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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149B
$410,000 0.02% of portfolio
1,665
Q3 2024 Reduced 30.28%
$377B
$463,000 0.02% of portfolio
11,682
Q3 2024 Added 0.3%
$0
$550,000 0.02% of portfolio
9,290
Q4 2023 Reduced 1.6%
$80B
$426,000 0.02% of portfolio
1,520
Q3 2024 Added 473.58%
$0
$527,000 0.02% of portfolio
3,523
Q1 2024 Reduced 7.87%
$110B
$534,000 0.02% of portfolio
2,323
Q3 2024 Reduced 86.27%
$200B
$633,000 0.02% of portfolio
2,866
Q3 2024 Added 52.53%
$0
$411,000 0.02% of portfolio
37,452
Q3 2024 Reduced 1.43%
$68.5B
$402,000 0.02% of portfolio
2,004
Q3 2024 Added 0.1%
$198B
$537,000 0.02% of portfolio
2,849
Q3 2024 Reduced 13.93%
$64.8B
$504,000 0.02% of portfolio
7,024
Q2 2024 Added 7.66%
$52.3B
$628,000 0.02% of portfolio
6,899
Q3 2024 Reduced 4.26%
$0
$425,000 0.02% of portfolio
3,551
Q3 2024 Reduced 30.55%
$86.4B
$495,000 0.02% of portfolio
978
Q3 2024 Added 1.66%
$0
$417,000 0.02% of portfolio
29,579
Q3 2024 Reduced 18.2%
$0
$645,000 0.02% of portfolio
12,714
Q3 2024 Reduced 49.16%
$135B
$441,000 0.02% of portfolio
1,057
Q3 2024 Reduced 10.12%
$0
$456,000 0.02% of portfolio
13,388
Q4 2023 Reduced 2.71%
$0
$404,000 0.02% of portfolio
78,923
Q3 2024 Reduced 45.6%
$141B
$590,000 0.02% of portfolio
3,854
Q3 2024 Reduced 21.81%
$0
$448,000 0.02% of portfolio
7,850
Q1 2024 Added 400.0%
$39.9B
$591,000 0.02% of portfolio
6,000
Q3 2024 Reduced 11.03%
$97.5B
$429,000 0.02% of portfolio
4,861
Q3 2024 Reduced 15.94%
$96.9B
$624,000 0.02% of portfolio
1,200
Q3 2024 Reduced 5.81%
$0
$427,000 0.02% of portfolio
8,091
Q3 2024 Reduced 1.95%
$0
$424,000 0.02% of portfolio
3,311
Q3 2024 Reduced 42.86%
$29.6B
$426,000 0.02% of portfolio
5,099
Q3 2024 Added 3.11%
$75.4B
$484,000 0.02% of portfolio
4,135
Q3 2024 Reduced 14.23%
$0
$639,000 0.02% of portfolio
2,832
Q3 2024 Reduced 7.12%
$14.9B
$573,000 0.02% of portfolio
20,171
Q2 2024 Added 22.49%
$5.37B
$510,000 0.02% of portfolio
48,827
Q3 2024 Added 3.46%
$0
$399,000 0.02% of portfolio
6,021
Q2 2023 New
$72.7B
$438,000 0.02% of portfolio
9,598
Q3 2024 Reduced 10.14%
$0
$572,000 0.02% of portfolio
13,880
Q3 2024 Added 6.15%
$38.5B
$644,000 0.02% of portfolio
4,617
Q3 2024 Reduced 16.01%
$342B
$389,000 0.02% of portfolio
1,422
Q3 2024 Added 150.35%
$3.94B
$547,000 0.02% of portfolio
3,250
Q3 2024 Added 900.0%
$59.3B
$490,000 0.02% of portfolio
2,902
Q3 2024 Reduced 46.01%
$41.9B
$501,000 0.02% of portfolio
5,107
Q3 2024 New
$127B
$402,000 0.02% of portfolio
1,454
Q2 2024 Reduced 5.34%
$400B
$416,000 0.02% of portfolio
587
Q3 2024 Reduced 73.61%
$0
$403,000 0.02% of portfolio
7,022
Q2 2024 Reduced 1.74%
$0
$564,000 0.02% of portfolio
6,706
Q3 2024 Added 12.01%
$76.9B
$625,000 0.02% of portfolio
5,720
Q3 2024 Reduced 6.52%
$236B
$397,000 0.02% of portfolio
6,033
Q3 2024 Reduced 12.17%
$88.3B
$548,000 0.02% of portfolio
7,447
Q3 2024 Reduced 6.43%
$146B
$273,000 0.01% of portfolio
757
Q3 2024 Reduced 40.81%
$0
$309,000 0.01% of portfolio
544
Q2 2024 Reduced 22.17%
$127B
$259,000 0.01% of portfolio
3,240
Q3 2024 Added 223.68%

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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