$1.51 Billion is the total value of First Western Trust Bank's 284 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTus mktwide value | $1,145,000 | – | 36,268 | +100.0% | 0.08% | – | |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $405,000 | – | 6,338 | +100.0% | 0.03% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $252,000 | – | 1,751 | +100.0% | 0.02% | – |
| AZO | New | AUTOZONE INC | $225,000 | – | 105 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| STRYKER CORPORATION | 7 | Q3 2023 | 56.8% |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 7 | Q3 2023 | 6.7% |
| ISHARES TR | 7 | Q3 2023 | 4.7% |
| ISHARES TR | 7 | Q3 2023 | 3.3% |
| SPDR S&P 500 ETF TRUST | 7 | Q3 2023 | 2.2% |
| VANGUARD TAX-MANAGED INTL FD | 7 | Q3 2023 | 2.1% |
| MICROSOFT CORP COM | 7 | Q3 2023 | 1.3% |
| APPLE INC COM | 7 | Q3 2023 | 1.2% |
| ISHARES TR | 7 | Q3 2023 | 1.3% |
| ALPHABET INC CAP STK CL A | 7 | Q3 2023 | 0.8% |
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 |
|---|---|
| 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 |
| 13F-HR | 2022-05-13 |
| SC 13G/A | 2012-02-22 |
| SC 13G/A | 2012-01-31 |
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.