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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 72.53% of First Western Trust Bank's stock portfolio.
Added to shares of these 10 stocks: VTI (+$11M), SPY (+$9.8M), VOO (+$5.3M), VEA, VWO, VTWO, TDG, BIP, CVS, SCHG.
Started 35 new stock positions in BIP, DXCM, WM, SWK, TTEK, AZN, KEYS, WCC, QQQ, CVS.
Reduced shares in these 10 stocks: Ishares Ibonds Dec 2023 Term T (-$37M), IWB (-$27M), IWM, IWD, GOOGL, NEE, WWD, TMO, EFA, AAPL.
Sold out of its positions in IEMG, Ishares Ibonds Dec 2023 Term T, VTEB.
First Western Trust Bank was a net seller of stock by $-37M.
First Western Trust Bank has $2.0B in assets under management (AUM), dropping by 8.03%.
Central Index Key (CIK): 0001513189

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Portfolio Holdings for First Western Trust Bank

First Western Trust Bank holds 201 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Stryker Corp Common Stock (SYK)	56.2	$1.1B		3.8M	299.46	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	6.5	$131M	+4%	301k	436.80	View chart
Ishares Russell Mid-cap Etf Exchange Traded Fund (IWR)	4.6	$93M		1.2M	77.73	View chart
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	2.8	$56M	+21%	118k	475.31	View chart
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)	2.4	$49M	-5%	244k	200.71	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	1.8	$36M	+15%	753k	47.90	View chart
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)	1.6	$32M	+54%	135k	237.22	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$28M		74k	376.04	View chart
Apple Common Stock (AAPL)	1.1	$22M	-2%	117k	192.53	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.8	$17M		60k	277.15	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.7	$15M	-4%	107k	139.69	View chart
Costco Whsl Corp Common Stock (COST)	0.7	$15M	-2%	22k	660.08	View chart
Oracle Corp Common Stock (ORCL)	0.6	$12M		115k	105.43	View chart
Visa Inc Com Cl A Common Stock (V)	0.6	$12M	-2%	46k	260.35	View chart
Schlumberger Common Stock (SLB)	0.6	$12M	-3%	229k	52.04	View chart
Mcdonalds Corp Common Stock (MCD)	0.6	$12M		39k	296.51	View chart
Accenture Plc Class A Ordinary Common Stock (ACN)	0.6	$11M		32k	350.92	View chart
Home Depot Common Stock (HD)	0.5	$10M	-3%	30k	346.55	View chart
Tjx Cos Common Stock (TJX)	0.5	$10M	-2%	110k	93.81	View chart
J P Morgan Chase & Co Common Stock (JPM)	0.5	$9.9M	+2%	58k	170.10	View chart
Texas Instruments Common Stock (TXN)	0.4	$8.9M	-5%	53k	170.46	View chart
Thermo Fisher Corp Common Stock (TMO)	0.4	$8.4M	-6%	16k	530.81	View chart
Roper Technologies Common Stock (ROP)	0.4	$8.1M		15k	545.15	View chart
Intuit Common Stock (INTU)	0.4	$7.9M	-4%	13k	625.03	View chart
Danaher Corp Common Stock (DHR)	0.4	$7.8M	-3%	34k	231.34	View chart
Nike Inc Cl B Common Stock (NKE)	0.4	$7.7M	-3%	71k	108.57	View chart
Abbott Laboratories Common Stock (ABT)	0.4	$7.4M	-4%	68k	110.07	View chart
Ishares Msci Eafe Etf Exchange Traded Fund (EFA)	0.4	$7.2M	-6%	95k	75.35	View chart
Honeywell International Common Stock (HON)	0.4	$7.1M	-2%	34k	209.71	View chart
Gilead Sciences Common Stock (GILD)	0.3	$6.5M	+5%	80k	81.01	View chart
Ecolab Common Stock (ECL)	0.3	$6.5M	-2%	33k	198.35	View chart
Adobe Common Stock (ADBE)	0.3	$6.2M	-3%	11k	596.60	View chart
Fiserv Common Stock (FI)	0.3	$6.1M		46k	132.84	View chart
American Tower Corp Common Stock (AMT)	0.3	$6.1M	-5%	28k	215.88	View chart
Vanguard Scottsdale Fds Vng Exchange Traded Fund (VTWO)	0.3	$5.9M	+27%	73k	81.10	View chart
Schwab Charles Corp Common Stock (SCHW)	0.3	$5.9M	-2%	86k	68.80	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.3	$5.9M	-2%	20k	303.17	View chart
S&p Global Common Stock (SPGI)	0.3	$5.9M	-3%	13k	440.52	View chart
Marriott International Cl A Common Stock (MAR)	0.3	$5.2M	-3%	23k	225.51	View chart
Blackrock Common Stock (BLK)	0.2	$5.0M	-3%	6.1k	811.83	View chart
Fortive Corp Common Stock (FTV)	0.2	$4.8M	-3%	66k	73.63	View chart
Lauder Estee Cos Inc Cl A Common Stock (EL)	0.2	$4.5M	-8%	31k	146.25	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$4.3M	-2%	34k	128.43	View chart
Nextera Energy Common Stock (NEE)	0.2	$3.8M	-16%	63k	60.74	View chart
L3harris Technologies Common Stock (LHX)	0.2	$3.8M	-8%	18k	210.62	View chart
Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.2	$3.8M		35k	108.25	View chart
Dimensional Etf Trust Us Small Cap Exchange Traded Fund (DFAS)	0.2	$3.8M	-6%	64k	59.62	View chart
Disney Walt Common Stock (DIS)	0.2	$3.6M	-7%	40k	90.29	View chart
Wisdomtree Trust Mdcp Earn Fund Exchange Traded Fund (EZM)	0.2	$3.6M		62k	57.39	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.5M		23k	156.74	View chart
Wisdomtree Tr Us Smallcap Fund Exchange Traded Fund (EES)	0.2	$3.5M		70k	49.82	View chart
Keurig Dr Pepper Common Stock (KDP)	0.2	$3.5M	-8%	104k	33.32	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	0.2	$3.2M		6.8k	477.63	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.2	$3.2M	+66%	79k	41.10	View chart
Pepsico Common Stock (PEP)	0.2	$3.1M		18k	169.84	View chart
Air Prods & Chems Common Stock (APD)	0.1	$2.9M	-4%	11k	273.80	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$2.8M		5.7k	495.22	View chart
Ishares Russell 1000 Etf Exchange Traded Fund (IWB)	0.1	$2.8M	-90%	11k	262.26	View chart
Knight Swift Transn Hldgs Inc Cl A Common Stock (KNX)	0.1	$2.5M		44k	57.65	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.1	$2.5M	-38%	15k	165.25	View chart
Coca Cola Common Stock (KO)	0.1	$2.5M	+7%	42k	58.93	View chart
First Westn Finl Common Stock (MYFW)	0.1	$2.4M	-7%	121k	19.83	View chart
Procter & Gamble Common Stock (PG)	0.1	$2.3M	-2%	16k	146.54	View chart
Woodward Common Stock (WWD)	0.1	$2.2M	-23%	16k	136.13	View chart
Paypal Hldgs Common Stock (PYPL)	0.1	$2.2M	-8%	35k	61.41	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.1	$2.1M	+24%	15k	140.93	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.1	$2.0M	+6%	27k	75.10	View chart
Emerson Elec Common Stock (EMR)	0.1	$1.9M		19k	97.33	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.1	$1.8M		15k	121.70	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.1	$1.8M		5.0k	356.66	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$1.8M	-3%	18k	99.98	View chart
Ishares Inc Msci Sth Kor Etf Exchange Traded Fund (EWY)	0.1	$1.8M		27k	65.53	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$1.7M		34k	51.31	View chart
Ishares S&p Mid-cap 400 Growth Etf Exchange Traded Fund (IJK)	0.1	$1.6M	-7%	20k	79.22	View chart
Amazon.com Common Stock (AMZN)	0.1	$1.5M		9.9k	151.94	View chart
General Electric Common Stock (GE)	0.1	$1.4M	+8%	11k	127.63	View chart
Progressive Corp Oh Common Stock (PGR)	0.1	$1.2M	-7%	7.6k	159.28	View chart
Walmart Common Stock (WMT)	0.1	$1.2M	-2%	7.7k	157.65	View chart
Merck & Co Common Stock (MRK)	0.1	$1.2M	+6%	11k	109.02	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$1.2M	-3%	2.6k	453.24	View chart
Lightwave Logic Common Stock (LWLG)	0.1	$1.2M		234k	4.98	View chart
Xcel Energy Common Stock (XEL)	0.1	$1.2M	+4%	19k	61.91	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.1	$1.1M	-2%	13k	88.36	View chart
Chevron Corporation Common Stock (CVX)	0.1	$1.1M	+19%	7.2k	149.16	View chart
Abbvie Common Stock (ABBV)	0.1	$1.0M	+30%	6.8k	154.97	View chart
Olin Corp Com Par $ Common Stock (OLN)	0.1	$1.0M		19k	53.95	View chart
Ishares Russell 2000 Value Etf Exchange Traded Fund (IWN)	0.0	$1.0M	-11%	6.5k	155.33	View chart
Lilly Eli & Co Common Stock (LLY)	0.0	$973k	+5%	1.7k	582.92	View chart
Mastercard Inc Cl A Common Stock (MA)	0.0	$959k	-2%	2.2k	426.51	View chart
International Business Machs Corp Common Stock (IBM)	0.0	$914k	+8%	5.6k	163.55	View chart
Intel Corp Common Stock (INTC)	0.0	$873k	-14%	17k	50.25	View chart
Pfizer Common Stock (PFE)	0.0	$864k	+11%	30k	28.79	View chart
Cigna Corp Common Stock (CI)	0.0	$840k		2.8k	299.45	View chart
Dimensional Etf Tr Exchange Traded Fund (DFIV)	0.0	$831k		24k	34.36	View chart
Ishares Inc Msci Germany Etf Exchange Traded Fund (EWG)	0.0	$824k		28k	29.69	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.0	$822k		6.7k	122.75	View chart
Ishares Msci Eafe Small-cap Etf Exchange Traded Fund (SCZ)	0.0	$807k	-10%	13k	61.90	View chart
Vanguard Index Fds Mid-cap Growth Exchange Traded Fund (VOT)	0.0	$803k	-4%	3.7k	219.57	View chart
Ishares Russell Mid-cap Value Etf Exchange Traded Fund (IWS)	0.0	$785k	-35%	6.8k	116.30	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.0	$778k	-4%	9.3k	84.14	View chart
American Express Common Stock (AXP)	0.0	$751k		4.0k	187.34	View chart
Spdr S&p Midcap 400 Etf Tr Unit Ser Exchange Traded Fund (MDY)	0.0	$732k	-22%	1.4k	507.38	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$727k		1.4k	526.47	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$721k		3.1k	232.97	View chart
Eaton Corp Common Stock (ETN)	0.0	$711k		3.0k	240.82	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.0	$704k	-4%	4.0k	173.89	View chart
Ishares Russell 2000 Growth Etf Exchange Traded Fund (IWO)	0.0	$704k	-17%	2.8k	252.25	View chart
Qualcomm Common Stock (QCOM)	0.0	$682k	+16%	4.7k	144.63	View chart
Philip Morris Intl Common Stock (PM)	0.0	$650k		6.9k	94.08	View chart
3M Common Stock (MMM)	0.0	$648k	+13%	5.9k	109.32	View chart
Meta Platform Common Stock (META)	0.0	$644k	+2%	1.8k	353.96	View chart
Transdigm Group Common Stock (TDG)	0.0	$637k	NEW	630.00	1011.60	View chart
United Parcel Services Cl B Common Stock (UPS)	0.0	$609k	+92%	3.9k	157.23	View chart
Colgate Palmolive Common Stock (CL)	0.0	$595k		7.5k	79.71	View chart
Ishares Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.0	$593k	+20%	5.7k	104.46	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$579k	+50%	1.5k	385.77	View chart
Halozyme Therapeutics Common Stock (HALO)	0.0	$577k		16k	36.96	View chart
Union Pac Corp Common Stock (UNP)	0.0	$555k	-13%	2.3k	245.62	View chart
Berkshire Hathaway Inc Cl A Common Stock (BRK.A)	0.0	$543k		1.00	542625.00	View chart
Caterpillar Common Stock (CAT)	0.0	$540k		1.8k	295.67	View chart
Phillips 66 Common Stock (PSX)	0.0	$536k		4.0k	133.14	View chart
Elevance Health Common Stock (ELV)	0.0	$530k	-3%	1.1k	471.56	View chart
Townebank Portsmouth Va Common Stock (TOWN)	0.0	$517k		17k	29.76	View chart
Yum! Brands Common Stock (YUM)	0.0	$510k		3.9k	130.66	View chart
Dimensional Etf Tr Us Marketwide Exchange Traded Fund (DFUV)	0.0	$500k		13k	37.22	View chart
Altria Group Common Stock (MO)	0.0	$493k		12k	40.34	View chart
Brookfield Infrast Partners Common Stock (BIP)	0.0	$490k	NEW	16k	31.49	View chart
Microchip Technology Common Stock (MCHP)	0.0	$479k		5.3k	90.18	View chart
Vanguard Specialized Portfolios Exchange Traded Fund (VIG)	0.0	$469k	-3%	2.8k	170.40	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$456k	+8%	4.8k	96.01	View chart
Cvs Health Corporation Common Stock (CVS)	0.0	$455k	NEW	5.8k	78.96	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	0.0	$455k	NEW	5.5k	82.96	View chart
Illinois Tool Wks Common Stock (ITW)	0.0	$447k		1.7k	261.94	View chart
Carrier Global Corporation Common Stock (CARR)	0.0	$443k	-3%	7.7k	57.45	View chart
Tetra Tech Common Stock (TTEK)	0.0	$431k	NEW	2.6k	166.93	View chart
Vanguard Index Fds Vanguard Large Exchange Traded Fund (VV)	0.0	$421k		1.9k	218.15	View chart
Analog Devices Common Stock (ADI)	0.0	$420k		2.1k	198.56	View chart
Mckesson Corp Common Stock (MCK)	0.0	$414k	NEW	895.00	462.98	View chart
Dimensional Etf Trust Us Equity Etf Exchange Traded Fund (DFUS)	0.0	$414k		8.0k	51.83	View chart
Tidal Etf Tr Exchange Traded Fund (JSTC)	0.0	$413k		24k	17.04	View chart
Astrazeneca Common Stock (AZN)	0.0	$408k	NEW	6.1k	67.35	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.0	$407k		463.00	878.29	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.0	$402k		5.6k	72.43	View chart
Amgen Common Stock (AMGN)	0.0	$395k		1.4k	288.02	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.0	$390k	NEW	5.1k	76.25	View chart
Vanguard Scottsdale Fds Vanguard Exchange Traded Fund (VONG)	0.0	$389k		5.0k	78.02	View chart
Vanguard Index Fds Vanguard Mid-cap Exchange Traded Fund (VO)	0.0	$389k	-8%	1.7k	232.64	View chart
Humana Common Stock (HUM)	0.0	$379k	NEW	828.00	457.81	View chart
Ppg Inds Common Stock (PPG)	0.0	$378k	+11%	2.5k	149.55	View chart
Broadcom Common Stock (AVGO)	0.0	$354k	-4%	317.00	1116.25	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$352k	-3%	3.9k	89.47	View chart
Ishares Micro-cap Etf Exchange Traded Fund (IWC)	0.0	$352k		3.0k	116.03	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$349k	+30%	3.6k	97.04	View chart
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.0	$346k	-18%	2.8k	125.14	View chart
Waste Management Common Stock (WM)	0.0	$343k	NEW	1.9k	179.10	View chart
Qualys Common Stock (QLYS)	0.0	$340k	NEW	1.7k	196.28	View chart
Cisco Sys Common Stock (CSCO)	0.0	$333k	-2%	6.6k	50.52	View chart
Comcast Corp Cl A Common Stock (CMCSA)	0.0	$324k		7.4k	43.85	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$317k	NEW	3.2k	98.10	View chart
Wesco Intl Common Stock (WCC)	0.0	$313k	NEW	1.8k	173.88	View chart
Nordson Corp Common Stock (NDSN)	0.0	$311k	NEW	1.2k	264.16	View chart
Aflac Common Stock (AFL)	0.0	$310k	-2%	3.8k	82.50	View chart
General Mills Common Stock (GIS)	0.0	$309k	-4%	4.7k	65.14	View chart
Autozone Common Stock (AZO)	0.0	$295k		114.00	2585.61	View chart
Target Corp Common Stock (TGT)	0.0	$290k	NEW	2.0k	142.42	View chart
Deere & Co Common Stock (DE)	0.0	$289k	-5%	722.00	399.87	View chart
Brookfield Corp Common Stock (BN)	0.0	$285k	NEW	7.1k	40.12	View chart
Textron Common Stock (TXT)	0.0	$279k	-6%	3.5k	80.42	View chart
Db Gold Double Long Etn Due February Exchange Traded Fund (DGP)	0.0	$274k		6.3k	43.55	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHV)	0.0	$264k	NEW	3.8k	70.10	View chart
Tesla Common Stock (TSLA)	0.0	$261k	-6%	1.1k	248.48	View chart
Oneok Common Stock (OKE)	0.0	$260k	NEW	3.7k	70.22	View chart
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS)	0.0	$257k		2.5k	103.07	View chart
Invesco Exchange-traded Fd Tr Exchange Traded Fund (PHO)	0.0	$243k		4.0k	60.86	View chart
Conocophillips Common Stock (COP)	0.0	$242k		2.1k	116.07	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$241k	NEW	1.5k	159.09	View chart
Ishares Tr Exchange Traded Fund (HYG)	0.0	$239k		3.1k	77.39	View chart
Vanguard Scottsdale Fds Vanguard Exchange Traded Fund (VTWV)	0.0	$237k		1.7k	136.58	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$237k		3.1k	77.32	View chart
Verizon Communications Common Stock (VZ)	0.0	$235k	-2%	6.2k	37.70	View chart
Extra Space Storage Common Stock (EXR)	0.0	$229k	NEW	1.4k	160.33	View chart
Discover Finl Svcs Common Stock (DFS)	0.0	$226k	NEW	2.0k	112.40	View chart
Nutrien Common Stock (NTR)	0.0	$225k	NEW	4.0k	56.33	View chart
Boeing Common Stock (BA)	0.0	$225k	-29%	863.00	260.66	View chart
At&t Common Stock (T)	0.0	$220k	+7%	13k	16.78	View chart
Booking Hldgs Common Stock (BKNG)	0.0	$220k	NEW	62.00	3547.23	View chart
Lowes Companies Common Stock (LOW)	0.0	$220k		987.00	222.55	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$218k	NEW	4.4k	49.22	View chart
Dexcom Common Stock (DXCM)	0.0	$216k	NEW	1.7k	124.09	View chart
Vanguard World Exchange Traded Fund (MGC)	0.0	$215k	NEW	1.3k	169.28	View chart
Lyondellbasell Industries N V Common Stock (LYB)	0.0	$213k	NEW	2.2k	95.08	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.0	$212k	NEW	1.1k	191.17	View chart
Vanguard Index Fds Vanguard Exchange Traded Fund (VB)	0.0	$207k	NEW	969.00	213.33	View chart
Select Sector Spdr Tr Financial Exchange Traded Fund (XLF)	0.0	$206k	NEW	5.5k	37.60	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	0.0	$201k	NEW	491.00	409.52	View chart
Select Sector Spdr Tr Sbi Int Tech Exchange Traded Fund (XLK)	0.0	$201k	NEW	1.0k	192.48	View chart
S&w Seed Common Stock (SANW)	0.0	$116k		165k	0.70	View chart
Nu Hldgs Common Stock (NU)	0.0	$92k		11k	8.33	View chart
Transocean Common Stock (RIG)	0.0	$76k	NEW	12k	6.35	View chart
Heart Test Laboratories Common Stock (HSCS)	0.0	$13k	NEW	75k	0.17	View chart
Tonix Pharmaceuticals Hldg Common Stock (TNXP)	0.0	$4.2k	NEW	10k	0.40	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 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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