First Western Trust Bank Portfolio Holdings

First Western Trust Bank

  • $2.21 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.86 Million 0.13% of portfolio
25,966
Q1 2025 Reduced 0.63%
$141B
$2.6 Million 0.12% of portfolio
37,425
Q2 2025 Reduced 4.42%
$205M
$2.54 Million 0.12% of portfolio
112,665
Q2 2025 Added 0.44%
$306B
$2.66 Million 0.12% of portfolio
37,650
Q2 2025 Added 2.23%
$51.7B
$2.76 Million 0.12% of portfolio
11,003
Q2 2025 Reduced 3.13%
$78.6B
$2.34 Million 0.11% of portfolio
17,547
Q2 2025 Reduced 0.01%
$281B
$2.14 Million 0.1% of portfolio
21,860
Q2 2025 Reduced 1.7%
$368B
$2.12 Million 0.1% of portfolio
13,293
Q2 2025 Reduced 0.11%
$202B
$2.08 Million 0.09% of portfolio
15,753
Q2 2025 Reduced 3.25%
$0
$1.93 Million 0.09% of portfolio
9,953
Q2 2025 Reduced 6.47%
$1.24T
$2.03 Million 0.09% of portfolio
11,442
Q2 2025 Reduced 1.95%
$157B
$2.06 Million 0.09% of portfolio
5,327
Q2 2025 Reduced 7.65%
$6.87B
$1.78 Million 0.08% of portfolio
40,177
Q4 2024 Reduced 8.37%
$16.9B
$1.85 Million 0.08% of portfolio
35,414
Q2 2025 Reduced 8.48%
$142B
$1.68 Million 0.08% of portfolio
6,291
Q2 2025 Reduced 6.51%
$64.2B
$1.58 Million 0.07% of portfolio
5,599
Q2 2025 Reduced 3.32%
$99B
$1.55 Million 0.07% of portfolio
33,390
Q2 2025 Reduced 1.34%
$423B
$1.46 Million 0.07% of portfolio
2
Q3 2024 Added 100.0%
$442B
$1.44 Million 0.07% of portfolio
13,348
Q2 2025 Reduced 0.37%
$78.6B
$1.44 Million 0.07% of portfolio
19,424
Q2 2025 Reduced 3.44%
$2.26T
$1.23 Million 0.06% of portfolio
5,602
Q2 2025 Reduced 5.48%
$261B
$1.25 Million 0.06% of portfolio
6,841
Q1 2025 Reduced 2.06%
$113B
$1.3 Million 0.06% of portfolio
2,803
Q1 2025 Reduced 4.01%
$39.6B
$1.19 Million 0.05% of portfolio
17,419
Q2 2025 Added 8.74%
$227B
$1.21 Million 0.05% of portfolio
3,792
Q2 2025 Added 0.18%
$1.78T
$1.04 Million 0.05% of portfolio
1,406
Q2 2025 Reduced 4.16%
$21.2B
$1.19 Million 0.05% of portfolio
14,765
Q2 2025 Reduced 4.29%
$145B
$1.05 Million 0.05% of portfolio
2,938
Q2 2025 Added 0.34%
$138B
$1.11 Million 0.05% of portfolio
45,621
Q2 2025 Added 102.62%
$21.4B
$1.15 Million 0.05% of portfolio
12,636
Q2 2025 Reduced 0.1%
$548B
$1.21 Million 0.05% of portfolio
2,154
Q2 2025 Reduced 0.23%
$0
$1.16 Million 0.05% of portfolio
6,700
Q1 2022 New
$127B
$1.09 Million 0.05% of portfolio
3,969
Q2 2025 Added 4.89%
$0
$950,000 0.04% of portfolio
10,669
Q1 2025 Reduced 16.5%
$0
$911,000 0.04% of portfolio
12,538
Q1 2025 Reduced 3.86%
$87.3B
$791,000 0.04% of portfolio
5,197
Q2 2025 Reduced 0.21%
$0
$807,000 0.04% of portfolio
5,820
Q2 2025 Reduced 1.29%
$85.6B
$931,000 0.04% of portfolio
2,818
Q1 2025 Reduced 0.74%
$76.5B
$851,000 0.04% of portfolio
560
Q2 2025 Reduced 1.93%
$210B
$991,000 0.04% of portfolio
3,363
Q2 2025 Reduced 6.64%
$608B
$937,000 0.04% of portfolio
1,203
Q2 2025 Reduced 14.13%
$351B
$904,000 0.04% of portfolio
4,875
Q2 2025 Reduced 1.63%
$0
$835,000 0.04% of portfolio
19,497
Q1 2025 Reduced 15.33%
$124B
$844,000 0.04% of portfolio
2,739
Q1 2025 Reduced 0.04%
$302B
$634,000 0.03% of portfolio
4,432
Q2 2025 Reduced 6.22%
$21.3B
$751,000 0.03% of portfolio
14,556
Q2 2025 Added 2.75%
$0
$715,000 0.03% of portfolio
3,662
Q3 2024 Reduced 2.86%
$70.9B
$675,000 0.03% of portfolio
7,431
Q3 2024 Reduced 0.36%
$203B
$631,000 0.03% of portfolio
7,973
Q2 2025 Reduced 5.86%

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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