First Western Trust Bank Top Holdings and 13F Report (2024) → 🚀 Tap into this explosive trade opportunity asap (From Daily Strike Alliance) (Ad) About First Western Trust BankInvestment ActivityFirst Western Trust Bank has $2.20 billion in total holdings as of March 31, 2024.First Western Trust Bank owns shares of 209 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.39% of the portfolio was purchased this quarter.About 6.05% of the portfolio was sold this quarter.This quarter, First Western Trust Bank has purchased 201 new stocks and bought additional shares in 23 stocks.First Western Trust Bank sold shares of 114 stocks and completely divested from 7 stocks this quarter.Largest Holdings Stryker $1,254,130,476Vanguard S&P 500 ETF $147,797,124iShares Russell Mid-Cap ETF $99,980,824SPDR S&P 500 ETF Trust $61,439,803iShares Russell 2000 ETF $49,954,906 Largest New Holdings this Quarter iShares iBonds Dec 2024 Term Treasury ETF $29,401,575 HoldingWilliams Companies $303,615 HoldingiShares Select Dividend ETF $260,649 HoldingProShares UltraPro S&P 500 $239,588 HoldingParker-Hannifin $236,211 Holding Largest Purchases this Quarter iShares iBonds Dec 2024 Term Treasury ETF 1,228,136 shares (about $29.40M)iShares Core S&P Mid-Cap ETF 197,841 shares (about $12.02M)Keurig Dr Pepper 114,955 shares (about $3.53M)Vanguard S&P 500 ETF 6,561 shares (about $3.15M)Walmart 14,529 shares (about $874.21K) Largest Sales this Quarter Stryker 262,875 shares (about $94.08M)Costco Wholesale 6,006 shares (about $4.40M)Apple 22,477 shares (about $3.85M)NVIDIA 3,779 shares (about $3.41M)Microsoft 4,555 shares (about $1.92M) 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$1,254,130,476$94,075,085 ▼-7.0%3,504,43057.1%MedicalVOOVanguard S&P 500 ETF$147,797,124$3,153,876 ▲2.2%307,4626.7%ETFIWRiShares Russell Mid-Cap ETF$99,980,824$48,352 ▼0.0%1,188,9744.6%ETFSPYSPDR S&P 500 ETF Trust$61,439,803$242,181 ▼-0.4%117,4602.8%FinanceIWMiShares Russell 2000 ETF$49,954,906$1,375,573 ▼-2.7%237,5412.3%FinanceVEAVanguard FTSE Developed Markets ETF$37,379,038$373,616 ▼-1.0%745,0481.7%ETFVTIVanguard Total Stock Market ETF$35,059,2110.0%134,8951.6%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$29,401,575$29,401,575 ▲New Holding1,228,1361.3%ManufacturingMSFTMicrosoft$29,152,108$1,916,380 ▼-6.2%69,2911.3%Computer and TechnologyAAPLApple$16,135,754$3,854,356 ▼-19.3%94,0970.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$15,657,254$12,016,863 ▲330.1%257,7750.7%ETFGOOGLAlphabet$15,572,958$550,593 ▼-3.4%103,1800.7%Computer and TechnologyORCLOracle$13,730,873$656,937 ▼-4.6%109,3140.6%Computer and TechnologyVVisa$12,132,958$654,998 ▼-5.1%43,4750.6%Business ServicesCOSTCostco Wholesale$11,732,337$4,400,176 ▼-27.3%16,0140.5%Retail/WholesaleSLBSchlumberger$11,648,640$908,748 ▼-7.2%212,5280.5%Oils/EnergyJPMJPMorgan Chase & Co.$11,211,993$466,899 ▼-4.0%55,9760.5%FinanceHDHome Depot$11,114,426$442,674 ▼-3.8%28,9740.5%Retail/WholesaleTJXTJX Companies$10,831,467$358,216 ▼-3.2%106,7980.5%Retail/WholesaleMCDMcDonald's$10,687,253$316,346 ▼-2.9%37,9050.5%Retail/WholesaleACNAccenture$9,980,106$974,683 ▼-8.9%28,7930.5%Business ServicesTMOThermo Fisher Scientific$8,868,367$362,105 ▼-3.9%15,2580.4%MedicalTXNTexas Instruments$8,729,858$412,879 ▼-4.5%50,1110.4%Computer and TechnologyDHRDanaher$8,075,527$361,848 ▼-4.3%32,3380.4%Multi-Sector ConglomeratesROPRoper Technologies$7,943,512$435,760 ▼-5.2%14,1640.4%Computer and TechnologyINTUIntuit$7,861,738$401,699 ▼-4.9%12,0950.4%Computer and TechnologyABTAbbott Laboratories$7,366,926$313,022 ▼-4.1%64,8150.3%MedicalECLEcolab$7,213,935$330,184 ▼-4.4%31,2430.3%Basic MaterialsFIFiserv$7,133,246$238,771 ▼-3.2%44,6330.3%Business ServicesEFAiShares MSCI EAFE ETF$6,981,042$598,870 ▼-7.9%87,4160.3%FinanceKDPKeurig Dr Pepper$6,708,664$3,525,670 ▲110.8%218,7370.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$6,444,396$114,260 ▼-1.7%19,1200.3%ETFHONHoneywell International$6,423,636$513,735 ▼-7.4%31,2970.3%Multi-Sector ConglomeratesNKENIKE$6,107,641$526,380 ▼-7.9%64,9890.3%Consumer DiscretionaryVTWOVanguard Russell 2000 ETF$5,992,818$246,674 ▼-4.0%70,4540.3%ETFSCHWCharles Schwab$5,925,670$300,356 ▼-4.8%81,9140.3%FinanceMARMarriott International$5,781,179$53,994 ▼-0.9%22,9130.3%Consumer DiscretionaryGILDGilead Sciences$5,461,007$406,757 ▼-6.9%74,5530.2%MedicalSPGIS&P Global$5,425,764$247,612 ▼-4.4%12,7530.2%Business ServicesFTVFortive$5,326,445$326,446 ▼-5.8%61,9210.2%Computer and TechnologyAMTAmerican Tower$5,202,325$376,407 ▼-6.7%26,3290.2%FinanceADBEAdobe$5,082,331$203,354 ▼-3.8%10,0720.2%Computer and TechnologyBLKBlackRock$4,935,670$182,586 ▼-3.6%5,9200.2%FinanceDISWalt Disney$4,447,908$409,784 ▼-8.4%36,3510.2%Consumer DiscretionaryICEIntercontinental Exchange$4,368,899$239,815 ▼-5.2%31,7900.2%FinanceELEstée Lauder Companies$4,143,964$566,649 ▼-12.0%26,8830.2%Consumer StaplesLHXL3Harris Technologies$4,009,051$132,761 ▲3.4%18,8130.2%AerospaceDFASDimensional U.S. Small Cap ETF$3,839,708$116,015 ▼-2.9%61,5930.2%ETFNEENextEra Energy$3,777,593$263,054 ▼-6.5%59,1080.2%UtilitiesEZMWisdomTree U.S. MidCap Fund$3,777,3820.0%61,9040.2%FinanceIJRiShares Core S&P Small-Cap ETF$3,740,991$164,896 ▼-4.2%33,8490.2%ETFEESWisdomTree U.S. SmallCap Fund$3,497,8750.0%69,7900.2%FinanceIVViShares Core S&P 500 ETF$3,427,234$142,999 ▼-4.0%6,5190.2%ETFJNJJohnson & Johnson$3,403,458$152,337 ▼-4.3%21,5150.2%MedicalVWOVanguard FTSE Emerging Markets ETF$3,286,171$4,720 ▲0.1%78,6730.1%ETFPEPPepsiCo$3,129,179$22,226 ▼-0.7%17,8800.1%Consumer StaplesIWBiShares Russell 1000 ETF$3,058,015$2,016 ▼-0.1%10,6170.1%ETFKOCoca-Cola$2,490,638$86,937 ▼-3.4%40,7100.1%Consumer StaplesIWDiShares Russell 1000 Value ETF$2,462,226$254,874 ▼-9.4%13,7470.1%ETFWWDWoodward$2,457,906$21,269 ▼-0.9%15,9480.1%Computer and TechnologyKNXKnight-Swift Transportation$2,420,3850.0%43,9910.1%TransportationAPDAir Products and Chemicals$2,368,189$181,702 ▼-7.1%9,7750.1%Basic MaterialsIVWiShares S&P 500 Growth ETF$2,281,2310.0%27,0160.1%ETFEMREmerson Electric$2,178,9120.0%19,2110.1%Industrial ProductsPGProcter & Gamble$2,176,908$382,585 ▼-14.9%13,4170.1%Consumer StaplesPYPLPayPal$2,095,314$268,965 ▼-11.4%31,2780.1%Computer and TechnologyBRK.BBerkshire Hathaway$2,038,681$58,873 ▼-2.8%4,8480.1%FinanceGOOGAlphabet$1,949,081$307,718 ▼-13.6%12,8010.1%Computer and TechnologyZBHZimmer Biomet$1,942,8780.0%14,7210.1%MedicalGEGeneral Electric$1,821,650$41,776 ▼-2.2%10,3780.1%TransportationBMYBristol-Myers Squibb$1,807,919$29,881 ▼-1.6%33,3380.1%MedicalEWYiShares MSCI South Korea ETF$1,805,2590.0%26,9000.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,786,401$29,839 ▼-1.6%19,5770.1%ETFMYFWFirst Western Financial$1,765,9300.0%121,1200.1%FinanceNVDANVIDIA$1,709,536$3,414,554 ▼-66.6%1,8920.1%Computer and TechnologyXOMExxon Mobil$1,674,786$386,033 ▼-18.7%14,4080.1%Oils/EnergyPGRProgressive$1,550,736$25,439 ▼-1.6%7,4980.1%FinanceWMTWalmart$1,335,413$874,210 ▲189.5%22,1940.1%Retail/WholesaleMRKMerck & Co., Inc.$1,281,630$173,118 ▼-11.9%9,7130.1%MedicalLMTLockheed Martin$1,178,113$6,368 ▲0.5%2,5900.1%AerospaceLLYEli Lilly and Company$1,151,381$147,034 ▼-11.3%1,4800.1%MedicalOLNOlin$1,122,3160.0%19,0870.1%Basic MaterialsVNQVanguard Real Estate ETF$1,105,0410.0%12,7780.1%ETFLWLGLightwave Logic$1,093,2390.0%233,5980.0%Basic MaterialsABBVAbbVie$1,064,557$166,804 ▼-13.5%5,8460.0%MedicalMAMastercard$1,062,343$20,708 ▼-1.9%2,2060.0%Business ServicesCIThe Cigna Group$1,020,927$2,179 ▲0.2%2,8110.0%MedicalXELXcel Energy$1,004,5880.0%18,6900.0%UtilitiesAMZNAmazon.com$980,546$804,856 ▼-45.1%5,4360.0%Retail/WholesaleIWNiShares Russell 2000 Value ETF$958,101$66,383 ▼-6.5%6,0330.0%ETFIBMInternational Business Machines$932,076$134,627 ▼-12.6%4,8810.0%Computer and TechnologyETNEaton$910,837$12,507 ▼-1.4%2,9130.0%Industrial ProductsIYWiShares U.S. Technology ETF$904,9020.0%6,7000.0%ManufacturingAXPAmerican Express$892,772$19,354 ▼-2.1%3,9210.0%FinanceDFIVDimensional International Value ETF$888,5420.0%24,1780.0%ETFRTXRTX$882,354$19,799 ▼-2.2%9,0470.0%AerospaceEWGiShares MSCI Germany ETF$880,5860.0%27,7350.0%ETFVOTVanguard Mid-Cap Growth ETF$862,2840.0%3,6570.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$825,8870.0%13,0410.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$802,329$556 ▼-0.1%1,4420.0%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits 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 to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.