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Institutional Investment Manager
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. (CIK: 0001317348) incorporated in Colorado, located at 1600 Broadway, 4th Floor, Denver, CO. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Original 13F HR (0001172661-15-001379) filed in 2015.07.16
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 3 615 0.10%
2 HOME DEPOT INC 1,807 201 0.03%
3 BECTON DICKINSON & CO 2,000 283 0.05%
4 EOG RES INC 2,290 200 0.03%
5 SPDR GOLD TR 2,350 264 0.04%
6 INTERNATIONAL BUSINESS MACHS 2,356 383 0.06%
7 ISHARES TR 2,536 284 0.05%
8 VANGUARD INDEX FDS 2,583 278 0.05%
9 CHEVRON CORP NEW 2,895 279 0.05%
10 DISNEY WALT CO 2,911 332 0.06%
11 CVS HEALTH CORP 2,942 309 0.05%
12 PROCTER AND GAMBLE CO 3,332 261 0.04%
13 KRAFT HEINZ CO COM 3,353 285 0.05%
14 ABBVIE INC 3,374 227 0.04%
15 JPMORGAN CHASE & CO 3,821 259 0.04%
16 MERCK & CO INC 4,391 250 0.04%
17 ISHARES TR 4,590 339 0.06%
18 VANGUARD INTL EQUITY INDEX F 4,660 252 0.04%
19 SCHWAB US TIPS ETF 4,904 266 0.04%
20 BRISTOL MYERS SQUIBB CO 5,811 387 0.06%
21 SCHWAB US AGGREGATE BOND ETF 5,893 305 0.05%
22 VANGUARD INDEX FDS 5,919 493 0.08%
23 ISHARES TR 6,215 272 0.05%
24 SPDR S&P 500 ETF TR 6,348 1,307 0.22%
25 VANGUARD INTL EQUITY INDEX F 6,740 411 0.07%
26 INTEL CORP 6,800 207 0.03%
27 TEXTRON INC 7,000 312 0.05%
28 ISHARES RUSSELL 3000 ETF 7,436 922 0.15%
29 SCHWAB U.S. SMALL-CAP ETF 7,512 432 0.07%
30 SCHWAB U.S. REIT ETF 9,047 329 0.05%
31 ISHARES TR 10,490 612 0.10%
32 EXXON MOBIL CORP 10,492 873 0.15%
33 JOHNSON & JOHNSON 10,634 1,036 0.17%
34 PLUM CREEK TIMBER 11,100 450 0.07%
35 COCA COLA CO 11,860 465 0.08%
36 VERIZON COMMUNICATIONS INC 12,022 560 0.09%
37 XCEL ENERGY INC 12,907 415 0.07%
38 APPLE INC 12,926 1,621 0.27%
39 BANK AMER CORP 12,966 221 0.04%
40 SCHWAB U.S. LARGE-CAP ETF 14,093 695 0.12%
41 US BANCORP DEL 14,361 623 0.10%
42 ALTRIA GROUP INC 15,114 739 0.12%
43 Ishares - Japan 16,080 206 0.03%
44 MICROSOFT CORP 16,443 726 0.12%
45 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 17,813 558 0.09%
46 AT&T INC 18,432 655 0.11%
47 GENERAL ELECTRIC CO 18,794 499 0.08%
48 PFIZER INC 19,116 641 0.11%
49 ENTERPRISE PRODS PARTNERS L 19,640 587 0.10%
50 WELLS FARGO & CO NEW 20,274 1,140 0.19%
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