First Western Trust Bank Q1 2024 Filing

Filed May 16, 2024

Portfolio Value

$2.2B

Holdings

209

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
101
CVXCHEVRON CORP NEW
5,078$801.0B36474.53%
102
ADPAUTOMATIC DATA PROCESSING INC
3,048$761.2B34662.43%
103
INTCINTEL CORP
17,186$759.1B34566.71%
104
T7DTRANSDIGM GROUP INC
611$752.5B34266.26%
105
QCOMQUALCOMM INC
4,369$739.7B33681.76%
106
IWOISHARES TR
2,722$737.2B33569.92%
107
IVEISHARES TR
3,934$734.9B33464.96%
108
METAMETA PLATFORMS INC
1,470$713.8B32503.79%
109
PFEPFIZER INC
25,333$703.0B32011.45%
110
IWSISHARES TR
5,453$683.4B31118.26%
111
CLCOLGATE PALMOLIVE CO
7,519$677.1B30831.84%
112
CATCATERPILLAR INC
1,827$669.5B30484.95%
113
UNHUNITEDHEALTH GROUP INC
1,328$657.0B29915.47%
114
IWPISHARES TR
5,679$648.2B29516.53%
115
BRK-BBERKSHIRE HATHAWAY INC DEL
1$634.4B28889.91%
116
4I1PHILIP MORRIS INTL INC
6,913$633.4B28841.14%
117
UPSUNITED PARCEL SERVICE INC
3,884$577.3B26287.02%
118
MMM3M CO
5,373$569.9B25951.65%
119
ELVELEVANCE HEALTH INC
1,067$553.3B25194.29%
120
YUMYUM BRANDS INC
3,896$540.2B24597.68%
121
UNPUNION PAC CORP
2,071$509.3B23192.48%
122
SCHGSCHWAB STRATEGIC TR
5,481$508.2B23141.34%
123
MCKMCKESSON CORP
913$490.1B22319.23%
124
TOWNTOWNEBANK PORTSMOUTH VA
17,378$487.6B22204.62%
125
BIPBROOKFIELD INFRAST PARTNERS LP
15,550$485.3B22099.34%
126
TTEKTETRA TECH INC NEW
2,581$476.7B21708.73%
127
VIGVANGUARD SPECIALIZED FUNDS
2,569$469.1B21362.11%
128
DFUVDIMENSIONAL ETF TRUST
11,373$465.2B21181.38%
129
VVVANGUARD INDEX FDS
1,931$463.0B21082.16%
130
ITWILLINOIS TOOL WKS INC
1,706$457.8B20845.09%
131
DFUSDIMENSIONAL ETF TRUST
7,994$455.5B20741.59%
132
REGNREGENERON PHARMACEUTICALS
463$445.6B20292.38%
133
CARRCARRIER GLOBAL CORPORATION
7,642$444.2B20228.45%
134
CVSCVS HEALTH CORP
5,483$437.3B19914.02%
135
JSTCTIDAL ETF TR
24,224$429.5B19557.38%
136
AVGOBROADCOM INC
322$426.8B19433.98%
137
AZNASTRAZENECA PLC
6,231$422.1B19223.05%
138
ADIANALOG DEVICES INC
2,097$414.8B18886.82%
139
SBUXSTARBUCKS CORP
4,497$411.0B18714.46%
140
WMWASTE MGMT INC DEL
1,916$408.4B18596.71%
141
MDLZMONDELEZ INTL INC
5,555$388.9B17706.70%
142
OTISOTIS WORLDWIDE CORP
3,900$387.2B17629.43%
143
AZOAUTOZONE INC
117$368.7B16791.11%
144
IWCISHARES TR
3,033$367.6B16737.65%
145
PPGPPG INDS INC
2,528$366.3B16680.18%
146
VOVANGUARD INDEX FDS
1,465$366.0B16668.25%
147
IJTISHARES TR
2,764$361.3B16453.91%
148
DYHTARGET CORP
2,033$360.3B16405.19%
149
MOALTRIA GROUP INC
8,168$356.3B16223.96%
150
DUKDUKE ENERGY CORP NEW
3,651$353.1B16078.24%
151
EWEDWARDS LIFESCIENCES CORP
3,650$348.8B15882.71%
152
VONGVANGUARD SCOTTSDALE FDS
3,886$336.8B15336.55%
153
TXTTEXTRON INC
3,477$333.5B15188.51%
154
GISGENERAL MLS INC
4,739$331.6B15099.22%
155
CSCOCISCO SYS INC
6,643$331.6B15097.58%
156
NDSNNORDSON CORP
1,178$323.4B14726.73%
157
AFLAFLAC INC
3,757$322.6B14688.85%
158
NDQINVESCO QQQ TR
715$317.5B14456.25%
159
OKEONEOK INC NEW
3,798$304.5B13865.10%
160
WMBWILLIAMS COS INC
7,791$303.6B13825.44%
161
BNBROOKFIELD CORP
7,108$297.6B13552.08%
162
QLYSQUALYS INC
1,747$291.5B13274.77%
163
CMCSACOMCAST CORP NEW
6,625$287.2B13077.69%
164
SCHVSCHWAB STRATEGIC TR
3,768$286.3B13036.66%
165
DEDEERE & CO
697$286.3B13036.34%
166
GEHCGE HEALTHCARE TECHNOLOGIES INC
3,068$278.9B12700.56%
167
SWKSTANLEY BLACK & DECKER INC
2,817$275.9B12561.99%
168
AMGNAMGEN INC
944$268.4B12221.79%
169
PHOINVESCO EXCHANGE TRADED FD TR
4,000$266.3B12125.35%
170
DFSEURDISCOVER FINL SVCS
2,023$265.2B12075.94%
171
PSXPHILLIPS 66
1,615$263.8B12012.14%
172
AQLTISHARES TR
2,116$260.6B11868.93%
173
COPCONOCOPHILLIPS
2,039$259.5B11817.70%
174
HUMHUMANA INC
746$258.7B11778.04%
175
BACVERIZON COMMUNICATIONS INC
6,154$258.2B11758.42%
176
IJSISHARES TR
2,489$255.8B11646.76%
177
WFCWELLS FARGO CO NEW
4,353$252.3B11488.75%
178
LOWLOWES COS INC
987$251.4B11448.63%
179
LYBLYONDELLBASELL INDUSTRIES N V
2,401$245.6B11182.48%
180
VTWVVANGUARD SCOTTSDALE FDS
1,738$243.0B11065.59%
181
DC4DEXCOM INC
1,742$241.6B11002.24%
182
HYGISHARES TR
3,092$240.3B10944.19%
183
UPROPROSHARES TR
3,396$239.6B10909.90%
184
MGCVANGUARD WORLD FD
1,271$237.5B10815.36%
185
PHPARKER-HANNIFIN CORP
425$236.2B10756.12%
186
XLFSELECT SECTOR SPDR TR
5,471$230.4B10493.29%
187
WSMWILLIAMS SONOMA INC
722$229.3B10439.46%
188
GQ9SPDR GOLD TR
1,109$228.1B10388.74%
189
VBVANGUARD INDEX FDS
969$221.5B10086.42%
190
SMCIUSDSUPER MICRO COMPUTER INC
218$220.2B10026.45%
191
LINLINDE PLC
474$220.1B10021.94%
192
MPCMARATHON PETE CORP
1,092$220.0B10019.67%
193
AMATAPPLIED MATLS INC
1,057$218.0B9926.18%
194
NTRNUTRIEN LTD
4,000$217.2B9892.26%
195
XLKSELECT SECTOR SPDR TR
1,042$217.0B9882.10%
196
TAT&T INC
12,169$214.2B9752.64%
197
DOVDOVER CORP
1,208$214.0B9746.81%
198
TRVTRAVELERS COMPANIES INC
927$213.3B9714.67%
199
PEGPUBLIC SVC ENTERPRISE GRP INC
3,162$211.2B9615.31%
200
NUNU HLDGS LTD
17,589$209.8B9555.15%
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