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 101–150 of 197
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| IWN | iShares Russell 2000 Value | 3K | $100K–$500K | SH |
| IWC | ISHARES TR | 3K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 27K | $100K–$500K | SH |
| IJT | ISHARES TR | 3K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| MYI | BLACKROCK MUNIYIELD QUALITY FD | 39K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 544 | $100K–$500K | SH |
| AFL | AFLAC INC | 4K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 8K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX FDS | 8K | $100K–$500K | SH |
| OLN | OLIN CORP | 19K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| IWO | iShares Russell 2000 Growth | 1K | $100K–$500K | SH |
| ZTEN | RBB FD INC | 8K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 4K | $100K–$500K | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| IWS | iShares Russell Mid Cap Value | 3K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 7K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 561 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 391 | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 4K | $100K–$500K | SH |
| DE | DEERE & CO | 708 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC | 929 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 812 | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 60 | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 503 | $100K–$500K | SH |
| AZO | AUTOZONE INC | 90 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| V | VISA INC | 805 | $100K–$500K | SH |
| NDSN | NORDSON CORP | 1K | $100K–$500K | SH |
| VTWV | Vanguard Russell 2000 Value | 2K | $100K–$500K | SH |
| FN | FABRINET | 602 | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 9K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 4K | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INC | 1K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 872 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 5K | $100K–$500K | SH |