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:

Search and click to pin securities to the top

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HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:19.9K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$620.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:20.4K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$620.5M)

NVIDIA CORP

NVDA|67066G104

Shares:38.0K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$620.5M)

S&P Global Inc.

SPGI|78409V104

Shares:8.0K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$620.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.1K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$620.5M)

25434V500

Shares:59.7K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$620.5M)

922042858

VWO|922042858

Shares:77.7K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$620.5M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:15.9K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$620.5M)

464287804

IJR|464287804

Shares:32.0K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$620.5M)

464287200

IVV|464287200

Shares:5.5K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$620.5M)

464287622

IWB|464287622

Shares:9.9K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$620.5M)

Fortive Corp

FTV|34959J108

Shares:37.7K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$620.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:38.0K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$620.5M)

PEPSICO INC

PEP|713448108

Shares:16.2K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$620.5M)

464287309

IVW|464287309

Shares:26.0K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$620.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:13.3K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$620.5M)

First Western Financial Inc

MYFW|33751L105

Shares:109.9K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$620.5M)

464287598

IWD|464287598

Shares:10.5K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$620.5M)

Walmart Inc.

WMT|931142103

Shares:22.2K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$620.5M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:17.5K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$620.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	19.9K	QoQ -10.83% (-2.4K) YoY -34.02% (-10.3K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$620.5M)	QoQ -16.41% (-$827.9K) YoY -31.93% (-$2.0M)
DANAHER CORP /DE/(DHRcusip235851102)	20.4K	QoQ -9.38% (-2.1K) YoY -34.88% (-10.9K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$620.5M)	QoQ -19.07% (-$987.2K) YoY -46.54% (-$3.6M)
NVIDIA CORP(NVDAcusip67066G104)	38.0K	QoQ +6.84% (-2.4K) YoY +1909.30% (+36.1K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$620.5M)	QoQ -13.76% (-$657.7K) YoY +141.01% (+$2.4M)
S&P Global Inc.(SPGIcusip78409V104)	8.0K	QoQ -8.12% (-703) YoY -35.68% (-4.4K)	All Managers (Combined)	$4.0M	0.7% ($4.0M/$620.5M)	QoQ -6.26% (-$270.0K) YoY -23.18% (-$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.1K	QoQ -0.91% (-66) YoY +55.13% (+2.5K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$620.5M)	QoQ +16.41% (-$535.7K) YoY +96.47% (+$1.9M)
(cusip25434V500)✕	59.7K	QoQ -1.63% (-991) YoY -3.06% (-1.9K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$620.5M)	QoQ -9.68% (-$382.7K) YoY -7.09% (-$272.3K)
(VWOcusip922042858)	77.7K	QoQ -1.25% (-985) YoY -1.27% (-1.0K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$620.5M)	QoQ +1.48% (-$51.4K) YoY +6.97% (-$229.2K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	15.9K	QoQ +2016.75% (+15.2K) YoY +2132.53% (+15.2K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$620.5M)	QoQ +2411.33% (+$3.3M) YoY +2358.60% (+$3.3M)
(IJRcusip464287804)	32.0K	QoQ -0.65% (-212) YoY -5.50% (-1.9K)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$620.5M)	QoQ -9.84% (-$365.1K) YoY -10.59% (-$396.2K)
(IVVcusip464287200)	5.5K	QoQ -0.30% (-17) YoY -14.92% (-973)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$620.5M)	QoQ -4.84% (-$158.5K) YoY -9.07% (-$310.9K)
(IWBcusip464287622)	9.9K	QoQ -0.04% (-4) YoY -6.48% (-688)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$620.5M)	QoQ -4.82% (-$154.4K) YoY -0.40% (-$12.4K)
Fortive Corp(FTVcusip34959J108)	37.7K	QoQ -11.29% (-4.8K) YoY -37.20% (-22.3K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$620.5M)	QoQ -13.44% (-$428.3K) YoY -46.57% (-$2.4M)
NEXTERA ENERGY INC(NEEcusip65339F101)	38.0K	QoQ -0.70% (-269) YoY -33.73% (-19.4K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$620.5M)	QoQ -1.81% (-$49.7K) YoY -26.50% (-$971.5K)
PEPSICO INC(PEPcusip713448108)	16.2K	QoQ -8.54% (-1.5K) YoY -8.98% (-1.6K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$620.5M)	QoQ -9.82% (-$264.4K) YoY -22.02% (-$685.2K)
(IVWcusip464287309)	26.0K	QoQ -0.63% (-165) YoY -3.88% (-1.1K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$620.5M)	QoQ -9.14% (-$242.7K) YoY +5.66% (-$129.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	13.3K	QoQ -0.61% (-83) YoY -0.81% (-110)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$620.5M)	QoQ +1.02% (-$22.9K) YoY +4.17% (-$90.9K)
First Western Financial Inc(MYFWcusip33751L105)	109.9K	QoQ +0.45% (+495) YoY -7.52% (-8.9K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$620.5M)	QoQ +0.96% (+$20.7K) YoY +24.62% (-$426.8K)
(IWDcusip464287598)	10.5K	QoQ -2.17% (-234) YoY -22.72% (-3.1K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$620.5M)	QoQ -0.57% (-$11.4K) YoY -18.81% (-$459.5K)
Walmart Inc.(WMTcusip931142103)	22.2K	QoQ +1.69% (-370) YoY +0.20% (+45)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$620.5M)	QoQ -1.18% (-$23.5K) YoY +46.19% (+$616.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	17.5K	QoQ 0.00% (-0) YoY -8.65% (-1.7K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$620.5M)	QoQ -11.53% (-$250.8K) YoY -11.69% (-$254.8K)