First Western Trust Bank Diversified Active

Location: Denver, CO

CIK: 0001513189 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value: $1.507B (100.0% shares, 0.0% debt)

Holdings (171)

SYK STRYKER CORPORATION 53.6%
Value $808M Shares 4,050,036 Est. Cost $248.25 Unrealized -9.0%
VOO VANGUARD INDEX FDS 6.7%
Value $101M Shares 289,131 Est. Cost $421.45 Unrealized
IWR ISHARES TR 4.4%
Value $65.83M Shares 1,008,615 Est. Cost $79.08 Unrealized
IWM ISHARES TR 3.3%
Value $49.14M Shares 287,923 Est. Cost $207.43 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 2.1%
Value $31.14M Shares 759,078 Est. Cost $48.78 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value $24.01M Shares 63,133 Est. Cost $442.34 Unrealized
MSFT MICROSOFT CORP 1.3%
Value $19.84M Shares 76,260 Est. Cost $291.40 Unrealized -9.6%
IJH ISHARES TR 1.3%
Value $19.55M Shares 85,617 Est. Cost $253.23 Unrealized
AAPL APPLE INC 1.0%
Value $15.42M Shares 110,764 Est. Cost $164.84 Unrealized -9.8%
GOOGL ALPHABET INC 0.8%
Value $12.1M Shares 5,417 Est. Cost $134.81 Unrealized -13.3%
COST COSTCO WHSL CORP NEW 0.7%
Value $10.49M Shares 22,331 Est. Cost $500.83 Unrealized -3.2%
MCD MCDONALDS CORP 0.6%
Value $9.356M Shares 37,766 Est. Cost $227.78 Unrealized -0.6%
V VISA INC 0.6%
Value $9.311M Shares 46,670 Est. Cost $210.05 Unrealized -4.3%
EL LAUDER ESTEE COS INC 0.6%
Value $8.989M Shares 34,978 Est. Cost $282.23 Unrealized -15.5%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $8.98M Shares 16,756 Est. Cost $568.16 Unrealized -4.1%
VTWO VANGUARD SCOTTSDALE FDS 0.6%
Value $8.976M Shares 130,375 Est. Cost $78.65 Unrealized
ACN ACCENTURE PLC IRELAND 0.6%
Value $8.838M Shares 31,584 Est. Cost $318.52 Unrealized -10.7%
DHR DANAHER CORPORATION 0.6%
Value $8.758M Shares 34,638 Est. Cost $245.73 Unrealized -7.9%
SLB SCHLUMBERGER LTD 0.6%
Value $8.526M Shares 235,654 Est. Cost $35.90 Unrealized +6.7%
HD HOME DEPOT INC 0.6%
Value $8.375M Shares 30,579 Est. Cost $313.99 Unrealized -14.3%
TXN TEXAS INSTRS INC 0.5%
Value $8.16M Shares 53,409 Est. Cost $157.28 Unrealized -4.0%
AMT AMERICAN TOWER CORP NEW 0.5%
Value $7.931M Shares 31,328 Est. Cost $214.86 Unrealized +3.4%
SCHW SCHWAB CHARLES CORP 0.5%
Value $7.87M Shares 123,704 Est. Cost $83.37 Unrealized -21.4%
ABT ABBOTT LABS 0.5%
Value $7.785M Shares 71,362 Est. Cost $115.36 Unrealized -8.0%
NKE NIKE INC 0.5%
Value $7.622M Shares 73,828 Est. Cost $131.94 Unrealized -15.6%
ORCL ORACLE CORP 0.5%
Value $7.373M Shares 106,534 Est. Cost $76.97 Unrealized -9.3%
EFA ISHARES TR 0.5%
Value $7.348M Shares 116,961 Est. Cost $71.24 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $6.534M Shares 56,670 Est. Cost $133.66 Unrealized -15.4%
FRCB FIRST REP BK SAN FRANCISCO C 0.4%
Value $6.335M Shares 43,429 Est. Cost $173.06 Unrealized -14.0%
TJX TJX COS INC NEW 0.4%
Value $6.179M Shares 108,230 Est. Cost $63.23 Unrealized -9.2%
HON HONEYWELL INTL INC 0.4%
Value $6.027M Shares 34,798 Est. Cost $170.35 Unrealized -2.4%
BLACKROCK INC 0.4%
Value $6.022M Shares 9,745 Est. Cost $777.37 Unrealized
DG DOLLAR GEN CORP NEW 0.4%
Value $6.011M Shares 24,331 Est. Cost $198.87 Unrealized +10.1%
ROP ROPER TECHNOLOGIES INC 0.4%
Value $5.754M Shares 14,620 Est. Cost $439.16 Unrealized -3.2%
IWF ISHARES TR 0.4%
Value $5.726M Shares 25,856 Est. Cost $281.89 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value $5.598M Shares 73,660 Est. Cost $72.07 Unrealized -4.5%
ECL ECOLAB INC 0.3%
Value $5.244M Shares 34,173 Est. Cost $179.19 Unrealized -11.3%
UNP UNION PAC CORP 0.3%
Value $5.125M Shares 24,045 Est. Cost $230.57 Unrealized -9.4%
INTU INTUIT 0.3%
Value $4.953M Shares 12,712 Est. Cost $499.50 Unrealized -19.0%
SPGI S&P GLOBAL INC 0.3%
Value $4.843M Shares 14,469 Est. Cost $394.19 Unrealized -12.3%
IWD ISHARES TR 0.3%
Value $4.267M Shares 29,229 Est. Cost $168.10 Unrealized
DIS DISNEY WALT CO 0.3%
Value $4.203M Shares 43,935 Est. Cost $141.24 Unrealized -23.2%
GILD GILEAD SCIENCES INC 0.3%
Value $4.194M Shares 67,125 Est. Cost $55.16 Unrealized -1.9%
SSRM SSR MNG INC 0.3%
Value $4.08M Shares 237,511 Est. Cost $19.87 Unrealized +3.9%
JNJ JOHNSON & JOHNSON 0.3%
Value $4.067M Shares 22,981 Est. Cost $151.80 Unrealized +5.4%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value $4.015M Shares 10,896 Est. Cost $481.10 Unrealized -15.4%
FISV FISERV INC 0.3%
Value $3.901M Shares 42,916 Est. Cost $101.21 Unrealized -4.2%
IVV ISHARES TR 0.2%
Value $3.672M Shares 9,605 Est. Cost $458.46 Unrealized
MYFW FIRST WESTN FINL INC 0.2%
Value $3.595M Shares 130,561 Est. Cost $32.47 Unrealized -4.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $3.429M Shares 35,560 Est. Cost $122.58 Unrealized -17.0%
FTV FORTIVE CORP 0.2%
Value $3.41M Shares 62,539 Est. Cost $48.63 Unrealized -10.5%
IJR ISHARES TR 0.2%
Value $3.401M Shares 36,648 Est. Cost $109.02 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value $3.083M Shares 22,380 Est. Cost $160.33 Unrealized -0.5%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $3.073M Shares 39,255 Est. Cost $56.83 Unrealized +14.3%
PEP PEPSICO INC 0.2%
Value $2.987M Shares 17,917 Est. Cost $148.42 Unrealized +0.9%
DFAS DIMENSIONAL ETF TRUST 0.2%
Value $2.939M Shares 60,892 Est. Cost $56.81 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value $2.758M Shares 38,593 Est. Cost $132.78 Unrealized -34.8%
PG PROCTER AND GAMBLE CO 0.2%
Value $2.714M Shares 19,081 Est. Cost $142.14 Unrealized -3.4%
IWS ISHARES TR 0.2%
Value $2.649M Shares 25,846 Est. Cost $121.16 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.2%
Value $2.485M Shares 54,105 Est. Cost $52.63 Unrealized -14.0%
APD AIR PRODS & CHEMS INC 0.2%
Value $2.456M Shares 10,102 Est. Cost $231.91 Unrealized -4.8%
KO COCA COLA CO 0.2%
Value $2.446M Shares 38,992 Est. Cost $54.06 Unrealized +5.0%
IWB ISHARES TR 0.1%
Value $2.223M Shares 10,617 Est. Cost $253.27 Unrealized
GOOG ALPHABET INC 0.1%
Value $1.716M Shares 764 Est. Cost $134.94 Unrealized -13.1%
XOM 1EXXON MOBIL CORP 0.1%
Value $1.689M Shares 19,164 Est. Cost $67.89 Unrealized +17.2%
IVW ISHARES TR 0.1%
Value $1.672M Shares 27,379 Est. Cost $77.72 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value $1.605M Shares 15,066 Est. Cost $116.47 Unrealized -1.4%
IJK ISHARES TR 0.1%
Value $1.603M Shares 24,863 Est. Cost $78.65 Unrealized
PFE PFIZER INC 0.1%
Value $1.544M Shares 30,309 Est. Cost $42.47 Unrealized -1.1%
EMR EMERSON ELEC CO 0.1%
Value $1.54M Shares 19,131 Est. Cost $87.45 Unrealized -6.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.42M Shares 5,195 Est. Cost $323.20 Unrealized -2.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value $1.366M Shares 3,261 Est. Cost $365.96 Unrealized +8.7%
IWN ISHARES TR 0.1%
Value $1.321M Shares 9,655 Est. Cost $163.18 Unrealized
XEL XCEL ENERGY INC 0.1%
Value $1.295M Shares 18,446 Est. Cost $60.38 Unrealized +6.6%
VNQ VANGUARD INDEX FDS 0.1%
Value $1.258M Shares 13,786 Est. Cost $109.51 Unrealized
MRK MERCK & CO INC 0.1%
Value $1.199M Shares 12,959 Est. Cost $69.85 Unrealized +13.4%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value $1.145M Shares 36,268 Est. Cost $31.57 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $1.098M Shares 7,469 Est. Cost $122.75 Unrealized +16.3%
WMT WALMART INC 0.1%
Value $1.089M Shares 8,931 Est. Cost $44.59 Unrealized -1.3%
ABBV ABBVIE INC 0.1%
Value $1.045M Shares 6,782 Est. Cost $126.41 Unrealized +6.1%
MA MASTERCARD INCORPORATED 0.1%
Value $1.033M Shares 3,203 Est. Cost $351.61 Unrealized -4.1%
VOT VANGUARD INDEX FDS 0.1%
Value $1.028M Shares 5,800 Est. Cost $225.69 Unrealized
DVY ISHARES TR 0.1%
Value $994K Shares 8,426 Est. Cost $129.51 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $986K Shares 2,361 Est. Cost $497.99 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value $976K Shares 8,592 Est. Cost $98.48 Unrealized +4.9%
SCZ ISHARES TR 0.1%
Value $932K Shares 17,008 Est. Cost $67.31 Unrealized
OLN OLIN CORP 0.1%
Value $910K Shares 19,667 Est. Cost $47.19 Unrealized +13.5%
AMZN AMAZON COM INC 0.1%
Value $898K Shares 8,237 Est. Cost $126.76 Unrealized -1.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $890K Shares 9,538 Est. Cost $86.76 Unrealized +2.0%
INTC INTEL CORP 0.1%
Value $882K Shares 23,645 Est. Cost $46.18 Unrealized -12.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $859K Shares 1,666 Est. Cost $451.15 Unrealized +4.4%
IWP 1ISHARES TR 0.1%
Value $843K Shares 10,523 Est. Cost $101.97 Unrealized
BRK/A 1BERKSHIRE HATHAWAY INC DEL 0.1%
Value $822K Shares 2 Est. Cost $485492.47 Unrealized -2.9%
PM PHILIP MORRIS INTL INC 0.1%
Value $816K Shares 8,089 Est. Cost $82.79 Unrealized +3.2%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value $812K Shares 27,840 Est. Cost $34.07 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value $791K Shares 13,895 Est. Cost $56.93 Unrealized
LLY LILLY ELI & CO 0.1%
Value $779K Shares 2,412 Est. Cost $248.50 Unrealized +17.1%
MMM 3M CO 0.1%
Value $767K Shares 5,909 Est. Cost $114.60 Unrealized -8.2%
T AT&T INC 0.1%
Value $764K Shares 36,471 Est. Cost $14.96 Unrealized +9.0%
CI CIGNA CORP NEW 0.0%
Value $750K Shares 2,806 Est. Cost $218.34 Unrealized +10.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $655K Shares 3,087 Est. Cost $196.92 Unrealized +2.8%
IVE ISHARES TR 0.0%
Value $637K Shares 4,614 Est. Cost $157.78 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value $630K Shares 9,899 Est. Cost $58.52 Unrealized -18.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $599K Shares 4,258 Est. Cost $112.10 Unrealized +4.8%
CL COLGATE PALMOLIVE CO 0.0%
Value $594K Shares 7,450 Est. Cost $72.33 Unrealized -0.7%
VV VANGUARD INDEX FDS 0.0%
Value $587K Shares 3,375 Est. Cost $211.26 Unrealized
QCOM QUALCOMM INC 0.0%
Value $586K Shares 4,503 Est. Cost $153.59 Unrealized -18.7%
ELV ANTHEM INC 0.0%
Value $565K Shares 1,163 Est. Cost $432.66 Unrealized +8.5%
IWO ISHARES TR 0.0%
Value $553K Shares 2,657 Est. Cost $258.94 Unrealized
IYW ISHARES TR 0.0%
Value $544K Shares 6,700 Est. Cost $104.78 Unrealized
META META PLATFORMS INC 0.0%
Value $527K Shares 3,213 Est. Cost $248.19 Unrealized -22.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $515K Shares 10,118 Est. Cost $41.50 Unrealized -3.3%
CAT CATERPILLAR INC 0.0%
Value $500K Shares 2,723 Est. Cost $195.46 Unrealized +0.9%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value $472K Shares 17,378 Est. Cost $31.49 Unrealized -9.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $463K Shares 1,948 Est. Cost $214.65 Unrealized +4.1%
AXP AMERICAN EXPRESS CO 0.0%
Value $441K Shares 3,163 Est. Cost $171.78 Unrealized -8.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $431K Shares 10,307 Est. Cost $46.17 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value $416K Shares 13,057 Est. Cost $40.82 Unrealized -19.8%
YUM YUM BRANDS INC 0.0%
Value $416K Shares 3,658 Est. Cost $114.39 Unrealized -5.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $407K Shares 2,246 Est. Cost $177.17 Unrealized -13.4%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value $405K Shares 6,338 Est. Cost $63.90 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $404K Shares 2,035 Est. Cost $240.79 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $401K Shares 2,582 Est. Cost $23.91 Unrealized -21.2%
ICF ISHARES TR 0.0%
Value $399K Shares 6,567 Est. Cost $71.87 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $399K Shares 9,563 Est. Cost $37.13 Unrealized +3.6%
CMCSA COMCAST CORP NEW 0.0%
Value $377K Shares 9,595 Est. Cost $42.85 Unrealized -10.5%
IJT ISHARES TR 0.0%
Value $377K Shares 3,555 Est. Cost $126.86 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $363K Shares 5,846 Est. Cost $58.65 Unrealized -2.4%
SBUX STARBUCKS CORP 0.0%
Value $355K Shares 4,649 Est. Cost $85.95 Unrealized -18.1%
VB 1VANGUARD INDEX FDS 0.0%
Value $346K Shares 1,946 Est. Cost $212.89 Unrealized
ITM VANECK ETF TRUST 0.0%
Value $341K Shares 7,538 Est. Cost $47.29 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $340K Shares 2,308 Est. Cost $151.24 Unrealized -2.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value $335K Shares 3,162 Est. Cost $89.19 Unrealized +6.9%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value $329K Shares 7,994 Est. Cost $49.66 Unrealized
AMGN AMGEN INC 0.0%
Value $321K Shares 1,309 Est. Cost $203.29 Unrealized +7.5%
CSCO CISCO SYS INC 0.0%
Value $311K Shares 7,246 Est. Cost $50.28 Unrealized -14.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $308K Shares 8,597 Est. Cost $44.60 Unrealized -16.4%
ETN EATON CORP PLC 0.0%
Value $308K Shares 2,421 Est. Cost $147.33 Unrealized -10.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $305K Shares 2,341 Est. Cost $155.76 Unrealized -15.1%
TGT TARGET CORP 0.0%
Value $300K Shares 2,117 Est. Cost $190.96 Unrealized -10.9%
VTI VANGUARD INDEX FDS 0.0%
Value $298K Shares 1,565 Est. Cost $231.31 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $296K Shares 4,243 Est. Cost $75.10 Unrealized -7.5%
TXT TEXTRON INC 0.0%
Value $295K Shares 4,926 Est. Cost $71.91 Unrealized -9.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $292K Shares 3,400 Est. Cost $102.94 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $285K Shares 477 Est. Cost $629.16 Unrealized +2.7%
CVS CVS HEALTH CORP 0.0%
Value $274K Shares 2,933 Est. Cost $92.00 Unrealized -6.6%
GIS GENERAL MLS INC 0.0%
Value $272K Shares 3,637 Est. Cost $58.78 Unrealized +5.2%
IEMG ISHARES INC 0.0%
Value $272K Shares 5,513 Est. Cost $55.98 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value $269K Shares 2,590 Est. Cost $128.96 Unrealized
PPG PPG INDS INC 0.0%
Value $265K Shares 2,259 Est. Cost $133.86 Unrealized -13.6%
WM WASTE MGMT INC DEL 0.0%
Value $264K Shares 1,746 Est. Cost $142.52 Unrealized +3.8%
EEM ISHARES TR 0.0%
Value $256K Shares 6,352 Est. Cost $45.81 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $252K Shares 1,751 Est. Cost $143.92 Unrealized
IJS ISHARES TR 0.0%
Value $251K Shares 2,813 Est. Cost $103.45 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $249K Shares 1,845 Est. Cost $159.89 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $246K Shares 2,915 Est. Cost $70.82 Unrealized +21.8%
EEMV ISHARES INC 0.0%
Value $241K Shares 4,335 Est. Cost $61.59 Unrealized
GLD SPDR GOLD TR 0.0%
Value $240K Shares 1,415 Est. Cost $180.92 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value $239K Shares 1,398 Est. Cost $168.93 Unrealized -6.1%
COP CONOCOPHILLIPS 0.0%
Value $237K Shares 2,595 Est. Cost $79.66 Unrealized +12.9%
AZO AUTOZONE INC 0.0%
Value $225K Shares 105 Est. Cost $2056.62 Unrealized 0.0%
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value $220K Shares 1,832 Est. Cost $143.01 Unrealized
BAX BAXTER INTL INC 0.0%
Value $219K Shares 3,322 Est. Cost $76.40 Unrealized -13.1%
PROSHARES ULTRAPRO S&P 500 ETF 0.0%
Value $217K Shares 6,226 Est. Cost $63.60 Unrealized
AFL AFLAC INC 0.0%
Value $217K Shares 3,919 Est. Cost $57.30 Unrealized -5.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value $216K Shares 6,799 Est. Cost $38.50 Unrealized
URTY PROSHARES TR ULTRAPRO RUSSELL2 0.0%
Value $202K Shares 5,151 Est. Cost $75.33 Unrealized
USB US BANCORP DEL 0.0%
Value $202K Shares 4,385 Est. Cost $47.84 Unrealized -12.4%
S&W SEED CO 0.0%
Value $161K Shares 165,315 Est. Cost $2.15 Unrealized
VRRM VERRA MOBILITY CORP 0.0%
Value $158K Shares 10,000 Est. Cost $16.09 Unrealized -5.6%
22ND CENTY GROUP INC 0.0%
Value $36,000 Shares 18,051 Est. Cost $2.38 Unrealized