First Western Trust Bank
CIK: 0001513189SEC EDGAR →
Portfolio Value
$2.0M
Holdings
197
As of
Q4 2025
New Positions
6
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STRYKER CORPORATION | 3,253,222 | $1.1M | 56.22% |
| 2 | Vanguard S&P 500 | 236,042 | $148K | 7.28% |
| 3 | iShares Russell Mid Cap | 1,069,278 | $103K | 5.06% |
| 4 | Invesco S&P 500 Equal Weight | 333,061 | $64K | 3.14% |
| 5 | iShares Russell 2000 | 236,967 | $58K | 2.87% |
| 6 | Vanguard FTSE Developed Markets | 674,831 | $42K | 2.07% |
| 7 | APPLE INC | 117,099 | $32K | 1.57% |
| 8 | SPDR S&P 500 | 45,627 | $31K | 1.53% |
| 9 | MICROSOFT CORP | 51,440 | $25K | 1.22% |
| 10 | ISHARES TR | 399,185 | $22K | 1.07% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 22 | $1.2M | 58.0% |
| Financial Services | 72 | $586K | 28.8% |
| Technology | 20 | $99K | 4.9% |
| Industrials | 24 | $48K | 2.3% |
| Consumer Cyclical | 14 | $37K | 1.8% |
| Communication Services | 6 | $29K | 1.4% |
| Consumer Defensive | 10 | $24K | 1.2% |
| Unknown | 10 | $9K | 0.4% |
| Basic Materials | 7 | $8K | 0.4% |
| Energy | 5 | $7K | 0.3% |
| Utilities | 6 | $7K | 0.3% |
| Real Estate | 1 | $3K | 0.1% |