First Western Trust Bank Portfolio Holdings

First Western Trust Bank

  • $2.07 Billion
  • Q1 2025

First Western Trust Bank has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.07 Billion distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $1.21B, Vanguard Index Fds S&P 500 ETF with a value of $142M, Ishares Russell Mid Cap ETF with a value of $100M, Spdr S&P 500 ETF Trust with a value of $68.3M, and Invesco S&P 500 Equal Weight E with a value of $54.4M.

Examining the 13F form we can see an decrease of $81.8M in the current position value, from $2.16B to 2.07B.

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 $2.07 Billion
Healthcare: $1.25 Billion
ETFs: $546 Million
Technology: $88.8 Million
Financial Services: $47.2 Million
Industrials: $40.1 Million
Consumer Cyclical: $33.2 Million
Consumer Defensive: $29.2 Million
Communication Services: $16.8 Million
Other: $26.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$1.21 Billion 58.41% of portfolio
3,255,414
Q1 2025 Reduced 6.88%
$3.39T
$24.9 Million 1.2% of portfolio
112,103
Q1 2025 Reduced 2.81%
$3.75T
$19.5 Million 0.94% of portfolio
51,839
Q1 2025 Reduced 8.78%
$15.2B
$12.4 Million 0.6% of portfolio
67,937
Q1 2025 Reduced 2.98%
$435B
$11.2 Million 0.54% of portfolio
11,827
Q1 2025 Reduced 6.28%
$585B
$11 Million 0.53% of portfolio
31,355
Q1 2025 Reduced 4.96%
$831B
$10.9 Million 0.53% of portfolio
44,587
Q1 2025 Reduced 3.15%
$1.07T
$10.9 Million 0.52% of portfolio
70,238
Q1 2025 Reduced 7.48%
$636B
$10.4 Million 0.5% of portfolio
74,042
Q1 2025 Reduced 8.74%
$146B
$9.24 Million 0.45% of portfolio
75,886
Q1 2025 Reduced 7.65%
$216B
$8.54 Million 0.41% of portfolio
27,335
Q1 2025 Reduced 5.46%
$380B
$7.54 Million 0.36% of portfolio
20,580
Q1 2025 Reduced 5.14%
$177B
$6.72 Million 0.32% of portfolio
34,514
Q1 2025 Reduced 8.72%
$51.4B
$5.83 Million 0.28% of portfolio
139,385
Q1 2025 Reduced 5.59%
$142B
$5.78 Million 0.28% of portfolio
51,610
Q1 2025 Reduced 7.99%
$187B
$5.64 Million 0.27% of portfolio
18,067
Q1 2025 Reduced 7.66%
$76.4B
$5.38 Million 0.26% of portfolio
21,239
Q1 2025 Reduced 7.6%
$165B
$5.11 Million 0.25% of portfolio
10,268
Q1 2025 Reduced 6.82%
$59.2B
$5.26 Million 0.25% of portfolio
8,927
Q1 2025 Reduced 7.95%
$217B
$5 Million 0.24% of portfolio
8,149
Q1 2025 Reduced 7.41%
$47.7B
$4.63 Million 0.22% of portfolio
135,411
Q1 2025 Reduced 5.63%
$160B
$4.37 Million 0.21% of portfolio
20,659
Q1 2025 Reduced 10.79%
$146B
$4.34 Million 0.21% of portfolio
21,170
Q1 2025 Reduced 9.74%
$172B
$4.17 Million 0.2% of portfolio
8,214
Q1 2025 Reduced 8.45%
$406B
$4.18 Million 0.2% of portfolio
38,602
Q1 2025 Added 6.57%
$102B
$4.06 Million 0.2% of portfolio
23,524
Q1 2025 Reduced 5.5%
$631B
$3.93 Million 0.19% of portfolio
7,383
Q1 2025 Reduced 0.89%
$79.5B
$3.92 Million 0.19% of portfolio
31,296
Q1 2025 Reduced 7.51%
$90.6B
$3.79 Million 0.18% of portfolio
15,897
Q1 2025 Reduced 7.0%
$103B
$3.6 Million 0.17% of portfolio
16,548
Q1 2025 Reduced 9.52%
$409B
$3.15 Million 0.15% of portfolio
18,994
Q1 2025 Reduced 2.37%
$18.7B
$2.83 Million 0.14% of portfolio
38,697
Q1 2025 Reduced 11.28%
$300B
$2.64 Million 0.13% of portfolio
36,828
Q1 2025 Added 0.43%
$145B
$2.78 Million 0.13% of portfolio
39,155
Q1 2025 Reduced 1.14%
$185B
$2.44 Million 0.12% of portfolio
16,283
Q1 2025 Reduced 8.5%
$220B
$2.52 Million 0.12% of portfolio
25,582
Q1 2025 Reduced 12.68%
$373B
$2.27 Million 0.11% of portfolio
13,307
Q1 2025 Reduced 0.62%
$221M
$2.2 Million 0.11% of portfolio
112,170
Q1 2025 Added 0.44%
$49.6B
$2.38 Million 0.11% of portfolio
11,359
Q1 2025 Reduced 8.0%
$174B
$2.21 Million 0.11% of portfolio
5,768
Q1 2025 Reduced 17.03%
$101B
$2.06 Million 0.1% of portfolio
33,842
Q1 2025 Reduced 0.01%
$263B
$1.95 Million 0.09% of portfolio
22,239
Q1 2025 Added 1.69%
$82.7B
$1.92 Million 0.09% of portfolio
17,549
Q2 2024 Reduced 8.65%
$1.08T
$1.82 Million 0.09% of portfolio
11,669
Q1 2025 Reduced 1.96%
$147B
$1.9 Million 0.09% of portfolio
6,729
Q1 2025 Reduced 2.07%
$274B
$1.92 Million 0.09% of portfolio
9,574
Q1 2025 Reduced 0.36%
$474B
$1.59 Million 0.08% of portfolio
13,397
Q1 2025 Reduced 14.95%
$7.65B
$1.75 Million 0.08% of portfolio
40,177
Q4 2024 Reduced 8.37%
$432B
$1.6 Million 0.08% of portfolio
2
Q3 2024 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $2.07 Billion
  • Prior Value $2.16 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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