First Western Trust Bank Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$1.7T
Holdings
181
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (181 positions)
| Stock | Value |
|---|---|
SYKSTRYKER CORP COM | $990.3M |
VOOVANGUARD INDEX FDS S&P 500 ETF SHS | $114.5M |
IWRISHARES RUSSELL MID-CAP ETF | $77.5M |
IWMISHARES RUSSELL 2000 ETF | $47.3M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $27.3M |
SPYSPDR S&P 500 ETF TRUST | $24.1M |
IJHISHARES CORE S&P MID-CAP ETF | $22.2M |
MSFTMICROSOFT CORP COM | $18.2M |
AAPLAPPLE INC COM | $17.7M |
SLBSCHLUMBERGER LTD COM | $13.1M |
MCDMCDONALDS CORP COM | $10.6M |
COSTCOSTCO WHSL CORP NEW COM | $10.5M |
HDHOME DEPOT INC COM | $10.3M |
DHRDANAHER CORP COM | $9.8M |
VVISA INC COM CL A | $9.7M |
GOOGLALPHABET INC CAP STK CL A | $9.5M |
ORCLORACLE CORP COM | $9.4M |
TXNTEXAS INSTRUMENTS INC COM | $9.1M |
TJXTJX COS INC NEW COM | $9.1M |
EFAISHARES MSCI EAFE ETF | $8.7M |
NKENIKE INC CL B | $8.7M |
ELLAUDER ESTEE COS INC CL A | $8.6M |
ACNACCENTURE PLC CLASS A ORDINARY | $8.6M |
SCHWSCHWAB CHARLES CORP NEW COM | $8.4M |
HONHONEYWELL INTERNATIONAL INC COM | $7.9M |
ABTABBOTT LABORATORIES COM | $7.9M |
JPMJ P MORGAN CHASE & CO COM | $7.6M |
VTWOVANGUARD SCOTTSDALE FDS VNG | $7.1M |
NEENEXTERA ENERGY INC COM | $6.7M |
AMTAMERICAN TOWER CORP NEW | $6.5M |
GILDGILEAD SCIENCES INC COM | $6.5M |
ROPROPER TECHNOLOGIES, INC. | $6.4M |
DGDOLLAR GEN CORP NEW COM | $6.4M |
INTUINTUIT COM | $5.1M |
ECLECOLAB INC COM | $5.0M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $4.9M |
SPGIS&P GLOBAL INC COM | $4.8M |
LHXL3HARRIS TECHNOLOGIES INC COM | $4.6M |
FISVFISERV INC COM | $4.5M |
JNJJOHNSON & JOHNSON COM | $4.5M |
FRCBFIRST REP BK SAN FRANCISCO CAL COM | $4.3M |
IWDISHARES RUSSELL 1000 VALUE ETF | $4.3M |
FTVFORTIVE CORP COM | $4.1M |
KDPKEURIG DR PEPPER INC COM | $4.1M |
DISDISNEY WALT CO COM | $4.0M |
ADBEADOBE INC. | $3.8M |
SSRMSSR MNG INC COM | $3.7M |
IVVISHARES CORE S&P 500 ETF | $3.7M |
ICEINTERCONTINENTAL EXCHANGE, INC. COM | $3.6M |
MYFWFIRST WESTN FINL INC COM | $3.6M |
APDAIR PRODS & CHEMS INC COM | $3.5M |
IJRISHARES CORE S&P SMALL-CAP ETF | $3.5M |
DFASDIMENSIONAL ETF TRUST US SMALL CAP | $3.4M |
PEPPEPSICO INC COM | $3.3M |
MARMARRIOTT INTERNATIONAL CL A | $3.3M |
PGPROCTER & GAMBLE CO COM | $3.3M |
PYPLPAYPAL HLDGS INC COM | $3.0M |
BMYBRISTOL MYERS SQUIBB CO COM | $2.8M |
KOCOCA COLA CO COM | $2.5M |
KNXKNIGHT SWIFT TRANSN HLDGS INC CL A | $2.3M |
IWBISHARES RUSSELL 1000 ETF | $2.2M |
XOMEXXON MOBIL CORP COM | $2.1M |
ZBHZIMMER BIOMET HOLDINGS INC | $1.9M |
EMREMERSON ELEC CO COM | $1.9M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $1.7M |
PFEPFIZER INC COM | $1.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $1.6M |
IWNISHARES RUSSELL 2000 VALUE ETF | $1.5M |
IVWISHARES S&P 500 GROWTH ETF | $1.5M |
MRKMERCK & CO INC NEW COM | $1.5M |
CVXCHEVRON CORPORATION | $1.4M |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $1.4M |
GOOGALPHABET INC CAP STK CL C | $1.4M |
LMTLOCKHEED MARTIN CORP COM | $1.4M |
XELXCEL ENERGY INC COM | $1.3M |
PGRPROGRESSIVE CORP OH COM | $1.2M |
WMTWALMART INC. | $1.2M |
ABBVABBVIE INC COM | $1.1M |
VNQVANGUARD REAL ESTATE ETF | $1.1M |
MDYSPDR S&P MIDCAP 400 ETF TR UNIT SER | $1.0M |
OLNOLIN CORP COM PAR $ | $1.0M |
LWLGLIGHTWAVE LOGIC INC COM | $1.0M |
AMZNAMAZON.COM INC COM | $1.0M |
AQLTISHARES SELECT DIVIDEND ETF | $1.0M |
RTXRAYTHEON TECHNOLOGIES CORP COM | $963K |
DFIVDIMENSIONAL ETF TR | $962K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $954K |
CICIGNA CORP NEW COM | $930K |
NVDANVIDIA CORP COM | $914K |
VONVVANGUARD SCOTTSDALE FDS VANGUARD | $907K |
HALOHALOZYME THERAPEUTICS INC COM | $883K |
VOTVANGUARD INDEX FDS MID-CAP GROWTH | $853K |
IWOISHARES RUSSELL 2000 GROWTH ETF | $845K |
VONGVANGUARD SCOTTSDALE FDS VANGUARD | $839K |
DFUVDIMENSIONAL ETF TR US MARKETWIDE | $824K |
GEGENERAL ELECTRIC CO COM NEW | $820K |
UNPUNION PAC CORP COM | $806K |
IVEISHARES S&P 500 VALUE ETF | $805K |
LLYLILLY ELI & CO COM | $779K |
MAMASTERCARD INC CL A | $772K |
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