First Western Trust Bank Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$2.1T
Holdings
189
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SYKSTRYKER CORPORATION | 3,255,414 | $1.2T | 58.02% | |
| 2 | VOOVANGUARD INDEX FDS | 276,459 | $142.1B | 6.80% | |
| 3 | IWRISHARES TR | 1,175,788 | $100.0B | 4.79% | |
| 4 | SPYSPDR S&P 500 ETF TR | 122,128 | $68.3B | 3.27% | |
| 5 | RSPINVESCO EXCHANGE TRADED FD TR | 314,278 | $54.4B | 2.61% | |
| 6 | IWMISHARES TR | 241,293 | $48.1B | 2.30% | |
| 7 | VTIVANGUARD INDEX FDS | 134,922 | $37.1B | 1.78% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 649,561 | $33.0B | 1.58% | |
| 9 | AAPLAPPLE INC | 112,103 | $24.9B | 1.19% | |
| 10 | MSFTMICROSOFT CORP | 51,839 | $19.5B | 0.93% | |
| 11 | WWDWOODWARD INC | 67,937 | $12.4B | 0.59% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 11,827 | $11.2B | 0.54% | |
| 13 | VVISA INC | 31,355 | $11.0B | 0.53% | |
| 14 | JPMJPMORGAN CHASE & CO. | 44,587 | $10.9B | 0.52% | |
| 15 | GOOGLALPHABET INC | 70,238 | $10.9B | 0.52% | |
| 16 | IJHISHARES TR | 179,845 | $10.5B | 0.50% | |
| 17 | ORCLORACLE CORP | 74,042 | $10.4B | 0.50% | |
| 18 | TJXTJX COS INC NEW | 75,886 | $9.2B | 0.44% | |
| 19 | MCDMCDONALDS CORP | 27,335 | $8.5B | 0.41% | |
| 20 | HDHOME DEPOT INC | 20,580 | $7.5B | 0.36% | |
| 21 | FISVFISERV INC | 31,296 | $6.9B | 0.33% | |
| 22 | EFAISHARES TR | 76,425 | $6.2B | 0.30% | |
| 23 | IWFISHARES TR | 17,238 | $6.2B | 0.30% | |
| 24 | TXNTEXAS INSTRS INC | 34,514 | $6.2B | 0.30% | |
| 25 | SLBSCHLUMBERGER LTD | 139,385 | $5.8B | 0.28% | |
| 26 | VTWOVANGUARD SCOTTSDALE FDS | 71,768 | $5.8B | 0.28% | |
| 27 | GILDGILEAD SCIENCES INC | 51,610 | $5.8B | 0.28% | |
| 28 | ACNACCENTURE PLC IRELAND | 18,067 | $5.6B | 0.27% | |
| 29 | ABTABBOTT LABS | 42,212 | $5.6B | 0.27% | |
| 30 | ECLECOLAB INC | 21,239 | $5.4B | 0.26% | |
| 31 | VENUVENU HLDG CORP | 577,120 | $5.3B | 0.26% | |
| 32 | ROPROPER TECHNOLOGIES INC | 8,927 | $5.3B | 0.25% | |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 10,268 | $5.1B | 0.24% | |
| 34 | INTUINTUIT | 8,149 | $5.0B | 0.24% | |
| 35 | KDPKEURIG DR PEPPER INC | 135,411 | $4.6B | 0.22% | |
| 36 | HONHONEYWELL INTL INC | 20,659 | $4.4B | 0.21% | |
| 37 | DHRDANAHER CORPORATION | 21,170 | $4.3B | 0.21% | |
| 38 | NVDANVIDIA CORPORATION | 38,602 | $4.2B | 0.20% | |
| 39 | SPGIS&P GLOBAL INC | 8,214 | $4.2B | 0.20% | |
| 40 | ICEINTERCONTINENTAL EXCHANGE INC | 23,524 | $4.1B | 0.19% | |
| 41 | BLKBLACKROCK INC | 4,158 | $3.9B | 0.19% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,383 | $3.9B | 0.19% | |
| 43 | MARMARRIOTT INTL INC NEW | 15,897 | $3.8B | 0.18% | |
| 44 | AMTAMERICAN TOWER CORP NEW | 16,548 | $3.6B | 0.17% | |
| 45 | DFASDIMENSIONAL ETF TRUST | 59,705 | $3.6B | 0.17% | |
| 46 | VWOVANGUARD INTL EQUITY INDEX FDS | 77,671 | $3.5B | 0.17% | |
| 47 | IJRISHARES TR | 31,986 | $3.3B | 0.16% | |
| 48 | JNJJOHNSON & JOHNSON | 18,994 | $3.1B | 0.15% | |
| 49 | IVVISHARES TR | 5,546 | $3.1B | 0.15% | |
| 50 | IWBISHARES TR | 9,929 | $3.0B | 0.15% | |
| 51 | FTVFORTIVE CORP | 38,697 | $2.8B | 0.14% | |
| 52 | NEENEXTERA ENERGY INC | 39,155 | $2.8B | 0.13% | |
| 53 | KOCOCA COLA CO | 36,828 | $2.6B | 0.13% | |
| 54 | DISDISNEY WALT CO | 25,582 | $2.5B | 0.12% | |
| 55 | PEPPEPSICO INC | 16,283 | $2.4B | 0.12% | |
| 56 | IVWISHARES TR | 25,966 | $2.4B | 0.12% | |
| 57 | LHXL3HARRIS TECHNOLOGIES INC | 11,359 | $2.4B | 0.11% | |
| 58 | PGPROCTER AND GAMBLE CO | 13,307 | $2.3B | 0.11% | |
| 59 | ADBEADOBE INC | 5,768 | $2.2B | 0.11% | |
| 60 | MYFWFIRST WESTN FINL INC | 112,170 | $2.2B | 0.11% | |
| 61 | BMYBRISTOL-MYERS SQUIBB CO | 33,842 | $2.1B | 0.10% | |
| 62 | IWDISHARES TR | 10,641 | $2.0B | 0.10% | |
| 63 | WMTWALMART INC | 22,239 | $2.0B | 0.09% | |
| 64 | EMREMERSON ELEC CO | 17,549 | $1.9B | 0.09% | |
| 65 | GEGE AEROSPACE | 9,574 | $1.9B | 0.09% | |
| 66 | PGRPROGRESSIVE CORP | 6,729 | $1.9B | 0.09% | |
| 67 | GOOGALPHABET INC | 11,669 | $1.8B | 0.09% | |
| 68 | KNXKNIGHT-SWIFT TRANSN HLDGS INC | 40,177 | $1.7B | 0.08% | |
| 69 | APDAIR PRODS & CHEMS INC | 5,791 | $1.7B | 0.08% | |
| 70 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.08% | |
| 71 | XOMEXXON MOBIL CORP | 13,397 | $1.6B | 0.08% | |
| 72 | RTXRTX CORPORATION | 11,142 | $1.5B | 0.07% | |
| 73 | ZBHZIMMER BIOMET HOLDINGS INC | 12,649 | $1.4B | 0.07% | |
| 74 | PYPLPAYPAL HLDGS INC | 20,117 | $1.3B | 0.06% | |
| 75 | LMTLOCKHEED MARTIN CORP | 2,803 | $1.3B | 0.06% | |
| 76 | MAMASTERCARD INCORPORATED | 2,159 | $1.2B | 0.06% | |
| 77 | LLYELI LILLY & CO | 1,401 | $1.2B | 0.06% | |
| 78 | XELXCEL ENERGY INC | 16,019 | $1.1B | 0.05% | |
| 79 | AMZNAMAZON COM INC | 5,927 | $1.1B | 0.05% | |
| 80 | 4I1PHILIP MORRIS INTL INC | 6,841 | $1.1B | 0.05% | |
| 81 | ABBVABBVIE INC | 4,956 | $1.0B | 0.05% | |
| 82 | EWGISHARES INC | 27,735 | $1.0B | 0.05% | |
| 83 | AXPAMERICAN EXPRESS CO | 3,785 | $1.0B | 0.05% | |
| 84 | ELLAUDER ESTEE COS INC | 15,427 | $1.0B | 0.05% | |
| 85 | VNQVANGUARD INDEX FDS | 10,669 | $966.0M | 0.05% | |
| 86 | IYWISHARES TR | 6,700 | $940.9M | 0.05% | |
| 87 | CITHE CIGNA GROUP | 2,818 | $927.1M | 0.04% | |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 3,602 | $895.7M | 0.04% | |
| 89 | METAMETA PLATFORMS INC | 1,467 | $845.5M | 0.04% | |
| 90 | ADPAUTOMATIC DATA PROCESSING INC | 2,739 | $836.8M | 0.04% | |
| 91 | EIXEDISON INTL | 14,167 | $834.7M | 0.04% | |
| 92 | SCZISHARES TR | 12,538 | $796.5M | 0.04% | |
| 93 | ETNEATON CORP PLC | 2,928 | $795.9M | 0.04% | |
| 94 | CVXCHEVRON CORP NEW | 4,726 | $790.6M | 0.04% | |
| 95 | T7DTRANSDIGM GROUP INC | 571 | $789.9M | 0.04% | |
| 96 | DFIVDIMENSIONAL ETF TRUST | 19,497 | $767.4M | 0.04% | |
| 97 | MMM3M CO | 5,208 | $764.8M | 0.04% | |
| 98 | MRKMERCK & CO INC | 8,469 | $760.2M | 0.04% | |
| 99 | GEVGE VERNOVA INC | 2,475 | $755.6M | 0.04% | |
| 100 | IVEISHARES TR | 3,662 | $697.9M | 0.03% |
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