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.

Portfolio value $2.59 Billion
ETFs: $1.12 Billion
Technology: $727 Million
Financial Services: $194 Million
Communication Services: $135 Million
Consumer Cyclical: $133 Million
Healthcare: $94 Million
Industrials: $62.5 Million
Consumer Defensive: $40.4 Million
Other: $82.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.31 Million 0.13% of portfolio
53,954
Q4 2024 Added 19.71%
$0
$3.41 Million 0.13% of portfolio
33,985
Q4 2024 Added 39.79%
$0
$3.09 Million 0.12% of portfolio
137,459
Q4 2024 Reduced 0.53%
$43.8B
$2.98 Million 0.12% of portfolio
40,301
Q4 2024 Reduced 1.53%
$34.6B
$3.13 Million 0.12% of portfolio
7,566
Q4 2024 Added 10.29%
$0
$2.85 Million 0.11% of portfolio
10,775
Q4 2024 Reduced 0.98%
$13.6B
$2.69 Million 0.1% of portfolio
84,556
Q4 2024 Added 1.68%
$68.3B
$2.21 Million 0.09% of portfolio
3,099
Q4 2024 Reduced 0.32%
$832B
$2.23 Million 0.09% of portfolio
5,517
Q4 2024 Added 3.59%
$4.2B
$2.23 Million 0.09% of portfolio
59,615
Q4 2024 Reduced 6.39%
$0
$2.42 Million 0.09% of portfolio
48,030
Q4 2024 Added 277.77%
$0
$2.11 Million 0.08% of portfolio
4,136
Q4 2024 Added 3.82%
$0
$1.98 Million 0.08% of portfolio
20,488
Q4 2024 Reduced 4.69%
$569M
$2.1 Million 0.08% of portfolio
308,201
Q4 2024 Reduced 14.22%
$0
$2.04 Million 0.08% of portfolio
38,962
Q4 2024 Added 2.47%
$380B
$2.03 Million 0.08% of portfolio
12,181
Q4 2024 Reduced 0.2%
$0
$2.18 Million 0.08% of portfolio
30,860
Q2 2024 Reduced 5.53%
$782B
$2.04 Million 0.08% of portfolio
2,646
Q4 2024 Added 1.07%
$140B
$2.15 Million 0.08% of portfolio
23,303
Q4 2024 Reduced 1.27%
$0
$1.72 Million 0.07% of portfolio
16,986
Q4 2024 Added 2.1%
$3.64B
$1.74 Million 0.07% of portfolio
78,374
Q4 2024 Reduced 6.88%
$0
$1.82 Million 0.07% of portfolio
43,619
Q4 2024 Reduced 9.07%
$231B
$1.88 Million 0.07% of portfolio
20,830
Q4 2024 Reduced 2.95%
$19.9B
$1.74 Million 0.07% of portfolio
11,352
Q4 2024 Added 32.74%
$0
$1.94 Million 0.07% of portfolio
18,168
Q4 2024 Reduced 17.55%
$0
$1.79 Million 0.07% of portfolio
35,267
Q4 2024 Reduced 9.55%
$0
$1.73 Million 0.07% of portfolio
46,679
Q4 2024 New
$90.8B
$1.66 Million 0.06% of portfolio
45,620
Q4 2024 Added 19.54%
$0
$1.56 Million 0.06% of portfolio
5,399
Q4 2024 Reduced 14.01%
$206B
$1.65 Million 0.06% of portfolio
10,832
Q4 2024 Reduced 2.7%
$398B
$1.61 Million 0.06% of portfolio
9,610
Q4 2024 Reduced 4.9%
$0
$1.43 Million 0.06% of portfolio
23,730
Q2 2024 Reduced 1.17%
$0
$1.52 Million 0.06% of portfolio
50,036
Q4 2024 Reduced 0.92%
$137B
$1.44 Million 0.06% of portfolio
11,935
Q4 2024 Reduced 10.04%
$112B
$1.63 Million 0.06% of portfolio
17,887
Q4 2024 Added 0.85%
$363B
$1.58 Million 0.06% of portfolio
8,912
Q4 2024 Added 0.15%
$37.1B
$1.4 Million 0.05% of portfolio
18,345
Q4 2024 Reduced 2.32%
$183M
$1.39 Million 0.05% of portfolio
130,460
Q4 2024 Reduced 22.44%
$226B
$1.27 Million 0.05% of portfolio
12,801
Q4 2024 Reduced 5.49%
$104B
$1.24 Million 0.05% of portfolio
23,732
Q4 2024 Reduced 12.25%
$0
$1.32 Million 0.05% of portfolio
4,576
Q4 2024 Added 0.64%
$0
$1.29 Million 0.05% of portfolio
20,630
Q4 2024 Added 1.21%
$15.6B
$1.2 Million 0.05% of portfolio
12,291
Q4 2024 Reduced 5.79%
$0
$1.34 Million 0.05% of portfolio
10,369
Q4 2024 Reduced 1.66%
$0
$1.24 Million 0.05% of portfolio
15,110
Q4 2024 Added 34.12%
$0
$1.22 Million 0.05% of portfolio
62,696
Q4 2024 Reduced 0.25%
$0
$1.27 Million 0.05% of portfolio
26,176
Q4 2024 Reduced 5.57%
$0
$1.28 Million 0.05% of portfolio
10,540
Q4 2024 Added 11.98%
$116B
$1.26 Million 0.05% of portfolio
2,588
Q4 2024 Reduced 0.8%

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
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