Sponsored

The Analysis of First Western Trust Bank's Holdings & P&L

Currently, First Western Trust Bank holds 205 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in SPY (+78.9K shares, valued at $51.3M), VTI (+133.3K shares, valued at $42.8M), VEA (+255.9K shares, valued at $16.4M); decreased their positions in SYK (-233.8K shares, valued at $76.8M), N/A (-10.5K shares, valued at $6.3M), IWR (-29.1K shares, valued at $2.8M); initiated new positions in N/A (+400.1K shares, valued at $1.3M), IBHL (+19.3K shares, valued at $488.3K), IBHJ (+18.6K shares, valued at $487.9K).

1M P&L

-45.5M-2.58%

3M P&L

-204.3M-10.64%

HY P&L

-125.3M-6.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Devices1.1B

64.7%

2N/A326.8M

18.4%

3Software - Infrastructure32.2M

1.8%

Top Industries by Stock Count

1N/A52 stocks

28.9%

2Drug Manufacturers - General8 stocks

4.4%

3Semiconductors7 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SYK STRYKER CORPORATION3.0M shares-7.19%2026-03-312026-05-12

Vanguard S&P 500 Vanguard S&P 500225.6K shares-4.44%2026-03-312026-05-12

IWR iShares Russell Mid Cap1.0M shares-2.72%2026-03-312026-05-12

SPY SPDR S&P 500124.5K shares172.84%2026-03-312026-05-12

Invesco S&P 500 Equal Weight Invesco S&P 500 Equal Weight343.7K shares3.19%2026-03-312026-05-12

VEA Vanguard FTSE Developed Markets930.8K shares37.93%2026-03-312026-05-12

IWM iShares Russell 2000237.9K shares0.39%2026-03-312026-05-12

VTI VANGUARD INDEX FDS135.2K shares7099.57%2026-03-312026-05-12

Sponsored

EEM ISHARES TR594.1K shares48.84%2026-03-312026-05-12

AAPL APPLE INC118.8K shares1.47%2026-03-312026-05-12

WWD WOODWARD INC59.4K shares-6.19%2026-03-312026-05-12

ALPHABET INC ALPHABET INC64.8K shares-1.48%2026-03-312026-05-12

MSFT MICROSOFT CORP49.9K shares-3.03%2026-03-312026-05-12

IJH ISHARES TR210.3K shares8.79%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO.41.0K shares-2.29%2026-03-312026-05-12

COST COSTCO WHSL CORP NEW10.6K shares-1.65%2026-03-312026-05-12

Sponsored

NVDA NVIDIA CORPORATION59.4K shares-0.81%2026-03-312026-05-12

V VISA INC30.7K shares-1.32%2026-03-312026-05-12

VTWO Vanguard Russell 200092.4K shares6.27%2026-03-312026-05-12

EFA iShares MSCI EAFE80.3K shares16.65%2026-03-312026-05-12

MCD MCDONALDS CORP23.8K shares-9.56%2026-03-312026-05-12

TJX TJX COS INC NEW41.8K shares-5.91%2026-03-312026-05-12

GILD GILEAD SCIENCES INC47.7K shares-1.75%2026-03-312026-05-12

SLB SCHLUMBERGER LTD125.2K shares0.02%2026-03-312026-05-12

Sponsored

HD HOME DEPOT INC19.2K shares-1.03%2026-03-312026-05-12

TXN TEXAS INSTRS INC30.9K shares-0.46%2026-03-312026-05-12

IWF iShares Russell 1000 Growth13.9K shares-1.53%2026-03-312026-05-12

ORCL ORACLE CORP34.8K shares-7.27%2026-03-312026-05-12

ECL ECOLAB INC18.5K shares-1.72%2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW14.2K shares-1.15%2026-03-312026-05-12

IVV ISHARES TR6.9K shares66.72%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC8.9K shares-0.34%2026-03-312026-05-12

Sponsored

JNJ JOHNSON & JOHNSON17.7K shares-10.20%2026-03-312026-05-12

HON HONEYWELL INTL INC18.7K shares-0.61%2026-03-312026-05-12

ABT ABBOTT LABS40.1K shares-1.52%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX FDS75.7K shares903.56%2026-03-312026-05-12

DHR DANAHER CORPORATION20.4K shares-0.07%2026-03-312026-05-12

ALPHABET INC ALPHABET INC13.3K shares-2.56%2026-03-312026-05-12

IJR ISHARES TR30.4K shares0.40%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC10.9K shares-1.13%2026-03-312026-05-12

Sponsored

BLACKROCK INC BLACKROCK INC3.9K shares-0.74%2026-03-312026-05-12

AMZN AMAZON COM INC17.6K shares-1.38%2026-03-312026-05-12

DFAS Dimensional US Small Cap ETF49.1K shares-5.62%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.2K shares-1.27%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE INC21.0K shares-2.72%2026-03-312026-05-12

SPGI S&P GLOBAL INC7.6K shares-1.20%2026-03-312026-05-12

NEE NEXTERA ENERGY INC33.8K shares0.97%2026-03-312026-05-12

INTU INTUIT7.1K shares-6.56%2026-03-312026-05-12

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND14.0K shares3.28%2026-03-312026-05-12

WMT WALMART INC21.7K shares0.49%2026-03-312026-05-12

PEP PEPSICO INC17.3K shares-3.99%2026-03-312026-05-12

KO COCA COLA CO35.2K shares-0.61%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE9.4K shares-2.43%2026-03-312026-05-12

AMT AMERICAN TOWER CORP NEW14.6K shares0.85%2026-03-312026-05-12

MYFW FIRST WESTN FINL INC98.2K shares7.38%2026-03-312026-05-12

IWB ISHARES TR6.7K shares-27.98%2026-03-312026-05-12

Sponsored

EMR EMERSON ELEC CO17.5K shares-10.25%2026-03-312026-05-12

IVW ISHARES TR20.0K shares0.36%2026-03-312026-05-12

PG PROCTER AND GAMBLE CO15.2K shares-0.93%2026-03-312026-05-12

KNX KNIGHT-SWIFT TRANSN HLDGS INC37.5K shares-6.76%2026-03-312026-05-12

RTX RTX CORPORATION11.0K shares0.00%2026-03-312026-05-12

DIS DISNEY WALT CO22.0K shares1.62%2026-03-312026-05-12

KDP KEURIG DR PEPPER INC79.8K shares24.19%2026-03-312026-05-12

GEV GE VERNOVA INC2.3K shares-2.59%2026-03-312026-05-12

Sponsored

BMY BRISTOL-MYERS SQUIBB CO32.6K shares0.03%2026-03-312026-05-12

FTV FORTIVE CORP31.1K shares-0.89%2026-03-312026-05-12

XOM EXXON MOBIL CORP10.1K shares4.17%2026-03-312026-05-12

IWD iShares Russell 1000 Value8.0K shares5.00%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP2.8K shares7.05%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO5.5K shares-9.59%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-12

ABBV ABBVIE INC6.2K shares-0.06%2026-03-312026-05-12

Sponsored

VENU HLDG CORP VENU HLDG CORP400.1K sharesnew addition2026-03-312026-05-12

BROADCOM INC BROADCOM INC4.2K shares-0.53%2026-03-312026-05-12

SPDR SER TR SPDR SER TR12.8K shares0.18%2026-03-312026-05-12

LWLG LIGHTWAVE LOGIC INC173.6K shares-25.69%2026-03-312026-05-12

IYW ISHARES TR6.7K shares0.00%2026-03-312026-05-12

PGR PROGRESSIVE CORP6.1K shares-0.64%2026-03-312026-05-12

APD AIR PRODS & CHEMS INC4.1K shares8.91%2026-03-312026-05-12

XEL XCEL ENERGY INC14.9K shares1.20%2026-03-312026-05-12

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC12.6K shares-0.02%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC6.7K shares-2.37%2026-03-312026-05-12

LLY ELI LILLY & CO1.2K shares-2.96%2026-03-312026-05-12

MA MASTERCARD INCORPORATED2.1K shares-0.05%2026-03-312026-05-12

EL LAUDER ESTEE COS INC13.7K shares1.91%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC2.7K shares-4.49%2026-03-312026-05-12

ADBE ADOBE INC4.0K shares2.36%2026-03-312026-05-12

CVX CHEVRON CORP NEW4.2K shares6.34%2026-03-312026-05-12

Sponsored

AZO AUTOZONE INC256 shares184.44%2026-03-312026-05-12

CSCO CISCO SYS INC10.5K shares9.39%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-1.72%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC6.6K shares3.26%2026-03-312026-05-12

EIX EDISON INTL10.6K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC1.3K shares-2.22%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP2.8K shares0.04%2026-03-312026-05-12

PFE PFIZER INC25.8K shares3.29%2026-03-312026-05-12

Sponsored

MMM 3M CO5.0K shares-0.08%2026-03-312026-05-12

CAT CATERPILLAR INC1.0K shares0.00%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP790 shares0.00%2026-03-312026-05-12

ADI ANALOG DEVICES INC2.2K shares4.34%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP7.3K shares-3.38%2026-03-312026-05-12

INTC INTEL CORP15.4K shares6.21%2026-03-312026-05-12

PYPL PAYPAL HLDGS INC14.4K shares-2.26%2026-03-312026-05-12

MDY SPDR S&P MIDCAP 400 ETF TR1.1K shares0.00%2026-03-312026-05-12

Sponsored

TDG TRANSDIGM GROUP INC560 shares0.00%2026-03-312026-05-12

MCK MCKESSON CORP743 shares-0.40%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR21.9K shares0.00%2026-03-312026-05-12

SCZ ISHARES TR8.1K shares0.00%2026-03-312026-05-12

IWP iShares Russell Mid Cap Growth5.0K shares-2.34%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO7.4K shares0.00%2026-03-312026-05-12

WFC WELLS FARGO CO NEW7.8K shares-0.06%2026-03-312026-05-12

YUM YUM BRANDS INC4.0K shares0.00%2026-03-312026-05-12

Sponsored

DFIV DIMENSIONAL ETF TRUST11.2K shares-27.35%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING INC2.8K shares-1.16%2026-03-312026-05-12

OLN OLIN CORP19.1K shares0.00%2026-03-312026-05-12

TSLA TESLA INC1.5K shares-1.19%2026-03-312026-05-12

AMGN AMGEN INC1.5K shares0.00%2026-03-312026-05-12

TOWN TOWNEBANK PORTSMOUTH VA15.0K shares-1.63%2026-03-312026-05-12

QCOM QUALCOMM INC3.9K shares-14.05%2026-03-312026-05-12

UNP UNION PAC CORP2.1K shares-0.43%2026-03-312026-05-12

Sponsored

MO ALTRIA GROUP INC7.5K shares-0.74%2026-03-312026-05-12

IWN iShares Russell 2000 Value2.6K shares0.00%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS5.5K shares-45.80%2026-03-312026-05-12

IBHL ISHARES TR19.3K sharesnew addition2026-03-312026-05-12

IBHJ ISHARES TR18.6K sharesnew addition2026-03-312026-05-12

IBHI ISHARES TR20.9K sharesnew addition2026-03-312026-05-12

IVE ISHARES TR2.3K shares4.62%2026-03-312026-05-12

IBHK ISHARES TR19.1K sharesnew addition2026-03-312026-05-12

Sponsored

IBHH ISHARES TR20.7K sharesnew addition2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares31.02%2026-03-312026-05-12

DHY CREDIT SUISSE HIGH YIELD BD FD250.0K shares400.00%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST6.7K shares-16.56%2026-03-312026-05-12

JSTC TIDAL ETF TR24.2K sharesnew addition2026-03-312026-05-12

IWC ISHARES TR2.9K shares0.00%2026-03-312026-05-12

ROP ROPER TECHNOLOGIES INC1.3K shares-83.26%2026-03-312026-05-12

CB CHUBB LIMITED1.4K shares0.71%2026-03-312026-05-12

Sponsored

INVESCO QQQ TR INVESCO QQQ TR797 shares-1.73%2026-03-312026-05-12

IJT ISHARES TR3.1K shares-0.82%2026-03-312026-05-12

AMAT APPLIED MATLS INC1.3K shares13.47%2026-03-312026-05-12

FDX FEDEX CORP1.2K shares0.00%2026-03-312026-05-12

CARR CARRIER GLOBAL CORPORATION7.7K shares0.00%2026-03-312026-05-12

ALPS ETF TR ALPS ETF TR8.0K sharesnew addition2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS544 shares0.00%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS2.0K shares-9.62%2026-03-312026-05-12

Sponsored

WM WASTE MGMT INC DEL1.8K shares0.00%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.00%2026-03-312026-05-12

AFL AFLAC INC3.7K shares0.00%2026-03-312026-05-12

DE DEERE & CO708 shares0.00%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP2.2K shares0.00%2026-03-312026-05-12

NKE NIKE INC7.5K shares-2.30%2026-03-312026-05-12

NU NU HLDGS LTD26.7K shares0.00%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC6.6K shares0.11%2026-03-312026-05-12

Sponsored

IWO iShares Russell 2000 Growth1.2K shares-2.85%2026-03-312026-05-12

EME EMCOR GROUP INC503 shares0.00%2026-03-312026-05-12

DVY ISHARES TR2.4K shares12.76%2026-03-312026-05-12

SBUX STARBUCKS CORP4.0K shares-6.30%2026-03-312026-05-12

IWS iShares Russell Mid Cap Value2.4K shares-4.41%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-05-12

SNDK SANDISK CORP550 sharesnew addition2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR11.3K shares0.00%2026-03-312026-05-12

Sponsored

CVS CVS HEALTH CORP4.7K shares10.52%2026-03-312026-05-12

PHO INVESCO EXCHANGE TRADED FD TR5.0K shares-30.27%2026-03-312026-05-12

GLD SPDR GOLD TR782 shares-3.69%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC389 shares-0.51%2026-03-312026-05-12

OKE ONEOK INC NEW3.6K shares64.71%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC1.3K shares0.00%2026-03-312026-05-12

COP CONOCOPHILLIPS2.4K shares0.85%2026-03-312026-05-12

SPMO INVESCO EXCH TRADED FD TR II2.8K shares-8.42%2026-03-312026-05-12

Sponsored

NDSN NORDSON CORP1.2K shares-0.52%2026-03-312026-05-12

IEMG ISHARES INC4.4K shares20.72%2026-03-312026-05-12

CASY CASEYS GEN STORES INC419 shares-0.71%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC1.0K shares10.76%2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP3.8K shares0.00%2026-03-312026-05-12

VTWV Vanguard Russell 2000 Value1.7K shares0.00%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC824 shares1.85%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC1.0K shares-24.91%2026-03-312026-05-12

Sponsored

T AT&T INC9.4K shares-4.24%2026-03-312026-05-12

CMCSA COMCAST CORP NEW9.3K shares2.70%2026-03-312026-05-12

WSM WILLIAMS SONOMA INC1.4K shares0.00%2026-03-312026-05-12

FN FABRINET503 shares-16.45%2026-03-312026-05-12

LOW LOWES COS INC1.1K sharesnew addition2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC5.2K shares-15.52%2026-03-312026-05-12

PEG PUBLIC SVC ENTERPRISE GRP INC3.2K shares0.00%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC60 shares0.00%2026-03-312026-05-12

Sponsored

DOV DOVER CORP1.2K shares0.00%2026-03-312026-05-12

NTR NUTRIEN LTD3.3K shares0.92%2026-03-312026-05-12

TGT TARGET CORP2.0K shares-1.89%2026-03-312026-05-12

LINDE PLC LINDE PLC491 shares1.87%2026-03-312026-05-12

BAC BANK AMERICA CORP4.9K shares2.43%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS1.6K shares0.00%2026-03-312026-05-12

MGC VANGUARD WORLD FD991 shares-19.37%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR1.7K shares-53.59%2026-03-312026-05-12

Sponsored

HYG ISHARES TR2.8K sharesnew addition2026-03-312026-05-12

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-05-12

CME CME GROUP INC750 shares0.00%2026-03-312026-05-12

BN BROOKFIELD CORP5.4K shares0.00%2026-03-312026-05-12

VB VANGUARD INDEX FDS833 shares6.25%2026-03-312026-05-12

PPG PPG INDS INC2.0K shares0.00%2026-03-312026-05-12

SCHH SCHWAB STRATEGIC TR9.9K sharesnew addition2026-03-312026-05-12

Sponsored

VTV VANGUARD INDEX FDS1.1K shares-2.09%2026-03-312026-05-12

GEHC GE HEALTHCARE TECHNOLOGIES INC3.0K shares0.00%2026-03-312026-05-12

KR KROGER CO2.8K sharesnew addition2026-03-312026-05-12

TRGP TARGA RES CORP806 sharesnew addition2026-03-312026-05-12

VO VANGUARD INDEX FDS701 sharesnew addition2026-03-312026-05-12

SYK

STRYKER CORPORATION

-7.19%

Shares3.0M

Event2026-03-31

Filed2026-05-12

Vanguard S&P 500

-4.44%

Shares225.6K

Event2026-03-31

Filed2026-05-12

IWR

iShares Russell Mid Cap

-2.72%

Shares1.0M

Event2026-03-31

Filed2026-05-12

SPY

SPDR S&P 500

172.84%

Shares124.5K

Event2026-03-31

Filed2026-05-12

Invesco S&P 500 Equal Weight

3.19%

Shares343.7K

Event2026-03-31

Filed2026-05-12

VEA

Vanguard FTSE Developed Markets

37.93%

Shares930.8K

Event2026-03-31

Filed2026-05-12

IWM

iShares Russell 2000

0.39%

Shares237.9K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

7099.57%

Shares135.2K

Event2026-03-31

Filed2026-05-12

EEM

ISHARES TR

48.84%

Shares594.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

1.47%

Shares118.8K

Event2026-03-31

Filed2026-05-12

WWD

WOODWARD INC

-6.19%

Shares59.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-1.48%

Shares64.8K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-3.03%

Shares49.9K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

8.79%

Shares210.3K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO.

-2.29%

Shares41.0K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHSL CORP NEW

-1.65%

Shares10.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-0.81%

Shares59.4K

Event2026-03-31

Filed2026-05-12

VISA INC

-1.32%

Shares30.7K

Event2026-03-31

Filed2026-05-12

VTWO

Vanguard Russell 2000

6.27%

Shares92.4K

Event2026-03-31

Filed2026-05-12

EFA

iShares MSCI EAFE

16.65%

Shares80.3K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-9.56%

Shares23.8K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

-5.91%

Shares41.8K

Event2026-03-31

Filed2026-05-12

GILD

GILEAD SCIENCES INC

-1.75%

Shares47.7K

Event2026-03-31

Filed2026-05-12

SLB

SCHLUMBERGER LTD

0.02%

Shares125.2K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-1.03%

Shares19.2K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

-0.46%

Shares30.9K

Event2026-03-31

Filed2026-05-12

IWF

iShares Russell 1000 Growth

-1.53%

Shares13.9K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-7.27%

Shares34.8K

Event2026-03-31

Filed2026-05-12

ECL

ECOLAB INC

-1.72%

Shares18.5K

Event2026-03-31

Filed2026-05-12

MAR

MARRIOTT INTL INC NEW

-1.15%

Shares14.2K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

66.72%

Shares6.9K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

-0.34%

Shares8.9K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-10.20%

Shares17.7K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

-0.61%

Shares18.7K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABS

-1.52%

Shares40.1K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX FDS

903.56%

Shares75.7K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORPORATION

-0.07%

Shares20.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-2.56%

Shares13.3K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

0.40%

Shares30.4K

Event2026-03-31

Filed2026-05-12

LHX

L3HARRIS TECHNOLOGIES INC

-1.13%

Shares10.9K

Event2026-03-31

Filed2026-05-12

BLACKROCK INC

-0.74%

Shares3.9K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-1.38%

Shares17.6K

Event2026-03-31

Filed2026-05-12

DFAS

Dimensional US Small Cap ETF

-5.62%

Shares49.1K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-1.27%

Shares7.2K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTAL EXCHANGE INC

-2.72%

Shares21.0K

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC

-1.20%

Shares7.6K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

0.97%

Shares33.8K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT

-6.56%

Shares7.1K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

3.28%

Shares14.0K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

0.49%

Shares21.7K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

-3.99%

Shares17.3K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-0.61%

Shares35.2K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

-2.43%

Shares9.4K

Event2026-03-31

Filed2026-05-12

AMT

AMERICAN TOWER CORP NEW

0.85%

Shares14.6K

Event2026-03-31

Filed2026-05-12

MYFW

FIRST WESTN FINL INC

7.38%

Shares98.2K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

-27.98%

Shares6.7K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELEC CO

-10.25%

Shares17.5K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

0.36%

Shares20.0K

Event2026-03-31

Filed2026-05-12

PROCTER AND GAMBLE CO

-0.93%

Shares15.2K

Event2026-03-31

Filed2026-05-12

KNX

KNIGHT-SWIFT TRANSN HLDGS INC

-6.76%

Shares37.5K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

1.62%

Shares22.0K

Event2026-03-31

Filed2026-05-12

KDP

KEURIG DR PEPPER INC

24.19%

Shares79.8K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

-2.59%

Shares2.3K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO

0.03%

Shares32.6K

Event2026-03-31

Filed2026-05-12

FTV

FORTIVE CORP

-0.89%

Shares31.1K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

4.17%

Shares10.1K

Event2026-03-31

Filed2026-05-12

IWD

iShares Russell 1000 Value

5.00%

Shares8.0K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

7.05%

Shares2.8K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

-9.59%

Shares5.5K

Event2026-03-31

Filed2026-05-12

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-0.06%

Shares6.2K

Event2026-03-31

Filed2026-05-12

VENU HLDG CORP

New

Shares400.1K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-0.53%

Shares4.2K

Event2026-03-31

Filed2026-05-12

SPDR SER TR

0.18%

Shares12.8K

Event2026-03-31

Filed2026-05-12

LWLG

LIGHTWAVE LOGIC INC

-25.69%

Shares173.6K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

-0.64%

Shares6.1K

Event2026-03-31

Filed2026-05-12

APD

AIR PRODS & CHEMS INC

8.91%

Shares4.1K

Event2026-03-31

Filed2026-05-12

XEL

XCEL ENERGY INC

1.20%

Shares14.9K

Event2026-03-31

Filed2026-05-12

ZBH

ZIMMER BIOMET HOLDINGS INC

-0.02%

Shares12.6K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC

-2.37%

Shares6.7K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-2.96%

Shares1.2K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-0.05%

Shares2.1K

Event2026-03-31

Filed2026-05-12

LAUDER ESTEE COS INC

1.91%

Shares13.7K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

-4.49%

Shares2.7K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

2.36%

Shares4.0K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORP NEW

6.34%

Shares4.2K

Event2026-03-31

Filed2026-05-12

AZO

AUTOZONE INC

184.44%

Shares256

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

9.39%

Shares10.5K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

-1.72%

Shares3.3K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

3.26%

Shares6.6K

Event2026-03-31

Filed2026-05-12

EIX

EDISON INTL

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-12