First Western Trust Bank Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$2.2B

Holdings

196

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (196 positions)

StockValue
SYKSTRYKER CORPORATION
$1.3B
VOOVANGUARD INDEX FDS
$147.7M
IWRISHARES TR
$97.3M
SPYSPDR S&P 500 ETF TR
$66.6M
IWMISHARES TR
$52.3M
RSPINVESCO EXCHANGE TRADED FD TR
$41.3M
VTIVANGUARD INDEX FDS
$39.1M
VEAVANGUARD TAX-MANAGED FDS
$33.0M
AAPLAPPLE INC
$28.9M
MSFTMICROSOFT CORP
$24.0M
GOOGLALPHABET INC
$14.4M
ORCLORACLE CORP
$13.5M
IJHISHARES TR
$12.6M
WWDWOODWARD INC
$11.7M
COSTCOSTCO WHSL CORP NEW
$11.6M
JPMJPMORGAN CHASE & CO.
$11.0M
VVISA INC
$10.4M
TJXTJX COS INC NEW
$9.9M
HDHOME DEPOT INC
$8.4M
MCDMCDONALDS CORP
$8.4M
IWFISHARES TR
$7.2M
TXNTEXAS INSTRS INC
$7.1M
FISVFISERV INC
$7.0M
ACNACCENTURE PLC IRELAND
$6.9M
VTWOVANGUARD SCOTTSDALE FDS
$6.2M
EFAISHARES TR
$6.1M
TMOTHERMO FISHER SCIENTIFIC INC
$5.7M
SLBSCHLUMBERGER LTD
$5.7M
INTUINTUIT
$5.5M
ECLECOLAB INC
$5.4M
DHRDANAHER CORPORATION
$5.4M
HONHONEYWELL INTL INC
$5.2M
GILDGILEAD SCIENCES INC
$5.2M
ABTABBOTT LABS
$5.1M
ROPROPER TECHNOLOGIES INC
$5.0M
NVDANVIDIA CORPORATION
$4.9M
MARMARRIOTT INTL INC NEW
$4.8M
KDPKEURIG DR PEPPER INC
$4.6M
BLKBLACKROCK INC
$4.5M
SPGIS&P GLOBAL INC
$4.5M
DFASDIMENSIONAL ETF TRUST
$4.0M
EZMWISDOMTREE TR
$3.9M
EESWISDOMTREE TR
$3.8M
ICEINTERCONTINENTAL EXCHANGE INC
$3.7M
IJRISHARES TR
$3.7M
VWOVANGUARD INTL EQUITY INDEX FDS
$3.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.4M
AMTAMERICAN TOWER CORP NEW
$3.4M
IVVISHARES TR
$3.3M
FTVFORTIVE CORP
$3.3M
DISDISNEY WALT CO
$3.3M
IWBISHARES TR
$3.2M
ADBEADOBE INC
$3.1M
NEENEXTERA ENERGY INC
$2.8M
JNJJOHNSON & JOHNSON
$2.8M
PEPPEPSICO INC
$2.7M
IVWISHARES TR
$2.7M
LHXL3HARRIS TECHNOLOGIES INC
$2.6M
KOCOCA COLA CO
$2.3M
GOOGALPHABET INC
$2.3M
PGPROCTER AND GAMBLE CO
$2.2M
MYFWFIRST WESTN FINL INC
$2.2M
EMREMERSON ELEC CO
$2.2M
PYPLPAYPAL HLDGS INC
$2.2M
KNXKNIGHT-SWIFT TRANSN HLDGS INC
$2.1M
IWDISHARES TR
$2.0M
WMTWALMART INC
$2.0M
APDAIR PRODS & CHEMS INC
$2.0M
BMYBRISTOL-MYERS SQUIBB CO
$1.9M
XOMEXXON MOBIL CORP
$1.7M
PGRPROGRESSIVE CORP
$1.6M
GEGE AEROSPACE
$1.6M
ZBHZIMMER BIOMET HOLDINGS INC
$1.5M
LMTLOCKHEED MARTIN CORP
$1.4M
EWYISHARES INC
$1.4M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.4M
XELXCEL ENERGY INC
$1.3M
AMZNAMAZON COM INC
$1.3M
ELLAUDER ESTEE COS INC
$1.3M
RTXRTX CORPORATION
$1.3M
MAMASTERCARD INCORPORATED
$1.1M
VNQVANGUARD INDEX FDS
$1.1M
AXPAMERICAN EXPRESS CO
$1.1M
EIXEDISON INTL
$1.1M
LLYELI LILLY & CO
$1.1M
IYWISHARES TR
$1.1M
MRKMERCK & CO INC
$975K
ETNEATON CORP PLC
$956K
ABBVABBVIE INC
$935K
METAMETA PLATFORMS INC
$896K
EWGISHARES INC
$882K
4I1PHILIP MORRIS INTL INC
$840K
IBMINTERNATIONAL BUSINESS MACHS
$828K
DFIVDIMENSIONAL ETF TRUST
$817K
GEVGE VERNOVA INC
$813K
ADPAUTOMATIC DATA PROCESSING INC
$802K
NKENIKE INC
$794K
SCZISHARES TR
$792K
CITHE CIGNA GROUP
$783K
AVGOBROADCOM INC
$762K
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