First Western Trust Bank Top Holdings and 13F Report (2025)

About First Western Trust Bank

Investment Activity

First 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: $1,211,827,977
Vanguard S&P 500 ETF: $142,074,857
iShares Russell Mid-Cap ETF: $100,024,265
SPDR S&P 500 ETF Trust: $68,317,182
Invesco S&P 500 Equal Weight ETF: $54,442,378

Largest New Holdings this Quarter

92333E104 - VENU HLDG CORP: $5,338,360 Holding
74933W213 - RBB FD INC: $284,253 Holding
808524771 - Schwab Fundamental U.S. Large Company Index ETF: $278,456 Holding
G54950103 - LINDE PLC: $225,835 Holding
147528103 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SYK Stryker	$1,211,827,977	$89,523,156 ▼	-6.9%	3,255,414	58.0%	Medical
VOO Vanguard S&P 500 ETF	$142,074,857	$1,221,562 ▲	0.9%	276,459	6.8%	ETF
IWR iShares Russell Mid-Cap ETF	$100,024,265	$6,394,711 ▲	6.8%	1,175,788	4.8%	ETF
SPY SPDR S&P 500 ETF Trust	$68,317,182	$4,758,731 ▲	7.5%	122,128	3.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$54,442,378	$13,622,807 ▲	33.4%	314,278	2.6%	ETF
IWM iShares Russell 2000 ETF	$48,135,455	$957,949 ▲	2.0%	241,293	2.3%	Finance
VTI Vanguard Total Stock Market ETF	$37,081,962	$7,421 ▲	0.0%	134,922	1.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$33,017,185	$2,086,470 ▼	-5.9%	649,561	1.6%	ETF
AAPL Apple	$24,901,440	$721,034 ▼	-2.8%	112,103	1.2%	Computer and Technology
MSFT Microsoft	$19,459,840	$1,872,445 ▼	-8.8%	51,839	0.9%	Computer and Technology
WWD Woodward	$12,397,823	$380,674 ▼	-3.0%	67,937	0.6%	Aerospace
COST Costco Wholesale	$11,185,741	$750,004 ▼	-6.3%	11,827	0.5%	Retail/Wholesale
V Visa	$10,988,616	$573,350 ▼	-5.0%	31,355	0.5%	Business Services
JPM JPMorgan Chase & Co.	$10,937,191	$355,930 ▼	-3.2%	44,587	0.5%	Finance
GOOGL Alphabet	$10,861,605	$877,737 ▼	-7.5%	70,238	0.5%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$10,493,956	$1,273,314 ▼	-10.8%	179,845	0.5%	ETF
ORCL Oracle	$10,351,746	$991,386 ▼	-8.7%	74,042	0.5%	Computer and Technology
TJX TJX Companies	$9,242,931	$765,149 ▼	-7.6%	75,886	0.4%	Retail/Wholesale
MCD McDonald's	$8,538,566	$493,228 ▼	-5.5%	27,335	0.4%	Retail/Wholesale
HD Home Depot	$7,542,364	$409,003 ▼	-5.1%	20,580	0.4%	Retail/Wholesale
FI Fiserv	$6,911,095	$561,350 ▼	-7.5%	31,296	0.3%	Business Services
EFA iShares MSCI EAFE ETF	$6,246,215	$372,525 ▼	-5.6%	76,425	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$6,224,469	$245,902 ▼	-3.8%	17,238	0.3%	ETF
TXN Texas Instruments	$6,202,188	$592,832 ▼	-8.7%	34,514	0.3%	Computer and Technology
SLB Schlumberger	$5,826,278	$344,933 ▼	-5.6%	139,385	0.3%	Energy
VTWO Vanguard Russell 2000 ETF	$5,788,090	$192,189 ▲	3.4%	71,768	0.3%	ETF
GILD Gilead Sciences	$5,782,901	$502,320 ▼	-8.0%	51,610	0.3%	Medical
ACN Accenture	$5,637,774	$467,448 ▼	-7.7%	18,067	0.3%	Computer and Technology
ABT Abbott Laboratories	$5,599,484	$343,169 ▼	-5.8%	42,212	0.3%	Medical
ECL Ecolab	$5,384,430	$443,146 ▼	-7.6%	21,239	0.3%	Basic Materials
VENU HLDG CORP	$5,338,360	$5,338,360 ▲	New Holding	577,120	0.3%	Common Stock
ROP Roper Technologies	$5,262,944	$454,546 ▼	-8.0%	8,927	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$5,109,584	$374,212 ▼	-6.8%	10,268	0.2%	Medical
INTU Intuit	$5,003,393	$400,321 ▼	-7.4%	8,149	0.2%	Computer and Technology
KDP Keurig Dr Pepper	$4,633,765	$276,532 ▼	-5.6%	135,411	0.2%	Consumer Staples
HON Honeywell International	$4,374,467	$529,154 ▼	-10.8%	20,659	0.2%	Multi-Sector Conglomerates
DHR Danaher	$4,339,917	$468,227 ▼	-9.7%	21,170	0.2%	Medical
NVDA NVIDIA	$4,183,685	$258,053 ▲	6.6%	38,602	0.2%	Computer and Technology
SPGI S&P Global	$4,173,533	$385,140 ▼	-8.4%	8,214	0.2%	Business Services
ICE Intercontinental Exchange	$4,057,890	$236,325 ▼	-5.5%	23,524	0.2%	Finance
BLACKROCK INC	$3,935,652	$238,524 ▼	-5.7%	4,158	0.2%	Common Stock
BRK.B Berkshire Hathaway	$3,932,038	$35,150 ▼	-0.9%	7,383	0.2%	Finance
MAR Marriott International	$3,786,666	$284,887 ▼	-7.0%	15,897	0.2%	Consumer Discretionary
AMT American Tower	$3,600,820	$379,057 ▼	-9.5%	16,548	0.2%	Finance
DFAS Dimensional U.S. Small Cap ETF	$3,567,374	$59,212 ▼	-1.6%	59,705	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,515,389	$44,581 ▼	-1.3%	77,671	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,344,776	$22,169 ▼	-0.7%	31,986	0.2%	ETF
JNJ Johnson & Johnson	$3,149,965	$76,452 ▼	-2.4%	18,994	0.2%	Medical
IVV iShares Core S&P 500 ETF	$3,116,297	$9,552 ▼	-0.3%	5,546	0.1%	ETF
IWB iShares Russell 1000 ETF	$3,045,621	$1,227 ▼	0.0%	9,929	0.1%	ETF
FTV Fortive	$2,831,847	$360,192 ▼	-11.3%	38,697	0.1%	Computer and Technology
NEE NextEra Energy	$2,775,698	$31,971 ▼	-1.1%	39,155	0.1%	Utilities
KO Coca-Cola	$2,637,621	$11,388 ▲	0.4%	36,828	0.1%	Consumer Staples
DIS Walt Disney	$2,524,943	$366,670 ▼	-12.7%	25,582	0.1%	Consumer Discretionary
PEP PepsiCo	$2,441,473	$226,859 ▼	-8.5%	16,283	0.1%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$2,410,424	$15,317 ▼	-0.6%	25,966	0.1%	ETF
LHX L3Harris Technologies	$2,377,552	$206,798 ▼	-8.0%	11,359	0.1%	Aerospace
PG Procter & Gamble	$2,267,779	$14,145 ▼	-0.6%	13,307	0.1%	Consumer Staples
ADBE Adobe	$2,212,201	$454,100 ▼	-17.0%	5,768	0.1%	Computer and Technology
MYFW First Western Financial	$2,204,141	$9,727 ▲	0.4%	112,170	0.1%	Finance
BMY Bristol-Myers Squibb	$2,064,024	$122 ▼	0.0%	33,842	0.1%	Medical
IWD iShares Russell 1000 Value ETF	$2,002,211	$45,535 ▼	-2.2%	10,641	0.1%	ETF
WMT Walmart	$1,952,362	$32,482 ▲	1.7%	22,239	0.1%	Retail/Wholesale
EMR Emerson Electric	$1,924,072		0.0%	17,549	0.1%	Industrials
GE GE Aerospace	$1,916,236	$7,005 ▼	-0.4%	9,574	0.1%	Industrials
PGR Progressive	$1,904,374	$40,187 ▼	-2.1%	6,729	0.1%	Finance
GOOG Alphabet	$1,823,048	$36,402 ▼	-2.0%	11,669	0.1%	Computer and Technology
KNX Knight-Swift Transportation	$1,747,298		0.0%	40,177	0.1%	Transportation
APD Air Products and Chemicals	$1,707,882	$281,649 ▼	-14.2%	5,791	0.1%	Basic Materials
BRK.A Berkshire Hathaway	$1,596,884		0.0%	2	0.1%	Finance
XOM Exxon Mobil	$1,593,305	$280,080 ▼	-15.0%	13,397	0.1%	Energy
RTX RTX	$1,475,869	$21,326 ▲	1.5%	11,142	0.1%	Aerospace
ZBH Zimmer Biomet	$1,431,614	$221,946 ▼	-13.4%	12,649	0.1%	Medical
PYPL PayPal	$1,312,634	$345,564 ▼	-20.8%	20,117	0.1%	Computer and Technology
LMT Lockheed Martin	$1,252,128	$52,265 ▼	-4.0%	2,803	0.1%	Aerospace
MA Mastercard	$1,183,391	$14,799 ▼	-1.2%	2,159	0.1%	Business Services
LLY Eli Lilly and Company	$1,157,100	$6,607 ▼	-0.6%	1,401	0.1%	Medical
XEL Xcel Energy	$1,133,985	$254,986 ▼	-18.4%	16,019	0.1%	Utilities
AMZN Amazon.com	$1,127,671	$4,376 ▲	0.4%	5,927	0.1%	Retail/Wholesale
PM Philip Morris International	$1,085,872	$22,857 ▼	-2.1%	6,841	0.1%	Consumer Staples
ABBV AbbVie	$1,038,381	$64,742 ▼	-5.9%	4,956	0.0%	Medical
EWG iShares MSCI Germany ETF	$1,028,414		0.0%	27,735	0.0%	ETF
AXP American Express	$1,018,354	$9,148 ▼	-0.9%	3,785	0.0%	Finance
EL Estée Lauder Companies	$1,018,161	$103,948 ▼	-9.3%	15,427	0.0%	Consumer Staples
VNQ Vanguard Real Estate ETF	$965,971	$190,949 ▼	-16.5%	10,669	0.0%	ETF
IYW iShares U.S. Technology ETF	$940,948		0.0%	6,700	0.0%	Manufacturing
CI The Cigna Group	$927,122	$6,909 ▼	-0.7%	2,818	0.0%	Medical
IBM International Business Machines	$895,673	$41,029 ▼	-4.4%	3,602	0.0%	Computer and Technology
META Meta Platforms	$845,520	$36,887 ▼	-4.2%	1,467	0.0%	Computer and Technology
ADP Automatic Data Processing	$836,847	$306 ▼	0.0%	2,739	0.0%	Business Services
EIX Edison International	$834,720	$2,828 ▲	0.3%	14,167	0.0%	Utilities
SCZ iShares MSCI EAFE Small-Cap ETF	$796,539	$31,956 ▼	-3.9%	12,538	0.0%	ETF
ETN Eaton	$795,918	$11,689 ▲	1.5%	2,928	0.0%	Industrials
CVX Chevron	$790,612	$11,878 ▼	-1.5%	4,726	0.0%	Energy
TDG TransDigm Group	$789,859	$37,349 ▼	-4.5%	571	0.0%	Aerospace
DFIV Dimensional International Value ETF	$767,402	$138,980 ▼	-15.3%	19,497	0.0%	ETF
MMM 3M	$764,847		0.0%	5,208	0.0%	Multi-Sector Conglomerates
MRK Merck & Co., Inc.	$760,177	$120,817 ▼	-13.7%	8,469	0.0%	Medical
GE VERNOVA INC	$755,568	$611 ▲	0.1%	2,475	0.0%	Common Stock
IVE iShares S&P 500 Value ETF	$697,904		0.0%	3,662	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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First Western Trust Bank Top Holdings and 13F Report (2025)

About First Western Trust Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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First Western Trust Bank Top Holdings and 13F Report (2025)

About First Western Trust Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Western Trust Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools