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

Page 6 of 10

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STARBUCKS CORP

SBUX|855244109

Shares:4.3K

Value:$418.6K

% of Portfolio:0.1% ($418.6K/$620.5M)

464287887

IJT|464287887

Shares:3.3K

Value:$411.5K

% of Portfolio:0.1% ($411.5K/$620.5M)

AFLAC INC

AFL|001055102

Shares:3.7K

Value:$410.3K

% of Portfolio:0.1% ($410.3K/$620.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.4K

Value:$393.5K

% of Portfolio:0.1% ($393.5K/$620.5M)

74933W411

Shares:7.8K

Value:$392.6K

% of Portfolio:0.1% ($392.6K/$620.5M)

464287630

IWN|464287630

Shares:2.6K

Value:$389.7K

% of Portfolio:0.1% ($389.7K/$620.5M)

Mondelez International, Inc.

MDLZ|609207105

Shares:5.7K

Value:$384.3K

% of Portfolio:0.1% ($384.3K/$620.5M)

CATERPILLAR INC

CAT|149123101

Shares:1.1K

Value:$372.0K

% of Portfolio:0.1% ($372.0K/$620.5M)

ONEOK INC /NEW/

OKE|682680103

Shares:3.6K

Value:$360.5K

% of Portfolio:0.1% ($360.5K/$620.5M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.4K

Value:$349.7K

% of Portfolio:0.1% ($349.7K/$620.5M)

Discover Financial Services

DFS|254709108

Shares:2.0K

Value:$345.3K

% of Portfolio:0.1% ($345.3K/$620.5M)

AUTOZONE INC

AZO|053332102

Shares:90

Value:$343.1K

% of Portfolio:0.1% ($343.1K/$620.5M)

DEERE & CO

DE|244199105

Shares:716

Value:$336.1K

% of Portfolio:0.1% ($336.1K/$620.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.6K

Value:$333.2K

% of Portfolio:0.1% ($333.2K/$620.5M)

ORACLE CORP

ORCL|68389X105

Shares:2.4K

Value:$330.8K

% of Portfolio:0.1% ($330.8K/$620.5M)

464288869

Shares:2.9K

Value:$326.9K

% of Portfolio:0.1% ($326.9K/$620.5M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:512

Value:$324.7K

% of Portfolio:0.1% ($324.7K/$620.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:343

Value:$324.4K

% of Portfolio:0.1% ($324.4K/$620.5M)

ASTRAZENECA PLC

AZN|046353108

Shares:4.3K

Value:$317.9K

% of Portfolio:0.1% ($317.9K/$620.5M)

CVS HEALTH Corp

CVS|126650100

Shares:4.6K

Value:$314.4K

% of Portfolio:0.1% ($314.4K/$620.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STARBUCKS CORP(SBUXcusip855244109)	4.3K	QoQ -1.06% (-46) YoY -5.11% (-230)	All Managers (Combined)	$418.6K	0.1% ($418.6K/$620.5M)	QoQ +6.34% (-$25.0K) YoY +1.84% (-$7.6K)
(IJTcusip464287887)	3.3K	QoQ -7.60% (-272) YoY +19.57% (+541)	All Managers (Combined)	$411.5K	0.1% ($411.5K/$620.5M)	QoQ -15.02% (-$72.7K) YoY +13.87% (+$50.1K)
AFLAC INC(AFLcusip001055102)	3.7K	QoQ -1.78% (-67) YoY -1.78% (-67)	All Managers (Combined)	$410.3K	0.1% ($410.3K/$620.5M)	QoQ +5.57% (-$21.7K) YoY +27.19% (-$87.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.4K	QoQ -0.04% (-3) YoY -4.01% (-267)	All Managers (Combined)	$393.5K	0.1% ($393.5K/$620.5M)	QoQ +4.19% (-$15.8K) YoY +18.67% (-$61.9K)
(cusip74933W411)✕	7.8K	QoQ 0.00% (+0) YoY NEW(+7.8K)	All Managers (Combined)	$392.6K	0.1% ($392.6K/$620.5M)	QoQ +1.51% (+$5.9K) YoY NEW(+$392.6K)
(IWNcusip464287630)	2.6K	QoQ -3.29% (-88) YoY -57.21% (-3.5K)	All Managers (Combined)	$389.7K	0.1% ($389.7K/$620.5M)	QoQ -11.06% (-$48.5K) YoY -59.32% (-$568.4K)
Mondelez International, Inc.(MDLZcusip609207105)	5.7K	QoQ +0.30% (+17) YoY +1.96% (-109)	All Managers (Combined)	$384.3K	0.1% ($384.3K/$620.5M)	QoQ +13.93% (+$47.0K) YoY -1.16% (-$4.5K)
CATERPILLAR INC(CATcusip149123101)	1.1K	QoQ 0.00% (-0) YoY -38.25% (-699)	All Managers (Combined)	$372.0K	0.1% ($372.0K/$620.5M)	QoQ -9.08% (-$37.2K) YoY -44.43% (-$297.5K)
ONEOK INC /NEW/(OKEcusip682680103)	3.6K	QoQ -0.08% (-3) YoY -4.34% (-165)	All Managers (Combined)	$360.5K	0.1% ($360.5K/$620.5M)	QoQ -1.25% (-$4.6K) YoY +18.38% (-$56.0K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.4K	QoQ +0.85% (-12) YoY -17.35% (-296)	All Managers (Combined)	$349.7K	0.1% ($349.7K/$620.5M)	QoQ -1.34% (-$4.8K) YoY -23.60% (-$108.1K)
Discover Financial Services(DFScusip254709108)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$345.3K	0.1% ($345.3K/$620.5M)	QoQ -1.46% (-$5.1K) YoY +30.21% (+$80.1K)
AUTOZONE INC(AZOcusip053332102)	90	QoQ -25.00% (-30) YoY -23.07% (-27)	All Managers (Combined)	$343.1K	0.1% ($343.1K/$620.5M)	QoQ -10.69% (-$41.1K) YoY -6.94% (-$25.6K)
DEERE & CO(DEcusip244199105)	716	QoQ 0.00% (+0) YoY +2.72% (+19)	All Managers (Combined)	$336.1K	0.1% ($336.1K/$620.5M)	QoQ +10.77% (+$32.7K) YoY +17.38% (+$49.8K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.6K	QoQ -2.84% (-136) YoY +6.61% (+288)	All Managers (Combined)	$333.2K	0.1% ($333.2K/$620.5M)	QoQ -0.70% (-$2.4K) YoY +32.05% (+$80.9K)
ORACLE CORP(ORCLcusip68389X105)	2.4K	QoQ -10.44% (-276) YoY -18.69% (-544)	All Managers (Combined)	$330.8K	0.1% ($330.8K/$620.5M)	QoQ -24.86% (-$109.5K) YoY -9.50% (-$34.7K)
(cusip464288869)✕	2.9K	QoQ 0.00% (-0) YoY -2.83% (-86)	All Managers (Combined)	$326.9K	0.1% ($326.9K/$620.5M)	QoQ -14.93% (-$57.4K) YoY -11.07% (-$40.7K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	512	QoQ +7.78% (-37) YoY +10.58% (-49)	All Managers (Combined)	$324.7K	0.1% ($324.7K/$620.5M)	QoQ -4.02% (-$13.6K) YoY -27.13% (-$120.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	343	QoQ -97.20% (-11.9K) YoY -97.80% (-15.3K)	All Managers (Combined)	$324.4K	0.1% ($324.4K/$620.5M)	QoQ -97.11% (-$10.9M) YoY -97.16% (-$11.1M)
ASTRAZENECA PLC(AZNcusip046353108)	4.3K	QoQ -23.82% (-1.4K) YoY -30.58% (-1.9K)	All Managers (Combined)	$317.9K	0.1% ($317.9K/$620.5M)	QoQ -14.55% (-$54.1K) YoY -24.69% (-$104.3K)
CVS HEALTH Corp(CVScusip126650100)	4.6K	QoQ -4.74% (-231) YoY -15.37% (-843)	All Managers (Combined)	$314.4K	0.1% ($314.4K/$620.5M)	QoQ +43.76% (-$95.7K) YoY -28.11% (-$123.0K)