Filer Name: FIRST WESTERN TRUST BANK
CIK: 1513189
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 196
Portfolio Value: $2.17B

First Western Trust Bank Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SYK US STRYKER CORP 3,495,906 $1,259M 58.13% 0.0% -
VOO US VANGUARD S&P 500 ETF 274,082 $148M 6.82% -11.0% -
IWR US ISHARES RUSSELL MID-CAP ETF 1,100,618 $97M 4.49% -4.0% -
SPY US SPDR S&P 500 ETF TRUST 113,621 $67M 3.08% -1.4% -
IWM US ISHARES RUSSELL 2000 ETF 236,491 $52M 2.41% -3.3% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 235,638 $41M 1.91% 39.4% -
VTI US VANGUARD TOTAL STOCK MKT ETF 134,895 $39M 1.81% - -
VEA US VANGUARD FTSE DEVELOPED ETF 690,609 $33M 1.53% -4.9% -
AAPL US APPLE INC 115,349 $29M 1.33% -0.1% -
MSFT US MICROSOFT CORP 56,827 $24M 1.11% -2.8% -
GOOGL US ALPHABET INC-CL A 75,914 $14M 0.66% -5.0% -
ORCL US ORACLE CORP 81,133 $14M 0.62% -4.3% -
IJH US ISHARES CORE S&P MIDCAP ETF 201,667 $13M 0.58% -3.5% -
WWD US WOODWARD INC 70,023 $12M 0.54% - -
COST US COSTCO WHOLESALE CORP 12,620 $12M 0.53% -3.0% -
JPM US JPMORGAN CHASE & CO 46,038 $11M 0.51% -2.0% -
V US VISA INC-CLASS A SHARES 32,991 $10M 0.48% -3.9% -
TJX US TJX COMPANIES INC 82,168 $10M 0.46% -3.0% -
MCD US MCDONALD'S CORP 28,914 $8M 0.39% -1.4% -
HD US HOME DEPOT INC 21,696 $8M 0.39% -2.9% -
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