Tulsa Wealth Advisors, INC

Position in SPGI — S&P Global Inc.

CIK 2114442 TULSA, OK

Position in SPGI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$863,391

-$97,026 QoQ

Shares Held

2,241

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,075

of 1,991 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tulsa Wealth Advisors, INC holds $5,650,807 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	20,596	$4,548,214
2	SPGI	S&P Global Inc. This page	2,241	$863,391
3	ICE	Intercontinental Exchange, Inc.	1,943	$239,202

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$863,391	2,120	-6.1%	Shares	Sole	2026-08-06
2026-03-31	$960,417	2,258	-28.0%	Shares	Sole	2026-05-11
2025-12-31	$1,639,887	3,138	—	Shares	Sole	2026-03-03
No filing history on record for this holder in this stock.