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CIK: 0001086763
Total reported value
$2.8B
$2.8B
355 檔
31.4%
In Q3 2024, First Foundation Advisors's U.S. equity holdings reached a combined market value of $2.8B, distributed across 355 disclosed stock positions.
During Q3 2024, First Foundation Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 355 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 16.99% | -1.58% | -1.35% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.30% | +0.30% | +1.97% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.88% | -0.67% | -1.22% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.53% | +0.31% | -7.69% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.24% | -0.42% | +2.48% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.89% | -0.64% | -2.80% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.72% | +0.12% | +7.07% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | -0.02% | -3.96% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.33% | -0.15% | -5.53% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.12% | -0.04% | +0.54% | |
| 11 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.65% | +0.08% | +2.61% | |
| 12 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.64% | -0.05% | -7.68% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.56% | +0.14% | +7.80% | |
| 14 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.52% | -0.11% | -0.02% | |
| 15 | PWZ | Invesco California Amt-free | ETF-Other | 1.42% | -0.03% | -3.46% | |
| 16 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.35% | +0.13% | -0.07% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.28% | +0.11% | +14.00% | |
| 18 | CMF | Ishares California Muni Bond | ETF-Other | 1.19% | -0.16% | -2.97% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.14% | +2.31% | +0.79% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | +0.34% | +0.08% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | -0.08% | +9.74% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.03% | -4.83% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.94% | -0.02% | -14.04% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.06% | -7.82% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.88% | +0.35% | +4.38% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | -0.03% | +2.85% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | -0.03% | -4.47% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | -0.03% | -12.12% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.74% | +0.41% | -4.84% | |
| 30 | SU | Suncor Energy Inc | Stock-Energy | 0.74% | -0.15% | -6.99% | |
| 31 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.73% | -0.04% | +4.67% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.71% | — | +0.32% | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.69% | -0.09% | -6.94% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.03% | -12.02% | |
| 35 | COR | Cencora Inc | Stock-Healthcare | 0.67% | -0.12% | -6.49% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.67% | +0.15% | -6.74% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.65% | -0.08% | +8.36% | |
| 38 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.62% | -0.01% | -13.63% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.60% | — | -9.89% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | -0.25% | -0.69% | |
| 41 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.57% | +0.03% | +20.30% | |
| 42 | GAL | Ss Global Allocation ETF | ETF-Other | 0.56% | -0.02% | +12.26% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | +0.01% | +1.22% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.53% | -0.08% | -28.74% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.08% | -12.13% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.07% | -23.65% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.01% | +1.56% | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.52% | -0.11% | +12.17% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.04% | -2.75% | |
| 50 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.49% | +0.09% | -14.50% |
According to official SEC Form 13F filings, First Foundation Advisors reported a total U.S. public equity portfolio value of $2.8B across 355 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, IVV, MOAT) accounted for 31.4% of total reported equity market value during Q3 2024.
During Q3 2024, First Foundation Advisors's top holdings by market value included MSFT (17.0%)、IVV (5.3%)、MOAT (3.9%). The largest single position, MSFT, represented 17.0% of total portfolio value.
In Q3 2024, First Foundation Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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