First Western Trust Bank Reduced Holdings in Q2 2025

First Western Trust Bank

  • $2.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
-121
- 1.55%
$54.33 - $62.87 $6.57K - $7.61K
7.67K $481K
AMT
American Tower Corp

Real Estate
-166
- 1.0%
$203.96 - $228.19 $33.9K - $37.9K
16.4K $3.62M
BAC
Bank Of America Corp

Financial Services
-147
- 2.8%
$34.39 - $47.46 $5.06K - $6.98K
5.1K $241K
MA
Mastercard Inc

Financial Services
-5
- 0.23%
$479.92 - $590.74 $2.4K - $2.95K
2.15K $1.21M
MMM
3 M CO

Industrials
-11
- 0.21%
$126.09 - $154.15 $1.39K - $1.7K
5.2K $791K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-19
- 1.64%
$224.16 - $285.86 $4.26K - $5.43K
1.14K $326K
WFC
Wells Fargo & Company

Financial Services
-19
- 0.41%
$60.98 - $80.12 $1.16K - $1.52K
4.62K $370K
NKE
Nike, Inc.

Consumer Cyclical
-324
- 3.7%
$53.27 - $72.04 $17.3K - $23.3K
8.43K $598K
GS
Goldman Sachs Group Inc

Financial Services
-5
- 1.26%
$462.22 - $707.75 $2.31K - $3.54K
392 $277K
TDG
Trans Digm Group Inc

Industrials
-11
- 1.93%
$1231.75 - $1520.64 $13.5K - $16.7K
560 $851K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-6
- 0.5%
$141.37 - $228.57 $848 - $1.37K
1.21K $273K
SCHW
Schwab Charles Corp

Financial Services
-134
- 1.67%
$69.06 - $91.24 $9.25K - $12.2K
7.9K $720K
IBM
International Business Machines Corp

Technology
-239
- 6.64%
$221.03 - $294.78 $52.8K - $70.5K
3.36K $991K
AMZN
Amazon Com Inc

Consumer Cyclical
-325
- 5.48%
$167.32 - $223.3 $54.4K - $72.6K
5.6K $1.23M
IWP
Ishares Russell Mid Cap Growth

ETFs
-76
- 1.29%
$104.34 - $138.68 $7.93K - $10.5K
5.82K $807K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-693
- 3.44%
$57.41 - $74.81 $39.8K - $51.8K
19.4K $1.44M
RTX
Raytheon Technologies Corp

Industrials
-41
- 0.37%
$113.75 - $148.48 $4.66K - $6.09K
11.1K $1.62M
ECL
Ecolab Inc.

Basic Materials
-647
- 3.05%
$225.65 - $270.95 $146K - $175K
20.6K $5.55M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-457
- 4.6%
$272.36 - $339.57 $124K - $155K
9.47K $3.22M
EL
Estee Lauder Companies Inc

Consumer Defensive
-662
- 4.29%
$50.06 - $80.8 $33.1K - $53.5K
14.8K $1.19M
WMT
Walmart Inc.

Consumer Defensive
-379
- 1.7%
$81.79 - $99.98 $31K - $37.9K
21.9K $2.14M
ICE
Intercontinental Exchange, Inc.

Financial Services
-369
- 1.57%
$151.62 - $183.47 $55.9K - $67.7K
23.2K $4.25M
META
Meta Platforms, Inc.

Communication Services
-61
- 4.16%
$484.66 - $738.09 $29.6K - $45K
1.41K $1.04M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-673
- 1.13%
$52.31 - $63.72 $35.2K - $42.9K
59K $3.76M
COST
Costco Wholesale Corp

Consumer Defensive
-327
- 2.76%
$908.13 - $1056.85 $297K - $346K
11.5K $11.4M
GOOG
Alphabet Inc.

Communication Services
-227
- 1.95%
$146.58 - $180.01 $33.3K - $40.9K
11.4K $2.03M
IVV
Ishares Core S&P 500 ETF

ETFs
-194
- 3.5%
$498.8 - $620.9 $96.8K - $120K
5.35K $3.32M
HON
Honeywell International Inc

Industrials
-573
- 2.77%
$182.86 - $232.88 $105K - $133K
20.1K $4.68M
MAR
Marriott International Inc

Consumer Cyclical
-723
- 4.55%
$211.12 - $274.14 $153K - $198K
15.2K $4.15M
LHX
L3 Harris Technologies, Inc.

Industrials
-356
- 3.13%
$200.21 - $256.99 $71.3K - $91.5K
11K $2.76M
EMR
Emerson Electric CO

Industrials
-2
- 0.01%
$94.15 - $133.33 $188 - $267
17.5K $2.34M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-830
- 1.09%
$72.96 - $90.39 $60.6K - $75K
75.6K $6.76M
DIS
Walt Disney CO

Communication Services
-496
- 1.94%
$81.72 - $124.01 $40.5K - $61.5K
25.1K $3.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.17K
- 6.79%
$320.42 - $424.58 $375K - $497K
16.1K $6.82M
GOOGL
Alphabet Inc.

Communication Services
-3.61K
- 5.14%
$144.7 - $178.6 $523K - $645K
66.6K $11.7M
INTU
Intuit Inc

Technology
-60
- 0.74%
$544.07 - $787.63 $32.6K - $47.3K
8.09K $6.37M
JPM
Jpmorgan Chase & CO

Financial Services
-675
- 1.51%
$210.28 - $289.91 $142K - $196K
43.9K $12.7M
VEA
Vanguard Ftse Developed Market

ETFs
-18.2K
- 2.8%
$45.65 - $57.01 $830K - $1.04M
631K $36M
WWD
Woodward, Inc.

Industrials
-3.93K
- 5.79%
$157.29 - $247.55 $619K - $974K
64K $15.7M
IWM
Ishares Russell 2000 ETF

ETFs
-2.71K
- 1.12%
$174.82 - $215.79 $474K - $585K
239K $51.5M
VTI
Vanguard Total Stock Market Et

ETFs
-27
- 0.02%
$243.75 - $303.93 $6.58K - $8.21K
135K $41M
MSFT
Microsoft Corp

Technology
-1.83K
- 3.52%
$354.56 - $497.45 $647K - $908K
50K $24.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
-22.5K
- 1.91%
$74.88 - $91.97 $1.68M - $2.07M
1.15M $106M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11.8K
- 4.27%
$456.74 - $568.03 $5.39M - $6.71M
265K $150M
SYK
Stryker Corp

Healthcare
-756
- 0.02%
$337.37 - $395.63 $255K - $299K
3.25M $1.29B
Activity Summary
Buys All Purchases 43 New Holdings 13 Increased Positions 30 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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