BOK Financial Private Wealth, Inc.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $2.35M | 0.1% |
| Intercontinental Exchange, Inc. | $2.28M | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $2.25M | 0.1% |
| INVESCO QQQ TR | $2.25M | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $2.13M | 0.1% |
| PEPSICO INC | $2.10M | 0.1% |
| Lennox International Inc | $1.99M | 0.1% |
| NVIDIA Corp | $1.88M | 0.1% |
| ECOLAB INC. | $1.88M | 0.1% |
| SCHWAB STRATEGIC TR | $1.88M | 0.1% |
| ISHARES TR | $1.88M | 0.1% |
| LOWES COMPANIES INC | $1.86M | 0.1% |
| ISHARES TR | $1.86M | 0.1% |
| THERMO FISHER SCIENTIFIC INC. | $1.84M | 0.1% |
| JOHNSON & JOHNSON | $1.80M | 0.1% |
| ISHARES TR | $1.79M | 0.1% |
| ITT INC. | $1.75M | 0.1% |
| ISHARES TR | $1.72M | 0.1% |
| Keysight Technologies, Inc. | $1.65M | 0.1% |
| AMERICAN CENTY ETF TR | $1.65M | 0.1% |
| Union Pacific Corp | $1.64M | 0.1% |
| HONEYWELL INTERNATIONAL INC | $1.63M | 0.1% |
| VANGUARD BD INDEX FDS | $1.61M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.59M | 0.1% |
| CISCO SYSTEMS, INC. | $1.54M | 0.1% |
| VANGUARD WORLD FD | $1.51M | 0.1% |
| EXXON MOBIL CORP | $1.49M | 0.1% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $1.28M | 0.1% |
| Meta Platforms Inc | $1.25M | 0.1% |
| Xylem Inc. | $1.23M | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $1.15M | 0.1% |
| EMERSON ELECTRIC CO | $1.05M | 0.1% |
| MCDONALD'S CORP | $1.02M | 0.1% |
| Edwards Lifesciences Corp | $967.8K | 0.1% |
| Alphabet Inc. | $963.4K | 0.1% |
| Accenture plc | $871.3K | 0.1% |
| SPDR SERIES TRUST | $869.9K | 0.1% |
| WISDOMTREE TR | $850.3K | 0.1% |
| GE Vernova Inc. | $847.7K | 0.1% |
| CHEVRON CORP | $832.2K | 0.1% |
| ConocoPhillips | $823.3K | 0.0% |
| BlackRock, Inc. | $810.7K | 0.0% |
| AbbVie Inc. | $807.8K | 0.0% |
| CHURCH & DWIGHT CO INC /DE | $803.6K | 0.0% |
| WASTE MANAGEMENT INC | $784.7K | 0.0% |
| CARDINAL HEALTH INC | $782.1K | 0.0% |
| Arista Networks, Inc.ANET | $770.4K | 0.0% |
| Motorola Solutions, Inc. | $769.8K | 0.0% |
| VANGUARD CHARLOTTE FDS | $762.3K | 0.0% |
| JACOBS SOLUTIONS INC. | $745.9K | 0.0% |