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CIK: 0001513189
Total reported value
$2.1B
$2.1B
204 檔
80.3%
At the close of Q3 2024, First Western Trust Bank disclosed equity holdings valued at approximately $2.1B, spread across 204 reported holdings.
During Q3 2024, First Western Trust Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SYK, VOO, IWR) accounted for 80.3% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 56.81% | -3.79% | -0.07% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.31% | +0.54% | -8.68% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.54% | +0.39% | -1.19% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.97% | +0.39% | -0.34% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.43% | +0.45% | +4.37% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.72% | +0.35% | -0.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | +0.26% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.36% | +0.31% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.13% | -2.24% | |
| 10 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.13% | — | -22.58% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.07% | -6.93% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.05% | -10.01% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.07% | -10.45% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | +0.03% | -5.44% | |
| 15 | WWD | Woodward Inc | Stock-Industrials | 0.54% | +0.16% | +359.59% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.09% | -6.85% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.45% | -0.06% | -6.75% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.01% | -5.43% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.01% | -10.33% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.20% | -10.50% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.08% | -10.06% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | +0.12% | -9.89% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.33% | -0.02% | -10.23% | |
| 24 | ACN | Accenture plc | Stock-Tech | 0.33% | -0.06% | -14.75% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 0.31% | -0.02% | -9.08% | |
| 26 | SLB | Slb LTD | Stock-Energy | 0.31% | -0.05% | -9.03% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.03% | -3.45% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.01% | -3.41% | |
| 29 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.28% | -0.07% | -12.27% | |
| 30 | ECL | Ecolab Inc | Stock-Materials | 0.28% | -0.02% | -8.63% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.28% | — | -8.17% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.07% | -1.61% | |
| 33 | ROP | Roper Technologies Inc | Stock-Tech | 0.26% | -0.01% | -13.55% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.26% | -0.09% | -10.74% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.25% | -0.06% | -11.52% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.22% | -0.21% | EXIT | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.22% | -0.02% | -11.86% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.21% | -0.06% | -8.34% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.20% | -0.03% | -12.34% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.20% | +0.01% | -10.88% | |
| 41 | BLKCHF | Blackrock Inc | Stock-Other | 0.20% | — | -8.83% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.18% | -0.01% | -15.65% | |
| 43 | ICE | Intercontinental Exchange In | Stock-Financials | 0.18% | -0.05% | -8.97% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.18% | -0.03% | -9.58% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.18% | -0.01% | -6.30% | |
| 46 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.17% | — | — | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.17% | -0.01% | -15.16% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | +0.03% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.17% | +0.02% | -4.73% | |
| 50 | EES | Wisdomtree US Smallcap 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 204 disclosed positions in Q3 2024.
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During Q3 2024, First Western Trust Bank's top holdings by market value included SYK (56.8%)、VOO (7.3%)、IWR (4.5%). The largest single position, SYK, represented 56.8% of total portfolio value.
In Q3 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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