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
$3.09T
$439 Million 16.95% of portfolio
1,042,557
Q4 2024 Reduced 0.52%
$0
$157 Million 6.05% of portfolio
266,300
Q4 2024 Added 9.1%
$1.14T
$103 Million 3.98% of portfolio
541,433
Q4 2024 Reduced 3.31%
$0
$94.5 Million 3.64% of portfolio
1,100,938
Q4 2024 Added 3.72%
$0
$91.8 Million 3.54% of portfolio
1,596,402
Q4 2024 Added 10.5%
$3.94T
$82.2 Million 3.17% of portfolio
328,092
Q4 2024 Reduced 0.41%
$2.31T
$80.9 Million 3.12% of portfolio
368,933
Q4 2024 Reduced 0.72%
$0
$67.3 Million 2.6% of portfolio
958,276
Q4 2024 Added 3.44%
$0
$62.2 Million 2.4% of portfolio
540,328
Q4 2024 Added 8.3%
$628B
$59.9 Million 2.31% of portfolio
132,214
Q4 2024 Reduced 1.77%
$0
$46 Million 1.77% of portfolio
1,105,902
Q4 2024 Added 4.94%
$0
$44 Million 1.7% of portfolio
497,899
Q4 2024 Added 6.11%
$83.9B
$40.2 Million 1.55% of portfolio
319,161
Q4 2024 Reduced 0.35%
$0
$36.7 Million 1.41% of portfolio
530,363
Q4 2024 Added 2.29%
$0
$35.3 Million 1.36% of portfolio
330,047
Q4 2024 Added 9.79%
$0
$34.4 Million 1.32% of portfolio
1,090,202
Q4 2024 Reduced 2.48%
$0
$32.2 Million 1.24% of portfolio
561,740
Q4 2024 Added 3.07%
$819B
$30.6 Million 1.18% of portfolio
127,447
Q4 2024 Reduced 3.34%
$0
$29.7 Million 1.15% of portfolio
306,457
Q4 2024 Added 10.64%
$0
$28.2 Million 1.09% of portfolio
525,143
Q4 2024 Added 1.14%
$347B
$28.2 Million 1.09% of portfolio
209,749
Q4 2024 Added 13.0%
$0
$27.6 Million 1.07% of portfolio
68,844
Q4 2024 Added 14.51%
$0
$25.4 Million 0.98% of portfolio
115,011
Q4 2024 Added 8.76%
$542B
$24.9 Million 0.96% of portfolio
47,355
Q4 2024 Reduced 1.22%
$197B
$24.1 Million 0.93% of portfolio
156,770
Q4 2024 Added 41.23%
$185B
$22.2 Million 0.86% of portfolio
183,789
Q4 2024 Reduced 0.2%
$0
$20 Million 0.77% of portfolio
467,123
Q4 2024 Added 7.71%
$0
$19.2 Million 0.74% of portfolio
207,174
Q4 2024 Added 18.03%
$41.5B
$18.8 Million 0.72% of portfolio
270,022
Q4 2024 Reduced 0.86%
$149B
$18.1 Million 0.7% of portfolio
244,370
Q4 2024 Reduced 13.6%
$54.4B
$18 Million 0.7% of portfolio
505,727
Q4 2024 Reduced 4.7%
$232B
$16.8 Million 0.65% of portfolio
139,656
Q4 2024 Reduced 32.17%
$161B
$17 Million 0.65% of portfolio
281,085
Q4 2024 Reduced 4.68%
$47B
$16.9 Million 0.65% of portfolio
341,891
Q4 2024 Added 8.08%
$150B
$16 Million 0.62% of portfolio
98,650
Q4 2024 Added 1.66%
$478B
$14.9 Million 0.58% of portfolio
29,492
Q4 2024 Reduced 4.75%
$90.1B
$13.9 Million 0.54% of portfolio
59,950
Q4 2024 Reduced 4.55%
$0
$13.9 Million 0.54% of portfolio
314,502
Q4 2024 Reduced 4.48%
$0
$13.8 Million 0.53% of portfolio
23,520
Q4 2024 Reduced 0.75%
$470B
$13.6 Million 0.53% of portfolio
14,880
Q4 2024 Added 4.01%
$0
$13.7 Million 0.53% of portfolio
78,365
Q4 2024 Added 1.3%
$246B
$13.5 Million 0.52% of portfolio
38,336
Q4 2024 Reduced 3.03%
$38.4B
$13.5 Million 0.52% of portfolio
72,733
Q4 2024 Reduced 8.39%
$0
$13.2 Million 0.51% of portfolio
445,777
Q4 2024 Reduced 3.2%
$0
$13.1 Million 0.51% of portfolio
315,048
Q4 2024 Added 277.97%
$1.56T
$12.9 Million 0.5% of portfolio
21,934
Q4 2024 Added 6.86%
$0
$12.7 Million 0.49% of portfolio
98,394
Q4 2024 Reduced 15.98%
$229B
$12.5 Million 0.48% of portfolio
190,171
Q4 2024 Reduced 6.97%
$153B
$12 Million 0.46% of portfolio
48,767
Q4 2024 Reduced 6.1%

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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