First Western Trust Bank Top Holdings and 13F Report (2025) About First Western Trust BankInvestment ActivityFirst Western Trust Bank has $2.09 billion in total holdings as of March 31, 2025.First Western Trust Bank owns shares of 189 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 6.03% of the portfolio was sold this quarter.This quarter, First Western Trust Bank has purchased 196 new stocks and bought additional shares in 37 stocks.First Western Trust Bank sold shares of 113 stocks and completely divested from 13 stocks this quarter.Largest Holdings Stryker $1,211,827,977Vanguard S&P 500 ETF $142,074,857iShares Russell Mid-Cap ETF $100,024,265SPDR S&P 500 ETF Trust $68,317,182Invesco S&P 500 Equal Weight ETF $54,442,378 Largest New Holdings this Quarter 92333E104 - VENU HLDG CORP $5,338,360 Holding74933W213 - RBB FD INC $284,253 Holding808524771 - Schwab Fundamental U.S. Large Company Index ETF $278,456 HoldingG54950103 - LINDE PLC $225,835 Holding147528103 - Casey's General Stores $214,850 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 78,640 shares (about $13.62M)iShares Russell Mid-Cap ETF 75,170 shares (about $6.39M)VENU HLDG CORP 577,120 shares (about $5.34M)SPDR S&P 500 ETF Trust 8,507 shares (about $4.76M)Vanguard S&P 500 ETF 2,377 shares (about $1.22M) Largest Sales this Quarter Stryker 240,492 shares (about $89.52M)Vanguard FTSE Developed Markets ETF 41,048 shares (about $2.09M)Microsoft 4,988 shares (about $1.87M)iShares Core S&P Mid-Cap ETF 21,822 shares (about $1.27M)Oracle 7,091 shares (about $991.39K) 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$1,211,827,977$89,523,156 ▼-6.9%3,255,41458.0%MedicalVOOVanguard S&P 500 ETF$142,074,857$1,221,562 ▲0.9%276,4596.8%ETFIWRiShares Russell Mid-Cap ETF$100,024,265$6,394,711 ▲6.8%1,175,7884.8%ETFSPYSPDR S&P 500 ETF Trust$68,317,182$4,758,731 ▲7.5%122,1283.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$54,442,378$13,622,807 ▲33.4%314,2782.6%ETFIWMiShares Russell 2000 ETF$48,135,455$957,949 ▲2.0%241,2932.3%FinanceVTIVanguard Total Stock Market ETF$37,081,962$7,421 ▲0.0%134,9221.8%ETFVEAVanguard FTSE Developed Markets ETF$33,017,185$2,086,470 ▼-5.9%649,5611.6%ETFAAPLApple$24,901,440$721,034 ▼-2.8%112,1031.2%Computer and TechnologyMSFTMicrosoft$19,459,840$1,872,445 ▼-8.8%51,8390.9%Computer and TechnologyWWDWoodward$12,397,823$380,674 ▼-3.0%67,9370.6%AerospaceCOSTCostco Wholesale$11,185,741$750,004 ▼-6.3%11,8270.5%Retail/WholesaleVVisa$10,988,616$573,350 ▼-5.0%31,3550.5%Business ServicesJPMJPMorgan Chase & Co.$10,937,191$355,930 ▼-3.2%44,5870.5%FinanceGOOGLAlphabet$10,861,605$877,737 ▼-7.5%70,2380.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$10,493,956$1,273,314 ▼-10.8%179,8450.5%ETFORCLOracle$10,351,746$991,386 ▼-8.7%74,0420.5%Computer and TechnologyTJXTJX Companies$9,242,931$765,149 ▼-7.6%75,8860.4%Retail/WholesaleMCDMcDonald's$8,538,566$493,228 ▼-5.5%27,3350.4%Retail/WholesaleHDHome Depot$7,542,364$409,003 ▼-5.1%20,5800.4%Retail/WholesaleFIFiserv$6,911,095$561,350 ▼-7.5%31,2960.3%Business ServicesEFAiShares MSCI EAFE ETF$6,246,215$372,525 ▼-5.6%76,4250.3%FinanceIWFiShares Russell 1000 Growth ETF$6,224,469$245,902 ▼-3.8%17,2380.3%ETFTXNTexas Instruments$6,202,188$592,832 ▼-8.7%34,5140.3%Computer and TechnologySLBSchlumberger$5,826,278$344,933 ▼-5.6%139,3850.3%EnergyVTWOVanguard Russell 2000 ETF$5,788,090$192,189 ▲3.4%71,7680.3%ETFGILDGilead Sciences$5,782,901$502,320 ▼-8.0%51,6100.3%MedicalACNAccenture$5,637,774$467,448 ▼-7.7%18,0670.3%Computer and TechnologyABTAbbott Laboratories$5,599,484$343,169 ▼-5.8%42,2120.3%MedicalECLEcolab$5,384,430$443,146 ▼-7.6%21,2390.3%Basic MaterialsVENU HLDG CORP$5,338,360$5,338,360 ▲New Holding577,1200.3%Common StockROPRoper Technologies$5,262,944$454,546 ▼-8.0%8,9270.3%Computer and TechnologyTMOThermo Fisher Scientific$5,109,584$374,212 ▼-6.8%10,2680.2%MedicalINTUIntuit$5,003,393$400,321 ▼-7.4%8,1490.2%Computer and TechnologyKDPKeurig Dr Pepper$4,633,765$276,532 ▼-5.6%135,4110.2%Consumer StaplesHONHoneywell International$4,374,467$529,154 ▼-10.8%20,6590.2%Multi-Sector ConglomeratesDHRDanaher$4,339,917$468,227 ▼-9.7%21,1700.2%MedicalNVDANVIDIA$4,183,685$258,053 ▲6.6%38,6020.2%Computer and TechnologySPGIS&P Global$4,173,533$385,140 ▼-8.4%8,2140.2%Business ServicesICEIntercontinental Exchange$4,057,890$236,325 ▼-5.5%23,5240.2%FinanceBLACKROCK INC$3,935,652$238,524 ▼-5.7%4,1580.2%Common StockBRK.BBerkshire Hathaway$3,932,038$35,150 ▼-0.9%7,3830.2%FinanceMARMarriott International$3,786,666$284,887 ▼-7.0%15,8970.2%Consumer DiscretionaryAMTAmerican Tower$3,600,820$379,057 ▼-9.5%16,5480.2%FinanceDFASDimensional U.S. Small Cap ETF$3,567,374$59,212 ▼-1.6%59,7050.2%ETFVWOVanguard FTSE Emerging Markets ETF$3,515,389$44,581 ▼-1.3%77,6710.2%ETFIJRiShares Core S&P Small-Cap ETF$3,344,776$22,169 ▼-0.7%31,9860.2%ETFJNJJohnson & Johnson$3,149,965$76,452 ▼-2.4%18,9940.2%MedicalIVViShares Core S&P 500 ETF$3,116,297$9,552 ▼-0.3%5,5460.1%ETFIWBiShares Russell 1000 ETF$3,045,621$1,227 ▼0.0%9,9290.1%ETFFTVFortive$2,831,847$360,192 ▼-11.3%38,6970.1%Computer and TechnologyNEENextEra Energy$2,775,698$31,971 ▼-1.1%39,1550.1%UtilitiesKOCoca-Cola$2,637,621$11,388 ▲0.4%36,8280.1%Consumer StaplesDISWalt Disney$2,524,943$366,670 ▼-12.7%25,5820.1%Consumer DiscretionaryPEPPepsiCo$2,441,473$226,859 ▼-8.5%16,2830.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$2,410,424$15,317 ▼-0.6%25,9660.1%ETFLHXL3Harris Technologies$2,377,552$206,798 ▼-8.0%11,3590.1%AerospacePGProcter & Gamble$2,267,779$14,145 ▼-0.6%13,3070.1%Consumer StaplesADBEAdobe$2,212,201$454,100 ▼-17.0%5,7680.1%Computer and TechnologyMYFWFirst Western Financial$2,204,141$9,727 ▲0.4%112,1700.1%FinanceBMYBristol-Myers Squibb$2,064,024$122 ▼0.0%33,8420.1%MedicalIWDiShares Russell 1000 Value ETF$2,002,211$45,535 ▼-2.2%10,6410.1%ETFWMTWalmart$1,952,362$32,482 ▲1.7%22,2390.1%Retail/WholesaleEMREmerson Electric$1,924,0720.0%17,5490.1%IndustrialsGEGE Aerospace$1,916,236$7,005 ▼-0.4%9,5740.1%IndustrialsPGRProgressive$1,904,374$40,187 ▼-2.1%6,7290.1%FinanceGOOGAlphabet$1,823,048$36,402 ▼-2.0%11,6690.1%Computer and TechnologyKNXKnight-Swift Transportation$1,747,2980.0%40,1770.1%TransportationAPDAir Products and Chemicals$1,707,882$281,649 ▼-14.2%5,7910.1%Basic MaterialsBRK.ABerkshire Hathaway$1,596,8840.0%20.1%FinanceXOMExxon Mobil$1,593,305$280,080 ▼-15.0%13,3970.1%EnergyRTXRTX$1,475,869$21,326 ▲1.5%11,1420.1%AerospaceZBHZimmer Biomet$1,431,614$221,946 ▼-13.4%12,6490.1%MedicalPYPLPayPal$1,312,634$345,564 ▼-20.8%20,1170.1%Computer and TechnologyLMTLockheed Martin$1,252,128$52,265 ▼-4.0%2,8030.1%AerospaceMAMastercard$1,183,391$14,799 ▼-1.2%2,1590.1%Business ServicesLLYEli Lilly and Company$1,157,100$6,607 ▼-0.6%1,4010.1%MedicalXELXcel Energy$1,133,985$254,986 ▼-18.4%16,0190.1%UtilitiesAMZNAmazon.com$1,127,671$4,376 ▲0.4%5,9270.1%Retail/WholesalePMPhilip Morris International$1,085,872$22,857 ▼-2.1%6,8410.1%Consumer StaplesABBVAbbVie$1,038,381$64,742 ▼-5.9%4,9560.0%MedicalEWGiShares MSCI Germany ETF$1,028,4140.0%27,7350.0%ETFAXPAmerican Express$1,018,354$9,148 ▼-0.9%3,7850.0%FinanceELEstée Lauder Companies$1,018,161$103,948 ▼-9.3%15,4270.0%Consumer StaplesVNQVanguard Real Estate ETF$965,971$190,949 ▼-16.5%10,6690.0%ETFIYWiShares U.S. Technology ETF$940,9480.0%6,7000.0%ManufacturingCIThe Cigna Group$927,122$6,909 ▼-0.7%2,8180.0%MedicalIBMInternational Business Machines$895,673$41,029 ▼-4.4%3,6020.0%Computer and TechnologyMETAMeta Platforms$845,520$36,887 ▼-4.2%1,4670.0%Computer and TechnologyADPAutomatic Data Processing$836,847$306 ▼0.0%2,7390.0%Business ServicesEIXEdison International$834,720$2,828 ▲0.3%14,1670.0%UtilitiesSCZiShares MSCI EAFE Small-Cap ETF$796,539$31,956 ▼-3.9%12,5380.0%ETFETNEaton$795,918$11,689 ▲1.5%2,9280.0%IndustrialsCVXChevron$790,612$11,878 ▼-1.5%4,7260.0%EnergyTDGTransDigm Group$789,859$37,349 ▼-4.5%5710.0%AerospaceDFIVDimensional International Value ETF$767,402$138,980 ▼-15.3%19,4970.0%ETFMMM3M$764,8470.0%5,2080.0%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$760,177$120,817 ▼-13.7%8,4690.0%MedicalGE VERNOVA INC$755,568$611 ▲0.1%2,4750.0%Common StockIVEiShares S&P 500 Value ETF$697,9040.0%3,6620.0%ETFShowing 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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