HoldingsChannel.com
First Western Trust Bank Top Holdings
As of  12/31/2023, below is a summary of the First Western Trust Bank top holdings by largest position size, as per the latest 13f filing made by First Western Trust Bank. In the First Western Trust Bank-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by First Western Trust Bank in that top holding, then the share count change between reporting periods, and finally the First Western Trust Bank top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
STRYKER CORP COM 3,767,305 -1,056 $1,128,157
     SYK3,767,305-1,056$1,128,157
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 300,901 +12,093 $131,434
     VOO300,901+12,093$131,434
ISHARES RUSSELL MID CAP ETF (IWR) 1,189,549 +3,423 $92,464
     IWR1,189,549+3,423$92,464
SPDR S&P 500 ETF TRUST (SPY) 117,923 +20,688 $56,050
     SPY117,923+20,688$56,050
ISHARES RUSSELL 2000 ETF (IWM) 244,082 -14,759 $48,990
     IWM244,082-14,759$48,990
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 752,495 +102,430 $36,045
     VEA752,495+102,430$36,045
VANGUARD INDEX FDS TOTAL STK MKT (VTI) 134,895 +47,543 $32,000
     VTI134,895+47,543$32,000
MICROSOFT CORP COM 73,846 +29 $27,769
     MSFT73,846+29$27,769
APPLE INC COM 116,574 -2,615 $22,444
     AAPL116,574-2,615$22,444
ISHARES CORE S&P MID CAP ETF (IJH) 59,934 +172 $16,611
     IJH59,934+172$16,611
ALPHABET INC CAP STK CL A 106,828 -5,320 $14,923
     GOOGL106,828-5,320$14,923
COSTCO WHSL CORP NEW COM 22,020 -501 $14,535
     COST22,020-501$14,535
ORACLE CORP COM 114,544 +202 $12,076
     ORCL114,544+202$12,076
VISA INC COM CL A 45,822 -1,030 $11,930
     V45,822-1,030$11,930
SCHLUMBERGER LTD COM 229,108 -8,274 $11,923
     SLB229,108-8,274$11,923
MCDONALDS CORP COM 39,027 -691 $11,572
     MCD39,027-691$11,572
ACCENTURE PLC CLASS A ORDINARY 31,605 -460 $11,091
     ACN31,605-460$11,091
HOME DEPOT INC COM 30,128 -938 $10,441
     HD30,128-938$10,441
TJX COS INC NEW COM 110,330 -2,675 $10,350
     TJX110,330-2,675$10,350
J P MORGAN CHASE & CO COM 58,307 +1,599 $9,918
     JPM58,307+1,599$9,918
TEXAS INSTRUMENTS INC COM 52,481 -2,820 $8,946
     TXN52,481-2,820$8,946
THERMO FISHER CORP COM 15,881 -1,131 $8,430
     TMO15,881-1,131$8,430
ROPER TECHNOLOGIES INC. 14,941 -166 $8,145
     ROP14,941-166$8,145
INTUIT COM 12,713 -617 $7,946
     INTU12,713-617$7,946
DANAHER CORP COM 33,787 -1,349 $7,816
     DHR33,787-1,349$7,816
NIKE INC CL B 70,590 -2,554 $7,664
     NKE70,590-2,554$7,664
ABBOTT LABORATORIES COM 67,569 -3,420 $7,437
     ABT67,569-3,420$7,437
ISHARES MSCI EAFE ETF (EFA) 94,915 -6,777 $7,152
     EFA94,915-6,777$7,152
HONEYWELL INTERNATIONAL INC COM 33,800 -930 $7,088
     HON33,800-930$7,088
GILEAD SCIENCES INC COM 80,106 +4,268 $6,489
     GILD80,106+4,268$6,489
ECOLAB INC COM 32,673 -925 $6,481
     ECL32,673-925$6,481
ADOBE INC. 10,475 -389 $6,249
     ADBE10,475-389$6,249
FISERV INC COM 46,127 +46,127 $6,128
     FI46,127+46,127$6,128
AMERICAN TOWER CORP NEW 28,234 -1,596 $6,095
     AMT28,234-1,596$6,095
VANGUARD SCOTTSDALE FDS VNG (VTWO) 73,354 +15,698 $5,949
     VTWO73,354+15,698$5,949
SCHWAB CHARLES CORP NEW COM 86,066 -2,052 $5,921
     SCHW86,066-2,052$5,921
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 19,459 -599 $5,899
     IWF19,459-599$5,899
S&P GLOBAL INC COM 13,335 -529 $5,874
     SPGI13,335-529$5,874
MARRIOTT INTERNATIONAL CL A 23,127 -894 $5,215
     MAR23,127-894$5,215
BLACKROCK INC COM 6,139 -205 $4,984
     BLK6,139-205$4,984
FORTIVE CORP COM 65,716 -2,641 $4,839
     FTV65,716-2,641$4,839
LAUDER ESTEE COS INC CL A 30,559 -2,835 $4,469
     EL30,559-2,835$4,469
INTERCONTINENTAL EXCHANGE INC. COM (ICE) 33,535 -970 $4,307
     ICE33,535-970$4,307
NEXTERA ENERGY INC COM 63,224 -12,151 $3,840
     NEE63,224-12,151$3,840
L3HARRIS TECHNOLOGIES INC COM 18,190 -1,642 $3,831
     LHX18,190-1,642$3,831
ISHARES CORE S&P SMALL CAP ETF (IJR) 35,341 -70 $3,826
     IJR35,341-70$3,826
DIMENSIONAL ETF TRUST US SMALL CAP (DFAS) 63,454 -4,577 $3,783
     DFAS63,454-4,577$3,783
DISNEY WALT CO COM 39,700 -3,311 $3,585
     DIS39,700-3,311$3,585
WISDOMTREE TRUST MDCP EARN FUND (EZM) 61,904 UNCH $3,553
     EZM61,904UNCH$3,553
JOHNSON & JOHNSON COM 22,478 -138 $3,523
     JNJ22,478-138$3,523

See Full List: All Stocks Held By First Western Trust Bank
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By First Western Trust Bank

Size ($ in 1000's)
At 12/31/2023: $2,009,030
At 09/30/2023: $1,859,715

First Western Trust Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Western Trust Bank 13F filings. Link to 13F filings: SEC filings

First Western Trust Bank Top Holdings 13F Filings | www.HoldingsChannel.com

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