First Foundation Advisors

Latest statistics and disclosures from FIRST FOUNDATION ADVISORS's latest quarterly 13F-HR filing:

FIRST FOUNDATION ADVISORS portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
American Realty Capital Prop 6.62 +36.00% 3808779 14.02 0.00
MSFT Microsoft Corporation 5.78 +107.00% 1137792 40.99 43.01
Rexford Industrial Realty Inc reit 3.90 +10.00% 2219056 14.18 0.00
JNJ Johnson & Johnson 3.66 +7.00% 300234 98.23 100.20
NVS Novartis AG 2.96 +9.00% 281292 85.02 87.01
BRK.B Berkshire Hathaway 2.89 +10.00% 186788 124.97 0.00
UPS United Parcel Service 2.85 +5.00% 236115 97.38 96.36
ORCL Oracle Corporation 2.75 +96.00% 541630 40.91 40.20
WFC Wells Fargo & Company 2.72 +79.00% 440718 49.74 50.43
IBM International Business Machines 2.64 +6.00% 110583 192.49 189.62
PM Philip Morris International 2.55 +7.00% 251489 81.87 82.26
BUD Anheuser-Busch InBev NV 2.46 +6.00% 188624 105.30 107.20
QCOM QUALCOMM 2.45 -7.00% 250929 78.86 72.67
RSG Republic Services 2.38 +7.00% 562894 34.16 37.75
DEO Diageo 2.38 +11.00% 154076 124.59 119.18
GSK GlaxoSmithKline 2.27 +7.00% 342077 53.43 47.59
BLK BlackRock 2.18 +5.00% 55999 314.49 307.67
BK Bank of New York Mellon Corporation 2.16 +7.00% 494141 35.29 39.15
BA Boeing Company 2.16 +6.00% 138922 125.49 121.53
DVN Devon Energy Corporation 1.89 +97.00% 227897 66.93 75.26
GS Goldman Sachs 1.81 +7.00% 89058 163.85 171.73
DIS Walt Disney Company 1.79 +8.00% 180455 80.07 85.57
TJX TJX Companies 1.75 +5.00% 233334 60.65 53.02
Mondelez Int 1.74 +8.00% 406946 34.55 0.00
CMCSK Comcast Corporation 1.69 +10.00% 279175 48.77 53.58
UNP Union Pacific Corporation 1.69 +3717.00% 72759 187.66 98.16
SLB Schlumberger 1.68 +4.00% 138649 97.50 107.84
OXY Occidental Petroleum Corporation 1.66 +8.00% 140793 95.29 97.74
MO Altria 1.64 +6.00% 353281 37.43 40.66
Aon 1.64 -43.00% 156804 84.28 0.00
SYY SYSCO Corporation 1.51 NEW 337204 36.13 35.77
BTI British American Tobac 1.45 +12.00% 104862 111.43 116.21
AXP American Express Company 1.43 +4.00% 128063 90.03 87.30
GM General Motors Company 1.37 NEW 321140 34.42 33.69
SPG Simon Property 1.28 NEW 62823 164.00 168.75
PCM PCM Fund 1.16 -2.00% 771099 12.18 11.51
AAPL Apple 0.85 +82.00% 12841 536.72 95.42
GILD Gilead Sciences 0.83 NEW 94774 70.86 92.07
PFN Pimco Income Strategy Fund II 0.68 -15.00% 528504 10.40 10.54
PFE Pfizer 0.49 124048 32.12 28.88
Pimco Dynamic Incm Fund 0.49 +40.00% 131396 30.32 0.00
CVX Chevron Corporation 0.40 -63.00% 27295 118.92 128.47
Spdr Short-term High Yield mf 0.39 +29.00% 100938 30.97 0.00
ROIC Retail Opportunity Investments 0.35 +56.00% 189923 14.94 15.40
XOM Exxon Mobil Corporation 0.33 -60.00% 26927 97.67 98.42
VEA Vanguard Europe Pacific ETF 0.33 +263.00% 63836 41.28 41.38
Enterprise Products Partners 0.30 +9.00% 35225 69.35 0.00
1/100 Berkshire Htwy Cla 100 0.30 NEW 13 187384.62 0.00
SPY SPDR S&P; 500 ETF 0.25 -25.00% 10925 187.00 192.49
STWD Starwood Property Trust 0.24 +3.00% 83400 23.59 23.73
UN Unilever N.V. 0.24 +82.00% 46887 41.12 41.23
O Realty Income 0.22 +11.00% 43775 40.87 42.92
GE General Electric Company 0.18 +42.00% 55886 25.89 25.31
Level 3 Communications 0.17 +65.00% 34287 39.14 0.00
BOFI BofI Holding 0.16 NEW 15000 85.73 74.01
CLNY Colony Financial 0.16 +10.00% 58800 21.96 22.16
ISI iShares S&P; 1500 Index Fund 0.16 +157.00% 15128 85.74 0.00
BBN Blackrock Build America Bond Trust 0.16 +6.00% 63551 20.24 21.31
Ambev Sa- 0.16 NEW 178439 7.41 0.00
BF.B Brown-Forman Corporation 0.15 +78.00% 13224 89.69 0.00
WWE World Wrestling Entertainment 0.14 -35.00% 38531 28.89 12.36
TEVA Teva Pharmaceutical Industries 0.13 -93.00% 19470 52.85 53.72
BRCM Broadcom Corporation 0.12 +4.00% 31130 31.48 38.35
Doubleline Opportunistic Cr 0.12 -40.00% 42450 23.16 0.00
NOV National-Oilwell Var 0.11 11088 77.83 80.81
JPC Nuveen Multi-Strategy Income & Growth Fd 0.11 +44.00% 92260 9.29 9.37
Nuveen Build Amer Bd fd 0.11 +11.00% 43259 19.63 0.00
KO Coca-Cola Company 0.10 +4.00% 21845 38.68 39.45
MCD McDonald's Corporation 0.10 +21.00% 8447 98.02 94.49
T AT&T; 0.10 -44.00% 23429 35.08 35.49
GLD SPDR Gold Trust 0.10 -6.00% 6474 123.57 124.53
TSI TCW Strategic Income Fund 0.10 +10.00% 148484 5.46 5.52
Kayne Anderson Mdstm Energy 0.10 +57.00% 22948 33.95 0.00
HD Home Depot 0.09 +45.00% 8826 79.08 80.48
NUE Nucor Corporation 0.09 14279 50.56 49.93
MRK Merck & Co 0.09 +107.00% 12999 56.77 56.85
PG Procter & Gamble Company 0.09 -56.00% 8954 80.63 80.28
EFA iShares MSCI EAFE Index Fund 0.09 -36.00% 11054 67.22 66.41
MMP Magellan Midstream Partners 0.09 +7.00% 10718 69.79 79.81
VWO Vanguard Emerging Markets ETF 0.09 +2.00% 17684 40.60 43.65
GAM General American Investors 0.09 +177.00% 20568 35.25 36.42
EVV Eaton Vance Limited Duration Income Fund 0.09 +91.00% 45031 15.26 15.20
BMY Bristol Myers Squibb 0.08 +9.00% 12297 51.96 50.82
MMM 3M Company 0.08 -53.00% 4481 135.68 140.47
FFC Flaherty & Crumrine/Claymore Preferred S 0.08 32793 19.24 18.96
BTZ BlackRock Credit All Inc Trust IV 0.08 +11.00% 45835 13.53 13.52
Kraft Foods 0.08 NEW 10964 56.09 0.00
Royce Global Value Tr 0.08 NEW 74170 8.98 0.00
USB U.S. Ban 0.07 +10.00% 13166 42.84 41.47
LLY Eli Lilly & Co. 0.07 +2.00% 9662 58.89 60.67
CSCO Cisco Systems 0.07 +41.00% 25801 22.40 25.01
PSA Public Storage 0.07 +26.00% 3307 168.43 172.89
HAL Halliburton Company 0.07 +12.00% 9672 58.93 68.67
PEP Pepsi 0.07 -96.00% 6710 83.46 88.60
PAA Plains All American Pipeline 0.07 +48.00% 10093 55.09 57.23
SOR Source Capital 0.07 -12.00% 8764 68.69 67.11
Nuveen Build Amer Bd Opptny 0.07 +10.00% 27710 20.50 0.00
Oaktree Cap 0.07 -16.00% 10000 58.20 0.00
Cohen & Steers Ltd Dur Pfd I 0.07 NEW 23255 23.78 0.00
CMP Compass Minerals International 0.06 NEW 5856 82.48 86.08
NRG NRG Energy 0.06 NEW 14631 31.78 30.82
JPM JPMorgan Chase & Co. 0.06 +9.00% 7464 60.69 56.74
INTC Intel Corporation 0.06 +10.00% 18785 25.82 33.84
CL Colgate-Palmolive Company 0.06 7678 64.86 64.39
COP ConocoPhillips 0.06 +9.00% 6360 70.28 81.41
UTX United Technologies Corporation 0.06 -12.00% 4148 116.92 104.69
SBUX Starbucks Corporation 0.06 +39.00% 7071 73.40 77.22
GOOG Google 0.06 +80.00% 448 1113.84 569.00
VTR Ventas 0.06 -10.00% 7525 60.60 63.95
ETE Energy Transfer Equity 0.06 +230.00% 10372 46.76 54.76
SXL Sunoco Logistics Partners 0.06 +41.00% 4999 90.82 44.36
Lance 0.06 -2.00% 15765 28.16 0.00
ESD Western Asset Emerging Mrkts Dbt Fnd 0.06 26153 17.40 18.05
PTY PIMCO Corporate Opportunity Fund 0.06 -9.00% 25637 18.06 18.14
FEZ SPDR EURO STOXX 50 ETF 0.06 NEW 12208 42.68 40.70
TEI Templeton Emerging Markets Income Fund 0.06 +6.00% 35789 14.03 13.43
EOD Wells Fargo Adv Global Dividend Opport 0.06 NEW 58606 7.87 8.33
ERC Wells Fargo Adv Multi-Sector Inco Fund 0.06 +10.00% 32422 14.50 14.58
Oi Sa-adr sp 0.06 NEW 370834 1.33 0.00
D Dominion Resources 0.05 -16.00% 6140 71.01 68.10
ADP Automatic Data Processing 0.05 +33.00% 5461 77.28 81.53
VZ Verizon Communications 0.05 -15.00% 7840 47.58 50.04
EMR Emerson Electric 0.05 -55.00% 5592 66.88 63.52
SWY Safeway 0.05 10263 36.93 34.45
AMGN Amgen 0.05 +34.00% 3277 123.28 126.76
RDS.A Royal Dutch Shell 0.05 -13.00% 5808 73.00 0.00
TOT TOTAL S.A. 0.05 -51.00% 6163 65.55 64.40
ITW Illinois Tool Works 0.05 -56.00% 4623 81.33 82.48
HTZ Hertz Global Holdings 0.05 NEW 13973 26.62 28.24
IJR iShares S&P; SmallCap 600 Index 0.05 3662 110.05 105.79
PFL Pimco Income Strategy Fund 0.05 36427 11.72 11.90
BLW BlackRock Ltd. Duration Income Trust 0.05 +15.00% 24255 17.15 16.92
Facebook Inc cl a 0.05 NEW 6113 60.20 0.00
Ucp Inc-cl A 0.05 NEW 24414 15.07 0.00
Alpine Total Dyn Fd New cefs 0.05 NEW 47901 8.39 0.00
BAC Bank of America Corporation 0.04 +25.00% 19258 17.19 15.28
JWN Nordstrom 0.04 +13.00% 5659 62.38 69.12
DD E.I. du Pont de Nemours & Company 0.04 -3.00% 4385 67.05 64.08
WAG Walgreen Company 0.04 NEW 4623 65.97 69.64
LYV Live Nation Entertainment 0.04 NEW 16095 21.75 21.97
LINE Linn Energy 0.04 NEW 12671 28.33 29.95
FTR Frontier Communications 0.04 +115.00% 53980 5.71 6.49
KMP Kinder Morgan Energy Partners 0.04 +53.00% 4182 73.89 81.14
OKE ONEOK 0.04 NEW 5241 59.34 63.92
JQC Nuveen Multi-Strategy Inc & Growth Fd 2 0.04 +113.00% 29917 9.53 9.06
Alerian Mlp Etf 0.04 NEW 18000 17.67 0.00
Citi 0.04 -4.00% 6879 47.54 0.00
Stratasys 0.04 NEW 3000 106.00 0.00
BP BP 0.03 -20.00% 4396 48.00 48.97
EEM iShares MSCI Emerging Markets Indx 0.03 -9.00% 6197 40.99 43.96
RLI RLI 0.03 +100.00% 4700 44.26 43.00
CAT Caterpillar 0.03 -24.00% 2074 99.32 100.59
COST Costco Wholesale Corporation 0.03 NEW 2275 111.65 117.84
ECL Ecolab 0.03 2391 107.90 108.00
WMT Wal-Mart Stores 0.03 -9.00% 3438 76.50 73.47
SE Spectra Energy 0.03 NEW 5565 37.02 40.88
TRV Travelers Companies 0.03 -8.00% 2489 85.17 89.44
MDT Medtronic 0.03 +13.00% 4417 61.58 61.60
LMT Lockheed Martin Corporation 0.03 NEW 1683 163.40 168.04
AGN Allergan 0.03 NEW 1898 124.34 167.35
HON Honeywell International 0.03 NEW 2583 92.92 92.02
BPL Buckeye Partners 0.03 NEW 3000 75.00 79.70
PCAR PACCAR 0.03 NEW 4030 67.49 61.47
TIBX Tibco Software 0.03 NEW 10600 20.28 19.20
WES Western Gas Partners 0.03 NEW 4039 66.11 73.57
XLK Technology SPDR 0.03 NEW 5554 36.37 38.67
IJK iShares S&P; MidCap 400 Growth 0.03 -15.00% 1826 152.79 150.10
SLV iShares Silver Trust 0.03 12661 19.03 19.55
IJJ iShares S&P; MidCap 400 Value Index 0.03 NEW 1828 120.35 121.17
JPS Nuveen Quality Pref. Inc. Fund II 0.03 +148.00% 26248 8.69 8.95
ARR ARMOUR Residential REIT 0.03 NEW 60000 4.12 4.22
Powershares Db Inverse 0.03 NEW 14187 18.89 0.00
Abbvie 0.03 -64.00% 5130 51.46 0.00
Pimco Dynamic Credit Income other 0.03 NEW 8962 22.65 0.00
Doubleline Income Solutions 0.03 NEW 10705 21.21 0.00
CMCSA Comcast Corporation 0.02 NEW 4020 50.00 53.72
TWO Two Harbors Investment 0.02 NEW 12638 10.29 10.26
TICC TICC Capital 0.02 +98.00% 20126 9.79 9.53
ALSK Alaska Communications Systems 0.02 NEW 76000 1.93 1.79
PSEC Prospect Capital Corporation 0.02 NEW 12000 10.83 10.58
BGT BlackRock Floating Rate Income Trust 0.02 12908 14.25 14.05
Penn West Energy Trust 0.02 NEW 17860 8.34 0.00
Just Energy 0.02 NEW 20000 8.05 0.00
Cys Investments 0.02 NEW 18000 8.28 0.00
FSC Fifth Street Finance 0.01 NEW 10000 9.50 9.71
Centrais Eletricas Brasileiras 0.01 NEW 35000 2.83 0.00
PT Portugal Telecom, SGPS 0.01 NEW 10000 4.30 2.10
Eldorado Gold 0.01 11330 5.56 0.00
NYMT New York Mortgage Trust 0.01 NEW 10000 7.80 7.64
Pengrowth Energy 0.01 NEW 10000 6.10 0.00
Diana Containerships 0.01 NEW 17500 3.83 0.00
Sprint 0.01 NEW 10744 9.21 0.00
TSYS TeleCommunication Systems 0.00 NEW 10000 2.30 2.95
SQNM Sequenom 0.00 NEW 12500 2.48 3.65
Rubicon Minerals 0.00 14000 1.07 0.00
Comstock Mining Inc cs 0.00 14163 1.62 0.00

Past 13F-HR SEC Filings for FIRST FOUNDATION ADVISORS