First Western Trust Bank Reduced Holdings in Q4 2024

First Western Trust Bank

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-34K
- 11.02%
$521.84 - $558.82 $17.7M - $19M
274K $148M
VEA
Vanguard Ftse Developed Market

ETFs
-35.7K
- 4.92%
$47.57 - $52.44 $1.7M - $1.87M
691K $33M
SYK
Stryker Corp

Healthcare
-1.23K
- 0.04%
$345.14 - $392.15 $425K - $483K
3.5M $1.26B
IWR
Ishares Russell Mid Cap ETF

ETFs
-45.8K
- 3.99%
$87.25 - $95.52 $3.99M - $4.37M
1.1M $97.3M
NKE
Nike, Inc.

Consumer Cyclical
-35.3K
- 77.06%
$73.36 - $89.13 $2.59M - $3.14M
10.5K $794K
IWM
Ishares Russell 2000 ETF

ETFs
-8.12K
- 3.32%
$216.13 - $242.4 $1.76M - $1.97M
236K $52.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-847
- 7.14%
$501.29 - $612.85 $425K - $519K
11K $5.73M
DHR
Danaher Corp

Healthcare
-1.65K
- 6.57%
$226.16 - $274.52 $373K - $453K
23.5K $5.38M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-21.8K
- 13.18%
$31.24 - $37.15 $681K - $809K
143K $4.61M
SLB
Schlumberger Limited

Energy
-16.4K
- 9.99%
$36.83 - $45.59 $604K - $747K
148K $5.66M
AMT
American Tower Corp

Real Estate
-1.29K
- 6.58%
$179.4 - $232.01 $231K - $299K
18.3K $3.35M
NEE
Nextera Energy Inc

Utilities
-7.14K
- 15.27%
$69.77 - $85.43 $498K - $610K
39.6K $2.84M
ORCL
Oracle Corp

Technology
-3.65K
- 4.3%
$165.41 - $192.43 $603K - $701K
81.1K $13.5M
ECL
Ecolab Inc.

Basic Materials
-1.26K
- 5.21%
$234.32 - $261.43 $296K - $330K
23K $5.39M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.72K
- 12.23%
$208.94 - $264.22 $359K - $454K
12.3K $2.6M
ROP
Roper Technologies Inc

Industrials
-696
- 6.7%
$519.85 - $575.95 $362K - $401K
9.7K $5.04M
ADBE
Adobe Inc.

Technology
-387
- 5.27%
$437.39 - $552.96 $169K - $214K
6.95K $3.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.35K
- 23.52%
$183.23 - $199.79 $613K - $668K
10.9K $2.01M
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.61K
- 13.31%
$62.74 - $97.24 $164K - $254K
17K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
-655
- 2.93%
$385.02 - $431.37 $252K - $283K
21.7K $8.44M
MCD
Mcdonalds Corp

Consumer Cyclical
-405
- 1.38%
$288.47 - $316.54 $117K - $128K
28.9K $8.38M
ABT
Abbott Laboratories

Healthcare
-4.37K
- 8.89%
$111.93 - $119.39 $489K - $522K
44.8K $5.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.4K
- 3.54%
$61.68 - $67.87 $456K - $502K
202K $12.6M
ACN
Accenture PLC

Technology
-1.16K
- 5.62%
$343.9 - $376.86 $400K - $439K
19.6K $6.88M
SPGI
S&P Global Inc.

Financial Services
-434
- 4.61%
$480.36 - $529.17 $208K - $230K
8.97K $4.47M
JNJ
Johnson & Johnson

Healthcare
-181
- 0.92%
$143.34 - $165.86 $25.9K - $30K
19.5K $2.81M
TXN
Texas Instruments Inc

Technology
-1.74K
- 4.4%
N/A
37.8K $7.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
-270
- 1.07%
$148.29 - $166.93 $40K - $45.1K
24.9K $3.71M
FTV
Fortive Corp

Technology
-1.79K
- 3.94%
$71.16 - $79.68 $127K - $143K
43.6K $3.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-98
- 0.12%
$44.04 - $49.49 $4.32K - $4.85K
78.7K $3.46M
OLN
Olin Corp

Basic Materials
-10
- 0.05%
$33.13 - $47.98 $331 - $480
19.1K $645K
VO
Vanguard Mid Cap ETF

ETFs
-903
- 48.31%
$261.5 - $284.63 $236K - $257K
966 $255K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-3.67K
- 8.37%
$49.84 - $59.6 $183K - $219K
40.2K $2.13M
MYFW
First Western Financial Inc

Financial Services
-8.48K
- 7.06%
$18.65 - $22.21 $158K - $188K
112K $2.18M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-39
- 7.59%
$701.85 - $1046.91 $27.4K - $40.8K
475 $338K
LLY
Eli Lilly & CO

Healthcare
-25
- 1.74%
$727.2 - $932.06 $18.2K - $23.3K
1.41K $1.09M
TTEK
Tetra Tech Inc

Industrials
-2.38K
- 20.22%
$39.8 - $50.52 $94.7K - $120K
9.39K $374K
INTU
Intuit Inc

Technology
-357
- 3.9%
$602.01 - $706.25 $215K - $252K
8.8K $5.53M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-684
- 6.44%
$311.11 - $335.64 $213K - $230K
9.93K $3.2M
AZN
Astrazeneca PLC

Healthcare
-636
- 10.07%
$63.2 - $79.58 $40.2K - $50.6K
5.68K $372K
TDG
Trans Digm Group Inc

Industrials
-10
- 1.64%
$1239.0 - $1442.53 $12.4K - $14.4K
598 $757K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-667
- 15.72%
$134.53 - $150.65 $89.7K - $100K
3.58K $484K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-2K
- 15.24%
$30.42 - $36.45 $60.8K - $72.9K
11.1K $353K
CVS
Cvs Health Corp

Healthcare
-44
- 0.9%
$43.78 - $67.46 $1.93K - $2.97K
4.87K $218K
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.1%
$161.05 - $179.7 $2.09K - $2.34K
13.4K $2.24M
PFE
Pfizer Inc

Healthcare
-395
- 1.72%
$24.8 - $30.19 $9.8K - $11.9K
22.6K $600K
NDSN
Nordson Corp

Industrials
-8
- 0.69%
$208.83 - $264.36 $1.67K - $2.11K
1.16K $242K
INTC
Intel Corp

Technology
-193
- 1.2%
$19.07 - $26.23 $3.68K - $5.06K
15.8K $317K
MGC
Vanguard Mega Cap ETF

ETFs
-308
- 24.33%
$204.21 - $220.18 $62.9K - $67.8K
958 $203K
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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