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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, RSP, and represent 73.79% of First Western Trust Bank's stock portfolio.
Added to shares of these 10 stocks: VEA (+$6.7M), RSP, VENU, JNK, IWM, FN, MSFT, VTV, EEM, CMI.
Started 6 new stock positions in EEM, JNK, FN, VTV, SPYG, CMI.
Reduced shares in these 10 stocks: VOO (-$11M), IWR (-$6.4M), SPY, BF.B, IVV, IVW, IJH, GOOGL, PFE, GE.
Sold out of its positions in AXON, BF.A, BF.B, CEG, EXR, GIS, PANW, WEC, BIP.
First Western Trust Bank was a net seller of stock by $-22M.
First Western Trust Bank has $2.2B in assets under management (AUM), dropping by -2.08%.
Central Index Key (CIK): 0001513189

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Portfolio Holdings for First Western Trust Bank

First Western Trust Bank holds 191 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Stryker Corporation Common Stock (SYK)	55.2	$1.2B		3.3M	369.67	View chart
Vanguard Index Fds Exchange Traded Fund (VOO)	6.9	$151M	-6%	246k	612.38	View chart
Ishares Tr Exchange Traded Fund (IWR)	4.8	$105M	-5%	1.1M	96.55	View chart
Spdr S&p 500 Etf Tr Exchange Traded Fund (SPY)	3.8	$82M		124k	666.18	View chart
Invesco Exchange Traded Fd Tr Exchange Traded Fund (RSP)	3.0	$66M	+6%	347k	189.70	View chart
Ishares Tr Exchange Traded Fund (IWM)	2.7	$58M		240k	241.96	View chart
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)	2.0	$45M	+17%	743k	59.92	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	2.0	$44M		135k	328.17	View chart
Apple Common Stock (AAPL)	1.3	$29M		115k	254.63	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$26M		50k	517.95	View chart
Woodward Common Stock (WWD)	0.7	$16M		63k	252.71	View chart
Alphabet Common Stock (GOOGL)	0.7	$16M	-3%	64k	243.10	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.6	$13M	-3%	42k	315.43	View chart
Ishares Tr Exchange Traded Fund (IJH)	0.6	$13M	-5%	198k	65.26	View chart
Nvidia Corporation Common Stock (NVDA)	0.5	$11M		59k	186.58	View chart
Oracle Corp Common Stock (ORCL)	0.5	$11M	-4%	38k	281.24	View chart
Visa Common Stock (V)	0.5	$10M		30k	341.38	View chart
Tjx Cos Common Stock (TJX)	0.5	$10M	-3%	71k	144.54	View chart
Costco Whsl Corp Common Stock (COST)	0.5	$10M	-4%	11k	925.63	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWO)	0.4	$8.4M	-5%	85k	97.82	View chart
Venu Hldg Corp Common Stock (VENU)	0.4	$8.3M	+62%	650k	12.81	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$7.8M	-2%	26k	303.89	View chart
Home Depot Common Stock (HD)	0.4	$7.7M	-3%	19k	405.19	View chart
Ishares Tr Exchange Traded Fund (IWF)	0.3	$7.1M	-6%	15k	468.41	View chart
Ishares Tr Exchange Traded Fund (EFA)	0.3	$6.9M	-2%	74k	93.37	View chart
Texas Instrs Common Stock (TXN)	0.3	$6.0M	-2%	33k	183.73	View chart
Gilead Sciences Common Stock (GILD)	0.3	$5.5M	-2%	49k	111.00	View chart
Intuit Common Stock (INTU)	0.2	$5.3M	-4%	7.7k	682.91	View chart
Ecolab Common Stock (ECL)	0.2	$5.3M	-6%	19k	273.86	View chart
Abbott Labs Common Stock (ABT)	0.2	$5.3M	-4%	39k	133.94	View chart
Blackrock Common Stock (BLK)	0.2	$4.6M	-3%	3.9k	1165.93	View chart
Schlumberger Common Stock (SLB)	0.2	$4.4M	-5%	127k	34.37	View chart
Vanguard Intl Equity Index Fds Exchange Traded Fund (VWO)	0.2	$4.4M	+3%	80k	54.18	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.2	$4.3M	-5%	8.9k	485.02	View chart
Roper Technologies Common Stock (ROP)	0.2	$4.1M	-3%	8.3k	498.66	View chart
Honeywell Intl Common Stock (HON)	0.2	$4.1M	-3%	20k	210.50	View chart
Danaher Corporation Common Stock (DHR)	0.2	$3.8M	-4%	19k	198.26	View chart
Dimensional Etf Trust Exchange Traded Fund (DFAS)	0.2	$3.8M	-5%	56k	68.46	View chart
S&p Global Common Stock (SPGI)	0.2	$3.8M	-3%	7.8k	486.71	View chart
Marriott Intl Common Stock (MAR)	0.2	$3.8M	-4%	15k	260.44	View chart
Accenture Plc Ireland Common Stock (ACN)	0.2	$3.7M	-10%	15k	246.61	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$3.7M	-5%	22k	168.48	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.2	$3.7M	+3%	7.3k	502.74	View chart
Ishares Tr Exchange Traded Fund (IJR)	0.2	$3.6M	-5%	30k	118.83	View chart
Fiserv Common Stock (FI)	0.2	$3.5M	-10%	27k	128.93	View chart
Ishares Tr Exchange Traded Fund (IWB)	0.2	$3.4M		9.3k	365.48	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.4M	-3%	18k	185.42	View chart
L3harris Technologies Common Stock (LHX)	0.2	$3.3M		11k	305.41	View chart
Keurig Dr Pepper Common Stock (KDP)	0.1	$3.1M	-8%	121k	25.51	View chart
American Tower Corp Common Stock (AMT)	0.1	$3.0M	-4%	16k	192.32	View chart
Ge Aerospace Common Stock (GE)	0.1	$2.9M	-14%	9.5k	300.82	View chart
Ishares Tr Exchange Traded Fund (IVV)	0.1	$2.8M	-22%	4.2k	669.30	View chart
Disney Walt Common Stock (DIS)	0.1	$2.8M	-3%	24k	114.50	View chart
Alphabet Common Stock (GOOG)	0.1	$2.7M		11k	243.55	View chart
Nextera Energy Common Stock (NEE)	0.1	$2.6M	-8%	34k	75.49	View chart
First Westn Finl Common Stock (MYFW)	0.1	$2.5M	-2%	110k	23.02	View chart
Coca Cola Common Stock (KO)	0.1	$2.4M	-3%	37k	66.32	View chart
Ishares Tr Exchange Traded Fund (IVW)	0.1	$2.4M	-23%	20k	120.72	View chart
Emerson Elec Common Stock (EMR)	0.1	$2.3M		18k	131.18	View chart
Walmart Common Stock (WMT)	0.1	$2.2M	-2%	21k	103.06	View chart
Pepsico Common Stock (PEP)	0.1	$2.2M		16k	140.44	View chart
Procter And Gamble Common Stock (PG)	0.1	$2.0M		13k	153.65	View chart
Rtx Corporation Common Stock (RTX)	0.1	$1.8M		11k	167.33	View chart
Adobe Common Stock (ADBE)	0.1	$1.6M	-12%	4.7k	352.75	View chart
Knight-swift Transn Hldgs Common Stock (KNX)	0.1	$1.6M		40k	39.51	View chart
Fortive Corp Common Stock (FTV)	0.1	$1.6M	-9%	32k	48.99	View chart
Ishares Tr Exchange Traded Fund (IWD)	0.1	$1.5M	-23%	7.6k	203.59	View chart
Ge Vernova Common Stock (GEV)	0.1	$1.5M	-12%	2.5k	614.90	View chart
Air Prods & Chems Common Stock (APD)	0.1	$1.5M		5.6k	272.72	View chart
Progressive Corp Common Stock (PGR)	0.1	$1.5M	-2%	6.1k	246.95	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.A)	0.1	$1.5M		2.00	754200.00	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$1.5M	-2%	33k	45.10	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$1.4M		2.8k	499.21	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$1.4M	-7%	12k	112.75	View chart
Ishares Tr Exchange Traded Fund (IYW)	0.1	$1.3M		6.7k	195.86	View chart
Broadcom Common Stock (AVGO)	0.1	$1.3M		4.0k	329.91	View chart
Xcel Energy Common Stock (XEL)	0.1	$1.3M	-8%	16k	80.65	View chart
Spdr Ser Tr Fixed Income ETF (JNK)	0.1	$1.3M	NEW	13k	97.99	View chart
American Express Common Stock (AXP)	0.1	$1.3M		3.8k	332.16	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.1	$1.2M		13k	98.50	View chart
Lauder Estee Cos Common Stock (EL)	0.1	$1.2M	-4%	14k	88.12	View chart
Paypal Hldgs Common Stock (PYPL)	0.1	$1.2M	-6%	18k	67.06	View chart
Mastercard Incorporated Common Stock (MA)	0.1	$1.2M		2.1k	568.80	View chart
Amazon Common Stock (AMZN)	0.1	$1.2M		5.6k	219.58	View chart
Abbvie Common Stock (ABBV)	0.1	$1.1M		4.9k	231.54	View chart
Philip Morris Intl Common Stock (PM)	0.1	$1.1M		6.8k	162.20	View chart
Eaton Corp Common Stock (ETN)	0.0	$1.1M	-2%	2.9k	374.25	View chart
Vanguard Index Fds Exchange Traded Fund (VNQ)	0.0	$975k		11k	91.42	View chart
Meta Platforms Common Stock (META)	0.0	$958k	-7%	1.3k	734.38	View chart
International Business Machs Common Stock (IBM)	0.0	$937k		3.3k	282.16	View chart
Eli Lilly & Co Common Stock (LLY)	0.0	$910k		1.2k	763.00	View chart
Lightwave Logic Common Stock (LWLG)	0.0	$867k		234k	3.71	View chart
Dimensional Etf Trust Exchange Traded Fund (DFIV)	0.0	$845k	-6%	18k	46.12	View chart
The Cigna Group Common Stock (CI)	0.0	$812k		2.8k	288.25	View chart
3M Common Stock (MMM)	0.0	$807k		5.2k	155.18	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$797k		2.7k	293.50	View chart
Edison Intl Common Stock (EIX)	0.0	$781k	-2%	14k	55.28	View chart
Schwab Charles Corp Common Stock (SCHW)	0.0	$743k		7.8k	95.47	View chart
Ishares Tr Exchange Traded Fund (IWP)	0.0	$740k	-10%	5.2k	142.41	View chart
Transdigm Group Common Stock (TDG)	0.0	$738k		560.00	1318.02	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	0.0	$700k		22k	31.91	View chart
Qualcomm Common Stock (QCOM)	0.0	$689k		4.1k	166.36	View chart
Ishares Tr Exchange Traded Fund (SCZ)	0.0	$682k	-29%	8.9k	76.72	View chart
Chevron Corp Common Stock (CVX)	0.0	$635k	-7%	4.1k	155.29	View chart
Spdr S&p Midcap 400 Etf Tr Exchange Traded Fund (MDY)	0.0	$629k		1.1k	596.03	View chart
Tesla Common Stock (TSLA)	0.0	$621k	+2%	1.4k	444.72	View chart
Carrier Global Corporation Common Stock (CARR)	0.0	$598k		10k	59.70	View chart
Yum Brands Common Stock (YUM)	0.0	$595k		3.9k	152.00	View chart
Colgate Palmolive Common Stock (CL)	0.0	$594k		7.4k	79.94	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUS)	0.0	$579k		8.0k	72.44	View chart
Mckesson Corp Common Stock (MCK)	0.0	$573k		741.00	772.54	View chart
Pfizer Common Stock (PFE)	0.0	$569k	-51%	22k	25.48	View chart
Nike Common Stock (NKE)	0.0	$549k	-6%	7.9k	69.73	View chart
Merck & Co Common Stock (MRK)	0.0	$535k	-20%	6.4k	83.93	View chart
Townebank Portsmouth Va Common Stock (TOWN)	0.0	$531k		15k	34.57	View chart
Intel Corp Common Stock (INTC)	0.0	$523k		16k	33.55	View chart
Analog Devices Common Stock (ADI)	0.0	$515k		2.1k	245.70	View chart
Altria Group Common Stock (MO)	0.0	$502k		7.6k	66.06	View chart
Tidal Etf Tr Exchange Traded Fund (JSTC)	0.0	$493k		24k	20.33	View chart
Union Pac Corp Common Stock (UNP)	0.0	$492k		2.1k	236.37	View chart
Olin Corp Common Stock (OLN)	0.0	$480k		19k	24.99	View chart
Caterpillar Common Stock (CAT)	0.0	$477k	-11%	1.0k	477.15	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	0.0	$472k	-12%	2.2k	215.79	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$465k		2.2k	212.58	View chart
Ishares Tr Exchange Traded Fund (IWN)	0.0	$456k		2.6k	176.81	View chart
Ishares Tr Exchange Traded Fund (IVE)	0.0	$456k	-39%	2.2k	206.51	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$453k		1.3k	345.30	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$452k		4.9k	91.43	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$450k		3.6k	123.75	View chart
Ishares Tr Exchange Traded Fund (IJT)	0.0	$447k		3.2k	141.50	View chart
Ishares Tr Exchange Traded Fund (IWC)	0.0	$439k		2.9k	149.09	View chart
RBB Fixed Income ETF (ZTEN)	0.0	$436k	+8%	8.5k	51.51	View chart
Blackrock Muniyield Quality Fixed Income ETF (MYI)	0.0	$435k		39k	11.08	View chart
Cisco Sys Common Stock (CSCO)	0.0	$414k	-5%	6.1k	68.42	View chart
Aflac Common Stock (AFL)	0.0	$407k		3.6k	111.70	View chart
Wells Fargo Common Stock (WFC)	0.0	$405k	+4%	4.8k	83.82	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$401k		1.8k	220.83	View chart
Ishares Tr Exchange Traded Fund (IWO)	0.0	$394k	+7%	1.2k	319.97	View chart
Autozone Common Stock (AZO)	0.0	$386k		90.00	4290.24	View chart
Ishares Tr Exchange Traded Fund (IWS)	0.0	$379k	-23%	2.7k	139.68	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUV)	0.0	$375k	-15%	8.4k	44.69	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	0.0	$375k		624.00	600.37	View chart
Nu Hldgs Common Stock (NU)	0.0	$366k		23k	16.01	View chart
Netflix Common Stock (NFLX)	0.0	$360k	-2%	300.00	1198.92	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$347k		5.6k	62.47	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$338k	-2%	4.0k	84.60	View chart
Taiwan Semiconductor Mfg Common Stock (TSM)	0.0	$337k		1.2k	279.29	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHV)	0.0	$329k		11k	29.11	View chart
Emcor Group Common Stock (EME)	0.0	$327k		503.00	649.54	View chart
Booking Holdings Common Stock (BKNG)	0.0	$324k	+3%	60.00	5399.27	View chart
Deere & Co Common Stock (DE)	0.0	$324k		708.00	457.26	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$321k		4.3k	75.39	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$311k		391.00	796.35	View chart
Williams Cos Common Stock (WMB)	0.0	$308k	-36%	4.9k	63.35	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.0	$306k		544.00	562.27	View chart
Ishares Tr Exchange Traded Fund (DVY)	0.0	$302k		2.1k	142.10	View chart
Elevance Health Common Stock (ELV)	0.0	$300k	-6%	927.00	323.12	View chart
Illinois Tool Wks Common Stock (ITW)	0.0	$297k		1.1k	260.76	View chart
Astrazeneca Common Stock (AZN)	0.0	$295k		3.8k	76.72	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLK)	0.0	$294k		1.0k	281.86	View chart
Invesco Exchange Traded Fd Tr Exchange Traded Fund (PHO)	0.0	$288k		4.0k	72.11	View chart
Williams Sonoma Common Stock (WSM)	0.0	$282k		1.4k	195.45	View chart
Spdr Gold Tr Exchange Traded Fund (GLD)	0.0	$278k	-18%	782.00	355.47	View chart
RBB Fixed Income ETF (RBIL)	0.0	$272k		5.4k	50.05	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWV)	0.0	$271k		1.7k	155.87	View chart
Nordson Corp Common Stock (NDSN)	0.0	$268k		1.2k	226.95	View chart
Oneok Common Stock (OKE)	0.0	$264k		3.6k	72.97	View chart
Public Svc Enterprise Grp Common Stock (PEG)	0.0	$264k		3.2k	83.46	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$258k		340.00	758.15	View chart
Caseys Gen Stores Common Stock (CASY)	0.0	$255k	-8%	451.00	565.32	View chart
Verizon Communications Common Stock (VZ)	0.0	$254k	+4%	5.8k	43.95	View chart
Amgen Common Stock (AMGN)	0.0	$252k		893.00	282.20	View chart
At&t Common Stock (T)	0.0	$252k	-5%	8.9k	28.24	View chart
Brookfield Corp Common Stock (BN)	0.0	$248k		3.6k	68.58	View chart
Bank America Corp Common Stock (BAC)	0.0	$246k	-6%	4.8k	51.59	View chart
Ishares Exchange Traded Fund (IEMG)	0.0	$238k		3.6k	65.92	View chart
Applied Matls Common Stock (AMAT)	0.0	$238k		1.2k	204.74	View chart
Vanguard World Exchange Traded Fund (MGC)	0.0	$234k		958.00	244.09	View chart
Conocophillips Common Stock (COP)	0.0	$224k		2.4k	94.59	View chart
Linde Common Stock (LIN)	0.0	$220k	-4%	464.00	475.00	View chart
Fabrinet Common Stock (FN)	0.0	$217k	NEW	594.00	364.62	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$210k	-16%	2.8k	75.10	View chart
Ppg Inds Common Stock (PPG)	0.0	$210k		2.0k	105.11	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$206k		6.6k	31.42	View chart
Vanguard Index Fds Exchange Traded Fund (VTV)	0.0	$206k	NEW	1.1k	186.49	View chart
Ishares Tr Exchange Traded Fund (EEM)	0.0	$205k	NEW	3.8k	53.40	View chart
Cummins Common Stock (CMI)	0.0	$204k	NEW	484.00	422.37	View chart
Cme Group Common Stock (CME)	0.0	$203k	-2%	750.00	270.19	View chart
Spdr Ser Tr Exchange Traded Fund (SPYG)	0.0	$202k	NEW	1.9k	104.51	View chart
Dover Corp Common Stock (DOV)	0.0	$202k		1.2k	166.83	View chart
Credit Suisse High Yield Bd Fixed Income ETF (DHY)	0.0	$103k		50k	2.06	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 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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