Bok Financial Private Wealth, Inc. Incresed Positions in Q3 2024

Bok Financial Private Wealth, Inc.

  • $1.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32.9K
+ 7.87%
$475.2 - $527.7 $15.6M - $17.4M
451K $238M
VUG
Vanguard Growth ETF

ETFs
24.5K
+ 6.78%
$341.08 - $391.94 $8.36M - $9.6M
386K $148M
VTV
Vanguard Value ETF

ETFs
17.3K
+ 3.24%
$159.75 - $174.57 $2.77M - $3.03M
552K $96.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
81.3K
+ 8.82%
$58.03 - $65.37 $4.72M - $5.31M
1M $64.9M
ABT
Abbott Laboratories

Healthcare
9.85K
+ 180.61%
$100.07 - $118.13 $986K - $1.16M
15.3K $1.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
686
+ 7.65%
$405.19 - $478.57 $278K - $328K
9.65K $4.44M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$610460.0 - $715910.0 $610K - $716K
2 $1.38M
MCD
Mcdonalds Corp

Consumer Cyclical
1.34K
+ 18.67%
$245.82 - $304.51 $330K - $409K
8.54K $2.6M
JNJ
Johnson & Johnson

Healthcare
3.51K
+ 38.21%
$145.48 - $167.38 $510K - $587K
12.7K $2.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
406
+ 7.81%
$531.86 - $624.21 $216K - $253K
5.61K $3.47M
MSI
Motorola Solutions, Inc.

Technology
752
+ 20.65%
$385.65 - $450.49 $290K - $339K
4.39K $1.98M
LHX
L3 Harris Technologies, Inc.

Industrials
1.8K
+ 39.28%
$221.96 - $243.27 $400K - $438K
6.39K $1.52M
IQV
Iqvia Holdings Inc.

Healthcare
1.01K
+ 15.26%
$206.81 - $251.55 $209K - $254K
7.62K $1.81M
YUM
Yum Brands Inc

Consumer Cyclical
2.71K
+ 178.89%
$125.95 - $139.96 $342K - $380K
4.23K $590K
RYN
Rayonier Inc

Real Estate
9.22K
+ 32.88%
$27.69 - $32.25 $255K - $297K
37.3K $1.2M
CAT
Caterpillar Inc

Industrials
754
+ 161.11%
$316.8 - $391.12 $239K - $295K
1.22K $477K
NVDA
Nvidia Corp

Technology
2.31K
+ 51.47%
$98.91 - $134.91 $229K - $312K
6.8K $825K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.49K
+ 1412.96%
$64.35 - $75.71 $225K - $264K
3.74K $275K
PG
Procter & Gamble CO

Consumer Defensive
1.11K
+ 29.85%
$160.76 - $177.82 $179K - $198K
4.84K $838K
WM
Waste Management Inc

Industrials
1.17K
+ 23.3%
$196.96 - $223.45 $230K - $261K
6.18K $1.28M
PM
Philip Morris International Inc.

Consumer Defensive
1.65K
+ 550.0%
$101.25 - $127.45 $167K - $210K
1.95K $236K
ABBV
Abb Vie Inc.

Healthcare
188
+ 2.92%
$163.84 - $199.33 $30.8K - $37.5K
6.63K $1.31M
DE
Deere & CO

Industrials
395
+ 45.61%
$344.84 - $418.0 $136K - $165K
1.26K $526K
IBM
International Business Machines Corp

Technology
511
+ 31.5%
$175.1 - $223.38 $89.5K - $114K
2.13K $471K
KO
Coca Cola CO

Consumer Defensive
1.7K
+ 23.01%
$62.69 - $73.01 $106K - $124K
9.07K $651K
BDX
Becton Dickinson & CO

Healthcare
640
+ 29.44%
$221.47 - $242.41 $142K - $155K
2.81K $678K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25
+ 0.15%
$117.9 - $128.2 $2.95K - $3.2K
17.2K $2.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.65K
+ 6.81%
$54.98 - $59.51 $90.9K - $98.4K
25.9K $1.54M
CVX
Chevron Corp

Energy
1.38K
+ 29.49%
$137.88 - $161.97 $191K - $224K
6.07K $894K
NSC
Norfolk Southern Corp

Industrials
550
+ 183.33%
$213.75 - $259.69 $118K - $143K
850 $211K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.29K
+ 1743.24%
$105.92 - $110.83 $137K - $143K
1.36K $150K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.64K
+ 176.13%
$29.24 - $45.37 $77.3K - $120K
4.14K $186K
MMM
3 M CO

Industrials
950
+ 572.29%
$99.69 - $139.42 $94.7K - $132K
1.12K $152K
BMY
Bristol Myers Squibb CO

Healthcare
1.92K
+ 58.88%
$39.66 - $51.75 $76.1K - $99.4K
5.18K $268K
TXN
Texas Instruments Inc

Technology
618
+ 97.94%
$194.6 - $194.6 $120K - $120K
1.25K $243K
VVX
V2 X, Inc.

Industrials
998
+ 14.37%
$45.75 - $57.09 $45.7K - $57K
7.94K $443K
VZ
Verizon Communications Inc

Communication Services
2.2K
+ 84.93%
$38.89 - $45.0 $85.5K - $98.9K
4.79K $214K
DD
Du Pont De Nemours, Inc.

Basic Materials
199
+ 2.11%
$77.22 - $89.49 $15.4K - $17.8K
9.64K $858K
GOOG
Alphabet Inc.

Communication Services
815
+ 27.57%
$149.54 - $192.66 $122K - $157K
3.77K $630K
SHEL
Shell PLC

Energy
1.18K
+ 92.02%
$65.65 - $73.28 $77.2K - $86.2K
2.45K $161K
CTVA
Corteva, Inc.

Basic Materials
673
+ 11.97%
$50.72 - $58.78 $34.1K - $39.6K
6.29K $369K
IWF
Ishares Russell 1000 Gr ETF

ETFs
45
+ 1.03%
$332.02 - $382.76 $14.9K - $17.2K
4.42K $1.66M
AXP
American Express CO

Financial Services
198
+ 1414.29%
$225.92 - $271.17 $44.7K - $53.7K
212 $57K
PFE
Pfizer Inc

Healthcare
1.3K
+ 9.78%
$27.7 - $31.39 $36K - $40.7K
14.6K $421K
T
At&T Inc.

Communication Services
1.64K
+ 54.17%
$18.21 - $22.28 $29.8K - $36.5K
4.66K $102K
ORCL
Oracle Corp

Technology
61
+ 5.22%
$125.9 - $170.35 $7.68K - $10.4K
1.23K $209K
BAC
Bank Of America Corp

Financial Services
990
+ 30.95%
$36.65 - $44.13 $36.3K - $43.7K
4.19K $166K
GLW
Corning Inc

Technology
770
+ 128.12%
$37.76 - $46.2 $29.1K - $35.6K
1.37K $61K
OXY
Occidental Petroleum Corp

Energy
600
+ 300.0%
$49.91 - $63.73 $29.9K - $38.2K
800 $41K
Activity Summary
Buys All Purchases 186 New Holdings 96 Increased Positions 90 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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