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FIRST WESTERN TRUST BANK13F | |
| FIRST WESTERN TRUST BANK | |
| Last update 2025-05-12 | 189 Stocks (6 new) |
| Value $2.09 Bil | Turnover 2 % |
FIRST WESTERN TRUST BANK Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYK | Stryker Corp | 3,255,414 | 1,211,828.0 | -6.88% | 58.020 | -4.00% | 0.850 | +12.51% | +11.85% | 153,221.4 | Medical Devices & Instruments | |
VOO | Vanguard S&P 500 ETF | 276,459 | 142,074.9 | +0.87% | 6.800 | +0.06% | 0.020 | +18.45% | +8.18% | 663,622.4 | ||
IWR | iShares Russell Mid-Cap ETF | 1,175,788 | 100,024.3 | +6.83% | 4.790 | +0.31% | 0.260 | +16.42% | +7.64% | 43,729.1 | ||
SPY | SPDR S&P 500 ETF Trust | 122,128 | 68,317.2 | +7.49% | 3.270 | +0.23% | 0.010 | +18.80% | +8.86% | 654,366.5 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 314,278 | 54,442.4 | +33.37% | 2.610 | +0.65% | 0.080 | +13.66% | +6.96% | 75,230.7 | ||
IWM | iShares Russell 2000 ETF | 241,293 | 48,135.5 | +2.03% | 2.300 | +0.05% | 0.080 | +19.15% | +2.59% | 65,690.6 | ||
VTI | Vanguard Total Stock Market ETF | 134,922 | 37,082.0 | +0.02% | 1.780 | 0% | 0.010 | +18.59% | +7.80% | 478,431.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 649,561 | 33,017.2 | -5.94% | 1.580 | -0.09% | 0.020 | +13.26% | +22.33% | 163,588.6 | ||
AAPL | Apple Inc | 112,103 | 24,901.4 | -2.81% | 1.190 | -0.04% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 51,839 | 19,459.8 | -8.78% | 0.930 | -0.10% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software |
FIRST WESTERN TRUST BANK's Historical Top Holdings Breakdowns
FIRST WESTERN TRUST BANK's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SYK | Stryker Corp | 2025-03-31 | Reduce Reduce | -4.00% | 355.18 ($380.56) 399.9 | $400.93 | 5.35% | Reduce -6.88% | 3,255,414 | -240,492 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.65% | 169.43 ($177.82) 182.84 | $187.43 | 5.40% | Add 33.37% | 314,278 | 78,640 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Add Add | +0.31% | 82.81 ($89.19) 92.93 | $95.15 | 6.68% | Add 6.83% | 1,175,788 | 75,170 | |
VENU | Venu Holding Corp | 2025-03-31 | New Buy New Buy | +0.26% | 8.77 ($9.61) 10.16 | $13.99 | 45.58% | New holding | 577,120 | 577,120 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.23% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Add 7.49% | 122,128 | 8,507 | |
EZM | WisdomTree U.S. MidCap Fund | 2025-03-31 | Sold Out Sold Out | -0.18% | 58.11 ($62.45) 65.29 | $64.28 | 2.94% | Sold Out | 0 | -61,904 | |
EES | WisdomTree U.S. SmallCap Fund | 2025-03-31 | Sold Out Sold Out | -0.17% | 48.37 ($52.68) 55.84 | $53.73 | 1.99% | Sold Out | 0 | -69,790 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.10% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -8.78% | 51,839 | -4,988 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.09% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Reduce -5.94% | 649,561 | -41,048 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.06% | 57.21 ($62.1) 65.8 | $64.40 | 3.70% | Reduce -10.82% | 179,845 | -21,822 |
FIRST WESTERN TRUST BANK Total Holding History ($B)
FIRST WESTERN TRUST BANK's Asset Allocation
FIRST WESTERN TRUST BANK Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FIRST WESTERN TRUST BANK's Hypothetical Growth since 2025-03-31
FIRST WESTERN TRUST BANK's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FIRST WESTERN TRUST BANK's Holdings Heat Map
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FIRST WESTERN TRUST BANK's Holdings Bubble Chart
FIRST WESTERN TRUST BANK News
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