First Western Trust Bank
216 holdingsFiling period: 2026-06-30Current AUM: $2.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker Corporation | 3.02M | $950.0M | $909.5M | 44.97% | -2,104 | 2026-06-30 |
| 2 | VOO | Vanguard S&P 500 | 219.5K | $150.8M | $155.3M | 7.68% | -6,059 | 2026-06-30 |
| 3 | IWR | iShares Russell Mid Cap | 1.02M | $112.9M | $112.9M | 5.58% | -17,227 | 2026-06-30 |
| 4 | SPY | Spdr S&P 500 | 122.9K | $91.8M | $94.6M | 4.68% | -1,539 | 2026-06-30 |
| 5 | RSP | Invesco S&P 500 Equal Weight | 350.6K | $74.6M | $76.3M | 3.77% | +7.0K | 2026-06-30 |
| 6 | IWM | iShares Russell 2000 | 234.4K | $70.4M | $65.7M | 3.25% | -3,450 | 2026-06-30 |
| 7 | VEA | Vanguard FTSE Developed Markets | 966.9K | $68.9M | $67.6M | 3.34% | +36.2K | 2026-06-30 |
| 8 | VTI | Vanguard Index Fds | 135.7K | $50.2M | $51.3M | 2.54% | +526 | 2026-06-30 |
| 9 | EEM | iShares TR | 660.2K | $45.2M | $41.3M | 2.04% | +66.1K | 2026-06-30 |
| 10 | AAPL | Apple Inc | 116.8K | $33.8M | $40.6M | 2.01% | -1,986 | 2026-06-30 |
| 11 | WWD | Woodward Inc | 59.2K | $25.2M | $18.0M | 0.89% | -212 | 2026-06-30 |
| 12 | GOOGL | Alphabet Inc | 57.9K | $20.7M | $18.6M | 0.92% | -6,958 | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 47.1K | $17.6M | $25.0M | 1.24% | -2,826 | 2026-06-30 |
| 14 | IJH | iShares TR | 200.8K | $15.5M | $14.7M | 0.73% | -9,569 | 2026-06-30 |
| 15 | JPM | JPMorgan Chase & Co. | 38.9K | $12.7M | $13.1M | 0.65% | -2,031 | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 55.5K | $11.1M | $12.1M | 0.60% | -3,895 | 2026-06-30 |
| 17 | VTWO | Vanguard Russell 2000 | 90.9K | $11.0M | $10.3M | 0.51% | -1,503 | 2026-06-30 |
| 18 | V | Visa Inc | 28.9K | $9.9M | $11.6M | 0.57% | -1,861 | 2026-06-30 |
| 19 | COST | Costco Whsl Corp New | 9.7K | $9.1M | $9.7M | 0.48% | -855 | 2026-06-30 |
| 20 | TXN | Texas Instrs Inc | 28.9K | $8.6M | $8.9M | 0.44% | -1,992 | 2026-06-30 |
| 21 | EFA | iShares MSCI EAFE | 75.9K | $7.9M | $7.9M | 0.39% | -4,338 | 2026-06-30 |
| 22 | IWF | iShares Russell 1000 Growth | 54.4K | $6.8M | $6.6M | 0.33% | +40.5K | 2026-06-30 |
| 23 | XLK | Select Sector Spdr TR | 31.9K | $6.1M | $6.0M | 0.30% | +30.1K | 2026-06-30 |
| 24 | MCD | McDonalds Corp | 22.2K | $6.0M | $5.5M | 0.27% | -1,662 | 2026-06-30 |
| 25 | TJX | Tjx Cos Inc New | 38.3K | $5.8M | $5.4M | 0.27% | -3,511 | 2026-06-30 |
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