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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GENERAL ELECTRIC CO

GE|369604301

Shares:9.6K

Value:$1.9M

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

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:6.7K

Value:$1.9M

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

Alphabet Inc.

GOOG|02079K107

Shares:11.4K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$620.5M)

Knight-Swift Transportation Holdings Inc.

KNX|499049104

Shares:40.2K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$620.5M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:5.7K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$620.5M)

RTX Corp

RTX|75513E101

Shares:11.1K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$620.5M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:12.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$620.5M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$620.5M)

ELI LILLY & Co

LLY|532457108

Shares:1.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$620.5M)

AMAZON COM INC

AMZN|023135106

Shares:5.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$620.5M)

Philip Morris International Inc.

PM|718172109

Shares:6.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$620.5M)

464287655

IWM|464287655

Shares:5.3K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$620.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:5.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$620.5M)

464286806

Shares:27.7K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$620.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$620.5M)

922908553

VNQ|922908553

Shares:10.7K

Value:$966.0K

% of Portfolio:0.2% ($966.0K/$620.5M)

464287721

Shares:6.7K

Value:$940.9K

% of Portfolio:0.2% ($940.9K/$620.5M)

Cigna Group

CI|125523100

Shares:2.8K

Value:$927.1K

% of Portfolio:0.1% ($927.1K/$620.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.6K

Value:$895.7K

% of Portfolio:0.1% ($895.7K/$620.5M)

Meta Platforms, Inc.

META|30303M102

Shares:1.5K

Value:$845.5K

% of Portfolio:0.1% ($845.5K/$620.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	9.6K	QoQ -0.36% (-35) YoY -7.74% (-804)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$620.5M)	QoQ +19.56% (-$313.6K) YoY +5.19% (-$94.6K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	6.7K	QoQ -2.06% (-142) YoY -10.25% (-769)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$620.5M)	QoQ +15.67% (-$258.0K) YoY +22.80% (-$353.6K)
Alphabet Inc.(GOOGcusip02079K107)	11.4K	QoQ -1.54% (-179) YoY -8.27% (-1.0K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$620.5M)	QoQ -19.22% (-$424.8K) YoY -5.88% (-$111.6K)
Knight-Swift Transportation Holdings Inc.(KNXcusip499049104)	40.2K	QoQ 0.00% (-0) YoY -8.66% (-3.8K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$620.5M)	QoQ -18.00% (-$383.7K) YoY -27.80% (-$673.1K)
Air Products & Chemicals, Inc.(APDcusip009158106)	5.7K	QoQ -14.10% (-933) YoY -40.38% (-3.8K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$620.5M)	QoQ -12.66% (-$242.9K) YoY -27.42% (-$633.1K)
RTX Corp(RTXcusip75513E101)	11.1K	QoQ +1.46% (+161) YoY +23.15% (+2.1K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$620.5M)	QoQ +16.14% (+$205.1K) YoY +67.26% (+$593.5K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	12.6K	QoQ -13.42% (-2.0K) YoY -14.07% (-2.1K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$620.5M)	QoQ -7.23% (-$111.6K) YoY -26.31% (-$511.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.8K	QoQ -4.00% (-117) YoY +8.22% (+213)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$620.5M)	QoQ -11.75% (-$166.8K) YoY +6.28% (+$74.0K)
ELI LILLY & Co(LLYcusip532457108)	1.4K	QoQ -0.56% (-8) YoY -5.33% (-79)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$620.5M)	QoQ +6.37% (-$69.4K) YoY +0.49% (-$5.7K)
AMAZON COM INC(AMZNcusip023135106)	5.8K	QoQ +0.41% (-24) YoY +10.21% (+540)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$620.5M)	QoQ -12.91% (-$164.4K) YoY +16.25% (+$155.0K)
Philip Morris International Inc.(PMcusip718172109)	6.8K	QoQ -2.06% (-144) YoY -1.04% (-72)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$620.5M)	QoQ +29.17% (-$245.2K) YoY +71.44% (-$452.5K)
(IWMcusip464287655)	5.3K	QoQ -97.69% (-225.2K) YoY -97.71% (-226.4K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$620.5M)	QoQ -97.92% (-$49.9M) YoY -97.82% (-$47.7M)
AbbVie Inc.(ABBVcusip00287Y109)	5.0K	QoQ -5.86% (-309) YoY -15.22% (-890)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$620.5M)	QoQ +10.98% (-$102.8K) YoY -2.45% (-$26.2K)
(cusip464286806)✕	27.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$620.5M)	QoQ +16.53% (+$145.9K) YoY +16.78% (+$147.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.8K	QoQ -0.89% (-34) YoY -3.46% (-136)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$620.5M)	QoQ -10.15% (-$115.1K) YoY +14.06% (-$125.6K)
(VNQcusip922908553)	10.7K	QoQ -16.50% (-2.1K) YoY -16.50% (-2.1K)	All Managers (Combined)	$966.0K	0.2% ($966.0K/$620.5M)	QoQ -15.13% (-$172.3K) YoY -12.58% (-$139.1K)
(cusip464287721)✕	6.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$940.9K	0.2% ($940.9K/$620.5M)	QoQ -11.96% (-$127.8K) YoY +3.98% (+$36.0K)
Cigna Group(CIcusip125523100)	2.8K	QoQ -0.73% (-21) YoY +0.24% (-7)	All Managers (Combined)	$927.1K	0.1% ($927.1K/$620.5M)	QoQ +18.26% (-$143.2K) YoY -9.18% (-$93.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.6K	QoQ -4.38% (-165) YoY -26.20% (-1.3K)	All Managers (Combined)	$895.7K	0.1% ($895.7K/$620.5M)	QoQ +8.16% (-$67.6K) YoY -3.90% (-$36.4K)
Meta Platforms, Inc.(METAcusip30303M102)	1.5K	QoQ -4.18% (-64) YoY -0.20% (-3)	All Managers (Combined)	$845.5K	0.1% ($845.5K/$620.5M)	QoQ -5.67% (-$50.9K) YoY +18.45% (-$131.7K)