First Foundation Advisors has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.44 Billion distributed in 788 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $449M, Ishares Core S&P 500 ETF with a value of $113M, Alphabet Inc. with a value of $93.2M, Vaneck Morningstar Wide Moat E with a value of $91.6M, and J P Morgan Exchange Traded Fd with a value of $69.6M.
Examining the 13F form we can see an increase of $299M in the current position value, from $2.14B to 2.44B.
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.