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.
Stock Holdings Table Market Cap. of Under $50 Millions
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