First Western Trust Bank

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), First Western Trust Bank reported 191 stock positions worth $2.2 billion. Its top holding was Stryker (SYK) at 55.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.9%) and iShares Russell Mid-Cap ETF (IWR, 4.8%). Compared with Q2 2025, it opened 6 new positions, sold out of 9, added to 21 and reduced 128. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +18%) and the biggest sale Stryker (SYK, shares −0%).

Most Recent 13F
Q2 2026
Location
Denver, CO
CIK
0001513189
Portfolio Value
$2.2B (Q3 2025)
SEC Filing
0001628280-25-052137 ↗ filed Nov 14, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.2B Q1 2024 Q2 2024: $2.1B Q2 2024 Q3 2024: $2.2B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $2.1B Q1 2025 Q2 2025: $2.2B Q2 2025 Q3 2025: $2.2B $2.2B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $2.0B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 191 stocks · $2.2B
SYK Stryker Corp. 55.23% 3,253,602 $1.2B Reduce -0.0%
VOO Vanguard S&P 500 ETF 6.93% 246,317 $150.8M Reduce -6.9%
IWR iShares Russell Mid-Cap ETF 4.82% 1,087,317 $105.0M Reduce -5.7%
SPY SS SPDR S&P 500 ETF Trust-US 3.78% 123,687 $82.4M Reduce -1.5%
RSP Invesco S&P 500 Equal Weight 3.02% 346,849 $65.8M Add +6.3%
IWM iShares Russell 2000 ETF 2.67% 240,217 $58.1M Add +0.7%
VEA Vanguard Ftse Developed ETF 2.04% 742,816 $44.5M Add +17.6%
VTI VG Morningstar TS MKT ETF-US 2.04% 135,208 $44.4M Add +0.2%
AAPL Apple Inc. 1.34% 114,521 $29.2M Reduce -1.0%
MSFT Microsoft Corp. 1.20% 50,421 $26.1M Add +0.8%
WWD Woodward Inc. 0.73% 63,253 $16.0M Reduce -1.2%
GOOGL Alphabet Inc. Class A 0.72% 64,170 $15.6M Reduce -3.7%
JPM JPMorgan Chase & Co. 0.61% 42,424 $13.4M Reduce -3.4%
IJH iShares Core S&P Midcap ETF 0.59% 198,293 $12.9M Reduce -5.0%
NVDA Nvidia Corp. 0.51% 59,367 $11.1M Add +0.3%
ORCL Oracle Corp. 0.49% 37,928 $10.7M Reduce -4.2%
V Visa Inc. Class A 0.47% 30,301 $10.3M Reduce -1.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.47% 70,829 $10.2M Reduce -4.0%
COST Costco Wholesale Corp. 0.47% 11,017 $10.2M Reduce -4.2%
VTWO Vanguard Russell 2000 ETF 0.38% 85,420 $8.4M Reduce -5.5%
VENU Venu Holding Corp. filed as VENU HLDG CORP 0.38% 650,120 $8.3M Add +62.5%
MCD McDonald's Corp. 0.36% 25,819 $7.8M Reduce -2.6%
HD Home Depot Inc. 0.35% 19,066 $7.7M Reduce -3.2%
IWF iShares Russell 1000 Growth 0.32% 15,078 $7.1M Reduce -6.2%
EFA iShares MSCI Eafe ETF 0.32% 74,007 $6.9M Reduce -2.1%
TXN Texas Instruments Inc. 0.27% 32,456 $6.0M Reduce -2.3%
GILD Gilead Sciences Inc. 0.25% 49,271 $5.5M Reduce -2.2%
INTU Intuit Inc. 0.24% 7,747 $5.3M Reduce -4.2%
ECL Ecolab Inc. 0.24% 19,263 $5.3M Reduce -6.5%
ABT Abbott Laboratories 0.24% 39,197 $5.3M Reduce -4.8%
BLK BlackRock Inc. 0.21% 3,931 $4.6M Reduce -3.5%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.20% 127,007 $4.4M Reduce -5.2%
VWO Vanguard Ftse Emerging Marke 0.20% 80,316 $4.4M Add +3.0%
TMO Thermo Fisher Scientific Inc. 0.20% 8,942 $4.3M Reduce -5.5%
ROP Roper Technologies Inc. 0.19% 8,267 $4.1M Reduce -4.0%
HON Honeywell International Inc. 0.19% 19,460 $4.1M Reduce -3.1%
DHR Danaher Corp. 0.18% 19,404 $3.8M Reduce -4.2%
DFAS Dimensional US Small Cap ETF 0.18% 55,793 $3.8M Reduce -5.5%
SPGI S&P Global Inc. 0.17% 7,751 $3.8M Reduce -3.6%
MAR Marriott International Class A 0.17% 14,465 $3.8M Reduce -4.7%
ACN Accenture PLC Class A 0.17% 15,052 $3.7M Reduce -11.0%
ICE Intercontinental Exchange Inc. 0.17% 21,926 $3.7M Reduce -5.3%
BRK.B Berkshire Hathaway Inc. Class B 0.17% 7,276 $3.7M Add +3.2%
IJR iShares Core S&P Small-Cap E 0.17% 30,294 $3.6M Reduce -5.5%
FISV Fiserv Inc. 0.16% 27,064 $3.5M Reduce -10.0%
IWB iShares Russell 1000 ETF 0.16% 9,329 $3.4M Reduce -1.5%
JNJ Johnson & Johnson 0.16% 18,238 $3.4M Reduce -3.2%
LHX L3HARRIS Technologies Inc. 0.15% 10,912 $3.3M Reduce -0.8%
KDP Keurig Dr Pepper Inc. 0.14% 120,877 $3.1M Reduce -8.5%
AMT American Tower Corp. 0.14% 15,686 $3.0M Reduce -4.3%
GE General Electric filed as GE AEROSPACE 0.13% 9,548 $2.9M Reduce -14.6%
IVV iShares Core S&P 500 ETF 0.13% 4,153 $2.8M Reduce -22.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 24,160 $2.8M Reduce -3.7%
GOOG Alphabet Inc. Class C 0.13% 11,281 $2.7M Reduce -1.4%
NEE Nextera Energy Inc. 0.12% 34,128 $2.6M Reduce -8.8%
MYFW First Western Financial Inc. 0.12% 109,503 $2.5M Reduce -2.8%
KO The Coca-Cola Co. 0.11% 36,515 $2.4M Reduce -3.0%
IVW iShares S&P 500 Growth ETF 0.11% 19,886 $2.4M Reduce -23.4%
EMR Emerson Electric Co. 0.11% 17,494 $2.3M Reduce -0.3%
WMT Walmart Inc. 0.10% 21,395 $2.2M Reduce -2.1%
PEP Pepsico Inc. 0.10% 15,559 $2.2M Reduce -1.2%
PG The Procter & Gamble Co. 0.09% 13,167 $2.0M Reduce -0.9%
RTX RTX Corp. 0.08% 11,050 $1.8M Reduce -0.5%
ADBE Adobe Inc. 0.08% 4,654 $1.6M Reduce -12.6%
KNX Knight-Swift Transportation 0.07% 40,177 $1.6M No change
FTV Fortive Corp. 0.07% 32,129 $1.6M Reduce -9.3%
IWD iShares Russell 1000 Value E 0.07% 7,597 $1.5M Reduce -23.7%
GEV GE Vernova Inc. 0.07% 2,515 $1.5M Reduce -12.4%
APD Air Products & Chemicals Inc. 0.07% 5,584 $1.5M Reduce -0.3%
PGR Progressive Corp. 0.07% 6,109 $1.5M Reduce -2.9%
BRK.A Berkshire Hathaway Inc. Class A 0.07% 2 $1.5M No change
BMY Bristol-Myers Squibb Co. 0.07% 32,627 $1.5M Reduce -2.3%
LMT Lockheed Martin Corp. 0.06% 2,783 $1.4M Reduce -0.7%
XOM Exxon Mobil Corp. 0.06% 12,288 $1.4M Reduce -7.9%
IYW iShares Ustechnology ETF 0.06% 6,700 $1.3M No change
AVGO Broadcom Inc. 0.06% 3,957 $1.3M Reduce -0.3%
XEL Xcel Energy Inc. 0.06% 15,993 $1.3M Reduce -8.2%
JNK SS SPDR BB High Yield Bond 0.06% 12,805 $1.3M New
AXP American Express Co. 0.06% 3,777 $1.3M Reduce -0.4%
ZBH Zimmer Biomet Holdings Inc. 0.06% 12,647 $1.2M Add +0.1%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.06% 14,130 $1.2M Reduce -4.3%
PYPL PayPal Holdings Inc. 0.06% 18,244 $1.2M Reduce -6.1%
MA Mastercard Inc. Class A 0.06% 2,148 $1.2M Reduce -0.3%
AMZN Amazon.com Inc. 0.06% 5,554 $1.2M Reduce -0.9%
ABBV Abbvie Inc. 0.05% 4,934 $1.1M Add +1.2%
PM Philip Morris International 0.05% 6,831 $1.1M Reduce -0.1%
ETN Eaton Corp. PLC 0.05% 2,863 $1.1M Reduce -2.5%
VNQ Vanguard Real Estate ETF 0.04% 10,669 $975K No change
META Meta Platforms Inc. Class A 0.04% 1,304 $958K Reduce -7.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 3,319 $936K Reduce -1.3%
LLY Eli Lilly & Co. 0.04% 1,193 $910K Reduce -0.8%
LWLG Lightwave Logic Inc. 0.04% 233,598 $867K No change
DFIV Dimensional International Va 0.04% 18,318 $845K Reduce -6.0%
CI The Cigna Group 0.04% 2,816 $812K Reduce -0.1%
MMM 3M Co. 0.04% 5,197 $806K No change
ADP Automatic Data Processing 0.04% 2,716 $797K Reduce -0.8%
EIX Edison International 0.04% 14,123 $781K Reduce -3.0%
SCHW Schwab (charles) Corp. 0.03% 7,781 $743K Reduce -1.5%
IWP iShares Russell Mid-Cap Grow 0.03% 5,199 $740K Reduce -10.7%
TDG Transdigm Group Inc. 0.03% 560 $738K No change
SCHG Schwab US Large-Cap Growth 0.03% 21,924 $700K No change
QCOM Qualcomm Inc. 0.03% 4,140 $689K Reduce -1.1%
SCZ iShares MSCI Eafe Small-Cap 0.03% 8,893 $682K Reduce -29.1%
CVX Chevron Corp. 0.03% 4,090 $635K Reduce -7.7%
MDY State Street SPDR S&P Midcap 0.03% 1,055 $629K No change
TSLA Tesla Inc. 0.03% 1,397 $621K Add +2.1%
CARR Carrier Global Corp. 0.03% 10,018 $598K No change
YUM Yum! Brands Inc. 0.03% 3,912 $595K Reduce -0.1%
CL Colgate-Palmolive Co. 0.03% 7,428 $594K Reduce -0.0%
DFUS Dimensional US Eq MKT ETF 0.03% 7,994 $579K No change
MCK McKesson Corp. 0.03% 741 $572K Reduce -1.5%
PFE Pfizer Inc. 0.03% 22,347 $569K Reduce -51.0%
NKE Nike Inc. Class B 0.03% 7,877 $549K Reduce -6.5%
MRK Merck & Co. Inc. 0.02% 6,373 $535K Reduce -20.1%
TOWN Towne Bank 0.02% 15,366 $531K Reduce -0.7%
INTC Intel Corp. 0.02% 15,601 $523K Reduce -0.2%
ADI Analog Devices Inc. 0.02% 2,094 $514K Reduce -0.3%
MO Altria Group Inc. 0.02% 7,598 $502K No change
JSTC Adasina Social Justice GLB 0.02% 24,224 $492K No change
UNP Union Pacific Corp. 0.02% 2,082 $492K Reduce -0.5%
OLN Olin Corp. 0.02% 19,199 $480K Add +0.6%
CAT Caterpillar Inc. 0.02% 1,000 $477K Reduce -11.3%
VIG Vanguard Dividend Apprec ETF 0.02% 2,186 $472K Reduce -12.8%
COF Capital One Financial Corp. 0.02% 2,186 $465K Reduce -0.3%
IWN iShares Russell 2000 Value E 0.02% 2,581 $456K No change
IVE iShares S&P 500 Value ETF 0.02% 2,206 $456K Reduce -39.8%
UNH Unitedhealth Group Inc. 0.02% 1,312 $453K Add +0.8%
OTIS Otis Worldwide Corp. 0.02% 4,942 $452K Reduce -0.3%
DUK Duke Energy Corp. 0.02% 3,637 $450K Reduce -0.4%
IJT iShares S&P Small-Cap 600 GR 0.02% 3,158 $447K No change
IWC iShares Micro-Cap ETF 0.02% 2,947 $439K No change
ZTEN F/M 10-Year Inv G Corp. B ETF 0.02% 8,458 $436K Add +8.3%
MYI BlackRock Muniyield QLTY III 0.02% 39,221 $435K No change
CSCO Cisco Systems Inc. 0.02% 6,053 $414K Reduce -5.1%
AFL Aflac Inc. 0.02% 3,641 $407K Reduce -1.3%
WFC Wells Fargo & Co. 0.02% 4,826 $405K Add +4.4%
WM Waste Management Inc. 0.02% 1,816 $401K Reduce -0.6%
IWO iShares Russell 2000 Growth 0.02% 1,230 $394K Add +7.7%
AZO AutoZone Inc. 0.02% 90 $386K No change
IWS iShares Russell Mid-Cap Valu 0.02% 2,715 $379K Reduce -23.7%
DFUV Dimensional US Marketwide Va 0.02% 8,385 $375K Reduce -15.8%
QQQ Invesco QQQ Trust Series 1 0.02% 624 $375K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.02% 22,865 $366K No change
NFLX Netflix Inc. 0.02% 300 $360K Reduce -2.6%
MDLZ Mondelez International Inc. Class A 0.02% 5,558 $347K Reduce -1.0%
SBUX Starbucks Corp. 0.02% 3,994 $338K Reduce -2.3%
TSM Taiwan Semiconductor-SP ADR 0.02% 1,206 $337K No change
SCHV Schwab US Large-Cap Value 0.02% 11,304 $329K No change
EME Emcor Group Inc. 0.01% 503 $327K No change
BKNG Booking Holdings Inc. 0.01% 60 $324K Add +3.5%
DE Deere & Co. 0.01% 708 $324K Reduce -1.8%
CVS CVS Health Corp. 0.01% 4,252 $321K Reduce -1.9%
GS Goldman Sachs Group Inc. 0.01% 391 $311K Reduce -0.3%
WMB Williams Cos Inc. 0.01% 4,861 $308K Reduce -36.6%
REGN Regeneron Pharmaceuticals 0.01% 544 $306K Reduce -0.2%
DVY iShares Select Dividend ETF 0.01% 2,126 $302K Add +0.5%
ELV Elevance Health Inc. 0.01% 927 $300K Reduce -6.2%
ITW Illinois Tool Works 0.01% 1,139 $297K Reduce -1.8%
AZN Astrazeneca PLC-Spons ADR 0.01% 3,843 $295K No change
XLK SS Technology Select Sector 0.01% 1,042 $294K No change
PHO Invesco Water Resources ETF 0.01% 4,000 $288K No change
WSM Williams-Sonoma Inc. 0.01% 1,444 $282K No change
GLD SPDR Gold Shares 0.01% 782 $278K Reduce -18.3%
RBIL US Treasury Ultra Short Tips 0.01% 5,440 $272K No change
VTWV Vanguard Russell 2000 Value 0.01% 1,738 $271K No change
NDSN Nordson Corp. 0.01% 1,179 $268K Reduce -1.8%
OKE Oneok Inc. 0.01% 3,622 $264K Reduce -0.3%
PEG Public Service Enterprise GP 0.01% 3,157 $263K Reduce -0.3%
PH Parker Hannifin Corp. 0.01% 340 $258K No change
CASY Casey's General Stores Inc. 0.01% 451 $255K Reduce -8.9%
VZ Verizon Communications Inc. 0.01% 5,776 $254K Add +4.1%
AMGN Amgen Inc. 0.01% 893 $252K Add +1.9%
T AT&T Inc. 0.01% 8,911 $252K Reduce -5.5%
BN Brookfield Corp. 0.01% 3,619 $248K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 4,762 $246K Reduce -6.5%
IEMG iShares Core MSCI Emerging 0.01% 3,614 $238K No change
AMAT Applied Materials Inc. 0.01% 1,160 $237K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 958 $234K No change
COP Conocophillips 0.01% 2,365 $224K Reduce -0.1%
LIN Linde PLC 0.01% 464 $220K Reduce -4.3%
FN Fabrinet 0.01% 594 $217K New
GEHC GE Healthcare Technology 0.01% 2,801 $210K Reduce -16.3%
PPG PPG Industries Inc. 0.01% 1,994 $210K Reduce -0.3%
CMCSA Comcast Corp. Class A 0.01% 6,569 $206K Reduce -0.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 1,102 $206K New
EEM iShares MSCI Emerging Market 0.01% 3,839 $205K New
CMI Cummins Inc. 0.01% 484 $204K New
CME Cme Group Inc. 0.01% 750 $203K Reduce -2.9%
SPYG SS SPDR P S&P 500 Growth ETF 0.01% 1,931 $202K New
DOV Dover Corp. 0.01% 1,208 $202K No change
DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD CRE 0.00% 50,000 $103K No change

Portfolio Sells Q2 2025 → Q3 2025
SYK Stryker Corp. Reduce -0.0% 55.23% −2.67
FISV Fiserv Inc. Reduce -10.0% 0.16% −0.07
ACN Accenture PLC Class A Reduce -11.0% 0.17% −0.06
KDP Keurig Dr Pepper Inc. Reduce -8.5% 0.14% −0.05
COST Costco Wholesale Corp. Reduce -4.2% 0.47% −0.04
INTU Intuit Inc. Reduce -4.2% 0.24% −0.04
BF.B Brown-Forman Corp. Class B Sold out 0.00% −0.04
TXN Texas Instruments Inc. Reduce -2.3% 0.27% −0.04
ROP Roper Technologies Inc. Reduce -4.0% 0.19% −0.03
AMT American Tower Corp. Reduce -4.3% 0.14% −0.02
PFE Pfizer Inc. Reduce -51.0% 0.03% −0.02
HON Honeywell International Inc. Reduce -3.1% 0.19% −0.02
IVV iShares Core S&P 500 ETF Reduce -22.4% 0.13% −0.02
ICE Intercontinental Exchange Inc. Reduce -5.3% 0.17% −0.02
IVW iShares S&P 500 Growth ETF Reduce -23.4% 0.11% −0.02
SPGI S&P Global Inc. Reduce -3.6% 0.17% −0.02
ADBE Adobe Inc. Reduce -12.6% 0.08% −0.02
V Visa Inc. Class A Reduce -1.6% 0.47% −0.02
IWD iShares Russell 1000 Value E Reduce -23.7% 0.07% −0.02
BF.A Brown-Forman Corp. Class A Sold out 0.00% −0.01
BIP Brookfield Infrastructure Pa Sold out 0.00% −0.01
MAR Marriott International Class A Reduce -4.7% 0.17% −0.01
DIS The Walt Disney Co. Reduce -3.7% 0.13% −0.01
GIS General Mills Inc. Sold out 0.00% −0.01
WEC WEC Energy Group Inc. Sold out 0.00% −0.01
IVE iShares S&P 500 Value ETF Reduce -39.8% 0.02% −0.01
CEG Constellation Energy Sold out 0.00% −0.01
ABT Abbott Laboratories Reduce -4.8% 0.24% −0.01
FTV Fortive Corp. Reduce -9.3% 0.07% −0.01
SCZ iShares MSCI Eafe Small-Cap Reduce -29.1% 0.03% −0.01
AXON Axon Enterprise Inc. Sold out 0.00% −0.01
EXR Extra Space Storage Inc. Sold out 0.00% −0.01
PANW Palo Alto Networks Inc. Sold out 0.00% −0.01
PYPL PayPal Holdings Inc. Reduce -6.1% 0.06% −0.01
KO The Coca-Cola Co. Reduce -3.0% 0.11% −0.01
WMB Williams Cos Inc. Reduce -36.6% 0.01% −0.01
ECL Ecolab Inc. Reduce -6.5% 0.24% −0.01
PGR Progressive Corp. Reduce -2.9% 0.07% −0.01
PM Philip Morris International Reduce -0.1% 0.05% −0.01
CI The Cigna Group Reduce -0.1% 0.04% −0.00
MRK Merck & Co. Inc. Reduce -20.1% 0.02% −0.00
IWS iShares Russell Mid-Cap Valu Reduce -23.7% 0.02% −0.00
ELV Elevance Health Inc. Reduce -6.2% 0.01% −0.00
DHR Danaher Corp. Reduce -4.2% 0.18% −0.00
CL Colgate-Palmolive Co. Reduce -0.0% 0.03% −0.00
SLB SLB Ltd. Reduce -5.2% 0.20% −0.00
META Meta Platforms Inc. Class A Reduce -7.3% 0.04% −0.00
IWP iShares Russell Mid-Cap Grow Reduce -10.7% 0.03% −0.00
PG The Procter & Gamble Co. Reduce -0.9% 0.09% −0.00
NFLX Netflix Inc. Reduce -2.6% 0.02% −0.00

Portfolio Buys Q2 2025 → Q3 2025
VEA Vanguard Ftse Developed ETF Add +17.6% 2.04% +0.43
RSP Invesco S&P 500 Equal Weight Add +6.3% 3.02% +0.35
IWM iShares Russell 2000 ETF Add +0.7% 2.67% +0.35
VTI VG Morningstar TS MKT ETF-US Add +0.2% 2.04% +0.19
VENU Venu Holding Corp. Add +62.5% 0.38% +0.17
NVDA Nvidia Corp. Add +0.3% 0.51% +0.09
MSFT Microsoft Corp. Add +0.8% 1.20% +0.08
JNK SS SPDR BB High Yield Bond New 0.06% +0.06
VWO Vanguard Ftse Emerging Marke Add +3.0% 0.20% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +3.2% 0.17% +0.01
ABBV Abbvie Inc. Add +1.2% 0.05% +0.01
FN Fabrinet New 0.01% +0.01
CMI Cummins Inc. New 0.01% +0.01
EEM iShares MSCI Emerging Market New 0.01% +0.01
VTV Vanguard Mrngstr Val ETF-Aui New 0.01% +0.01
SPYG SS SPDR P S&P 500 Growth ETF New 0.01% +0.01
TSLA Tesla Inc. Add +2.1% 0.03% +0.01
ZBH Zimmer Biomet Holdings Inc. Add +0.1% 0.06% +0.01
OLN Olin Corp. Add +0.6% 0.02% +0.00
IWO iShares Russell 2000 Growth Add +7.7% 0.02% +0.00
UNH Unitedhealth Group Inc. Add +0.8% 0.02% +0.00
ZTEN F/M 10-Year Inv G Corp. B ETF Add +8.3% 0.02% +0.00
WFC Wells Fargo & Co. Add +4.4% 0.02% +0.00
DVY iShares Select Dividend ETF Add +0.5% 0.01% +0.00
VZ Verizon Communications Inc. Add +4.1% 0.01% +0.00
AMGN Amgen Inc. Add +1.9% 0.01% +0.00
BKNG Booking Holdings Inc. Add +3.5% 0.01% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 215$2.1BSYK, VOO, IWR, SPY, RSP
Q1 2026 205$2.0BSYK, VOO, IWR, SPY, RSP
Q4 2025 197$2.0BSYK, VOO, IWR, RSP, IWM
Q3 2025 191$2.2BSYK, VOO, IWR, SPY, RSP
Q2 2025 194$2.2BSYK, VOO, IWR, SPY, RSP
Q1 2025 189$2.1BSYK, VOO, IWR, SPY, RSP
Q4 2024 196$2.2BSYK, VOO, IWR, SPY, IWM
Q3 2024 204$2.2BSYK, VOO, IWR, SPY, IWM
Q2 2024 197$2.1BSYK, VOO, IWR, SPY, IWM
Q1 2024 209$2.2BSYK, VOO, IWR, SPY, IWM