First Western Trust Bank Portfolio Holdings

First Western Trust Bank

  • $2.16 Billion
  • Q4 2024

First Western Trust Bank has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.16 Billion distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $1.26B, Vanguard Index Fds S&P 500 ETF with a value of $148M, Ishares Russell Mid Cap ETF with a value of $97.3M, Spdr S&P 500 ETF Trust with a value of $66.6M, and Ishares Russell 2000 ETF with a value of $52.3M.

Examining the 13F form we can see an decrease of $63.2M in the current position value, from $2.22B to 2.16B.

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 $2.16 Billion
Healthcare: $1.29 Billion
ETFs: $556 Million
Technology: $105 Million
Financial Services: $46.7 Million
Industrials: $41.1 Million
Consumer Cyclical: $35.7 Million
Consumer Defensive: $29.5 Million
Communication Services: $21.5 Million
Other: $27.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$1.26 Billion 58.37% of portfolio
3,495,906
Q4 2024 Reduced 0.04%
$3.51T
$28.9 Million 1.34% of portfolio
115,349
Q4 2024 Reduced 0.06%
$2.92T
$24 Million 1.11% of portfolio
56,827
Q4 2024 Reduced 2.84%
$972B
$14.4 Million 0.67% of portfolio
75,914
Q4 2024 Reduced 5.04%
$410B
$13.5 Million 0.63% of portfolio
81,133
Q4 2024 Reduced 4.3%
$11.2B
$11.7 Million 0.54% of portfolio
70,023
Q3 2024 Added 359.59%
$402B
$11.6 Million 0.54% of portfolio
12,620
Q4 2024 Reduced 2.99%
$709B
$11 Million 0.51% of portfolio
46,038
Q4 2024 Reduced 2.01%
$549B
$10.4 Million 0.48% of portfolio
32,991
Q4 2024 Reduced 3.94%
$135B
$9.93 Million 0.46% of portfolio
82,168
Q4 2024 Reduced 2.99%
$359B
$8.44 Million 0.39% of portfolio
21,696
Q4 2024 Reduced 2.93%
$225B
$8.38 Million 0.39% of portfolio
28,914
Q4 2024 Reduced 1.38%
$177B
$7.36 Million 0.34% of portfolio
37,813
Q4 2024 Reduced 4.4%
$192B
$6.88 Million 0.32% of portfolio
19,565
Q4 2024 Reduced 5.62%
$203B
$5.73 Million 0.27% of portfolio
11,020
Q4 2024 Reduced 7.14%
$170B
$5.53 Million 0.26% of portfolio
8,801
Q4 2024 Reduced 3.9%
$71.5B
$5.39 Million 0.25% of portfolio
22,987
Q4 2024 Reduced 5.21%
$154B
$5.38 Million 0.25% of portfolio
23,454
Q4 2024 Reduced 6.57%
$141B
$5.23 Million 0.24% of portfolio
23,158
Q4 2024 Reduced 2.75%
$134B
$5.18 Million 0.24% of portfolio
56,093
Q4 2024 Added 1.8%
$293B
$4.86 Million 0.23% of portfolio
36,221
Q4 2024 Added 96.55%
$221B
$5.07 Million 0.23% of portfolio
44,799
Q4 2024 Reduced 8.89%
$60.7B
$5.04 Million 0.23% of portfolio
9,698
Q4 2024 Reduced 6.7%
$77.1B
$4.77 Million 0.22% of portfolio
17,093
Q4 2024 Reduced 3.55%
$47.5B
$4.61 Million 0.21% of portfolio
143,492
Q4 2024 Reduced 13.18%
$162B
$4.47 Million 0.21% of portfolio
8,972
Q4 2024 Reduced 4.61%
$79.5B
$4.24 Million 0.2% of portfolio
33,838
Q4 2024 Reduced 0.77%
$97.4B
$3.71 Million 0.17% of portfolio
24,894
Q4 2024 Reduced 1.07%
$688B
$3.38 Million 0.16% of portfolio
7,449
Q4 2024 Added 55.71%
$101B
$3.35 Million 0.16% of portfolio
18,290
Q4 2024 Reduced 6.58%
$26.5B
$3.27 Million 0.15% of portfolio
43,619
Q4 2024 Reduced 3.94%
$181B
$3.26 Million 0.15% of portfolio
29,297
Q4 2024 Added 3.08%
$180B
$3.09 Million 0.14% of portfolio
6,952
Q4 2024 Reduced 5.27%
$200B
$2.71 Million 0.13% of portfolio
17,796
Q4 2024 Added 0.1%
$139B
$2.84 Million 0.13% of portfolio
39,606
Q4 2024 Reduced 15.27%
$428B
$2.81 Million 0.13% of portfolio
19,455
Q4 2024 Reduced 0.92%
$39.8B
$2.6 Million 0.12% of portfolio
12,347
Q4 2024 Reduced 12.23%
$1.01T
$2.27 Million 0.11% of portfolio
11,902
Q4 2024 Reduced 0.46%
$297B
$2.28 Million 0.11% of portfolio
36,669
Q4 2024 Added 0.16%
$185M
$2.18 Million 0.1% of portfolio
111,675
Q4 2024 Reduced 7.06%
$66.9B
$2.17 Million 0.1% of portfolio
17,549
Q2 2024 Reduced 8.65%
$81.2B
$2.17 Million 0.1% of portfolio
25,413
Q4 2024 Added 5.51%
$7.14B
$2.13 Million 0.1% of portfolio
40,177
Q4 2024 Reduced 8.37%
$395B
$2.24 Million 0.1% of portfolio
13,390
Q4 2024 Reduced 0.1%
$64.7B
$1.96 Million 0.09% of portfolio
6,746
Q4 2024 Added 2.37%
$233B
$1.98 Million 0.09% of portfolio
21,869
Q4 2024 Added 0.4%
$130B
$1.91 Million 0.09% of portfolio
33,844
Q4 2024 Added 0.08%
$160B
$1.65 Million 0.08% of portfolio
6,871
Q4 2024 Added 9.31%
$481B
$1.69 Million 0.08% of portfolio
15,752
Q4 2024 Added 7.95%

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $2.16 Billion
  • Prior Value $2.22 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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