First Western Trust Bank Incresed Positions in Q4 2024

First Western Trust Bank

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
66.6K
+ 39.37%
$174.22 - $187.62 $11.6M - $12.5M
236K $41.3M
NVDA
Nvidia Corp

Technology
17.8K
+ 96.55%
$117.0 - $148.88 $2.08M - $2.65M
36.2K $4.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.67K
+ 55.71%
$442.29 - $483.08 $1.18M - $1.29M
7.45K $3.38M
GILD
Gilead Sciences, Inc.

Healthcare
993
+ 1.8%
$83.95 - $97.9 $83.4K - $97.2K
56.1K $5.18M
DIS
Walt Disney CO

Communication Services
875
+ 3.08%
$92.39 - $117.6 $80.8K - $103K
29.3K $3.26M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.33K
+ 5.51%
$77.25 - $91.3 $103K - $121K
25.4K $2.17M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.96K
+ 4.46%
$87.42 - $98.06 $259K - $290K
69.4K $6.2M
RTX
Raytheon Technologies Corp

Industrials
2.36K
+ 27.38%
$114.45 - $127.21 $270K - $300K
11K $1.27M
WMT
Walmart Inc.

Consumer Defensive
87
+ 0.4%
$79.1 - $95.7 $6.88K - $8.33K
21.9K $1.98M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.72%
$180.88 - $232.93 $18.1K - $23.3K
5.9K $1.3M
BMY
Bristol Myers Squibb CO

Healthcare
28
+ 0.08%
$51.92 - $59.94 $1.45K - $1.68K
33.8K $1.91M
AXP
American Express CO

Financial Services
12
+ 0.32%
$267.35 - $305.57 $3.21K - $3.67K
3.82K $1.13M
SCHW
Schwab Charles Corp

Financial Services
79
+ 0.88%
$63.31 - $82.85 $5K - $6.55K
9.05K $669K
MA
Mastercard Inc

Financial Services
20
+ 0.92%
$491.3 - $536.15 $9.83K - $10.7K
2.19K $1.15M
MCK
Mckesson Corp

Healthcare
18
+ 1.97%
$482.27 - $628.5 $8.68K - $11.3K
931 $530K
WFC
Wells Fargo & Company

Financial Services
117
+ 2.51%
$54.98 - $77.35 $6.43K - $9.05K
4.78K $335K
IWP
Ishares Russell Mid Cap Growth

ETFs
119
+ 2.15%
$116.4 - $138.52 $13.9K - $16.5K
5.66K $716K
OTIS
Otis Worldwide Corp

Industrials
1.18K
+ 31.3%
$92.57 - $106.01 $109K - $125K
4.95K $458K
CARR
Carrier Global Corp

Industrials
2.33K
+ 30.49%
$66.69 - $82.65 $155K - $193K
9.97K $680K
WSM
Williams Sonoma Inc

Consumer Cyclical
27
+ 1.55%
$129.13 - $198.21 $3.49K - $5.35K
1.77K $327K
META
Meta Platforms, Inc.

Communication Services
46
+ 3.1%
$554.08 - $632.68 $25.5K - $29.1K
1.53K $903K
PGR
Progressive Corp

Financial Services
585
+ 9.31%
$239.6 - $268.88 $140K - $157K
6.87K $1.65M
CSCO
Cisco Systems, Inc.

Technology
109
+ 1.74%
$52.45 - $60.02 $5.72K - $6.54K
6.38K $377K
DFAS
Dimensional ETF Tr U S Small C

ETFs
429
+ 0.71%
$63.58 - $71.15 $27.3K - $30.5K
60.7K $3.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.4K
+ 300.0%
$25.93 - $105.3 $426K - $1.73M
21.9K $611K
TOWN
Towne Bank (Va)

Financial Services
105
+ 0.58%
$31.98 - $37.62 $3.36K - $3.95K
18.2K $620K
MO
Altria Group, Inc.

Consumer Defensive
91
+ 1.14%
$49.06 - $57.74 $4.46K - $5.25K
8.09K $422K
USB
Us Bancorp \De\

Financial Services
108
+ 2.46%
$43.98 - $53.66 $4.75K - $5.8K
4.51K $215K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
29
+ 2.63%
$278.19 - $315.36 $8.07K - $9.15K
1.13K $326K
CVX
Chevron Corp

Energy
119
+ 2.54%
$141.15 - $162.53 $16.8K - $19.3K
4.8K $694K
PM
Philip Morris International Inc.

Consumer Defensive
85
+ 1.23%
$118.38 - $133.06 $10.1K - $11.3K
6.99K $840K
ETN
Eaton Corp PLC

Industrials
5
+ 0.17%
$326.96 - $377.52 $1.63K - $1.89K
2.89K $957K
Rbb Fd Inc
2.56K
+ 48.72%
N/A
7.81K $0
Ge Healthcare Technologies Inc
17
+ 0.6%
N/A
2.83K $0
NU
Nu Holdings Ltd.

Financial Services
5.28K
+ 29.93%
$10.24 - $15.89 $54K - $83.8K
22.9K $237K
APD
Air Products & Chemicals, Inc.

Basic Materials
156
+ 2.37%
$285.5 - $335.62 $44.5K - $52.4K
6.75K $1.96M
WM
Waste Management Inc

Industrials
17
+ 0.91%
$201.79 - $228.46 $3.43K - $3.88K
1.89K $380K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.54K
+ 200.0%
$25.79 - $80.4 $194K - $606K
11.3K $294K
XOM
Exxon Mobil Corp

Energy
1.16K
+ 7.95%
$105.51 - $125.37 $122K - $145K
15.8K $1.69M
SBUX
Starbucks Corp

Consumer Cyclical
71
+ 1.67%
$87.44 - $102.5 $6.21K - $7.28K
4.31K $393K
CMCSA
Comcast Corp

Communication Services
159
+ 2.32%
$37.39 - $45.14 $5.95K - $7.18K
7K $262K
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.05%
$119.09 - $131.37 $119 - $131
2K $238K
ADI
Analog Devices Inc

Technology
13
+ 0.62%
$206.35 - $236.48 $2.68K - $3.07K
2.11K $448K
UNP
Union Pacific Corp

Industrials
12
+ 0.58%
$223.15 - $249.32 $2.68K - $2.99K
2.07K $471K
TGT
Target Corp

Consumer Defensive
21
+ 1.01%
$121.59 - $160.69 $2.55K - $3.37K
2.09K $282K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.02%
$113.92 - $127.38 $570 - $637
32.2K $3.71M
QCOM
Qualcomm Inc

Technology
35
+ 0.81%
$150.4 - $178.04 $5.26K - $6.23K
4.35K $667K
MDLZ
Mondelez International, Inc.

Consumer Defensive
21
+ 0.37%
$59.25 - $72.99 $1.24K - $1.53K
5.65K $337K
UNH
Unitedhealth Group Inc

Healthcare
18
+ 1.4%
$485.52 - $625.25 $8.74K - $11.3K
1.3K $657K
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track First Western Trust Bank Portfolio

Follow First Western Trust Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Western Trust Bank, based on Form 13F filings with the SEC.

News

Stay updated on First Western Trust Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email