First Western Trust Bank Top Holdings and 13F Report (2025) About First Western Trust BankInvestment ActivityFirst Western Trust Bank has $2.17 billion in total holdings as of December 31, 2024.First Western Trust Bank owns shares of 196 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.16% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, First Western Trust Bank has purchased 204 new stocks and bought additional shares in 59 stocks.First Western Trust Bank sold shares of 81 stocks and completely divested from 17 stocks this quarter.Largest Holdings Stryker $1,258,701,068Vanguard S&P 500 ETF $147,677,859iShares Russell Mid-Cap ETF $97,294,663SPDR S&P 500 ETF Trust $66,590,996iShares Russell 2000 ETF $52,255,159 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $4,520,939 Holding281020107 - Edison International $1,127,261 Holding46429B267 - iShares U.S. Treasury Bond ETF $378,825 Holding38141G104 - The Goldman Sachs Group $231,911 Holding874039100 - Taiwan Semiconductor Manufacturing $223,954 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 66,569 shares (about $11.66M)BLACKROCK INC 4,410 shares (about $4.52M)NVIDIA 17,793 shares (about $2.39M)Berkshire Hathaway 2,665 shares (about $1.21M)Edison International 14,119 shares (about $1.13M) Largest Sales this Quarter Vanguard S&P 500 ETF 33,955 shares (about $18.30M)iShares Russell Mid-Cap ETF 45,787 shares (about $4.05M)NIKE 35,277 shares (about $2.67M)iShares Russell 2000 ETF 8,121 shares (about $1.79M)Vanguard FTSE Developed Markets ETF 35,749 shares (about $1.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Western Trust Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSYKStryker$1,258,701,068$443,582 ▼0.0%3,495,90658.1%MedicalVOOVanguard S&P 500 ETF$147,677,859$18,295,261 ▼-11.0%274,0826.8%ETFIWRiShares Russell Mid-Cap ETF$97,294,663$4,047,572 ▼-4.0%1,100,6184.5%ETFSPYSPDR S&P 500 ETF Trust$66,590,996$945,933 ▼-1.4%113,6213.1%FinanceIWMiShares Russell 2000 ETF$52,255,159$1,794,420 ▼-3.3%236,4912.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$41,290,847$11,664,886 ▲39.4%235,6381.9%ETFVTIVanguard Total Stock Market ETF$39,093,9200.0%134,8951.8%ETFVEAVanguard FTSE Developed Markets ETF$33,024,904$1,709,516 ▼-4.9%690,6091.5%ETFAAPLApple$28,885,697$18,531 ▼-0.1%115,3491.3%Computer and TechnologyMSFTMicrosoft$23,952,578$700,533 ▼-2.8%56,8271.1%Computer and TechnologyGOOGLAlphabet$14,370,521$763,447 ▼-5.0%75,9140.7%Computer and TechnologyORCLOracle$13,519,926$607,399 ▼-4.3%81,1330.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$12,565,871$460,782 ▼-3.5%201,6670.6%ETFWWDWoodward$11,653,2280.0%70,0230.5%AerospaceCOSTCostco Wholesale$11,563,328$356,429 ▼-3.0%12,6200.5%Retail/WholesaleJPMJPMorgan Chase & Co.$11,035,769$226,766 ▼-2.0%46,0380.5%FinanceVVisa$10,426,423$427,916 ▼-3.9%32,9910.5%Business ServicesTJXTJX Companies$9,926,733$305,650 ▼-3.0%82,1680.5%Retail/WholesaleHDHome Depot$8,439,527$254,788 ▼-2.9%21,6960.4%Retail/WholesaleMCDMcDonald's$8,381,816$117,405 ▼-1.4%28,9140.4%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$7,195,912$102,403 ▼-1.4%17,9190.3%ETFTXNTexas Instruments$7,090,338$326,081 ▼-4.4%37,8130.3%Computer and TechnologyFIFiserv$6,951,002$53,615 ▼-0.8%33,8380.3%Business ServicesACNAccenture$6,882,938$409,493 ▼-5.6%19,5650.3%Computer and TechnologyVTWOVanguard Russell 2000 ETF$6,198,162$264,506 ▲4.5%69,3850.3%ETFEFAiShares MSCI EAFE ETF$6,123,124$42,720 ▲0.7%80,9830.3%FinanceTMOThermo Fisher Scientific$5,733,172$440,653 ▼-7.1%11,0200.3%MedicalSLBSchlumberger$5,660,389$628,506 ▼-10.0%147,6370.3%EnergyINTUIntuit$5,531,417$224,374 ▼-3.9%8,8010.3%Computer and TechnologyECLEcolab$5,386,239$296,176 ▼-5.2%22,9870.2%Basic MaterialsDHRDanaher$5,383,941$378,533 ▼-6.6%23,4540.2%MedicalHONHoneywell International$5,231,079$147,730 ▼-2.7%23,1580.2%Multi-Sector ConglomeratesGILDGilead Sciences$5,181,310$91,723 ▲1.8%56,0930.2%MedicalABTAbbott Laboratories$5,067,268$494,409 ▼-8.9%44,7990.2%MedicalROPRoper Technologies$5,041,297$361,801 ▼-6.7%9,6980.2%Computer and TechnologyNVDANVIDIA$4,864,118$2,389,422 ▲96.6%36,2210.2%Computer and TechnologyMARMarriott International$4,767,922$175,732 ▼-3.6%17,0930.2%Consumer DiscretionaryKDPKeurig Dr Pepper$4,608,963$699,831 ▼-13.2%143,4920.2%Consumer StaplesBLACKROCK INC$4,520,939$4,520,939 ▲New Holding4,4100.2%Common StockSPGIS&P Global$4,468,325$216,145 ▼-4.6%8,9720.2%Business ServicesDFASDimensional U.S. Small Cap ETF$3,950,096$27,919 ▲0.7%60,6960.2%ETFEZMWisdomTree U.S. MidCap Fund$3,869,6190.0%61,9040.2%FinanceEESWisdomTree U.S. SmallCap Fund$3,764,4730.0%69,7900.2%FinanceIJRiShares Core S&P Small-Cap ETF$3,709,854$576 ▲0.0%32,1980.2%ETFICEIntercontinental Exchange$3,709,455$40,233 ▼-1.1%24,8940.2%FinanceVWOVanguard FTSE Emerging Markets ETF$3,464,010$4,316 ▼-0.1%78,6560.2%ETFBRK.BBerkshire Hathaway$3,376,483$1,207,991 ▲55.7%7,4490.2%FinanceAMTAmerican Tower$3,354,548$236,414 ▼-6.6%18,2900.2%FinanceIVViShares Core S&P 500 ETF$3,274,827$15,306 ▼-0.5%5,5630.2%ETFFTVFortive$3,271,425$134,325 ▼-3.9%43,6190.2%Computer and TechnologyDISWalt Disney$3,262,221$97,431 ▲3.1%29,2970.2%Consumer DiscretionaryIWBiShares Russell 1000 ETF$3,200,015$220,357 ▼-6.4%9,9330.1%ETFADBEAdobe$3,091,415$172,091 ▼-5.3%6,9520.1%Computer and TechnologyNEENextEra Energy$2,839,354$511,652 ▼-15.3%39,6060.1%UtilitiesJNJJohnson & Johnson$2,813,582$26,176 ▼-0.9%19,4550.1%MedicalPEPPepsiCo$2,706,060$2,585 ▲0.1%17,7960.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$2,653,080$58,278 ▼-2.1%26,1310.1%ETFLHXL3Harris Technologies$2,596,327$361,682 ▼-12.2%12,3470.1%AerospaceKOCoca-Cola$2,283,012$3,549 ▲0.2%36,6690.1%Consumer StaplesGOOGAlphabet$2,266,617$10,474 ▼-0.5%11,9020.1%Computer and TechnologyPGProcter & Gamble$2,244,834$2,179 ▼-0.1%13,3900.1%Consumer StaplesMYFWFirst Western Financial$2,183,247$165,823 ▼-7.1%111,6750.1%FinanceEMREmerson Electric$2,174,8480.0%17,5490.1%IndustrialsPYPLPayPal$2,168,999$113,345 ▲5.5%25,4130.1%Computer and TechnologyKNXKnight-Swift Transportation$2,130,988$194,657 ▼-8.4%40,1770.1%TransportationIWDiShares Russell 1000 Value ETF$2,014,770$619,445 ▼-23.5%10,8830.1%ETFWMTWalmart$1,975,864$7,860 ▲0.4%21,8690.1%Retail/WholesaleAPDAir Products and Chemicals$1,956,610$45,246 ▲2.4%6,7460.1%Basic MaterialsBMYBristol-Myers Squibb$1,914,217$1,584 ▲0.1%33,8440.1%MedicalXOMExxon Mobil$1,694,442$124,781 ▲7.9%15,7520.1%EnergyPGRProgressive$1,646,360$140,172 ▲9.3%6,8710.1%FinanceGEGE Aerospace$1,602,685$1,501 ▲0.1%9,6090.1%IndustrialsZBHZimmer Biomet$1,543,2540.0%14,6100.1%MedicalLMTLockheed Martin$1,418,945$2,430 ▲0.2%2,9200.1%AerospaceEWYiShares MSCI South Korea ETF$1,368,9410.0%26,9000.1%ETFBRK.ABerkshire Hathaway$1,361,8400.0%20.1%FinanceXELXcel Energy$1,324,8100.0%19,6210.1%UtilitiesAMZNAmazon.com$1,295,279$21,939 ▲1.7%5,9040.1%Retail/WholesaleELEstée Lauder Companies$1,274,786$195,694 ▼-13.3%17,0020.1%Consumer StaplesRTXRTX$1,270,721$273,099 ▲27.4%10,9810.1%AerospaceMAMastercard$1,151,082$10,531 ▲0.9%2,1860.1%Business ServicesVNQVanguard Real Estate ETF$1,138,2640.0%12,7780.1%ETFAXPAmerican Express$1,133,441$3,561 ▲0.3%3,8190.1%FinanceEIXEdison International$1,127,261$1,127,261 ▲New Holding14,1190.1%UtilitiesLLYEli Lilly and Company$1,087,748$19,300 ▼-1.7%1,4090.1%MedicalIYWiShares U.S. Technology ETF$1,068,7840.0%6,7000.0%ManufacturingMRKMerck & Co., Inc.$976,396$6,765 ▲0.7%9,8150.0%MedicalETNEaton$957,445$1,659 ▲0.2%2,8850.0%IndustrialsABBVAbbVie$935,591$7,463 ▲0.8%5,2650.0%MedicalMETAMeta Platforms$896,416$26,933 ▲3.1%1,5310.0%Computer and TechnologyEWGiShares MSCI Germany ETF$882,5280.0%27,7350.0%ETFPMPhilip Morris International$840,645$10,230 ▲1.2%6,9850.0%Consumer StaplesIBMInternational Business Machines$828,100$48,363 ▼-5.5%3,7670.0%Computer and TechnologyDFIVDimensional International Value ETF$817,0330.0%23,0280.0%ETFGE VERNOVA INC$813,444$8,223 ▼-1.0%2,4730.0%Common StockADPAutomatic Data Processing$802,0800.0%2,7400.0%Business ServicesNKENIKE$794,459$2,669,409 ▼-77.1%10,4990.0%Consumer DiscretionarySCZiShares MSCI EAFE Small-Cap ETF$792,2410.0%13,0410.0%ETFCIThe Cigna Group$783,961$5,523 ▲0.7%2,8390.0%MedicalAVGOBroadcom$762,754$14,606 ▲2.0%3,2900.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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