First Western Trust Bank
CIK 1513189 · Holdings on Mar 31, 2024 · First reported May 16, 2024
Top ten holdings
Q1 2024- SYK57.11%
- VOO6.73%
- IWR4.55%
- SPY2.80%
- IWM2.27%
- VEA1.70%
- VTI1.60%
- IBTE1.34%
- MSFT1.33%
- AAPL0.73%
Share classes counted separately80.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SYKWeight increased · +0.96 pp56.15% → 57.11%Shares -262.88K (-6.98%)
- AAPLWeight decreased · -0.39 pp1.12% → 0.73%Shares -22.48K (-19.28%)
- VOOWeight increased · +0.19 pp6.54% → 6.73%Shares +6.56K (+2.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SYKSTRYKER CORPCommon Stock View history and evidence | $1.25B | 57.11% | 3.50M shares | 56.15% → 57.11%+0.96 pp -262.88K (-6.98%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFExchange Traded Fund View history and evidence | $147.80M | 6.73% | 307.46K shares | 6.54% → 6.73%+0.19 pp +6.56K (+2.18%) | Added | ↗▾ |
| 03 | IWRISHARES RUSSELL MID-CAP ETFExchange Traded Fund View history and evidence | $99.98M | 4.55% | 1.19M shares | 4.60% → 4.55%-0.05 pp -575 (-0.05%) | Reduced | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USExchange Traded Fund View history and evidence | $61.44M | 2.80% | 117.46K shares | 2.79% → 2.80%+0.01 pp -463 (-0.39%) | Reduced | ↗▾ |
| 05 | IWMISHARES RUSSELL 2000 ETFExchange Traded Fund View history and evidence | $49.95M | 2.27% | 237.54K shares | 2.44% → 2.27%-0.17 pp -6.54K (-2.68%) | Reduced | ↗▾ |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFExchange Traded Fund View history and evidence | $37.38M | 1.70% | 745.05K shares | 1.79% → 1.70%-0.09 pp -7.45K (-0.99%) | Reduced | ↗▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USExchange Traded Fund View history and evidence | $35.06M | 1.60% | 134.90K shares | 1.59% → 1.60%+0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | IBTEISHARES IBONDS DEC 2024 TERMFixed Income ETF View history and evidence | $29.40M | 1.34% | 1.23M shares | Prior unavailable +1.23M | New | ↗▾ |
| 09 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $29.15M | 1.33% | 69.29K shares | 1.38% → 1.33%-0.05 pp -4.55K (-6.17%) | Reduced | ↗▾ |
| 10 | AAPLAPPLE INCCommon Stock View history and evidence | $16.14M | 0.73% | 94.10K shares | 1.12% → 0.73%-0.39 pp -22.48K (-19.28%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GS GOLDMAN SACHS GROUP INC | Non-derivative | -1,502 | -$579.43K | SEC filing ↗ | SEC filing ↗ |
| HALO HALOZYME THERAPEUTICS INC | Non-derivative | -15,616 | -$577.17K | SEC filing ↗ | SEC filing ↗ |
| MCHP MICROCHIP TECHNOLOGY INC | Non-derivative | -5,310 | -$478.86K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1513189 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2196061673
}Research all 209 reported holdings.
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