First Western Trust Bank Portfolio Holdings

First Western Trust Bank

$2.21 Billion
Q2 2025

First Western Trust Bank has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.21 Billion distributed in 267 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $1.29B, Vanguard Index Fds S&P 500 ETF with a value of $150M, Ishares Russell Mid Cap ETF with a value of $106M, Spdr S&P 500 ETF Trust with a value of $77.6M, and Invesco S&P 500 Equal Weight E with a value of $59.3M.

Examining the 13F form we can see an increase of $134M in the current position value, from $2.07B to 2.21B.

First Western Trust Bank is based out at Denver, CO

Below you can find more details about First Western Trust Bank portfolio as well as his latest detailed transactions.

Portfolio value $2.21 Billion

Healthcare: $1.32 Billion

ETFs: $592 Million

Technology: $96.9 Million

Financial Services: $49.1 Million

Industrials: $45.9 Million

Consumer Cyclical: $32.6 Million

Consumer Defensive: $29 Million

Communication Services: $19.1 Million

Other: $25.5 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SYK Stryker Corp Healthcare	$142B	$1.29 Billion 58.3% of portfolio	3,254,658	Q2 2025 Reduced 0.02%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$150 Million 6.81% of portfolio	264,651	Q2 2025 Reduced 4.27%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$106 Million 4.8% of portfolio	1,153,332	Q2 2025 Reduced 1.91%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$77.6 Million 3.51% of portfolio	125,516	Q2 2025 Added 2.77%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$59.3 Million 2.69% of portfolio	326,390	Q2 2025 Added 3.85%
IWM Ishares Russell 2000 ETF ETFs	$0	$51.5 Million 2.33% of portfolio	238,581	Q2 2025 Reduced 1.12%
VTI Vanguard Total Stock Market Et ETFs	$0	$41 Million 1.86% of portfolio	134,895	Q2 2025 Reduced 0.02%
VEA Vanguard Ftse Developed Market ETFs	$0	$36 Million 1.63% of portfolio	631,370	Q2 2025 Reduced 2.8%
MSFT Microsoft Corp Technology	$3.95T	$24.9 Million 1.13% of portfolio	50,014	Q2 2025 Reduced 3.52%
AAPL Apple Inc. Technology	$3.69T	$23.7 Million 1.07% of portfolio	115,690	Q2 2025 Added 3.2%
WWD Woodward, Inc. Industrials	$15.1B	$15.7 Million 0.71% of portfolio	64,004	Q2 2025 Reduced 5.79%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$12.9 Million 0.59% of portfolio	208,745	Q2 2025 Added 16.07%
JPM Jpmorgan Chase & CO Financial Services	$859B	$12.7 Million 0.58% of portfolio	43,912	Q2 2025 Reduced 1.51%
GOOGL Alphabet Inc. Communication Services	$1.21T	$11.7 Million 0.53% of portfolio	66,627	Q2 2025 Reduced 5.14%
COST Costco Wholesale Corp Consumer Defensive	$439B	$11.4 Million 0.52% of portfolio	11,500	Q2 2025 Reduced 2.76%
V Visa Inc. Financial Services	$551B	$10.9 Million 0.49% of portfolio	30,795	Q2 2025 Reduced 1.79%
NVDA Nvidia Corp Technology	$456B	$9.36 Million 0.42% of portfolio	59,217	Q2 2025 Added 53.4%
TJX Tjx Companies Inc Consumer Cyclical	$155B	$9.11 Million 0.41% of portfolio	73,764	Q2 2025 Reduced 2.8%
ORCL Oracle Corp Technology	$684B	$8.65 Million 0.39% of portfolio	39,575	Q2 2025 Reduced 46.55%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$7.89 Million 0.36% of portfolio	90,438	Q2 2025 Added 26.01%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$7.74 Million 0.35% of portfolio	26,502	Q2 2025 Reduced 3.05%
HD Home Depot, Inc. Consumer Cyclical	$405B	$7.22 Million 0.33% of portfolio	19,705	Q2 2025 Reduced 4.25%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$6.82 Million 0.31% of portfolio	16,068	Q2 2025 Reduced 6.79%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$6.76 Million 0.31% of portfolio	75,595	Q2 2025 Reduced 1.09%
TXN Texas Instruments Inc Technology	$177B	$6.46 Million 0.29% of portfolio	33,213	Q2 2025 Reduced 3.77%
INTU Intuit Inc Technology	$201B	$6.37 Million 0.29% of portfolio	8,089	Q2 2025 Reduced 0.74%
ABT Abbott Laboratories Healthcare	$229B	$5.6 Million 0.25% of portfolio	41,161	Q2 2025 Reduced 2.49%
GILD Gilead Sciences, Inc. Healthcare	$150B	$5.59 Million 0.25% of portfolio	50,402	Q2 2025 Reduced 2.34%
ECL Ecolab Inc. Basic Materials	$78.8B	$5.55 Million 0.25% of portfolio	20,592	Q2 2025 Reduced 3.05%
ACN Accenture PLC Technology	$150B	$5.05 Million 0.23% of portfolio	16,912	Q2 2025 Reduced 6.39%
ROP Roper Technologies Inc Industrials	$55.1B	$4.88 Million 0.22% of portfolio	8,607	Q2 2025 Reduced 3.58%
HON Honeywell International Inc Industrials	$146B	$4.68 Million 0.21% of portfolio	20,086	Q2 2025 Reduced 2.77%
KDP Keurig Dr Pepper Inc. Consumer Defensive	$49.3B	$4.37 Million 0.2% of portfolio	132,096	Q2 2025 Reduced 2.45%
SLB Schlumberger Limited Energy	$46.7B	$4.53 Million 0.2% of portfolio	133,920	Q2 2025 Reduced 3.92%
MAR Marriott International Inc Consumer Cyclical	$86B	$4.15 Million 0.19% of portfolio	15,174	Q2 2025 Reduced 4.55%
SPGI S&P Global Inc. Financial Services	$182B	$4.24 Million 0.19% of portfolio	8,044	Q2 2025 Reduced 2.07%
ICE Intercontinental Exchange, Inc. Financial Services	$102B	$4.25 Million 0.19% of portfolio	23,155	Q2 2025 Reduced 1.57%
DHR Danaher Corp Healthcare	$150B	$4 Million 0.18% of portfolio	20,257	Q2 2025 Reduced 4.31%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$3.86 Million 0.17% of portfolio	77,957	Q2 2025 Added 0.37%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$3.76 Million 0.17% of portfolio	59,032	Q2 2025 Reduced 1.13%
TMO Thermo Fisher Scientific Inc. Healthcare	$187B	$3.84 Million 0.17% of portfolio	9,467	Q2 2025 Reduced 7.8%
FISV Fiserv Inc Technology	$79.5B	$3.77 Million 0.17% of portfolio	30,086	Q2 2025 Reduced 3.87%
AMT American Tower Corp Real Estate	$95.3B	$3.62 Million 0.16% of portfolio	16,382	Q2 2025 Reduced 1.0%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.5 Million 0.16% of portfolio	32,045	Q2 2025 Added 0.18%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$3.42 Million 0.15% of portfolio	7,048	Q2 2025 Reduced 4.54%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.32 Million 0.15% of portfolio	5,352	Q2 2025 Reduced 3.5%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$3.22 Million 0.15% of portfolio	9,472	Q2 2025 Reduced 4.6%
DIS Walt Disney CO Communication Services	$207B	$3.11 Million 0.14% of portfolio	25,086	Q2 2025 Reduced 1.94%
GE General Electric CO Industrials	$306B	$2.88 Million 0.13% of portfolio	11,182	Q2 2025 Added 16.8%
JNJ Johnson & Johnson Healthcare	$452B	$2.88 Million 0.13% of portfolio	18,834	Q2 2025 Reduced 0.84%

Summary

Portfolio
No. of Stocks 267
Current Value $2.21 Billion
Prior Value $2.07 Billion
Filing
Period Q2 2025
Filing Date August 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 13 stocks
Additional Purchases 30 stocks
Sold out of 0 stocks
Reduced holdings in 96 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Western Trust Bank, based on Form 13F filings with the SEC.

News

Stay updated on First Western Trust Bank with notifications on news.

Account

First Western Trust Bank Portfolio Holdings