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
$96.1B
$4.22 Million 0.16% of portfolio
2,056
Q3 2024 New
$418B
$4.14 Million 0.16% of portfolio
6
Q2 2023 Reduced 40.0%
$32.8B
$4.18 Million 0.16% of portfolio
19,920
Q3 2024 Added 22.73%
$50.2B
$3.85 Million 0.15% of portfolio
14,201
Q3 2024 Added 41.91%
$80.5B
$3.76 Million 0.15% of portfolio
19,242
Q3 2024 Added 21.08%
$46.6B
$3.87 Million 0.15% of portfolio
6,641
Q3 2024 Added 18.27%
$12.5B
$3.71 Million 0.14% of portfolio
22,274
Q3 2024 Added 110.51%
$186B
$3.52 Million 0.14% of portfolio
836
Q3 2024 Added 761.86%
$290B
$3.66 Million 0.14% of portfolio
4,395
Q3 2024 Added 21.01%
$40.1M
$3.46 Million 0.13% of portfolio
826,790
Q3 2024 Added 0.01%
$71.5B
$3.27 Million 0.13% of portfolio
3,109
Q1 2024 Added 1.63%
$34.3B
$3.36 Million 0.13% of portfolio
8,767
Q3 2024 Added 24,252.78%
$39B
$3.46 Million 0.13% of portfolio
6,860
Q3 2024 Added 33.0%
$13.8B
$2.98 Million 0.12% of portfolio
56,870
Q3 2024 New
$20.9B
$3.11 Million 0.12% of portfolio
7,997
Q3 2024 Added 4,836.42%
$153B
$2.93 Million 0.11% of portfolio
3,083
Q3 2024 Reduced 7.17%
$15B
$2.91 Million 0.11% of portfolio
83,156
Q3 2024 Added 57.79%
$761M
$2.74 Million 0.11% of portfolio
359,289
Q3 2024 Reduced 4.67%
$44.1B
$2.7 Million 0.1% of portfolio
40,927
Q3 2024 Added 336.32%
$4.24B
$2.4 Million 0.09% of portfolio
63,682
Q3 2024 Reduced 8.81%
$770B
$2.32 Million 0.09% of portfolio
2,618
Q3 2024 Reduced 6.0%
$455B
$2.08 Million 0.08% of portfolio
12,206
Q3 2024 Reduced 1.69%
$0
$2.15 Million 0.08% of portfolio
236,087
Q2 2024 Added 13.41%
$3.9B
$2.12 Million 0.08% of portfolio
60,650
Q3 2024 Added 3.76%
$123B
$1.98 Million 0.08% of portfolio
23,603
Q3 2024 Added 1.73%
$270B
$1.73 Million 0.07% of portfolio
21,464
Q3 2024 Added 0.81%
$124B
$1.73 Million 0.07% of portfolio
17,736
Q3 2024 Reduced 26.23%
$10.6B
$1.77 Million 0.07% of portfolio
37,872
Q3 2024 Reduced 0.05%
$400B
$1.75 Million 0.07% of portfolio
10,105
Q3 2024 Reduced 3.66%
$336B
$1.76 Million 0.07% of portfolio
8,899
Q3 2024 Reduced 8.35%
$165M
$1.92 Million 0.07% of portfolio
168,207
Q3 2024 Reduced 19.63%
$207B
$1.89 Million 0.07% of portfolio
11,133
Q3 2024 Reduced 1.47%
$10.9B
$1.54 Million 0.06% of portfolio
1,892
Q3 2024 Reduced 6.98%
$15.4B
$1.55 Million 0.06% of portfolio
13,047
Q3 2024 Added 9.7%
$119B
$1.53 Million 0.06% of portfolio
2,609
Q3 2024 Added 0.73%
$253B
$1.54 Million 0.06% of portfolio
13,544
Q3 2024 Reduced 8.33%
$20.5B
$1.66 Million 0.06% of portfolio
8,552
Q3 2024 New
$144B
$1.56 Million 0.06% of portfolio
13,267
Q3 2024 Reduced 73.18%
$38.1B
$1.67 Million 0.06% of portfolio
18,781
Q3 2024 Reduced 0.23%
$0
$1.22 Million 0.05% of portfolio
62,851
Q3 2024 Added 1.08%
$213B
$1.19 Million 0.05% of portfolio
3,901
Q3 2024 Reduced 50.31%
$1.21T
$1.39 Million 0.05% of portfolio
5,326
Q3 2024 Added 0.13%
$89.1B
$1.4 Million 0.05% of portfolio
38,164
Q3 2024 Reduced 12.88%
$191B
$1.17 Million 0.05% of portfolio
9,624
Q3 2024 Added 2.74%
$191B
$1.17 Million 0.05% of portfolio
2,984
Q3 2024 Reduced 3.74%
$94.7B
$1.38 Million 0.05% of portfolio
27,044
Q3 2024 Reduced 1.73%
$225B
$1.22 Million 0.05% of portfolio
10,706
Q3 2024 Reduced 3.9%
$26.3B
$1.3 Million 0.05% of portfolio
23,799
Q3 2024 Reduced 1.08%
$150B
$1.05 Million 0.04% of portfolio
5,096
Q3 2024 Reduced 4.91%

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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