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BOK Financial Private Wealth, Inc.

All holdings · as of Mar 31, 2026

448 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$61.7K3000.0%
PROGRESSIVE CORP/OH$60.5K3050.0%
OCCIDENTAL PETROLEUM CORP /DE$58.7K9000.0%
SELECT SECTOR SPDR TR$58.2K3600.0%
NUTRIEN LTD$58.1K7650.0%
CORNING INC /NY$58.0K4270.0%
ALPS ETF TR$57.1K1,2000.0%
FIDELITY COVINGTON TRUST$56.1K7980.0%
ORACLE CORP$55.2K3750.0%
ISHARES TR$54.0K9500.0%
RTX Corp$52.9K2740.0%
COLGATE PALMOLIVE CO$52.7K6180.0%
RAYONIER ADVANCED MATERIALS INC.$52.4K4,7340.0%
FIRST TR EXCHANGE-TRADED FD$52.0K8300.0%
SPDR SERIES TRUST$52.0K2,2280.0%
Phillips 66$51.7K2840.0%
Booking Holdings Inc$50.5K120.0%
INVESCO EXCH TRADED FD TR II$50.4K2120.0%
HALLIBURTON CO$50.1K1,2860.0%
ISHARES TR$49.3K1500.0%
Marathon Petroleum Corp$48.8K2000.0%
BARINGS CORPORATE INVESTORSMCIClosed-End Fund$48.7K2,8250.0%
DANAHER CORP /DE$48.6K2560.0%
SLB LIMITED/NV$48.5K9390.0%
ISHARES TR$48.5K1950.0%
ISHARES TR$47.0K3400.0%
Blackstone Inc$46.0K4000.0%
ENTERGY CORP /DE$44.9K4000.0%
FIDELITY COVINGTON TRUST$44.8K1,6640.0%
ROSS STORES, INC.$43.3K2000.0%
NORFOLK SOUTHERN CORP$43.0K1500.0%
Carlyle Group Inc.$42.7K8820.0%
Simon Property Group Inc$42.3K2270.0%
EATON VANCE TAX ADVT DIV INC$42.2K1,7190.0%
iShares MSCI UAE ETF$41.7K4500.0%
PIMCO CORPORATE & INCOME STRATEGY FUNDPCNClosed-End Fund$41.0K3,4120.0%
NIKE, Inc.$39.7K7460.0%
Chemours Co$39.4K1,7880.0%
ALLSTATE CORP$38.6K1840.0%
VANGUARD INDEX FDS$38.4K1270.0%
ISHARES SILVER TR$36.5K5350.0%
VANGUARD SCOTTSDALE FDS$36.1K3600.0%
FedEx Corp$34.7K970.0%
SOUTHERN CO$33.8K3500.0%
VANGUARD WORLD FD$32.9K1460.0%
Bank of New York Mellon Corp/The$32.3K2720.0%
ISHARES INC$31.9K7010.0%
ARROW ELECTRONICS, INC.$31.6K2200.0%
SCHWAB STRATEGIC TR$31.1K6710.0%
KROGER CO$30.2K4180.0%
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