BOK Financial Private Wealth, Inc.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| PROCTER & GAMBLE Co | $317.9K | 0.0% |
| VANGUARD INDEX FDS | $315.9K | 0.0% |
| DIMENSIONAL ETF TRUST | $315.4K | 0.0% |
| DOVER Corp | $312.7K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $311.3K | 0.0% |
| SELECT SECTOR SPDR TR | $308.4K | 0.0% |
| FIRST TR EXCHANGE-TRADED FD | $307.6K | 0.0% |
| SELECT SECTOR SPDR TR | $307.1K | 0.0% |
| SELECT SECTOR SPDR TR | $303.0K | 0.0% |
| ISHARES INC | $292.3K | 0.0% |
| ISHARES TR | $281.0K | 0.0% |
| VANGUARD INDEX FDS | $276.4K | 0.0% |
| ROLLINS INC | $275.4K | 0.0% |
| Vulcan Materials Co | $272.3K | 0.0% |
| GENERAL ELECTRIC CO | $264.2K | 0.0% |
| VANGUARD ADMIRAL FDS INC | $249.4K | 0.0% |
| Visa Inc | $245.2K | 0.0% |
| BOSTON SCIENTIFIC CORP | $239.7K | 0.0% |
| BNY MELLON ETF TRUST | $237.8K | 0.0% |
| CULLEN/FROST BANKERS, INC. | $234.7K | 0.0% |
| PFIZER INC | $232.4K | 0.0% |
| Newmont Corp | $208.9K | 0.0% |
| AUTOMATIC DATA PROCESSING INC | $206.4K | 0.0% |
| VANGUARD WORLD FD | $205.8K | 0.0% |
| Cigna Group | $200.3K | 0.0% |
| ISHARES TR | $192.5K | 0.0% |
| STATE STR SPDR DOW JONES IND | $186.6K | 0.0% |
| SCHWAB STRATEGIC TR | $186.2K | 0.0% |
| MCKESSON CORP | $180.2K | 0.0% |
| V2X, Inc.VVX | $175.5K | 0.0% |
| Markel Group Inc | $174.2K | 0.0% |
| SELECT SECTOR SPDR TR | $172.3K | 0.0% |
| SoFi Technologies, Inc. | $170.9K | 0.0% |
| BRISTOL MYERS SQUIBB CO | $168.6K | 0.0% |
| Vertiv Holdings Co | $162.6K | 0.0% |
| Amentum Holdings, Inc. | $159.7K | 0.0% |
| VERIZON COMMUNICATIONS INC | $158.6K | 0.0% |
| ALTRIA GROUP, INC. | $158.2K | 0.0% |
| FIDELITY COVINGTON TRUST | $158.1K | 0.0% |
| Becton Dickinson & Co | $157.2K | 0.0% |
| QUALCOMM INC/DE | $148.2K | 0.0% |
| ISHARES TR | $146.8K | 0.0% |
| T-Mobile US, Inc.TMUS | $143.7K | 0.0% |
| NICE Ltd. | $142.8K | 0.0% |
| BNY MELLON ETF TRUST II | $142.6K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $140.6K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $139.5K | 0.0% |
| BP PLC | $135.9K | 0.0% |
| SCHWAB STRATEGIC TR | $135.4K | 0.0% |
| Corteva, Inc. | $133.4K | 0.0% |