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BOK Financial Private Wealth, Inc.

All holdings · as of Mar 31, 2026

448 positions

CompanyClassValueShares% of portfolio
Autodesk, Inc.—$1.4K60.0%
SCHWAB STRATEGIC TR—$1.4K600.0%
Aeva Technologies, Inc.AEVACommon Stock$1.4K1030.0%
Rigetti Computing, Inc.—$1.3K960.0%
Organon & Co.—$1.3K2180.0%
PJT Partners Inc.—$1.3K90.0%
iShares MSCI UAE ETF—$1.0K260.0%
Kyndryl Holdings, Inc.—$1.0K770.0%
ARK ETF TR—$951250.0%
Credo Technology Group Holding Ltd—$939100.0%
Extra Space Storage Inc—$91870.0%
SCHWAB STRATEGIC TR—$915300.0%
Microvast Holdings, Inc.MVSTCommon Stock$8465640.0%
Adaptive Biotechnologies Corp—$764550.0%
SEZZLE INCSEZLCommon Stock$760120.0%
Ouster, Inc.—$735400.0%
Astera Labs, Inc.—$65860.0%
NOVARTIS AG—$61140.0%
Reddit, Inc.—$53940.0%
CINTAS CORP—$50830.0%
OppFi Inc.—$471610.0%
URANIUM ENERGY CORP—$270200.0%
GRAYSCALE BITCOIN MINI TR ET—$24080.0%
OMNICOM GROUP INC.—$24000.0%
GENUINE PARTS CO—$14800.0%
KIMBERLY CLARK CORP—$12800.0%
AMPLIFY ETF TR—$11150.0%
AMDOCS LTD—$9700.0%
SL Green Realty Corp—$7900.0%
UTAH MEDICAL PRODUCTS INC—$7800.0%
Medical Properties Trust Inc—$7300.0%
FIFTH THIRD BANCORP—$7000.0%
ROYAL CARIBBEAN CRUISES LTD—$6800.0%
Acadia Realty Trust—$5500.0%
HUMANA INC—$5400.0%
Ventas, Inc.—$5400.0%
ESSEX PROPERTY TRUST, INC.—$5200.0%
FrontView REIT, Inc.—$5200.0%
Sun Communities, Inc.—$4400.0%
SMITH & WESSON BRANDS, INC.—$4200.0%
BANC OF CALIFORNIA, INC.—$4000.0%
UNITED COMMUNITY BANKS INC—$3800.0%
Orion Properties Inc.—$3000.0%
AGREE REALTY CORP—$1200.0%
TechnipFMC plc—$900.0%
Agilent Technologies Inc—$500.0%
Moody's Corp—$100.0%
AMERICAN REBEL HOLDINGS INCAREBCommon Stock$000.0%
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