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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

First Western Trust Bank

Quarter ended Q3 2024 · Filed November 7, 2024 · Accession 0001513189-24-000017

Total Value
$2.22B
Positions
279
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1STRYKER CORPORATIONSYK3,496,220$1.26B56.79%
2VANGUARD INDEX FDS922908363306,880$161.9M7.28%
3ISHARES TR4642874991,114,626$98.2M4.42%
4SPDR S&P 500 ETF TRSPY98,626$56.6M2.54%
5ISHARES TR464287655238,801$52.7M2.37%
6VANGUARD INDEX FDS922908769134,895$38.2M1.72%
7VANGUARD TAX-MANAGED FDS921943858717,212$37.9M1.70%
8INVESCO EXCHANGE TRADED FD TRIVZ167,814$30.1M1.35%
9APPLE INCAAPL110,872$25.8M1.16%
10ISHARES TR46436E8741,022,702$24.5M1.10%
11MICROSOFT CORPMSFT56,996$24.5M1.10%
12ORACLE CORPORCL-PD82,058$14.0M0.63%
13ALPHABET INCGOOG77,749$12.9M0.58%
14ISHARES TR464287507206,212$12.9M0.58%
15WOODWARD INCWWD70,023$12.0M0.54%
16COSTCO WHSL CORP NEW22160K10512,651$11.2M0.50%
17TJX COS INC NEW87254010981,796$9.6M0.43%
18SPDR S&P 500 ETF TRSPY16,609$9.5M0.43%
19JPMORGAN CHASE & CO.VYLD45,180$9.5M0.43%
20VISA INCV33,401$9.2M0.41%
21HOME DEPOT INCHD21,559$8.7M0.39%
22MCDONALDS CORPMCD28,544$8.7M0.39%
23TEXAS INSTRS INC88250810438,196$7.9M0.35%
24ACCENTURE PLC IRELANDACN20,165$7.1M0.32%
25THERMO FISHER SCIENTIFIC INCTMO11,379$7.0M0.32%
26ISHARES TR46428761417,925$6.7M0.30%
27DANAHER CORPORATION23585110224,174$6.7M0.30%
28SCHLUMBERGER LTDSLB159,406$6.7M0.30%
29ISHARES TR46428746579,914$6.7M0.30%
30KEURIG DR PEPPER INCKDP159,899$6.0M0.27%
31FISERV INCFISV33,302$6.0M0.27%
32ECOLAB INCECL23,276$5.9M0.27%
33VANGUARD SCOTTSDALE FDS92206C66465,695$5.9M0.26%
34ROPER TECHNOLOGIES INCROP9,957$5.5M0.25%
35INTUITINTU8,872$5.5M0.25%
36ABBOTT LABSABLZF47,436$5.4M0.24%
37HONEYWELL INTL INC43851610622,711$4.7M0.21%
38S&P GLOBAL INCSPGI9,084$4.7M0.21%
39GILEAD SCIENCES INCGILD53,332$4.5M0.20%
40AMERICAN TOWER CORP NEW03027X10018,872$4.4M0.20%
41MARRIOTT INTL INC NEW57190320217,140$4.3M0.19%
42BLACKROCK INCBLK4,467$4.2M0.19%
43INTERCONTINENTAL EXCHANGE INC45866F10424,389$3.9M0.18%
44DIMENSIONAL ETF TRUST25434V50060,267$3.9M0.18%
45NIKE INCNKE43,841$3.9M0.17%
46WISDOMTREE TRWT61,904$3.9M0.17%
47NEXTERA ENERGY INCNEE-PW45,139$3.8M0.17%
48VANGUARD INTL EQUITY INDEX FDS92204285878,754$3.8M0.17%
49ISHARES TR46428780432,193$3.8M0.17%
50WISDOMTREE TRWT69,790$3.7M0.17%
51ADOBE INCADBE7,067$3.7M0.16%
52FORTIVE CORPFTV43,582$3.4M0.15%
53ISHARES TR46428762210,617$3.3M0.15%
54L3HARRIS TECHNOLOGIES INCLHX13,605$3.2M0.15%
55ISHARES TR4642872005,589$3.2M0.14%
56JOHNSON & JOHNSONJNJ19,386$3.1M0.14%
57PEPSICO INCPEP17,679$3.0M0.14%
58ISHARES TR46428749931,779$2.8M0.13%
59ISHARES TR46428759814,115$2.7M0.12%
60DISNEY WALT CO25468710627,560$2.7M0.12%
61COCA COLA COKO36,412$2.6M0.12%
62ISHARES TR46428730926,705$2.6M0.11%
63KNIGHT-SWIFT TRANSN HLDGS INC49904910443,847$2.4M0.11%
64FIRST WESTN FINL INC33751L105117,916$2.4M0.11%
65PROCTER AND GAMBLE CO74271810913,403$2.3M0.10%
66NVIDIA CORPORATIONNVDA18,428$2.2M0.10%
67BERKSHIRE HATHAWAY INC DELBRK-A4,534$2.1M0.09%
68ALPHABET INCGOOG11,642$1.9M0.09%
69EMERSON ELEC COEMR17,549$1.9M0.09%
70AIR PRODS & CHEMS INCAIIR6,380$1.9M0.09%
71LAUDER ESTEE COS INC51843910418,721$1.9M0.08%
72PAYPAL HLDGS INCPYPL23,404$1.8M0.08%
73GE AEROSPACE3696043019,600$1.8M0.08%
74WALMART INCWMT21,782$1.8M0.08%
75BRISTOL-MYERS SQUIBB COCELG-RI33,506$1.7M0.08%
76ISHARES INC46428677226,900$1.7M0.08%
77LOCKHEED MARTIN CORPLMT2,915$1.7M0.08%
78PROGRESSIVE CORP7433151036,286$1.6M0.07%
79ZIMMER BIOMET HOLDINGS INCZBH14,610$1.6M0.07%
80ISHARES TR4642876555,811$1.3M0.06%
81ELI LILLY & COLLY1,434$1.3M0.06%
82VANGUARD INDEX FDS92290855312,778$1.2M0.06%
83EXXON MOBIL CORPXOM10,360$1.2M0.05%
84MERCK & CO INCMRK9,547$1.1M0.05%
85AMAZON COM INCAMZN5,695$1.1M0.05%
86APPLE INCAAPL4,551$1.1M0.05%
87MASTERCARD INCORPORATEDMA2,132$1.1M0.05%
88XCEL ENERGY INCXELLL16,121$1.1M0.05%
89RTX CORPORATIONRTX8,621$1.0M0.05%
90AMERICAN EXPRESS COAXP3,807$1.0M0.05%
91ABBVIE INCABBV5,223$1.0M0.05%
92ISHARES TR4642877216,700$1.0M0.05%
93THE CIGNA GROUP1255231002,819$976,6140.04%
94ISHARES INC46428680627,735$938,5520.04%
95EATON CORP PLCETN2,811$931,6780.04%
96OLIN CORPOLN19,097$916,2740.04%
97ISHARES TR46428827313,041$882,8760.04%
98INTERNATIONAL BUSINESS MACHSINTR3,987$881,4460.04%
99DIMENSIONAL ETF TRUST25434V80723,028$876,9060.04%
100TRANSDIGM GROUP INCTDG608$867,6950.04%
101META PLATFORMS INCMETA1,485$850,0730.04%
102PHILIP MORRIS INTL INC7181721096,900$837,6600.04%
103COLGATE PALMOLIVE COCL7,431$771,4120.03%
104AUTOMATIC DATA PROCESSING INCADP2,740$758,2400.03%
105UNITEDHEALTH GROUP INCUNH1,259$736,1120.03%
106QUALCOMM INCQCOM4,312$733,2560.03%
1073M COMMM5,302$724,7830.03%
108ISHARES TR4642874083,662$722,0370.03%
109ISHARES TR46436E87428,881$693,1440.03%
110BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.03%
111BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.03%
112CHEVRON CORP NEWCVX4,595$676,7060.03%
113ISHARES TR4642874815,537$649,4350.03%
114LIGHTWAVE LOGIC INCLWLG233,598$644,7300.03%
115MICROSOFT CORPMSFT1,493$642,4380.03%
116GE VERNOVA INCGEV2,498$636,9400.03%
117PFIZER INCPFE21,628$625,9140.03%
118CARRIER GLOBAL CORPORATIONCARR7,642$615,1050.03%
119VANGUARD INDEX FDS9229083631,157$610,5140.03%
120TOWNEBANK PORTSMOUTH VA89214P10918,123$599,1460.03%
121ISHARES TR4642878874,244$591,9960.03%
122SCHWAB STRATEGIC TR8085243005,481$571,0110.03%
123BROADCOM INCAVGO3,227$556,6580.03%
124TETRA TECH INC NEWTTEK11,770$555,0730.02%
125SCHWAB CHARLES CORPSCHW-PJ8,544$553,7370.02%
126YUM BRANDS INCYUM3,896$544,3100.02%
127ELEVANCE HEALTH INCELV1,045$543,4000.02%
128VANGUARD INDEX FDS9229087361,413$542,4930.02%
129SPDR S&P MIDCAP 400 ETF TRMDY949$540,6070.02%
130REGENERON PHARMACEUTICALSREGN514$540,3370.02%
131VANGUARD INDEX FDS9229086371,931$508,4130.02%
132UNION PAC CORPUNP2,057$507,0090.02%
133DIMENSIONAL ETF TRUST25434V4017,994$497,2270.02%
134EXXON MOBIL CORPXOM4,232$496,0750.02%
135VANGUARD INDEX FDS9229086291,869$493,0980.02%
136ASTRAZENECA PLCAZN6,314$491,9240.02%
137ANALOG DEVICES INCADI2,099$483,1270.02%
138VANGUARD TAX-MANAGED FDS9219438589,146$483,0000.02%
139ISHARES TR4642874733,629$479,9950.02%
140VANGUARD SPECIALIZED FUNDS9219088442,419$479,1070.02%
141BLACKROCK MUNIYIELD QUALITY FDBLK39,221$470,6520.02%
142ORACLE CORPORCL-PD2,720$463,4880.02%
143DIMENSIONAL ETF TRUST25434V72411,048$460,5910.02%
144BROOKFIELD INFRAST PARTNERS LPG1625210113,120$459,7250.02%
145TIDAL ETF TR88636487624,224$457,1070.02%
146ISHARES TR4642876302,708$451,7490.02%
147MCKESSON CORPMCK913$451,4050.02%
148CATERPILLAR INCCAT1,145$447,8320.02%
149DUKE ENERGY CORP NEWDUKB3,651$420,9600.02%
150AFLAC INCAFL3,757$420,0330.02%
151MONDELEZ INTL INC6092071055,626$414,4670.02%
152STARBUCKS CORPSBUX4,242$413,5530.02%
153ALTRIA GROUP INCMO7,998$408,2180.02%
154OTIS WORLDWIDE CORPOTIS3,770$391,8540.02%
155WASTE MGMT INC DEL94106L1091,871$388,4200.02%
156JPMORGAN CHASE & CO.VYLD1,804$380,3910.02%
157AUTOZONE INCAZO120$378,0050.02%
158ILLINOIS TOOL WKS INC4523081091,398$366,3740.02%
159INTEL CORPINTC15,550$364,8030.02%
160ALPHABET INCGOOG2,198$364,5380.02%
161ISHARES TR4642888692,947$363,4240.02%
162WILLIAMS COS INC9694571007,790$355,6140.02%
163TJX COS INC NEW8725401092,902$341,1010.02%
164CISCO SYS INCCSCO6,270$333,6890.02%
165STRYKER CORPORATIONSYK918$331,6370.01%
166ONEOK INC NEWOKE3,637$331,4400.01%
167TARGET CORPTGT2,070$322,6300.01%
168HOME DEPOT INCHD792$320,9180.01%
169COSTCO WHSL CORP NEW22160K105358$317,3740.01%
170STANLEY BLACK & DECKER INCSWK2,817$310,2360.01%
171CVS HEALTH CORPCVS4,915$309,0550.01%
172NORDSON CORPNDSN1,166$306,2270.01%
173SCHWAB STRATEGIC TR8085244093,768$302,8340.01%
174THERMO FISHER SCIENTIFIC INCTMO488$301,8620.01%
175DEERE & CODE716$298,8080.01%
176ISHARES TR4642876481,047$297,4830.01%
177VERIZON COMMUNICATIONS INCVZ6,554$294,3400.01%
178COMCAST CORP NEWCCZ6,842$285,7900.01%
179DISCOVER FINL SVCS2547091082,023$283,8070.01%
180PUBLIC SVC ENTERPRISE GRP INC7445731063,165$282,3500.01%
181AMGEN INCAMGN876$282,2560.01%
182INVESCO EXCHANGE TRADED FD TRIVZ4,000$282,1600.01%
183GENERAL MLS INC3703341043,795$280,2610.01%
184TEXAS INSTRS INC8825081041,356$280,1090.01%
185RBB FD INC74933W4115,250$273,1280.01%
186WILLIAMS SONOMA INCWSM1,740$269,5610.01%
187PARKER-HANNIFIN CORPPH425$268,5240.01%
188ISHARES TR4642878792,489$267,9660.01%
189PPG INDS INC6935061071,996$264,3900.01%
190GE HEALTHCARE TECHNOLOGIES INCGEHC2,810$263,7190.01%
191WELLS FARGO CO NEW9497461014,660$263,2430.01%
192UNITED PARCEL SERVICE INCUPS1,921$261,9090.01%
193VANGUARD WORLD FD9219108731,266$261,6060.01%
194BOEING COBA-PA1,718$261,2050.01%
195VISA INCV944$259,5530.01%
196DANAHER CORPORATION235851102929$258,2810.01%
197VANGUARD SCOTTSDALE FDS92206C6491,738$255,7470.01%
198EXTRA SPACE STORAGE INCEXR1,410$254,0680.01%
199ECOLAB INCECL975$248,9470.01%
200ROPER TECHNOLOGIES INCROP437$243,1640.01%
201SPDR GOLD TRGLD999$242,8170.01%
202NU HLDGS LTDNU17,589$240,0900.01%
203VANGUARD INDEX FDS9229086111,189$238,7270.01%
204LYONDELLBASELL INDUSTRIES N VLYB2,466$236,4890.01%
205MCDONALDS CORPMCD775$235,9950.01%
206SELECT SECTOR SPDR TR81369Y8031,042$235,2420.01%
207BOOKING HOLDINGS INCBKNG55$231,6670.01%
208DOVER CORPDOV1,208$231,6220.01%
209XCEL ENERGY INCXELLL3,500$228,5500.01%
210HONEYWELL INTL INC4385161061,101$227,5880.01%
211VANGUARD INDEX FDS922908751958$227,2470.01%
212INVESCO QQQ TRIVZ465$226,9530.01%
213LINDE PLCLIN475$226,5090.01%
214FABRINETFN956$226,0370.01%
215INVESCO EXCHANGE TRADED FD TRIVZ1,255$224,8460.01%
216AT&T INCT-PC10,050$221,1000.01%
217BROOKFIELD CORP11271J1074,097$217,7560.01%
218EMCOR GROUP INCEME498$214,4040.01%
219PULTE GROUP INC7458671011,489$213,7160.01%
220APPLIED MATLS INC0382221051,056$213,3650.01%
221SELECT SECTOR SPDR TR81369Y6054,699$212,9590.01%
222TEXTRON INCTXT2,396$212,2380.01%
223ISHARES INC46434G1033,614$207,4800.01%
224ISHARES INC4642865333,300$206,9100.01%
225ISHARES TR4642876062,240$205,9230.01%
226HUMANA INCHUM642$203,3470.01%
227KEURIG DR PEPPER INCKDP5,381$201,6800.01%
228US BANCORP DELUSB-PS4,398$201,1210.01%
229ACCENTURE PLC IRELANDACN564$199,3630.01%
230ABBOTT LABSABLZF1,734$197,6930.01%
231SCHLUMBERGER LTDSLB4,624$193,9770.01%
232ISHARES TR4642875072,850$177,6120.01%
233INTUITINTU286$177,6060.01%
234ISHARES TR4642871681,281$173,0250.01%
235NIKE INCNKE1,935$171,0540.01%
236S&P GLOBAL INCSPGI322$166,3520.01%
237AMERICAN TOWER CORP NEW03027X100707$164,4200.01%
238GILEAD SCIENCES INCGILD1,768$148,2290.01%
239MARRIOTT INTL INC NEW571903202583$144,9340.01%
240FORTIVE CORPFTV1,828$144,2840.01%
241FISERV INCFISV797$143,1810.01%
242ADOBE INCADBE272$140,8360.01%
243NEXTERA ENERGY INCNEE-PW1,604$135,5860.01%
244INTERCONTINENTAL EXCHANGE INC45866F104775$124,4960.01%
245INVESCO QQQ TRIVZ250$122,0180.01%
246BLACKROCK INCBLK125$118,6890.01%
247BERKSHIRE HATHAWAY INC DELBRK-A250$115,0650.01%
248CREDIT SUISSE HIGH YIELD BD FDDHY50,000$113,5000.01%
249ISHARES TR464287168835$112,7830.01%
250L3HARRIS TECHNOLOGIES INCLHX462$109,8960.00%
251ISHARES TR464287614249$93,4700.00%
252LAUDER ESTEE COS INC518439104891$88,8240.00%
253DISNEY WALT CO254687106862$82,9160.00%
254VANGUARD SCOTTSDALE FDS92206C664729$65,1430.00%
255AIR PRODS & CHEMS INCAIIR210$62,5250.00%
256PAYPAL HLDGS INCPYPL681$53,1380.00%
257ALPHABET INCGOOG315$52,6650.00%
258ISHARES TR464287473352$46,5520.00%
259TRANSOCEAN LTDRIG10,554$44,8550.00%
260FIRST WESTN FINL INC33751L1052,241$44,8200.00%
261ISHARES TR464287465504$42,1500.00%
262JOHNSON & JOHNSONJNJ250$40,5150.00%
263PFIZER INCPFE1,385$40,0820.00%
264S&W SEED CO785135104165,315$30,5830.00%
265SCHWAB CHARLES CORPSCHW-PJ429$27,8030.00%
266EATON CORP PLCETN69$22,8690.00%
267MERCK & CO INCMRK200$22,7120.00%
268ISHARES TR464287598114$21,6370.00%
269AMAZON COM INCAMZN109$20,3100.00%
270PEPSICO INCPEP100$17,0050.00%
271MASTERCARD INCORPORATEDMA34$16,7890.00%
272ISHARES TR46428764857$16,1880.00%
273BRISTOL-MYERS SQUIBB COCELG-RI310$16,0390.00%
274ELEVANCE HEALTH INCELV28$14,5600.00%
275COCA COLA COKO200$14,3720.00%
276UNITEDHEALTH GROUP INCUNH23$13,4480.00%
277CHEVRON CORP NEWCVX83$12,2230.00%
278INTEL CORPINTC470$11,0260.00%
279NU HLDGS LTDNU39$5320.00%