$333 Million is the total value of First Western Capital Management Co's 120 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TRselect divid etf | $591,000 | -1.8% | 7,587 | 0.0% | 0.18% | -0.6% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $585,000 | +1.2% | 5,457 | 0.0% | 0.18% | +3.5% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $516,000 | +0.4% | 2,499 | 0.0% | 0.16% | +2.0% | |
| IVV | ISHARES TRcore s&p500 etf | $387,000 | +0.3% | 1,864 | 0.0% | 0.12% | +1.8% | |
| IWB | ISHARES TRrus 1000 etf | $379,000 | +1.1% | 3,275 | 0.0% | 0.11% | +2.7% | |
| CUR | NEURALSTEM INC | $28,000 | -31.7% | 15,000 | 0.0% | 0.01% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 28 | Q3 2020 | 9.0% |
| MCDONALDS CORP | 28 | Q3 2020 | 7.6% |
| EQUITY LIFESTYLE PPTYS INC COM | 28 | Q3 2020 | 6.6% |
| LOCKHEED MARTIN CORP COM | 28 | Q3 2020 | 8.1% |
| ENERGY TRANSFER, L.P. | 28 | Q3 2020 | 2.9% |
| PEPSICO INCORPORATED | 27 | Q3 2020 | 4.9% |
| HONEYWELL INTL INC | 26 | Q3 2020 | 6.9% |
| J P MORGAN CHASE & CO COM | 24 | Q3 2020 | 7.5% |
| ABBVIE INC COM | 24 | Q3 2020 | 6.2% |
| JOHNSON & JOHNSON COM | 24 | Q3 2020 | 7.0% |
View First Western Capital Management Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-18 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-14 |
| 13F-HR | 2020-02-13 |
| 13F-HR | 2019-11-13 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-08 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-13 |
View First Western Capital Management Co'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.