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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.46B
$11.4 Million 0.44% of portfolio
226,300
Q3 2024 Reduced 8.62%
$3.08B
$6.3 Million 0.24% of portfolio
475,147
Q2 2024 Added 0.19%
$4.24B
$2.4 Million 0.09% of portfolio
63,682
Q3 2024 Reduced 8.81%
$3.9B
$2.12 Million 0.08% of portfolio
60,650
Q3 2024 Added 3.76%
$4.22B
$888,000 0.03% of portfolio
84,161
Q3 2024 Added 15.57%
$5.5B
$510,000 0.02% of portfolio
48,827
Q3 2024 Added 3.46%
$3.13B
$547,000 0.02% of portfolio
3,250
Q3 2024 Added 900.0%
$4.72B
$258,000 0.01% of portfolio
1,098
Q1 2024 New
$5.68B
$170,000 0.01% of portfolio
10,658
Q4 2023 Reduced 7.38%
$2.23B
$301,000 0.01% of portfolio
5,870
Q3 2024 Reduced 33.07%
$3.33B
$380,000 0.01% of portfolio
2,455
Q3 2024 Reduced 0.65%
$6.06B
$226,000 0.01% of portfolio
1,050
Q1 2024 New
$2.69B
$224,000 0.01% of portfolio
11,410
Q3 2024 New
$5.02B
$105,000 0.0% of portfolio
21,000
N/A

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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