First Foundation Advisors
Latest statistics and disclosures from First Foundation Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, GOOG, MOAT, JEPI, and represent 34.01% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$22M), IVV (+$14M), JEPI (+$12M), APH (+$9.5M), GSSC (+$8.7M), LH (+$8.0M), IEFA (+$7.8M), PRFZ (+$7.0M), IWP (+$5.7M), MOAT.
- Started 21 new stock positions in HPQ, VTRS, EOG, NVT, BBN, STM, QUAL, WELL, ED, LBTYA. JAAA, LH, STX, AGNC, PFLT, HUM, ES, MPWR, RDIB, GEV, NEM.
- Reduced shares in these 10 stocks: , UNH (-$7.7M), TPL, TXN, PWZ, UPS, QCOM, AAPL, MSFT, RTO.
- Sold out of its positions in Aerwins Technolo, ABNB, BIDU, BAX, CLX, FANG, EQIX, GSBD, BEAT, RSPT. RSPG, IQ, IEO, Laboratory Corp. of America Holdings, MPC, MNST, PPG, Pioneer Natural Resources, RTO, XLP, STWD, U, VB.
- First Foundation Advisors was a net buyer of stock by $90M.
- First Foundation Advisors has $2.6B in assets under management (AUM), dropping by 4.71%.
- Central Index Key (CIK): 0001086763
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Portfolio Holdings for First Foundation Advisors
First Foundation Advisors holds 431 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.1 | $475M | 1.1M | 446.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.0 | $131M | +11% | 239k | 547.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $111M | 607k | 183.42 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.6 | $93M | +5% | 1.1M | 86.61 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.1 | $80M | +17% | 1.4M | 56.68 |
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| Amazon (AMZN) | 2.9 | $75M | 387k | 193.25 |
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| Apple (AAPL) | 2.7 | $71M | -2% | 339k | 210.62 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $63M | +14% | 865k | 72.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $58M | 143k | 406.80 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.0 | $53M | 496k | 106.95 |
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| United Parcel Service CL B (UPS) | 1.8 | $48M | -3% | 347k | 136.85 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 1.5 | $39M | +21% | 1.0M | 38.14 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.5 | $38M | -7% | 1.6M | 24.67 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.4 | $38M | +2% | 1.1M | 33.65 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $35M | +3% | 435k | 81.08 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.3 | $33M | +35% | 519k | 63.35 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 1.2 | $32M | 562k | 56.88 |
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| Advanced Micro Devices (AMD) | 1.1 | $30M | 183k | 162.21 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $28M | +4% | 264k | 107.12 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $28M | -2% | 139k | 202.26 |
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| Ishares Core Msci Emkt (IEMG) | 1.1 | $28M | +5% | 519k | 53.53 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $25M | +16% | 252k | 97.07 |
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| Uber Technologies (UBER) | 0.9 | $24M | -3% | 336k | 72.68 |
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| Philip Morris International (PM) | 0.9 | $24M | -2% | 240k | 101.33 |
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| Applied Materials (AMAT) | 0.9 | $24M | +5% | 102k | 235.99 |
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| NVIDIA Corporation (NVDA) | 0.9 | $24M | +935% | 194k | 123.54 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $23M | -2% | 52k | 441.16 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $22M | 304k | 73.69 |
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| Qualcomm (QCOM) | 0.8 | $22M | -7% | 111k | 199.18 |
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| Suncor Energy (SU) | 0.8 | $22M | -5% | 571k | 38.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $21M | +18% | 59k | 364.51 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $21M | +8% | 101k | 202.89 |
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| Amphenol Corp Cl A (APH) | 0.8 | $20M | +93% | 292k | 67.37 |
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| AmerisourceBergen (COR) | 0.7 | $19M | -5% | 85k | 225.30 |
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| UnitedHealth (UNH) | 0.7 | $18M | -30% | 35k | 509.25 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.7 | $18M | +4% | 414k | 42.96 |
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| Astrazeneca Sponsored Adr (AZN) | 0.7 | $18M | 227k | 77.99 |
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| Canadian Pacific Kansas City (CP) | 0.7 | $18M | -4% | 225k | 78.73 |
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| Chevron Corporation (CVX) | 0.6 | $17M | 109k | 156.42 |
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| Lowe's Companies (LOW) | 0.6 | $16M | -3% | 73k | 220.46 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $16M | +12% | 52k | 303.41 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $15M | +15% | 162k | 93.65 |
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| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.5 | $14M | +3% | 437k | 32.67 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $14M | +2% | 319k | 43.93 |
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| Costco Wholesale Corporation (COST) | 0.5 | $14M | +3% | 16k | 849.99 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $14M | -4% | 116k | 118.78 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $13M | -2% | 24k | 544.22 |
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| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.5 | $13M | +7% | 293k | 43.23 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $13M | +4% | 76k | 164.28 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.5 | $12M | +11% | 383k | 31.92 |
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| Meta Platforms Cl A (META) | 0.4 | $11M | +10% | 22k | 504.22 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.4 | $11M | -3% | 248k | 44.59 |
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| Cme (CME) | 0.4 | $11M | -4% | 56k | 196.60 |
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| Broadcom (AVGO) | 0.4 | $11M | 6.8k | 1605.25 |
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| Danaher Corporation (DHR) | 0.4 | $11M | -8% | 43k | 249.85 |
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| Aon Shs Cl A (AON) | 0.4 | $11M | +66% | 36k | 293.58 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $10M | -13% | 242k | 41.54 |
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| Linde SHS (LIN) | 0.4 | $9.9M | -10% | 23k | 438.80 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $9.6M | -25% | 50k | 194.53 |
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| Cisco Systems (CSCO) | 0.4 | $9.6M | 202k | 47.51 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $9.4M | 81k | 115.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $8.6M | 47k | 182.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $8.1M | 16k | 500.12 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $8.0M | NEW | 39k | 203.51 |
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| Nextera Energy (NEE) | 0.3 | $7.9M | -6% | 112k | 70.81 |
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| Johnson & Johnson (JNJ) | 0.3 | $7.4M | +13% | 51k | 146.16 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $7.4M | +342% | 67k | 110.35 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.3 | $7.3M | -5% | 310k | 23.68 |
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| Walt Disney Company (DIS) | 0.3 | $6.9M | -5% | 69k | 99.29 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.3 | $6.7M | +37% | 211k | 32.06 |
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| Burford Cap Ord Shs (BUR) | 0.2 | $6.2M | 475k | 13.05 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $5.9M | +6% | 11k | 555.54 |
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| TJX Companies (TJX) | 0.2 | $5.4M | +2% | 50k | 110.10 |
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| Servicenow (NOW) | 0.2 | $5.0M | +32% | 6.3k | 786.67 |
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| Intuit (INTU) | 0.2 | $5.0M | +8% | 7.5k | 657.17 |
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| Pfizer (PFE) | 0.2 | $4.9M | +12% | 175k | 27.98 |
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| Visa Com Cl A (V) | 0.2 | $4.8M | -2% | 19k | 262.47 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.6M | -4% | 59k | 78.33 |
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| Cintas Corporation (CTAS) | 0.2 | $4.4M | +4% | 6.3k | 700.25 |
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| Prologis (PLD) | 0.2 | $4.4M | +1873% | 39k | 112.31 |
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| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.2 | $4.0M | +1415% | 91k | 44.10 |
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| Realty Income (O) | 0.2 | $4.0M | -5% | 76k | 52.82 |
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| Analog Devices (ADI) | 0.1 | $3.9M | +5% | 17k | 228.27 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.8M | +12% | 46k | 83.76 |
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| Home Depot (HD) | 0.1 | $3.8M | 11k | 344.25 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $3.8M | -2% | 98k | 38.72 |
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| Tandy Leather Factory (TLF) | 0.1 | $3.7M | 827k | 4.50 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.7M | +7% | 3.6k | 1022.73 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $3.7M | 66k | 56.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.7M | 6.00 | 612241.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.5M | +170% | 54k | 64.25 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.3M | 3.1k | 1051.03 |
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| S&p Global (SPGI) | 0.1 | $3.2M | +7% | 7.2k | 446.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.2M | +2% | 6.7k | 479.09 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $3.2M | 141k | 22.37 |
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| Ready Cap Corp Com reit (RC) | 0.1 | $3.1M | 377k | 8.18 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.0M | +25% | 29k | 106.55 |
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| Fortinet (FTNT) | 0.1 | $3.0M | +15% | 50k | 60.27 |
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| Lululemon Athletica (LULU) | 0.1 | $3.0M | +8% | 10k | 298.70 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $3.0M | +12% | 16k | 183.01 |
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| Joint (JYNT) | 0.1 | $2.9M | 209k | 14.06 |
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| Keysight Technologies (KEYS) | 0.1 | $2.9M | +6% | 21k | 136.75 |
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| Zoetis Cl A (ZTS) | 0.1 | $2.8M | +11% | 16k | 173.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.7M | -3% | 10k | 267.51 |
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| Msci (MSCI) | 0.1 | $2.7M | +9% | 5.6k | 481.75 |
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| BlackRock (BLK) | 0.1 | $2.6M | 3.3k | 787.30 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.6M | 11k | 242.10 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.5M | +2% | 2.8k | 905.45 |
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| IDEXX Laboratories (IDXX) | 0.1 | $2.5M | +5% | 5.2k | 487.20 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $2.3M | -9% | 70k | 32.71 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.3M | +81% | 22k | 102.30 |
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| Lam Research Corporation (LRCX) | 0.1 | $2.2M | 2.0k | 1065.07 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.2M | -9% | 51k | 42.59 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.1M | -9% | 42k | 50.74 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $2.1M | 33k | 64.23 |
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| Pool Corporation (POOL) | 0.1 | $2.1M | +5% | 6.7k | 307.33 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $2.1M | -5% | 31k | 66.51 |
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| Nuveen California Muni Vlu F Com Stk (NCA) | 0.1 | $2.0M | +13% | 236k | 8.67 |
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| McDonald's Corporation (MCD) | 0.1 | $2.0M | +19% | 7.9k | 254.85 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $2.0M | +14% | 59k | 33.79 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.9M | +58% | 34k | 57.61 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.9M | +108% | 36k | 53.04 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.9M | -10% | 24k | 77.85 |
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| Pepsi (PEP) | 0.1 | $1.9M | -4% | 11k | 164.93 |
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| Merck & Co (MRK) | 0.1 | $1.8M | -4% | 15k | 123.80 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.1 | $1.8M | -8% | 57k | 31.96 |
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| Oracle Corporation (ORCL) | 0.1 | $1.8M | +10% | 12k | 141.20 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.8M | 30k | 58.52 |
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| Procter & Gamble Company (PG) | 0.1 | $1.7M | -5% | 11k | 164.93 |
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| Abbvie (ABBV) | 0.1 | $1.7M | 9.7k | 171.53 |
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| Webster Financial Corporation (WBS) | 0.1 | $1.7M | 38k | 43.59 |
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| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.1 | $1.6M | -9% | 52k | 31.35 |
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| Gilead Sciences (GILD) | 0.1 | $1.6M | 23k | 68.61 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $1.6M | 1.3k | 1188.97 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $1.6M | -8% | 83k | 18.81 |
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| Dupont De Nemours (DD) | 0.1 | $1.5M | -3% | 19k | 80.49 |
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| Paycom Software (PAYC) | 0.1 | $1.5M | +7% | 11k | 143.04 |
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| Netflix (NFLX) | 0.1 | $1.5M | -7% | 2.2k | 674.88 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.4M | +246% | 53k | 27.44 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | -4% | 21k | 67.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | +11% | 16k | 92.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.4M | -7% | 13k | 106.66 |
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| Alexandria Real Estate Equities (ARE) | 0.1 | $1.4M | +5% | 12k | 116.97 |
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| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $1.4M | -2% | 62k | 22.28 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.4M | 44k | 30.93 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.3M | 24k | 55.69 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.3M | 6.0k | 215.01 |
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| Dow (DOW) | 0.0 | $1.3M | 24k | 53.05 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $1.3M | -33% | 25k | 50.47 |
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| Altria (MO) | 0.0 | $1.3M | -5% | 28k | 45.55 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.2M | +15% | 10k | 120.73 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $1.2M | -14% | 2.6k | 467.07 |
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| Abbott Laboratories (ABT) | 0.0 | $1.2M | -2% | 11k | 103.91 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.2M | -4% | 4.4k | 262.58 |
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| Honeywell International (HON) | 0.0 | $1.1M | -3% | 5.4k | 213.56 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $1.1M | -4% | 51k | 22.16 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.1M | -14% | 2.6k | 436.10 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.1M | -8% | 13k | 81.65 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.1M | -6% | 26k | 41.11 |
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| Amgen (AMGN) | 0.0 | $1.1M | 3.5k | 312.44 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.1M | 9.5k | 112.37 |
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| Boeing Company (BA) | 0.0 | $1.1M | +8% | 5.8k | 182.01 |
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| Tesla Motors (TSLA) | 0.0 | $1.1M | -28% | 5.3k | 197.88 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $1.0M | -31% | 11k | 98.21 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $1.0M | -10% | 25k | 42.20 |
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| Caterpillar (CAT) | 0.0 | $1.0M | -19% | 3.1k | 333.10 |
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| Molina Healthcare (MOH) | 0.0 | $978k | 3.3k | 297.30 |
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| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $968k | 55k | 17.64 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $957k | -9% | 6.7k | 142.74 |
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| Rockwell Automation (ROK) | 0.0 | $944k | 3.4k | 275.35 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $940k | -9% | 9.4k | 100.39 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $928k | -15% | 6.1k | 152.31 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $919k | +2% | 5.3k | 174.45 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $891k | -22% | 73k | 12.24 |
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| Creative Media & Cmnty Tr Com New (CMCT) | 0.0 | $877k | -15% | 326k | 2.69 |
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| Medtronic SHS (MDT) | 0.0 | $872k | +2% | 11k | 78.71 |
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| Edwards Lifesciences (EW) | 0.0 | $866k | +5% | 9.4k | 92.37 |
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| Simon Property (SPG) | 0.0 | $816k | +569% | 5.4k | 151.80 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $815k | +19% | 4.5k | 182.01 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $792k | -19% | 20k | 40.43 |
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| Sherwin-Williams Company (SHW) | 0.0 | $781k | -7% | 2.6k | 298.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $776k | 2.1k | 374.01 |
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| Liberty Global Com Cl A (LBTYA) | 0.0 | $763k | NEW | 44k | 17.43 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $756k | -15% | 1.5k | 505.81 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $754k | -6% | 18k | 43.19 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $749k | -5% | 626.00 | 1196.16 |
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| Coca-Cola Company (KO) | 0.0 | $748k | -9% | 12k | 63.65 |
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| American Express Company (AXP) | 0.0 | $745k | 3.2k | 231.57 |
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| Waste Management (WM) | 0.0 | $736k | 3.4k | 213.32 |
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| Public Storage (PSA) | 0.0 | $731k | -7% | 2.5k | 287.65 |
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| Yum! Brands (YUM) | 0.0 | $728k | -3% | 5.5k | 132.46 |
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| Diageo Spon Adr New (DEO) | 0.0 | $715k | -61% | 5.7k | 126.08 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $711k | -13% | 18k | 39.16 |
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| Paccar (PCAR) | 0.0 | $694k | 6.7k | 102.94 |
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| Anthem (ELV) | 0.0 | $690k | 1.3k | 541.86 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $690k | +5% | 3.0k | 226.25 |
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| TCW Strategic Income Fund (TSI) | 0.0 | $688k | 145k | 4.74 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $687k | 5.8k | 118.60 |
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| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $687k | 73k | 9.42 |
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| Emerson Electric (EMR) | 0.0 | $674k | +20% | 6.1k | 110.16 |
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| Target Corporation (TGT) | 0.0 | $668k | +7% | 4.5k | 148.05 |
|
| Rivernorth Doubleline Strate (OPP) | 0.0 | $647k | 75k | 8.65 |
|
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $642k | NEW | 39k | 16.35 |
|
| Nexpoint Residential Tr (NXRT) | 0.0 | $641k | +20% | 16k | 39.51 |
|
| Phillips 66 (PSX) | 0.0 | $620k | -8% | 4.4k | 141.17 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $611k | 53k | 11.53 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $610k | -28% | 4.9k | 123.80 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $600k | 3.3k | 182.40 |
|
|
| Xcel Energy (XEL) | 0.0 | $597k | +44% | 11k | 53.41 |
|
| Morgan Stanley Com New (MS) | 0.0 | $595k | -6% | 6.1k | 97.19 |
|
| Oneok (OKE) | 0.0 | $588k | +58% | 7.2k | 81.55 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $576k | 5.1k | 112.64 |
|
|
| Synopsys (SNPS) | 0.0 | $572k | 962.00 | 595.06 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $570k | -10% | 4.8k | 118.13 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $554k | 4.5k | 121.87 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $540k | -26% | 2.4k | 226.26 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $536k | +22% | 20k | 26.57 |
|
| Ge Aerospace Com New (GE) | 0.0 | $526k | +9% | 3.3k | 158.97 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $525k | -18% | 13k | 40.14 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $521k | 8.0k | 65.44 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $521k | 9.3k | 56.04 |
|
|
| Microchip Technology (MCHP) | 0.0 | $509k | +5% | 5.6k | 91.50 |
|
| Shell Spon Ads (SHEL) | 0.0 | $496k | -5% | 6.9k | 72.18 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $494k | 12k | 39.72 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $483k | 2.5k | 194.87 |
|
|
| Verizon Communications (VZ) | 0.0 | $481k | +20% | 12k | 41.24 |
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $481k | -32% | 36k | 13.29 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $472k | 6.0k | 78.78 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $465k | 3.5k | 132.05 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $463k | -15% | 12k | 39.77 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $458k | -6% | 3.3k | 139.45 |
|
| Williams Companies (WMB) | 0.0 | $454k | -2% | 11k | 42.50 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $450k | NEW | 47k | 9.54 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $448k | 325.00 | 1377.48 |
|
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $441k | 7.0k | 62.81 |
|
|
| Deere & Company (DE) | 0.0 | $439k | -5% | 1.2k | 373.56 |
|
| At&t (T) | 0.0 | $438k | +21% | 23k | 19.11 |
|
| Nike CL B (NKE) | 0.0 | $436k | -9% | 5.8k | 75.37 |
|
| Stryker Corporation (SYK) | 0.0 | $435k | -4% | 1.3k | 340.25 |
|
| ConocoPhillips (COP) | 0.0 | $434k | -10% | 3.8k | 114.37 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $434k | -40% | 14k | 32.24 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $428k | 13k | 31.99 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $421k | +7% | 7.0k | 59.89 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $412k | 7.9k | 52.42 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $408k | -15% | 8.3k | 49.42 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $405k | -10% | 733.00 | 553.00 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $393k | -8% | 38k | 10.33 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $391k | -22% | 2.8k | 139.99 |
|
| Republic Services (RSG) | 0.0 | $389k | 2.0k | 194.34 |
|
|
| Booking Holdings (BKNG) | 0.0 | $384k | +10% | 97.00 | 3961.50 |
|
| MGM Resorts International. (MGM) | 0.0 | $383k | 8.6k | 44.44 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $380k | -5% | 4.2k | 91.16 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $380k | -2% | 7.9k | 47.98 |
|
| Eaton Corp SHS (ETN) | 0.0 | $379k | -13% | 1.2k | 313.55 |
|
| Sempra Energy (SRE) | 0.0 | $376k | 4.9k | 76.06 |
|
|
| Intel Corporation (INTC) | 0.0 | $375k | -4% | 12k | 30.97 |
|
| McKesson Corporation (MCK) | 0.0 | $374k | 640.00 | 584.04 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $369k | 6.0k | 61.21 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $368k | -3% | 6.6k | 55.50 |
|
| Enterprise Financial Services (EFSC) | 0.0 | $359k | 8.8k | 40.91 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $356k | -3% | 2.6k | 136.89 |
|
| SYSCO Corporation (SYY) | 0.0 | $355k | +9% | 5.0k | 71.39 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $348k | -7% | 4.1k | 84.95 |
|
| Rli (RLI) | 0.0 | $348k | 2.5k | 140.70 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $347k | -5% | 1.5k | 238.69 |
|
| Packaging Corporation of America (PKG) | 0.0 | $346k | -3% | 1.9k | 182.56 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $345k | 6.3k | 55.10 |
|
|
| Hca Holdings (HCA) | 0.0 | $344k | -8% | 1.1k | 321.31 |
|
| Kinder Morgan (KMI) | 0.0 | $337k | +430% | 17k | 19.87 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $336k | 3.2k | 103.85 |
|
|
| Goldman Sachs (GS) | 0.0 | $335k | +18% | 739.00 | 452.59 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $326k | 4.2k | 77.28 |
|
|
| International Business Machines (IBM) | 0.0 | $325k | 1.9k | 172.98 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $321k | NEW | 8.2k | 39.28 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $315k | 25k | 12.52 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $312k | -2% | 1.2k | 257.95 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $309k | +9% | 3.6k | 86.90 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $299k | +2% | 2.1k | 145.75 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $297k | -8% | 8.9k | 33.53 |
|
| Corteva (CTVA) | 0.0 | $297k | -3% | 5.5k | 53.94 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $295k | -13% | 3.1k | 96.26 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $293k | -13% | 7.5k | 39.34 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $293k | +29% | 2.9k | 100.68 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $291k | -22% | 544.00 | 535.08 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $290k | 20k | 14.91 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $285k | 1.7k | 171.52 |
|
|
| Wec Energy Group (WEC) | 0.0 | $281k | +6% | 3.6k | 78.46 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $279k | 1.5k | 182.55 |
|
|
| Nexpoint Diversified Rel Et Com New (NXDT) | 0.0 | $278k | +20% | 50k | 5.53 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $272k | -14% | 612.00 | 444.85 |
|
| PNC Financial Services (PNC) | 0.0 | $269k | -42% | 1.7k | 155.48 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $269k | 1.1k | 244.57 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $266k | 3.4k | 77.77 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $265k | NEW | 5.2k | 50.88 |
|
| General Dynamics Corporation (GD) | 0.0 | $264k | -33% | 911.00 | 290.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $259k | 5.8k | 44.43 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $254k | -18% | 5.8k | 43.76 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $252k | -32% | 2.4k | 106.46 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $246k | -9% | 2.3k | 106.40 |
|
| Iqvia Holdings (IQV) | 0.0 | $246k | +3% | 1.2k | 211.44 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $243k | 14k | 17.00 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $243k | 1.3k | 182.52 |
|
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $239k | 19k | 12.94 |
|
|
| Fastenal Company (FAST) | 0.0 | $235k | 3.7k | 62.84 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $235k | +72% | 5.7k | 41.53 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $234k | -11% | 5.6k | 41.81 |
|
| Edison International (EIX) | 0.0 | $234k | +8% | 3.3k | 71.81 |
|
| FirstEnergy (FE) | 0.0 | $228k | 6.0k | 38.27 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $226k | 3.8k | 59.39 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $222k | NEW | 1.3k | 170.75 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $222k | +14% | 1.6k | 138.20 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $221k | 5.7k | 38.42 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $220k | 7.6k | 28.98 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $219k | 665.00 | 328.93 |
|
|
| American Tower Reit (AMT) | 0.0 | $217k | +3% | 1.1k | 194.38 |
|
| Cto Realty Growth (CTO) | 0.0 | $216k | 12k | 17.46 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $216k | -13% | 6.5k | 33.03 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $216k | -12% | 1.8k | 120.98 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $215k | 9.3k | 23.25 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $211k | 1.4k | 150.43 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $211k | 4.5k | 46.78 |
|
|
| Insight Enterprises (NSIT) | 0.0 | $208k | 1.1k | 198.36 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $207k | 3.4k | 60.08 |
|
|
| Consolidated Edison (ED) | 0.0 | $207k | NEW | 2.3k | 89.42 |
|
| Nexpoint Real Estate Fin (NREF) | 0.0 | $206k | +39% | 15k | 13.72 |
|
| Norfolk Southern (NSC) | 0.0 | $206k | -5% | 957.00 | 214.69 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $204k | 1.6k | 127.18 |
|
|
| Nov (NOV) | 0.0 | $203k | 11k | 19.01 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $200k | +3% | 1.2k | 173.81 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $199k | -18% | 772.00 | 257.28 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $199k | 11k | 18.81 |
|
|
| Ecolab (ECL) | 0.0 | $190k | -4% | 800.00 | 238.00 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $189k | +62% | 1.9k | 100.24 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $188k | +35% | 15k | 12.46 |
|
| Citigroup Com New (C) | 0.0 | $182k | +4% | 2.9k | 63.47 |
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $181k | 19k | 9.74 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $163k | -6% | 347.00 | 468.72 |
|
| Fiserv (FI) | 0.0 | $158k | -25% | 1.1k | 149.04 |
|
| Hershey Company (HSY) | 0.0 | $157k | -31% | 855.00 | 183.83 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $155k | 642.00 | 241.77 |
|
|
| Dollar General (DG) | 0.0 | $152k | -33% | 1.1k | 132.23 |
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $150k | +18% | 21k | 7.17 |
|
| Reading Intl CL B (RDIB) | 0.0 | $149k | NEW | 11k | 13.40 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $148k | -96% | 201.00 | 734.27 |
|
| salesforce (CRM) | 0.0 | $146k | -31% | 568.00 | 257.10 |
|
| General Motors Company (GM) | 0.0 | $144k | -24% | 3.1k | 46.46 |
|
| Ford Motor Company (F) | 0.0 | $144k | -16% | 12k | 12.54 |
|
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $143k | NEW | 12k | 11.54 |
|
| Becton, Dickinson and (BDX) | 0.0 | $141k | 604.00 | 233.71 |
|
|
| Centene Corporation (CNC) | 0.0 | $133k | 2.0k | 66.30 |
|
|
| Ge Vernova (GEV) | 0.0 | $132k | NEW | 770.00 | 171.51 |
|
| Kroger (KR) | 0.0 | $132k | -51% | 2.6k | 49.92 |
|
| Southern Company (SO) | 0.0 | $127k | +77% | 1.6k | 77.58 |
|
| Chubb (CB) | 0.0 | $127k | -9% | 497.00 | 255.08 |
|
| Moody's Corporation (MCO) | 0.0 | $123k | 292.00 | 420.93 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $121k | +6148% | 1.9k | 62.65 |
|
| Dominion Resources (D) | 0.0 | $111k | 2.3k | 49.00 |
|
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $109k | 10k | 10.42 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $108k | 10k | 10.79 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $108k | -28% | 1.7k | 63.06 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $107k | -21% | 278.00 | 386.05 |
|
| Nucor Corporation (NUE) | 0.0 | $107k | -24% | 678.00 | 158.08 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $107k | 21k | 5.10 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $105k | NEW | 1.0k | 103.27 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $105k | 1.6k | 66.47 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $102k | 265.00 | 383.19 |
|
|
| Hp (HPQ) | 0.0 | $100k | NEW | 2.9k | 35.02 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $99k | 490.00 | 201.71 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $98k | -22% | 1.7k | 58.03 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $97k | -31% | 1.6k | 59.06 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $94k | -40% | 965.00 | 97.04 |
|
| Matterport Com Cl A (MTTR) | 0.0 | $93k | 21k | 4.47 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $93k | -39% | 180.00 | 516.33 |
|
| Xylem (XYL) | 0.0 | $91k | 674.00 | 135.63 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $90k | 1.5k | 60.45 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $88k | 501.00 | 176.18 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $88k | 259.00 | 339.01 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $87k | -5% | 628.00 | 138.32 |
|
| Eversource Energy (ES) | 0.0 | $86k | NEW | 1.5k | 56.73 |
|
| AutoZone (AZO) | 0.0 | $86k | -42% | 29.00 | 2964.10 |
|
| O'reilly Automotive (ORLY) | 0.0 | $86k | -18% | 81.00 | 1056.06 |
|
| Cummins (CMI) | 0.0 | $81k | -42% | 294.00 | 276.93 |
|
| Martin Marietta Materials (MLM) | 0.0 | $81k | -17% | 150.00 | 541.80 |
|
| FedEx Corporation (FDX) | 0.0 | $78k | 261.00 | 300.09 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $75k | 50k | 1.49 |
|
|
| Aptiv SHS (APTV) | 0.0 | $74k | 1.1k | 70.42 |
|
|
| Hubbell (HUBB) | 0.0 | $71k | -25% | 195.00 | 365.48 |
|
| Kla Corp Com New (KLAC) | 0.0 | $71k | -28% | 86.00 | 824.51 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $71k | NEW | 86.00 | 821.88 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $69k | -41% | 1.8k | 38.80 |
|
| Travelers Companies (TRV) | 0.0 | $67k | -33% | 331.00 | 203.34 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $67k | +9% | 12k | 5.55 |
|
| Shopify Cl A (SHOP) | 0.0 | $66k | -2% | 1.0k | 66.05 |
|
| MetLife (MET) | 0.0 | $65k | -3% | 932.00 | 70.19 |
|
| Cigna Corp (CI) | 0.0 | $65k | 197.00 | 330.57 |
|
|
| Reading Intl Cl A (RDI) | 0.0 | $65k | 46k | 1.42 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $63k | +45% | 162.00 | 385.87 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $58k | 850.00 | 68.00 |
|
|
| Roper Industries (ROP) | 0.0 | $56k | 100.00 | 563.66 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $54k | 511.00 | 106.54 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $52k | +3% | 530.00 | 97.70 |
|
| Illinois Tool Works (ITW) | 0.0 | $52k | -55% | 218.00 | 236.96 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $52k | -29% | 1.3k | 39.70 |
|
| Paychex (PAYX) | 0.0 | $50k | -14% | 422.00 | 118.56 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $42k | +51% | 549.00 | 77.01 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $39k | +7% | 223.00 | 176.61 |
|
| Cardinal Health (CAH) | 0.0 | $37k | 378.00 | 98.32 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $34k | NEW | 445.00 | 76.61 |
|
| Micron Technology (MU) | 0.0 | $33k | -37% | 250.00 | 131.53 |
|
| General Mills (GIS) | 0.0 | $32k | +400% | 500.00 | 63.26 |
|
| Bio-techne Corporation (TECH) | 0.0 | $32k | 441.00 | 71.65 |
|
|
| Autodesk (ADSK) | 0.0 | $30k | 123.00 | 247.45 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $28k | -17% | 178.00 | 156.63 |
|
| Ameriprise Financial (AMP) | 0.0 | $26k | 60.00 | 427.18 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $26k | NEW | 245.00 | 104.25 |
|
| Progressive Corporation (PGR) | 0.0 | $25k | -51% | 122.00 | 207.71 |
|
| 3M Company (MMM) | 0.0 | $25k | -61% | 243.00 | 102.19 |
|
| Sonim Technologies Com New (SONM) | 0.0 | $25k | 25k | 1.00 |
|
|
| Ptc (PTC) | 0.0 | $23k | 124.00 | 181.67 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $21k | 99.00 | 210.72 |
|
|
| Electronic Arts (EA) | 0.0 | $20k | -31% | 142.00 | 139.33 |
|
| NetApp (NTAP) | 0.0 | $18k | +243% | 141.00 | 128.80 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $17k | NEW | 410.00 | 41.93 |
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $14k | 10k | 1.41 |
|
|
| Arista Networks (ANET) | 0.0 | $13k | -41% | 36.00 | 350.47 |
|
| Loews Corporation (L) | 0.0 | $11k | 153.00 | 74.74 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $8.6k | +166% | 32.00 | 269.10 |
|
| EOG Resources (EOG) | 0.0 | $7.6k | NEW | 60.00 | 125.88 |
|
| Cadence Design Systems (CDNS) | 0.0 | $7.1k | 23.00 | 307.74 |
|
|
| Viatris (VTRS) | 0.0 | $4.5k | NEW | 425.00 | 10.63 |
|
| Humana (HUM) | 0.0 | $3.0k | NEW | 8.00 | 373.62 |
|
Past Filings by First Foundation Advisors
SEC 13F filings are viewable for First Foundation Advisors going back to 2010
- First Foundation Advisors 2024 Q2 filed Aug. 6, 2024
- First Foundation Advisors 2024 Q1 filed May 10, 2024
- First Foundation Advisors 2023 Q4 filed Feb. 14, 2024
- First Foundation Advisors 2023 Q3 filed Nov. 15, 2023
- First Foundation Advisors 2023 Q2 filed Aug. 14, 2023
- First Foundation Advisors 2023 Q1 filed May 12, 2023
- First Foundation Advisors 2022 Q4 filed Feb. 14, 2023
- First Foundation Advisors 2022 Q3 filed Nov. 14, 2022
- First Foundation Advisors 2022 Q2 filed Aug. 12, 2022
- First Foundation Advisors 2022 Q1 filed May 5, 2022
- First Foundation Advisors 2021 Q4 filed Feb. 14, 2022
- First Foundation Advisors 2021 Q3 filed Nov. 15, 2021
- First Foundation Advisors 2021 Q2 filed Aug. 13, 2021
- First Foundation Advisors 2021 Q1 filed May 18, 2021
- First Foundation Advisors 2020 Q4 filed Feb. 16, 2021
- First Foundation Advisors 2020 Q3 filed Nov. 12, 2020