First Western Trust Bank Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.9T
Holdings
169
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (169 positions)
| Stock | Value |
|---|---|
INTCINTEL CORP COM | $725.3M |
IBMINTERNATIONAL BUSINESS MACHS CORP | $722.3M |
UNHUNITEDHEALTH GROUP INC COM | $708.4M |
IYWISHARES U.S. TECHNOLOGY ETF | $703.0M |
RTXRAYTHEON TECHNOLOGIES CORP COM | $695.2M |
IVEISHARES S&P 500 VALUE ETF | $649.7M |
4I1PHILIP MORRIS INTL INC COM | $646.2M |
ETNEATON CORP PLC SHS | $629.8M |
AXPAMERICAN EXPRESS CO COM | $598.7M |
HALOHALOZYME THERAPEUTICS INC COM | $596.5M |
UNPUNION PAC CORP COM | $535.1M |
METAMETA PLATFORM, INC. | $534.4M |
BRK-BBERKSHIRE HATHAWAY INC CL A | $531.5M |
CLCOLGATE PALMOLIVE CO COM | $530.3M |
MOALTRIA GROUP INC COM | $516.8M |
ELVELEVANCE HEALTH INC | $507.3M |
CATCATERPILLAR INC COM | $498.0M |
YUMYUM! BRANDS INC COM | $487.5M |
MMM3M CO COM | $487.2M |
PSXPHILLIPS 66 COM | $484.0M |
DFUVDIMENSIONAL ETF TR US MARKETWIDE | $457.2M |
QCOMQUALCOMM INC COM | $448.7M |
CARRCARRIER GLOBAL CORPORATION COM | $442.5M |
VIGVANGUARD SPECIALIZED PORTFOLIOS | $441.9M |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $429.9M |
MCHPMICROCHIP TECHNOLOGY INC COM | $414.4M |
SBUXSTARBUCKS CORP COM | $400.2M |
TOWNTOWNEBANK PORTSMOUTH VA COM | $398.5M |
ITWILLINOIS TOOL WKS INC COM | $396.4M |
MDLZMONDELEZ INTL INC CL A | $385.5M |
REGNREGENERON PHARMACEUTICALS COM | $381.0M |
VOVANGUARD INDEX FDS VANGUARD MID-CAP | $379.8M |
VVVANGUARD INDEX FDS VANGUARD LARGE | $377.9M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $373.1M |
JSTCTIDAL ETF TR | $372.7M |
DFUSDIMENSIONAL ETF TRUST US EQUITY ETF | $372.1M |
ADIANALOG DEVICES INC COM | $371.0M |
AMGNAMGEN INC COM | $368.2M |
CSCOCISCO SYS INC COM | $363.3M |
VONGVANGUARD SCOTTSDALE FDS VANGUARD | $340.9M |
OTISOTIS WORLDWIDE CORP COM | $328.2M |
CMCSACOMCAST CORP CL A | $327.2M |
GSGOLDMAN SACHS GROUP INC COM | $322.6M |
GISGENERAL MILLS INC COM | $318.5M |
UPSUNITED PARCEL SERVICES CL B | $314.2M |
VTEBVANGUARD MUN BD FDS TAX-EXEMPT BD | $306.7M |
IWCISHARES MICRO-CAP ETF | $303.6M |
AFLAFLAC INC COM | $295.8M |
PPGPPG INDS INC COM | $293.1M |
AZOAUTOZONE INC COM | $289.6M |
DEDEERE & CO COM | $289.1M |
TXTTEXTRON INC COM | $288.4M |
TSLATESLA, INC | $280.0M |
AVGOBROADCOM INC COM | $274.9M |
IEMGISHARES INC CORE MSCI EMKT | $261.2M |
COPCONOCOPHILLIPS COM | $250.0M |
DUKDUKE ENERGY CORP NEW COM | $242.2M |
BABOEING CO COM | $233.1M |
DGPDB GOLD DOUBLE LONG ETN DUE FEBRUARY | $229.5M |
HYGISHARES TR | $227.9M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $222.1M |
PHOINVESCO EXCHANGE-TRADED FD TR | $212.7M |
GEHCGE HEALTHCARE TECHNOLOGIES INC | $211.3M |
VTWVVANGUARD SCOTTSDALE FDS VANGUARD | $207.9M |
BACVERIZON COMMUNICATIONS INC COM | $206.8M |
LOWLOWES COMPANIES COM | $206.0M |
—S&W SEED CO COM | $185.2M |
TAT&T INC COM | $182.8M |
NUNU HLDGS LTD | $79.7M |
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