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 Market Cap. of $200 Billions or more
