First Foundation Advisors Portfolio Holdings

First Foundation Advisors

  • $2.4 Billion
  • Q1 2025

First Foundation Advisors has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.4 Billion distributed in 572 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $386M, Ishares Core S&P 500 ETF with a value of $164M, Vaneck Morningstar Wide Moat E with a value of $91.7M, J P Morgan Exchange Traded Fd with a value of $85.9M, and Alphabet Inc. with a value of $79.4M.

Examining the 13F form we can see an decrease of $191M in the current position value, from $2.59B to 2.4B.

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 $2.4 Billion
ETFs: $1.09 Billion
Technology: $632 Million
Financial Services: $194 Million
Consumer Cyclical: $110 Million
Communication Services: $108 Million
Healthcare: $89.5 Million
Industrials: $55.2 Million
Consumer Defensive: $44.5 Million
Other: $71.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$386 Million 16.08% of portfolio
1,028,833
Q1 2025 Reduced 1.32%
$0
$164 Million 6.84% of portfolio
292,572
Q1 2025 Added 9.87%
$0
$91.7 Million 3.82% of portfolio
1,067,908
Q1 2025 Reduced 3.0%
$0
$85.9 Million 3.58% of portfolio
1,502,869
Q1 2025 Reduced 5.86%
$1.1T
$79.4 Million 3.31% of portfolio
508,368
Q1 2025 Reduced 6.11%
$0
$75.2 Million 3.13% of portfolio
993,841
Q1 2025 Added 3.71%
$3.26T
$69.5 Million 2.89% of portfolio
312,919
Q1 2025 Reduced 4.62%
$2.22T
$65.8 Million 2.74% of portfolio
345,692
Q1 2025 Reduced 6.3%
$648B
$65 Million 2.71% of portfolio
122,055
Q1 2025 Reduced 7.68%
$0
$56.6 Million 2.36% of portfolio
514,121
Q1 2025 Reduced 4.85%
$0
$42.6 Million 1.77% of portfolio
500,709
Q1 2025 Added 0.56%
$0
$38.4 Million 1.6% of portfolio
1,013,774
Q1 2025 Reduced 8.33%
$0
$37.9 Million 1.58% of portfolio
597,024
Q1 2025 Added 12.57%
$0
$35.9 Million 1.5% of portfolio
363,229
Q1 2025 Added 18.53%
$74.7B
$33.6 Million 1.4% of portfolio
305,555
Q1 2025 Reduced 4.26%
$0
$31.8 Million 1.32% of portfolio
593,023
Q1 2025 Added 12.93%
$0
$29.7 Million 1.24% of portfolio
527,462
Q1 2025 Reduced 6.1%
$788B
$29.6 Million 1.23% of portfolio
120,495
Q1 2025 Reduced 5.45%
$0
$26.6 Million 1.11% of portfolio
1,115,085
Q1 2025 Reduced 17.54%
$0
$25.1 Million 1.05% of portfolio
69,546
Q1 2025 Added 1.02%
$0
$24.3 Million 1.01% of portfolio
121,901
Q1 2025 Added 5.99%
$562B
$24.2 Million 1.01% of portfolio
44,076
Q1 2025 Reduced 6.92%
$0
$23.7 Million 0.99% of portfolio
492,017
Q1 2025 Added 283.92%
$359B
$22 Million 0.92% of portfolio
202,872
Q1 2025 Reduced 3.28%
$53.2B
$21.9 Million 0.91% of portfolio
371,519
Q1 2025 Added 8.67%
$278B
$20.2 Million 0.84% of portfolio
127,509
Q1 2025 Reduced 8.7%
$199B
$18.6 Million 0.77% of portfolio
180,829
Q1 2025 Reduced 1.61%
$171B
$18.2 Million 0.76% of portfolio
249,772
Q1 2025 Reduced 11.14%
$179B
$18.2 Million 0.76% of portfolio
118,635
Q1 2025 Reduced 24.33%
$0
$17.7 Million 0.74% of portfolio
431,348
Q1 2025 Added 36.92%
$51.3B
$17.6 Million 0.73% of portfolio
454,062
Q1 2025 Reduced 10.22%
$160B
$17.3 Million 0.72% of portfolio
221,426
Q1 2025 Reduced 9.39%
$55B
$16.3 Million 0.68% of portfolio
248,021
Q1 2025 Reduced 8.15%
$0
$15.6 Million 0.65% of portfolio
358,545
Q1 2025 Reduced 23.24%
$0
$15.1 Million 0.63% of portfolio
158,029
Q1 2025 Reduced 23.72%
$446B
$14.4 Million 0.6% of portfolio
15,222
Q1 2025 Added 2.3%
$0
$14.4 Million 0.6% of portfolio
321,812
Q1 2025 Added 2.32%
$284B
$14.2 Million 0.59% of portfolio
27,042
Q1 2025 Reduced 8.31%
$149B
$13.6 Million 0.57% of portfolio
93,530
Q1 2025 Reduced 5.19%
$0
$13.7 Million 0.57% of portfolio
78,986
Q1 2025 Added 0.79%
$1.5T
$12.9 Million 0.54% of portfolio
22,298
Q1 2025 Added 1.66%
$229B
$12.2 Million 0.51% of portfolio
166,197
Q1 2025 Reduced 12.61%
$0
$11.8 Million 0.49% of portfolio
96,691
Q1 2025 Reduced 1.73%
$0
$11.5 Million 0.48% of portfolio
20,563
Q1 2025 Reduced 12.57%
$38.4B
$11 Million 0.46% of portfolio
59,543
Q1 2025 Reduced 18.13%
$0
$10.7 Million 0.45% of portfolio
322,578
Q1 2025 Reduced 6.68%
$95.6B
$10.7 Million 0.44% of portfolio
40,217
Q1 2025 Reduced 32.92%
$202B
$10.3 Million 0.43% of portfolio
33,036
Q1 2025 Reduced 13.83%
$140B
$10.1 Million 0.42% of portfolio
43,362
Q1 2025 Reduced 11.08%

Summary

  • Portfolio
  • No. of Stocks 572
  • Current Value $2.4 Billion
  • Prior Value $2.59 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 192 stocks
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