CIK 1513189
First Western Trust Bank
Institutional 13F holdings & portfolio
Holdings
197
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 197
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 3.3M | $1M+ | SH |
| RSP | Invesco S&P 500 Equal Weight | 330K | $1M+ | SH |
| IWM | iShares Russell 2000 | 233K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 50K | $1M+ | SH |
| EEM | ISHARES TR | 387K | $1M+ | SH |
| GOOGL | ALPHABET INC | 64K | $1M+ | SH |
| SPY | SPDR S&P 500 | 29K | $1M+ | SH |
| WWD | WOODWARD INC | 63K | $1M+ | SH |
| IJH | ISHARES TR | 193K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 10K | $1M+ | SH |
| MCD | MCDONALDS CORP | 26K | $1M+ | SH |
| ORCL | ORACLE CORP | 36K | $1M+ | SH |
| EFA | iShares MSCI EAFE | 69K | $1M+ | SH |
| ABT | ABBOTT LABS | 40K | $1M+ | SH |
| ECL | ECOLAB INC | 18K | $1M+ | SH |
| SLB | SCHLUMBERGER LTD | 121K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 14K | $1M+ | SH |
| BLK | BLACKROCK INC | 4K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 19K | $1M+ | SH |
| IJR | ISHARES TR | 30K | $1M+ | SH |
| DFAS | Dimensional US Small Cap ETF | 52K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 13K | $1M+ | SH |
| IWB | ISHARES TR | 9K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC | 21K | $1M+ | SH |
| VENU | VENU HLDG CORP | 400K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 11K | $1M+ | SH |
| IWR | iShares Russell Mid Cap | 31K | $1M+ | SH |
| GE | GE AEROSPACE | 10K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 20K | $1M+ | SH |
| KO | COCA COLA CO | 35K | $1M+ | SH |
| IVW | ISHARES TR | 20K | $1M+ | SH |
| DIS | DISNEY WALT CO | 21K | $1M+ | SH |
| WMT | WALMART INC | 22K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 15K | $1M+ | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC | 40K | $1M+ | SH |
| RTX | RTX CORPORATION | 11K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 32K | $1M+ | SH |
| KDP | KEURIG DR PEPPER INC | 62K | $1M+ | SH |
| IWD | iShares Russell 1000 Value | 7K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 6K | $1M+ | SH |
| EL | LAUDER ESTEE COS INC | 13K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |
| IYW | ISHARES TR | 7K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |