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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$1.29 Billion 58.3% of portfolio
3,254,658
Q2 2025 Reduced 0.02%
$3.8T
$24.9 Million 1.13% of portfolio
50,014
Q2 2025 Reduced 3.52%
$3.84T
$23.7 Million 1.07% of portfolio
115,690
Q2 2025 Added 3.2%
$14.3B
$15.7 Million 0.71% of portfolio
64,004
Q2 2025 Reduced 5.79%
$914B
$12.7 Million 0.58% of portfolio
43,912
Q2 2025 Reduced 1.51%
$1.5T
$11.7 Million 0.53% of portfolio
66,627
Q2 2025 Reduced 5.14%
$426B
$11.4 Million 0.52% of portfolio
11,500
Q2 2025 Reduced 2.76%
$566B
$10.9 Million 0.49% of portfolio
30,795
Q2 2025 Reduced 1.79%
$424B
$9.36 Million 0.42% of portfolio
59,217
Q2 2025 Added 53.4%
$163B
$9.11 Million 0.41% of portfolio
73,764
Q2 2025 Reduced 2.8%
$813B
$8.65 Million 0.39% of portfolio
39,575
Q2 2025 Reduced 46.55%
$224B
$7.74 Million 0.35% of portfolio
26,502
Q2 2025 Reduced 3.05%
$427B
$7.22 Million 0.33% of portfolio
19,705
Q2 2025 Reduced 4.25%
$177B
$6.46 Million 0.29% of portfolio
33,213
Q2 2025 Reduced 3.77%
$187B
$6.37 Million 0.29% of portfolio
8,089
Q2 2025 Reduced 0.74%
$235B
$5.6 Million 0.25% of portfolio
41,161
Q2 2025 Reduced 2.49%
$75.6B
$5.55 Million 0.25% of portfolio
20,592
Q2 2025 Reduced 3.05%
$152B
$5.05 Million 0.23% of portfolio
16,912
Q2 2025 Reduced 6.39%
$54B
$4.88 Million 0.22% of portfolio
8,607
Q2 2025 Reduced 3.58%
$142B
$4.68 Million 0.21% of portfolio
20,086
Q2 2025 Reduced 2.77%
$38.6B
$4.37 Million 0.2% of portfolio
132,096
Q2 2025 Reduced 2.45%
$49.3B
$4.53 Million 0.2% of portfolio
133,920
Q2 2025 Reduced 3.92%
$85B
$4.15 Million 0.19% of portfolio
15,174
Q2 2025 Reduced 4.55%
$177B
$4.24 Million 0.19% of portfolio
8,044
Q2 2025 Reduced 2.07%
$96.2B
$4.25 Million 0.19% of portfolio
23,155
Q2 2025 Reduced 1.57%
$140B
$4 Million 0.18% of portfolio
20,257
Q2 2025 Reduced 4.31%
$185B
$3.84 Million 0.17% of portfolio
9,467
Q2 2025 Reduced 7.8%
$79.5B
$3.77 Million 0.17% of portfolio
30,086
Q2 2025 Reduced 3.87%
$91.8B
$3.62 Million 0.16% of portfolio
16,382
Q2 2025 Reduced 1.0%
$644B
$3.42 Million 0.15% of portfolio
7,048
Q2 2025 Reduced 4.54%
$212B
$3.11 Million 0.14% of portfolio
25,086
Q2 2025 Reduced 1.94%
$316B
$2.88 Million 0.13% of portfolio
11,182
Q2 2025 Added 16.8%
$463B
$2.88 Million 0.13% of portfolio
18,834
Q2 2025 Reduced 0.84%
$138B
$2.6 Million 0.12% of portfolio
37,425
Q2 2025 Reduced 4.42%
$218M
$2.54 Million 0.12% of portfolio
112,665
Q2 2025 Added 0.44%
$290B
$2.66 Million 0.12% of portfolio
37,650
Q2 2025 Added 2.23%
$53.9B
$2.76 Million 0.12% of portfolio
11,003
Q2 2025 Reduced 3.13%
$77.5B
$2.34 Million 0.11% of portfolio
17,547
Q2 2025 Reduced 0.01%
$283B
$2.14 Million 0.1% of portfolio
21,860
Q2 2025 Reduced 1.7%
$380B
$2.12 Million 0.1% of portfolio
13,293
Q2 2025 Reduced 0.11%
$195B
$2.08 Million 0.09% of portfolio
15,753
Q2 2025 Reduced 3.25%
$1.52T
$2.03 Million 0.09% of portfolio
11,442
Q2 2025 Reduced 1.95%
$168B
$2.06 Million 0.09% of portfolio
5,327
Q2 2025 Reduced 7.65%
$6.7B
$1.78 Million 0.08% of portfolio
40,177
Q4 2024 Reduced 8.37%
$17B
$1.85 Million 0.08% of portfolio
35,414
Q2 2025 Reduced 8.48%
$143B
$1.68 Million 0.08% of portfolio
6,291
Q2 2025 Reduced 6.51%
$64.5B
$1.58 Million 0.07% of portfolio
5,599
Q2 2025 Reduced 3.32%
$233B
$1.62 Million 0.07% of portfolio
11,101
Q2 2025 Reduced 0.37%
$98.1B
$1.55 Million 0.07% of portfolio
33,390
Q2 2025 Reduced 1.34%

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
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