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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.27 Million 0.15% of portfolio
5,563
Q4 2024 Reduced 0.47%
$178B
$3.09 Million 0.14% of portfolio
6,952
Q4 2024 Reduced 5.27%
$207B
$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%
$434B
$2.81 Million 0.13% of portfolio
19,455
Q4 2024 Reduced 0.92%
$0
$2.65 Million 0.12% of portfolio
26,131
Q4 2024 Reduced 2.15%
$40.1B
$2.6 Million 0.12% of portfolio
12,347
Q4 2024 Reduced 12.23%
$951B
$2.27 Million 0.11% of portfolio
11,902
Q4 2024 Reduced 0.46%
$310B
$2.28 Million 0.11% of portfolio
36,669
Q4 2024 Added 0.16%
$181M
$2.18 Million 0.1% of portfolio
111,675
Q4 2024 Reduced 7.06%
$64.8B
$2.17 Million 0.1% of portfolio
17,549
Q2 2024 Reduced 8.65%
$75.5B
$2.17 Million 0.1% of portfolio
25,413
Q4 2024 Added 5.51%
$6.99B
$2.13 Million 0.1% of portfolio
40,177
Q4 2024 Reduced 8.37%
$404B
$2.24 Million 0.1% of portfolio
13,390
Q4 2024 Reduced 0.1%
$65.4B
$1.96 Million 0.09% of portfolio
6,746
Q4 2024 Added 2.37%
$0
$2.01 Million 0.09% of portfolio
10,883
Q4 2024 Reduced 23.52%
$130B
$1.91 Million 0.09% of portfolio
33,844
Q4 2024 Added 0.08%
$166B
$1.65 Million 0.08% of portfolio
6,871
Q4 2024 Added 9.31%
$496B
$1.69 Million 0.08% of portfolio
15,752
Q4 2024 Added 7.95%
$219B
$1.6 Million 0.07% of portfolio
9,609
Q4 2024 Added 0.09%
$117B
$1.42 Million 0.07% of portfolio
2,920
Q4 2024 Added 0.17%
$23.7B
$1.54 Million 0.07% of portfolio
14,610
Q3 2024 Added 0.1%
$0
$1.37 Million 0.06% of portfolio
26,900
Q1 2023 New
$195B
$1.27 Million 0.06% of portfolio
10,981
Q4 2024 Added 27.38%
$479B
$1.36 Million 0.06% of portfolio
2
Q3 2024 Added 100.0%
$38.7B
$1.32 Million 0.06% of portfolio
19,621
Q3 2024 Added 4.9%
$1.94T
$1.3 Million 0.06% of portfolio
5,904
Q4 2024 Added 1.72%
$15.3B
$1.27 Million 0.06% of portfolio
17,002
Q4 2024 Reduced 13.31%
$523B
$1.15 Million 0.05% of portfolio
2,186
Q4 2024 Added 0.92%
$22.5B
$1.13 Million 0.05% of portfolio
14,119
Q4 2024 New
$0
$1.07 Million 0.05% of portfolio
6,700
Q1 2022 New
$201B
$1.13 Million 0.05% of portfolio
3,819
Q4 2024 Added 0.32%
$0
$1.14 Million 0.05% of portfolio
12,778
Q4 2023 Reduced 2.14%
$785B
$1.09 Million 0.05% of portfolio
1,409
Q4 2024 Reduced 1.74%
$227B
$976,000 0.05% of portfolio
9,815
Q4 2024 Added 0.7%
$0
$792,000 0.04% of portfolio
13,041
Q4 2023 Reduced 10.12%
$370B
$935,000 0.04% of portfolio
5,265
Q4 2024 Added 0.8%
$127B
$802,000 0.04% of portfolio
2,740
Q3 2024 Reduced 6.71%
$1.3T
$903,000 0.04% of portfolio
1,531
Q4 2024 Added 3.1%
$100B
$783,000 0.04% of portfolio
2,839
Q4 2024 Added 0.71%
$108B
$957,000 0.04% of portfolio
2,885
Q4 2024 Added 0.17%
$67.8B
$762,000 0.04% of portfolio
3,290
Q4 2024 Added 1.95%
$0
$816,000 0.04% of portfolio
23,028
Q3 2024 Reduced 4.68%
$223B
$828,000 0.04% of portfolio
3,767
Q4 2024 Reduced 5.52%
$80B
$794,000 0.04% of portfolio
10,499
Q4 2024 Reduced 77.06%
$0
$882,000 0.04% of portfolio
27,735
Q1 2023 New
$75B
$757,000 0.04% of portfolio
598
Q4 2024 Reduced 1.64%
$246B
$840,000 0.04% of portfolio
6,985
Q4 2024 Added 1.23%
$142B
$669,000 0.03% of portfolio
9,052
Q4 2024 Added 0.88%

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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