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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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