First Western Trust Bank - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, First Western Trust Bank held in its portfolio 177 assets valued at $2,034,059,021 (i.e. $2.03B).
The most valuable assets in the portfolio included: STRYKER CORPORATION ($1.14B), Vanguard S&P 500 ($148.03M), and iShares Russell Mid Cap ($102.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 177 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
First Western Trust Bank - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| STRYKER CORPORATION | 3253222 | 1143410046 | Common Stock |
| Vanguard S&P 500 | 236042 | 148029202 | Exchange Traded Fund |
| iShares Russell Mid Cap | 1069278 | 102939437 | Exchange Traded Fund |
| Invesco S&P 500 Equal Weight | 333061 | 63801165 | Exchange Traded Fund |
| iShares Russell 2000 | 236967 | 58331918 | Exchange Traded Fund |
| ISHARES TR | 681440 | 50663860 | Exchange Traded Fund |
| Vanguard FTSE Developed Markets | 674831 | 42156693 | Exchange Traded Fund |
| APPLE INC | 117099 | 31834534 | Common Stock |
| SPDR S&P 500 | 45627 | 31113964 | Exchange Traded Fund |
| MICROSOFT CORP | 51440 | 24877410 | Common Stock |
| ALPHABET INC | 79424 | 24870605 | Common Stock |
| WOODWARD INC | 63286 | 19132624 | Common Stock |
| JPMORGAN CHASE & CO. | 41910 | 13504240 | Common Stock |
| NVIDIA CORPORATION | 59884 | 11168367 | Common Stock |
| VISA INC | 31158 | 10927365 | Common Stock |
| COSTCO WHSL CORP NEW | 10773 | 9289989 | Common Stock |
| Vanguard Russell 2000 | 86903 | 8648587 | Exchange Traded Fund |
| MCDONALDS CORP | 26343 | 8051144 | Common Stock |
| ORACLE CORP | 37515 | 7311958 | Common Stock |
| TJX COS INC NEW | 44477 | 6832133 | Common Stock |
| iShares Russell 1000 Growth | 14114 | 6680156 | Exchange Traded Fund |
| HOME DEPOT INC | 19362 | 6662464 | Common Stock |
| iShares MSCI EAFE | 68811 | 6607920 | Exchange Traded Fund |
| GILEAD SCIENCES INC | 48516 | 5954854 | Common Stock |
| TEXAS INSTRS INC | 31060 | 5388620 | Common Stock |
| BERKSHIRE HATHAWAY INC DEL | 7268 | 5161855 | Common Stock |
| THERMO FISHER SCIENTIFIC INC | 8897 | 5155632 | Common Stock |
| ABBOTT LABS | 40762 | 5107130 | Common Stock |
| INTUIT | 7637 | 5058889 | Common Stock |
| ECOLAB INC | 18845 | 4947105 | Common Stock |
| SCHLUMBERGER LTD | 125140 | 4802859 | Common Stock |
| DANAHER CORPORATION | 20367 | 4662489 | Common Stock |
| MARRIOTT INTL INC NEW | 14360 | 4455047 | Common Stock |
| BLACKROCK INC | 3899 | 4173469 | Common Stock |
| AMAZON COM INC | 17853 | 4120830 | Common Stock |
| JOHNSON & JOHNSON | 19671 | 4070914 | Common Stock |
| S&P GLOBAL INC | 7726 | 4037530 | Common Stock |
| HONEYWELL INTL INC | 18775 | 3662744 | Common Stock |
| ACCENTURE PLC IRELAND | 13595 | 3647665 | Common Stock |
| Dimensional US Small Cap ETF | 51975 | 3621098 | Exchange Traded Fund |
| INTERCONTINENTAL EXCHANGE INC | 21618 | 3501251 | Common Stock |
| ROPER TECHNOLOGIES INC | 7804 | 3473616 | Common Stock |
| VENU HLDG CORP | 400120 | 3369010 | Common Stock |
| L3HARRIS TECHNOLOGIES INC | 10982 | 3223986 | Common Stock |
| GE AEROSPACE | 9602 | 2957704 | Common Stock |
| NEXTERA ENERGY INC | 33450 | 2685366 | Common Stock |
| EMERSON ELEC CO | 19507 | 2588969 | Common Stock |
| PEPSICO INC | 17986 | 2581351 | Common Stock |
| AMERICAN TOWER CORP NEW | 14506 | 2546798 | Common Stock |
| COCA COLA CO | 35421 | 2476282 | Common Stock |
| DISNEY WALT CO | 21696 | 2468354 | Common Stock |
| FIRST WESTN FINL INC | 91479 | 2452552 | Common Stock |
| WALMART INC | 21579 | 2404116 | Common Stock |
| AMERICAN EXPRESS CO | 6060 | 2241897 | Common Stock |
| PROCTER AND GAMBLE CO | 15347 | 2199379 | Common Stock |
| KNIGHT-SWIFT TRANSN HLDGS INC | 40177 | 2100454 | Common Stock |
| RTX CORPORATION | 11038 | 2024369 | Common Stock |
| VANGUARD INDEX FDS | 13939 | 1942727 | Exchange Traded Fund |
| KEURIG DR PEPPER INC | 64237 | 1799279 | Common Stock |
| BRISTOL-MYERS SQUIBB CO | 32604 | 1758659 | Common Stock |
| FORTIVE CORP | 31426 | 1735030 | Common Stock |
| DIMENSIONAL ETF TRUST | 30640 | 1698830 | Exchange Traded Fund |
| iShares Russell 1000 Value | 7596 | 1597743 | Exchange Traded Fund |
| GE VERNOVA INC | 2359 | 1541772 | Common Stock |
| BROADCOM INC | 4172 | 1443929 | Common Stock |
| ABBVIE INC | 6208 | 1418466 | Common Stock |
| LAUDER ESTEE COS INC | 13480 | 1411591 | Common Stock |
| PROGRESSIVE CORP | 6141 | 1398429 | Common Stock |
| ADOBE INC | 3903 | 1366011 | Common Stock |
| ELI LILLY & CO | 1215 | 1305736 | Common Stock |
| LOCKHEED MARTIN CORP | 2583 | 1249320 | Common Stock |
| SPDR SER TR | 12820 | 1246224 | Fixed Income ETF |
| MASTERCARD INCORPORATED | 2137 | 1219970 | Common Stock |
| EXXON MOBIL CORP | 9681 | 1165012 | Common Stock |
| ZIMMER BIOMET HOLDINGS INC | 12649 | 1137398 | Common Stock |
| PHILIP MORRIS INTL INC | 6829 | 1095372 | Common Stock |
| XCEL ENERGY INC | 14705 | 1086111 | Common Stock |
| SCHWAB STRATEGIC TR | 33228 | 1049872 | Exchange Traded Fund |
| INTERNATIONAL BUSINESS MACHS | 3323 | 984306 | Common Stock |
| AIR PRODS & CHEMS INC | 3761 | 929042 | Common Stock |
| EATON CORP PLC | 2849 | 907435 | Common Stock |
| META PLATFORMS INC | 1353 | 893102 | Common Stock |
| PAYPAL HLDGS INC | 14753 | 861280 | Common Stock |
| 3M CO | 4979 | 797138 | Common Stock |
| QUALCOMM INC | 4548 | 777935 | Common Stock |
| THE CIGNA GROUP | 2806 | 772295 | Common Stock |
| SCHWAB CHARLES CORP | 7584 | 757717 | Common Stock |
| LIGHTWAVE LOGIC INC | 233598 | 756858 | Common Stock |
| TRANSDIGM GROUP INC | 560 | 744716 | Common Stock |
| CISCO SYS INC | 9638 | 742415 | Common Stock |
| AUTOMATIC DATA PROCESSING INC | 2834 | 728990 | Common Stock |
| WELLS FARGO CO NEW | 7808 | 727706 | Common Stock |
| iShares Russell Mid Cap Growth | 5084 | 696203 | Exchange Traded Fund |
| PARKER-HANNIFIN CORP | 790 | 694378 | Common Stock |
| TESLA INC | 1510 | 679077 | Common Stock |
| SPDR DOW JONES INDL AVERAGE ET | 1400 | 672798 | Exchange Traded Fund |
| MERCK & CO INC | 6373 | 670822 | Common Stock |
| EDISON INTL | 10623 | 637592 | Common Stock |
| SPDR S&P MIDCAP 400 ETF TR | 1055 | 636460 | Exchange Traded Fund |
| PFIZER INC | 25013 | 622824 | Common Stock |
| MCKESSON CORP | 746 | 611936 | Common Stock |
| CHEVRON CORP NEW | 3961 | 603696 | Common Stock |
| YUM BRANDS INC | 3952 | 597859 | Common Stock |
| RBB FD INC | 11780 | 597354 | Fixed Income ETF |
| COLGATE PALMOLIVE CO | 7428 | 586961 | Common Stock |
| ANALOG DEVICES INC | 2120 | 574944 | Common Stock |
| CATERPILLAR INC | 1000 | 572870 | Common Stock |
| INTEL CORP | 14535 | 536342 | Common Stock |
| SELECT SECTOR SPDR TR | 3702 | 532977 | Exchange Traded Fund |
| CAPITAL ONE FINL CORP | 2186 | 529799 | Common Stock |
| INVESCO EXCHANGE TRADED FD TR | 7234 | 509342 | Exchange Traded Fund |
| TOWNEBANK PORTSMOUTH VA | 15242 | 508626 | Common Stock |
| INVESCO QQQ TR | 811 | 498206 | Exchange Traded Fund |
| NIKE INC | 7712 | 491331 | Common Stock |
| AMGEN INC | 1493 | 488674 | Common Stock |
| UNION PAC CORP | 2082 | 481608 | Common Stock |
| VANGUARD SPECIALIZED FUNDS | 2162 | 475164 | Exchange Traded Fund |
| iShares Russell 2000 Value | 2581 | 467703 | Exchange Traded Fund |
| NU HLDGS LTD | 26734 | 447527 | Common Stock |
| UNITEDHEALTH GROUP INC | 1345 | 443998 | Common Stock |
| CHUBB LIMITED | 1406 | 438841 | Common Stock |
| ALTRIA GROUP INC | 7598 | 438101 | Common Stock |
| BLACKROCK MUNIYIELD QUALITY FD | 39221 | 426332 | Fixed Income ETF |
| REGENERON PHARMACEUTICALS | 544 | 419897 | Common Stock |
| AFLAC INC | 3686 | 406455 | Common Stock |
| CARRIER GLOBAL CORPORATION | 7688 | 406234 | Common Stock |
| VANGUARD INTL EQUITY INDEX FDS | 7548 | 405780 | Exchange Traded Fund |
| OLIN CORP | 19087 | 397582 | Common Stock |
| iShares Russell 2000 Growth | 1230 | 397241 | Exchange Traded Fund |
| WASTE MGMT INC DEL | 1805 | 396577 | Common Stock |
| TAIWAN SEMICONDUCTOR MFG LTD | 1209 | 367403 | Common Stock |
| ASTRAZENECA PLC | 3993 | 367076 | Common Stock |
| INVESCO EXCH TRADED FD TR II | 3017 | 359988 | Exchange Traded Fund |
| iShares Russell Mid Cap Value | 2542 | 358509 | Exchange Traded Fund |
| STARBUCKS CORP | 4254 | 358229 | Common Stock |
| MONDELEZ INTL INC | 6569 | 353609 | Common Stock |
| FEDEX CORP | 1219 | 352120 | Common Stock |
| GOLDMAN SACHS GROUP INC | 391 | 343689 | Common Stock |
| CVS HEALTH CORP | 4250 | 337280 | Common Stock |
| OTIS WORLDWIDE CORP | 3826 | 334201 | Common Stock |
| DEERE & CO | 708 | 329624 | Common Stock |
| DUKE ENERGY CORP NEW | 2779 | 325727 | Common Stock |
| ELEVANCE HEALTH INC | 929 | 325661 | Common Stock |
| SPDR GOLD TR | 812 | 321804 | Exchange Traded Fund |
| BOOKING HOLDINGS INC | 60 | 321320 | Common Stock |
| VANGUARD WORLD FD | 1229 | 308688 | Exchange Traded Fund |
| ILLINOIS TOOL WKS INC | 1251 | 308121 | Common Stock |
| EMCOR GROUP INC | 503 | 307730 | Common Stock |
| AUTOZONE INC | 90 | 305235 | Common Stock |
| APPLIED MATLS INC | 1158 | 297594 | Common Stock |
| NORDSON CORP | 1162 | 279380 | Common Stock |
| Vanguard Russell 2000 Value | 1738 | 277958 | Exchange Traded Fund |
| FABRINET | 602 | 274079 | Common Stock |
| COMCAST CORP NEW | 9013 | 269399 | Common Stock |
| BANK AMERICA CORP | 4742 | 260810 | Common Stock |
| WILLIAMS SONOMA INC | 1444 | 257884 | Common Stock |
| PUBLIC SVC ENTERPRISE GRP INC | 3157 | 253507 | Common Stock |
| VERIZON COMMUNICATIONS INC | 6128 | 249593 | Common Stock |
| BROOKFIELD CORP | 5428 | 249091 | Common Stock |
| ISHARES INC | 3634 | 244277 | Exchange Traded Fund |
| AT&T INC | 9826 | 244078 | Common Stock |
| GE HEALTHCARE TECHNOLOGIES INC | 2964 | 243107 | Common Stock |
| DOVER CORP | 1208 | 235850 | Common Stock |
| CASEYS GEN STORES INC | 422 | 233244 | Common Stock |
| MICRON TECHNOLOGY INC | 809 | 230897 | Common Stock |
| VANGUARD WHITEHALL FDS | 1590 | 228197 | Exchange Traded Fund |
| CONOCOPHILLIPS | 2366 | 221481 | Common Stock |
| PACER FDS TR | 3510 | 211197 | Exchange Traded Fund |
| MORGAN STANLEY | 1183 | 210018 | Common Stock |
| LINDE PLC | 482 | 205520 | Common Stock |
| CME GROUP INC | 750 | 204810 | Common Stock |
| PPG INDS INC | 1998 | 204715 | Common Stock |
| MEDTRONIC PLC | 2106 | 202302 | Common Stock |
| TARGET CORP | 2066 | 201952 | Common Stock |
| NUTRIEN LTD | 3272 | 201948 | Common Stock |
| ONEOK INC NEW | 2199 | 161627 | Common Stock |
| CREDIT SUISSE HIGH YIELD BD FD | 50000 | 100000 | Fixed Income ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.