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.

Portfolio value $2.4 Billion
ETFs: $1.09 Billion
Technology: $632 Million
Financial Services: $194 Million
Consumer Cyclical: $110 Million
Communication Services: $108 Million
Healthcare: $89.5 Million
Industrials: $55.2 Million
Consumer Defensive: $44.5 Million
Other: $71.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$131B
$288,000 0.01% of portfolio
944
Q1 2025 Reduced 26.19%
$38.3B
$326,000 0.01% of portfolio
4,352
Q4 2024 Reduced 6.61%
$24.5B
$289,000 0.01% of portfolio
3,739
Q1 2025 Reduced 0.64%
$0
$223,000 0.01% of portfolio
4,500
Q1 2024 New
$0
$303,000 0.01% of portfolio
5,965
Q1 2025 Reduced 4.86%
$0
$331,000 0.01% of portfolio
3,233
Q4 2023 Reduced 21.59%
$33.3B
$359,000 0.01% of portfolio
3,299
Q1 2025 Reduced 6.83%
$0
$202,000 0.01% of portfolio
761
Q1 2025 Added 4.97%
$90.7B
$230,000 0.01% of portfolio
10,164
Q1 2025 Reduced 8.96%
$98B
$250,000 0.01% of portfolio
1,451
Q1 2025 Reduced 13.53%
$187B
$244,000 0.01% of portfolio
494
Q1 2025 Reduced 19.02%
$0
$247,000 0.01% of portfolio
7,072
Q1 2025 New
$0
$268,000 0.01% of portfolio
5,339
Q1 2025 Reduced 16.83%
$0
$224,000 0.01% of portfolio
9,254
Q1 2024 Reduced 2.47%
$0
$332,000 0.01% of portfolio
4,215
Q4 2022 Reduced 5.28%
$0
$267,000 0.01% of portfolio
1,657
Q1 2025 Reduced 1.19%
$79.5B
$127,000 0.01% of portfolio
1,021
Q1 2025 Reduced 0.39%
$0
$349,000 0.01% of portfolio
6,726
Q1 2025 Added 0.19%
$0
$247,000 0.01% of portfolio
1,330
Q1 2024 Reduced 4.93%
$0
$224,000 0.01% of portfolio
1,400
Q1 2024 Reduced 6.23%
$210B
$257,000 0.01% of portfolio
471
Q1 2025 Reduced 17.51%
$0
$218,000 0.01% of portfolio
4,834
Q1 2025 Reduced 3.97%
$0
$289,000 0.01% of portfolio
3,257
Q1 2025 Added 0.03%
$0
$327,000 0.01% of portfolio
67,390
Q1 2025 Reduced 8.46%
$0
$332,000 0.01% of portfolio
7,022
Q2 2024 Reduced 1.74%
$39.7B
$224,000 0.01% of portfolio
2,175
Q1 2025 Reduced 10.6%
$0
$205,000 0.01% of portfolio
3,444
Q1 2024 New
$0
$146,000 0.01% of portfolio
19,405
Q1 2025 Added 1.25%
$72.5B
$274,000 0.01% of portfolio
1,561
Q1 2025 Reduced 14.28%
$151B
$284,000 0.01% of portfolio
4,008
Q4 2024 Added 0.02%
$54.7B
$276,000 0.01% of portfolio
1,619
Q1 2025 New
$0
$301,000 0.01% of portfolio
23,934
Q4 2024 Reduced 4.99%
$11.9B
$338,000 0.01% of portfolio
14,803
Q1 2025 New
$0
$149,000 0.01% of portfolio
13,361
Q1 2025 Reduced 9.45%
$0
$212,000 0.01% of portfolio
6,430
Q3 2024 Reduced 52.21%
$156B
$356,000 0.01% of portfolio
759
Q1 2025 Reduced 35.02%
$51.4B
$295,000 0.01% of portfolio
4,697
Q1 2025 Reduced 14.55%
$0
$138,000 0.01% of portfolio
11,150
Q1 2025 New
$179B
$258,000 0.01% of portfolio
3,719
Q1 2025 Reduced 18.43%
$5.23B
$162,000 0.01% of portfolio
10,658
Q4 2023 Reduced 7.38%
$0
$138,000 0.01% of portfolio
12,393
Q2 2024 New
$80.5B
$292,000 0.01% of portfolio
4,610
Q1 2025 Reduced 2.64%
$116B
$217,000 0.01% of portfolio
2,073
Q1 2025 Reduced 23.79%
$347M
$238,000 0.01% of portfolio
12,375
Q4 2023 Reduced 22.28%
$18.5B
$201,000 0.01% of portfolio
1,017
Q1 2025 Reduced 20.36%
$0
$234,000 0.01% of portfolio
2,509
Q1 2025 Reduced 3.83%
$23.9B
$352,000 0.01% of portfolio
4,936
Q1 2025 Reduced 1.83%
$61.5B
$286,000 0.01% of portfolio
10,053
Q1 2025 Reduced 13.31%
$0
$247,000 0.01% of portfolio
12,531
Q4 2024 Added 118.04%

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
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