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CIK: 0001513189
Total reported value
$2.1B
$2.1B
197 檔
73.9%
At the close of Q4 2025, First Western Trust Bank disclosed equity holdings valued at approximately $2.1B, spread across 197 reported holdings.
First Western Trust Bank executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 6 holdings and trimming 83 positions.
In terms of portfolio concentration, the top 5 core holdings (including SYK, VOO, IWR) accounted for 73.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 56.21% | -3.79% | -0.01% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.28% | +0.54% | -4.17% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.06% | +0.39% | -1.66% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.14% | +0.31% | -3.98% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.87% | +0.45% | -1.35% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.07% | +0.35% | -9.15% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.57% | +0.13% | +2.25% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | +0.39% | -63.11% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.07% | +2.02% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.07% | +0.50% | +10298.15% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.07% | +2.55% | |
| 12 | WWD | Woodward Inc | Stock-Industrials | 0.94% | +0.16% | +0.05% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.01% | -1.21% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | +0.03% | -2.49% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.02% | +0.87% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.01% | +2.83% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.09% | -2.21% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.43% | +0.07% | +1.74% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.08% | +2.03% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.05% | -1.09% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | -0.06% | -37.21% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.03% | -6.39% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.20% | +1.55% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | -7.02% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.29% | -0.06% | -1.53% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.26% | +0.12% | -4.30% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.02% | -0.50% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.25% | -0.06% | +3.99% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.25% | -0.09% | -1.42% | |
| 30 | ECL | Ecolab Inc | Stock-Materials | 0.24% | -0.02% | -2.17% | |
| 31 | SLB | Slb LTD | Stock-Energy | 0.24% | -0.05% | -1.47% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.23% | -0.02% | +4.96% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.22% | +0.01% | -0.73% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | — | +20.70% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.21% | -0.03% | -0.81% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.01% | +221.44% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.02% | +7.86% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.20% | -0.02% | -0.32% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.18% | -0.21% | EXIT | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | — | -0.14% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.18% | -0.06% | -9.68% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | +0.02% | -0.08% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.18% | -0.01% | -6.84% | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.17% | -0.05% | -1.40% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | +0.05% | — | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.17% | -0.01% | -5.60% | |
| 47 | VENU | Venu Holding CORP | Stock-Other | 0.17% | — | -38.45% | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.16% | -0.04% | +0.64% | |
| 49 | GE | General Electric | Stock-Industrials | 0.15% | +0.04% | +0.57% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +1.1% | +10298.15% | Add |
| 2 | SYK | Stryker CORP | +1% | -0.01% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | -4.17% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.55% | Add |
| 5 | IWR | Ishares Russell Mid-cap ETF | +0.2% | -1.66% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | +2.25% | Add |
| 7 | WWD | Woodward Inc | +0.2% | +0.05% | Add |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | -1.35% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | +221.44% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | -3.98% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +20.70% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | +2.83% | Add |
| 13 | AXP | American Express Co | +0.1% | +60.44% | Add |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.50% | Trim |
| 15 | DHR | Danaher CORP | +0.1% | +4.96% | Add |
| 16 | MAR | Marriott International -cl A | +0.1% | -0.73% | Trim |
| 17 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +1.74% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -1.21% | Trim |
| 19 | JNJ | Johnson & Johnson | 0% | +7.86% | Add |
| 20 | GILD | Gilead Sciences Inc | 0% | -1.53% | Trim |
| 21 | SLB | Slb LTD | 0% | -1.47% | Trim |
| 22 | MCD | Mcdonald's CORP | 0% | +2.03% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | 0% | -2.49% | Trim |
| 24 | NVDA | Nvidia CORP | 0% | +0.87% | Add |
| 25 | VEA | Vanguard Ftse Developed ETF | 0% | -9.15% | Trim |
| 26 | KNX | Knight-swift Transportation | 0% | — | Unchanged |
| 27 | PEP | Pepsico Inc | 0% | +15.60% | Add |
| 28 | SPGI | S&p Global Inc | 0% | -0.32% | Trim |
| 29 | MSFT | Microsoft CORP | 0% | +2.02% | Add |
| 30 | PH | Parker Hannifin CORP | 0% | +132.35% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | +1.84% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | +59.23% | Add |
| 33 | WFC | Wells Fargo & Co | 0% | +61.79% | Add |
| 34 | EMR | Emerson Electric Co | 0% | +11.51% | Add |
| 35 | BMY | Bristol-myers Squibb Co | 0% | -0.07% | Trim |
| 36 | ABBV | Abbvie Inc | 0% | +25.82% | Add |
| 37 | XLK | Ss Technology Select Sector | 0% | +255.28% | Add |
| 38 | WMT | Walmart Inc | 0% | +0.86% | Add |
| 39 | PG | Procter & Gamble Co/the | 0% | +16.56% | Add |
| 40 | RTX | Rtx CORP | 0% | -0.11% | Trim |
| 41 | FTV | Fortive CORP | 0% | -2.19% | Trim |
| 42 | GE | General Electric | 0% | +0.57% | Add |
| 43 | IWF | Ishares Russell 1000 Growth | 0% | -6.39% | Trim |
| 44 | AMGN | Amgen Inc | 0% | +67.19% | Add |
| 45 | INTU | Intuit Inc | 0% | -1.42% | Trim |
| 46 | PHO | Invesco Water Resources ETF | 0% | +80.85% | Add |
| 47 | EL | Estee Lauder Companies-cl A | 0% | -4.60% | Trim |
| 48 | ABT | Abbott Laboratories | 0% | +3.99% | Add |
| 49 | AVGO | Broadcom Inc | 0% | +5.43% | Add |
| 50 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
According to official SEC Form 13F filings, First Western Trust Bank reported a total U.S. public equity portfolio value of $2.1B across 197 disclosed positions in Q4 2025.
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Top New Position Initiated
DIA
市值: $672.8K
Top Position Liquidated / Trimmed
FISV
前期市值: $3.5M
During Q4 2025, First Western Trust Bank's top holdings by market value included SYK (56.2%)、VOO (7.3%)、IWR (5.1%). The largest single position, SYK, represented 56.2% of total portfolio value.
In Q4 2025, First Western Trust Bank made 164 total portfolio adjustments, initiating 12 new buys, adding to 63 positions, trimming 83 holdings, and fully liquidating 6 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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