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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, RSP, IWM, and represent 74.56% of First Western Trust Bank's stock portfolio.
Added to shares of these 10 stocks: EEM (+$22M), AMZN, AXP, GOOG, AAPL, DIA, GOOGL, MSFT, CB, PH.
Started 12 new stock positions in NTR, COWZ, TGT, MU, MS, VYM, CB, MDT, VB, DIA. SPMO, FDX.
Reduced shares in these 10 stocks: SPY (-$53M), VTI (-$45M), VOO (-$6.4M), VEA, TJX, VWO, FI, RSP, VENU, IWR.
Sold out of its positions in CMI, FI, NFLX, SPYG, JSTC, WMB.
First Western Trust Bank was a net seller of stock by $-101M.
First Western Trust Bank has $2.0B in assets under management (AUM), dropping by -6.59%.
Central Index Key (CIK): 0001513189

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Portfolio Holdings for First Western Trust Bank

First Western Trust Bank holds 197 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Stryker Corporation Common Stock (SYK)	56.2	$1.1B		3.3M	351.47	View chart
Vanguard S&P 500 Exchange Traded Fund (VOO)	7.3	$148M	-4%	236k	627.13	View chart
iShares Russell Mid Cap Exchange Traded Fund (IWR)	5.1	$103M		1.1M	96.27	View chart
Invesco S&P 500 Equal Weight Exchange Traded Fund (RSP)	3.1	$64M	-3%	333k	191.56	View chart
iShares Russell 2000 Exchange Traded Fund (IWM)	2.9	$58M		237k	246.16	View chart
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)	2.1	$42M	-9%	675k	62.47	View chart
Apple Common Stock (AAPL)	1.6	$32M	+2%	117k	271.86	View chart
SPDR S&P 500 Exchange Traded Fund (SPY)	1.5	$31M	-63%	46k	681.92	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$25M	+2%	51k	483.62	View chart
Ishares Tr Exchange Traded Fund (EEM)	1.1	$22M	+10298%	399k	54.71	View chart
Alphabet Common Stock (GOOGL)	1.0	$21M	+2%	66k	313.00	View chart
Woodward Common Stock (WWD)	0.9	$19M		63k	302.32	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.7	$14M		42k	322.22	View chart
Ishares Tr Exchange Traded Fund (IJH)	0.6	$13M	-2%	193k	66.00	View chart
Nvidia Corporation Common Stock (NVDA)	0.5	$11M		60k	186.50	View chart
Visa Common Stock (V)	0.5	$11M	+2%	31k	350.71	View chart
Costco Whsl Corp Common Stock (COST)	0.5	$9.3M	-2%	11k	862.34	View chart
Vanguard Russell 2000 Exchange Traded Fund (VTWO)	0.4	$8.6M		87k	99.52	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$8.1M	+2%	26k	305.63	View chart
Oracle Corp Common Stock (ORCL)	0.4	$7.3M		38k	194.91	View chart
Tjx Cos Common Stock (TJX)	0.3	$6.8M	-37%	45k	153.61	View chart
iShares Russell 1000 Growth Exchange Traded Fund (IWF)	0.3	$6.7M	-6%	14k	473.30	View chart
Home Depot Common Stock (HD)	0.3	$6.7M		19k	344.10	View chart
iShares MSCI EAFE Exchange Traded Fund (EFA)	0.3	$6.6M	-7%	69k	96.03	View chart
Gilead Sciences Common Stock (GILD)	0.3	$6.0M		49k	122.74	View chart
Texas Instrs Common Stock (TXN)	0.3	$5.4M	-4%	31k	173.49	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.3	$5.2M		8.9k	579.45	View chart
Abbott Labs Common Stock (ABT)	0.3	$5.1M	+3%	41k	125.29	View chart
Intuit Common Stock (INTU)	0.2	$5.1M		7.6k	662.42	View chart
Ecolab Common Stock (ECL)	0.2	$4.9M	-2%	19k	262.52	View chart
Schlumberger Common Stock (SLB)	0.2	$4.8M		125k	38.38	View chart
Danaher Corporation Common Stock (DHR)	0.2	$4.7M	+4%	20k	228.92	View chart
Marriott Intl Common Stock (MAR)	0.2	$4.5M		14k	310.24	View chart
Alphabet Common Stock (GOOG)	0.2	$4.3M	+20%	14k	313.80	View chart
Blackrock Common Stock (BLK)	0.2	$4.2M		3.9k	1070.40	View chart
Amazon Common Stock (AMZN)	0.2	$4.1M	+221%	18k	230.82	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$4.1M	+7%	20k	206.95	View chart
S&p Global Common Stock (SPGI)	0.2	$4.0M		7.7k	522.59	View chart
Honeywell Intl Common Stock (HON)	0.2	$3.7M	-3%	19k	195.09	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.2	$3.7M		7.3k	502.65	View chart
Accenture Plc Ireland Common Stock (ACN)	0.2	$3.6M	-9%	14k	268.31	View chart
Ishares Tr Exchange Traded Fund (IJR)	0.2	$3.6M		30k	120.18	View chart
Dimensional US Small Cap ETF Exchange Traded Fund (DFAS)	0.2	$3.6M	-6%	52k	69.67	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$3.5M		22k	161.96	View chart
Ishares Tr Exchange Traded Fund (IWB)	0.2	$3.5M		9.3k	373.44	View chart
Roper Technologies Common Stock (ROP)	0.2	$3.5M	-5%	7.8k	445.13	View chart
Venu Hldg Corp Common Stock (VENU)	0.2	$3.4M	-38%	400k	8.42	View chart
L3harris Technologies Common Stock (LHX)	0.2	$3.2M		11k	293.57	View chart
Ge Aerospace Common Stock (GE)	0.1	$3.0M		9.6k	308.03	View chart
Ishares Tr Exchange Traded Fund (IVV)	0.1	$2.8M		4.2k	684.94	View chart
Nextera Energy Common Stock (NEE)	0.1	$2.7M		34k	80.28	View chart
Emerson Elec Common Stock (EMR)	0.1	$2.6M	+11%	20k	132.72	View chart
Pepsico Common Stock (PEP)	0.1	$2.6M	+15%	18k	143.52	View chart
American Tower Corp Common Stock (AMT)	0.1	$2.5M	-7%	15k	175.57	View chart
Coca Cola Common Stock (KO)	0.1	$2.5M	-2%	35k	69.91	View chart
Disney Walt Common Stock (DIS)	0.1	$2.5M	-10%	22k	113.77	View chart
First Westn Finl Common Stock (MYFW)	0.1	$2.5M	-16%	92k	26.81	View chart
Ishares Tr Exchange Traded Fund (IVW)	0.1	$2.5M		20k	123.26	View chart
Walmart Common Stock (WMT)	0.1	$2.4M		22k	111.41	View chart
American Express Common Stock (AXP)	0.1	$2.2M	+60%	6.1k	369.95	View chart
Procter And Gamble Common Stock (PG)	0.1	$2.2M	+16%	15k	143.31	View chart
Knight-swift Transn Hldgs Common Stock (KNX)	0.1	$2.1M		40k	52.28	View chart
Rtx Corporation Common Stock (RTX)	0.1	$2.0M		11k	183.40	View chart
Keurig Dr Pepper Common Stock (KDP)	0.1	$1.8M	-46%	64k	28.01	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$1.8M		33k	53.94	View chart
Fortive Corp Common Stock (FTV)	0.1	$1.7M	-2%	31k	55.21	View chart
iShares Russell 1000 Value Exchange Traded Fund (IWD)	0.1	$1.6M		7.6k	210.34	View chart
Ge Vernova Common Stock (GEV)	0.1	$1.5M	-6%	2.4k	653.57	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.A)	0.1	$1.5M		2.00	754800.00	View chart
Broadcom Common Stock (AVGO)	0.1	$1.4M	+5%	4.2k	346.10	View chart
Abbvie Common Stock (ABBV)	0.1	$1.4M	+25%	6.2k	228.49	View chart
Lauder Estee Cos Common Stock (EL)	0.1	$1.4M	-4%	14k	104.72	View chart
Progressive Corp Common Stock (PGR)	0.1	$1.4M		6.1k	227.72	View chart
Adobe Common Stock (ADBE)	0.1	$1.4M	-16%	3.9k	349.99	View chart
Ishares Tr Exchange Traded Fund (IYW)	0.1	$1.3M		6.7k	199.68	View chart
Eli Lilly & Co Common Stock (LLY)	0.1	$1.3M		1.2k	1074.68	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$1.2M	-7%	2.6k	483.67	View chart
Spdr Ser Tr Fixed Income ETF (JNK)	0.1	$1.2M		13k	97.21	View chart
Mastercard Incorporated Common Stock (MA)	0.1	$1.2M		2.1k	570.88	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$1.2M	-21%	9.7k	120.34	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.1	$1.1M		13k	89.92	View chart
Philip Morris Intl Common Stock (PM)	0.1	$1.1M		6.8k	160.40	View chart
Xcel Energy Common Stock (XEL)	0.1	$1.1M	-8%	15k	73.86	View chart
International Business Machs Common Stock (IBM)	0.0	$984k		3.3k	296.21	View chart
Air Prods & Chems Common Stock (APD)	0.0	$929k	-32%	3.8k	247.02	View chart
Eaton Corp Common Stock (ETN)	0.0	$907k		2.8k	318.51	View chart
Vanguard Index Fds Exchange Traded Fund (VNQ)	0.0	$900k	-4%	10k	88.49	View chart
Meta Platforms Common Stock (META)	0.0	$893k	+3%	1.4k	660.09	View chart
Paypal Hldgs Common Stock (PYPL)	0.0	$861k	-19%	15k	58.38	View chart
3M Common Stock (MMM)	0.0	$797k	-4%	5.0k	160.10	View chart
Qualcomm Common Stock (QCOM)	0.0	$778k	+9%	4.5k	171.05	View chart
The Cigna Group Common Stock (CI)	0.0	$772k		2.8k	275.23	View chart
Dimensional Etf Trust Exchange Traded Fund (DFIV)	0.0	$766k	-16%	15k	49.90	View chart
Schwab Charles Corp Common Stock (SCHW)	0.0	$758k	-2%	7.6k	99.91	View chart
Lightwave Logic Common Stock (LWLG)	0.0	$757k		234k	3.24	View chart
Transdigm Group Common Stock (TDG)	0.0	$745k		560.00	1329.85	View chart
Cisco Sys Common Stock (CSCO)	0.0	$742k	+59%	9.6k	77.03	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$729k	+4%	2.8k	257.23	View chart
Wells Fargo Common Stock (WFC)	0.0	$728k	+61%	7.8k	93.20	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	0.0	$715k		22k	32.62	View chart
iShares Russell Mid Cap Growth Exchange Traded Fund (IWP)	0.0	$696k	-2%	5.1k	136.94	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$694k	+132%	790.00	878.96	View chart
Tesla Common Stock (TSLA)	0.0	$679k	+8%	1.5k	449.72	View chart
Spdr Dow Jones Indl Average Et Exchange Traded Fund (DIA)	0.0	$673k	NEW	1.4k	480.57	View chart
Merck & Co Common Stock (MRK)	0.0	$671k		6.4k	105.26	View chart
Edison Intl Common Stock (EIX)	0.0	$638k	-24%	11k	60.02	View chart
Spdr S&p Midcap 400 Etf Tr Exchange Traded Fund (MDY)	0.0	$637k		1.1k	603.28	View chart
Ishares Tr Exchange Traded Fund (SCZ)	0.0	$631k	-8%	8.1k	77.53	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	0.0	$630k	-98%	1.9k	335.27	View chart
Pfizer Common Stock (PFE)	0.0	$623k	+11%	25k	24.90	View chart
Mckesson Corp Common Stock (MCK)	0.0	$612k		746.00	820.29	View chart
Chevron Corp Common Stock (CVX)	0.0	$604k	-3%	4.0k	152.41	View chart
Yum Brands Common Stock (YUM)	0.0	$598k		4.0k	151.28	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUS)	0.0	$593k		8.0k	74.17	View chart
Colgate Palmolive Common Stock (CL)	0.0	$587k		7.4k	79.02	View chart
Analog Devices Common Stock (ADI)	0.0	$575k		2.1k	271.20	View chart
Caterpillar Common Stock (CAT)	0.0	$573k		1.0k	572.87	View chart
Intel Corp Common Stock (INTC)	0.0	$536k	-6%	15k	36.90	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLK)	0.0	$533k	+255%	3.7k	143.97	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$530k		2.2k	242.36	View chart
Invesco Exchange Traded Fd Tr Exchange Traded Fund (PHO)	0.0	$509k	+80%	7.2k	70.41	View chart
Townebank Portsmouth Va Common Stock (TOWN)	0.0	$509k		15k	33.37	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	0.0	$498k	+29%	811.00	614.31	View chart
Nike Common Stock (NKE)	0.0	$491k	-2%	7.7k	63.71	View chart
Amgen Common Stock (AMGN)	0.0	$489k	+67%	1.5k	327.31	View chart
Union Pac Corp Common Stock (UNP)	0.0	$482k		2.1k	231.32	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	0.0	$475k		2.2k	219.78	View chart
Ishares Tr Exchange Traded Fund (IVE)	0.0	$468k		2.2k	212.07	View chart
iShares Russell 2000 Value Exchange Traded Fund (IWN)	0.0	$468k		2.6k	181.21	View chart
Ishares Tr Exchange Traded Fund (IWC)	0.0	$465k		2.9k	157.70	View chart
Nu Hldgs Common Stock (NU)	0.0	$448k	+16%	27k	16.74	View chart
Ishares Tr Exchange Traded Fund (IJT)	0.0	$446k		3.2k	141.16	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$444k	+2%	1.3k	330.13	View chart
Chubb Common Stock (CB)	0.0	$439k	NEW	1.4k	312.12	View chart
Altria Group Common Stock (MO)	0.0	$438k		7.6k	57.66	View chart
Blackrock Muniyield Quality Fixed Income ETF (MYI)	0.0	$426k		39k	10.87	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.0	$420k		544.00	771.87	View chart
Aflac Common Stock (AFL)	0.0	$407k		3.7k	110.27	View chart
Carrier Global Corporation Common Stock (CARR)	0.0	$406k	-23%	7.7k	52.84	View chart
Vanguard Intl Equity Index Fds Exchange Traded Fund (VWO)	0.0	$406k	-90%	7.5k	53.76	View chart
Olin Corp Common Stock (OLN)	0.0	$398k		19k	20.83	View chart
iShares Russell 2000 Growth Exchange Traded Fund (IWO)	0.0	$397k		1.2k	322.96	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$397k		1.8k	219.71	View chart
RBB Fixed Income ETF (ZTEN)	0.0	$385k	-11%	7.5k	51.31	View chart
Taiwan Semiconductor Mfg Common Stock (TSM)	0.0	$367k		1.2k	303.89	View chart
Astrazeneca Common Stock	0.0	$367k	+3%	4.0k	91.93	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (SPMO)	0.0	$360k	NEW	3.0k	119.32	View chart
iShares Russell Mid Cap Value Exchange Traded Fund (IWS)	0.0	$359k	-6%	2.5k	141.03	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$358k	+6%	4.3k	84.21	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$354k	+18%	6.6k	53.83	View chart
Fedex Corp Common Stock (FDX)	0.0	$352k	NEW	1.2k	288.86	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$344k		391.00	879.00	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUV)	0.0	$340k	-13%	7.3k	46.59	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$337k		4.3k	79.36	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHV)	0.0	$335k		11k	29.61	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$334k	-22%	3.8k	87.35	View chart
Deere & Co Common Stock (DE)	0.0	$330k		708.00	465.57	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$326k	-23%	2.8k	117.21	View chart
Elevance Health Common Stock (ELV)	0.0	$326k		929.00	350.55	View chart
Spdr Gold Tr Exchange Traded Fund (GLD)	0.0	$322k	+3%	812.00	396.31	View chart
Booking Holdings Common Stock (BKNG)	0.0	$321k		60.00	5355.33	View chart
Vanguard World Exchange Traded Fund (MGC)	0.0	$309k	+28%	1.2k	251.17	View chart
Illinois Tool Wks Common Stock (ITW)	0.0	$308k	+9%	1.3k	246.30	View chart
Emcor Group Common Stock (EME)	0.0	$308k		503.00	611.79	View chart
Autozone Common Stock (AZO)	0.0	$305k		90.00	3391.50	View chart
Ishares Tr Exchange Traded Fund (DVY)	0.0	$299k		2.1k	141.14	View chart
Applied Matls Common Stock (AMAT)	0.0	$298k		1.2k	256.99	View chart
Nordson Corp Common Stock (NDSN)	0.0	$279k		1.2k	240.43	View chart
Vanguard Russell 2000 Value Exchange Traded Fund (VTWV)	0.0	$278k		1.7k	159.93	View chart
Fabrinet Common Stock (FN)	0.0	$274k		602.00	455.28	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$269k	+37%	9.0k	29.89	View chart
Bank America Corp Common Stock (BAC)	0.0	$261k		4.7k	55.00	View chart
Williams Sonoma Common Stock (WSM)	0.0	$258k		1.4k	178.59	View chart
Public Svc Enterprise Grp Common Stock (PEG)	0.0	$254k		3.2k	80.30	View chart
Verizon Communications Common Stock (VZ)	0.0	$250k	+6%	6.1k	40.73	View chart
Brookfield Corp Common Stock (BN)	0.0	$249k	+49%	5.4k	45.89	View chart
Ishares Exchange Traded Fund (IEMG)	0.0	$244k		3.6k	67.22	View chart
At&t Common Stock (T)	0.0	$244k	+10%	9.8k	24.84	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$243k	+5%	3.0k	82.02	View chart
Dover Corp Common Stock (DOV)	0.0	$236k		1.2k	195.24	View chart
Caseys Gen Stores Common Stock (CASY)	0.0	$233k	-6%	422.00	552.71	View chart
Micron Technology Common Stock (MU)	0.0	$231k	NEW	809.00	285.41	View chart
Vanguard Whitehall Fds Exchange Traded Fund (VYM)	0.0	$228k	NEW	1.6k	143.52	View chart
Conocophillips Common Stock (COP)	0.0	$222k		2.4k	93.61	View chart
RBB Fixed Income ETF (RBIL)	0.0	$213k	-21%	4.3k	49.66	View chart
Pacer Fds Tr Exchange Traded Fund (COWZ)	0.0	$211k	NEW	3.5k	60.17	View chart
Vanguard Index Fds Exchange Traded Fund (VTV)	0.0	$211k		1.1k	190.99	View chart
Morgan Stanley Common Stock (MS)	0.0	$210k	NEW	1.2k	177.53	View chart
Linde Common Stock (LIN)	0.0	$206k	+3%	482.00	426.39	View chart
Cme Group Common Stock (CME)	0.0	$205k		750.00	273.08	View chart
Ppg Inds Common Stock (PPG)	0.0	$205k		2.0k	102.46	View chart
Medtronic Common Stock (MDT)	0.0	$202k	NEW	2.1k	96.06	View chart
Vanguard Index Fds Exchange Traded Fund (VB)	0.0	$202k	NEW	784.00	257.95	View chart
Target Corp Common Stock (TGT)	0.0	$202k	NEW	2.1k	97.75	View chart
Nutrien Common Stock (NTR)	0.0	$202k	NEW	3.3k	61.72	View chart
Oneok Common Stock (OKE)	0.0	$162k	-39%	2.2k	73.50	View chart
Credit Suisse High Yield Bd Fixed Income ETF (DHY)	0.0	$100k		50k	2.00	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 2025 Q4 filed Feb. 12, 2026
First Western Trust Bank 2025 Q3 filed Nov. 14, 2025
First Western Trust Bank 2025 Q2 filed Aug. 8, 2025
First Western Trust Bank 2025 Q1 filed May 12, 2025
First Western Trust Bank 2024 Q4 filed Feb. 13, 2025
First Western Trust Bank 2024 Q3 filed Nov. 7, 2024
First Western Trust Bank 2024 Q2 filed Aug. 5, 2024
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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