Bank Of The West as of June 30, 2022
Portfolio Holdings for Bank Of The West
Bank Of The West holds 213 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 7.3 | $57M | 420k | 136.72 | |
Microsoft Corporation (MSFT) | 5.6 | $44M | 172k | 256.83 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $33M | 15k | 2179.29 | |
Amazon (AMZN) | 3.0 | $24M | 226k | 106.21 | |
Spdr Sp 500 Etf Tr Tr Unit (SPY) | 2.6 | $20M | 54k | 377.25 | |
UnitedHealth (UNH) | 2.0 | $16M | 31k | 513.62 | |
Visa Com Cl A (V) | 1.9 | $15M | 77k | 196.88 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $15M | 132k | 112.61 | |
Broadcom (AVGO) | 1.8 | $15M | 30k | 485.82 | |
Spdr Gold Tr Gold Shs (GLD) | 1.7 | $13M | 80k | 168.46 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.7 | $13M | 329k | 40.10 | |
Chevron Corporation (CVX) | 1.6 | $12M | 85k | 144.78 | |
Goldman Sachs (GS) | 1.5 | $12M | 41k | 297.01 | |
Ishares Tr Select Divid Etf (DVY) | 1.5 | $12M | 100k | 117.67 | |
Qualcomm (QCOM) | 1.4 | $11M | 86k | 127.74 | |
Merck & Co (MRK) | 1.4 | $11M | 119k | 91.17 | |
Morgan Stanley Com New (MS) | 1.4 | $11M | 141k | 76.06 | |
Coca-Cola Company (KO) | 1.3 | $11M | 167k | 62.91 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.3 | $11M | 168k | 62.49 | |
Meta Platforms Cl A (META) | 1.3 | $10M | 62k | 161.25 | |
Bank of America Corporation (BAC) | 1.2 | $9.6M | 307k | 31.13 | |
Ishares Tr Core Sp Scp Etf (IJR) | 1.1 | $8.9M | 96k | 92.41 | |
Abbvie (ABBV) | 1.1 | $8.5M | 55k | 153.17 | |
NVIDIA Corporation (NVDA) | 1.0 | $8.3M | 55k | 151.59 | |
Ishares Tr Core Sp Mcp Etf (IJH) | 1.0 | $8.2M | 36k | 226.22 | |
American Tower Reit (AMT) | 0.9 | $7.4M | 29k | 255.58 | |
Union Pacific Corporation (UNP) | 0.9 | $7.2M | 34k | 213.28 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $6.8M | 25k | 277.65 | |
Microchip Technology (MCHP) | 0.9 | $6.7M | 116k | 58.08 | |
Home Depot (HD) | 0.9 | $6.7M | 25k | 274.26 | |
Nextera Energy (NEE) | 0.8 | $6.5M | 84k | 77.46 | |
Applied Materials (AMAT) | 0.8 | $6.4M | 71k | 90.98 | |
United Rentals (URI) | 0.8 | $6.2M | 26k | 242.89 | |
Thermo Fisher Scientific (TMO) | 0.8 | $6.2M | 12k | 543.26 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $6.2M | 30k | 207.75 | |
Abbott Laboratories (ABT) | 0.8 | $6.1M | 56k | 108.65 | |
Schlumberger Com Stk (SLB) | 0.8 | $6.0M | 169k | 35.76 | |
Pfizer (PFE) | 0.8 | $6.0M | 114k | 52.43 | |
BlackRock (BLK) | 0.7 | $5.9M | 9.7k | 609.06 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $5.7M | 138k | 41.65 | |
Wal-Mart Stores (WMT) | 0.7 | $5.4M | 45k | 121.58 | |
Walt Disney Company (DIS) | 0.7 | $5.3M | 56k | 94.41 | |
salesforce (CRM) | 0.6 | $5.1M | 31k | 165.03 | |
Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.6 | $5.1M | 178k | 28.69 | |
Johnson & Johnson (JNJ) | 0.6 | $5.1M | 29k | 177.52 | |
First Republic Bank/san F (FRCB) | 0.6 | $4.9M | 34k | 144.20 | |
Prologis (PLD) | 0.6 | $4.9M | 41k | 117.65 | |
Nike CL B (NKE) | 0.6 | $4.7M | 46k | 102.19 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $4.6M | 93k | 49.92 | |
Marathon Petroleum Corp (MPC) | 0.6 | $4.6M | 56k | 82.21 | |
MetLife (MET) | 0.6 | $4.6M | 73k | 62.78 | |
Zoetis Cl A (ZTS) | 0.5 | $4.1M | 24k | 171.90 | |
McDonald's Corporation (MCD) | 0.5 | $4.1M | 16k | 246.88 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $4.0M | 24k | 169.36 | |
Lam Research Corporation (LRCX) | 0.5 | $4.0M | 9.3k | 426.12 | |
Delta Air Lines Inc Del Com New (DAL) | 0.5 | $3.9M | 136k | 28.97 | |
Procter & Gamble Company (PG) | 0.5 | $3.9M | 27k | 143.79 | |
Philip Morris International (PM) | 0.5 | $3.9M | 40k | 98.73 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $3.7M | 95k | 39.24 | |
Spdr Sp Midcap 400 Etf Tr Utser1 Spdcrp (MDY) | 0.5 | $3.7M | 9.0k | 413.50 | |
Ishares Tr Core Sp500 Etf (IVV) | 0.5 | $3.6M | 9.4k | 379.16 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 0.4 | $3.5M | 62k | 56.47 | |
Gilead Sciences (GILD) | 0.4 | $3.5M | 56k | 61.81 | |
Dollar General (DG) | 0.4 | $3.5M | 14k | 245.43 | |
United Parcel Service CL B (UPS) | 0.4 | $3.5M | 19k | 182.57 | |
Target Corporation (TGT) | 0.4 | $3.4M | 24k | 141.22 | |
Honeywell International (HON) | 0.4 | $3.4M | 20k | 173.80 | |
Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.4 | $3.4M | 108k | 31.36 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $3.3M | 8.7k | 385.51 | |
Bristol Myers Squibb (BMY) | 0.4 | $3.3M | 43k | 77.00 | |
Ishares Tr Sp 500 Val Etf (IVE) | 0.4 | $3.2M | 24k | 137.47 | |
Monster Beverage Corp (MNST) | 0.4 | $3.2M | 34k | 92.69 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $3.2M | 29k | 110.03 | |
Vulcan Materials Company (VMC) | 0.4 | $3.2M | 22k | 142.09 | |
Ishares Tr Sp 500 Grwt Etf (IVW) | 0.4 | $3.1M | 52k | 60.35 | |
Caterpillar (CAT) | 0.4 | $3.1M | 18k | 178.75 | |
International Business Machines (IBM) | 0.4 | $3.1M | 22k | 141.20 | |
Advanced Micro Devices (AMD) | 0.4 | $3.0M | 40k | 76.47 | |
Iqvia Holdings (IQV) | 0.4 | $3.0M | 14k | 217.03 | |
Ishares Gold Tr Ishares New (IAU) | 0.4 | $2.9M | 86k | 34.31 | |
Linde SHS | 0.4 | $2.9M | 10k | 287.51 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.8M | 90k | 31.45 | |
EOG Resources (EOG) | 0.4 | $2.8M | 25k | 110.44 | |
Booking Holdings (BKNG) | 0.3 | $2.7M | 1.6k | 1749.18 | |
Becton, Dickinson and (BDX) | 0.3 | $2.7M | 11k | 246.52 | |
Chipotle Mexican Grill (CMG) | 0.3 | $2.6M | 2.0k | 1307.31 | |
Quanta Services (PWR) | 0.3 | $2.6M | 21k | 125.33 | |
At&t (T) | 0.3 | $2.5M | 119k | 20.96 | |
Sempra Energy (SRE) | 0.3 | $2.5M | 16k | 150.26 | |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.3 | $2.4M | 84k | 29.11 | |
CVS Caremark Corporation (CVS) | 0.3 | $2.4M | 26k | 92.67 | |
Costco Wholesale Corporation (COST) | 0.3 | $2.4M | 5.0k | 479.23 | |
Starbucks Corporation (SBUX) | 0.3 | $2.3M | 31k | 76.38 | |
Duke Energy Corp Com New (DUK) | 0.3 | $2.3M | 21k | 107.19 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $2.2M | 25k | 87.44 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $2.2M | 7.0k | 315.44 | |
Pepsi (PEP) | 0.3 | $2.2M | 13k | 166.67 | |
Freeport-mcmoran CL B (FCX) | 0.3 | $2.1M | 73k | 29.27 | |
Verizon Communications (VZ) | 0.3 | $2.1M | 42k | 50.76 | |
Citigroup Com New (C) | 0.3 | $2.1M | 46k | 46.00 | |
Lightning Emotors | 0.2 | $2.0M | 710k | 2.77 | |
Renovorx Com New (RNXT) | 0.2 | $1.9M | 975k | 1.98 | |
American Water Works (AWK) | 0.2 | $1.9M | 13k | 148.77 | |
Netflix (NFLX) | 0.2 | $1.8M | 10k | 174.88 | |
1ishares Tr Global Energ Etf (IXC) | 0.2 | $1.7M | 51k | 33.89 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.7M | 34k | 51.06 | |
SYSCO Corporation (SYY) | 0.2 | $1.7M | 20k | 84.71 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.6M | 30k | 54.60 | |
Dow (DOW) | 0.2 | $1.6M | 32k | 51.61 | |
Qorvo (QRVO) | 0.2 | $1.6M | 17k | 94.32 | |
Teradyne (TER) | 0.2 | $1.6M | 18k | 89.54 | |
Anthem (ELV) | 0.2 | $1.6M | 3.3k | 482.45 | |
Republic Services (RSG) | 0.2 | $1.4M | 11k | 130.82 | |
Caesars Entertainment (CZR) | 0.2 | $1.4M | 37k | 38.30 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.4M | 42k | 32.89 | |
Ishares Tr Mbs Etf (MBB) | 0.2 | $1.4M | 14k | 97.52 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.3M | 4.9k | 273.02 | |
Douglas Emmett (DEI) | 0.2 | $1.3M | 60k | 22.38 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 14k | 96.14 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.3M | 594.00 | 2188.05 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.1M | 9.2k | 119.33 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 3.0k | 366.00 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $1.0M | 11k | 91.97 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.0M | 7.9k | 131.14 | |
Paychex (PAYX) | 0.1 | $1.0M | 9.1k | 113.92 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $1.0M | 5.1k | 200.74 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $989k | 6.9k | 143.54 | |
1united Sts Oil Units (USO) | 0.1 | $983k | 12k | 80.31 | |
Danaher Corporation (DHR) | 0.1 | $956k | 3.8k | 253.52 | |
Intel Corporation (INTC) | 0.1 | $917k | 25k | 37.42 | |
Cisco Systems (CSCO) | 0.1 | $913k | 21k | 42.66 | |
General Dynamics Corporation (GD) | 0.1 | $895k | 4.0k | 221.33 | |
Ishares Tr North Amern Nat (IGE) | 0.1 | $890k | 25k | 36.00 | |
Laboratory Corp Amer Hldgs Com New | 0.1 | $868k | 3.7k | 234.50 | |
Prudential Financial (PRU) | 0.1 | $828k | 8.6k | 95.74 | |
Lockheed Martin Corporation (LMT) | 0.1 | $823k | 1.9k | 430.01 | |
Automatic Data Processing (ADP) | 0.1 | $810k | 3.8k | 210.47 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $809k | 13k | 62.07 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $805k | 4.3k | 188.66 | |
Vanguard Index Fds Sp 500 Etf Shs (VOO) | 0.1 | $786k | 2.3k | 346.71 | |
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $786k | 12k | 64.56 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $777k | 9.1k | 85.33 | |
Royal Caribbean Cruises (RCL) | 0.1 | $761k | 22k | 34.90 | |
Sherwin-Williams Company (SHW) | 0.1 | $757k | 3.4k | 224.00 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $756k | 6.0k | 127.04 | |
Corteva (CTVA) | 0.1 | $713k | 13k | 54.12 | |
Exxon Mobil Corporation (XOM) | 0.1 | $705k | 8.2k | 85.64 | |
Boeing Company (BA) | 0.1 | $691k | 5.1k | 136.69 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $669k | 2.6k | 254.66 | |
Airbnb Com Cl A (ABNB) | 0.1 | $657k | 7.4k | 89.07 | |
Altria (MO) | 0.1 | $656k | 16k | 41.76 | |
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $630k | 14k | 45.68 | |
3M Company (MMM) | 0.1 | $623k | 4.8k | 129.50 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $586k | 2.1k | 280.50 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $565k | 7.7k | 73.66 | |
Iron Mountain (IRM) | 0.1 | $552k | 11k | 48.68 | |
Norfolk Southern (NSC) | 0.1 | $541k | 2.4k | 227.13 | |
AmerisourceBergen (COR) | 0.1 | $538k | 3.8k | 141.50 | |
Eli Lilly & Co. (LLY) | 0.1 | $530k | 1.6k | 324.36 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $494k | 4.6k | 106.28 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $491k | 3.6k | 137.38 | |
Kinder Morgan (KMI) | 0.1 | $489k | 29k | 16.77 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $466k | 8.7k | 53.87 | |
AFLAC Incorporated (AFL) | 0.1 | $457k | 8.3k | 55.27 | |
Nrg Energy Com New (NRG) | 0.1 | $453k | 12k | 38.12 | |
FedEx Corporation (FDX) | 0.1 | $448k | 2.0k | 226.80 | |
Air Products & Chemicals (APD) | 0.1 | $432k | 1.8k | 240.19 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $417k | 3.1k | 135.05 | |
Oracle Corporation (ORCL) | 0.1 | $413k | 5.9k | 69.81 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $410k | 6.3k | 64.72 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $409k | 1.00 | 409000.00 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $388k | 4.4k | 87.45 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $385k | 3.2k | 118.89 | |
Phillips Edison And Common Stock (PECO) | 0.0 | $382k | 11k | 33.39 | |
Direxion Shs Etf Tr Drx Sp500bull (SPXL) | 0.0 | $379k | 5.8k | 65.57 | |
Charles Schwab Corporation (SCHW) | 0.0 | $379k | 6.0k | 63.27 | |
Arista Networks (ANET) | 0.0 | $375k | 4.0k | 93.75 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $373k | 5.2k | 71.44 | |
Wells Fargo & Company (WFC) | 0.0 | $355k | 9.1k | 39.11 | |
Hp (HPQ) | 0.0 | $348k | 11k | 32.80 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $345k | 1.2k | 281.40 | |
Moody's Corporation (MCO) | 0.0 | $343k | 1.3k | 272.01 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $341k | 5.6k | 60.76 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $337k | 8.3k | 40.82 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $335k | 11k | 31.41 | |
Emerson Electric (EMR) | 0.0 | $326k | 4.1k | 79.54 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $309k | 1.4k | 222.78 | |
Paypal Holdings (PYPL) | 0.0 | $302k | 4.3k | 69.81 | |
Tyson Foods Cl A (TSN) | 0.0 | $295k | 3.4k | 86.18 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $295k | 5.4k | 54.29 | |
Epam Systems (EPAM) | 0.0 | $293k | 994.00 | 294.77 | |
Marsh & McLennan Companies (MMC) | 0.0 | $290k | 1.9k | 155.31 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $288k | 2.8k | 101.69 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $279k | 3.4k | 82.79 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $273k | 5.8k | 47.31 | |
Carrier Global Corporation (CARR) | 0.0 | $270k | 7.6k | 35.56 | |
Capital One Financial (COF) | 0.0 | $269k | 2.6k | 104.10 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $268k | 4.6k | 58.80 | |
General Electric Com New (GE) | 0.0 | $268k | 4.2k | 63.55 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $266k | 3.8k | 70.01 | |
RPM International (RPM) | 0.0 | $264k | 3.3k | 80.00 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $259k | 5.4k | 47.81 | |
Otis Worldwide Corp (OTIS) | 0.0 | $257k | 3.7k | 70.50 | |
Tesla Motors (TSLA) | 0.0 | $253k | 375.00 | 674.67 | |
Palo Alto Networks (PANW) | 0.0 | $247k | 500.00 | 494.00 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $235k | 3.5k | 67.36 | |
Spdr Ser Tr Bloomberg Intl T (BWX) | 0.0 | $233k | 10k | 23.14 | |
Valero Energy Corporation (VLO) | 0.0 | $222k | 2.1k | 106.32 | |
Genuine Parts Company (GPC) | 0.0 | $219k | 1.7k | 132.73 | |
Lowe's Companies (LOW) | 0.0 | $206k | 1.2k | 174.43 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $201k | 2.8k | 71.40 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $138k | 10k | 13.30 | |
Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.0 | $57k | 10k | 5.70 |