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 stocks: QCOM.
  • Started 1 new stock positions in QCOM.
  • Reduced shares in these 7 stocks: , CMI, MSFT, HD, NEE, HON, MCD.
  • Sold out of its positions 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%.

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Portfolio Holdings for First Western Capital Management

Companies in the First Western Capital Management portfolio as of 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
McDonald's Corporation (MCD) 7.1 $334k 1.5k 219.74
Amgen (AMGN) 6.9 $324k 1.3k 254.12
Microsoft Corporation (MSFT) 6.5 $308k 1.5k 210.10
Lockheed Martin Corporation (LMT) 6.5 $306k 797.00 383.94
Cummins (CMI) 6.5 $306k 1.5k 210.89
Crown Castle Intl (CCI) 6.2 $293k 1.8k 166.76
Nextera Energy (NEE) 6.0 $282k 1.0k 277.56
Honeywell International (HON) 5.9 $280k 1.7k 164.80
JPMorgan Chase & Co. (JPM) 5.6 $266k 2.8k 96.34
Johnson & Johnson (JNJ) 5.6 $264k 1.8k 148.98
Qualcomm (QCOM) 5.4 $253k NEW 2.2k 117.51
Abbvie (ABBV) 5.0 $236k 2.7k 87.60
Equity Lifestyle Properties (ELS) 4.9 $233k 3.8k 61.25

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Pepsi (PEP) 4.8 $225k 1.6k 138.55
Regions Financial Corporation (RF) 3.4 $159k 14k 11.51
Huntington Bancshares Incorporated (HBAN) 3.0 $141k 15k 9.18
Energy Transfer Equity (ET) 1.3 $62k 11k 5.43

Past Filings by First Western Capital Management

SEC 13F filings are viewable for First Western Capital Management going back to 2013

View all past filings