MondegarAI
First Western Trust Bank

Q4 2024 · 13F-HR

First Western Trust Bankholdings as filed

Filed 2025-02-13 · accession 0001513189-25-000009

$2.17B
Reported value
196
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
863667101SYKSTRYKER CORPORATION$1.26B58.1%3,495,906CommonSOLE
922908363VOOVANGUARD INDEX FDS$147.7M6.82%274,082CommonSOLE
464287499IWRISHARES TR$97.3M4.49%1,100,618CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$66.6M3.08%113,621CommonSOLE
464287655IWMISHARES TR$52.3M2.41%236,491CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD TR$41.3M1.91%235,638CommonSOLE
922908769VTIVANGUARD INDEX FDS$39.1M1.81%134,895CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$33.0M1.53%690,609CommonSOLE
037833100AAPLAPPLE INC$28.9M1.33%115,349CommonSOLE
594918104MSFTMICROSOFT CORP$24.0M1.11%56,827CommonSOLE
02079K305GOOGLALPHABET INC$14.4M0.66%75,914CommonSOLE
68389X105ORCLORACLE CORP$13.5M0.62%81,133CommonSOLE
464287507IJHISHARES TR$12.6M0.58%201,667CommonSOLE
980745103WWDWOODWARD INC$11.7M0.54%70,023CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$11.6M0.53%12,620CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$11.0M0.51%46,038CommonSOLE
92826C839VVISA INC$10.4M0.48%32,991CommonSOLE
872540109TJXTJX COS INC NEW$9.9M0.46%82,168CommonSOLE
437076102HDHOME DEPOT INC$8.4M0.39%21,696CommonSOLE
580135101MCDMCDONALDS CORP$8.4M0.39%28,914CommonSOLE
464287614IWFISHARES TR$7.2M0.33%17,919CommonSOLE
882508104TXNTEXAS INSTRS INC$7.1M0.33%37,813CommonSOLE
337738108FISVFISERV INC$7.0M0.32%33,838CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.9M0.32%19,565CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$6.2M0.29%69,385CommonSOLE
464287465EFAISHARES TR$6.1M0.28%80,983CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.7M0.26%11,020CommonSOLE
806857108SLBSCHLUMBERGER LTD$5.7M0.26%147,637CommonSOLE
461202103INTUINTUIT$5.5M0.26%8,801CommonSOLE
278865100ECLECOLAB INC$5.4M0.25%22,987CommonSOLE
235851102DHRDANAHER CORPORATION$5.4M0.25%23,454CommonSOLE
438516106HONHONEYWELL INTL INC$5.2M0.24%23,158CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.2M0.24%56,093CommonSOLE
002824100ABTABBOTT LABS$5.1M0.23%44,799CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.0M0.23%9,698CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.9M0.22%36,221CommonSOLE
571903202MARMARRIOTT INTL INC NEW$4.8M0.22%17,093CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$4.6M0.21%143,492CommonSOLE
09290D101BLKBLACKROCK INC$4.5M0.21%4,410CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.5M0.21%8,972CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$4.0M0.18%60,696CommonSOLE
97717W570EZMWISDOMTREE TR$3.9M0.18%61,904CommonNONE
97717W562EESWISDOMTREE TR$3.8M0.17%69,790CommonNONE
464287804IJRISHARES TR$3.7M0.17%32,198CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$3.7M0.17%24,894CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FDS$3.5M0.16%78,656CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M0.16%7,449CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.4M0.15%18,290CommonSOLE
464287200IVVISHARES TR$3.3M0.15%5,563CommonSOLE
34959J108FTVFORTIVE CORP$3.3M0.15%43,619CommonSOLE
254687106DISDISNEY WALT CO$3.3M0.15%29,297CommonSOLE
464287622IWBISHARES TR$3.2M0.15%9,933CommonSOLE
00724F101ADBEADOBE INC$3.1M0.14%6,952CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.8M0.13%39,606CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.8M0.13%19,455CommonSOLE
713448108PEPPEPSICO INC$2.7M0.12%17,796CommonSOLE
464287309IVWISHARES TR$2.7M0.12%26,131CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.6M0.12%12,347CommonSOLE
191216100KOCOCA COLA CO$2.3M0.11%36,669CommonSOLE
02079K107GOOGALPHABET INC$2.3M0.10%11,902CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.2M0.10%13,390CommonSOLE
33751L105MYFWFIRST WESTN FINL INC$2.2M0.10%111,675CommonSOLE
291011104EMREMERSON ELEC CO$2.2M0.10%17,549CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.2M0.10%25,413CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS INC$2.1M0.10%40,177CommonSOLE
464287598IWDISHARES TR$2.0M0.09%10,883CommonSOLE
931142103WMTWALMART INC$2.0M0.09%21,869CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.0M0.09%6,746CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.9M0.09%33,844CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.7M0.08%15,752CommonSOLE
743315103PGRPROGRESSIVE CORP$1.6M0.08%6,871CommonSOLE
369604301GEGE AEROSPACE$1.6M0.07%9,609CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.5M0.07%14,610CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.07%2,920CommonSOLE
464286772EWYISHARES INC$1.4M0.06%26,900CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.06%2CommonSOLE
98389B100XELXCEL ENERGY INC$1.3M0.06%19,621CommonSOLE
023135106AMZNAMAZON COM INC$1.3M0.06%5,904CommonSOLE
518439104ELLAUDER ESTEE COS INC$1.3M0.06%17,002CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.06%10,981CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.05%2,186CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.1M0.05%12,778CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.1M0.05%3,819CommonSOLE
281020107EIXEDISON INTL$1.1M0.05%14,119CommonSOLE
532457108LLYELI LILLY & CO$1.1M0.05%1,409CommonSOLE
464287721IYWISHARES TR$1.1M0.05%6,700CommonSOLE
58933Y105MRKMERCK & CO INC$976,3960.05%9,815CommonSOLE
G29183103ETNEATON CORP PLC$957,4450.04%2,885CommonSOLE
00287Y109ABBVABBVIE INC$935,5910.04%5,265CommonSOLE
30303M102METAMETA PLATFORMS INC$896,4160.04%1,531CommonSOLE
464286806EWGISHARES INC$882,5280.04%27,735CommonNONE
718172109PMPHILIP MORRIS INTL INC$840,6450.04%6,985CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$828,1000.04%3,767CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$817,0330.04%23,028CommonSOLE
36828A101GEVGE VERNOVA INC$813,4440.04%2,473CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$802,0800.04%2,740CommonSOLE
654106103NKENIKE INC$794,4590.04%10,499CommonSOLE
464288273SCZISHARES TR$792,2410.04%13,041CommonSOLE
125523100CITHE CIGNA GROUP$783,9610.04%2,839CommonSOLE
11135F101AVGOBROADCOM INC$762,7540.04%3,290CommonNONE
893641100TDGTRANSDIGM GROUP INC$757,8330.04%598CommonNONE
464287481IWPISHARES TR$716,8980.03%5,656CommonSOLE
464287408IVEISHARES TR$699,0030.03%3,662CommonSOLE
166764100CVXCHEVRON CORP NEW$694,7980.03%4,797CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$680,6890.03%9,972CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$675,5520.03%7,431CommonSOLE
88579Y101MMM3M CO$672,3010.03%5,208CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$669,9380.03%9,052CommonSOLE
747525103QCOMQUALCOMM INC$667,7860.03%4,347CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$657,6180.03%1,300CommonSOLE
680665205OLNOLIN CORP$645,1410.03%19,087CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$620,8460.03%18,228CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$611,0220.03%21,924CommonSOLE
717081103PFEPFIZER INC$600,0550.03%22,618CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$540,5310.02%949CommonSOLE
58155Q103MCKMCKESSON CORP$530,5860.02%931CommonNONE
988498101YUMYUM BRANDS INC$522,6870.02%3,896CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$509,6180.02%7,994CommonSOLE
464287473IWSISHARES TR$504,8070.02%3,903CommonSOLE
922908637VVVANGUARD INDEX FDS$490,5840.02%1,819CommonSOLE
532275104LWLGLIGHTWAVE LOGIC INC$490,5560.02%233,598CommonSOLE
464287887IJTISHARES TR$484,2180.02%3,577CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$473,7130.02%2,419CommonSOLE
907818108UNPUNION PAC CORP$471,8150.02%2,069CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$458,4200.02%4,950CommonSOLE
032654105ADIANALOG DEVICES INC$448,7160.02%2,112CommonSOLE
886364876JSTCTIDAL ETF TR$444,7530.02%24,224CommonNONE
464287630IWNISHARES TR$438,1700.02%2,669CommonSOLE
09254E103MYIBLACKROCK MUNIYIELD QUALITY FD$433,0000.02%39,221CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$426,4270.02%10,421CommonSOLE
02209S103MOALTRIA GROUP INC$422,9740.02%8,089CommonSOLE
969457100WMBWILLIAMS COS INC$421,5950.02%7,790CommonSOLE
149123101CATCATERPILLAR INC$409,1930.02%1,128CommonSOLE
036752103ELVELEVANCE HEALTH INC$396,5670.02%1,075CommonSOLE
855244109SBUXSTARBUCKS CORP$393,5610.02%4,313CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$393,3590.02%3,651CommonSOLE
001055102AFLAFLAC INC$388,6240.02%3,757CommonSOLE
74933W411ZTENRBB FD INC$386,6970.02%7,808CommonSOLE
053332102AZOAUTOZONE INC$384,2400.02%120CommonSOLE
464288869IWCISHARES TR$384,2300.02%2,947CommonSOLE
94106L109WMWASTE MGMT INC DEL$380,9800.02%1,888CommonSOLE
46429B267GOVTISHARES TR$378,8250.02%16,485CommonSOLE
17275R102CSCOCISCO SYS INC$377,6370.02%6,379CommonSOLE
88162G103TTEKTETRA TECH INC NEW$374,0980.02%9,390CommonNONE
046353108AZNNASTRAZENECA PLC$372,0230.02%5,678CommonNONE
46090E103QQQINVESCO QQQ TR$365,5300.02%715CommonSOLE
682680103OKEONEOK INC NEW$365,0540.02%3,636CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$354,4770.02%1,398CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS LP$353,5050.02%11,120CommonNONE
254709108DFSEURDISCOVER FINL SVCS$350,4440.02%2,023CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$338,3570.02%475CommonSOLE
609207105MDLZMONDELEZ INTL INC$337,2950.02%5,647CommonSOLE
949746101WMT2WELLS FARGO CO NEW$335,5360.02%4,777CommonSOLE
969904101WSMWILLIAMS SONOMA INC$327,2130.02%1,767CommonNONE
464287648IWOISHARES TR$325,9860.02%1,133CommonSOLE
458140100INTCINTEL CORP$317,3320.01%15,827CommonSOLE
244199105DEDEERE & CO$303,3690.01%716CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$294,6950.01%11,304CommonSOLE
87612E106TGTTARGET CORP$282,6610.01%2,091CommonSOLE
464287168DVYISHARES TR$277,8090.01%2,116CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$273,2630.01%55CommonSOLE
464287879IJSISHARES TR$270,3300.01%2,489CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP INC$267,4110.01%3,165CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD TR$263,1600.01%4,000CommonSOLE
20030N101CMCSACOMCAST CORP NEW$262,7480.01%7,001CommonSOLE
922908629VOVANGUARD INDEX FDS$255,1500.01%966CommonSOLE
92206C649VTWVVANGUARD SCOTTSDALE FDS$251,3320.01%1,738CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$248,2580.01%6,208CommonSOLE
655663102NDSNNORDSON CORP$242,3000.01%1,158CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$242,2860.01%1,042CommonSOLE
370334104GISGENERAL MLS INC$241,8800.01%3,793CommonSOLE
693506107PPGPPG INDS INC$238,5420.01%1,997CommonSOLE
G6683N103NUNU HLDGS LTD$237,2850.01%22,904CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$231,9110.01%405CommonSOLE
78463V107GLDSPDR GOLD TR$231,7180.01%957CommonSOLE
097023105BABOEING CO$230,1000.01%1,300CommonSOLE
00206R102TAT&T INC$228,5200.01%10,036CommonSOLE
031162100AMGNAMGEN INC$228,3210.01%876CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$227,4840.01%1,804CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$227,1030.01%4,699CommonSOLE
260003108DOVDOVER CORP$226,6210.01%1,208CommonNONE
29084Q100EMEEMCOR GROUP INC$226,0420.01%498CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$223,9540.01%1,134CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$221,0150.01%2,827CommonSOLE
701094104PHPARKER-HANNIFIN CORP$218,7940.01%344CommonSOLE
126650100CVSCVS HEALTH CORP$218,6590.01%4,871CommonNONE
20825C104COPCONOCOPHILLIPS$216,1910.01%2,180CommonSOLE
902973304USBUS BANCORP DEL$215,5220.01%4,506CommonSOLE
88160R101TSLATESLA INC$212,8240.01%527CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$210,9360.01%1,410CommonSOLE
11271J107BNBROOKFIELD CORP$207,9120.01%3,619CommonNONE
060505104BACBANK AMERICA CORP$207,6200.01%4,724CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$205,7200.01%854CommonSOLE
921910873MGCVANGUARD WORLD FD$203,7280.01%958CommonSOLE
464287606IJKISHARES TR$203,6830.01%2,240CommonSOLE
22544F103DHYCREDIT SUISSE HIGH YIELD BD FD$107,0000.00%50,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.