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 51–100 of 197
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNK | SPDR SER TR | 13K | $1M+ | SH |
| AAPL | APPLE INC | 4K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 13K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 7K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 10K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| ETN | EATON CORP PLC | 3K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 14K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| CI | THE CIGNA GROUP | 3K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| LWLG | LIGHTWAVE LOGIC INC | 234K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 560 | $500K+ | SH |
| CSCO | CISCO SYS INC | 10K | $500K+ | SH |
| VOO | Vanguard S&P 500 | 1K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC | 3K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| IWP | iShares Russell Mid Cap Growth | 5K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 790 | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE ET | 1K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| EIX | EDISON INTL | 11K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| VEA | Vanguard FTSE Developed Markets | 10K | $500K+ | SH |
| SCZ | ISHARES TR | 8K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| MCK | MCKESSON CORP | 746 | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| YUM | YUM BRANDS INC | 4K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 8K | $500K+ | SH |
| PFE | PFIZER INC | 24K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 7K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| INTC | INTEL CORP | 14K | $500K+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD TR | 7K | $500K+ | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 15K | $500K+ | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |