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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$386 Million 16.08% of portfolio
1,028,833
Q1 2025 Reduced 1.32%
$1.17T
$79.4 Million 3.31% of portfolio
508,368
Q1 2025 Reduced 6.11%
$3.45T
$69.5 Million 2.89% of portfolio
312,919
Q1 2025 Reduced 4.62%
$2.32T
$65.8 Million 2.74% of portfolio
345,692
Q1 2025 Reduced 6.3%
$622B
$65 Million 2.71% of portfolio
122,055
Q1 2025 Reduced 7.68%
$73.8B
$33.6 Million 1.4% of portfolio
305,555
Q1 2025 Reduced 4.26%
$855B
$29.6 Million 1.23% of portfolio
120,495
Q1 2025 Reduced 5.45%
$533B
$24.2 Million 1.01% of portfolio
44,076
Q1 2025 Reduced 6.92%
$416B
$22 Million 0.92% of portfolio
202,872
Q1 2025 Reduced 3.28%
$256B
$20.2 Million 0.84% of portfolio
127,509
Q1 2025 Reduced 8.7%
$250B
$18.6 Million 0.77% of portfolio
180,829
Q1 2025 Reduced 1.61%
$182B
$18.2 Million 0.76% of portfolio
249,772
Q1 2025 Reduced 11.14%
$177B
$18.2 Million 0.76% of portfolio
118,635
Q1 2025 Reduced 24.33%
$53.4B
$17.6 Million 0.73% of portfolio
454,062
Q1 2025 Reduced 10.22%
$173B
$17.3 Million 0.72% of portfolio
221,426
Q1 2025 Reduced 9.39%
$60.5B
$16.3 Million 0.68% of portfolio
248,021
Q1 2025 Reduced 8.15%
$267B
$14.2 Million 0.59% of portfolio
27,042
Q1 2025 Reduced 8.31%
$161B
$13.6 Million 0.57% of portfolio
93,530
Q1 2025 Reduced 5.19%
$1.58T
$12.9 Million 0.54% of portfolio
22,298
Q1 2025 Added 1.66%
$218B
$12.2 Million 0.51% of portfolio
166,197
Q1 2025 Reduced 12.61%
$38.4B
$11 Million 0.46% of portfolio
59,543
Q1 2025 Reduced 18.13%
$98.7B
$10.7 Million 0.44% of portfolio
40,217
Q1 2025 Reduced 32.92%
$181B
$10.3 Million 0.43% of portfolio
33,036
Q1 2025 Reduced 13.83%
$141B
$10.1 Million 0.42% of portfolio
43,362
Q1 2025 Reduced 11.08%
$439B
$8.09 Million 0.34% of portfolio
48,755
Q1 2025 Added 3.62%
$82.6B
$7.79 Million 0.32% of portfolio
80,976
Q1 2025 Added 6.49%
$22.3B
$6.97 Million 0.29% of portfolio
33,918
Q1 2025 Added 11.73%
$73.3B
$6.39 Million 0.27% of portfolio
16,023
Q1 2025 Reduced 21.57%
$194B
$6.42 Million 0.27% of portfolio
8,067
Q1 2025 Added 2.05%
$452B
$6.47 Million 0.27% of portfolio
54,362
Q1 2025 Reduced 17.06%
$101B
$6.59 Million 0.27% of portfolio
58,954
Q1 2025 Reduced 6.35%
$14B
$6.19 Million 0.26% of portfolio
28,326
Q1 2025 Added 13.43%
$1.14T
$6.35 Million 0.26% of portfolio
41,058
Q1 2025 Reduced 9.46%
$177B
$6.05 Million 0.25% of portfolio
31,084
Q1 2025 Reduced 22.78%
$221B
$6.12 Million 0.25% of portfolio
62,015
Q1 2025 Reduced 5.6%
$152B
$5.7 Million 0.24% of portfolio
80,459
Q1 2025 Reduced 16.85%
$40.1B
$5.68 Million 0.24% of portfolio
24,532
Q1 2025 Added 8.51%
$216B
$5.33 Million 0.22% of portfolio
8,687
Q1 2025 Added 3.6%
$575B
$5.18 Million 0.22% of portfolio
14,777
Q1 2025 Reduced 14.77%
$173B
$5.08 Million 0.21% of portfolio
13,236
Q1 2025 Added 6.33%
$120B
$5.12 Million 0.21% of portfolio
2,625
Q1 2025 Added 7.98%
$3.06B
$5.09 Million 0.21% of portfolio
385,041
Q1 2025 Reduced 18.96%
$429B
$4.79 Million 0.2% of portfolio
6
Q2 2023 Reduced 40.0%
$229B
$4.8 Million 0.2% of portfolio
1,041
Q1 2025 Added 9.01%
$27.4B
$4.85 Million 0.2% of portfolio
17,120
Q1 2025 Added 7.8%
$169B
$4.9 Million 0.2% of portfolio
9,648
Q1 2025 Added 4.7%
$294B
$4.75 Million 0.2% of portfolio
28,385
Q1 2025 Reduced 19.45%
$138B
$4.78 Million 0.2% of portfolio
23,304
Q1 2025 Reduced 30.87%
$141B
$4.68 Million 0.19% of portfolio
184,835
Q1 2025 Reduced 2.22%

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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