Bank Of The West as of Dec. 31, 2022
Portfolio Holdings for Bank Of The West
Bank Of The West holds 219 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 6.0 | $51M | 392k | 129.93 | |
Microsoft Corporation (MSFT) | 4.6 | $39M | 163k | 239.82 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $24M | 268k | 88.23 | |
Ishares Tr Msci Eafe Etf (EFA) | 2.7 | $23M | 352k | 65.64 | |
Spdr Sp 500 Etf Tr Tr Unit (SPY) | 2.6 | $22M | 57k | 382.43 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 2.4 | $20M | 532k | 37.90 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $18M | 135k | 134.10 | |
Amazon (AMZN) | 1.9 | $17M | 196k | 84.00 | |
Chevron Corporation (CVX) | 1.9 | $16M | 90k | 179.49 | |
Broadcom (AVGO) | 1.9 | $16M | 29k | 559.13 | |
UnitedHealth (UNH) | 1.8 | $16M | 30k | 530.18 | |
Visa Com Cl A (V) | 1.8 | $15M | 72k | 207.76 | |
Goldman Sachs (GS) | 1.6 | $14M | 40k | 343.38 | |
Ishares Tr Core Sp Scp Etf (IJR) | 1.6 | $13M | 141k | 94.64 | |
Merck & Co (MRK) | 1.5 | $12M | 112k | 110.95 | |
Ishares Tr Select Divid Etf (DVY) | 1.4 | $12M | 102k | 120.60 | |
Morgan Stanley Com New (MS) | 1.4 | $12M | 136k | 85.02 | |
Spdr Gold Tr Gold Shs (GLD) | 1.4 | $12M | 68k | 169.64 | |
Ishares Tr Mbs Etf (MBB) | 1.3 | $11M | 117k | 92.75 | |
Coca-Cola Company (KO) | 1.3 | $11M | 169k | 63.61 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 1.1 | $9.6M | 171k | 56.11 | |
Bank of America Corporation (BAC) | 1.1 | $9.2M | 279k | 33.12 | |
Abbvie (ABBV) | 1.0 | $8.9M | 55k | 161.61 | |
United Rentals (URI) | 1.0 | $8.8M | 25k | 355.42 | |
Qualcomm (QCOM) | 1.0 | $8.8M | 80k | 109.94 | |
Ishares Tr Core Sp Mcp Etf (IJH) | 1.0 | $8.5M | 35k | 241.89 | |
Schlumberger Com Stk (SLB) | 1.0 | $8.5M | 158k | 53.46 | |
Home Depot (HD) | 1.0 | $8.2M | 26k | 315.86 | |
Spdr Sp Midcap 400 Etf Tr Utser1 Spdcrp (MDY) | 1.0 | $8.2M | 19k | 442.79 | |
Microchip Technology (MCHP) | 0.9 | $7.4M | 105k | 70.25 | |
NVIDIA Corporation (NVDA) | 0.8 | $7.0M | 48k | 146.14 | |
Union Pacific Corporation (UNP) | 0.8 | $7.0M | 34k | 207.07 | |
Nextera Energy (NEE) | 0.8 | $6.7M | 80k | 83.60 | |
Gilead Sciences (GILD) | 0.8 | $6.5M | 76k | 85.85 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $6.4M | 31k | 210.52 | |
Wal-Mart Stores (WMT) | 0.7 | $6.3M | 45k | 141.79 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $6.3M | 161k | 38.98 | |
Cit Com Cl A (CINT) | 0.7 | $6.2M | 954k | 6.50 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $6.1M | 23k | 266.84 | |
Pfizer (PFE) | 0.7 | $6.1M | 118k | 51.24 | |
Marathon Petroleum Corp (MPC) | 0.7 | $6.0M | 52k | 116.39 | |
Abbott Laboratories (ABT) | 0.7 | $6.0M | 55k | 109.79 | |
American Tower Reit (AMT) | 0.7 | $5.9M | 28k | 211.86 | |
Applied Materials (AMAT) | 0.7 | $5.9M | 60k | 97.38 | |
Meta Platforms Cl A (META) | 0.7 | $5.8M | 48k | 120.34 | |
Ishares Tr Core Sp500 Etf (IVV) | 0.7 | $5.8M | 15k | 384.21 | |
Johnson & Johnson (JNJ) | 0.7 | $5.6M | 32k | 176.65 | |
Thermo Fisher Scientific (TMO) | 0.7 | $5.5M | 10k | 550.69 | |
MetLife (MET) | 0.6 | $5.4M | 75k | 72.37 | |
BlackRock (BLK) | 0.6 | $5.3M | 7.5k | 708.63 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $5.2M | 91k | 56.48 | |
Prologis (PLD) | 0.6 | $4.7M | 42k | 112.73 | |
Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.6 | $4.7M | 164k | 28.46 | |
Procter & Gamble Company (PG) | 0.6 | $4.7M | 31k | 151.56 | |
Walt Disney Company (DIS) | 0.5 | $4.5M | 52k | 86.88 | |
Delta Air Lines Inc Del Com New (DAL) | 0.5 | $4.5M | 136k | 32.86 | |
Caterpillar (CAT) | 0.5 | $4.4M | 19k | 239.56 | |
Honeywell International (HON) | 0.5 | $4.4M | 20k | 214.30 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $4.3M | 135k | 32.21 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $4.3M | 85k | 50.33 | |
Philip Morris International (PM) | 0.5 | $4.2M | 42k | 101.21 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $4.2M | 24k | 174.36 | |
Ishares Tr National Mun Etf (MUB) | 0.5 | $4.2M | 40k | 105.52 | |
Ishares Tr Sp 500 Val Etf (IVE) | 0.5 | $4.1M | 28k | 145.07 | |
Becton, Dickinson and (BDX) | 0.5 | $4.0M | 16k | 254.30 | |
salesforce (CRM) | 0.5 | $3.9M | 30k | 132.59 | |
International Business Machines (IBM) | 0.4 | $3.8M | 27k | 140.89 | |
Nike CL B (NKE) | 0.4 | $3.7M | 32k | 117.01 | |
Bristol Myers Squibb (BMY) | 0.4 | $3.7M | 51k | 71.95 | |
Vulcan Materials Company (VMC) | 0.4 | $3.6M | 21k | 175.11 | |
United Parcel Service CL B (UPS) | 0.4 | $3.5M | 20k | 173.84 | |
McDonald's Corporation (MCD) | 0.4 | $3.5M | 13k | 263.53 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $3.4M | 7.3k | 469.07 | |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.4 | $3.4M | 115k | 29.62 | |
First Republic Bank/san F (FRCB) | 0.4 | $3.4M | 28k | 121.89 | |
1ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $3.4M | 32k | 105.43 | |
Dollar General (DG) | 0.4 | $3.2M | 13k | 246.25 | |
EOG Resources (EOG) | 0.4 | $3.2M | 25k | 129.52 | |
Linde SHS | 0.4 | $3.1M | 9.6k | 326.18 | |
Lam Research Corporation (LRCX) | 0.4 | $3.1M | 7.3k | 420.30 | |
Starbucks Corporation (SBUX) | 0.4 | $3.0M | 31k | 99.20 | |
At&t (T) | 0.4 | $3.0M | 163k | 18.41 | |
Monster Beverage Corp (MNST) | 0.4 | $3.0M | 29k | 101.53 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $3.0M | 24k | 124.44 | |
Sempra Energy (SRE) | 0.3 | $2.9M | 19k | 154.54 | |
Freeport-mcmoran CL B (FCX) | 0.3 | $2.9M | 76k | 38.00 | |
Target Corporation (TGT) | 0.3 | $2.9M | 19k | 149.04 | |
Quanta Services (PWR) | 0.3 | $2.7M | 19k | 142.50 | |
Iqvia Holdings (IQV) | 0.3 | $2.7M | 13k | 204.89 | |
Zoetis Cl A (ZTS) | 0.3 | $2.7M | 18k | 146.55 | |
SYSCO Corporation (SYY) | 0.3 | $2.6M | 35k | 76.45 | |
Booking Holdings (BKNG) | 0.3 | $2.6M | 1.3k | 2015.28 | |
Netflix (NFLX) | 0.3 | $2.6M | 8.9k | 294.88 | |
Citigroup Com New (C) | 0.3 | $2.5M | 55k | 45.23 | |
Duke Energy Corp Com New (DUK) | 0.3 | $2.4M | 23k | 102.99 | |
Costco Wholesale Corporation (COST) | 0.3 | $2.4M | 5.2k | 456.50 | |
Chipotle Mexican Grill (CMG) | 0.3 | $2.4M | 1.7k | 1387.49 | |
Ishares Tr Global Energ Etf (IXC) | 0.3 | $2.3M | 60k | 38.99 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $2.3M | 66k | 34.97 | |
Pepsi (PEP) | 0.3 | $2.3M | 13k | 180.66 | |
Renovorx Com New (RNXT) | 0.3 | $2.3M | 975k | 2.35 | |
CVS Caremark Corporation (CVS) | 0.3 | $2.3M | 24k | 93.19 | |
Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.3 | $2.2M | 67k | 33.41 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $2.2M | 26k | 83.03 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $2.1M | 25k | 84.19 | |
Verizon Communications (VZ) | 0.2 | $2.1M | 53k | 39.40 | |
AFLAC Incorporated (AFL) | 0.2 | $2.0M | 29k | 71.94 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $2.0M | 5.8k | 347.73 | |
Advanced Micro Devices (AMD) | 0.2 | $2.0M | 31k | 64.77 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $1.9M | 17k | 114.89 | |
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $1.8M | 28k | 64.34 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.8M | 36k | 49.51 | |
Ishares Tr Sp 500 Grwt Etf (IVW) | 0.2 | $1.8M | 31k | 58.50 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | 5.8k | 308.90 | |
Dow (DOW) | 0.2 | $1.8M | 35k | 50.39 | |
American Water Works (AWK) | 0.2 | $1.8M | 12k | 152.42 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.7M | 13k | 129.16 | |
Republic Services (RSG) | 0.2 | $1.6M | 12k | 128.99 | |
Anthem (ELV) | 0.2 | $1.5M | 3.0k | 512.97 | |
Boeing Company (BA) | 0.2 | $1.4M | 7.6k | 190.49 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 14k | 100.92 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $1.4M | 11k | 132.86 | |
Teradyne (TER) | 0.2 | $1.4M | 16k | 87.35 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $1.4M | 33k | 41.34 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $1.4M | 5.2k | 265.35 | |
Qorvo (QRVO) | 0.2 | $1.3M | 15k | 90.64 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.3M | 14k | 96.99 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | 11k | 110.30 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | 6.2k | 191.19 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.2M | 24k | 47.99 | |
BorgWarner (BWA) | 0.1 | $1.1M | 28k | 40.25 | |
Cisco Systems (CSCO) | 0.1 | $1.1M | 23k | 47.64 | |
Paychex (PAYX) | 0.1 | $1.1M | 9.5k | 115.56 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.1M | 32k | 34.20 | |
Caesars Entertainment (CZR) | 0.1 | $1.1M | 26k | 41.60 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | 6.9k | 151.85 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.0M | 33k | 30.53 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.0M | 14k | 73.63 | |
Danaher Corporation (DHR) | 0.1 | $977k | 3.7k | 265.42 | |
Douglas Emmett (DEI) | 0.1 | $941k | 60k | 15.68 | |
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $934k | 21k | 45.61 | |
General Dynamics Corporation (GD) | 0.1 | $917k | 3.7k | 248.11 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $914k | 10k | 88.73 | |
Automatic Data Processing (ADP) | 0.1 | $902k | 3.8k | 238.86 | |
Royal Caribbean Cruises (RCL) | 0.1 | $895k | 18k | 49.43 | |
General Mills (GIS) | 0.1 | $879k | 11k | 83.85 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $864k | 2.6k | 336.53 | |
United Sts Oil Units (USO) | 0.1 | $858k | 12k | 70.11 | |
Prudential Financial (PRU) | 0.1 | $842k | 8.5k | 99.46 | |
Sherwin-Williams Company (SHW) | 0.1 | $802k | 3.4k | 237.33 | |
Lockheed Martin Corporation (LMT) | 0.1 | $799k | 1.6k | 486.49 | |
Ishares Tr North Amern Nat (IGE) | 0.1 | $790k | 19k | 40.66 | |
Vanguard Index Fds Sp 500 Etf Shs (VOO) | 0.1 | $742k | 2.1k | 351.34 | |
Altria (MO) | 0.1 | $719k | 16k | 45.71 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $710k | 7.2k | 98.21 | |
Corteva (CTVA) | 0.1 | $675k | 12k | 58.78 | |
Airbnb Com Cl A (ABNB) | 0.1 | $631k | 7.4k | 85.50 | |
AmerisourceBergen (COR) | 0.1 | $630k | 3.8k | 165.71 | |
Laboratory Corp Amer Hldgs Com New | 0.1 | $606k | 2.6k | 235.48 | |
Intel Corporation (INTC) | 0.1 | $600k | 23k | 26.43 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $592k | 6.6k | 89.23 | |
Kinder Morgan (KMI) | 0.1 | $574k | 32k | 18.08 | |
Eli Lilly & Co. (LLY) | 0.1 | $573k | 1.6k | 365.84 | |
3M Company (MMM) | 0.1 | $571k | 4.8k | 119.92 | |
Iron Mountain (IRM) | 0.1 | $567k | 11k | 49.85 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $565k | 8.5k | 66.65 | |
Norfolk Southern (NSC) | 0.1 | $555k | 2.3k | 246.42 | |
Air Products & Chemicals (APD) | 0.1 | $548k | 1.8k | 308.26 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $506k | 11k | 46.98 | |
Arista Networks (ANET) | 0.1 | $497k | 4.1k | 121.35 | |
Oracle Corporation (ORCL) | 0.1 | $492k | 6.0k | 81.74 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $491k | 2.0k | 248.11 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $480k | 3.5k | 135.85 | |
Charles Schwab Corporation (SCHW) | 0.1 | $479k | 5.8k | 83.26 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $451k | 6.7k | 67.45 | |
Lowe's Companies (LOW) | 0.1 | $437k | 2.2k | 199.24 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $432k | 2.9k | 149.65 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $397k | 2.9k | 135.75 | |
Emerson Electric (EMR) | 0.0 | $393k | 4.1k | 96.06 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $385k | 7.6k | 50.55 | |
Wells Fargo & Company (WFC) | 0.0 | $383k | 9.3k | 41.29 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $382k | 4.4k | 87.47 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $370k | 10k | 36.93 | |
Phillips Edison And Common Stock (PECO) | 0.0 | $364k | 11k | 31.84 | |
Direxion Shs Etf Tr Drx Sp500bull (SPXL) | 0.0 | $359k | 5.8k | 62.11 | |
Nrg Energy Com New (NRG) | 0.0 | $358k | 11k | 31.82 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $355k | 1.2k | 288.78 | |
General Electric Com New (GE) | 0.0 | $353k | 4.2k | 83.79 | |
Moody's Corporation (MCO) | 0.0 | $351k | 1.3k | 278.62 | |
Devon Energy Corporation (DVN) | 0.0 | $351k | 5.7k | 61.51 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $350k | 5.5k | 64.00 | |
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) | 0.0 | $349k | 11k | 31.76 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $338k | 4.2k | 81.17 | |
FedEx Corporation (FDX) | 0.0 | $331k | 1.9k | 173.20 | |
RPM International (RPM) | 0.0 | $322k | 3.3k | 97.45 | |
Carrier Global Corporation (CARR) | 0.0 | $314k | 7.6k | 41.25 | |
Palo Alto Networks (PANW) | 0.0 | $296k | 2.1k | 139.54 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $289k | 1.4k | 213.11 | |
Genuine Parts Company (GPC) | 0.0 | $286k | 1.7k | 173.51 | |
Otis Worldwide Corp (OTIS) | 0.0 | $286k | 3.7k | 78.31 | |
Hp (HPQ) | 0.0 | $285k | 11k | 26.87 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $281k | 6.2k | 45.15 | |
Marsh & McLennan Companies (MMC) | 0.0 | $262k | 1.6k | 165.48 | |
Lightning Emotors | 0.0 | $260k | 710k | 0.37 | |
Tesla Motors (TSLA) | 0.0 | $259k | 2.1k | 123.18 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $258k | 4.7k | 54.84 | |
Capital One Financial (COF) | 0.0 | $240k | 2.6k | 92.96 | |
Keysight Technologies (KEYS) | 0.0 | $235k | 1.4k | 171.07 | |
Valero Energy Corporation (VLO) | 0.0 | $231k | 1.8k | 126.86 | |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $229k | 10k | 22.94 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $229k | 3.3k | 70.50 | |
Cigna Corp (CI) | 0.0 | $228k | 688.00 | 331.34 | |
MDU Resources (MDU) | 0.0 | $226k | 7.5k | 30.34 | |
Snap-on Incorporated (SNA) | 0.0 | $226k | 987.00 | 228.49 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $214k | 7.4k | 29.03 | |
Oneok (OKE) | 0.0 | $211k | 3.2k | 65.70 | |
Paypal Holdings (PYPL) | 0.0 | $210k | 3.0k | 71.22 | |
Tyson Foods Cl A (TSN) | 0.0 | $203k | 3.3k | 62.25 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $182k | 11k | 15.96 |