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

About First Western Trust Bank

Investment Activity

First Western Trust Bank has $2.05 billion in total holdings as of June 30, 2026.
First Western Trust Bank owns shares of 215 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 2.04% of the portfolio was purchased this quarter.
About 2.22% of the portfolio was sold this quarter.
This quarter, First Western Trust Bank has purchased 205 new stocks and bought additional shares in 62 stocks.
First Western Trust Bank sold shares of 104 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Stryker: $949,982,257
Vanguard S&P 500 ETF: $150,761,863
iShares Russell Mid-Cap ETF: $112,852,887
SPDR S&P 500 ETF Trust: $91,814,625
Invesco S&P 500 Equal Weight ETF: $74,606,098

Largest New Holdings this Quarter

81369Y704 - Industrial Select Sector SPDR Fund: $3,893,720 Holding
438516205 - HONEYWELL INTL INC: $1,919,832 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,887,911 Holding
33739Q408 - First Trust Enhanced Short Maturity ETF: $496,954 Holding
808524805 - Schwab International Equity ETF: $479,875 Holding

Largest Purchases this Quarter

Technology Select Sector SPDR Fund: 30,146 shares (about $5.74M)
iShares Russell 1000 Growth ETF: 40,476 shares (about $5.03M)
iShares MSCI Emerging Markets ETF: 66,105 shares (about $4.52M)
Industrial Select Sector SPDR Fund: 21,021 shares (about $3.89M)
Vanguard FTSE Developed Markets ETF: 36,151 shares (about $2.58M)

Largest Sales this Quarter

Home Depot: 12,125 shares (about $4.28M)
Vanguard S&P 500 ETF: 6,059 shares (about $4.16M)
Alphabet: 6,958 shares (about $2.49M)
iShares Russell Mid-Cap ETF: 17,227 shares (about $1.90M)
Keurig Dr Pepper: 57,801 shares (about $1.89M)

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	$949,982,257	$662,423 â–¼	-0.1%	3,017,349	46.3%	Healthcare
VOO Vanguard S&P 500 ETF	$150,761,863	$4,161,387 â–¼	-2.7%	219,510	7.3%	ETF
IWR iShares Russell Mid-Cap ETF	$112,852,887	$1,900,483 â–¼	-1.7%	1,022,959	5.5%	ETF
SPY SPDR S&P 500 ETF Trust	$91,814,625	$1,149,279 â–¼	-1.2%	122,949	4.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$74,606,098	$1,479,177 â–²	2.0%	350,642	3.6%	ETF
IWM iShares Russell 2000 ETF	$70,434,942	$1,036,555 â–¼	-1.5%	234,431	3.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$68,893,193	$2,575,759 â–²	3.9%	966,922	3.4%	ETF
VTI Vanguard Total Stock Market ETF	$50,227,009	$194,641 â–²	0.4%	135,734	2.4%	ETF
EEM iShares MSCI Emerging Markets ETF	$45,167,566	$4,522,243 â–²	11.1%	660,248	2.2%	ETF
AAPL Apple	$33,808,533	$574,669 â–¼	-1.7%	116,839	1.6%	Technology
WWD Woodward	$25,168,180	$90,193 â–¼	-0.4%	59,158	1.2%	Industrials
GOOGL Alphabet	$20,682,789	$2,486,580 â–¼	-10.7%	57,875	1.0%	Communication Services
MSFT Microsoft	$17,552,454	$1,054,154 â–¼	-5.7%	47,055	0.9%	Technology
IJH iShares Core S&P Mid-Cap ETF	$15,482,069	$737,866 â–¼	-4.5%	200,779	0.8%	ETF
JPM JPMorgan Chase & Co.	$12,739,683	$664,807 â–¼	-5.0%	38,920	0.6%	Finance
NVDA NVIDIA	$11,105,995	$779,351 â–¼	-6.6%	55,505	0.5%	Technology
VTWO Vanguard Russell 2000 ETF	$11,031,371	$182,494 â–¼	-1.6%	90,853	0.5%	ETF
V Visa	$9,910,098	$638,487 â–¼	-6.1%	28,885	0.5%	Finance
COST Costco Wholesale	$9,111,477	$799,827 â–¼	-8.1%	9,740	0.4%	Consumer Staples
TXN Texas Instruments	$8,621,412	$593,758 â–¼	-6.4%	28,924	0.4%	Technology
EFA iShares MSCI EAFE ETF	$7,887,297	$450,631 â–¼	-5.4%	75,927	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$6,751,619	$5,025,904 â–²	291.2%	54,374	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$6,070,729	$5,743,416 â–²	1,754.7%	31,864	0.3%	ETF
MCD McDonald's	$5,990,822	$449,251 â–¼	-7.0%	22,163	0.3%	Consumer Discretionary
TJX TJX Companies	$5,808,228	$531,918 â–¼	-8.4%	38,338	0.3%	Consumer Discretionary
GILD Gilead Sciences	$5,676,961	$345,414 â–¼	-5.7%	44,934	0.3%	Healthcare
SLB SLB	$5,442,474	$376,196 â–¼	-6.5%	117,068	0.3%	Energy
IVV iShares Core S&P 500 ETF	$5,181,570	$3,744 â–¼	-0.1%	6,919	0.3%	ETF
MAR Marriott International	$4,960,718	$299,807 â–¼	-5.7%	13,386	0.2%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$4,909,084	$387,627 â–²	8.6%	82,243	0.2%	ETF
ECL Ecolab	$4,791,725	$368,037 â–¼	-7.1%	17,199	0.2%	Materials
IJR iShares Core S&P Small-Cap ETF	$4,406,587	$100,702 â–¼	-2.2%	29,712	0.2%	ETF
ORCL Oracle	$4,380,312	$717,498 â–¼	-14.1%	29,890	0.2%	Technology
JNJ Johnson & Johnson	$4,100,092	$386,034 â–¼	-8.6%	16,144	0.2%	Healthcare
TMO Thermo Fisher Scientific	$4,025,147	$420,665 â–¼	-9.5%	8,028	0.2%	Healthcare
AMZN Amazon.com	$4,008,164	$188,289 â–¼	-4.5%	16,817	0.2%	Consumer Discretionary
GOOG Alphabet	$3,930,090	$757,540 â–¼	-16.2%	11,123	0.2%	Communication Services
XLI Industrial Select Sector SPDR Fund	$3,893,720	$3,893,720 â–²	New Holding	21,021	0.2%	ETF
GE GE Aerospace	$3,580,707	$79,231 â–²	2.3%	9,581	0.2%	Industrials
BRK.B Berkshire Hathaway	$3,571,784	$18,014 â–¼	-0.5%	7,138	0.2%	Finance
IWB iShares Russell 1000 ETF	$3,470,922	$719,492 â–²	26.1%	8,476	0.2%	ETF
DFAS Dimensional U.S. Small Cap ETF	$3,430,614	$608,328 â–¼	-15.1%	41,664	0.2%	ETF
DHR Danaher	$3,398,797	$478,114 â–¼	-12.3%	17,843	0.2%	Healthcare
BLACKROCK INC	$3,328,150	$393,301 â–¼	-10.6%	3,461	0.2%	Common Stock
ABT Abbott Laboratories	$3,104,893	$537,642 â–¼	-14.8%	34,217	0.2%	Healthcare
LHX L3Harris Technologies	$2,996,564	$158,662 â–¼	-5.0%	10,312	0.1%	Industrials
MYFW First Western Financial	$2,961,859	$192,339 â–¼	-6.1%	92,241	0.1%	Finance
KO CocaCola	$2,809,423	$51,769 â–¼	-1.8%	34,569	0.1%	Consumer Staples
SPGI S&P Global	$2,787,288	$321,328 â–¼	-10.3%	6,844	0.1%	Finance
IVW iShares S&P 500 Growth ETF	$2,744,686		0.0%	19,957	0.1%	ETF
NEE NextEra Energy	$2,735,352	$229,167 â–¼	-7.7%	31,165	0.1%	Utilities
KNX Knight-Swift Transportation	$2,669,851	$247,159 â–¼	-8.5%	34,286	0.1%	Industrials
GE VERNOVA INC	$2,610,539	$89,289 â–¼	-3.3%	2,222	0.1%	Common Stock
EMR Emerson Electric	$2,489,379	$16,749 â–¼	-0.7%	17,390	0.1%	Industrials
HD Home Depot	$2,482,162	$4,276,245 â–¼	-63.3%	7,038	0.1%	Consumer Discretionary
ICE Intercontinental Exchange	$2,395,228	$193,898 â–¼	-7.5%	19,456	0.1%	Finance
WALMART INC	$2,378,347	$77,696 â–¼	-3.2%	20,999	0.1%	Common Stock
PEP PepsiCo	$2,341,337	$3,250 â–²	0.1%	17,292	0.1%	Consumer Staples
IWD iShares Russell 1000 Value ETF	$2,325,389	$391,767 â–²	20.3%	9,592	0.1%	ETF
INTC Intel	$2,165,801	$10,193 â–²	0.5%	15,511	0.1%	Technology
AMT American Tower	$2,149,127	$243,881 â–¼	-10.2%	13,139	0.1%	Real Estate
RTX RTX	$2,111,695	$17,455 â–²	0.8%	11,130	0.1%	Industrials
DIS Walt Disney	$1,989,583	$132,440 â–¼	-6.2%	20,671	0.1%	Communication Services
HONEYWELL INTL INC	$1,919,832	$1,919,832 â–²	New Holding	8,575	0.1%	Common Stock
HONEYWELL AEROSPACE INC	$1,887,911	$1,887,911 â–²	New Holding	8,574	0.1%	Common Stock
BMY Bristol Myers Squibb	$1,875,070	$4,149 â–¼	-0.2%	32,542	0.1%	Healthcare
PG Procter & Gamble	$1,758,360	$471,154 â–¼	-21.1%	11,991	0.1%	Consumer Staples
FTV Fortive	$1,713,269	$189,440 â–¼	-10.0%	28,045	0.1%	Industrials
IYW iShares U.S. Technology ETF	$1,689,941		0.0%	6,700	0.1%	ETF
ISHARES TR	$1,686,105	$1,192,790 â–²	241.8%	65,429	0.1%	Fixed Income ETF
ISHARES TR	$1,678,280	$1,186,779 â–²	241.5%	66,035	0.1%	Fixed Income ETF
IBHI iShares iBonds 2029 Term High Yield and Income ETF	$1,675,005	$1,185,265 â–²	242.0%	71,612	0.1%	ETF
IBHH iShares iBonds 2028 Term High Yield and Income ETF	$1,667,537	$1,180,288 â–²	242.2%	70,959	0.1%	ETF
ISHARES TR	$1,618,441	$1,125,980 â–²	228.6%	61,154	0.1%	Fixed Income ETF
AVGO Broadcom	$1,557,463	$10,199 â–¼	-0.7%	4,123	0.1%	Technology
ACN Accenture	$1,543,239	$204,089 â–¼	-11.7%	12,401	0.1%	Technology
INTU Intuit	$1,506,487	$356,003 â–¼	-19.1%	5,772	0.1%	Technology
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.1%	Finance
LLY Eli Lilly and Company	$1,417,726	$3,598 â–²	0.3%	1,182	0.1%	Healthcare
SCHG Schwab U.S. Large-Cap Growth ETF	$1,413,734	$671,826 â–²	90.6%	41,777	0.1%	ETF
ABBV AbbVie	$1,381,755	$179,419 â–¼	-11.5%	5,491	0.1%	Healthcare
LMT Lockheed Martin	$1,362,806	$45,851 â–¼	-3.3%	2,675	0.1%	Industrials
LWLG Lightwave Logic	$1,349,923	$292,314 â–¼	-17.8%	142,698	0.1%	Technology
PGR Progressive	$1,322,933	$10,049 â–¼	-0.8%	6,056	0.1%	Finance
XOM ExxonMobil	$1,312,102	$66,719 â–¼	-4.8%	9,597	0.1%	Energy
AXP American Express	$1,279,938	$573,334 â–¼	-30.9%	3,784	0.1%	Finance
CSCO Cisco Systems	$1,240,847	$2,467 â–²	0.2%	10,564	0.1%	Technology
JNK SPDR Bloomberg High Yield Bond ETF	$1,196,819	$40,861 â–¼	-3.3%	12,419	0.1%	ETF
XEL Xcel Energy	$1,193,017	$2,007 â–¼	-0.2%	14,857	0.1%	Utilities
PM Philip Morris International	$1,188,579	$17,548 â–¼	-1.5%	6,570	0.1%	Consumer Staples
ETN Eaton	$1,162,029	$2,557 â–²	0.2%	2,727	0.1%	Industrials
QQQ Invesco QQQ	$1,103,864	$516,953 â–²	88.1%	1,499	0.1%	ETF
MA Mastercard	$1,098,590	$1,541 â–²	0.1%	2,139	0.1%	Finance
ZBH Zimmer Biomet	$1,087,747	$1,033 â–¼	-0.1%	12,635	0.1%	Healthcare
CAT Caterpillar	$1,069,160	$4,260 â–²	0.4%	1,004	0.1%	Industrials
AMAT Applied Materials	$942,069	$7,953 â–¼	-0.8%	1,303	0.0%	Technology
VENU HLDG CORP	$908,272		0.0%	400,120	0.0%	Common Stock
IBM International Business Machines	$886,093	$32,339 â–¼	-3.5%	3,151	0.0%	Technology
ADI Analog Devices	$878,937	$397 â–²	0.0%	2,213	0.0%	Technology
SCHV Schwab U.S. Large-Cap Value ETF	$829,139	$435,647 â–²	110.7%	23,819	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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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

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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