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First Western Trust Bank

Latest statistics and disclosures from First Western Trust Bank's latest quarterly 13F-HR filing:

Top 5 stock holdings are SYK, VOO, IWR, SPY, IWM, and represent 73.46% of First Western Trust Bank's stock portfolio.
Added to shares of these 10 stocks: IBTE (+$29M), IJH (+$12M), KDP, VOO, WMT, WMB, DVY, UPRO, PH, WSM.
Started 15 new stock positions in PH, Travelers Companies, MPC, IBTE, UPRO, WSM, FTI, SMCI, WMB, DHY. PEG, LIN, DVY, AMAT, DOV.
Reduced shares in these 10 stocks: SYK (-$94M), COST, AAPL, NVDA, MSFT, IWM, ACN, SLB, AMZN, ORCL.
Sold out of its positions in BA, DGP, GS, HALO, MCHP, TSLA, WCC.
First Western Trust Bank was a net seller of stock by $-80M.
First Western Trust Bank has $2.2B in assets under management (AUM), dropping by 9.31%.
Central Index Key (CIK): 0001513189

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Portfolio Holdings for First Western Trust Bank

First Western Trust Bank holds 209 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Stryker Corporation Common Stock (SYK)	57.1	$1.3B	-6%	3.5M	357.87	View chart
Vanguard Index Fds Exchange Traded Fund (VOO)	6.7	$148M	+2%	308k	480.70	View chart
Ishares Tr Exchange Traded Fund (IWR)	4.6	$100M		1.2M	84.09	View chart
Spdr S&p 500 Etf Tr Exchange Traded Fund (SPY)	2.8	$61M		118k	523.07	View chart
Ishares Tr Exchange Traded Fund (IWM)	2.3	$50M	-2%	238k	210.30	View chart
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)	1.7	$37M		745k	50.17	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	1.6	$35M		135k	259.90	View chart
Ishares Tr Fixed Income ETF (IBTE)	1.3	$29M	NEW	1.2M	23.94	View chart
Microsoft Corp Common Stock (MSFT)	1.3	$29M	-6%	69k	420.72	View chart
Apple Common Stock (AAPL)	0.7	$16M	-19%	94k	171.48	View chart
Ishares Tr Exchange Traded Fund (IJH)	0.7	$16M	+330%	258k	60.74	View chart
Alphabet Common Stock (GOOGL)	0.7	$16M	-3%	103k	150.93	View chart
Oracle Corp Common Stock (ORCL)	0.6	$14M	-4%	109k	125.61	View chart
Visa Common Stock (V)	0.6	$12M	-5%	44k	279.08	View chart
Costco Whsl Corp Common Stock (COST)	0.5	$12M	-27%	16k	732.63	View chart
Schlumberger Common Stock (SLB)	0.5	$12M	-7%	213k	54.81	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.5	$11M	-3%	56k	200.30	View chart
Home Depot Common Stock (HD)	0.5	$11M	-3%	29k	383.60	View chart
Tjx Cos Common Stock (TJX)	0.5	$11M	-3%	107k	101.42	View chart
Mcdonalds Corp Common Stock (MCD)	0.5	$11M	-2%	38k	281.95	View chart
Accenture Plc Ireland Common Stock (ACN)	0.5	$10M	-8%	29k	346.62	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.4	$8.9M	-3%	15k	581.21	View chart
Texas Instrs Common Stock (TXN)	0.4	$8.7M	-4%	50k	174.21	View chart
Danaher Corporation Common Stock (DHR)	0.4	$8.1M	-4%	32k	249.72	View chart
Roper Technologies Common Stock (ROP)	0.4	$7.9M	-5%	14k	560.82	View chart
Intuit Common Stock (INTU)	0.4	$7.9M	-4%	12k	650.00	View chart
Abbott Labs Common Stock (ABT)	0.3	$7.4M	-4%	65k	113.66	View chart
Ecolab Common Stock (ECL)	0.3	$7.2M	-4%	31k	230.90	View chart
Fiserv Common Stock (FI)	0.3	$7.1M	-3%	45k	159.82	View chart
Ishares Tr Exchange Traded Fund (EFA)	0.3	$7.0M	-7%	87k	79.86	View chart
Keurig Dr Pepper Common Stock (KDP)	0.3	$6.7M	+110%	219k	30.67	View chart
Ishares Tr Exchange Traded Fund (IWF)	0.3	$6.4M		19k	337.05	View chart
Honeywell Intl Common Stock (HON)	0.3	$6.4M	-7%	31k	205.25	View chart
Nike Common Stock (NKE)	0.3	$6.1M	-7%	65k	93.98	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWO)	0.3	$6.0M	-3%	71k	85.06	View chart
Schwab Charles Corp Common Stock (SCHW)	0.3	$5.9M	-4%	82k	72.34	View chart
Marriott Intl Common Stock (MAR)	0.3	$5.8M		23k	252.31	View chart
Gilead Sciences Common Stock (GILD)	0.2	$5.5M	-6%	75k	73.25	View chart
S&p Global Common Stock (SPGI)	0.2	$5.4M	-4%	13k	425.45	View chart
Fortive Corp Common Stock (FTV)	0.2	$5.3M	-5%	62k	86.02	View chart
American Tower Corp Common Stock (AMT)	0.2	$5.2M	-6%	26k	197.59	View chart
Adobe Common Stock (ADBE)	0.2	$5.1M	-3%	10k	504.60	View chart
Blackrock Common Stock (BLK)	0.2	$4.9M	-3%	5.9k	833.70	View chart
Disney Walt Common Stock (DIS)	0.2	$4.4M	-8%	36k	122.36	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$4.4M	-5%	32k	137.43	View chart
Lauder Estee Cos Common Stock (EL)	0.2	$4.1M	-12%	27k	154.15	View chart
L3harris Technologies Common Stock (LHX)	0.2	$4.0M	+3%	19k	213.10	View chart
Dimensional Etf Trust Exchange Traded Fund (DFAS)	0.2	$3.8M	-2%	62k	62.34	View chart
Nextera Energy Common Stock (NEE)	0.2	$3.8M	-6%	59k	63.91	View chart
Wisdomtree Tr Exchange Traded Fund (EZM)	0.2	$3.8M		62k	61.02	View chart
Ishares Tr Exchange Traded Fund (IJR)	0.2	$3.7M	-4%	34k	110.52	View chart
Wisdomtree Tr Exchange Traded Fund (EES)	0.2	$3.5M		70k	50.12	View chart
Ishares Tr Exchange Traded Fund (IVV)	0.2	$3.4M	-4%	6.5k	525.73	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.4M	-4%	22k	158.19	View chart
Vanguard Intl Equity Index Fds Exchange Traded Fund (VWO)	0.1	$3.3M		79k	41.77	View chart
Pepsico Common Stock (PEP)	0.1	$3.1M		18k	175.01	View chart
Ishares Tr Exchange Traded Fund (IWB)	0.1	$3.1M		11k	288.03	View chart
Coca Cola Common Stock (KO)	0.1	$2.5M	-3%	41k	61.18	View chart
Ishares Tr Exchange Traded Fund (IWD)	0.1	$2.5M	-9%	14k	179.11	View chart
Woodward Common Stock (WWD)	0.1	$2.5M		16k	154.12	View chart
Knight-swift Transn Hldgs Common Stock (KNX)	0.1	$2.4M		44k	55.02	View chart
Air Prods & Chems Common Stock (APD)	0.1	$2.4M	-7%	9.8k	242.27	View chart
Ishares Tr Exchange Traded Fund (IVW)	0.1	$2.3M		27k	84.44	View chart
Emerson Elec Common Stock (EMR)	0.1	$2.2M		19k	113.42	View chart
Procter And Gamble Common Stock (PG)	0.1	$2.2M	-14%	13k	162.25	View chart
Paypal Hldgs Common Stock (PYPL)	0.1	$2.1M	-11%	31k	66.99	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.1	$2.0M	-2%	4.8k	420.52	View chart
Alphabet Common Stock (GOOG)	0.1	$1.9M	-13%	13k	152.26	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.1	$1.9M		15k	131.98	View chart
Ge Aerospace Common Stock (GE)	0.1	$1.8M	-2%	10k	175.53	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$1.8M		33k	54.23	View chart
Ishares Exchange Traded Fund (EWY)	0.1	$1.8M		27k	67.11	View chart
Ishares Tr Exchange Traded Fund (IJK)	0.1	$1.8M		20k	91.25	View chart
First Westn Finl Common Stock (MYFW)	0.1	$1.8M		121k	14.58	View chart
Nvidia Corporation Common Stock (NVDA)	0.1	$1.7M	-66%	1.9k	903.56	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$1.7M	-18%	14k	116.24	View chart
Progressive Corp Common Stock (PGR)	0.1	$1.6M		7.5k	206.82	View chart
Walmart Common Stock (WMT)	0.1	$1.3M	+189%	22k	60.17	View chart
Merck & Co Common Stock (MRK)	0.1	$1.3M	-11%	9.7k	131.95	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$1.2M		2.6k	454.87	View chart
Eli Lilly & Co Common Stock (LLY)	0.1	$1.2M	-11%	1.5k	777.96	View chart
Olin Corp Common Stock (OLN)	0.1	$1.1M		19k	58.80	View chart
Vanguard Index Fds Exchange Traded Fund (VNQ)	0.1	$1.1M		13k	86.48	View chart
Lightwave Logic Common Stock (LWLG)	0.0	$1.1M		234k	4.68	View chart
Abbvie Common Stock (ABBV)	0.0	$1.1M	-13%	5.8k	182.10	View chart
Mastercard Incorporated Common Stock (MA)	0.0	$1.1M		2.2k	481.56	View chart
The Cigna Group Common Stock (CI)	0.0	$1.0M		2.8k	363.19	View chart
Xcel Energy Common Stock (XEL)	0.0	$1.0M		19k	53.75	View chart
Amazon Common Stock (AMZN)	0.0	$981k	-45%	5.4k	180.38	View chart
Ishares Tr Exchange Traded Fund (IWN)	0.0	$958k	-6%	6.0k	158.81	View chart
International Business Machs Common Stock (IBM)	0.0	$932k	-12%	4.9k	190.96	View chart
Eaton Corp Common Stock (ETN)	0.0	$911k		2.9k	312.68	View chart
Ishares Tr Exchange Traded Fund (IYW)	0.0	$905k		6.7k	135.06	View chart
American Express Common Stock (AXP)	0.0	$893k	-2%	3.9k	227.69	View chart
Dimensional Etf Trust Exchange Traded Fund (DFIV)	0.0	$889k		24k	36.75	View chart
Rtx Corporation Common Stock (RTX)	0.0	$882k	-2%	9.0k	97.53	View chart
Ishares Exchange Traded Fund (EWG)	0.0	$881k		28k	31.75	View chart
Vanguard Index Fds Exchange Traded Fund (VOT)	0.0	$862k		3.7k	235.79	View chart
Ishares Tr Exchange Traded Fund (SCZ)	0.0	$826k		13k	63.33	View chart
Spdr S&p Midcap 400 Etf Tr Exchange Traded Fund (MDY)	0.0	$802k		1.4k	556.40	View chart
Chevron Corp Common Stock (CVX)	0.0	$801k	-29%	5.1k	157.73	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$761k		3.0k	249.74	View chart
Intel Corp Common Stock (INTC)	0.0	$759k		17k	44.17	View chart
Transdigm Group Common Stock (TDG)	0.0	$753k	-3%	611.00	1231.60	View chart
Qualcomm Common Stock (QCOM)	0.0	$740k	-7%	4.4k	169.30	View chart
Ishares Tr Exchange Traded Fund (IWO)	0.0	$737k	-2%	2.7k	270.84	View chart
Ishares Tr Exchange Traded Fund (IVE)	0.0	$735k	-2%	3.9k	186.81	View chart
Meta Platforms Common Stock (META)	0.0	$714k	-19%	1.5k	485.58	View chart
Pfizer Common Stock (PFE)	0.0	$703k	-15%	25k	27.75	View chart
Ishares Tr Exchange Traded Fund (IWS)	0.0	$683k	-19%	5.5k	125.32	View chart
Colgate Palmolive Common Stock (CL)	0.0	$677k		7.5k	90.05	View chart
Caterpillar Common Stock (CAT)	0.0	$670k		1.8k	366.43	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$657k	-3%	1.3k	494.70	View chart
Ishares Tr Exchange Traded Fund (IWP)	0.0	$648k		5.7k	114.14	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.A)	0.0	$634k		1.00	634440.00	View chart
Philip Morris Intl Common Stock (PM)	0.0	$633k		6.9k	91.62	View chart
United Parcel Service Common Stock (UPS)	0.0	$577k		3.9k	148.63	View chart
3M Common Stock (MMM)	0.0	$570k	-9%	5.4k	106.07	View chart
Elevance Health Common Stock (ELV)	0.0	$553k	-4%	1.1k	518.54	View chart
Yum Brands Common Stock (YUM)	0.0	$540k		3.9k	138.65	View chart
Union Pac Corp Common Stock (UNP)	0.0	$509k	-8%	2.1k	245.93	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	0.0	$508k		5.5k	92.72	View chart
Mckesson Corp Common Stock (MCK)	0.0	$490k	+2%	913.00	536.85	View chart
Townebank Portsmouth Va Common Stock (TOWN)	0.0	$488k		17k	28.06	View chart
Brookfield Infrast Partners Common Stock (BIP)	0.0	$485k		16k	31.21	View chart
Tetra Tech Common Stock (TTEK)	0.0	$477k		2.6k	184.71	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	0.0	$469k	-6%	2.6k	182.61	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUV)	0.0	$465k	-15%	11k	40.90	View chart
Vanguard Index Fds Exchange Traded Fund (VV)	0.0	$463k		1.9k	239.76	View chart
Illinois Tool Wks Common Stock (ITW)	0.0	$458k		1.7k	268.33	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUS)	0.0	$456k		8.0k	56.98	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.0	$446k		463.00	962.49	View chart
Carrier Global Corporation Common Stock (CARR)	0.0	$444k		7.6k	58.13	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$437k	-4%	5.5k	79.76	View chart
Tidal Etf Tr Exchange Traded Fund (JSTC)	0.0	$430k		24k	17.73	View chart
Broadcom Common Stock (AVGO)	0.0	$427k		322.00	1325.41	View chart
Astrazeneca Common Stock (AZN)	0.0	$422k	+2%	6.2k	67.75	View chart
Analog Devices Common Stock (ADI)	0.0	$415k		2.1k	197.79	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$411k	-5%	4.5k	91.39	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$408k		1.9k	213.15	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$389k		5.6k	70.00	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$387k		3.9k	99.27	View chart
Autozone Common Stock (AZO)	0.0	$369k	+2%	117.00	3151.65	View chart
Ishares Tr Exchange Traded Fund (IWC)	0.0	$368k		3.0k	121.19	View chart
Ppg Inds Common Stock (PPG)	0.0	$366k		2.5k	144.90	View chart
Vanguard Index Fds Exchange Traded Fund (VO)	0.0	$366k	-12%	1.5k	249.86	View chart
Ishares Tr Exchange Traded Fund (IJT)	0.0	$361k		2.8k	130.73	View chart
Target Corp Common Stock (TGT)	0.0	$360k		2.0k	177.21	View chart
Altria Group Common Stock (MO)	0.0	$356k	-33%	8.2k	43.62	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$353k		3.7k	96.71	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.0	$349k	-28%	3.7k	95.56	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VONG)	0.0	$337k	-21%	3.9k	86.67	View chart
Textron Common Stock (TXT)	0.0	$334k		3.5k	95.93	View chart
General Mls Common Stock (GIS)	0.0	$332k		4.7k	69.97	View chart
Cisco Sys Common Stock (CSCO)	0.0	$332k		6.6k	49.91	View chart
Nordson Corp Common Stock (NDSN)	0.0	$323k		1.2k	274.54	View chart
Aflac Common Stock (AFL)	0.0	$323k		3.8k	85.86	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	0.0	$318k	+45%	715.00	444.01	View chart
Oneok Common Stock (OKE)	0.0	$305k	+2%	3.8k	80.17	View chart
Williams Cos Common Stock (WMB)	0.0	$304k	NEW	7.8k	38.97	View chart
Brookfield Corp Common Stock (BN)	0.0	$298k		7.1k	41.87	View chart
Qualys Common Stock (QLYS)	0.0	$292k		1.7k	166.87	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$287k	-10%	6.6k	43.35	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHV)	0.0	$286k		3.8k	75.98	View chart
Deere & Co Common Stock (DE)	0.0	$286k	-3%	697.00	410.74	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$279k		3.1k	90.91	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$276k	-12%	2.8k	97.93	View chart
Amgen Common Stock (AMGN)	0.0	$268k	-31%	944.00	284.32	View chart
Invesco Exchange Traded Fd Tr Exchange Traded Fund (PHO)	0.0	$266k		4.0k	66.57	View chart
Discover Finl Svcs Common Stock (DFS)	0.0	$265k		2.0k	131.09	View chart
Phillips 66 Common Stock (PSX)	0.0	$264k	-59%	1.6k	163.34	View chart
Ishares Tr Exchange Traded Fund (DVY)	0.0	$261k	NEW	2.1k	123.18	View chart
Conocophillips Common Stock (COP)	0.0	$260k	-2%	2.0k	127.28	View chart
Humana Common Stock (HUM)	0.0	$259k	-9%	746.00	346.72	View chart
Verizon Communications Common Stock (VZ)	0.0	$258k		6.2k	41.96	View chart
Ishares Tr Exchange Traded Fund (IJS)	0.0	$256k		2.5k	102.76	View chart
Wells Fargo Common Stock (WFC)	0.0	$252k		4.4k	57.96	View chart
Lowes Cos Common Stock (LOW)	0.0	$251k		987.00	254.73	View chart
Lyondellbasell Industries N V Common Stock (LYB)	0.0	$246k	+7%	2.4k	102.28	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWV)	0.0	$243k		1.7k	139.82	View chart
Dexcom Common Stock (DXCM)	0.0	$242k		1.7k	138.70	View chart
Ishares Tr Exchange Traded Fund (HYG)	0.0	$240k		3.1k	77.73	View chart
Proshares Tr Exchange Traded Fund (UPRO)	0.0	$240k	NEW	3.4k	70.55	View chart
Vanguard World Exchange Traded Fund (MGC)	0.0	$238k		1.3k	186.87	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$236k	NEW	425.00	555.79	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLF)	0.0	$230k		5.5k	42.12	View chart
Williams Sonoma Common Stock (WSM)	0.0	$229k	NEW	722.00	317.53	View chart
Spdr Gold Tr Exchange Traded Fund (GLD)	0.0	$228k		1.1k	205.72	View chart
Vanguard Index Fds Exchange Traded Fund (VB)	0.0	$222k		969.00	228.59	View chart
Super Micro Computer Common Stock (SMCI)	0.0	$220k	NEW	218.00	1010.03	View chart
Linde Common Stock (LIN)	0.0	$220k	NEW	474.00	464.32	View chart
Marathon Pete Corp Common Stock (MPC)	0.0	$220k	NEW	1.1k	201.50	View chart
Applied Matls Common Stock (AMAT)	0.0	$218k	NEW	1.1k	206.23	View chart
Nutrien Common Stock (NTR)	0.0	$217k		4.0k	54.31	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLK)	0.0	$217k		1.0k	208.27	View chart
At&t Common Stock (T)	0.0	$214k	-7%	12k	17.60	View chart
Dover Corp Common Stock (DOV)	0.0	$214k	NEW	1.2k	177.19	View chart
Travelers Companies Common Stock	0.0	$213k	NEW	927.00	230.14	View chart
Public Svc Enterprise Grp Common Stock (PEG)	0.0	$211k	NEW	3.2k	66.78	View chart
Nu Hldgs Common Stock (NU)	0.0	$210k	+60%	18k	11.93	View chart
Technipfmc Common Stock (FTI)	0.0	$207k	NEW	8.3k	25.11	View chart
Extra Space Storage Common Stock (EXR)	0.0	$207k		1.4k	147.00	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$206k	-13%	1.3k	156.38	View chart
Booking Holdings Common Stock (BKNG)	0.0	$203k	-9%	56.00	3627.88	View chart
Credit Suisse High Yield Bd Fixed Income ETF (DHY)	0.0	$101k	NEW	50k	2.02	View chart
S&w Seed Common Stock (SANW)	0.0	$80k		165k	0.48	View chart
Transocean Common Stock (RIG)	0.0	$75k		12k	6.28	View chart
Heart Test Laboratories Common Stock (HSCS)	0.0	$8.8k		75k	0.12	View chart
Tonix Pharmaceuticals Hldg Common Stock (TNXP)	0.0	$1.9k		10k	0.19	View chart

Past Filings by First Western Trust Bank

SEC 13F filings are viewable for First Western Trust Bank going back to 2022

First Western Trust Bank 2024 Q1 filed May 16, 2024
First Western Trust Bank 2023 Q4 filed Feb. 7, 2024
First Western Trust Bank 2023 Q3 filed Nov. 14, 2023
First Western Trust Bank 2023 Q2 filed Aug. 11, 2023
First Western Trust Bank 2023 Q1 filed May 15, 2023
First Western Trust Bank 2022 Q4 filed Feb. 10, 2023
First Western Trust Bank 2022 Q3 filed Nov. 9, 2022
First Western Trust Bank 2022 Q2 filed Aug. 12, 2022
First Western Trust Bank 2022 Q1 filed May 13, 2022

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