%
$134.72 - $159.03 $943 - $1.11K
200 $29K
BSX
Boston Scientific Corp

Healthcare
-28
- 7.05%
$89.38 - $106.18 $2.5K - $2.97K
369 $37K
KR
Kroger CO

Consumer Defensive
-13
- 3.02%
$58.36 - $67.72 $759 - $880
418 $28K
TRV
Travelers Companies, Inc.

Financial Services
-4
- 2.8%
$232.43 - $265.13 $930 - $1.06K
139 $36K
KO
Coca Cola CO

Consumer Defensive
-939
- 12.6%
$60.81 - $72.32 $57.1K - $67.9K
6.51K $466K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-174
- 2.25%
$128.74 - $138.67 $22.4K - $24.1K
7.56K $1.03M
BMY
Bristol Myers Squibb CO

Healthcare
-184
- 5.63%
$53.9 - $63.11 $9.92K - $11.6K
3.08K $188K
UBER
Uber Technologies, Inc

Technology
-63
- 9.45%
$63.17 - $81.49 $3.98K - $5.13K
604 $44K
DNP
Dnp Select Income Fund Inc

Financial Services
-425
- 4.41%
$8.93 - $9.92 $3.8K - $4.22K
9.22K $91K
VONV
Vanguard Russell 1000 Value Et

ETFs
-12
- 0.2%
$80.21 - $86.14 $963 - $1.03K
5.88K $485K
XLE
Energy Sector Spdr

ETFs
-148
- 5.21%
$85.7 - $93.96 $12.7K - $13.9K
2.69K $251K
BP
Bp PLC

Energy
-67
- 2.39%
$29.93 - $35.31 $2.01K - $2.37K
2.74K $92K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3K
- 2.52%
$42.5 - $46.71 $127K - $140K
116K $5.25M
T
At&T Inc.

Communication Services
-148
- 4.44%
$21.56 - $28.28 $3.19K - $4.19K
3.18K $89K
MCK
Mckesson Corp

Healthcare
-8
- 3.28%
$566.21 - $672.99 $4.53K - $5.38K
236 $158K
DVY
Ishares Tr

ETFs
-82
- 0.75%
$128.58 - $138.1 $10.5K - $11.3K
10.8K $1.45M
TSCO
Tractor Supply CO

Consumer Cyclical
-393
- 1.84%
$51.66 - $57.94 $20.3K - $22.8K
21K $1.16M
DFIV
Dimensional ETF Tr

ETFs
-88
- 1.03%
$35.33 - $40.77 $3.11K - $3.59K
8.46K $332K
DE
Deere & CO

Industrials
-19
- 2.02%
$408.57 - $509.27 $7.76K - $9.68K
922 $432K
IBM
International Business Machines Corp

Technology
-16
- 1.19%
$217.4 - $264.74 $3.48K - $4.24K
1.33K $331K
CVX
Chevron Corp

Energy
-450
- 8.91%
$146.71 - $167.97 $66K - $75.6K
4.6K $770K
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 2.6%
$117.15 - $158.79 $4.69K - $6.35K
1.5K $238K
ABT
Abbott Laboratories

Healthcare
-1.52K
- 11.52%
$111.1 - $140.22 $168K - $213K
11.6K $1.54M
HES
Hess Corp

Energy
-276
- 6.99%
$135.42 - $160.52 $37.4K - $44.3K
3.67K $586K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-194
- 9.78%
$402.49 - $513.76 $78.1K - $99.7K
1.79K $867K
CTRA
Coterra Energy Inc.

Energy
-1.66K
- 4.12%
$25.51 - $29.83 $42.3K - $49.5K
38.6K $1.12M
CHD
Church & Dwight CO Inc

Consumer Defensive
-383
- 1.58%
$101.42 - $113.2 $38.8K - $43.4K
23.9K $2.63M
ECL
Ecolab Inc.

Basic Materials
-166
- 1.91%
$229.72 - $269.82 $38.1K - $44.8K
8.51K $2.16M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.23%
$890.62 - $1076.86 $10.7K - $12.9K
5.2K $4.92M
IAU
Ishares Gold Trust

ETFs
-70
- 0.41%
$49.74 - $58.96 $3.48K - $4.13K
17.1K $1.01M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3
- 0.44%
$1187.71 - $1432.58 $3.56K - $4.3K
679 $972K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.65K
- 8.29%
$142.8 - $176.36 $236K - $292K
18.3K $3.15M
XOM
Exxon Mobil Corp

Energy
-8
- 0.05%
$105.44 - $118.93 $844 - $951
17K $2.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-52.8K
- 4.74%
$58.01 - $64.46 $3.06M - $3.4M
1.06M $65.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-489
- 0.5%
$74.85 - $84.89 $36.6K - $41.5K
98.2K $8.02M
EFV
Msci Eafe Value ETF

ETFs
-3.23K
- 2.06%
$51.88 - $60.73 $168K - $196K
154K $9.07M
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