First Foundation Advisors Portfolio Holdings
First Foundation Advisors
- $2.59 Billion
- Q4 2024
First Foundation Advisors has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.59 Billion distributed in 580 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $439M, Ishares Core S&P 500 ETF with a value of $157M, Alphabet Inc. with a value of $103M, Vaneck Morningstar Wide Moat E with a value of $94.5M, and J P Morgan Exchange Traded Fd with a value of $91.8M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $2.58B to 2.59B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 580
- Current Value $2.59 Billion
- Prior Value $2.58 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks