First Western Trust Bank Top Holdings and 13F Report (2025) About First Western Trust BankInvestment ActivityFirst Western Trust Bank has $2.22 billion in total holdings as of June 30, 2025.First Western Trust Bank owns shares of 194 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.79% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, First Western Trust Bank has purchased 189 new stocks and bought additional shares in 30 stocks.First Western Trust Bank sold shares of 96 stocks and completely divested from 8 stocks this quarter.Largest Holdings Stryker $1,287,640,468Vanguard S&P 500 ETF $150,329,873iShares Russell Mid-Cap ETF $106,071,985SPDR S&P 500 ETF Trust $77,550,061Invesco S&P 500 Equal Weight ETF $59,318,119 Largest New Holdings this Quarter 115637209 - Brown-Forman $920,941 Holding14040H105 - Capital One Financial $466,583 Holding64110L106 - Netflix $412,452 Holding115637100 - Brown Forman $305,576 Holding29084Q100 - EMCOR Group $269,050 Holding Largest Purchases this Quarter NVIDIA 20,615 shares (about $3.26M)Invesco S&P 500 Equal Weight ETF 12,112 shares (about $2.20M)SPDR S&P 500 ETF Trust 3,388 shares (about $2.09M)iShares Core S&P Mid-Cap ETF 28,900 shares (about $1.79M)Vanguard Russell 2000 ETF 18,670 shares (about $1.63M) Largest Sales this Quarter Oracle 34,467 shares (about $7.54M)Vanguard S&P 500 ETF 11,808 shares (about $6.71M)VENU HLDG CORP 177,000 shares (about $2.09M)iShares Russell Mid-Cap ETF 22,456 shares (about $2.07M)Vanguard FTSE Developed Markets ETF 18,191 shares (about $1.04M) 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$1,287,640,468$299,096 ▼0.0%3,254,65857.9%MedicalVOOVanguard S&P 500 ETF$150,329,873$6,707,306 ▼-4.3%264,6516.8%ETFIWRiShares Russell Mid-Cap ETF$106,071,985$2,065,279 ▼-1.9%1,153,3324.8%ETFSPYSPDR S&P 500 ETF Trust$77,550,061$2,093,276 ▲2.8%125,5163.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$59,318,119$2,201,235 ▲3.9%326,3902.7%ETFIWMiShares Russell 2000 ETF$51,483,500$585,224 ▼-1.1%238,5812.3%FinanceVTIVanguard Total Stock Market ETF$40,998,637$8,206 ▼0.0%134,8951.8%ETFVEAVanguard FTSE Developed Markets ETF$35,994,403$1,037,069 ▼-2.8%631,3701.6%ETFMSFTMicrosoft$24,877,461$907,773 ▼-3.5%50,0141.1%Computer and TechnologyAAPLApple$23,736,117$735,945 ▲3.2%115,6901.1%Computer and TechnologyWWDWoodward$15,686,740$963,939 ▼-5.8%64,0040.7%AerospaceIJHiShares Core S&P Mid-Cap ETF$12,946,365$1,792,378 ▲16.1%208,7450.6%ETFJPMJPMorgan Chase & Co.$12,730,528$195,689 ▼-1.5%43,9120.6%FinanceGOOGLAlphabet$11,741,676$636,367 ▼-5.1%66,6270.5%Computer and TechnologyCOSTCostco Wholesale$11,384,310$323,710 ▼-2.8%11,5000.5%Retail/WholesaleVVisa$10,933,707$198,827 ▼-1.8%30,7950.5%Business ServicesNVDANVIDIA$9,355,694$3,256,964 ▲53.4%59,2170.4%Computer and TechnologyTJXTJX Companies$9,109,134$262,046 ▼-2.8%73,7640.4%Retail/WholesaleORCLOracle$8,652,181$7,535,432 ▼-46.6%39,5750.4%Computer and TechnologyVTWOVanguard Russell 2000 ETF$7,888,002$1,628,397 ▲26.0%90,4380.4%ETFMCDMcDonald's$7,743,025$243,376 ▼-3.0%26,5020.3%Retail/WholesaleHDHome Depot$7,224,642$320,810 ▼-4.3%19,7050.3%Retail/WholesaleTXNTexas Instruments$6,895,708$270,115 ▼-3.8%33,2130.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,822,151$496,759 ▼-6.8%16,0680.3%ETFEFAiShares MSCI EAFE ETF$6,757,437$74,194 ▼-1.1%75,5950.3%FinanceINTUIntuit$6,371,124$47,258 ▼-0.7%8,0890.3%Computer and TechnologyABTAbbott Laboratories$5,598,372$142,948 ▼-2.5%41,1610.3%MedicalGILDGilead Sciences$5,588,069$133,931 ▼-2.3%50,4020.3%MedicalECLEcolab$5,548,222$174,325 ▼-3.0%20,5920.2%Basic MaterialsFIFiserv$5,187,128$208,616 ▼-3.9%30,0860.2%Business ServicesACNAccenture$5,054,969$345,228 ▼-6.4%16,9120.2%Computer and TechnologyROPRoper Technologies$4,878,564$181,380 ▼-3.6%8,6070.2%Computer and TechnologyVENU HLDG CORP$4,717,415$2,086,830 ▼-30.7%400,1200.2%Common StockHONHoneywell International$4,677,544$133,438 ▼-2.8%20,0860.2%Multi-Sector ConglomeratesSLBSchlumberger$4,526,484$184,717 ▼-3.9%133,9200.2%EnergyKDPKeurig Dr Pepper$4,367,094$109,594 ▼-2.4%132,0960.2%Consumer StaplesBLACKROCK INC$4,274,853$88,141 ▼-2.0%4,0740.2%Common StockICEIntercontinental Exchange$4,248,248$67,700 ▼-1.6%23,1550.2%FinanceSPGIS&P Global$4,241,520$89,639 ▼-2.1%8,0440.2%FinanceMARMarriott International$4,145,689$197,531 ▼-4.5%15,1740.2%Consumer DiscretionaryDHRDanaher$4,001,632$180,357 ▼-4.3%20,2570.2%MedicalVWOVanguard FTSE Emerging Markets ETF$3,855,753$14,146 ▲0.4%77,9570.2%ETFTMOThermo Fisher Scientific$3,838,675$324,789 ▼-7.8%9,4670.2%MedicalDFASDimensional U.S. Small Cap ETF$3,760,929$42,877 ▼-1.1%59,0320.2%ETFAMTAmerican Tower$3,620,725$36,689 ▼-1.0%16,3820.2%FinanceIJRiShares Core S&P Small-Cap ETF$3,502,198$6,448 ▲0.2%32,0450.2%ETFBRK.BBerkshire Hathaway$3,423,707$162,733 ▼-4.5%7,0480.2%FinanceIVViShares Core S&P 500 ETF$3,323,057$120,455 ▼-3.5%5,3520.1%ETFIWBiShares Russell 1000 ETF$3,216,407$155,183 ▼-4.6%9,4720.1%ETFDISWalt Disney$3,110,915$61,509 ▼-1.9%25,0860.1%Consumer DiscretionaryGEGE Aerospace$2,878,135$413,883 ▲16.8%11,1820.1%AerospaceJNJJohnson & Johnson$2,876,894$24,440 ▼-0.8%18,8340.1%MedicalIVWiShares S&P 500 Growth ETF$2,858,8570.0%25,9660.1%ETFLHXL3Harris Technologies$2,759,993$89,299 ▼-3.1%11,0030.1%AerospaceKOCocaCola$2,663,738$58,157 ▲2.2%37,6500.1%Consumer StaplesNEENextEra Energy$2,598,043$120,097 ▼-4.4%37,4250.1%UtilitiesMYFWFirst Western Financial$2,541,722$11,167 ▲0.4%112,6650.1%FinanceEMREmerson Electric$2,339,542$267 ▼0.0%17,5470.1%IndustrialsWMTWalmart$2,137,471$37,059 ▼-1.7%21,8600.1%Retail/WholesalePGProcter & Gamble$2,117,841$2,230 ▼-0.1%13,2930.1%Consumer StaplesPEPPepsiCo$2,080,026$69,981 ▼-3.3%15,7530.1%Consumer StaplesADBEAdobe$2,060,910$170,614 ▼-7.6%5,3270.1%Computer and TechnologyGOOGAlphabet$2,029,697$40,268 ▼-1.9%11,4420.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,933,171$133,630 ▼-6.5%9,9530.1%ETFFTVFortive$1,846,132$171,143 ▼-8.5%35,4140.1%Computer and TechnologyKNXKnight-Swift Transportation$1,777,0290.0%40,1770.1%TransportationPGRProgressive$1,678,816$116,885 ▼-6.5%6,2910.1%FinanceRTXRTX$1,620,968$5,987 ▼-0.4%11,1010.1%AerospaceAPDAir Products and Chemicals$1,579,253$54,155 ▼-3.3%5,5990.1%Basic MaterialsBMYBristol Myers Squibb$1,545,623$20,923 ▼-1.3%33,3900.1%MedicalGE VERNOVA INC$1,518,660$209,014 ▲16.0%2,8700.1%Common StockBRK.ABerkshire Hathaway$1,457,6000.0%20.1%FinancePYPLPayPal$1,443,592$51,504 ▼-3.4%19,4240.1%Business ServicesXOMExxon Mobil$1,438,915$5,282 ▼-0.4%13,3480.1%EnergyLMTLockheed Martin$1,298,1810.0%2,8030.1%AerospacePMPhilip Morris International$1,245,9510.0%6,8410.1%Consumer StaplesAMZNAmazon.com$1,229,022$71,302 ▼-5.5%5,6020.1%Retail/WholesaleMAMastercard$1,210,419$2,810 ▼-0.2%2,1540.1%Business ServicesAXPAmerican Express$1,209,572$2,233 ▲0.2%3,7920.1%FinanceELEstee Lauder Companies$1,192,986$53,488 ▼-4.3%14,7650.1%Consumer StaplesXELXcel Energy$1,186,234$95,340 ▲8.7%17,4190.1%UtilitiesIYWiShares U.S. Technology ETF$1,160,9090.0%6,7000.1%ManufacturingZBHZimmer Biomet$1,152,530$1,186 ▼-0.1%12,6360.1%MedicalPFEPfizer$1,105,853$560,065 ▲102.6%45,6210.0%MedicalAVGOBroadcom$1,094,055$50,995 ▲4.9%3,9690.0%Computer and TechnologyETNEaton$1,048,836$3,570 ▲0.3%2,9380.0%IndustrialsMETAMeta Platforms$1,037,755$45,024 ▼-4.2%1,4060.0%Computer and TechnologyIBMInternational Business Machines$991,345$70,452 ▼-6.6%3,3630.0%Computer and TechnologyVNQVanguard Real Estate ETF$950,1810.0%10,6690.0%ETFLLYEli Lilly and Company$937,775$154,347 ▼-14.1%1,2030.0%MedicalCICigna Group$931,5740.0%2,8180.0%MedicalBF.BBrown-Forman$920,941$920,941 ▲New Holding34,2230.0%Consumer StaplesSCZiShares MSCI EAFE Small-Cap ETF$911,2620.0%12,5380.0%ETFABBVAbbVie$904,898$15,035 ▼-1.6%4,8750.0%MedicalTDGTransdigm Group$851,558$16,727 ▼-1.9%5600.0%AerospaceADPAutomatic Data Processing$844,7080.0%2,7390.0%Computer and TechnologyDFIVDimensional International Value ETF$835,0570.0%19,4970.0%ETFIWPiShares Russell Mid-Cap Growth ETF$807,118$10,540 ▼-1.3%5,8200.0%ETFMMM3M$791,191$1,675 ▼-0.2%5,1970.0%Multi-Sector ConglomeratesEIXEdison International$751,090$20,072 ▲2.7%14,5560.0%UtilitiesShowing 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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