First Western Capital Management
Latest statistics and disclosures from First Western Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HD, MCD, AMGN, MSFT, LMT, and represent 36.37% of First Western Capital Management's stock portfolio.
- Added to shares of these 1 stock: QCOM.
- Started 1 new stock position in QCOM.
- Reduced shares in these 7 stocks: , CMI, MSFT, HD, NEE, HON, MCD.
- Sold out of its position in CSCO.
- First Western Capital Management was a net buyer of stock by $27k.
- First Western Capital Management has $4.7M in assets under management (AUM), dropping by 6.43%.
- Central Index Key (CIK): 0001603142
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Portfolio Holdings for First Western Capital Management
First Western Capital Management holds 18 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Home Depot (HD) | 9.4 | $443k | 1.6k | 277.57 |
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| McDonald's Corporation (MCD) | 7.1 | $334k | 1.5k | 219.74 |
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| Amgen (AMGN) | 6.9 | $324k | 1.3k | 254.12 |
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| Microsoft Corporation (MSFT) | 6.5 | $308k | 1.5k | 210.10 |
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| Lockheed Martin Corporation (LMT) | 6.5 | $306k | 797.00 | 383.94 |
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| Cummins (CMI) | 6.5 | $306k | 1.5k | 210.89 |
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| Crown Castle Intl (CCI) | 6.2 | $293k | 1.8k | 166.76 |
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| Nextera Energy (NEE) | 6.0 | $282k | 1.0k | 277.56 |
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| Honeywell International (HON) | 5.9 | $280k | 1.7k | 164.80 |
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| JPMorgan Chase & Co. (JPM) | 5.6 | $266k | 2.8k | 96.34 |
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| Johnson & Johnson (JNJ) | 5.6 | $264k | 1.8k | 148.98 |
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| Qualcomm (QCOM) | 5.4 | $253k | NEW | 2.2k | 117.51 |
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| Abbvie (ABBV) | 5.0 | $236k | 2.7k | 87.60 |
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| Equity Lifestyle Properties (ELS) | 4.9 | $233k | 3.8k | 61.25 |
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| Pepsi (PEP) | 4.8 | $225k | 1.6k | 138.55 |
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| Regions Financial Corporation (RF) | 3.4 | $159k | 14k | 11.51 |
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| Huntington Bancshares Incorporated (HBAN) | 3.0 | $141k | 15k | 9.18 |
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| Energy Transfer Equity (ET) | 1.3 | $62k | 11k | 5.43 |
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Past Filings by First Western Capital Management
SEC 13F filings are viewable for First Western Capital Management going back to 2013
- First Western Capital Management 2020 Q3 filed Nov. 18, 2020
- First Western Capital Management 2020 Q2 filed Aug. 13, 2020
- First Western Capital Management 2020 Q1 filed May 14, 2020
- First Western Capital Management 2019 Q4 filed Feb. 13, 2020
- First Western Capital Management 2019 Q3 filed Nov. 13, 2019
- First Western Capital Management 2019 Q2 filed Aug. 14, 2019
- First Western Capital Management 2019 Q1 filed May 14, 2019
- First Western Capital Management 2018 Q4 filed Feb. 8, 2019
- First Western Capital Management 2018 Q3 filed Nov. 14, 2018
- First Western Capital Management 2018 Q2 filed Aug. 13, 2018
- First Western Capital Management 2018 Q1 filed May 14, 2018
- First Western Capital Management 2017 Q4 filed Feb. 1, 2018
- First Western Capital Management 2017 Q3 restated filed Nov. 15, 2017
- First Western Capital Management 2017 Q3 filed Nov. 14, 2017
- First Western Capital Management 2017 Q2 filed July 28, 2017
- First Western Capital Management 2017 Q1 filed April 26, 2017