First Western Trust Bank Reduced Holdings in Q1 2025

First Western Trust Bank

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-240K
- 6.88%
$355.18 - $399.9 $85.4M - $96.2M
3.26M $1.21B
MSFT
Microsoft Corp

Technology
-4.99K
- 8.78%
$375.39 - $447.2 $1.87M - $2.23M
51.8K $19.5M
AAPL
Apple Inc.

Technology
-3.25K
- 2.81%
$209.68 - $247.1 $681K - $802K
112K $24.9M
GOOGL
Alphabet Inc.

Communication Services
-5.68K
- 7.48%
$154.33 - $206.19 $876K - $1.17M
70.2K $10.9M
ORCL
Oracle Corp

Technology
-7.09K
- 8.74%
$139.81 - $186.47 $991K - $1.32M
74K $10.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-21.8K
- 10.82%
$57.21 - $65.8 $1.25M - $1.44M
180K $10.5M
ACN
Accenture PLC

Technology
-1.5K
- 7.66%
$300.91 - $398.25 $451K - $597K
18.1K $5.64M
DHR
Danaher Corp

Healthcare
-2.28K
- 9.74%
$201.62 - $250.59 $461K - $572K
21.2K $4.34M
MAR
Marriott International Inc

Consumer Cyclical
-1.2K
- 7.0%
$237.01 - $304.45 $283K - $364K
15.9K $3.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-681
- 3.8%
$360.07 - $417.26 $245K - $284K
17.2K $6.22M
ADBE
Adobe Inc.

Technology
-1.18K
- 17.03%
$377.84 - $464.11 $447K - $550K
5.77K $2.21M
HON
Honeywell International Inc

Industrials
-2.5K
- 10.79%
$202.75 - $226.52 $507K - $566K
20.7K $4.37M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.3K
- 20.84%
$65.15 - $91.81 $345K - $486K
20.1K $1.31M
DIS
Walt Disney CO

Communication Services
-3.72K
- 12.68%
$96.87 - $114.0 $360K - $424K
25.6K $2.52M
TJX
Tjx Companies Inc

Consumer Cyclical
-6.28K
- 7.65%
$112.81 - $126.16 $709K - $793K
75.9K $9.24M
TXN
Texas Instruments Inc

Technology
-3.3K
- 8.72%
N/A
34.5K $6.72M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-752
- 6.82%
$497.6 - $606.74 $374K - $456K
10.3K $5.11M
INTU
Intuit Inc

Technology
-652
- 7.41%
$555.63 - $630.23 $362K - $411K
8.15K $5M
GOOG
Alphabet Inc.

Communication Services
-233
- 1.96%
$156.06 - $207.71 $36.4K - $48.4K
11.7K $1.82M
FTV
Fortive Corp

Technology
-4.92K
- 11.28%
$71.82 - $82.98 $353K - $408K
38.7K $2.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-991
- 1.63%
$58.81 - $68.2 $58.3K - $67.6K
59.7K $3.57M
COST
Costco Wholesale Corp

Consumer Defensive
-793
- 6.28%
$890.62 - $1076.86 $706K - $854K
11.8K $11.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-212
- 0.66%
$102.49 - $119.96 $21.7K - $25.4K
32K $3.34M
FISV
Fiserv Inc

Technology
-2.54K
- 7.51%
N/A
31.3K $3.92M
SPGI
S&P Global Inc.

Financial Services
-758
- 8.45%
$478.26 - $543.77 $363K - $412K
8.21K $4.17M
PEP
Pepsico Inc

Consumer Defensive
-1.51K
- 8.5%
$142.64 - $156.42 $216K - $237K
16.3K $2.44M
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.58K
- 9.26%
$64.26 - $85.48 $101K - $135K
15.4K $1.02M
APD
Air Products & Chemicals, Inc.

Basic Materials
-955
- 14.16%
$283.24 - $338.07 $270K - $323K
5.79K $1.71M
IVW
Ishares S&P 500 Growth ETF

ETFs
-165
- 0.63%
$92.45 - $106.69 $15.3K - $17.6K
26K $2.41M
NKE
Nike, Inc.

Consumer Cyclical
-1.75K
- 16.65%
$63.29 - $81.72 $111K - $143K
8.75K $555K
LHX
L3 Harris Technologies, Inc.

Industrials
-988
- 8.0%
$194.65 - $222.86 $192K - $220K
11.4K $2.38M
MRK
Merck & Co., Inc.

Healthcare
-1.35K
- 13.71%
$83.01 - $101.02 $112K - $136K
8.47K $760K
XEL
Xcel Energy Inc

Utilities
-3.6K
- 18.36%
$63.37 - $72.1 $228K - $260K
16K $1.13M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.11K
- 16.5%
$85.55 - $94.34 $180K - $199K
10.7K $965K
LMT
Lockheed Martin Corp

Industrials
-117
- 4.01%
$423.19 - $506.29 $49.5K - $59.2K
2.8K $1.25M
TTEK
Tetra Tech Inc

Industrials
-2.14K
- 22.79%
$28.26 - $42.58 $60.5K - $91.1K
7.25K $212K
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 0.31%
$554.06 - $615.85 $9.42K - $10.5K
5.55K $3.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4
- 0.04%
$302.31 - $337.54 $1.21K - $1.35K
9.93K $3.05M
AXP
American Express CO

Financial Services
-34
- 0.89%
$255.39 - $325.87 $8.68K - $11.1K
3.79K $1.02M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.96K
- 13.42%
$98.98 - $113.18 $194K - $222K
12.6K $1.43M
XOM
Exxon Mobil Corp

Energy
-2.36K
- 14.95%
$105.44 - $118.93 $248K - $280K
13.4K $1.59M
WSM
Williams Sonoma Inc

Consumer Cyclical
-323
- 18.28%
$158.1 - $217.71 $51.1K - $70.3K
1.44K $228K
JPM
Jpmorgan Chase & CO

Financial Services
-1.45K
- 3.15%
$225.19 - $279.95 $327K - $406K
44.6K $10.9M
TOWN
Towne Bank (Va)

Financial Services
-2.66K
- 14.58%
$32.13 - $37.51 $85.4K - $99.7K
15.6K $532K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-91
- 12.73%
$468.34 - $539.52 $42.6K - $49.1K
624 $292K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-272
- 7.6%
$121.0 - $142.28 $32.9K - $38.7K
3.31K $411K
TGT
Target Corp

Consumer Defensive
-88
- 4.21%
$103.65 - $142.5 $9.12K - $12.5K
2K $209K
NEE
Nextera Energy Inc

Utilities
-451
- 1.14%
$66.96 - $76.16 $30.2K - $34.3K
39.2K $2.78M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.38K
- 12.39%
$27.52 - $33.6 $37.9K - $46.3K
9.74K $290K
Activity Summary
Buys All Purchases 43 New Holdings 6 Increased Positions 37 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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