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CIK: 0001513189
Total reported value
$2.1B
$2.1B
209 檔
78.6%
In Q1 2024, First Western Trust Bank's U.S. equity holdings reached a combined market value of $2.1B, distributed across 209 disclosed stock positions.
During Q1 2024, First Western Trust Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 209 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 57.11% | -3.79% | -6.98% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.73% | +0.54% | +2.18% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.55% | +0.39% | -0.05% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | +0.39% | -0.39% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.27% | +0.45% | -2.68% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | +0.35% | -0.99% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.60% | +0.26% | — | |
| 8 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.34% | — | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.07% | -6.17% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.13% | -19.28% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | +0.03% | +330.10% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.07% | -3.41% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.05% | -4.57% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | -5.12% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.09% | -27.28% | |
| 16 | SLB | Slb LTD | Stock-Energy | 0.53% | -0.05% | -7.24% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.01% | -4.00% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.20% | -3.83% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.49% | -0.06% | -3.20% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.08% | -2.87% | |
| 21 | ACN | Accenture plc | Stock-Tech | 0.45% | -0.06% | -8.90% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | -0.02% | -3.92% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.12% | -4.52% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 0.37% | -0.02% | -4.29% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 0.36% | -0.01% | -5.20% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 0.36% | -0.09% | -4.86% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.06% | -4.08% | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 0.33% | -0.02% | -4.38% | |
| 29 | FISV | Fiserv Inc | Stock-Other | 0.32% | — | -3.24% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | -7.90% | |
| 31 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.31% | -0.07% | +110.77% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.03% | -1.74% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.29% | -0.21% | EXIT | |
| 34 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.28% | -0.01% | -7.93% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.07% | -3.95% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.27% | -0.01% | -4.82% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.26% | +0.01% | -0.93% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.25% | -0.06% | -6.93% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.25% | -0.02% | -4.36% | |
| 40 | FTV | Fortive CORP | Stock-Tech | 0.24% | -0.01% | -5.77% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.24% | -0.03% | -6.75% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.23% | -0.01% | -3.85% | |
| 43 | BLKCHF | Blackrock Inc | Stock-Other | 0.22% | — | -3.57% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.20% | -0.01% | -8.44% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.20% | -0.05% | -5.20% | |
| 46 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.19% | -0.04% | -12.03% | |
| 47 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.18% | -0.04% | +3.42% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.17% | -0.01% | -2.93% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.17% | -0.03% | -6.51% | |
| 50 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.17% | — | — |
According to official SEC Form 13F filings, First Western Trust Bank reported a total U.S. public equity portfolio value of $2.1B across 209 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SYK, VOO, IWR) accounted for 78.6% of total reported equity market value during Q1 2024.
During Q1 2024, First Western Trust Bank's top holdings by market value included SYK (57.1%)、VOO (6.7%)、IWR (4.5%). The largest single position, SYK, represented 57.1% of total portfolio value.
In Q1 2024, First Western Trust Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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