First Western Trust Bank Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$2.2B

Holdings

194

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (194 positions)

StockValue
SYKSTRYKER CORPORATION
$1.3B
VOOVANGUARD INDEX FDS
$150.3M
IWRISHARES TR
$106.1M
SPYSPDR S&P 500 ETF TR
$77.5M
RSPINVESCO EXCHANGE TRADED FD TR
$59.3M
IWMISHARES TR
$51.5M
VTIVANGUARD INDEX FDS
$41.0M
VEAVANGUARD TAX-MANAGED FDS
$36.0M
MSFTMICROSOFT CORP
$24.9M
AAPLAPPLE INC
$23.7M
WWDWOODWARD INC
$15.7M
IJHISHARES TR
$12.9M
JPMJPMORGAN CHASE & CO.
$12.7M
GOOGLALPHABET INC
$11.7M
COSTCOSTCO WHSL CORP NEW
$11.4M
VVISA INC
$10.9M
NVDANVIDIA CORPORATION
$9.4M
TJXTJX COS INC NEW
$9.1M
ORCLORACLE CORP
$8.7M
VTWOVANGUARD SCOTTSDALE FDS
$7.9M
MCDMCDONALDS CORP
$7.7M
HDHOME DEPOT INC
$7.2M
TXNTEXAS INSTRS INC
$6.9M
IWFISHARES TR
$6.8M
EFAISHARES TR
$6.8M
INTUINTUIT
$6.4M
ABTABBOTT LABS
$5.6M
GILDGILEAD SCIENCES INC
$5.6M
ECLECOLAB INC
$5.5M
FISVFISERV INC
$5.2M
ACNACCENTURE PLC IRELAND
$5.1M
ROPROPER TECHNOLOGIES INC
$4.9M
VENUVENU HLDG CORP
$4.7M
HONHONEYWELL INTL INC
$4.7M
SLBSCHLUMBERGER LTD
$4.5M
KDPKEURIG DR PEPPER INC
$4.4M
BLKBLACKROCK INC
$4.3M
ICEINTERCONTINENTAL EXCHANGE INC
$4.2M
SPGIS&P GLOBAL INC
$4.2M
MARMARRIOTT INTL INC NEW
$4.1M
DHRDANAHER CORPORATION
$4.0M
VWOVANGUARD INTL EQUITY INDEX FDS
$3.9M
TMOTHERMO FISHER SCIENTIFIC INC
$3.8M
DFASDIMENSIONAL ETF TRUST
$3.8M
AMTAMERICAN TOWER CORP NEW
$3.6M
IJRISHARES TR
$3.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.4M
IVVISHARES TR
$3.3M
IWBISHARES TR
$3.2M
DISDISNEY WALT CO
$3.1M
GEGE AEROSPACE
$2.9M
JNJJOHNSON & JOHNSON
$2.9M
IVWISHARES TR
$2.9M
LHXL3HARRIS TECHNOLOGIES INC
$2.8M
KOCOCA COLA CO
$2.7M
NEENEXTERA ENERGY INC
$2.6M
MYFWFIRST WESTN FINL INC
$2.5M
EMREMERSON ELEC CO
$2.3M
WMTWALMART INC
$2.1M
PGPROCTER AND GAMBLE CO
$2.1M
PEPPEPSICO INC
$2.1M
ADBEADOBE INC
$2.1M
GOOGALPHABET INC
$2.0M
IWDISHARES TR
$1.9M
FTVFORTIVE CORP
$1.8M
KNXKNIGHT-SWIFT TRANSN HLDGS INC
$1.8M
PGRPROGRESSIVE CORP
$1.7M
RTXRTX CORPORATION
$1.6M
APDAIR PRODS & CHEMS INC
$1.6M
BMYBRISTOL-MYERS SQUIBB CO
$1.5M
GEVGE VERNOVA INC
$1.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.5M
PYPLPAYPAL HLDGS INC
$1.4M
XOMEXXON MOBIL CORP
$1.4M
LMTLOCKHEED MARTIN CORP
$1.3M
4I1PHILIP MORRIS INTL INC
$1.2M
AMZNAMAZON COM INC
$1.2M
AXPAMERICAN EXPRESS CO
$1.2M
MAMASTERCARD INCORPORATED
$1.2M
ELLAUDER ESTEE COS INC
$1.2M
XELXCEL ENERGY INC
$1.2M
IYWISHARES TR
$1.2M
ZBHZIMMER BIOMET HOLDINGS INC
$1.2M
PFEPFIZER INC
$1.1M
AVGOBROADCOM INC
$1.1M
ETNEATON CORP PLC
$1.0M
METAMETA PLATFORMS INC
$1.0M
IBMINTERNATIONAL BUSINESS MACHS
$991K
VNQVANGUARD INDEX FDS
$950K
LLYELI LILLY & CO
$937K
CITHE CIGNA GROUP
$931K
BF/BBROWN FORMAN CORP
$920K
SCZISHARES TR
$911K
ABBVABBVIE INC
$904K
T7DTRANSDIGM GROUP INC
$851K
ADPAUTOMATIC DATA PROCESSING INC
$844K
DFIVDIMENSIONAL ETF TRUST
$835K
IWPISHARES TR
$807K
MMM3M CO
$791K
EIXEDISON INTL
$751K
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