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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$439 Million 16.95% of portfolio
1,042,557
Q4 2024 Reduced 0.52%
$1.14T
$103 Million 3.98% of portfolio
541,433
Q4 2024 Reduced 3.31%
$3.95T
$82.2 Million 3.17% of portfolio
328,092
Q4 2024 Reduced 0.41%
$2.27T
$80.9 Million 3.12% of portfolio
368,933
Q4 2024 Reduced 0.72%
$627B
$59.9 Million 2.31% of portfolio
132,214
Q4 2024 Reduced 1.77%
$85.1B
$40.2 Million 1.55% of portfolio
319,161
Q4 2024 Reduced 0.35%
$783B
$30.6 Million 1.18% of portfolio
127,447
Q4 2024 Reduced 3.34%
$349B
$28.2 Million 1.09% of portfolio
209,749
Q4 2024 Added 13.0%
$537B
$24.9 Million 0.96% of portfolio
47,355
Q4 2024 Reduced 1.22%
$195B
$24.1 Million 0.93% of portfolio
156,770
Q4 2024 Added 41.23%
$184B
$22.2 Million 0.86% of portfolio
183,789
Q4 2024 Reduced 0.2%
$41.3B
$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%
$54.8B
$18 Million 0.7% of portfolio
505,727
Q4 2024 Reduced 4.7%
$235B
$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%
$470B
$14.9 Million 0.58% of portfolio
29,492
Q4 2024 Reduced 4.75%
$89.3B
$13.9 Million 0.54% of portfolio
59,950
Q4 2024 Reduced 4.55%
$458B
$13.6 Million 0.53% of portfolio
14,880
Q4 2024 Added 4.01%
$242B
$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%
$1.56T
$12.9 Million 0.5% of portfolio
21,934
Q4 2024 Added 6.86%
$231B
$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%
$1.1T
$8.58 Million 0.33% of portfolio
45,350
Q4 2024 Reduced 0.09%
$196B
$8.38 Million 0.32% of portfolio
7,905
Q4 2024 Added 10.14%
$151B
$7.74 Million 0.3% of portfolio
33,712
Q4 2024 Reduced 10.55%
$177B
$7.83 Million 0.3% of portfolio
40,254
Q4 2024 Reduced 8.54%
$7.48B
$7.44 Million 0.29% of portfolio
192,349
Q4 2024 Reduced 15.0%
$90.1B
$7.18 Million 0.28% of portfolio
76,041
Q4 2024 Added 12.26%
$202B
$7.31 Million 0.28% of portfolio
65,693
Q4 2024 Added 24.28%
$81.3B
$7.34 Million 0.28% of portfolio
20,429
Q4 2024 Reduced 40.73%
$138B
$6.94 Million 0.27% of portfolio
96,767
Q4 2024 Reduced 6.61%
$467B
$7.05 Million 0.27% of portfolio
65,543
Q4 2024 Reduced 13.37%
$112B
$6.65 Million 0.26% of portfolio
62,950
Q4 2024 Added 7.61%
$417B
$6.8 Million 0.26% of portfolio
47,050
Q4 2024 Reduced 7.24%
$31.9B
$6.52 Million 0.25% of portfolio
91,016
Q4 2024 Added 34.31%
$266B
$6.3 Million 0.24% of portfolio
106,442
Q4 2024 Reduced 14.09%
$3.39B
$6.06 Million 0.23% of portfolio
475,147
Q2 2024 Added 0.19%
$44.7B
$6.07 Million 0.23% of portfolio
15,881
Q4 2024 Added 11.83%
$211B
$5.54 Million 0.21% of portfolio
12,448
Q4 2024 Added 10.67%
$573B
$5.48 Million 0.21% of portfolio
17,338
Q4 2024 Added 0.1%
$20.9B
$5.55 Million 0.21% of portfolio
30,356
Q4 2024 Added 11.97%
$12.9B
$5.12 Million 0.2% of portfolio
24,972
Q4 2024 Added 12.11%
$18.8B
$5.27 Million 0.2% of portfolio
12,118
Q4 2024 Added 51.53%
$311B
$5.1 Million 0.2% of portfolio
35,240
Q4 2024 Reduced 63.03%
$163B
$5.27 Million 0.2% of portfolio
8,385
Q4 2024 Added 7.83%
$33.1B
$5.09 Million 0.2% of portfolio
31,694
Q4 2024 Added 13.73%
$145B
$5.01 Million 0.19% of portfolio
189,024
Q4 2024 Reduced 6.86%

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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