First Foundation Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.58 Billion distributed in 608 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $451M, Ishares Core S&P 500 ETF with a value of $141M, Alphabet Inc. with a value of $93.6M, Vaneck Morningstar Wide Moat E with a value of $91.1M, and J P Morgan Exchange Traded Fd with a value of $86M.
Examining the 13F form we can see an increase of $24.8M in the current position value, from $2.56B to 2.58B.
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
$2.58 Billion
ETFs: $1.07 Billion
Technology: $737 Million
Financial Services: $202 Million
Communication Services: $121 Million
Consumer Cyclical: $116 Million
Healthcare: $109 Million
Industrials: $65.9 Million
Consumer Defensive: $48.2 Million
Other: $105 Million
Stock Holdings Table Market Cap. of $200 Billions or more
