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CIK: 0001513189
Total reported value
$2.1B
$2.1B
194 檔
81.9%
The Q2 2025 SEC filing reveals that First Western Trust Bank held a total portfolio value of $2.1B, covering 194 public equity positions.
During Q2 2025, 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 81.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 57.90% | -3.79% | -0.02% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.76% | +0.54% | -4.27% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.77% | +0.39% | -1.91% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.49% | +0.39% | +2.77% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.67% | +0.31% | +3.85% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.32% | +0.45% | -1.12% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.84% | +0.26% | -0.02% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | +0.35% | -2.80% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.07% | -3.52% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.13% | +3.20% | |
| 11 | WWD | Woodward Inc | Stock-Industrials | 0.71% | +0.16% | -5.79% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | +0.03% | +16.07% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.01% | -1.51% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.07% | -5.14% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.09% | -2.76% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | -1.79% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.02% | +53.40% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.06% | -2.80% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.05% | -46.55% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.07% | +26.01% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.08% | -3.05% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.20% | -4.25% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.31% | +0.12% | -3.77% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.03% | -6.79% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.01% | -1.09% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 0.29% | -0.09% | -0.74% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.25% | -0.06% | -2.49% | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.25% | -0.06% | -2.34% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 0.25% | -0.02% | -3.05% | |
| 30 | FISV | Fiserv Inc | Stock-Other | 0.23% | — | -3.87% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.23% | -0.06% | -6.39% | |
| 32 | ROP | Roper Technologies Inc | Stock-Tech | 0.22% | -0.01% | -3.58% | |
| 33 | VENU | Venu Holding CORP | Stock-Other | 0.21% | — | -30.67% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | -0.21% | EXIT | |
| 35 | SLB | Slb LTD | Stock-Energy | 0.20% | -0.05% | -3.92% | |
| 36 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.20% | -0.07% | -2.45% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.19% | -0.03% | -2.02% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.19% | -0.05% | -1.57% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.19% | -0.02% | -2.07% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.19% | +0.01% | -4.55% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.18% | -0.02% | -4.31% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | +0.03% | +0.37% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.17% | -0.02% | -7.80% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.17% | -0.01% | -1.13% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.16% | -0.03% | -1.00% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.16% | +0.02% | +0.18% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | -4.54% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.02% | -3.50% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.14% | +0.05% | -4.60% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.01% | -1.94% |
According to official SEC Form 13F filings, First Western Trust Bank reported a total U.S. public equity portfolio value of $2.1B across 194 disclosed positions in Q2 2025.
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During Q2 2025, First Western Trust Bank's top holdings by market value included SYK (57.9%)、VOO (6.8%)、IWR (4.8%). The largest single position, SYK, represented 57.9% of total portfolio value.
In Q2 2025, 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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