First Western Trust Bank Top Holdings and 13F Report (2026)

About First Western Trust Bank

Investment Activity

First Western Trust Bank has $1.98 billion in total holdings as of March 31, 2026.
First Western Trust Bank owns shares of 205 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 7.18% of the portfolio was purchased this quarter.
About 5.29% of the portfolio was sold this quarter.
This quarter, First Western Trust Bank has purchased 197 new stocks and bought additional shares in 57 stocks.
First Western Trust Bank sold shares of 91 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Stryker: $992,162,163
Vanguard S&P 500 ETF: $134,788,930
iShares Russell Mid-Cap ETF: $101,137,329
SPDR S&P 500 ETF Trust: $80,959,526
Invesco S&P 500 Equal Weight ETF: $65,960,985

Largest New Holdings this Quarter

92333E108 - VENU HLDG CORP: $1,324,397 Holding
46438G364 - ISHARES TR: $488,310 Holding
46436E122 - ISHARES TR: $487,902 Holding
46436E379 - iShares iBonds 2029 Term High Yield and Income ETF: $487,499 Holding
46438G661 - ISHARES TR: $487,189 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 78,861 shares (about $51.29M)
Vanguard Total Stock Market ETF: 133,330 shares (about $42.77M)
Vanguard FTSE Developed Markets ETF: 255,940 shares (about $16.40M)
iShares MSCI Emerging Markets ETF: 194,958 shares (about $11.07M)
Vanguard FTSE Emerging Markets ETF: 68,201 shares (about $3.69M)

Largest Sales this Quarter

Stryker: 233,769 shares (about $76.81M)
Vanguard S&P 500 ETF: 10,473 shares (about $6.26M)
iShares Russell Mid-Cap ETF: 29,092 shares (about $2.83M)
ROPER TECHNOLOGIES INC: 6,498 shares (about $2.30M)
Woodward: 3,916 shares (about $1.40M)

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	$992,162,163	$76,814,164 â–¼	-7.2%	3,019,453	50.1%	Medical
VOO Vanguard S&P 500 ETF	$134,788,930	$6,258,149 â–¼	-4.4%	225,569	6.8%	ETF
IWR iShares Russell Mid-Cap ETF	$101,137,329	$2,828,616 â–¼	-2.7%	1,040,186	5.1%	ETF
SPY SPDR S&P 500 ETF Trust	$80,959,526	$51,286,463 â–²	172.8%	124,488	4.1%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$65,960,985	$2,039,918 â–²	3.2%	343,690	3.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$59,643,806	$16,400,635 â–²	37.9%	930,771	3.0%	ETF
IWM iShares Russell 2000 ETF	$58,994,610	$226,672 â–²	0.4%	237,881	3.0%	Finance
VTI Vanguard Total Stock Market ETF	$43,376,078	$42,773,597 â–²	7,099.6%	135,208	2.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$33,741,381	$11,071,665 â–²	48.8%	594,143	1.7%	Finance
AAPL Apple	$30,156,597	$438,042 â–²	1.5%	118,825	1.5%	Computer and Technology
WWD Woodward	$21,249,710	$1,401,615 â–¼	-6.2%	59,370	1.1%	Aerospace
GOOGL Alphabet	$18,643,378	$280,371 â–¼	-1.5%	64,833	0.9%	Computer and Technology
MSFT Microsoft	$18,464,448	$577,095 â–¼	-3.0%	49,881	0.9%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$14,204,801	$1,147,740 â–²	8.8%	210,348	0.7%	ETF
JPM JPMorgan Chase & Co.	$12,046,146	$282,099 â–¼	-2.3%	40,951	0.6%	Finance
COST Costco Wholesale	$10,557,176	$177,365 â–¼	-1.7%	10,595	0.5%	Retail/Wholesale
NVDA NVIDIA	$10,359,360	$84,410 â–¼	-0.8%	59,400	0.5%	Computer and Technology
V Visa	$9,292,621	$124,522 â–¼	-1.3%	30,746	0.5%	Business Services
VTWO Vanguard Russell 2000 ETF	$9,251,300	$546,227 â–²	6.3%	92,356	0.5%	ETF
EFA iShares MSCI EAFE ETF	$7,796,139	$1,112,527 â–²	16.6%	80,265	0.4%	Finance
MCD McDonald's	$7,404,503	$782,562 â–¼	-9.6%	23,825	0.4%	Retail/Wholesale
TJX TJX Companies	$6,683,308	$419,693 â–¼	-5.9%	41,849	0.3%	Retail/Wholesale
GILD Gilead Sciences	$6,643,489	$118,186 â–¼	-1.7%	47,668	0.3%	Medical
SLB SLB	$6,431,954	$1,028 â–²	0.0%	125,160	0.3%	Energy
HD Home Depot	$6,302,519	$65,449 â–¼	-1.0%	19,163	0.3%	Retail/Wholesale
TXN Texas Instruments	$6,002,055	$27,956 â–¼	-0.5%	30,916	0.3%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$5,926,107	$92,102 â–¼	-1.5%	13,898	0.3%	ETF
ORCL Oracle	$5,117,299	$401,458 â–¼	-7.3%	34,786	0.3%	Computer and Technology
ECL Ecolab	$4,926,605	$86,455 â–¼	-1.7%	18,520	0.2%	Basic Materials
MAR Marriott International	$4,642,759	$53,967 â–¼	-1.1%	14,195	0.2%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$4,522,826	$1,810,045 â–²	66.7%	6,924	0.2%	ETF
TMO Thermo Fisher Scientific	$4,358,621	$14,747 â–¼	-0.3%	8,867	0.2%	Medical
JNJ Johnson & Johnson	$4,317,788	$490,591 â–¼	-10.2%	17,664	0.2%	Medical
HON Honeywell International	$4,217,639	$25,993 â–¼	-0.6%	18,660	0.2%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$4,121,427	$63,656 â–¼	-1.5%	40,142	0.2%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$4,094,233	$3,686,264 â–²	903.6%	75,749	0.2%	ETF
DHR Danaher	$3,858,991	$2,654 â–¼	-0.1%	20,353	0.2%	Medical
GOOG Alphabet	$3,805,772	$100,114 â–¼	-2.6%	13,267	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$3,777,905	$14,917 â–²	0.4%	30,391	0.2%	ETF
LHX L3Harris Technologies	$3,747,639	$42,799 â–¼	-1.1%	10,858	0.2%	Aerospace
BLACKROCK INC	$3,722,009	$27,891 â–¼	-0.7%	3,870	0.2%	Common Stock
AMZN Amazon.com	$3,667,009	$51,234 â–¼	-1.4%	17,607	0.2%	Retail/Wholesale
DFAS Dimensional U.S. Small Cap ETF	$3,489,069	$207,913 â–¼	-5.6%	49,052	0.2%	ETF
BRK.B Berkshire Hathaway	$3,437,781	$44,086 â–¼	-1.3%	7,174	0.2%	Finance
ICE Intercontinental Exchange	$3,307,756	$92,323 â–¼	-2.7%	21,031	0.2%	Finance
SPGI S&P Global	$3,246,620	$39,557 â–¼	-1.2%	7,633	0.2%	Finance
NEE NextEra Energy	$3,137,115	$30,279 â–²	1.0%	33,776	0.2%	Utilities
INTU Intuit	$3,085,456	$216,622 â–¼	-6.6%	7,136	0.2%	Computer and Technology
ACN Accenture	$2,784,283	$88,440 â–²	3.3%	14,041	0.1%	Computer and Technology
WALMART INC	$2,695,012	$13,174 â–²	0.5%	21,685	0.1%	Common Stock
PEP PepsiCo	$2,681,548	$111,498 â–¼	-4.0%	17,268	0.1%	Consumer Staples
KO CocaCola	$2,677,417	$16,351 â–¼	-0.6%	35,206	0.1%	Consumer Staples
GE GE Aerospace	$2,658,641	$66,118 â–¼	-2.4%	9,369	0.1%	Aerospace
AMT American Tower	$2,524,826	$21,400 â–²	0.9%	14,630	0.1%	Finance
MYFW First Western Financial	$2,414,518	$165,964 â–²	7.4%	98,231	0.1%	Finance
IWB iShares Russell 1000 ETF	$2,395,727	$930,622 â–¼	-28.0%	6,719	0.1%	ETF
EMR Emerson Electric	$2,293,767	$262,040 â–¼	-10.3%	17,507	0.1%	Industrials
IVW iShares S&P 500 Growth ETF	$2,257,336	$8,031 â–²	0.4%	19,957	0.1%	ETF
PG Procter & Gamble	$2,196,066	$20,655 â–¼	-0.9%	15,204	0.1%	Consumer Staples
KNX Knight-Swift Transportation	$2,156,947	$156,445 â–¼	-6.8%	37,460	0.1%	Transportation
RTX RTX	$2,129,230		0.0%	11,038	0.1%	Aerospace
DIS Walt Disney	$2,124,889	$33,829 â–²	1.6%	22,047	0.1%	Consumer Discretionary
KDP Keurig Dr Pepper	$2,100,423	$409,063 â–²	24.2%	79,773	0.1%	Consumer Staples
GE VERNOVA INC	$2,005,924	$53,247 â–¼	-2.6%	2,298	0.1%	Common Stock
BMY Bristol Myers Squibb	$1,978,040	$607 â–²	0.0%	32,614	0.1%	Medical
FTV Fortive	$1,721,751	$15,478 â–¼	-0.9%	31,146	0.1%	Computer and Technology
XOM ExxonMobil	$1,711,021	$68,543 â–²	4.2%	10,085	0.1%	Energy
IWD iShares Russell 1000 Value ETF	$1,704,232	$81,195 â–²	5.0%	7,976	0.1%	ETF
LMT Lockheed Martin	$1,671,138	$109,999 â–²	7.0%	2,765	0.1%	Aerospace
AXP American Express	$1,657,288	$175,741 â–¼	-9.6%	5,479	0.1%	Finance
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.1%	Finance
ABBV AbbVie	$1,349,308	$870 â–¼	-0.1%	6,204	0.1%	Medical
VENU HLDG CORP	$1,324,397	$1,324,397 â–²	New Holding	400,120	0.1%	Common Stock
AVGO Broadcom	$1,284,467	$6,809 â–¼	-0.5%	4,150	0.1%	Computer and Technology
JNK SPDR Bloomberg High Yield Bond ETF	$1,229,332	$2,202 â–²	0.2%	12,843	0.1%	Finance
LWLG Lightwave Logic	$1,220,394	$421,800 â–¼	-25.7%	173,598	0.1%	Basic Materials
IYW iShares U.S. Technology ETF	$1,215,514		0.0%	6,700	0.1%	Manufacturing
PGR Progressive	$1,209,660	$7,731 â–¼	-0.6%	6,102	0.1%	Finance
APD Air Products and Chemicals	$1,189,847	$97,314 â–²	8.9%	4,096	0.1%	Basic Materials
XEL Xcel Energy	$1,182,226	$14,061 â–²	1.2%	14,882	0.1%	Utilities
ZBH Zimmer Biomet	$1,143,542	$181 â–¼	0.0%	12,647	0.1%	Medical
PM Philip Morris International	$1,102,322	$26,785 â–¼	-2.4%	6,667	0.1%	Consumer Staples
LLY Eli Lilly and Company	$1,084,409	$33,112 â–¼	-3.0%	1,179	0.1%	Medical
MA Mastercard	$1,067,274	$500 â–¼	0.0%	2,136	0.1%	Business Services
EL Estee Lauder Companies	$985,953	$18,516 â–²	1.9%	13,738	0.0%	Consumer Staples
ETN Eaton	$973,220	$45,782 â–¼	-4.5%	2,721	0.0%	Industrials
ADBE Adobe	$971,104	$22,363 â–²	2.4%	3,995	0.0%	Computer and Technology
CVX Chevron	$871,463	$51,932 â–²	6.3%	4,212	0.0%	Energy
AZO AutoZone	$864,712	$560,712 â–²	184.4%	256	0.0%	Retail/Wholesale
CSCO Cisco Systems	$818,031	$70,219 â–²	9.4%	10,543	0.0%	Computer and Technology
IBM International Business Machines	$791,646	$13,816 â–¼	-1.7%	3,266	0.0%	Computer and Technology
MRK Merck & Co., Inc.	$791,628	$25,020 â–²	3.3%	6,581	0.0%	Medical
EIX Edison International	$777,391		0.0%	10,623	0.0%	Utilities
META Meta Platforms	$756,928	$17,164 â–¼	-2.2%	1,323	0.0%	Computer and Technology
CI Cigna Group	$748,767	$267 â–²	0.0%	2,807	0.0%	Medical
PFE Pfizer	$725,447	$23,082 â–²	3.3%	25,835	0.0%	Medical
MMM 3M	$722,520	$581 â–¼	-0.1%	4,975	0.0%	Multi-Sector Conglomerates
CAT Caterpillar	$708,460		0.0%	1,000	0.0%	Industrials
PH Parker-Hannifin	$707,240		0.0%	790	0.0%	Industrials
ADI Analog Devices	$703,726	$29,269 â–²	4.3%	2,212	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

First Western Trust Bank Top Holdings and 13F Report (2026)

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

First Western Trust Bank Top Holdings and 13F Report (2026)

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