First Western Trust Bank Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$2.1B

Holdings

189

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (189 positions)

StockValue
SYKSTRYKER CORPORATION
$1.2B
VOOVANGUARD INDEX FDS
$142.1M
IWRISHARES TR
$100.0M
SPYSPDR S&P 500 ETF TR
$68.3M
RSPINVESCO EXCHANGE TRADED FD TR
$54.4M
IWMISHARES TR
$48.1M
VTIVANGUARD INDEX FDS
$37.1M
VEAVANGUARD TAX-MANAGED FDS
$33.0M
AAPLAPPLE INC
$24.9M
MSFTMICROSOFT CORP
$19.5M
WWDWOODWARD INC
$12.4M
COSTCOSTCO WHSL CORP NEW
$11.2M
VVISA INC
$11.0M
JPMJPMORGAN CHASE & CO.
$10.9M
GOOGLALPHABET INC
$10.9M
IJHISHARES TR
$10.5M
ORCLORACLE CORP
$10.3M
TJXTJX COS INC NEW
$9.2M
MCDMCDONALDS CORP
$8.5M
HDHOME DEPOT INC
$7.5M
FISVFISERV INC
$6.9M
EFAISHARES TR
$6.2M
IWFISHARES TR
$6.2M
TXNTEXAS INSTRS INC
$6.2M
SLBSCHLUMBERGER LTD
$5.8M
VTWOVANGUARD SCOTTSDALE FDS
$5.8M
GILDGILEAD SCIENCES INC
$5.8M
ACNACCENTURE PLC IRELAND
$5.6M
ABTABBOTT LABS
$5.6M
ECLECOLAB INC
$5.4M
VENUVENU HLDG CORP
$5.3M
ROPROPER TECHNOLOGIES INC
$5.3M
TMOTHERMO FISHER SCIENTIFIC INC
$5.1M
INTUINTUIT
$5.0M
KDPKEURIG DR PEPPER INC
$4.6M
HONHONEYWELL INTL INC
$4.4M
DHRDANAHER CORPORATION
$4.3M
NVDANVIDIA CORPORATION
$4.2M
SPGIS&P GLOBAL INC
$4.2M
ICEINTERCONTINENTAL EXCHANGE INC
$4.1M
BLKBLACKROCK INC
$3.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.9M
MARMARRIOTT INTL INC NEW
$3.8M
AMTAMERICAN TOWER CORP NEW
$3.6M
DFASDIMENSIONAL ETF TRUST
$3.6M
VWOVANGUARD INTL EQUITY INDEX FDS
$3.5M
IJRISHARES TR
$3.3M
JNJJOHNSON & JOHNSON
$3.1M
IVVISHARES TR
$3.1M
IWBISHARES TR
$3.0M
FTVFORTIVE CORP
$2.8M
NEENEXTERA ENERGY INC
$2.8M
KOCOCA COLA CO
$2.6M
DISDISNEY WALT CO
$2.5M
PEPPEPSICO INC
$2.4M
IVWISHARES TR
$2.4M
LHXL3HARRIS TECHNOLOGIES INC
$2.4M
PGPROCTER AND GAMBLE CO
$2.3M
ADBEADOBE INC
$2.2M
MYFWFIRST WESTN FINL INC
$2.2M
BMYBRISTOL-MYERS SQUIBB CO
$2.1M
IWDISHARES TR
$2.0M
WMTWALMART INC
$2.0M
EMREMERSON ELEC CO
$1.9M
GEGE AEROSPACE
$1.9M
PGRPROGRESSIVE CORP
$1.9M
GOOGALPHABET INC
$1.8M
KNXKNIGHT-SWIFT TRANSN HLDGS INC
$1.7M
APDAIR PRODS & CHEMS INC
$1.7M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.6M
XOMEXXON MOBIL CORP
$1.6M
RTXRTX CORPORATION
$1.5M
ZBHZIMMER BIOMET HOLDINGS INC
$1.4M
PYPLPAYPAL HLDGS INC
$1.3M
LMTLOCKHEED MARTIN CORP
$1.3M
MAMASTERCARD INCORPORATED
$1.2M
LLYELI LILLY & CO
$1.2M
XELXCEL ENERGY INC
$1.1M
AMZNAMAZON COM INC
$1.1M
4I1PHILIP MORRIS INTL INC
$1.1M
ABBVABBVIE INC
$1.0M
EWGISHARES INC
$1.0M
AXPAMERICAN EXPRESS CO
$1.0M
ELLAUDER ESTEE COS INC
$1.0M
VNQVANGUARD INDEX FDS
$965K
IYWISHARES TR
$940K
CITHE CIGNA GROUP
$927K
IBMINTERNATIONAL BUSINESS MACHS
$895K
METAMETA PLATFORMS INC
$845K
ADPAUTOMATIC DATA PROCESSING INC
$836K
EIXEDISON INTL
$834K
SCZISHARES TR
$796K
ETNEATON CORP PLC
$795K
CVXCHEVRON CORP NEW
$789K
T7DTRANSDIGM GROUP INC
$789K
DFIVDIMENSIONAL ETF TRUST
$767K
MMM3M CO
$764K
MRKMERCK & CO INC
$759K
GEVGE VERNOVA INC
$755K
IVEISHARES TR
$697K
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