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BOK Financial Private Wealth Inc. Top Holdings
As of  03/31/2022, below is a summary of the BOK Financial Private Wealth Inc. top holdings by largest position size, as per the latest 13f filing made by BOK Financial Private Wealth Inc.. In the BOK Financial Private Wealth Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by BOK Financial Private Wealth Inc. in that top holding, then the share count change between reporting periods, and finally the BOK Financial Private Wealth Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
VANGUARD GROWTH ETF (VUG) 396,677 +2,013 $114,084
     VUG396,677+2,013$114,084
VANGUARD S&P 500 ETF (VOO) 265,222 -14,054 $110,112
     VOO265,222-14,054$110,112
ISHARES CORE S&P MIDCAP ETF (IJH) 344,901 -2,195 $92,551
     IJH344,901-2,195$92,551
VANGUARD VALUE ETF (VTV) 543,734 -878 $80,353
     VTV543,734-878$80,353
VANGUARD FTSE DEVELOPED ETF (VEA) 1,430,223 -26,566 $68,694
     VEA1,430,223-26,566$68,694
ISHARES CORE S&P 500 ETF (IVV) 150,345 -5,162 $68,210
     IVV150,345-5,162$68,210
VANGUARD REAL ESTATE ETF (VNQ) 410,707 +12,201 $44,508
     VNQ410,707+12,201$44,508
ISHARES GOLD TRUST (IAU) 1,139,293 +1,139,293 $41,960
     IAU1,139,293+1,139,293$41,960
VANGUARD MID CAP ETF (VO) 145,255 -13,591 $34,547
     VO145,255-13,591$34,547
ISHARES MSCI EAFE GROWTH ETF (EFG) 350,843 -25,688 $33,776
     EFG350,843-25,688$33,776
ISHARES RUSSELL 1000 ETF (IWB) 121,549 +7,218 $30,396
     IWB121,549+7,218$30,396
APPLE INC 172,710 +9,384 $30,157
     AAPL172,710+9,384$30,157
ISHARES MSCI USA QUALITY FAC (QUAL) 208,774 -9,780 $28,107
     QUAL208,774-9,780$28,107
VANGUARD FTSE EMERGING MARKE (VWO) 599,081 -12,210 $27,636
     VWO599,081-12,210$27,636
ISHARES CORE S&P SMALL CAP E (IJR) 254,664 +396 $27,473
     IJR254,664+396$27,473
ISHARES MSCI EAFE VALUE ETF (EFV) 536,152 -42,244 $26,947
     EFV536,152-42,244$26,947
BLACKROCK ULTRA SHORT TERM B 493,912 +22,539 $24,770
     ICSH493,912+22,539$24,770
MICROSOFT CORP 73,285 +3,557 $22,594
     MSFT73,285+3,557$22,594
ALPHABET INC CL A 5,895 +161 $16,396
     GOOGL5,895+161$16,396
AMAZON.COM INC 4,967 +238 $16,192
     AMZN4,967+238$16,192
VANGUARD SMALL CAP ETF (VB) 62,272 -2,732 $13,234
     VB62,272-2,732$13,234
ISHARES S&P 500 GROWTH ETF (IVW) 145,497 +13,298 $11,113
     IVW145,497+13,298$11,113
JOHNSON & JOHNSON 56,345 +2,232 $9,986
     JNJ56,345+2,232$9,986
ISHARES CORE MSCI EMERGING (IEMG) 169,614 -11,036 $9,422
     IEMG169,614-11,036$9,422
ISHARES CORE MSCI EAFE ETF (IEFA) 134,293 -23,956 $9,335
     IEFA134,293-23,956$9,335
BERKSHIRE HATHAWAY INC CL B      $9,013
     BRK.B16,544+1,505$5,839
     BRK.A6+1$3,174
UNITEDHEALTH GROUP INC 16,918 +620 $8,628
     UNH16,918+620$8,628
MASTERCARD INC A 23,544 +1,876 $8,414
     MA23,544+1,876$8,414
VANGUARD TOTAL STOCK MKT ETF (VTI) 35,553 +1,300 $8,094
     VTI35,553+1,300$8,094
COSTCO WHOLESALE CORP 13,841 +469 $7,970
     COST13,841+469$7,970
BROADCOM INC 12,484 +403 $7,861
     AVGO12,484+403$7,861
JPMORGAN CHASE & CO 57,070 +692 $7,780
     JPM57,070+692$7,780
SCHWAB INTL EQUITY ETF (SCHF) 199,644 -1,508 $7,331
     SCHF199,644-1,508$7,331
ISHARES MSCI EAFE ETF (EFA) 94,372 +1,136 $6,946
     EFA94,372+1,136$6,946
ACCENTURE PLC CL A 19,900 +188 $6,711
     ACN19,900+188$6,711
CISCO SYSTEMS INC 114,973 +3,665 $6,411
     CSCO114,973+3,665$6,411
THERMO FISHER SCIENTIFIC INC 10,466 +76 $6,182
     TMO10,466+76$6,182
INTUIT INC 12,486 +133 $6,004
     INTU12,486+133$6,004
PIONEER NATURAL RESOURCES CO 23,172 +346 $5,794
     PXD23,172+346$5,794
EDWARDS LIFESCIENCES CORP 48,316 +395 $5,688
     EW48,316+395$5,688
LOWE S COS INC 27,861 -253 $5,633
     LOW27,861-253$5,633
PALO ALTO NETWORKS INC 8,813 +211 $5,486
     PANW8,813+211$5,486
UNION PACIFIC CORP 19,545 +702 $5,340
     UNP19,545+702$5,340
INTERCONTINENTAL EXCHANGE IN (ICE) 39,793 +248 $5,257
     ICE39,793+248$5,257
SCHWAB US BROAD MARKET ETF (SCHB) 91,587 +45,708 $4,890
     SCHB91,587+45,708$4,890
ZOETIS INC 24,159 -46 $4,556
     ZTS24,159-46$4,556
PEPSICO INC 27,093 +1,123 $4,535
     PEP27,093+1,123$4,535
MORGAN STANLEY 51,500 +458 $4,501
     MS51,500+458$4,501
WALT DISNEY CO THE 30,721 +3,437 $4,214
     DIS30,721+3,437$4,214
AMPHENOL CORP CL A 55,797 +754 $4,204
     APH55,797+754$4,204

See Full List: All Stocks Held By BOK Financial Private Wealth Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BOK Financial Private Wealth Inc.

Size ($ in 1000's)
At 03/31/2022: $1,407,636
At 12/31/2021: $1,451,186

BOK Financial Private Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BOK Financial Private Wealth Inc. 13F filings. Link to 13F filings: SEC filings

BOK Financial Private Wealth Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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