First-Western-Trust-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  "DUK",
  "LWLG",
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "MYFW",
  "ITW",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "IVW",
  "IJH",
  "MYI",
  null,
  null,
  "LHX",
  "IWS",
  "LIN",
  "MA",
  "MSFT",
  "MDLZ",
  "FTV",
  "GE",
  "NU",
  "IJR",
  "IWD",
  "ORCL",
  "OKE",
  null,
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "REGN",
  "FNDX",
  "SPGI",
  null,
  null,
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "VNQ",
  "SCHW",
  null,
  "VWO",
  "TOWN",
  "VIG",
  "IWO",
  "IWN",
  "TSM",
  "AFL",
  "EL",
  "FI",
  "DOV",
  "WM",
  "IWP",
  "IWR",
  null,
  "DHY",
  "PEG",
  "AMZN",
  "OLN",
  "IVE",
  null,
  null,
  "VEA",
  "VTWO",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WSM",
  "WMB",
  "WWD",
  "XEL",
  "YUM",
  "DVY",
  "SCHG",
  "KNX",
  "EIX",
  "NDSN",
  "KDP",
  "OTIS",
  "GEV",
  "ZBH",
  "MCK",
  "EXR",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "BIP",
  "CARR",
  "CASY",
  "CVX",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CVS",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFS",
  "RSP",
  "IJT",
  "EFA",
  "ADI",
  "TTEK",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "PH",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 189
Total Value: 620535124
Accession Number: 0001513189-25-000013
Form Type: 13F-HR
CIK: first-western-trust-bank
Manager Name: First-Western-Trust-Bank

Data Enrichment

92% identified

173 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

189 positions • $620.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:464

Value:$30.6K

% of Portfolio:0.0% ($30.6K/$620.5M)

464287507

IJH|464287507

Shares:360

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$620.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:310

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$620.5M)

Eaton Corp plc

ETN|G29183103

Shares:69

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$620.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:200

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$620.5M)

Mastercard Inc

MA|57636Q104

Shares:30

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$620.5M)

COCA COLA CO

KO|191216100

Shares:200

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$620.5M)

Elevance Health, Inc.

ELV|036752103

Shares:28

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$620.5M)

INTEL CORP

INTC|458140100

Shares:470

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$620.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	464	QoQ -97.17% (-15.9K) YoY -98.21% (-25.5K)	All Managers (Combined)	$30.6K	0.0% ($30.6K/$620.5M)	QoQ -97.50% (-$1.2M) YoY -99.23% (-$4.0M)
(IJHcusip464287507)	360	QoQ -99.81% (-198.5K) YoY -99.85% (-253.3K)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$620.5M)	QoQ -99.83% (-$12.4M) YoY -99.86% (-$15.4M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	310	QoQ -99.07% (-33.2K) YoY -99.06% (-32.7K)	All Managers (Combined)	$18.9K	0.0% ($18.9K/$620.5M)	QoQ -99.00% (-$1.9M) YoY -98.94% (-$1.8M)
Eaton Corp plc(ETNcusipG29183103)	69	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$18.8K	0.0% ($18.8K/$620.5M)	QoQ -18.09% (-$4.1K) YoY -13.06% (-$2.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	200	QoQ -97.91% (-9.4K) YoY -97.89% (-9.3K)	All Managers (Combined)	$18.0K	0.0% ($18.0K/$620.5M)	QoQ -98.12% (-$938.5K) YoY -98.56% (-$1.2M)
Mastercard Inc(MAcusip57636Q104)	30	QoQ -98.60% (-2.1K) YoY -98.61% (-2.1K)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$620.5M)	QoQ -98.54% (-$1.1M) YoY -98.42% (-$1.0M)
COCA COLA CO(KOcusip191216100)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$620.5M)	QoQ +15.03% (+$1.9K) YoY +17.06% (+$2.1K)
Elevance Health, Inc.(ELVcusip036752103)	28	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$620.5M)	QoQ +17.91% (+$1.9K) YoY -16.11% (-$2.3K)
INTEL CORP(INTCcusip458140100)	470	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$10.7K	0.0% ($10.7K/$620.5M)	QoQ +13.26% (+$1.3K) YoY -48.58% (-$10.1K)