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BOK Financial Private Wealth, Inc.

All holdings · as of Mar 31, 2026

448 positions

CompanyClassValueShares% of portfolio
Solstice Advanced Materials Inc.$9.6K1260.0%
AMERICAN INTERNATIONAL GROUP, INC.$9.4K1260.0%
LINDE PLC$9.4K190.0%
Warner Bros. Discovery, Inc.$9.1K3310.0%
MCCORMICK & CO INC$9.1K1800.0%
CARRIER GLOBAL Corp$9.0K1600.0%
ON HLDG AG$8.9K2620.0%
SPDR SERIES TRUST$8.9K910.0%
QXO, Inc.$8.8K4540.0%
SCHWAB STRATEGIC TR$8.5K2730.0%
THE GOLDMAN SACHS GROUP, INC.$7.6K90.0%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$7.5K300.0%
United Rentals Inc$7.3K100.0%
Lamb Weston Holdings, Inc.$6.9K1640.0%
FIDELITY COVINGTON TRUST$6.5K1910.0%
Kraft Heinz Co$6.2K2760.0%
Otis Worldwide Corp$6.2K800.0%
FIDELITY COVINGTON TRUST$6.1K870.0%
Howmet Aerospace Inc.$6.0K260.0%
PGIM ETF TR$6.0K1200.0%
KLA CORP$5.9K40.0%
VANGUARD BD INDEX FDS$5.6K710.0%
FIDELITY COVINGTON TRUST$5.1K1410.0%
ISHARES TR$5.0K640.0%
J P MORGAN EXCHANGE TRADED F$5.0K960.0%
FIDELITY COVINGTON TRUST$5.0K720.0%
Fortive Corp$4.6K840.0%
AppLovin Corp$4.4K110.0%
EBAY INC$4.3K470.0%
VANGUARD BD INDEX FDS$3.8K770.0%
Tapestry Inc$3.8K270.0%
FORD MOTOR CO$3.8K3300.0%
Eaton Corp plc$3.2K90.0%
KB HOME$3.1K590.0%
TARGET CORP$3.0K250.0%
Robinhood Markets, Inc.$2.9K420.0%
SCHWAB STRATEGIC TR$2.8K850.0%
Oklo Inc.$2.6K520.0%
Rocket Lab CorpRKLBCommon Stock$2.6K400.0%
DOLLAR TREE, INC.$2.4K220.0%
Natera, Inc.$2.4K120.0%
Cloudflare, Inc.$2.3K110.0%
PayPal Holdings, Inc.$2.1K470.0%
AMGEN INC$2.1K60.0%
GRAYSCALE BITCOIN TRUST ETF$2.1K400.0%
BALL Corp$1.8K300.0%
CME Group Inc$1.8K60.0%
INVESCO EXCH TRADED FD TR II$1.6K220.0%
iShares MSCI UAE ETF$1.6K70.0%
Targa Resources Corp$1.5K60.0%
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