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
$42.1B
$4.5 Million 0.19% of portfolio
7,954
Q1 2025 Added 6.15%
$6.86B
$4.45 Million 0.19% of portfolio
113,652
Q1 2025 Reduced 40.91%
$34.6B
$4.29 Million 0.18% of portfolio
54,092
Q1 2025 Reduced 40.57%
$280B
$4.43 Million 0.18% of portfolio
6,683
Q1 2025 Added 41.26%
$280B
$4.3 Million 0.18% of portfolio
69,620
Q1 2025 Reduced 34.59%
$11B
$4.05 Million 0.17% of portfolio
71,525
Q1 2025 Added 8.01%
$33.8B
$4.14 Million 0.17% of portfolio
7,137
Q1 2025 New
$70.8B
$3.84 Million 0.16% of portfolio
23,316
Q1 2025 Added 9.46%
$25.8B
$3.85 Million 0.16% of portfolio
10,517
Q1 2025 Reduced 13.21%
$35.7B
$3.89 Million 0.16% of portfolio
67,010
Q1 2025 Reduced 0.78%
$380B
$3.68 Million 0.15% of portfolio
10,041
Q1 2025 Reduced 10.06%
$44.3B
$3.55 Million 0.15% of portfolio
8,453
Q1 2025 Added 11.72%
$47.2B
$2.78 Million 0.12% of portfolio
38,302
Q1 2025 Reduced 4.96%
$138B
$2.59 Million 0.11% of portfolio
23,101
Q1 2025 Reduced 0.87%
$14.8B
$2.07 Million 0.09% of portfolio
69,402
Q1 2025 Reduced 17.92%
$4.08B
$2.07 Million 0.09% of portfolio
56,710
Q1 2025 Reduced 4.87%
$375B
$2.04 Million 0.08% of portfolio
11,951
Q1 2025 Added 24.36%
$0
$2.03 Million 0.08% of portfolio
234,392
Q1 2025 Reduced 0.72%
$168M
$1.97 Million 0.08% of portfolio
157,904
Q1 2025 Added 21.04%
$60.1B
$1.97 Million 0.08% of portfolio
3,103
Q1 2025 Added 0.13%
$117B
$1.86 Million 0.08% of portfolio
44,884
Q1 2025 Reduced 1.61%
$28.3M
$1.98 Million 0.08% of portfolio
683,949
Q1 2025 Reduced 17.28%
$738B
$2.01 Million 0.08% of portfolio
2,438
Q1 2025 Reduced 7.86%
$260B
$1.69 Million 0.07% of portfolio
19,263
Q1 2025 Reduced 7.52%
$111B
$1.77 Million 0.07% of portfolio
18,063
Q1 2025 Added 0.98%
$331B
$1.73 Million 0.07% of portfolio
8,241
Q1 2025 Reduced 7.53%
$122B
$1.47 Million 0.06% of portfolio
16,409
Q1 2025 Added 91.83%
$38.8B
$1.35 Million 0.06% of portfolio
18,099
Q1 2025 Reduced 1.34%
$201B
$1.34 Million 0.06% of portfolio
8,924
Q1 2025 Reduced 17.61%
$146B
$1.43 Million 0.06% of portfolio
11,774
Q1 2025 Reduced 1.35%
$642B
$1.53 Million 0.06% of portfolio
10,909
Q1 2025 Reduced 10.44%
$4.65B
$1.46 Million 0.06% of portfolio
74,514
Q1 2025 Reduced 4.93%
$107B
$1.29 Million 0.05% of portfolio
21,440
Q1 2025 Reduced 9.66%
$219B
$1.18 Million 0.05% of portfolio
8,880
Q1 2025 Reduced 7.13%
$1.05T
$1.28 Million 0.05% of portfolio
4,949
Q1 2025 Reduced 10.3%
$0
$1.1 Million 0.05% of portfolio
56,418
Q1 2025 Reduced 10.01%
$500M
$1.12 Million 0.05% of portfolio
220,656
Q1 2025 Reduced 28.41%
$13.2B
$1.11 Million 0.05% of portfolio
11,957
Q1 2025 Reduced 2.72%
$220B
$1.14 Million 0.05% of portfolio
8,609
Q1 2025 Reduced 16.04%
$0
$910,000 0.04% of portfolio
45,965
Q1 2025 Reduced 2.3%
$86.8B
$879,000 0.04% of portfolio
1,718
Q1 2025 Reduced 17.64%
$195B
$1.06 Million 0.04% of portfolio
37,350
Q1 2025 Added 0.31%
$10.5B
$926,000 0.04% of portfolio
2,814
Q1 2025 Reduced 14.49%
$3.98B
$973,000 0.04% of portfolio
3,377
Q4 2024 Added 3.91%
$207B
$997,000 0.04% of portfolio
11,112
Q1 2025 Reduced 13.19%
$108B
$945,000 0.04% of portfolio
2,117
Q1 2025 Reduced 18.2%
$227B
$894,000 0.04% of portfolio
3,324
Q1 2025 Reduced 0.21%
$159B
$975,000 0.04% of portfolio
4,605
Q1 2025 Reduced 1.39%
$4.09B
$938,000 0.04% of portfolio
24,500
Q4 2024 Reduced 59.6%

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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