First Western Trust Bank Purchases in Q3 2025

First Western Trust Bank

  • $2.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
111K
+ 17.65%
$56.02 - $60.3 $6.24M - $6.72M
743K $44.5M
IWM
Ishares Russell 2000 ETF

ETFs
1.64K
+ 0.69%
$214.92 - $244.84 $352K - $401K
240K $58.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
20.5K
+ 6.27%
$181.56 - $190.33 $3.71M - $3.89M
347K $65.8M
VTI
Vanguard Total Stock Market Et

ETFs
313
+ 0.23%
$303.93 - $329.86 $95.1K - $103K
135K $44.4M
NVDA
Nvidia Corp

Technology
150
+ 0.25%
$153.3 - $186.58 $23K - $28K
59.4K $11.1M
JNK
Spdr Bloomberg High Yield Bond

ETFs
12.8K
New
$96.22 - $98.19 $1.23M - $1.26M
12.8K $1.25M
MSFT
Microsoft Corp

Technology
407
+ 0.81%
$491.09 - $535.64 $200K - $218K
50.4K $26.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.36K
+ 3.03%
$49.43 - $54.52 $117K - $129K
80.3K $4.35M
ABBV
Abb Vie Inc.

Healthcare
59
+ 1.21%
$184.85 - $231.54 $10.9K - $13.7K
4.93K $1.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
228
+ 3.23%
$459.11 - $506.91 $105K - $116K
7.28K $3.66M
VTV
Vanguard Value ETF

ETFs
1.1K
New
$175.51 - $186.57 $193K - $206K
1.1K $205K
EEM
Ishares Msci Emerging Markets

ETFs
3.84K
New
$48.07 - $53.4 $185K - $205K
3.84K $205K
CMI
Cummins Inc

Industrials
484
New
$327.85 - $426.39 $159K - $206K
484 $204K
SPYG
Spdr Portfolio

ETFs
1.93K
New
$94.33 - $105.31 $182K - $203K
1.93K $201K
TSLA
Tesla, Inc.

Consumer Cyclical
29
+ 2.12%
$293.94 - $444.72 $8.52K - $12.9K
1.4K $621K
OLN
Olin Corp

Basic Materials
112
+ 0.59%
$18.23 - $26.93 $2.04K - $3.02K
19.2K $479K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
11
+ 0.09%
$90.62 - $107.71 $997 - $1.18K
12.6K $1.25M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
88
+ 7.71%
$284.45 - $324.95 $25K - $28.6K
1.23K $393K
UNH
Unitedhealth Group Inc

Healthcare
11
+ 0.85%
$237.77 - $353.61 $2.62K - $3.89K
1.31K $453K
WFC
Wells Fargo & Company

Financial Services
204
+ 4.41%
$77.05 - $85.16 $15.7K - $17.4K
4.83K $404K
DVY
Ishares Tr

ETFs
10
+ 0.47%
$133.88 - $142.57 $1.34K - $1.43K
2.13K $302K
VZ
Verizon Communications Inc

Communication Services
229
+ 4.13%
$40.84 - $45.06 $9.35K - $10.3K
5.78K $253K
AMGN
Amgen Inc

Healthcare
17
+ 1.94%
$271.18 - $309.22 $4.61K - $5.26K
893 $252K
Venu Hldg Corp
250K
+ 62.48%
N/A
650K $0
Rbb Fd Inc
650
+ 8.32%
N/A
8.46K $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.45%
$5364.25 - $5815.92 $10.7K - $11.6K
60 $323K
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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