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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 74.94% of First Western Trust Bank's stock portfolio.
Added to shares of these 10 stocks: RSP (+$12M), BLK, NVDA, BRK.B, EIX, SCHG, GOVT, RTX, VTWO, GS.
Started 9 new stock positions in TRV, TSLA, TSM, COP, GOVT, BLK, BAC, EIX, GS.
Reduced shares in these 10 stocks: Ishares Ibonds Dec 2024 Term T (-$25M), VOO (-$18M), , IWR, NKE, IWM, VEA, SPY, GOOGL, MSFT.
Sold out of its positions in AMAT, BlackRock, HUM, EEMV, IEMG, Ishares Ibonds Dec 2024 Term T, PHM, S&W Seed Company, SWK, TXT. VBR, VUG, VB, FN, LIN, RIG, LYB.
First Western Trust Bank was a net seller of stock by $-51M.
First Western Trust Bank has $2.2B in assets under management (AUM), dropping by -2.64%.
Central Index Key (CIK): 0001513189

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Portfolio Holdings for First Western Trust Bank

First Western Trust Bank holds 196 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Stryker Corporation Common Stock (SYK)	58.1	$1.3B		3.5M	360.05	View chart
Vanguard Index Fds Exchange Traded Fund (VOO)	6.8	$148M	-11%	274k	538.81	View chart
Ishares Tr Exchange Traded Fund (IWR)	4.5	$97M	-3%	1.1M	88.40	View chart
Spdr S&p 500 Etf Tr Exchange Traded Fund (SPY)	3.1	$67M		114k	586.08	View chart
Ishares Tr Exchange Traded Fund (IWM)	2.4	$52M	-3%	237k	220.96	View chart
Invesco Exchange Traded Fd Tr Exchange Traded Fund (RSP)	1.9	$41M	+39%	236k	175.23	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	1.8	$39M		135k	289.81	View chart
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)	1.5	$33M	-4%	691k	47.82	View chart
Apple Common Stock (AAPL)	1.3	$29M		115k	250.42	View chart
Microsoft Corp Common Stock (MSFT)	1.1	$24M	-2%	57k	421.50	View chart
Alphabet Common Stock (GOOGL)	0.7	$14M	-5%	76k	189.30	View chart
Oracle Corp Common Stock (ORCL)	0.6	$14M	-4%	81k	166.64	View chart
Ishares Tr Exchange Traded Fund (IJH)	0.6	$13M	-3%	202k	62.31	View chart
Woodward Common Stock (WWD)	0.5	$12M		70k	166.42	View chart
Costco Whsl Corp Common Stock (COST)	0.5	$12M	-2%	13k	916.27	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.5	$11M	-2%	46k	239.71	View chart
Visa Common Stock (V)	0.5	$10M	-3%	33k	316.04	View chart
Tjx Cos Common Stock (TJX)	0.5	$9.9M	-2%	82k	120.81	View chart
Home Depot Common Stock (HD)	0.4	$8.4M	-2%	22k	388.99	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$8.4M		29k	289.89	View chart
Ishares Tr Exchange Traded Fund (IWF)	0.3	$7.2M		18k	401.58	View chart
Texas Instrs Common Stock (TXN)	0.3	$7.1M	-4%	38k	187.51	View chart
Fiserv Common Stock (FI)	0.3	$7.0M		34k	205.42	View chart
Accenture Plc Ireland Common Stock (ACN)	0.3	$6.9M	-5%	20k	351.80	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWO)	0.3	$6.2M	+4%	69k	89.33	View chart
Ishares Tr Exchange Traded Fund (EFA)	0.3	$6.1M		81k	75.61	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.3	$5.7M	-7%	11k	520.23	View chart
Schlumberger Common Stock (SLB)	0.3	$5.7M	-9%	148k	38.34	View chart
Intuit Common Stock (INTU)	0.3	$5.5M	-3%	8.8k	628.50	View chart
Ecolab Common Stock (ECL)	0.2	$5.4M	-5%	23k	234.32	View chart
Danaher Corporation Common Stock (DHR)	0.2	$5.4M	-6%	24k	229.55	View chart
Honeywell Intl Common Stock (HON)	0.2	$5.2M	-2%	23k	225.89	View chart
Gilead Sciences Common Stock (GILD)	0.2	$5.2M		56k	92.37	View chart
Abbott Labs Common Stock (ABT)	0.2	$5.1M	-8%	45k	113.11	View chart
Roper Technologies Common Stock (ROP)	0.2	$5.0M	-6%	9.7k	519.83	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$4.9M	+96%	36k	134.29	View chart
Marriott Intl Common Stock (MAR)	0.2	$4.8M	-3%	17k	278.94	View chart
Keurig Dr Pepper Common Stock (KDP)	0.2	$4.6M	-13%	144k	32.12	View chart
Blackrock Common Stock (BLK)	0.2	$4.5M	NEW	4.4k	1025.16	View chart
S&p Global Common Stock (SPGI)	0.2	$4.5M	-4%	9.0k	498.03	View chart
Dimensional Etf Trust Exchange Traded Fund (DFAS)	0.2	$4.0M		61k	65.08	View chart
Wisdomtree Tr Exchange Traded Fund (EZM)	0.2	$3.9M		62k	62.51	View chart
Wisdomtree Tr Exchange Traded Fund (EES)	0.2	$3.8M		70k	53.94	View chart
Ishares Tr Exchange Traded Fund (IJR)	0.2	$3.7M		32k	115.22	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$3.7M		25k	149.01	View chart
Vanguard Intl Equity Index Fds Exchange Traded Fund (VWO)	0.2	$3.5M		79k	44.04	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.2	$3.4M	+55%	7.4k	453.28	View chart
American Tower Corp Common Stock (AMT)	0.2	$3.4M	-6%	18k	183.41	View chart
Ishares Tr Exchange Traded Fund (IVV)	0.2	$3.3M		5.6k	588.68	View chart
Fortive Corp Common Stock (FTV)	0.2	$3.3M	-3%	44k	75.00	View chart
Disney Walt Common Stock (DIS)	0.2	$3.3M	+3%	29k	111.35	View chart
Ishares Tr Exchange Traded Fund (IWB)	0.1	$3.2M	-6%	9.9k	322.16	View chart
Adobe Common Stock (ADBE)	0.1	$3.1M	-5%	7.0k	444.68	View chart
Nextera Energy Common Stock (NEE)	0.1	$2.8M	-15%	40k	71.69	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$2.8M		20k	144.62	View chart
Pepsico Common Stock (PEP)	0.1	$2.7M		18k	152.06	View chart
Ishares Tr Exchange Traded Fund (IVW)	0.1	$2.7M	-2%	26k	101.53	View chart
L3harris Technologies Common Stock (LHX)	0.1	$2.6M	-12%	12k	210.28	View chart
Coca Cola Common Stock (KO)	0.1	$2.3M		37k	62.26	View chart
Alphabet Common Stock (GOOG)	0.1	$2.3M		12k	190.44	View chart
Procter And Gamble Common Stock (PG)	0.1	$2.2M		13k	167.65	View chart
First Westn Finl Common Stock (MYFW)	0.1	$2.2M	-7%	112k	19.55	View chart
Emerson Elec Common Stock (EMR)	0.1	$2.2M		18k	123.93	View chart
Paypal Hldgs Common Stock (PYPL)	0.1	$2.2M	+5%	25k	85.35	View chart
Knight-swift Transn Hldgs Common Stock (KNX)	0.1	$2.1M	-8%	40k	53.04	View chart
Ishares Tr Exchange Traded Fund (IWD)	0.1	$2.0M	-23%	11k	185.13	View chart
Walmart Common Stock (WMT)	0.1	$2.0M		22k	90.35	View chart
Air Prods & Chems Common Stock (APD)	0.1	$2.0M	+2%	6.7k	290.04	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$1.9M		34k	56.56	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$1.7M	+7%	16k	107.57	View chart
Progressive Corp Common Stock (PGR)	0.1	$1.6M	+9%	6.9k	239.61	View chart
Ge Aerospace Common Stock (GE)	0.1	$1.6M		9.6k	166.79	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.1	$1.5M		15k	105.63	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$1.4M		2.9k	485.94	View chart
Ishares Exchange Traded Fund (EWY)	0.1	$1.4M		27k	50.89	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.A)	0.1	$1.4M		2.00	680920.00	View chart
Xcel Energy Common Stock (XEL)	0.1	$1.3M		20k	67.52	View chart
Amazon Common Stock (AMZN)	0.1	$1.3M		5.9k	219.39	View chart
Lauder Estee Cos Common Stock (EL)	0.1	$1.3M	-13%	17k	74.98	View chart
Rtx Corporation Common Stock (RTX)	0.1	$1.3M	+27%	11k	115.72	View chart
Mastercard Incorporated Common Stock (MA)	0.1	$1.2M		2.2k	526.56	View chart
Vanguard Index Fds Exchange Traded Fund (VNQ)	0.1	$1.1M		13k	89.08	View chart
American Express Common Stock (AXP)	0.1	$1.1M		3.8k	296.79	View chart
Edison Intl Common Stock (EIX)	0.1	$1.1M	NEW	14k	79.84	View chart
Eli Lilly & Co Common Stock (LLY)	0.1	$1.1M		1.4k	772.00	View chart
Ishares Tr Exchange Traded Fund (IYW)	0.0	$1.1M		6.7k	159.52	View chart
Merck & Co Common Stock (MRK)	0.0	$976k		9.8k	99.48	View chart
Eaton Corp Common Stock (ETN)	0.0	$957k		2.9k	331.87	View chart
Abbvie Common Stock (ABBV)	0.0	$936k		5.3k	177.70	View chart
Meta Platforms Common Stock (META)	0.0	$896k	+3%	1.5k	585.51	View chart
Ishares Exchange Traded Fund (EWG)	0.0	$883k		28k	31.82	View chart
Philip Morris Intl Common Stock (PM)	0.0	$841k		7.0k	120.35	View chart
International Business Machs Common Stock (IBM)	0.0	$828k	-5%	3.8k	219.83	View chart
Dimensional Etf Trust Exchange Traded Fund (DFIV)	0.0	$817k		23k	35.48	View chart
Ge Vernova Common Stock (GEV)	0.0	$813k		2.5k	328.93	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$802k		2.7k	292.73	View chart
Nike Common Stock (NKE)	0.0	$795k	-77%	11k	75.67	View chart
Ishares Tr Exchange Traded Fund (SCZ)	0.0	$792k		13k	60.75	View chart
The Cigna Group Common Stock (CI)	0.0	$784k		2.8k	276.14	View chart
Broadcom Common Stock (AVGO)	0.0	$763k		3.3k	231.84	View chart
Transdigm Group Common Stock (TDG)	0.0	$758k		598.00	1267.28	View chart
Ishares Tr Exchange Traded Fund (IWP)	0.0	$717k	+2%	5.7k	126.75	View chart
Ishares Tr Exchange Traded Fund (IVE)	0.0	$699k		3.7k	190.88	View chart
Chevron Corp Common Stock (CVX)	0.0	$695k	+2%	4.8k	144.84	View chart
Carrier Global Corporation Common Stock (CARR)	0.0	$681k	+30%	10k	68.26	View chart
Colgate Palmolive Common Stock (CL)	0.0	$676k		7.4k	90.91	View chart
3M Common Stock (MMM)	0.0	$672k		5.2k	129.09	View chart
Schwab Charles Corp Common Stock (SCHW)	0.0	$670k		9.1k	74.01	View chart
Qualcomm Common Stock (QCOM)	0.0	$668k		4.3k	153.62	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$658k		1.3k	505.87	View chart
Olin Corp Common Stock (OLN)	0.0	$645k		19k	33.80	View chart
Townebank Portsmouth Va Common Stock (TOWN)	0.0	$621k		18k	34.06	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	0.0	$611k	+300%	22k	27.87	View chart
Pfizer Common Stock (PFE)	0.0	$600k		23k	26.53	View chart
Spdr S&p Midcap 400 Etf Tr Exchange Traded Fund (MDY)	0.0	$541k		949.00	569.58	View chart
Mckesson Corp Common Stock (MCK)	0.0	$531k		931.00	569.91	View chart
Yum Brands Common Stock (YUM)	0.0	$523k		3.9k	134.16	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUS)	0.0	$510k		8.0k	63.75	View chart
Ishares Tr Exchange Traded Fund (IWS)	0.0	$505k		3.9k	129.34	View chart
Vanguard Index Fds Exchange Traded Fund (VV)	0.0	$491k	-5%	1.8k	269.70	View chart
Lightwave Logic Common Stock (LWLG)	0.0	$491k		234k	2.10	View chart
Ishares Tr Exchange Traded Fund (IJT)	0.0	$484k	-15%	3.6k	135.37	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	0.0	$474k		2.4k	195.83	View chart
Union Pac Corp Common Stock (UNP)	0.0	$472k		2.1k	228.04	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$458k	+31%	5.0k	92.61	View chart
Analog Devices Common Stock (ADI)	0.0	$449k		2.1k	212.46	View chart
Tidal Etf Tr Exchange Traded Fund (JSTC)	0.0	$445k		24k	18.36	View chart
Ishares Tr Exchange Traded Fund (IWN)	0.0	$438k		2.7k	164.17	View chart
Blackrock Muniyield Quality Fixed Income ETF (MYI)	0.0	$433k		39k	11.04	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUV)	0.0	$426k	-5%	10k	40.92	View chart
Altria Group Common Stock (MO)	0.0	$423k		8.1k	52.29	View chart
Williams Cos Common Stock (WMB)	0.0	$422k		7.8k	54.12	View chart
Caterpillar Common Stock (CAT)	0.0	$409k		1.1k	362.76	View chart
Elevance Health Common Stock (ELV)	0.0	$397k		1.1k	368.90	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$394k		4.3k	91.25	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$393k		3.7k	107.74	View chart
Aflac Common Stock (AFL)	0.0	$389k		3.8k	103.44	View chart
RBB Fixed Income ETF (ZTEN)	0.0	$387k	+48%	7.8k	49.53	View chart
Autozone Common Stock (AZO)	0.0	$384k		120.00	3202.00	View chart
Ishares Tr Exchange Traded Fund (IWC)	0.0	$384k		2.9k	130.38	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$381k		1.9k	201.79	View chart
Ishares Tr Fixed Income ETF (GOVT)	0.0	$379k	NEW	17k	22.98	View chart
Cisco Sys Common Stock (CSCO)	0.0	$378k		6.4k	59.20	View chart
Tetra Tech Common Stock (TTEK)	0.0	$374k	-20%	9.4k	39.84	View chart
Astrazeneca Common Stock (AZN)	0.0	$372k	-10%	5.7k	65.52	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	0.0	$366k		715.00	511.23	View chart
Oneok Common Stock (OKE)	0.0	$365k		3.6k	100.40	View chart
Illinois Tool Wks Common Stock (ITW)	0.0	$355k		1.4k	253.56	View chart
Brookfield Infrast Partners Common Stock (BIP)	0.0	$354k	-15%	11k	31.79	View chart
Discover Finl Svcs Common Stock (DFS)	0.0	$350k		2.0k	173.23	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.0	$338k	-7%	475.00	712.33	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$337k		5.6k	59.73	View chart
Wells Fargo Common Stock (WFC)	0.0	$336k	+2%	4.8k	70.24	View chart
Williams Sonoma Common Stock (WSM)	0.0	$327k		1.8k	185.18	View chart
Ishares Tr Exchange Traded Fund (IWO)	0.0	$326k	+2%	1.1k	287.71	View chart
Intel Corp Common Stock (INTC)	0.0	$317k		16k	20.05	View chart
Deere & Co Common Stock (DE)	0.0	$303k		716.00	423.70	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHV)	0.0	$295k	+200%	11k	26.07	View chart
Target Corp Common Stock (TGT)	0.0	$283k		2.1k	135.18	View chart
Ishares Tr Exchange Traded Fund (DVY)	0.0	$278k		2.1k	131.29	View chart
Booking Holdings Common Stock (BKNG)	0.0	$273k		55.00	4968.42	View chart
Ishares Tr Exchange Traded Fund (IJS)	0.0	$270k		2.5k	108.61	View chart
Public Svc Enterprise Grp Common Stock (PEG)	0.0	$267k		3.2k	84.49	View chart
Invesco Exchange Traded Fd Tr Exchange Traded Fund (PHO)	0.0	$263k		4.0k	65.79	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$263k	+2%	7.0k	37.53	View chart
Vanguard Index Fds Exchange Traded Fund (VO)	0.0	$255k	-48%	966.00	264.13	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWV)	0.0	$251k		1.7k	144.61	View chart
Verizon Communications Common Stock (VZ)	0.0	$248k	-5%	6.2k	39.99	View chart
Nordson Corp Common Stock (NDSN)	0.0	$242k		1.2k	209.24	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLK)	0.0	$242k		1.0k	232.52	View chart
General Mls Common Stock (GIS)	0.0	$242k		3.8k	63.77	View chart
Ppg Inds Common Stock (PPG)	0.0	$239k		2.0k	119.45	View chart
Nu Hldgs Common Stock (NU)	0.0	$237k	+29%	23k	10.36	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$232k	NEW	405.00	572.62	View chart
Spdr Gold Tr Exchange Traded Fund (GLD)	0.0	$232k	-4%	957.00	242.13	View chart
Boeing Common Stock (BA)	0.0	$230k	-24%	1.3k	177.00	View chart
At&t Common Stock (T)	0.0	$229k		10k	22.77	View chart
Amgen Common Stock (AMGN)	0.0	$228k		876.00	260.64	View chart
United Parcel Service Common Stock (UPS)	0.0	$228k	-6%	1.8k	126.10	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLF)	0.0	$227k		4.7k	48.33	View chart
Dover Corp Common Stock (DOV)	0.0	$227k		1.2k	187.60	View chart
Emcor Group Common Stock (EME)	0.0	$226k		498.00	453.90	View chart
Taiwan Semiconductor Mfg Common Stock (TSM)	0.0	$224k	NEW	1.1k	197.49	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$221k		2.8k	78.18	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$219k	-19%	344.00	636.03	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$219k		4.9k	44.89	View chart
Conocophillips Common Stock (COP)	0.0	$216k	NEW	2.2k	99.17	View chart
Us Bancorp Del Common Stock (USB)	0.0	$216k	+2%	4.5k	47.83	View chart
Tesla Common Stock (TSLA)	0.0	$213k	NEW	527.00	403.84	View chart
Extra Space Storage Common Stock (EXR)	0.0	$211k		1.4k	149.60	View chart
Brookfield Corp Common Stock (BN)	0.0	$208k	-11%	3.6k	57.45	View chart
Bank America Corp Common Stock (BAC)	0.0	$208k	NEW	4.7k	43.95	View chart
Travelers Companies Common Stock (TRV)	0.0	$206k	NEW	854.00	240.89	View chart
Vanguard World Exchange Traded Fund (MGC)	0.0	$204k	-24%	958.00	212.66	View chart
Ishares Tr Exchange Traded Fund (IJK)	0.0	$204k		2.2k	90.93	View chart
Credit Suisse High Yield Bd Fixed Income ETF (DHY)	0.0	$107k		50k	2.14	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 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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