The Analysis of First Western Trust Bank's Holdings
Currently, First Western Trust Bank holds 197 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in EEM (+395.3K shares, valued at $21.6M), AMZN (+12.3K shares, valued at $2.8M), AXP (+2.3K shares, valued at $844.6K); decreased their positions in SPY (-78.1K shares, valued at $53.2M), VTI (-133.3K shares, valued at $44.7M), N/A (-10.3K shares, valued at $6.4M); initiated new positions in DIA (+1.4K shares, valued at $672.8K), CB (+1.4K shares, valued at $438.8K), SPMO (+3.0K shares, valued at $360.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SYK STRYKER CORPORATION3.3M shares-0.01%2025-12-312026-02-12
IWR iShares Russell Mid Cap1.1M shares-1.66%2025-12-312026-02-12 IWM iShares Russell 2000237.0K shares-1.35%2025-12-312026-02-12 VEA Vanguard FTSE Developed Markets674.8K shares-9.15%2025-12-312026-02-12 AAPL APPLE INC117.1K shares2.25%2025-12-312026-02-12 SPY SPDR S&P 50045.6K shares-63.11%2025-12-312026-02-12 MSFT MICROSOFT CORP51.4K shares2.02%2025-12-312026-02-12 EEM ISHARES TR399.2K shares10298.15%2025-12-312026-02-12 ALPHABET INC ALPHABET INC65.8K shares2.55%2025-12-312026-02-12 WWD WOODWARD INC63.3K shares0.05%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.41.9K shares-1.21%2025-12-312026-02-12 IJH ISHARES TR193.4K shares-2.49%2025-12-312026-02-12 NVDA NVIDIA CORPORATION59.9K shares0.87%2025-12-312026-02-12 V VISA INC31.2K shares2.83%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW10.8K shares-2.21%2025-12-312026-02-12 VTWO Vanguard Russell 200086.9K shares1.74%2025-12-312026-02-12 MCD MCDONALDS CORP26.3K shares2.03%2025-12-312026-02-12 ORCL ORACLE CORP37.5K shares-1.09%2025-12-312026-02-12 TJX TJX COS INC NEW44.5K shares-37.21%2025-12-312026-02-12 IWF iShares Russell 1000 Growth14.1K shares-6.39%2025-12-312026-02-12 HD HOME DEPOT INC19.4K shares1.55%2025-12-312026-02-12 EFA iShares MSCI EAFE68.8K shares-7.02%2025-12-312026-02-12 GILD GILEAD SCIENCES INC48.5K shares-1.53%2025-12-312026-02-12 TXN TEXAS INSTRS INC31.1K shares-4.30%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC8.9K shares-0.50%2025-12-312026-02-12 ABT ABBOTT LABS40.8K shares3.99%2025-12-312026-02-12 INTU INTUIT7.6K shares-1.42%2025-12-312026-02-12 ECL ECOLAB INC18.8K shares-2.17%2025-12-312026-02-12 SLB SCHLUMBERGER LTD125.1K shares-1.47%2025-12-312026-02-12 DHR DANAHER CORPORATION20.4K shares4.96%2025-12-312026-02-12 MAR MARRIOTT INTL INC NEW14.4K shares-0.73%2025-12-312026-02-12 ALPHABET INC ALPHABET INC13.6K shares20.70%2025-12-312026-02-12 AMZN AMAZON COM INC17.9K shares221.44%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON19.7K shares7.86%2025-12-312026-02-12 SPGI S&P GLOBAL INC7.7K shares-0.32%2025-12-312026-02-12 HON HONEYWELL INTL INC18.8K shares-3.52%2025-12-312026-02-12 IJR ISHARES TR30.3K shares-0.08%2025-12-312026-02-12 DFAS Dimensional US Small Cap ETF52.0K shares-6.84%2025-12-312026-02-12 ICE INTERCONTINENTAL EXCHANGE INC21.6K shares-1.40%2025-12-312026-02-12 IWB ISHARES TR9.3K shares0.00%2025-12-312026-02-12 ROP ROPER TECHNOLOGIES INC7.8K shares-5.60%2025-12-312026-02-12 VENU VENU HLDG CORP400.1K shares-38.45%2025-12-312026-02-12 LHX L3HARRIS TECHNOLOGIES INC11.0K shares0.64%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE9.6K shares0.57%2025-12-312026-02-12 IVV ISHARES TR4.2K shares0.00%2025-12-312026-02-12 NEE NEXTERA ENERGY INC33.5K shares-1.99%2025-12-312026-02-12 EMR EMERSON ELEC CO19.5K shares11.51%2025-12-312026-02-12 PEP PEPSICO INC18.0K shares15.60%2025-12-312026-02-12 AMT AMERICAN TOWER CORP NEW14.5K shares-7.52%2025-12-312026-02-12 KO COCA COLA CO35.4K shares-3.00%2025-12-312026-02-12 DIS DISNEY WALT CO21.7K shares-10.20%2025-12-312026-02-12 MYFW FIRST WESTN FINL INC91.5K shares-16.46%2025-12-312026-02-12 IVW ISHARES TR19.9K shares0.00%2025-12-312026-02-12 WMT WALMART INC21.6K shares0.86%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO6.1K shares60.44%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO15.3K shares16.56%2025-12-312026-02-12 KNX KNIGHT-SWIFT TRANSN HLDGS INC40.2K shares0.00%2025-12-312026-02-12 RTX RTX CORPORATION11.0K shares-0.11%2025-12-312026-02-12 KDP KEURIG DR PEPPER INC64.2K shares-46.86%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB CO32.6K shares-0.07%2025-12-312026-02-12 FTV FORTIVE CORP31.4K shares-2.19%2025-12-312026-02-12 IWD iShares Russell 1000 Value7.6K shares-0.01%2025-12-312026-02-12 GEV GE VERNOVA INC2.4K shares-6.20%2025-12-312026-02-12 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-12 BROADCOM INC BROADCOM INC4.2K shares5.43%2025-12-312026-02-12 ABBV ABBVIE INC6.2K shares25.82%2025-12-312026-02-12 EL LAUDER ESTEE COS INC13.5K shares-4.60%2025-12-312026-02-12 PGR PROGRESSIVE CORP6.1K shares0.52%2025-12-312026-02-12 ADBE ADOBE INC3.9K shares-16.14%2025-12-312026-02-12 IYW ISHARES TR6.7K shares0.00%2025-12-312026-02-12 LLY ELI LILLY & CO1.2K shares1.84%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP2.6K shares-7.19%2025-12-312026-02-12 SPDR SER TR SPDR SER TR12.8K shares0.12%2025-12-312026-02-12 MA MASTERCARD INCORPORATED2.1K shares-0.51%2025-12-312026-02-12 XOM EXXON MOBIL CORP9.7K shares-21.22%2025-12-312026-02-12 ZBH ZIMMER BIOMET HOLDINGS INC12.6K shares0.02%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC6.8K shares-0.03%2025-12-312026-02-12 XEL XCEL ENERGY INC14.7K shares-8.05%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS3.3K shares0.12%2025-12-312026-02-12 APD AIR PRODS & CHEMS INC3.8K shares-32.65%2025-12-312026-02-12 VNQ VANGUARD INDEX FDS10.2K shares-4.63%2025-12-312026-02-12 META META PLATFORMS INC1.4K shares3.76%2025-12-312026-02-12 PYPL PAYPAL HLDGS INC14.8K shares-19.14%2025-12-312026-02-12 MMM 3M CO5.0K shares-4.19%2025-12-312026-02-12 QCOM QUALCOMM INC4.5K shares9.86%2025-12-312026-02-12 DFIV DIMENSIONAL ETF TRUST15.4K shares-16.15%2025-12-312026-02-12 SCHW SCHWAB CHARLES CORP7.6K shares-2.53%2025-12-312026-02-12 LWLG LIGHTWAVE LOGIC INC233.6K shares0.00%2025-12-312026-02-12 TDG TRANSDIGM GROUP INC560 shares0.00%2025-12-312026-02-12 CSCO CISCO SYS INC9.6K shares59.23%2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING INC2.8K shares4.34%2025-12-312026-02-12 WFC WELLS FARGO CO NEW7.8K shares61.79%2025-12-312026-02-12 SCHG SCHWAB STRATEGIC TR21.9K shares0.00%2025-12-312026-02-12 IWP iShares Russell Mid Cap Growth5.1K shares-2.21%2025-12-312026-02-12 PH PARKER-HANNIFIN CORP790 shares132.35%2025-12-312026-02-12 TSLA TESLA INC1.5K shares8.09%2025-12-312026-02-12 DIA SPDR DOW JONES INDL AVERAGE ET1.4K sharesnew addition2025-12-312026-02-12 EIX EDISON INTL10.6K shares-24.78%2025-12-312026-02-12 MDY SPDR S&P MIDCAP 400 ETF TR1.1K shares0.00%2025-12-312026-02-12 SCZ ISHARES TR8.1K shares-8.50%2025-12-312026-02-12 VTI VANGUARD INDEX FDS1.9K shares-98.61%2025-12-312026-02-12 PFE PFIZER INC25.0K shares11.93%2025-12-312026-02-12 MCK MCKESSON CORP746 shares0.67%2025-12-312026-02-12 CVX CHEVRON CORP NEW4.0K shares-3.15%2025-12-312026-02-12 YUM YUM BRANDS INC4.0K shares1.02%2025-12-312026-02-12 DFUS DIMENSIONAL ETF TRUST8.0K shares0.00%2025-12-312026-02-12 CL COLGATE PALMOLIVE CO7.4K shares0.00%2025-12-312026-02-12 ADI ANALOG DEVICES INC2.1K shares1.24%2025-12-312026-02-12 CAT CATERPILLAR INC1.0K shares0.00%2025-12-312026-02-12 INTC INTEL CORP14.5K shares-6.83%2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR3.7K shares255.28%2025-12-312026-02-12 COF CAPITAL ONE FINL CORP2.2K shares0.00%2025-12-312026-02-12 PHO INVESCO EXCHANGE TRADED FD TR7.2K shares80.85%2025-12-312026-02-12 TOWN TOWNEBANK PORTSMOUTH VA15.2K shares-0.81%2025-12-312026-02-12 NKE NIKE INC7.7K shares-2.09%2025-12-312026-02-12 AMGN AMGEN INC1.5K shares67.19%2025-12-312026-02-12 UNP UNION PAC CORP2.1K shares0.00%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS2.2K shares-1.10%2025-12-312026-02-12 IVE ISHARES TR2.2K shares0.00%2025-12-312026-02-12 IWN iShares Russell 2000 Value2.6K shares0.00%2025-12-312026-02-12 IWC ISHARES TR2.9K shares0.00%2025-12-312026-02-12 NU NU HLDGS LTD26.7K shares16.92%2025-12-312026-02-12 IJT ISHARES TR3.2K shares0.00%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC1.3K shares2.52%2025-12-312026-02-12 CB CHUBB LIMITED1.4K sharesnew addition2025-12-312026-02-12 MO ALTRIA GROUP INC7.6K shares0.00%2025-12-312026-02-12 MYI BLACKROCK MUNIYIELD QUALITY FD39.2K shares0.00%2025-12-312026-02-12 REGN REGENERON PHARMACEUTICALS544 shares0.00%2025-12-312026-02-12 AFL AFLAC INC3.7K shares1.24%2025-12-312026-02-12 CARR CARRIER GLOBAL CORPORATION7.7K shares-23.26%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX FDS7.5K shares-90.60%2025-12-312026-02-12 OLN OLIN CORP19.1K shares-0.58%2025-12-312026-02-12 IWO iShares Russell 2000 Growth1.2K shares0.00%2025-12-312026-02-12 WM WASTE MGMT INC DEL1.8K shares-0.61%2025-12-312026-02-12 ZTEN RBB FD INC7.5K shares-11.33%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.25%2025-12-312026-02-12 AZN ASTRAZENECA PLC4.0K shares3.90%2025-12-312026-02-12 SPMO INVESCO EXCH TRADED FD TR II3.0K sharesnew addition2025-12-312026-02-12 IWS iShares Russell Mid Cap Value2.5K shares-6.37%2025-12-312026-02-12 SBUX STARBUCKS CORP4.3K shares6.51%2025-12-312026-02-12 MDLZ MONDELEZ INTL INC6.6K shares18.19%2025-12-312026-02-12 FDX FEDEX CORP1.2K sharesnew addition2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC391 shares0.00%2025-12-312026-02-12 DFUV DIMENSIONAL ETF TRUST7.3K shares-13.09%2025-12-312026-02-12 CVS CVS HEALTH CORP4.3K shares-0.05%2025-12-312026-02-12 SCHV SCHWAB STRATEGIC TR11.3K shares0.00%2025-12-312026-02-12 OTIS OTIS WORLDWIDE CORP3.8K shares-22.58%2025-12-312026-02-12 DE DEERE & CO708 shares0.00%2025-12-312026-02-12 ELV ELEVANCE HEALTH INC929 shares0.22%2025-12-312026-02-12 GLD SPDR GOLD TR812 shares3.84%2025-12-312026-02-12 BKNG BOOKING HOLDINGS INC60 shares0.00%2025-12-312026-02-12 MGC VANGUARD WORLD FD1.2K shares28.29%2025-12-312026-02-12 ITW ILLINOIS TOOL WKS INC1.3K shares9.83%2025-12-312026-02-12 EME EMCOR GROUP INC503 shares0.00%2025-12-312026-02-12 AZO AUTOZONE INC90 shares0.00%2025-12-312026-02-12 DVY ISHARES TR2.1K shares-0.47%2025-12-312026-02-12 AMAT APPLIED MATLS INC1.2K shares-0.17%2025-12-312026-02-12 NDSN NORDSON CORP1.2K shares-1.44%2025-12-312026-02-12 VTWV Vanguard Russell 2000 Value1.7K shares0.00%2025-12-312026-02-12 FN FABRINET602 shares1.35%2025-12-312026-02-12 CMCSA COMCAST CORP NEW9.0K shares37.21%2025-12-312026-02-12 BAC BANK AMERICA CORP4.7K shares-0.42%2025-12-312026-02-12 WSM WILLIAMS SONOMA INC1.4K shares0.00%2025-12-312026-02-12 PEG PUBLIC SVC ENTERPRISE GRP INC3.2K shares0.00%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC6.1K shares6.09%2025-12-312026-02-12 BN BROOKFIELD CORP5.4K shares49.99%2025-12-312026-02-12 IEMG ISHARES INC3.6K shares0.55%2025-12-312026-02-12 T AT&T INC9.8K shares10.27%2025-12-312026-02-12 GEHC GE HEALTHCARE TECHNOLOGIES INC3.0K shares5.82%2025-12-312026-02-12 DOV DOVER CORP1.2K shares0.00%2025-12-312026-02-12 CASY CASEYS GEN STORES INC422 shares-6.43%2025-12-312026-02-12 MU MICRON TECHNOLOGY INC809 sharesnew addition2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS1.6K sharesnew addition2025-12-312026-02-12 COP CONOCOPHILLIPS2.4K shares0.04%2025-12-312026-02-12 RBIL RBB FD INC4.3K shares-21.32%2025-12-312026-02-12 COWZ PACER FDS TR3.5K sharesnew addition2025-12-312026-02-12 VTV VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-12 MS MORGAN STANLEY1.2K sharesnew addition2025-12-312026-02-12 LINDE PLC LINDE PLC482 shares3.88%2025-12-312026-02-12 CME CME GROUP INC750 shares0.00%2025-12-312026-02-12 PPG PPG INDS INC2.0K shares0.20%2025-12-312026-02-12 MEDTRONIC PLC MEDTRONIC PLC2.1K sharesnew addition2025-12-312026-02-12 VB VANGUARD INDEX FDS784 sharesnew addition2025-12-312026-02-12 TGT TARGET CORP2.1K sharesnew addition2025-12-312026-02-12 NTR NUTRIEN LTD3.3K sharesnew addition2025-12-312026-02-12 OKE ONEOK INC NEW2.2K shares-39.29%2025-12-312026-02-12 DHY CREDIT SUISSE HIGH YIELD BD FD50.0K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available