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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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