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CIK: 0001086763
Total reported value
$2.8B
$2.8B
341 檔
32.1%
According to the latest 13F quarterly dataset, First Foundation Advisors managed an equity portfolio of $2.8B at the end of Q4 2024, spanning 341 distinct U.S. exchange-listed positions.
During Q4 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 341 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 16.53% | -1.58% | -0.52% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.90% | +0.30% | +9.10% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.88% | +0.31% | -3.31% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.84% | -0.67% | +3.72% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.46% | -0.42% | +10.50% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.64% | -0.41% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | -0.02% | -0.71% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.53% | +0.12% | +3.44% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.34% | -0.04% | +8.30% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.25% | -0.15% | -1.77% | |
| 11 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.73% | +0.08% | +4.94% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.66% | +0.14% | +6.11% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.51% | -0.05% | -0.35% | |
| 14 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.38% | +0.13% | +2.29% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.37% | -0.11% | -2.48% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.33% | +0.11% | +9.79% | |
| 17 | PWZ | Invesco California Amt-free | ETF-Other | 1.26% | -0.03% | -10.11% | |
| 18 | CMF | Ishares California Muni Bond | ETF-Other | 1.21% | -0.16% | +3.07% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.03% | -3.34% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.12% | -0.08% | +10.64% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.03% | +13.00% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | -0.03% | +14.51% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.03% | +0.34% | +1.14% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.96% | +0.35% | +8.76% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.06% | -1.22% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | — | +41.23% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +2.31% | -0.20% | |
| 28 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.75% | -0.04% | +7.71% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.72% | -0.08% | +18.03% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.71% | +0.15% | -0.86% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.68% | -0.09% | -13.60% | |
| 32 | SU | Suncor Energy Inc | Stock-Energy | 0.68% | -0.15% | -4.71% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.64% | -0.03% | -4.68% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.25% | +8.08% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | -0.02% | -32.17% | |
| 36 | COR | Cencora Inc | Stock-Healthcare | 0.61% | -0.12% | -8.39% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | +0.41% | +1.66% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.03% | -4.75% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.52% | -0.11% | -4.55% | |
| 40 | GAL | Ss Global Allocation ETF | ETF-Other | 0.52% | -0.02% | -4.48% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.04% | -0.75% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.01% | +1.30% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.11% | +4.00% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.07% | -3.03% | |
| 45 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.50% | +0.03% | -3.20% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.49% | -0.14% | +277.97% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.08% | +6.86% | |
| 48 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.48% | -0.01% | -9.51% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | +0.01% | -15.98% | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.47% | — | -6.97% |
According to official SEC Form 13F filings, First Foundation Advisors reported a total U.S. public equity portfolio value of $2.8B across 341 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, IVV, GOOG) accounted for 32.1% of total reported equity market value during Q4 2024.
During Q4 2024, First Foundation Advisors's top holdings by market value included MSFT (16.5%)、IVV (5.9%)、GOOG (3.9%). The largest single position, MSFT, represented 16.5% of total portfolio value.
In Q4 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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