First Western Trust Bank Q3 2024 Filing

Filed November 7, 2024

Portfolio Value

$2.2B

Holdings

204

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
101
ADPAUTOMATIC DATA PROCESSING INC
2,740$758.2B34093.94%
102
UNHUNITEDHEALTH GROUP INC
1,282$749.6B33703.65%
103
QCOMQUALCOMM INC
4,312$733.3B32970.54%
104
MMM3M CO
5,302$724.8B32589.56%
105
IVEISHARES TR
3,662$722.0B32466.09%
106
CVXCHEVRON CORP NEW
4,678$688.9B30977.40%
107
PFEPFIZER INC
23,013$666.0B29946.23%
108
IWPISHARES TR
5,537$649.4B29201.57%
109
LWLGLIGHTWAVE LOGIC INC
233,598$644.7B28990.01%
110
GEVGE VERNOVA INC
2,498$636.9B28639.74%
111
CARRCARRIER GLOBAL CORPORATION
7,642$615.1B27657.93%
112
TOWNTOWNEBANK PORTSMOUTH VA
18,123$599.1B26940.35%
113
IJTISHARES TR
4,244$592.0B26618.85%
114
SCHWSCHWAB CHARLES CORP
8,973$581.5B26148.70%
115
SCHGSCHWAB STRATEGIC TR
5,481$571.0B25675.27%
116
ELVELEVANCE HEALTH INC
1,073$558.0B25088.43%
117
AVGOBROADCOM INC
3,227$556.7B25029.89%
118
TTEKTETRA TECH INC NEW
11,770$555.1B24958.62%
119
YUMYUM BRANDS INC
3,896$544.3B24474.67%
120
VUGVANGUARD INDEX FDS
1,413$542.5B24392.97%
121
MDYSPDR S&P MIDCAP 400 ETF TR
949$540.6B24308.16%
122
REGNREGENERON PHARMACEUTICALS
514$540.3B24296.02%
123
IWSISHARES TR
3,981$526.5B23675.96%
124
VVVANGUARD INDEX FDS
1,931$508.4B22860.57%
125
UNPUNION PAC CORP
2,057$507.0B22797.44%
126
DFUSDIMENSIONAL ETF TRUST
7,994$497.2B22357.60%
127
VOVANGUARD INDEX FDS
1,869$493.1B22171.94%
128
AZNASTRAZENECA PLC
6,314$491.9B22119.15%
129
ADIANALOG DEVICES INC
2,099$483.1B21723.60%
130
VIGVANGUARD SPECIALIZED FUNDS
2,419$479.1B21542.84%
131
MYIBLACKROCK MUNIYIELD QUALITY FD
39,221$470.7B21162.67%
132
DFUVDIMENSIONAL ETF TRUST
11,048$460.6B20710.28%
133
BIPBROOKFIELD INFRAST PARTNERS LP
13,120$459.7B20671.34%
134
JSTCTIDAL ETF TR
24,224$457.1B20553.62%
135
IWNISHARES TR
2,708$451.7B20312.70%
136
MCKMCKESSON CORP
913$451.4B20297.23%
137
CATCATERPILLAR INC
1,145$447.8B20136.58%
138
DUKDUKE ENERGY CORP NEW
3,651$421.0B18928.29%
139
AFLAFLAC INC
3,757$420.0B18886.61%
140
MDLZMONDELEZ INTL INC
5,626$414.5B18636.33%
141
SBUXSTARBUCKS CORP
4,242$413.6B18595.23%
142
MOALTRIA GROUP INC
7,998$408.2B18355.35%
143
OTISOTIS WORLDWIDE CORP
3,770$391.9B17619.55%
144
WMWASTE MGMT INC DEL
1,871$388.4B17465.14%
145
AZOAUTOZONE INC
120$378.0B16996.83%
146
INTCINTEL CORP
16,020$375.8B16898.99%
147
ITWILLINOIS TOOL WKS INC
1,398$366.4B16473.85%
148
IWCISHARES TR
2,947$363.4B16341.21%
149
WMBWILLIAMS COS INC
7,790$355.6B15990.03%
150
NDQINVESCO QQQ TR
715$349.0B15691.33%
151
CSCOCISCO SYS INC
6,270$333.7B15004.18%
152
OKEONEOK INC NEW
3,637$331.4B14903.06%
153
DYHTARGET CORP
2,070$322.6B14506.92%
154
IWOISHARES TR
1,104$313.7B14104.08%
155
SWKSTANLEY BLACK & DECKER INC
2,817$310.2B13949.63%
156
CVSCVS HEALTH CORP
4,915$309.1B13896.53%
157
NDSNNORDSON CORP
1,166$306.2B13769.37%
158
SCHVSCHWAB STRATEGIC TR
3,768$302.8B13616.80%
159
DEDEERE & CO
716$298.8B13435.77%
160
BACVERIZON COMMUNICATIONS INC
6,554$294.3B13234.87%
161
AQLTISHARES TR
2,116$285.8B12851.24%
162
CMCSACOMCAST CORP NEW
6,842$285.8B12850.43%
163
DFSEURDISCOVER FINL SVCS
2,023$283.8B12761.26%
164
PEGPUBLIC SVC ENTERPRISE GRP INC
3,165$282.4B12695.75%
165
AMGNAMGEN INC
876$282.3B12691.52%
166
PHOINVESCO EXCHANGE TRADED FD TR
4,000$282.2B12687.20%
167
GISGENERAL MLS INC
3,795$280.3B12601.82%
168
ZTENRBB FD INC
5,250$273.1B12281.08%
169
WSMWILLIAMS SONOMA INC
1,740$269.6B12120.70%
170
PHPARKER-HANNIFIN CORP
425$268.5B12074.07%
171
IJSISHARES TR
2,489$268.0B12048.98%
172
PPGPPG INDS INC
1,996$264.4B11888.18%
173
GEHCGE HEALTHCARE TECHNOLOGIES INC
2,810$263.7B11858.01%
174
WFCWELLS FARGO CO NEW
4,660$263.2B11836.61%
175
UPSUNITED PARCEL SERVICE INC
1,921$261.9B11776.63%
176
MGCVANGUARD WORLD FD
1,266$261.6B11763.00%
177
BABOEING CO
1,718$261.2B11744.97%
178
VTWVVANGUARD SCOTTSDALE FDS
1,738$255.7B11499.56%
179
EXREXTRA SPACE STORAGE INC
1,410$254.1B11424.06%
180
GQ9SPDR GOLD TR
999$242.8B10918.16%
181
NUNU HLDGS LTD
17,628$240.6B10819.47%
182
VBRVANGUARD INDEX FDS
1,189$238.7B10734.26%
183
LYBLYONDELLBASELL INDUSTRIES N V
2,466$236.5B10633.63%
184
XLKSELECT SECTOR SPDR TR
1,042$235.2B10577.56%
185
BKNGBOOKING HOLDINGS INC
55$231.7B10416.81%
186
DOVDOVER CORP
1,208$231.6B10414.78%
187
VBVANGUARD INDEX FDS
958$227.2B10218.06%
188
LINLINDE PLC
475$226.5B10184.88%
189
FNFABRINET
956$226.0B10163.66%
190
TAT&T INC
10,050$221.1B9941.67%
191
BNBROOKFIELD CORP
4,097$217.8B9791.31%
192
EMEEMCOR GROUP INC
498$214.4B9640.58%
193
PHMPULTE GROUP INC
1,489$213.7B9609.65%
194
AMATAPPLIED MATLS INC
1,056$213.4B9593.87%
195
XLFSELECT SECTOR SPDR TR
4,699$213.0B9575.61%
196
TXTTEXTRON INC
2,396$212.2B9543.19%
197
IEMGISHARES INC
3,614$207.5B9329.25%
198
EEMVISHARES INC
3,300$206.9B9303.62%
199
IJKISHARES TR
2,240$205.9B9259.24%
200
HUMHUMANA INC
642$203.3B9143.41%
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