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BOK Financial Private Wealth, Inc.

13F
BOK Financial Private Wealth, Inc.
Last update 2025-05-14 466 Stocks (52 new)
Value $1.33 Bil Turnover 2 %
Countries:
BOK Financial Private Wealth, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
492,784
253,246.9
+1.99%
19.020
+0.37%
0.040
+16.45%
+8.96%
664,077.8
 
VUG
Vanguard Growth ETF
399,182
148,024.6
+1.26%
11.120
+0.14%
0.110
+22.07%
+10.46%
166,080.2
 
VTV
Vanguard Value ETF
576,248
99,541.1
+0.49%
7.480
+0.04%
0.070
+9.57%
+7.46%
135,011.0
 
IJH
iShares Core S&P Mid-Cap ETF
1,375,706
80,272.4
+2.83%
6.030
+0.17%
0.090
+12.58%
+3.00%
97,797.3
 
VEA
Vanguard FTSE Developed Markets ETF
1,360,707
69,164.8
+14.86%
5.200
+0.67%
0.050
+11.93%
+23.01%
162,442.1
 
IWB
iShares Russell 1000 ETF
219,688
67,387.2
-2.13%
5.060
-0.11%
0.180
+16.36%
+8.75%
41,856.7
 
VXUS
Vanguard Total International Stock
1,061,035
65,890.3
-4.74%
4.950
-0.23%
0.080
+12.30%
+21.01%
93,859.7
 
IVV
iShares Core S&P 500 ETF
116,582
65,507.6
-1.62%
4.920
-0.08%
0.010
+16.45%
+8.98%
642,461.0
 
IEFA
iShares Core MSCI EAFE ETF
594,352
44,962.7
+2.28%
3.380
+0.08%
0.040
+11.09%
+22.93%
146,414.2
 
VO
Vanguard Mid-Cap ETF
154,896
40,059.2
+0.18%
3.010
+0.01%
0.060
+13.58%
+9.73%
80,610.0
 

BOK Financial Private Wealth, Inc.'s Historical Top Holdings Breakdowns

BOK Financial Private Wealth, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.67%
47.4 ($50.6) 52.99
$58.09
14.80%
Add 14.86%
1,360,707
176,017
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.37%
507.05 ($540.58) 563.67
$583.26
7.90%
Add 1.99%
492,784
9,592
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+0.33%
58.07 ($58.36) 58.69
$58.54
0.31%
Add 81.26%
167,561
75,118
VXUS
Vanguard Total International Stock
2025-03-31
Reduce
Reduce
-0.23%
58.01 ($61.77) 64.46
$70.59
14.28%
Reduce -4.74%
1,061,035
-52,770
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.19%
102.49 ($112.84) 119.96
$112.32
-0.46%
Reduce -10.99%
179,275
-22,141
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.17%
57.21 ($62.1) 65.8
$63.80
2.74%
Add 2.83%
1,375,706
37,877
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.14%
369.1 ($404.54) 427.61
$452.27
11.80%
Add 1.26%
399,182
4,949
IWB
iShares Russell 1000 ETF
2025-03-31
Reduce
Reduce
-0.11%
302.31 ($323.34) 337.54
$348.52
7.79%
Reduce -2.13%
219,688
-4,789
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.10%
209.68 ($231.67) 247.1
$213.76
-7.73%
Reduce -7.63%
66,434
-5,486
SLB
Schlumberger Ltd
2025-03-31
Reduce
Reduce
-0.10%
38.4 ($40.98) 43.74
$35.24
-14.01%
Reduce -68.01%
15,956
-33,922

BOK Financial Private Wealth, Inc. Total Holding History ($B)

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BOK Financial Private Wealth, Inc.'s Asset Allocation

To

BOK Financial Private Wealth, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BOK Financial Private Wealth, Inc.'s Hypothetical Growth since 2025-03-31

BOK Financial Private Wealth, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

BOK Financial Private Wealth, Inc.'s Holdings Heat Map

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BOK Financial Private Wealth, Inc.'s Holdings Bubble Chart

BOK Financial Private Wealth, Inc. News

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