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
$198B
$4.74 Million 0.18% of portfolio
955
Q4 2024 Added 14.23%
$31.7B
$4.75 Million 0.18% of portfolio
22,608
Q4 2024 Added 13.49%
$174B
$4.59 Million 0.18% of portfolio
9,215
Q4 2024 Added 12.79%
$394B
$4.34 Million 0.17% of portfolio
11,164
Q4 2024 Reduced 1.24%
$46.2B
$4.5 Million 0.17% of portfolio
7,493
Q4 2024 Added 12.83%
$114B
$4.13 Million 0.16% of portfolio
2,431
Q4 2024 Added 18.24%
$431B
$4.09 Million 0.16% of portfolio
6
Q2 2023 Reduced 40.0%
$31.8M
$3.96 Million 0.15% of portfolio
826,790
Q3 2024 Added 0.01%
$13.5B
$3.8 Million 0.15% of portfolio
66,219
Q4 2024 Added 16.44%
$88.6B
$3.67 Million 0.14% of portfolio
15,818
Q4 2024 Reduced 2.81%
$35.3B
$3.61 Million 0.14% of portfolio
67,537
Q4 2024 Reduced 3.76%
$293B
$3.28 Million 0.13% of portfolio
4,731
Q4 2024 Added 7.65%
$75.1B
$3.47 Million 0.13% of portfolio
21,301
Q4 2024 Added 10.7%
$45.3B
$2.98 Million 0.12% of portfolio
40,301
Q4 2024 Reduced 1.53%
$37.7B
$3.13 Million 0.12% of portfolio
7,566
Q4 2024 Added 10.29%
$15.1B
$2.69 Million 0.1% of portfolio
84,556
Q4 2024 Added 1.68%
$1.07T
$2.23 Million 0.09% of portfolio
5,517
Q4 2024 Added 3.59%
$4.11B
$2.23 Million 0.09% of portfolio
59,615
Q4 2024 Reduced 6.39%
$788M
$2.1 Million 0.08% of portfolio
308,201
Q4 2024 Reduced 14.22%
$452B
$2.03 Million 0.08% of portfolio
12,181
Q4 2024 Reduced 0.2%
$0
$1.99 Million 0.08% of portfolio
236,087
Q2 2024 Added 13.41%
$830B
$2.04 Million 0.08% of portfolio
2,646
Q4 2024 Added 1.07%
$138B
$2.15 Million 0.08% of portfolio
23,303
Q4 2024 Reduced 1.27%
$4.33B
$1.74 Million 0.07% of portfolio
78,374
Q4 2024 Reduced 6.88%
$257B
$1.88 Million 0.07% of portfolio
20,830
Q4 2024 Reduced 2.95%
$20.3B
$1.74 Million 0.07% of portfolio
11,352
Q4 2024 Added 32.74%
$84.9B
$1.66 Million 0.06% of portfolio
45,620
Q4 2024 Added 19.54%
$211B
$1.65 Million 0.06% of portfolio
10,832
Q4 2024 Reduced 2.7%
$403B
$1.61 Million 0.06% of portfolio
9,610
Q4 2024 Reduced 4.9%
$141B
$1.44 Million 0.06% of portfolio
11,935
Q4 2024 Reduced 10.04%
$130B
$1.63 Million 0.06% of portfolio
17,887
Q4 2024 Added 0.85%
$357B
$1.58 Million 0.06% of portfolio
8,912
Q4 2024 Added 0.15%
$40.9B
$1.4 Million 0.05% of portfolio
18,345
Q4 2024 Reduced 2.32%
$165M
$1.39 Million 0.05% of portfolio
130,460
Q4 2024 Reduced 22.44%
$227B
$1.27 Million 0.05% of portfolio
12,801
Q4 2024 Reduced 5.49%
$98.7B
$1.24 Million 0.05% of portfolio
23,732
Q4 2024 Reduced 12.25%
$15.6B
$1.2 Million 0.05% of portfolio
12,291
Q4 2024 Reduced 5.79%
$0
$1.22 Million 0.05% of portfolio
62,696
Q4 2024 Reduced 0.25%
$116B
$1.26 Million 0.05% of portfolio
2,588
Q4 2024 Reduced 0.8%
$38.5B
$916,000 0.04% of portfolio
15,150
Q4 2024 Reduced 1.94%
$16.6B
$957,000 0.04% of portfolio
3,291
Q4 2024 Reduced 0.3%
$68.9B
$978,000 0.04% of portfolio
2,086
Q4 2024 Reduced 2.75%
$221B
$988,000 0.04% of portfolio
3,331
Q4 2024 Reduced 0.3%
$3.48B
$908,000 0.04% of portfolio
24,500
Q4 2024 Reduced 59.6%
$2.8B
$978,000 0.04% of portfolio
3,377
Q4 2024 Added 3.91%
$181B
$1.11 Million 0.04% of portfolio
9,562
Q4 2024 Reduced 0.64%
$106B
$987,000 0.04% of portfolio
5,580
Q4 2024 Added 5.86%
$224B
$1.09 Million 0.04% of portfolio
3,760
Q4 2024 Reduced 3.61%
$142B
$1.05 Million 0.04% of portfolio
4,670
Q4 2024 Reduced 8.36%

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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