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CIK: 0001513189
Total reported value
$2.1B
$2.1B
191 檔
78.3%
As reported in its official Q3 2025 Form 13F filing, First Western Trust Bank's tracked investment portfolio stood at $2.1B with 191 total positions.
In Q3 2025, First Western Trust Bank adopted a defensive or profit-taking posture, trimming 127 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 55.23% | -3.79% | -0.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.93% | +0.54% | -6.93% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.82% | +0.39% | -5.72% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.78% | +0.39% | -1.46% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.02% | +0.31% | +6.27% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.67% | +0.45% | +0.69% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.04% | +0.35% | +17.65% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.04% | +0.26% | +0.23% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.13% | -1.01% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.07% | +0.81% | |
| 11 | WWD | Woodward Inc | Stock-Industrials | 0.73% | +0.16% | -1.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.07% | -3.69% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | -3.39% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | +0.03% | -5.01% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.02% | +0.25% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.05% | -4.16% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.01% | -1.60% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | -0.06% | -3.98% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.09% | -4.20% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.07% | -5.55% | |
| 21 | VENU | Venu Holding CORP | Stock-Other | 0.38% | — | +62.48% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.08% | -2.58% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.20% | -3.24% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.03% | -6.16% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | -2.10% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.27% | +0.12% | -2.28% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.25% | -0.06% | -2.24% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.24% | -0.09% | -4.23% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 0.24% | -0.02% | -6.45% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | -0.06% | -4.77% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.21% | -0.03% | -3.51% | |
| 32 | SLB | Slb LTD | Stock-Energy | 0.20% | -0.05% | -5.16% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | +0.03% | +3.03% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.20% | -0.02% | -5.55% | |
| 35 | ROP | Roper Technologies Inc | Stock-Tech | 0.19% | -0.01% | -3.95% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.19% | -0.21% | EXIT | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.18% | -0.02% | -4.21% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.18% | -0.01% | -5.49% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.17% | -0.02% | -3.64% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.17% | +0.01% | -4.67% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.17% | -0.06% | -11.00% | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.17% | -0.05% | -5.31% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | +3.23% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.17% | +0.02% | -5.46% | |
| 45 | FISV | Fiserv Inc | Stock-Other | 0.16% | — | -10.04% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.16% | +0.05% | -1.51% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.02% | -3.16% | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.15% | -0.04% | -0.83% | |
| 49 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.14% | -0.07% | -8.49% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.14% | -0.03% | -4.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -1.46% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.5% | +17.65% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +6.27% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +0.4% | +0.69% | Trim |
| 5 | NVDA | Nvidia CORP | +0.3% | +0.25% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.81% | Trim |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.23% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.69% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | -1.01% | Add |
| 10 | WWD | Woodward Inc | +0.1% | -1.17% | Trim |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | -6.93% | Trim |
| 12 | VENU | Venu Holding CORP | +0.1% | +62.48% | Add |
| 13 | VTWO | Vanguard Russell 2000 ETF | +0.1% | -5.55% | Add |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -5.01% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -3.39% | Trim |
| 16 | GE | General Electric | 0% | -14.61% | Trim |
| 17 | LHX | L3harris Technologies Inc | 0% | -0.83% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | 0% | -1.41% | Trim |
| 19 | IWR | Ishares Russell Mid-cap ETF | 0% | -5.72% | Trim |
| 20 | TJX | Tjx Companies Inc | 0% | -3.98% | Trim |
| 21 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.03% | Add |
| 22 | GEV | GE Vernova Inc | 0% | -12.37% | Add |
| 23 | AVGO | Broadcom Inc | 0% | -0.30% | Add |
| 24 | LWLG | Lightwave Logic Inc | 0% | — | Unchanged |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | -6.16% | Trim |
| 26 | EFA | Ishares Msci Eafe ETF | 0% | -2.10% | Trim |
| 27 | BLK | Blackrock Inc | 0% | -3.51% | Trim |
| 28 | EMR | Emerson Electric Co | 0% | -0.30% | Trim |
| 29 | TSLA | Tesla Inc | 0% | +2.12% | Add |
| 30 | RTX | Rtx CORP | 0% | -0.46% | Trim |
| 31 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 32 | IWB | Ishares Russell 1000 ETF | 0% | -1.51% | Trim |
| 33 | MYFW | First Western Financial Inc | 0% | -2.81% | Trim |
| 34 | ETN | Eaton Corporation plc | 0% | -2.55% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | -5.46% | Trim |
| 36 | WMT | Walmart Inc | 0% | -2.13% | Trim |
| 37 | DFAS | Dimensional US Small Cap ETF | 0% | -5.49% | Trim |
| 38 | DIS | Walt Disney Co/the | 0% | -3.69% | Trim |
| 39 | AXP | American Express Co | 0% | -0.40% | Trim |
| 40 | JNJ | Johnson & Johnson | 0% | -3.16% | Trim |
| 41 | EL | Estee Lauder Companies-cl A | 0% | -4.30% | Trim |
| 42 | XEL | Xcel Energy Inc | 0% | -8.19% | Trim |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Trim |
| 44 | NU | Nu Holdings Ltd. | 0% | — | Unchanged |
| 45 | IWO | Ishares Russell 2000 Growth | 0% | +7.71% | Add |
| 46 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 47 | AMZN | Amazon.com Inc | 0% | -0.86% | Trim |
| 48 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 49 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 50 | INTU | Intuit Inc | — | -4.23% | Trim |
According to official SEC Form 13F filings, First Western Trust Bank reported a total U.S. public equity portfolio value of $2.1B across 191 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 78.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
JNK
市值: $1.3M
Top Position Liquidated / Trimmed
EWG
前期市值: $1.0M
During Q3 2025, First Western Trust Bank's top holdings by market value included SYK (55.2%)、VOO (6.9%)、IWR (4.8%). The largest single position, SYK, represented 55.2% of total portfolio value.
In Q3 2025, First Western Trust Bank made 175 total portfolio adjustments, initiating 13 new buys, adding to 24 positions, trimming 127 holdings, and fully liquidating 11 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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