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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$2.78 Million 0.13% of portfolio
39,155
Q1 2025 Reduced 1.14%
$180B
$2.44 Million 0.12% of portfolio
16,283
Q1 2025 Reduced 8.5%
$203B
$2.52 Million 0.12% of portfolio
25,582
Q1 2025 Reduced 12.68%
$0
$2.41 Million 0.12% of portfolio
25,966
Q1 2025 Reduced 0.63%
$397B
$2.27 Million 0.11% of portfolio
13,307
Q1 2025 Reduced 0.62%
$206M
$2.2 Million 0.11% of portfolio
112,170
Q1 2025 Added 0.44%
$46.8B
$2.38 Million 0.11% of portfolio
11,359
Q1 2025 Reduced 8.0%
$192B
$2.21 Million 0.11% of portfolio
5,768
Q1 2025 Reduced 17.03%
$99.9B
$2.06 Million 0.1% of portfolio
33,842
Q1 2025 Reduced 0.01%
$0
$2 Million 0.1% of portfolio
10,641
Q1 2025 Reduced 2.22%
$264B
$1.95 Million 0.09% of portfolio
22,239
Q1 2025 Added 1.69%
$70.8B
$1.92 Million 0.09% of portfolio
17,549
Q2 2024 Reduced 8.65%
$1.06T
$1.82 Million 0.09% of portfolio
11,669
Q1 2025 Reduced 1.96%
$162B
$1.9 Million 0.09% of portfolio
6,729
Q1 2025 Reduced 2.07%
$266B
$1.92 Million 0.09% of portfolio
9,574
Q1 2025 Reduced 0.36%
$426B
$1.59 Million 0.08% of portfolio
13,397
Q1 2025 Reduced 14.95%
$453B
$1.6 Million 0.08% of portfolio
2
Q3 2024 Added 100.0%
$60.3B
$1.71 Million 0.08% of portfolio
5,791
Q1 2025 Reduced 14.16%
$19.4B
$1.43 Million 0.07% of portfolio
12,649
Q1 2025 Reduced 13.42%
$195B
$1.48 Million 0.07% of portfolio
11,142
Q1 2025 Added 1.47%
$123B
$1.25 Million 0.06% of portfolio
2,803
Q1 2025 Reduced 4.01%
$549B
$1.18 Million 0.06% of portfolio
2,159
Q1 2025 Reduced 1.24%
$684B
$1.16 Million 0.06% of portfolio
1,401
Q1 2025 Reduced 0.57%
$82.6B
$1.31 Million 0.06% of portfolio
20,117
Q1 2025 Reduced 20.84%
$277B
$1.09 Million 0.05% of portfolio
6,841
Q1 2025 Reduced 2.06%
$0
$965,000 0.05% of portfolio
10,669
Q1 2025 Reduced 16.5%
$0
$1.03 Million 0.05% of portfolio
27,735
Q1 2023 New
$324B
$1.04 Million 0.05% of portfolio
4,956
Q1 2025 Reduced 5.87%
$0
$940,000 0.05% of portfolio
6,700
Q1 2022 New
$37.7B
$1.13 Million 0.05% of portfolio
16,019
Q1 2025 Reduced 18.36%
$15.3B
$1.02 Million 0.05% of portfolio
15,427
Q1 2025 Reduced 9.26%
$2.09T
$1.13 Million 0.05% of portfolio
5,927
Q1 2025 Added 0.39%
$219B
$1.02 Million 0.05% of portfolio
3,785
Q1 2025 Reduced 0.89%
$79.2B
$789,000 0.04% of portfolio
571
Q1 2025 Reduced 4.52%
$94.8B
$927,000 0.04% of portfolio
2,818
Q1 2025 Reduced 0.74%
$0
$796,000 0.04% of portfolio
12,538
Q1 2025 Reduced 3.86%
$1.45T
$845,000 0.04% of portfolio
1,467
Q1 2025 Reduced 4.18%
$82.2B
$764,000 0.04% of portfolio
5,208
Q4 2024 Reduced 1.77%
$193B
$760,000 0.04% of portfolio
8,469
Q1 2025 Reduced 13.71%
$0
$767,000 0.04% of portfolio
19,497
Q1 2025 Reduced 15.33%
$21B
$834,000 0.04% of portfolio
14,167
Q1 2025 Added 0.34%
$130B
$795,000 0.04% of portfolio
2,928
Q1 2025 Added 1.49%
$266B
$790,000 0.04% of portfolio
4,726
Q1 2025 Reduced 1.48%
$233B
$895,000 0.04% of portfolio
3,602
Q1 2025 Reduced 4.38%
$135B
$836,000 0.04% of portfolio
2,739
Q1 2025 Reduced 0.04%
$0
$562,000 0.03% of portfolio
1,055
Q1 2025 Added 11.17%
$102B
$633,000 0.03% of portfolio
941
Q1 2025 Added 1.07%
$59.4B
$635,000 0.03% of portfolio
10,018
Q1 2025 Added 0.46%
$0
$692,000 0.03% of portfolio
5,896
Q1 2025 Added 4.24%

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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