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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AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.7K

Value:$836.8K

% of Portfolio:0.1% ($836.8K/$620.5M)

EDISON INTERNATIONAL

EIX|281020107

Shares:14.2K

Value:$834.7K

% of Portfolio:0.1% ($834.7K/$620.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$620.5M)

464288273

Shares:12.5K

Value:$796.5K

% of Portfolio:0.1% ($796.5K/$620.5M)

TransDigm Group INC

TDG|893641100

Shares:571

Value:$789.9K

% of Portfolio:0.1% ($789.9K/$620.5M)

CHEVRON CORP

CVX|166764100

Shares:4.6K

Value:$776.7K

% of Portfolio:0.1% ($776.7K/$620.5M)

25434V807

Shares:19.5K

Value:$767.4K

% of Portfolio:0.1% ($767.4K/$620.5M)

3M CO

MMM|88579Y101

Shares:5.2K

Value:$764.8K

% of Portfolio:0.1% ($764.8K/$620.5M)

GE Vernova Inc.

GEV|36828A101

Shares:2.5K

Value:$755.6K

% of Portfolio:0.1% ($755.6K/$620.5M)

464287408

IVE|464287408

Shares:3.7K

Value:$697.9K

% of Portfolio:0.1% ($697.9K/$620.5M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:7.4K

Value:$696.3K

% of Portfolio:0.1% ($696.3K/$620.5M)

464287481

IWP|464287481

Shares:5.9K

Value:$692.7K

% of Portfolio:0.1% ($692.7K/$620.5M)

QUALCOMM INC/DE

QCOM|747525103

Shares:4.3K

Value:$666.1K

% of Portfolio:0.1% ($666.1K/$620.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.3K

Value:$662.0K

% of Portfolio:0.1% ($662.0K/$620.5M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:10.0K

Value:$635.1K

% of Portfolio:0.1% ($635.1K/$620.5M)

Broadcom Inc.

AVGO|11135F101

Shares:3.8K

Value:$633.6K

% of Portfolio:0.1% ($633.6K/$620.5M)

MCKESSON CORP

MCK|58155Q103

Shares:941

Value:$633.3K

% of Portfolio:0.1% ($633.3K/$620.5M)

YUM BRANDS INC

YUM|988498101

Shares:3.9K

Value:$616.5K

% of Portfolio:0.1% ($616.5K/$620.5M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:7.8K

Value:$608.6K

% of Portfolio:0.1% ($608.6K/$620.5M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.1K

Value:$562.8K

% of Portfolio:0.1% ($562.8K/$620.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.7K	QoQ -0.03% (-1) YoY -10.13% (-309)	All Managers (Combined)	$836.8K	0.1% ($836.8K/$620.5M)	QoQ +4.33% (-$34.8K) YoY +9.93% (-$75.6K)
EDISON INTERNATIONAL(EIXcusip281020107)	14.2K	QoQ +0.33% (-48) YoY NEW(+14.2K)	All Managers (Combined)	$834.7K	0.1% ($834.7K/$620.5M)	QoQ -25.95% (-$292.5K) YoY NEW(+$834.7K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$620.5M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
(cusip464288273)✕	12.5K	QoQ -3.85% (-503) YoY -3.85% (-503)	All Managers (Combined)	$796.5K	0.1% ($796.5K/$620.5M)	QoQ +0.54% (-$4.3K) YoY -3.55% (-$29.3K)
TransDigm Group INC(TDGcusip893641100)	571	QoQ -4.51% (-27) YoY -6.54% (-40)	All Managers (Combined)	$789.9K	0.1% ($789.9K/$620.5M)	QoQ +4.22% (-$32.0K) YoY +4.96% (-$37.4K)
CHEVRON CORP(CVXcusip166764100)	4.6K	QoQ -1.50% (-71) YoY -7.04% (-352)	All Managers (Combined)	$776.7K	0.1% ($776.7K/$620.5M)	QoQ +13.76% (-$94.0K) YoY -1.41% (-$11.2K)
(cusip25434V807)✕	19.5K	QoQ -15.33% (-3.5K) YoY -19.36% (-4.7K)	All Managers (Combined)	$767.4K	0.1% ($767.4K/$620.5M)	QoQ -6.07% (-$49.6K) YoY -13.63% (-$121.1K)
3M CO(MMMcusip88579Y101)	5.2K	QoQ 0.00% (+0) YoY -3.07% (-165)	All Managers (Combined)	$764.8K	0.1% ($764.8K/$620.5M)	QoQ +13.76% (+$92.5K) YoY +34.20% (-$194.9K)
GE Vernova Inc.(GEVcusip36828A101)	2.5K	QoQ +0.08% (-2) YoY NEW(+2.5K)	All Managers (Combined)	$755.6K	0.1% ($755.6K/$620.5M)	QoQ -7.11% (-$57.9K) YoY NEW(+$755.6K)
(IVEcusip464287408)	3.7K	QoQ 0.00% (-0) YoY -6.91% (-272)	All Managers (Combined)	$697.9K	0.1% ($697.9K/$620.5M)	QoQ -0.15% (-$1.1K) YoY -5.03% (-$37.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	7.4K	QoQ 0.00% (+0) YoY -1.17% (-88)	All Managers (Combined)	$696.3K	0.1% ($696.3K/$620.5M)	QoQ +3.06% (+$20.7K) YoY +2.83% (-$19.2K)
(IWPcusip464287481)	5.9K	QoQ +4.24% (-240) YoY +3.82% (+217)	All Managers (Combined)	$692.7K	0.1% ($692.7K/$620.5M)	QoQ -3.37% (-$24.2K) YoY +6.86% (+$44.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	4.3K	QoQ -0.25% (-11) YoY -0.75% (-33)	All Managers (Combined)	$666.1K	0.1% ($666.1K/$620.5M)	QoQ -0.25% (-$1.7K) YoY -9.95% (-$73.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.3K	QoQ -1.01% (-13) YoY -3.14% (-41)	All Managers (Combined)	$662.0K	0.1% ($662.0K/$620.5M)	QoQ +2.48% (-$16.0K) YoY +2.54% (-$16.4K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	10.0K	QoQ +0.46% (-46) YoY +31.09% (+2.4K)	All Managers (Combined)	$635.1K	0.1% ($635.1K/$620.5M)	QoQ -6.69% (-$45.5K) YoY +42.97% (+$190.9K)
Broadcom Inc.(AVGOcusip11135F101)	3.8K	QoQ +15.01% (-494) YoY +1075.15% (+3.5K)	All Managers (Combined)	$633.6K	0.1% ($633.6K/$620.5M)	QoQ -16.93% (-$129.2K) YoY +48.44% (+$206.8K)
MCKESSON CORP(MCKcusip58155Q103)	941	QoQ +1.07% (+10) YoY +3.06% (+28)	All Managers (Combined)	$633.3K	0.1% ($633.3K/$620.5M)	QoQ +19.35% (+$102.7K) YoY +29.20% (+$143.1K)
YUM BRANDS INC(YUMcusip988498101)	3.9K	QoQ +0.56% (+22) YoY +0.56% (+22)	All Managers (Combined)	$616.5K	0.1% ($616.5K/$620.5M)	QoQ +17.95% (+$93.8K) YoY +14.13% (+$76.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	7.8K	QoQ -9.83% (-848) YoY -90.28% (-72.3K)	All Managers (Combined)	$608.6K	0.1% ($608.6K/$620.5M)	QoQ -4.63% (-$29.6K) YoY -89.48% (-$5.2M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.1K	QoQ +11.16% (+106) YoY -26.83% (-387)	All Managers (Combined)	$562.8K	0.1% ($562.8K/$620.5M)	QoQ +4.12% (+$22.3K) YoY -29.85% (-$239.5K)