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
META
Meta Platforms, Inc.

Communication Services
-64
- 4.18%
$576.36 - $736.67 $36.9K - $47.1K
1.47K $845K
IWS
Ishares Russell Midcap Value E

ETFs
-345
- 8.84%
$122.59 - $135.24 $42.3K - $46.7K
3.56K $448K
AZN
Astrazeneca PLC

Healthcare
-1.35K
- 23.83%
$65.37 - $77.96 $88.4K - $105K
4.33K $317K
DFIV
Dimensional ETF Tr

ETFs
-3.53K
- 15.33%
$35.33 - $40.77 $125K - $144K
19.5K $767K
IWN
Ishares Russell2000 Val ETF

ETFs
-88
- 3.3%
$149.27 - $169.4 $13.1K - $14.9K
2.58K $389K
AZO
Autozone Inc

Consumer Cyclical
-30
- 25.0%
$3193.96 - $3828.11 $95.8K - $115K
90 $343K
SCHW
Schwab Charles Corp

Financial Services
-1.02K
- 11.28%
$71.24 - $83.64 $72.7K - $85.4K
8.03K $628K
PFE
Pfizer Inc

Healthcare
-102
- 0.45%
$25.01 - $27.13 $2.55K - $2.77K
22.5K $570K
ADI
Analog Devices Inc

Technology
-13
- 0.62%
$201.56 - $243.82 $2.62K - $3.17K
2.1K $423K
PPG
Ppg Industries Inc

Basic Materials
-4
- 0.2%
$107.44 - $124.29 $430 - $497
1.99K $217K
GIS
General Mills Inc

Consumer Defensive
-5
- 0.13%
$57.56 - $65.3 $288 - $327
3.79K $226K
GS
Goldman Sachs Group Inc

Financial Services
-8
- 1.98%
$524.81 - $672.19 $4.2K - $5.38K
397 $216K
PH
Parker Hannifin Corp

Industrials
-4
- 1.16%
$591.65 - $707.05 $2.37K - $2.83K
340 $206K
IWD
Ishares Russell 1000 Val ETF

ETFs
-242
- 2.22%
$182.82 - $196.21 $44.2K - $47.5K
10.6K $2M
VEA
Vanguard Ftse Developed Market

ETFs
-41K
- 5.94%
$47.4 - $52.99 $1.95M - $2.18M
650K $33M
OKE
Oneok Inc

Energy
-3
- 0.08%
$89.57 - $109.85 $269 - $330
3.63K $360K
NU
Nu Holdings Ltd.

Financial Services
-39
- 0.17%
$10.12 - $13.95 $395 - $544
22.9K $234K
ECL
Ecolab Inc.

Basic Materials
-1.75K
- 7.6%
$229.72 - $269.82 $402K - $472K
21.2K $5.38M
WFC
Wells Fargo & Company

Financial Services
-136
- 2.85%
$66.78 - $81.42 $9.08K - $11.1K
4.64K $333K
QCOM
Qualcomm Inc

Technology
-11
- 0.25%
$151.94 - $175.86 $1.67K - $1.93K
4.34K $666K
Blackrock Inc
-252
- 5.71%
N/A
4.16K $0
Ge Healthcare Technologies Inc
-26
- 0.92%
N/A
2.8K $0
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-40
- 0.38%
$39.96 - $43.3 $1.6K - $1.73K
10.4K $427K
VZ
Verizon Communications Inc

Communication Services
-693
- 11.16%
$37.81 - $46.49 $26.2K - $32.2K
5.52K $250K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-503
- 3.86%
$59.28 - $66.1 $29.8K - $33.2K
12.5K $796K
CSCO
Cisco Systems, Inc.

Technology
-3
- 0.05%
$58.74 - $64.87 $176 - $195
6.38K $393K
UNH
Unitedhealth Group Inc

Healthcare
-13
- 1.0%
$461.52 - $548.18 $6K - $7.13K
1.29K $674K
AFL
Aflac Inc

Financial Services
-67
- 1.78%
$100.99 - $111.19 $6.77K - $7.45K
3.69K $410K
PG
Procter & Gamble CO

Consumer Defensive
-83
- 0.62%
$158.56 - $176.26 $13.2K - $14.6K
13.3K $2.27M
SBUX
Starbucks Corp

Consumer Cyclical
-46
- 1.07%
$91.75 - $115.81 $4.22K - $5.33K
4.27K $418K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-8.08K
- 5.63%
$30.38 - $34.94 $246K - $282K
135K $4.63M
MA
Mastercard Inc

Financial Services
-27
- 1.24%
$504.67 - $576.31 $13.6K - $15.6K
2.16K $1.18M
TDG
Trans Digm Group Inc

Industrials
-27
- 4.52%
$1251.32 - $1394.11 $33.8K - $37.6K
571 $789K
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.04%
$286.85 - $318.64 $287 - $319
2.74K $836K
MO
Altria Group, Inc.

Consumer Defensive
-491
- 6.07%
$50.81 - $60.02 $24.9K - $29.5K
7.6K $456K
T
At&T Inc.

Communication Services
-709
- 7.06%
$21.56 - $28.28 $15.3K - $20.1K
9.33K $263K
INTC
Intel Corp

Technology
-157
- 0.99%
$19.1 - $27.39 $3K - $4.3K
15.7K $355K
WM
Waste Management Inc

Industrials
-62
- 3.28%
$200.54 - $233.78 $12.4K - $14.5K
1.83K $422K
ELV
Elevance Health, Inc.

Healthcare
-54
- 5.02%
$365.9 - $436.25 $19.8K - $23.6K
1.02K $444K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-985
- 1.25%
$42.5 - $46.71 $41.9K - $46K
77.7K $3.52M
IBM
International Business Machines Corp

Technology
-165
- 4.38%
$217.4 - $264.74 $35.9K - $43.7K
3.6K $895K
LLY
Eli Lilly & CO

Healthcare
-8
- 0.57%
$725.72 - $929.72 $5.81K - $7.44K
1.4K $1.16M
CVX
Chevron Corp

Energy
-71
- 1.48%
$146.71 - $167.97 $10.4K - $11.9K
4.73K $790K
CVS
Cvs Health Corp

Healthcare
-231
- 4.74%
$44.22 - $68.64 $10.2K - $15.9K
4.64K $314K
ABBV
Abb Vie Inc.

Healthcare
-309
- 5.87%
$169.2 - $216.66 $52.3K - $66.9K
4.96K $1.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.56K
- 5.63%
$74.85 - $84.89 $341K - $387K
76.4K $6.25M
CI
Cigna Corp

Healthcare
-21
- 0.74%
$274.49 - $329.0 $5.76K - $6.91K
2.82K $927K
BMY
Bristol Myers Squibb CO

Healthcare
-2
- 0.01%
$53.9 - $63.11 $108 - $126
33.8K $2.06M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.58K
- 5.46%
$279.74 - $321.29 $442K - $507K
27.3K $8.54M
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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