First Western Trust Bank

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 189Value: $620.5MLatest: 2025Q1

First Western Trust Bank is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 189 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 10

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922908363

VOO|922908363

Shares:274.9K

Value:$141.3M

% of Portfolio:22.8% ($141.3M/$620.5M)

464287499

IWR|464287499

Shares:1.1M

Value:$97.2M

% of Portfolio:15.7% ($97.2M/$620.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:106.0K

Value:$59.3M

% of Portfolio:9.6% ($59.3M/$620.5M)

922908769

VTI|922908769

Shares:134.9K

Value:$37.1M

% of Portfolio:6.0% ($37.1M/$620.5M)

921943858

VEA|921943858

Shares:642.9K

Value:$32.7M

% of Portfolio:5.3% ($32.7M/$620.5M)

Apple Inc.

AAPL|037833100

Shares:107.6K

Value:$23.9M

% of Portfolio:3.9% ($23.9M/$620.5M)

Woodward, Inc.

WWD|980745103

Shares:67.9K

Value:$12.4M

% of Portfolio:2.0% ($12.4M/$620.5M)

VISA INC.

V|92826C839

Shares:30.6K

Value:$10.7M

% of Portfolio:1.7% ($10.7M/$620.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:42.8K

Value:$10.5M

% of Portfolio:1.7% ($10.5M/$620.5M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:73.2K

Value:$8.9M

% of Portfolio:1.4% ($8.9M/$620.5M)

HOME DEPOT, INC.

HD|437076102

Shares:19.8K

Value:$7.3M

% of Portfolio:1.2% ($7.3M/$620.5M)

FISERV INC

FI|337738108

Shares:30.5K

Value:$6.7M

% of Portfolio:1.1% ($6.7M/$620.5M)

464287465

EFA|464287465

Shares:76.4K

Value:$6.2M

% of Portfolio:1.0% ($6.2M/$620.5M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:33.5K

Value:$6.0M

% of Portfolio:1.0% ($6.0M/$620.5M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:50.0K

Value:$5.6M

% of Portfolio:0.9% ($5.6M/$620.5M)

92333E104

Shares:577.1K

Value:$5.3M

% of Portfolio:0.9% ($5.3M/$620.5M)

ECOLAB INC.

ECL|278865100

Shares:20.4K

Value:$5.2M

% of Portfolio:0.8% ($5.2M/$620.5M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:8.6K

Value:$5.1M

% of Portfolio:0.8% ($5.1M/$620.5M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:9.9K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$620.5M)

INTUIT INC.

INTU|461202103

Shares:7.9K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$620.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	274.9K	QoQ +13572.25% (+272.9K) YoY +25814.13% (+273.9K)	All Managers (Combined)	$141.3M	22.8% ($141.3M/$620.5M)	QoQ +12940.39% (+$140.2M) YoY +27604.40% (+$140.8M)
(IWRcusip464287499)	1.1M	QoQ +7.06% (+75.4K) YoY -1.18% (-13.6K)	All Managers (Combined)	$97.2M	15.7% ($97.2M/$620.5M)	QoQ +3.02% (+$2.9M) YoY -0.02% (-$27.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	106.0K	QoQ +538.23% (+89.4K) YoY +538.23% (+89.4K)	All Managers (Combined)	$59.3M	9.6% ($59.3M/$620.5M)	QoQ +509.16% (+$49.6M) YoY +582.54% (+$50.6M)
(VTIcusip922908769)	134.9K	QoQ +0.02% (-27) YoY +0.02% (+27)	All Managers (Combined)	$37.1M	6.0% ($37.1M/$620.5M)	QoQ -5.14% (-$2.0M) YoY +5.76% (+$2.0M)
(VEAcusip921943858)	642.9K	QoQ -5.74% (-39.2K) YoY -12.61% (-92.8K)	All Managers (Combined)	$32.7M	5.3% ($32.7M/$620.5M)	QoQ +0.18% (-$60.1K) YoY -11.46% (-$4.2M)
Apple Inc.(AAPLcusip037833100)	107.6K	QoQ +2261.50% (+103.1K) YoY +2640.36% (+103.7K)	All Managers (Combined)	$23.9M	3.9% ($23.9M/$620.5M)	QoQ +1994.72% (+$22.8M) YoY +3449.78% (+$23.2M)
Woodward, Inc.(WWDcusip980745103)	67.9K	QoQ -2.97% (-2.1K) YoY +325.99% (+52.0K)	All Managers (Combined)	$12.4M	2.0% ($12.4M/$620.5M)	QoQ +6.38% (-$744.6K) YoY +404.40% (+$9.9M)
VISA INC.(Vcusip92826C839)	30.6K	QoQ -4.74% (-1.5K) YoY -27.96% (-11.9K)	All Managers (Combined)	$10.7M	1.7% ($10.7M/$620.5M)	QoQ +5.63% (-$571.7K) YoY -9.53% (-$1.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	42.8K	QoQ -3.18% (-1.4K) YoY -20.87% (-11.3K)	All Managers (Combined)	$10.5M	1.7% ($10.5M/$620.5M)	QoQ -0.92% (-$98.0K) YoY -3.09% (-$335.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	73.2K	QoQ -7.57% (-6.0K) YoY -29.41% (-30.5K)	All Managers (Combined)	$8.9M	1.4% ($8.9M/$620.5M)	QoQ -6.82% (-$652.8K) YoY -15.23% (-$1.6M)
HOME DEPOT, INC.(HDcusip437076102)	19.8K	QoQ -5.18% (-1.1K) YoY -29.62% (-8.3K)	All Managers (Combined)	$7.3M	1.2% ($7.3M/$620.5M)	QoQ -10.67% (-$867.4K) YoY -32.76% (-$3.5M)
FISERV INC(FIcusip337738108)	30.5K	QoQ -7.52% (-2.5K) YoY -30.25% (-13.2K)	All Managers (Combined)	$6.7M	1.1% ($6.7M/$620.5M)	QoQ -0.59% (-$40.1K) YoY -3.63% (-$254.1K)
(EFAcusip464287465)	76.4K	QoQ +15063.69% (+75.9K) YoY +6633.48% (+75.3K)	All Managers (Combined)	$6.2M	1.0% ($6.2M/$620.5M)	QoQ +16291.25% (+$6.2M) YoY +6791.15% (+$6.2M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	33.5K	QoQ -8.65% (-3.2K) YoY -31.29% (-15.2K)	All Managers (Combined)	$6.0M	1.0% ($6.0M/$620.5M)	QoQ -12.46% (-$855.9K) YoY -29.13% (-$2.5M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	50.0K	QoQ -8.06% (-4.4K) YoY -31.22% (-22.7K)	All Managers (Combined)	$5.6M	0.9% ($5.6M/$620.5M)	QoQ +11.52% (-$578.5K) YoY +5.20% (-$277.1K)
(cusip92333E104)✕	577.1K	QoQ NEW(+577.1K) YoY NEW(+577.1K)	All Managers (Combined)	$5.3M	0.9% ($5.3M/$620.5M)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
ECOLAB INC.(ECLcusip278865100)	20.4K	QoQ -7.57% (-1.7K) YoY -32.64% (-9.9K)	All Managers (Combined)	$5.2M	0.8% ($5.2M/$620.5M)	QoQ 0.00% (-$56) YoY -26.04% (-$1.8M)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	8.6K	QoQ +2269.42% (+8.2K) YoY +1706.93% (+8.1K)	All Managers (Combined)	$5.1M	0.8% ($5.1M/$620.5M)	QoQ +2587.11% (+$4.9M) YoY +1799.43% (+$4.8M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	9.9K	QoQ -6.43% (-681) YoY -32.76% (-4.8K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$620.5M)	QoQ -10.50% (-$578.5K) YoY -42.43% (-$3.6M)
INTUIT INC.(INTUcusip461202103)	7.9K	QoQ -7.09% (-604) YoY -32.80% (-3.9K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$620.5M)	QoQ -9.23% (-$494.4K) YoY -36.52% (-$2.8M)