$1.95 Billion is the total value of First Western Trust Bank's 279 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SYK | New | STRYKER CORPORATION | $1,090,886,000 | – | 4,053,229 | +100.0% | 56.05% | – |
VOO | New | VANGUARD INDEX FDS | $124,660,000 | – | 295,787 | +100.0% | 6.40% | – |
IWR | New | ISHARES TRrus mid cap etf | $80,196,000 | – | 1,014,159 | +100.0% | 4.12% | – |
IWM | New | ISHARES TRrussell 2000 etf | $59,794,000 | – | 288,267 | +100.0% | 3.07% | – |
VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $39,353,000 | – | 806,757 | +100.0% | 2.02% | – |
MSFT | New | MICROSOFT CORP | $25,053,000 | – | 79,855 | +100.0% | 1.29% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $22,915,000 | – | 49,957 | +100.0% | 1.18% | – |
AAPL | New | APPLE INC | $21,302,000 | – | 119,824 | +100.0% | 1.09% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $16,457,000 | – | 5,799 | +100.0% | 0.85% | – |
COST | New | COSTCO WHSL CORP NEW | $13,698,000 | – | 23,761 | +100.0% | 0.70% | – |
IJH | New | ISHARES TRcore s&p mcp etf | $13,192,000 | – | 48,444 | +100.0% | 0.68% | – |
SCHW | New | SCHWAB CHARLES CORP | $11,767,000 | – | 132,568 | +100.0% | 0.60% | – |
WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $11,455,000 | – | 286,443 | +100.0% | 0.59% | – |
ACN | New | ACCENTURE PLC IRELAND | $11,100,000 | – | 32,794 | +100.0% | 0.57% | – |
NKE | New | NIKE INCcl b | $10,944,000 | – | 78,997 | +100.0% | 0.56% | – |
DHR | New | DANAHER CORPORATION | $10,927,000 | – | 36,748 | +100.0% | 0.56% | – |
V | New | VISA INC | $10,888,000 | – | 48,618 | +100.0% | 0.56% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $10,609,000 | – | 17,827 | +100.0% | 0.54% | – |
TXN | New | TEXAS INSTRS INC | $10,586,000 | – | 56,469 | +100.0% | 0.54% | – |
SLB | New | SCHLUMBERGER LTD | $10,426,000 | – | 246,991 | +100.0% | 0.54% | – |
EL | New | LAUDER ESTEE COS INCcl a | $10,398,000 | – | 37,248 | +100.0% | 0.53% | – |
HD | New | HOME DEPOT INC | $10,027,000 | – | 32,507 | +100.0% | 0.52% | – |
MCD | New | MCDONALDS CORP | $9,661,000 | – | 38,796 | +100.0% | 0.50% | – |
ORCL | New | ORACLE CORP | $9,388,000 | – | 112,619 | +100.0% | 0.48% | – |
ABT | New | ABBOTT LABS | $9,112,000 | – | 75,696 | +100.0% | 0.47% | – |
IWF | New | ISHARES TRrus 1000 grw etf | $8,975,000 | – | 31,839 | +100.0% | 0.46% | – |
JPM | New | JPMORGAN CHASE & CO | $8,469,000 | – | 60,263 | +100.0% | 0.44% | – |
AMT | New | AMERICAN TOWER CORP NEW | $8,317,000 | – | 33,151 | +100.0% | 0.43% | – |
BLK | New | BLACKROCK INC | $8,108,000 | – | 10,430 | +100.0% | 0.42% | – |
FRC | New | FIRST REP BK SAN FRANCISCO C | $7,678,000 | – | 46,250 | +100.0% | 0.39% | – |
ROP | New | ROPER TECHNOLOGIES INC | $7,437,000 | – | 15,547 | +100.0% | 0.38% | – |
NEE | New | NEXTERA ENERGY INC | $7,219,000 | – | 84,434 | +100.0% | 0.37% | – |
HON | New | HONEYWELL INTL INC | $7,209,000 | – | 36,678 | +100.0% | 0.37% | – |
VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $7,165,000 | – | 85,517 | +100.0% | 0.37% | – |
TJX | New | TJX COS INC NEW | $7,109,000 | – | 114,673 | +100.0% | 0.36% | – |
UNP | New | UNION PAC CORP | $7,000,000 | – | 25,299 | +100.0% | 0.36% | – |
DIS | New | DISNEY WALT CO | $6,843,000 | – | 48,548 | +100.0% | 0.35% | – |
SPGI | New | S&P GLOBAL INC | $6,428,000 | – | 15,343 | +100.0% | 0.33% | – |
INTU | New | INTUIT | $6,352,000 | – | 13,461 | +100.0% | 0.33% | – |
EFA | New | ISHARES TRmsci eafe etf | $6,131,000 | – | 81,923 | +100.0% | 0.32% | – |
ECL | New | ECOLAB INC | $6,059,000 | – | 33,588 | +100.0% | 0.31% | – |
DG | New | DOLLAR GEN CORP NEW | $5,794,000 | – | 25,470 | +100.0% | 0.30% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED | $5,490,000 | – | 11,933 | +100.0% | 0.28% | – |
PYPL | New | PAYPAL HLDGS INC | $5,398,000 | – | 45,560 | +100.0% | 0.28% | – |
IWS | New | ISHARES TRrus mdcp val etf | $5,291,000 | – | 43,668 | +100.0% | 0.27% | – |
ICE | New | INTERCONTINENTAL EXCHANGE IN | $5,229,000 | – | 38,921 | +100.0% | 0.27% | – |
IWD | New | ISHARES TRrus 1000 val etf | $4,848,000 | – | 28,781 | +100.0% | 0.25% | – |
FISV | New | FISERV INC | $4,585,000 | – | 44,884 | +100.0% | 0.24% | – |
MYFW | New | FIRST WESTN FINL INC | $4,512,000 | – | 143,487 | +100.0% | 0.23% | – |
IVV | New | ISHARES TRcore s&p500 etf | $4,293,000 | – | 9,316 | +100.0% | 0.22% | – |
FTV | New | FORTIVE CORP | $4,254,000 | – | 68,463 | +100.0% | 0.22% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $4,235,000 | – | 24,003 | +100.0% | 0.22% | – |
JNJ | New | JOHNSON & JOHNSON | $4,141,000 | – | 23,056 | +100.0% | 0.21% | – |
GILD | New | GILEAD SCIENCES INC | $4,018,000 | – | 67,345 | +100.0% | 0.21% | – |
IJR | New | ISHARES TRcore s&p scp etf | $3,989,000 | – | 36,588 | +100.0% | 0.20% | – |
DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $3,852,000 | – | 67,800 | +100.0% | 0.20% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO | $3,146,000 | – | 42,666 | +100.0% | 0.16% | – |
PEP | New | PEPSICO INC | $3,075,000 | – | 18,305 | +100.0% | 0.16% | – |
PG | New | PROCTER AND GAMBLE CO | $3,047,000 | – | 19,734 | +100.0% | 0.16% | – |
KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $2,835,000 | – | 54,105 | +100.0% | 0.15% | – |
IWB | New | ISHARES TRrus 1000 etf | $2,689,000 | – | 10,617 | +100.0% | 0.14% | – |
KO | New | COCA COLA CO | $2,682,000 | – | 43,120 | +100.0% | 0.14% | – |
APD | New | AIR PRODS & CHEMS INC | $2,621,000 | – | 10,354 | +100.0% | 0.14% | – |
SSRM | New | SSR MNG INC | $2,225,000 | – | 101,865 | +100.0% | 0.11% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $2,220,000 | – | 17,247 | +100.0% | 0.11% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $2,180,000 | – | 28,048 | +100.0% | 0.11% | – |
GOOG | New | ALPHABET INCcap stk cl c | $2,179,000 | – | 764 | +100.0% | 0.11% | – |
EMR | New | EMERSON ELEC CO | $2,154,000 | – | 21,758 | +100.0% | 0.11% | – |
IJK | New | ISHARES TRs&p mc 400gr etf | $1,990,000 | – | 25,303 | +100.0% | 0.10% | – |
XOM | New | EXXON MOBIL CORP | $1,904,000 | – | 22,731 | +100.0% | 0.10% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,808,000 | – | 5,056 | +100.0% | 0.09% | – |
IWN | New | ISHARES TRrus 2000 val etf | $1,749,000 | – | 10,718 | +100.0% | 0.09% | – |
PFE | New | PFIZER INC | $1,648,000 | – | 31,416 | +100.0% | 0.08% | – |
AMZN | New | AMAZON COM INC | $1,520,000 | – | 457 | +100.0% | 0.08% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $1,496,000 | – | 13,636 | +100.0% | 0.08% | – |
CVX | New | CHEVRON CORP NEW | $1,444,000 | – | 8,722 | +100.0% | 0.07% | – |
LMT | New | LOCKHEED MARTIN CORP | $1,416,000 | – | 3,176 | +100.0% | 0.07% | – |
WMT | New | WALMART INC | $1,335,000 | – | 8,905 | +100.0% | 0.07% | – |
SCZ | New | ISHARES TReafe sml cp etf | $1,335,000 | – | 19,834 | +100.0% | 0.07% | – |
XEL | New | XCEL ENERGY INC | $1,337,000 | – | 18,487 | +100.0% | 0.07% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $1,309,000 | – | 5,800 | +100.0% | 0.07% | – |
IWO | New | ISHARES TRrus 2000 grw etf | $1,253,000 | – | 4,839 | +100.0% | 0.06% | – |
INTC | New | INTEL CORP | $1,246,000 | – | 24,225 | +100.0% | 0.06% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,239,000 | – | 2,488 | +100.0% | 0.06% | – |
DVY | New | ISHARES TRselect divid etf | $1,188,000 | – | 9,173 | +100.0% | 0.06% | – |
MA | New | MASTERCARD INCORPORATEDcl a | $1,168,000 | – | 3,225 | +100.0% | 0.06% | – |
ABBV | New | ABBVIE INC | $1,150,000 | – | 7,020 | +100.0% | 0.06% | – |
IWP | New | ISHARES TRrus md cp gr etf | $1,128,000 | – | 11,062 | +100.0% | 0.06% | – |
BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $1,072,000 | – | 2 | +100.0% | 0.06% | – |
New | DIMENSIONAL ETF TRUSTinternatnal val | $1,067,000 | – | 31,322 | +100.0% | 0.06% | – | |
MRK | New | MERCK & CO INC | $1,078,000 | – | 13,081 | +100.0% | 0.06% | – |
OLN | New | OLIN CORP | $1,041,000 | – | 19,676 | +100.0% | 0.05% | – |
PGR | New | PROGRESSIVE CORP | $1,022,000 | – | 8,722 | +100.0% | 0.05% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $978,000 | – | 9,700 | +100.0% | 0.05% | – |
New | GENERAL ELECTRIC CO | $936,000 | – | 9,899 | +100.0% | 0.05% | – | |
MMM | New | 3M CO | $899,000 | – | 5,938 | +100.0% | 0.05% | – |
UNH | New | UNITEDHEALTH GROUP INC | $875,000 | – | 1,681 | +100.0% | 0.04% | – |
T | New | AT&T INC | $848,000 | – | 35,118 | +100.0% | 0.04% | – |
FB | New | META PLATFORMS INCcl a | $813,000 | – | 3,569 | +100.0% | 0.04% | – |
VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $808,000 | – | 5,331 | +100.0% | 0.04% | – |
ITM | New | VANECK ETF TRUSTintrmdt muni etf | $791,000 | – | 16,727 | +100.0% | 0.04% | – |
PM | New | PHILIP MORRIS INTL INC | $783,000 | – | 8,337 | +100.0% | 0.04% | – |
LLY | New | LILLY ELI & CO | $713,000 | – | 2,460 | +100.0% | 0.04% | – |
IVE | New | ISHARES TRs&p 500 val etf | $728,000 | – | 4,614 | +100.0% | 0.04% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $713,000 | – | 3,375 | +100.0% | 0.04% | – |
QCOM | New | QUALCOMM INC | $707,000 | – | 4,632 | +100.0% | 0.04% | – |
CAT | New | CATERPILLAR INC | $692,000 | – | 3,103 | +100.0% | 0.04% | – |
IYW | New | ISHARES TRu.s. tech etf | $702,000 | – | 6,700 | +100.0% | 0.04% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $710,000 | – | 3,119 | +100.0% | 0.04% | – |
CI | New | CIGNA CORP NEW | $690,000 | – | 2,807 | +100.0% | 0.04% | – |
AXP | New | AMERICAN EXPRESS CO | $624,000 | – | 3,287 | +100.0% | 0.03% | – |
ANTM | New | ANTHEM INC | $599,000 | – | 1,191 | +100.0% | 0.03% | – |
NVDA | New | NVIDIA CORPORATION | $585,000 | – | 2,112 | +100.0% | 0.03% | – |
BAC | New | BK OF AMERICA CORP | $586,000 | – | 13,629 | +100.0% | 0.03% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $584,000 | – | 4,420 | +100.0% | 0.03% | – |
CL | New | COLGATE PALMOLIVE CO | $569,000 | – | 7,450 | +100.0% | 0.03% | – |
PPG | New | PPG INDS INC | $572,000 | – | 4,301 | +100.0% | 0.03% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $567,000 | – | 10,999 | +100.0% | 0.03% | – |
TOWN | New | TOWNEBANK PORTSMOUTH VA | $527,000 | – | 17,378 | +100.0% | 0.03% | – |
MO | New | ALTRIA GROUP INC | $498,000 | – | 9,563 | +100.0% | 0.03% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $515,000 | – | 2,340 | +100.0% | 0.03% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $490,000 | – | 2,035 | +100.0% | 0.02% | – |
CMCSA | New | COMCAST CORP NEWcl a | $482,000 | – | 10,098 | +100.0% | 0.02% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC | $491,000 | – | 1,948 | +100.0% | 0.02% | – |
TGT | New | TARGET CORP | $462,000 | – | 2,081 | +100.0% | 0.02% | – |
SBUX | New | STARBUCKS CORP | $474,000 | – | 5,208 | +100.0% | 0.02% | – |
ICF | New | ISHARES TRcohen steer reit | $472,000 | – | 6,567 | +100.0% | 0.02% | – |
IJT | New | ISHARES TRs&p sml 600 gwt | $451,000 | – | 3,555 | +100.0% | 0.02% | – |
YUM | New | YUM BRANDS INC | $442,000 | – | 3,658 | +100.0% | 0.02% | – |
CARR | New | CARRIER GLOBAL CORPORATION | $423,000 | – | 8,898 | +100.0% | 0.02% | – |
CSCO | New | CISCO SYS INC | $428,000 | – | 7,629 | +100.0% | 0.02% | – |
TXT | New | TEXTRON INC | $401,000 | – | 5,332 | +100.0% | 0.02% | – |
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $416,000 | – | 8,876 | +100.0% | 0.02% | – |
ADI | New | ANALOG DEVICES INC | $400,000 | – | 2,401 | +100.0% | 0.02% | – |
URTY | New | PROSHARES TRultr russl2000 | $388,000 | – | 5,151 | +100.0% | 0.02% | – |
UPRO | New | PROSHARES TRultrapro s&p500 | $396,000 | – | 6,226 | +100.0% | 0.02% | – |
VB | New | 1VANGUARD INDEX FDSsmall cp etf | $391,000 | – | 1,815 | +100.0% | 0.02% | – |
DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $397,000 | – | 7,994 | +100.0% | 0.02% | – |
MDLZ | New | MONDELEZ INTL INCcl a | $367,000 | – | 5,846 | +100.0% | 0.02% | – |
TT | New | TRANE TECHNOLOGIES PLC | $371,000 | – | 2,341 | +100.0% | 0.02% | – |
ETN | New | EATON CORP PLC | $379,000 | – | 2,439 | +100.0% | 0.02% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $362,000 | – | 1,565 | +100.0% | 0.02% | – |
DUK | New | DUKE ENERGY CORP NEW | $352,000 | – | 3,162 | +100.0% | 0.02% | – |
SANW | New | S&W SEED CO | $348,000 | – | 157,681 | +100.0% | 0.02% | – |
VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $350,000 | – | 3,400 | +100.0% | 0.02% | – |
AMGN | New | AMGEN INC | $334,000 | – | 1,376 | +100.0% | 0.02% | – |
REGN | New | REGENERON PHARMACEUTICALS | $333,000 | – | 481 | +100.0% | 0.02% | – |
SITE | New | SITEONE LANDSCAPE SUPPLY INC | $330,000 | – | 1,995 | +100.0% | 0.02% | – |
IWC | New | ISHARES TRmicro-cap etf | $334,000 | – | 2,590 | +100.0% | 0.02% | – |
OTIS | New | OTIS WORLDWIDE CORP | $330,000 | – | 4,244 | +100.0% | 0.02% | – |
DXCM | New | DEXCOM INC | $332,000 | – | 640 | +100.0% | 0.02% | – |
WM | New | WASTE MGMT INC DEL | $335,000 | – | 2,103 | +100.0% | 0.02% | – |
IEMG | New | ISHARES INCcore msci emkt | $293,000 | – | 5,197 | +100.0% | 0.02% | – |
CVS | New | CVS HEALTH CORP | $301,000 | – | 2,904 | +100.0% | 0.02% | – |
IJS | New | ISHARES TRsp smcp600vl etf | $291,000 | – | 2,813 | +100.0% | 0.02% | – |
EXR | New | EXTRA SPACE STORAGE INC | $292,000 | – | 1,398 | +100.0% | 0.02% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $291,000 | – | 6,352 | +100.0% | 0.02% | – |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $295,000 | – | 1,845 | +100.0% | 0.02% | – |
COP | New | CONOCOPHILLIPS | $279,000 | – | 2,762 | +100.0% | 0.01% | – |
EEMV | New | ISHARES INCmsci emerg mrkt | $267,000 | – | 4,335 | +100.0% | 0.01% | – |
USB | New | US BANCORP DEL | $269,000 | – | 4,871 | +100.0% | 0.01% | – |
BAX | New | BAXTER INTL INC | $265,000 | – | 3,340 | +100.0% | 0.01% | – |
AFL | New | AFLAC INC | $257,000 | – | 3,919 | +100.0% | 0.01% | – |
ASML | New | ASML HOLDING N V | $255,000 | – | 372 | +100.0% | 0.01% | – |
GIS | New | GENERAL MLS INC | $247,000 | – | 3,637 | +100.0% | 0.01% | – |
VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $262,000 | – | 1,832 | +100.0% | 0.01% | – |
SITM | New | SITIME CORP | $251,000 | – | 1,006 | +100.0% | 0.01% | – |
GLD | New | SPDR GOLD TR | $256,000 | – | 1,415 | +100.0% | 0.01% | – |
AVGO | New | BROADCOM INC | $232,000 | – | 367 | +100.0% | 0.01% | – |
XLF | New | SELECT SECTOR SPDR TRfinancial | $242,000 | – | 6,178 | +100.0% | 0.01% | – |
DFS | New | DISCOVER FINL SVCS | $227,000 | – | 2,007 | +100.0% | 0.01% | – |
TSLA | New | TESLA INC | $240,000 | – | 219 | +100.0% | 0.01% | – |
BA | New | BOEING CO | $226,000 | – | 1,157 | +100.0% | 0.01% | – |
HPQ | New | HP INC | $234,000 | – | 6,034 | +100.0% | 0.01% | – |
HRI | New | HERC HLDGS INC | $239,000 | – | 1,452 | +100.0% | 0.01% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $240,000 | – | 1,601 | +100.0% | 0.01% | – |
MPC | New | MARATHON PETE CORP | $231,000 | – | 2,715 | +100.0% | 0.01% | – |
DE | New | DEERE & CO | $229,000 | – | 551 | +100.0% | 0.01% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $215,000 | – | 2,010 | +100.0% | 0.01% | – |
WFC | New | WELLS FARGO CO NEW | $218,000 | – | 4,356 | +100.0% | 0.01% | – |
LOW | New | LOWES COS INC | $214,000 | – | 1,021 | +100.0% | 0.01% | – |
PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $215,000 | – | 4,000 | +100.0% | 0.01% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $220,000 | – | 3,146 | +100.0% | 0.01% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $202,000 | – | 1,252 | +100.0% | 0.01% | – |
VRRM | New | VERRA MOBILITY CORP | $157,000 | – | 10,000 | +100.0% | 0.01% | – |
XXII | New | 22ND CENTY GROUP INC | $43,000 | – | 18,051 | +100.0% | 0.00% | – |
JLL | New | JONES LANG LASALLE INC | $0 | – | 0 | +100.0% | 0.00% | – |
SAN | New | BANCO SANTANDER S.A.adr | $0 | – | 0 | +100.0% | 0.00% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $0 | – | 0 | +100.0% | 0.00% | – |
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $0 | – | 0 | +100.0% | 0.00% | – |
VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | 0 | +100.0% | 0.00% | – |
NFLX | New | NETFLIX INC | $0 | – | 0 | +100.0% | 0.00% | – |
KMB | New | KIMBERLY-CLARK CORP | $0 | – | 0 | +100.0% | 0.00% | – |
UBER | New | UBER TECHNOLOGIES INC | $0 | – | 0 | +100.0% | 0.00% | – |
YUMC | New | YUM CHINA HLDGS INC | $0 | – | 0 | +100.0% | 0.00% | – |
FSP | New | FRANKLIN STR PPTYS CORP | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
STRYKER CORPORATION | 10 | Q2 2024 | 57.1% |
VANGUARD INDEX FDS S&P 500 ETF SHS | 10 | Q2 2024 | 8.0% |
ISHARES TR | 10 | Q2 2024 | 4.7% |
ISHARES TR | 10 | Q2 2024 | 3.3% |
SPDR S&P 500 ETF TRUST | 10 | Q2 2024 | 3.0% |
VANGUARD TAX-MANAGED INTL FD | 10 | Q2 2024 | 2.1% |
MICROSOFT CORP COM | 10 | Q2 2024 | 1.4% |
APPLE INC COM | 10 | Q2 2024 | 1.2% |
ISHARES TR | 10 | Q2 2024 | 1.3% |
VANGUARD INDEX FDS TOTAL STK MKT | 10 | Q2 2024 | 1.7% |
View First Western Trust Bank's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
STRYKER CORP | February 22, 2012 | 17,142,045 | 4.5% |
View First Western Trust Bank's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-23 |
13F-HR | 2024-08-05 |
13F-HR | 2024-05-16 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-12 |
View First Western Trust Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.