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CIK: 0000009634
Total reported value
$7.3B
$7.3B
1295 檔
17.6%
The Q4 2024 SEC filing reveals that Bokf, NA held a total portfolio value of $7.3B, covering 1295 public equity positions.
During Q4 2024, Bokf, NA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWB, VOO, AAPL) accounted for 17.6% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1295 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.71% | +0.21% | -0.72% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.88% | +0.36% | +488.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.63% | +0.11% | -1.11% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.36% | -1.30% | -0.28% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.14% | +0.98% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.04% | -0.98% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.17% | +0.05% | +2.40% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.92% | +0.01% | +14.72% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.05% | +0.69% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | +0.05% | +17.71% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.47% | +0.08% | +0.57% | |
| 12 | AAON | Aaon Inc | Stock-Industrials | 1.41% | +0.33% | +0.01% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.22% | -0.28% | +0.91% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.05% | +1.82% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | — | -0.69% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.07% | -0.04% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | +0.06% | +0.50% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.23% | +0.03% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.13% | -0.56% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.08% | -1.20% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.18% | -1.48% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.07% | +8.47% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | +0.06% | -2.86% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.01% | -0.04% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.07% | +3.53% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.12% | -1.37% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.77% | +0.04% | +1.95% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.03% | +0.61% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.68% | -0.03% | +221.59% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.67% | — | -1.27% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.13% | +23.91% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.02% | -3.30% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.04% | +7.08% | |
| 34 | OKE | Oneok Inc | Stock-Energy | 0.60% | -0.03% | -12.23% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.02% | +13.77% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.57% | -0.06% | +14.02% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.06% | -1.47% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.10% | -2.68% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.52% | -0.06% | -0.57% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.20% | -8.87% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.05% | -0.69% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.13% | -0.99% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.03% | -0.90% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.48% | +0.03% | +0.26% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | -1.19% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.24% | -5.84% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.01% | -3.49% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.01% | +1.34% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.06% | -5.05% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.01% | -1.84% |
According to official SEC Form 13F filings, Bokf, NA reported a total U.S. public equity portfolio value of $7.3B across 1295 disclosed positions in Q4 2024.
During Q4 2024, Bokf, NA's top holdings by market value included IWB (6.7%)、VOO (4.9%)、AAPL (3.6%). The largest single position, IWB, represented 6.7% of total portfolio value.
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In Q4 2024, Bokf, NA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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