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)

StockValue
MAMASTERCARD INC CL A
$841.3M
UNHUNITEDHEALTH GROUP INC COM
$813.3M
EWGISHARES INC MSCI GERMANY ETF
$789.3M
TAT&T INC COM
$748.8M
DFUVDIMENSIONAL ETF TR US MARKETWIDE
$734.7M
UNPUNION PAC CORP COM
$721.9M
CICIGNA CORP NEW COM
$716.8M
ADPAUTOMATIC DATA PROCESSING INC COM
$709.1M
AXPAMERICAN EXPRESS CO COM
$708.3M
LLYLILLY ELI & CO COM
$700.9M
INTCINTEL CORP COM
$693.9M
4I1PHILIP MORRIS INTL INC COM
$689.3M
IBMINTERNATIONAL BUSINESS MACHS CORP
$683.9M
MMM3M CO COM
$644.9M
IYWISHARES U.S. TECHNOLOGY ETF
$621.8M
HALOHALOZYME THERAPEUTICS INC COM
$590.5M
MOALTRIA GROUP INC COM
$561.2M
CLCOLGATE PALMOLIVE CO COM
$559.7M
ELVELEVANCE HEALTH INC
$551.8M
ETNEATON CORP PLC SHS
$546.4M
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$543.9M
QCOMQUALCOMM INC COM
$528.6M
YUMYUM! BRANDS INC COM
$522.5M
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$510.8M
SBUXSTARBUCKS CORP COM
$481.1M
VONVVANGUARD SCOTTSDALE FDS VANGUARD
$478.2M
TOWNTOWNEBANK PORTSMOUTH VA COM
$463.1M
MCHPMICROCHIP TECHNOLOGY INC COM
$444.9M
VOVANGUARD INDEX FDS VANGUARD MID-CAP
$436.0M
XBILRBB FD INC
$431.3M
TTTRANE TECHNOLOGIES PLC SHS
$430.7M
CATCATERPILLAR INC COM
$429.8M
PSXPHILLIPS 66 COM
$429.5M
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$423.9M
ADIANALOG DEVICES INC COM
$422.8M
AMGNAMGEN INC COM
$412.4M
MDLZMONDELEZ INTL INC CL A
$407.3M
VIGVANGUARD SPECIALIZED PORTFOLIOS
$397.3M
UPSUNITED PARCEL SERVICES CL B
$394.4M
REGNREGENERON PHARMACEUTICALS COM
$391.9M
BACVERIZON COMMUNICATIONS INC COM
$390.6M
CARRCARRIER GLOBAL CORPORATION COM
$386.3M
CSCOCISCO SYS INC COM
$377.3M
BACBANK OF AMERICA CORP COM
$371.7M
VVVANGUARD INDEX FDS VANGUARD LARGE
$360.7M
OTISOTIS WORLDWIDE CORP COM
$359.6M
IWCISHARES MICRO-CAP ETF
$357.8M
DFUSDIMENSIONAL ETF TRUST US EQUITY ETF
$355.2M
ICFISHARES COHEN & STEERS REIT ETF
$347.3M
GSGOLDMAN SACHS GROUP INC COM
$341.8M
DGPDB GOLD DOUBLE LONG ETN DUE FEBRUARY
$334.8M
GISGENERAL MILLS INC COM
$323.3M
VTVANGUARD INTL EQUITY INDEX FDS TT
$313.1M
ITMVANECK INTERMEDIATE MUNI ETF
$312.2M
CMCSACOMCAST CORP CL A
$311.8M
DUKDUKE ENERGY CORP NEW COM
$302.0M
PPGPPG INDS INC COM
$301.6M
TXTTEXTRON INC COM
$297.4M
VBVANGUARD INDEX FDS VANGUARD
$295.1M
DYHTARGET CORP COM
$292.8M
LOWLOWES COMPANIES COM
$286.8M
GEHCGE HEALTHCARE TECHNOLOGIES INC
$282.9M
AZOAUTOZONE INC COM
$280.2M
COPCONOCOPHILLIPS COM
$276.8M
MPCMARATHON PETE CORP COM
$276.1M
DEDEERE & CO COM
$274.6M
BABOEING CO COM
$272.8M
IEMGISHARES INC CORE MSCI EMKT
$267.8M
RSPINVESCO EXCHANGE-TRADED FD TR
$266.8M
CVSCVS HEALTH CORPORATION
$260.2M
GQ9SPDR GOLD TR GOLD SHS
$257.2M
AFLAFLAC INC COM
$251.9M
UPROPROSHARES TR
$240.1M
AVGOBROADCOM INC COM
$239.3M
S&W SEED CO COM
$238.9M
TSLATESLA, INC
$237.3M
XLFSELECT SECTOR SPDR TR FINANCIAL
$231.6M
EXREXTRA SPACE STORAGE INC
$227.6M
YUMCYUM CHINA HLDGS INC COM
$220.9M
VTWVVANGUARD SCOTTSDALE FDS VANGUARD
$218.8M
PHOINVESCO EXCHANGE-TRADED FD TR
$213.4M
DC4DEXCOM INC COM
$209.6M
EEMISHARES MSCI EMERGING MARKETS ETF
$208.4M
PreviousPage 2 of 2