First Western Trust Bank Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.9B
Holdings
169
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (169 positions)
| Stock | Value |
|---|---|
SYKSTRYKER CORP COM | $1.0T |
VOOVANGUARD INDEX FDS S&P 500 ETF SHS | $113.4B |
IWRISHARES RUSSELL MID-CAP ETF | $82.1B |
IWMISHARES RUSSELL 2000 ETF | $45.7B |
SPYSPDR S&P 500 ETF TRUST | $41.6B |
AQLTISHARES TR | $37.2B |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $28.4B |
IWBISHARES RUSSELL 1000 ETF | $26.5B |
MSFTMICROSOFT CORP COM | $23.3B |
AAPLAPPLE INC COM | $20.4B |
VTIVANGUARD INDEX FDS TOTAL STK MKT | $18.6B |
IJHISHARES CORE S&P MID-CAP ETF | $14.9B |
GOOGLALPHABET INC CAP STK CL A | $14.7B |
SLBSCHLUMBERGER LTD COM | $13.8B |
COSTCOSTCO WHSL CORP NEW COM | $12.7B |
ORCLORACLE CORP COM | $12.1B |
VVISA INC COM CL A | $10.8B |
MCDMCDONALDS CORP COM | $10.5B |
TJXTJX COS INC NEW COM | $10.0B |
ACNACCENTURE PLC CLASS A ORDINARY | $9.8B |
HDHOME DEPOT INC COM | $9.4B |
TXNTEXAS INSTRUMENTS INC COM | $8.8B |
DHRDANAHER CORP COM | $8.7B |
TMOTHERMO FISHER CORP COM | $8.6B |
JPMJ P MORGAN CHASE & CO COM | $8.2B |
ROPROPER TECHNOLOGIES, INC. | $7.3B |
EFAISHARES MSCI EAFE ETF | $7.0B |
NKENIKE INC CL B | $7.0B |
ABTABBOTT LABORATORIES COM | $6.9B |
INTUINTUIT COM | $6.8B |
HONHONEYWELL INTERNATIONAL INC COM | $6.4B |
ECLECOLAB INC COM | $5.7B |
GILDGILEAD SCIENCES INC COM | $5.7B |
ADBEADOBE INC. | $5.5B |
IWFISHARES RUSSELL 1000 GROWTH ETF | $5.3B |
FISVFISERV INC COM | $5.2B |
FTVFORTIVE CORP COM | $5.1B |
SPGIS&P GLOBAL INC COM | $5.1B |
AMTAMERICAN TOWER CORP NEW | $4.9B |
SCHWSCHWAB CHARLES CORP NEW COM | $4.8B |
ELLAUDER ESTEE COS INC CL A | $4.8B |
MARMARRIOTT INTERNATIONAL CL A | $4.7B |
NEENEXTERA ENERGY INC COM | $4.3B |
VTWOVANGUARD SCOTTSDALE FDS VNG | $4.1B |
BLKCHFBLACKROCK INC COM | $4.1B |
ICEINTERCONTINENTAL EXCHANGE, INC. COM | $3.8B |
IWDISHARES RUSSELL 1000 VALUE ETF | $3.8B |
DFASDIMENSIONAL ETF TRUST US SMALL CAP | $3.6B |
KDPKEURIG DR PEPPER INC COM | $3.6B |
JNJJOHNSON & JOHNSON COM | $3.5B |
DISDISNEY WALT CO COM | $3.5B |
LHXL3HARRIS TECHNOLOGIES INC COM | $3.5B |
IJRISHARES CORE S&P SMALL-CAP ETF | $3.3B |
EZMWISDOMTREE TRUST MDCP EARN FUND | $3.1B |
APDAIR PRODS & CHEMS INC COM | $3.1B |
PEPPEPSICO INC COM | $3.1B |
EESWISDOMTREE TR US SMALLCAP FUND | $3.0B |
IVVISHARES CORE S&P 500 ETF | $2.9B |
WWDWOODWARD INC | $2.6B |
NVDANVIDIA CORP COM | $2.5B |
MYFWFIRST WESTN FINL INC COM | $2.4B |
PGPROCTER & GAMBLE CO COM | $2.4B |
PYPLPAYPAL HLDGS INC COM | $2.3B |
KNXKNIGHT SWIFT TRANSN HLDGS INC CL A | $2.2B |
KOCOCA COLA CO COM | $2.2B |
XOMEXXON MOBIL CORP COM | $2.1B |
BMYBRISTOL MYERS SQUIBB CO COM | $2.0B |
EMREMERSON ELEC CO COM | $1.9B |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $1.9B |
IVWISHARES S&P 500 GROWTH ETF | $1.7B |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $1.7B |
ZBHZIMMER BIOMET HOLDINGS INC | $1.7B |
EWYISHARES INC MSCI STH KOR ETF | $1.6B |
GOOGALPHABET INC CAP STK CL C | $1.6B |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $1.6B |
WMTWALMART INC. | $1.3B |
AMZNAMAZON.COM INC COM | $1.2B |
PGRPROGRESSIVE CORP OH COM | $1.1B |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $1.1B |
LMTLOCKHEED MARTIN CORP COM | $1.1B |
GEGENERAL ELECTRIC CO COM NEW | $1.1B |
MRKMERCK & CO INC NEW COM | $1.1B |
LWLGLIGHTWAVE LOGIC INC COM | $1.0B |
XELXCEL ENERGY INC COM | $1.0B |
CVXCHEVRON CORPORATION | $1.0B |
IWNISHARES RUSSELL 2000 VALUE ETF | $988.7M |
VNQVANGUARD REAL ESTATE ETF | $987.9M |
OLNOLIN CORP COM PAR $ | $954.0M |
MAMASTERCARD INC CL A | $916.9M |
PFEPFIZER INC COM | $889.6M |
MDYSPDR S&P MIDCAP 400 ETF TR UNIT SER | $854.8M |
LLYLILLY ELI & CO COM | $846.5M |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $819.3M |
CICIGNA CORP NEW COM | $802.4M |
DFIVDIMENSIONAL ETF TR | $788.7M |
ABBVABBVIE INC COM | $775.1M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $756.8M |
VOTVANGUARD INDEX FDS MID-CAP GROWTH | $744.8M |
ADPAUTOMATIC DATA PROCESSING INC COM | $744.4M |
EWGISHARES INC MSCI GERMANY ETF | $726.7M |
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