First Foundation Advisors Portfolio Holdings

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024

First Foundation Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.58 Billion distributed in 608 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $451M, Ishares Core S&P 500 ETF with a value of $141M, Alphabet Inc. with a value of $93.6M, Vaneck Morningstar Wide Moat E with a value of $91.1M, and J P Morgan Exchange Traded Fd with a value of $86M.

Examining the 13F form we can see an increase of $24.8M in the current position value, from $2.56B to 2.58B.

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 $2.58 Billion
ETFs: $1.07 Billion
Technology: $737 Million
Financial Services: $202 Million
Communication Services: $121 Million
Consumer Cyclical: $116 Million
Healthcare: $109 Million
Industrials: $65.9 Million
Consumer Defensive: $48.2 Million
Other: $105 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.06T
$451 Million 17.48% of portfolio
1,048,018
Q3 2024 Reduced 1.35%
$1.23T
$93.6 Million 3.63% of portfolio
559,940
Q3 2024 Reduced 7.69%
$3.66T
$76.7 Million 2.97% of portfolio
329,448
Q3 2024 Reduced 2.8%
$2.42T
$69.2 Million 2.68% of portfolio
371,590
Q3 2024 Reduced 3.96%
$610B
$62 Million 2.4% of portfolio
134,598
Q3 2024 Reduced 5.53%
$81.2B
$43.7 Million 1.69% of portfolio
320,274
Q3 2024 Reduced 7.68%
$184B
$30.2 Million 1.17% of portfolio
184,156
Q3 2024 Added 0.79%
$783B
$27.8 Million 1.08% of portfolio
131,845
Q3 2024 Reduced 4.83%
$202B
$25 Million 0.97% of portfolio
205,892
Q3 2024 Reduced 14.04%
$538B
$23.7 Million 0.92% of portfolio
47,942
Q3 2024 Reduced 7.82%
$291B
$22.5 Million 0.87% of portfolio
185,622
Q3 2024 Reduced 4.47%
$133B
$22.2 Million 0.86% of portfolio
294,900
Q3 2024 Reduced 12.12%
$154B
$19.6 Million 0.76% of portfolio
97,042
Q3 2024 Reduced 4.84%
$51.3B
$19.6 Million 0.76% of portfolio
530,696
Q3 2024 Reduced 6.99%
$191B
$18.9 Million 0.73% of portfolio
111,001
Q3 2024 Added 0.32%
$150B
$18.3 Million 0.71% of portfolio
282,830
Q3 2024 Reduced 6.94%
$41.7B
$17.7 Million 0.69% of portfolio
272,351
Q3 2024 Reduced 6.74%
$216B
$15.9 Million 0.62% of portfolio
204,412
Q3 2024 Reduced 9.89%
$38.4B
$14.7 Million 0.57% of portfolio
79,392
Q3 2024 Reduced 6.49%
$159B
$14.1 Million 0.55% of portfolio
51,934
Q3 2024 Reduced 28.74%
$292B
$14 Million 0.54% of portfolio
95,332
Q3 2024 Reduced 12.13%
$86.5B
$13.9 Million 0.54% of portfolio
62,805
Q3 2024 Added 12.17%
$243B
$14 Million 0.54% of portfolio
39,532
Q3 2024 Reduced 23.65%
$445B
$12.7 Million 0.49% of portfolio
14,307
Q3 2024 Reduced 12.53%
$1.55T
$11.7 Million 0.46% of portfolio
20,526
Q3 2024 Reduced 7.42%
$77.5B
$11.9 Million 0.46% of portfolio
34,470
Q3 2024 Reduced 4.47%
$7.35B
$11.4 Million 0.44% of portfolio
226,300
Q3 2024 Reduced 8.62%
$156B
$10.5 Million 0.41% of portfolio
37,687
Q3 2024 Reduced 11.81%
$140B
$8.76 Million 0.34% of portfolio
103,620
Q3 2024 Reduced 7.62%
$446B
$8.87 Million 0.34% of portfolio
75,660
Q3 2024 Reduced 7.04%
$177B
$8.56 Million 0.33% of portfolio
44,013
Q3 2024 Reduced 11.22%
$397B
$8.22 Million 0.32% of portfolio
50,725
Q3 2024 Reduced 0.42%
$1.22T
$7.53 Million 0.29% of portfolio
45,392
Q3 2024 Reduced 4.07%
$109B
$7.39 Million 0.29% of portfolio
58,500
Q3 2024 Added 50.52%
$251B
$6.59 Million 0.26% of portfolio
123,899
Q3 2024 Reduced 38.65%
$206B
$6.42 Million 0.25% of portfolio
7,177
Q3 2024 Added 13.33%
$3.08B
$6.3 Million 0.24% of portfolio
475,147
Q2 2024 Added 0.19%
$147B
$5.87 Million 0.23% of portfolio
202,937
Q3 2024 Added 16.17%
$204B
$5.82 Million 0.23% of portfolio
11,248
Q3 2024 Added 5.71%
$20.5B
$5.58 Million 0.22% of portfolio
27,110
Q3 2024 Added 332.1%
$79.6B
$5.25 Million 0.2% of portfolio
67,734
Q3 2024 Added 35.0%
$31.2B
$5.11 Million 0.2% of portfolio
67,768
Q3 2024 New
$208B
$5.08 Million 0.2% of portfolio
52,860
Q3 2024 Reduced 23.84%
$169B
$4.83 Million 0.19% of portfolio
7,776
Q3 2024 Added 3.08%
$565B
$4.76 Million 0.18% of portfolio
17,320
Q3 2024 Reduced 6.22%
$418B
$4.58 Million 0.18% of portfolio
11,304
Q3 2024 Added 2.21%
$31.5B
$4.43 Million 0.17% of portfolio
27,867
Q3 2024 Added 32.72%
$33.7B
$4.45 Million 0.17% of portfolio
70,175
Q3 2024 Reduced 7.78%
$169B
$4.22 Million 0.16% of portfolio
8,170
Q3 2024 Added 12.78%

Summary

  • Portfolio
  • No. of Stocks 608
  • Current Value $2.58 Billion
  • Prior Value $2.56 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 168 stocks
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