First Western Trust Bank Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.9T
Holdings
183
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (183 positions)
| Stock | Value |
|---|---|
SYKSTRYKER CORP COM | $1.1T |
VOOVANGUARD INDEX FDS S&P 500 ETF SHS | $115.5B |
IWRISHARES RUSSELL MID-CAP ETF | $79.8B |
IWMISHARES RUSSELL 2000 ETF | $47.2B |
SPYSPDR S&P 500 ETF TRUST | $41.8B |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $30.1B |
IWBISHARES RUSSELL 1000 ETF | $25.4B |
AAPLAPPLE INC COM | $22.5B |
MSFTMICROSOFT CORP COM | $22.1B |
IJHISHARES CORE S&P MID-CAP ETF | $21.4B |
VTIVANGUARD INDEX FDS TOTAL STK MKT | $17.8B |
SLBSCHLUMBERGER LTD COM | $12.5B |
COSTCOSTCO WHSL CORP NEW COM | $12.0B |
GOOGLALPHABET INC CAP STK CL A | $11.8B |
MCDMCDONALDS CORP COM | $11.7B |
ORCLORACLE CORP COM | $11.2B |
VVISA INC COM CL A | $11.0B |
TXNTEXAS INSTRUMENTS INC COM | $10.7B |
TMOTHERMO FISHER CORP COM | $10.6B |
HDHOME DEPOT INC COM | $9.9B |
DHRDANAHER CORP COM | $9.6B |
NKENIKE INC CL B | $9.5B |
ACNACCENTURE PLC CLASS A ORDINARY | $9.5B |
TJXTJX COS INC NEW COM | $9.4B |
EFAISHARES MSCI EAFE ETF | $9.1B |
ELLAUDER ESTEE COS INC CL A | $8.9B |
JPMJ P MORGAN CHASE & CO COM | $7.7B |
ABTABBOTT LABORATORIES COM | $7.6B |
HONHONEYWELL INTERNATIONAL INC COM | $7.2B |
ROPROPER TECHNOLOGIES, INC. | $6.8B |
VTWOVANGUARD SCOTTSDALE FDS VNG | $6.7B |
GILDGILEAD SCIENCES INC COM | $6.6B |
AMTAMERICAN TOWER CORP NEW | $6.6B |
NEENEXTERA ENERGY INC COM | $6.4B |
INTUINTUIT COM | $6.0B |
ECLECOLAB INC COM | $6.0B |
DGDOLLAR GEN CORP NEW COM | $5.7B |
SCHWSCHWAB CHARLES CORP NEW COM | $5.5B |
FISVFISERV INC COM | $5.4B |
IWFISHARES RUSSELL 1000 GROWTH ETF | $5.3B |
SPGIS&P GLOBAL INC COM | $5.1B |
DISDISNEY WALT CO COM | $4.8B |
FTVFORTIVE CORP COM | $4.7B |
ADBEADOBE INC. | $4.6B |
BLKCHFBLACKROCK INC COM | $4.5B |
LHXL3HARRIS TECHNOLOGIES INC COM | $4.5B |
KDPKEURIG DR PEPPER INC COM | $4.3B |
IWDISHARES RUSSELL 1000 VALUE ETF | $4.1B |
MARMARRIOTT INTERNATIONAL CL A | $3.9B |
JNJJOHNSON & JOHNSON COM | $3.9B |
ICEINTERCONTINENTAL EXCHANGE, INC. COM | $3.8B |
DFASDIMENSIONAL ETF TRUST US SMALL CAP | $3.7B |
SSRMSSR MNG INC COM | $3.6B |
IJRISHARES CORE S&P SMALL-CAP ETF | $3.4B |
APDAIR PRODS & CHEMS INC COM | $3.4B |
PYPLPAYPAL HLDGS INC COM | $3.4B |
PEPPEPSICO INC COM | $3.3B |
PGPROCTER & GAMBLE CO COM | $3.2B |
IVVISHARES CORE S&P 500 ETF | $3.1B |
EZMWISDOMTREE TRUST MDCP EARN FUND | $3.1B |
EESWISDOMTREE TR US SMALLCAP FUND | $3.0B |
BMYBRISTOL MYERS SQUIBB CO COM | $2.7B |
MYFWFIRST WESTN FINL INC COM | $2.5B |
KOCOCA COLA CO COM | $2.5B |
KNXKNIGHT SWIFT TRANSN HLDGS INC CL A | $2.5B |
XOMEXXON MOBIL CORP COM | $2.1B |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $2.0B |
ZBHZIMMER BIOMET HOLDINGS INC | $1.9B |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $1.8B |
NVDANVIDIA CORP COM | $1.7B |
EMREMERSON ELEC CO COM | $1.7B |
EWYISHARES INC MSCI STH KOR ETF | $1.6B |
GOOGALPHABET INC CAP STK CL C | $1.6B |
IVWISHARES S&P 500 GROWTH ETF | $1.6B |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $1.5B |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $1.5B |
IWNISHARES RUSSELL 2000 VALUE ETF | $1.5B |
MRKMERCK & CO INC NEW COM | $1.4B |
LMTLOCKHEED MARTIN CORP COM | $1.4B |
METAMETA PLATFORM, INC. | $1.3B |
PFEPFIZER INC COM | $1.3B |
CVXCHEVRON CORPORATION | $1.3B |
PGRPROGRESSIVE CORP OH COM | $1.3B |
XELXCEL ENERGY INC COM | $1.2B |
LWLGLIGHTWAVE LOGIC INC COM | $1.2B |
WMTWALMART INC. | $1.2B |
VNQVANGUARD REAL ESTATE ETF | $1.1B |
ABBVABBVIE INC COM | $1.1B |
OLNOLIN CORP COM PAR $ | $1.1B |
AMZNAMAZON.COM INC COM | $1.1B |
DFIVDIMENSIONAL ETF TR | $1.0B |
MDYSPDR S&P MIDCAP 400 ETF TR UNIT SER | $1.0B |
GEGENERAL ELECTRIC CO COM NEW | $1.0B |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $975.1M |
AQLTISHARES SELECT DIVIDEND ETF | $974.4M |
RTXRAYTHEON TECHNOLOGIES CORP COM | $958.2M |
BRK-BBERKSHIRE HATHAWAY INC CL A | $931.2M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $896.0M |
VOTVANGUARD INDEX FDS MID-CAP GROWTH | $895.9M |
IVEISHARES S&P 500 VALUE ETF | $842.6M |
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