First Foundation Advisors Portfolio Holdings

First Foundation Advisors

  • $2.44 Billion
  • Q1 2024

First Foundation Advisors has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.44 Billion distributed in 788 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $449M, Ishares Core S&P 500 ETF with a value of $113M, Alphabet Inc. with a value of $93.2M, Vaneck Morningstar Wide Moat E with a value of $91.6M, and J P Morgan Exchange Traded Fd with a value of $69.6M.

Examining the 13F form we can see an increase of $299M in the current position value, from $2.14B to 2.44B.

First Foundation Advisors is based out at Irvine, CA

Below you can find more details about First Foundation Advisors portfolio as well as his latest detailed transactions.

Portfolio value $2.44 Billion
ETFs: $916 Million
Technology: $726 Million
Financial Services: $200 Million
Communication Services: $123 Million
Healthcare: $122 Million
Consumer Cyclical: $115 Million
Industrials: $80.9 Million
Energy: $55.7 Million
Other: $93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.33T
$449 Million 18.42% of portfolio
1,066,315
Q1 2024 Reduced 1.16%
$0
$113 Million 4.62% of portfolio
214,170
Q1 2024 Added 19.68%
$1.12T
$93.2 Million 3.82% of portfolio
611,848
Q1 2024 Reduced 3.81%
$0
$91.6 Million 3.76% of portfolio
1,019,331
Q1 2024 Added 57.75%
$0
$69.6 Million 2.86% of portfolio
1,203,095
Q1 2024 Added 91.87%
$1.97T
$69.6 Million 2.86% of portfolio
385,691
Q1 2024 Reduced 2.65%
$529B
$60.5 Million 2.48% of portfolio
143,915
Q1 2024 Reduced 3.53%
$3.38T
$59.6 Million 2.45% of portfolio
347,525
Q1 2024 Added 31.39%
$0
$56.3 Million 2.31% of portfolio
757,968
Q1 2024 Added 12.41%
$99.8B
$53.6 Million 2.2% of portfolio
360,828
Q1 2024 Reduced 0.94%
$0
$50.8 Million 2.08% of portfolio
489,165
Q1 2024 Added 8.83%
$0
$41.8 Million 1.72% of portfolio
1,682,055
Q1 2024 Added 38.79%
$0
$35.4 Million 1.45% of portfolio
421,140
Q1 2024 Added 5.75%
$0
$34.4 Million 1.41% of portfolio
1,091,924
Q1 2024 Added 13.71%
$262B
$33.1 Million 1.36% of portfolio
183,553
Q1 2024 Reduced 0.26%
$0
$33.2 Million 1.36% of portfolio
844,240
Q1 2024 Added 53.11%
$593B
$28.4 Million 1.17% of portfolio
142,034
Q1 2024 Reduced 3.87%
$0
$27.4 Million 1.13% of portfolio
251,810
Q1 2024 Added 103.66%
$144B
$26.7 Million 1.1% of portfolio
346,901
Q1 2024 Reduced 7.62%
$421B
$25.7 Million 1.05% of portfolio
53,272
Q1 2024 Reduced 6.31%
$0
$25.4 Million 1.04% of portfolio
491,898
Q1 2024 Added 11.79%
$0
$25 Million 1.03% of portfolio
381,803
Q1 2024 Added 9.27%
$476B
$24.9 Million 1.02% of portfolio
50,382
Q1 2024 Reduced 2.1%
$157B
$22.5 Million 0.92% of portfolio
245,410
Q1 2024 Reduced 22.98%
$134B
$22.2 Million 0.91% of portfolio
306,703
Q1 2024 Reduced 13.88%
$52B
$22.2 Million 0.91% of portfolio
600,627
Q1 2024 Reduced 5.34%
$0
$21.2 Million 0.87% of portfolio
216,815
Q1 2024 Added 54.68%
$224B
$20.3 Million 0.83% of portfolio
119,777
Q1 2024 Reduced 8.05%
$203B
$20 Million 0.82% of portfolio
96,790
Q1 2024 Reduced 2.86%
$0
$19.6 Million 0.8% of portfolio
93,136
Q1 2024 Added 3.29%
$137B
$19.3 Million 0.79% of portfolio
75,840
Q1 2024 Reduced 8.16%
$306B
$17.3 Million 0.71% of portfolio
109,955
Q1 2024 Reduced 7.39%
$40.1B
$17.4 Million 0.71% of portfolio
150,709
Q1 2024 Reduced 6.15%
$0
$17.2 Million 0.71% of portfolio
397,460
Q1 2024 Added 41.73%
$308B
$17 Million 0.7% of portfolio
18,765
Q1 2024 Added 5.71%
$38.4B
$16.7 Million 0.68% of portfolio
89,970
Q1 2024 Reduced 8.89%
$0
$16.6 Million 0.68% of portfolio
49,166
Q1 2024 Added 143.44%
$191B
$15.9 Million 0.65% of portfolio
45,986
Q1 2024 Reduced 5.93%
$242B
$15.1 Million 0.62% of portfolio
223,169
Q1 2024 Added 34.06%
$0
$14 Million 0.58% of portfolio
121,656
Q1 2024 Reduced 7.0%
$37.3B
$13.1 Million 0.54% of portfolio
311,792
Q1 2024 Reduced 2.94%
$0
$13.3 Million 0.54% of portfolio
423,191
Q1 2024 Added 6.85%
$0
$13.2 Million 0.54% of portfolio
139,704
Q1 2024 Added 31.49%
$8.18B
$12.9 Million 0.53% of portfolio
256,298
Q1 2024 Added 2.69%
$0
$13 Million 0.53% of portfolio
24,891
Q1 2024 Added 0.94%
$70.7B
$12.6 Million 0.52% of portfolio
58,418
Q1 2024 Reduced 28.81%
$0
$12.4 Million 0.51% of portfolio
73,111
Q1 2024 Added 1.14%
$0
$11.8 Million 0.49% of portfolio
273,835
Q1 2024 Added 10.41%
$177B
$11.6 Million 0.48% of portfolio
66,822
Q1 2024 Reduced 0.01%

Summary

  • Portfolio
  • No. of Stocks 788
  • Current Value $2.44 Billion
  • Prior Value $2.14 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 32 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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