First Western Trust Bank Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$2.1B

Holdings

189

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (189 positions)

StockValue
SYKSTRYKER CORPORATION
$1.2M
VOOVANGUARD INDEX FDS
$142K
IWRISHARES TR
$100K
SPYSPDR S&P 500 ETF TR
$68K
RSPINVESCO EXCHANGE TRADED FD TR
$54K
IWMISHARES TR
$48K
VTIVANGUARD INDEX FDS
$37K
VEAVANGUARD TAX-MANAGED FDS
$33K
AAPLAPPLE INC
$25K
MSFTMICROSOFT CORP
$19K
WWDWOODWARD INC
$12K
COSTCOSTCO WHSL CORP NEW
$11K
VVISA INC
$11K
JPMJPMORGAN CHASE & CO.
$11K
GOOGLALPHABET INC
$11K
IJHISHARES TR
$10K
ORCLORACLE CORP
$10K
TJXTJX COS INC NEW
$9K
MCDMCDONALDS CORP
$9K
HDHOME DEPOT INC
$8K
FISVFISERV INC
$7K
EFAISHARES TR
$6K
IWFISHARES TR
$6K
TXNTEXAS INSTRS INC
$6K
SLBSCHLUMBERGER LTD
$6K
VTWOVANGUARD SCOTTSDALE FDS
$6K
GILDGILEAD SCIENCES INC
$6K
ACNACCENTURE PLC IRELAND
$6K
ABTABBOTT LABS
$6K
ECLECOLAB INC
$5K
VENUVENU HLDG CORP
$5K
ROPROPER TECHNOLOGIES INC
$5K
TMOTHERMO FISHER SCIENTIFIC INC
$5K
INTUINTUIT
$5K
KDPKEURIG DR PEPPER INC
$5K
HONHONEYWELL INTL INC
$4K
DHRDANAHER CORPORATION
$4K
NVDANVIDIA CORPORATION
$4K
SPGIS&P GLOBAL INC
$4K
ICEINTERCONTINENTAL EXCHANGE INC
$4K
BLKBLACKROCK INC
$4K
BRK/BBERKSHIRE HATHAWAY INC DEL
$4K
MARMARRIOTT INTL INC NEW
$4K
AMTAMERICAN TOWER CORP NEW
$4K
DFASDIMENSIONAL ETF TRUST
$4K
VWOVANGUARD INTL EQUITY INDEX FDS
$4K
IJRISHARES TR
$3K
JNJJOHNSON & JOHNSON
$3K
IVVISHARES TR
$3K
IWBISHARES TR
$3K
FTVFORTIVE CORP
$3K
NEENEXTERA ENERGY INC
$3K
KOCOCA COLA CO
$3K
DISDISNEY WALT CO
$3K
PEPPEPSICO INC
$2K
IVWISHARES TR
$2K
LHXL3HARRIS TECHNOLOGIES INC
$2K
PGPROCTER AND GAMBLE CO
$2K
ADBEADOBE INC
$2K
MYFWFIRST WESTN FINL INC
$2K
BMYBRISTOL-MYERS SQUIBB CO
$2K
IWDISHARES TR
$2K
WMTWALMART INC
$2K
EMREMERSON ELEC CO
$2K
GEGE AEROSPACE
$2K
PGRPROGRESSIVE CORP
$2K
GOOGALPHABET INC
$2K
KNXKNIGHT-SWIFT TRANSN HLDGS INC
$2K
APDAIR PRODS & CHEMS INC
$2K
BRK-BBERKSHIRE HATHAWAY INC DEL
$2K
XOMEXXON MOBIL CORP
$2K
RTXRTX CORPORATION
$1K
ZBHZIMMER BIOMET HOLDINGS INC
$1K
PYPLPAYPAL HLDGS INC
$1K
LMTLOCKHEED MARTIN CORP
$1K
MAMASTERCARD INCORPORATED
$1K
LLYELI LILLY & CO
$1K
XELXCEL ENERGY INC
$1K
AMZNAMAZON COM INC
$1K
4I1PHILIP MORRIS INTL INC
$1K
ABBVABBVIE INC
$1K
EWGISHARES INC
$1K
AXPAMERICAN EXPRESS CO
$1K
ELLAUDER ESTEE COS INC
$1K
VNQVANGUARD INDEX FDS
$965
IYWISHARES TR
$940
CITHE CIGNA GROUP
$927
IBMINTERNATIONAL BUSINESS MACHS
$895
METAMETA PLATFORMS INC
$845
ADPAUTOMATIC DATA PROCESSING INC
$836
EIXEDISON INTL
$834
SCZISHARES TR
$796
ETNEATON CORP PLC
$795
CVXCHEVRON CORP NEW
$789
T7DTRANSDIGM GROUP INC
$789
DFIVDIMENSIONAL ETF TRUST
$767
MMM3M CO
$764
MRKMERCK & CO INC
$759
GEVGE VERNOVA INC
$755
IVEISHARES TR
$697
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