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 33.61% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$13M), SRLN (+$9.7M), JEPI (+$8.7M), QCOM (+$7.0M), QUAL (+$5.3M), GSLC, Arista Networks, MOAT, IWF, NVDA.
- Started 12 new stock positions in PHG, LRCX, PLTR, FNDA, Arista Networks, SCHA, HYG, SMTH, IQLT, QUAL. BLK, FI.
- Reduced shares in these 10 stocks: CVX (-$8.7M), PM (-$8.0M), AON (-$5.0M), PWZ, GOOG, ANET, PZA, , SCHW, ITOT.
- Sold out of its positions in AMT, ANET, BlackRock, ED, DUK, ECL, F, HCA, HTGC, NSIT.
- First Foundation Advisors was a net buyer of stock by $35M.
- First Foundation Advisors has $2.7B in assets under management (AUM), dropping by 0.12%.
- Central Index Key (CIK): 0001086763
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Portfolio Holdings for First Foundation Advisors
First Foundation Advisors holds 341 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.5 | $439M | 1.0M | 421.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $157M | +9% | 266k | 588.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $103M | -3% | 541k | 190.44 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.8 | $102M | +3% | 1.1M | 92.72 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.5 | $92M | +10% | 1.6M | 57.53 |
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| Apple (AAPL) | 3.1 | $82M | 328k | 250.42 |
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| Amazon (AMZN) | 3.0 | $81M | 369k | 219.39 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $67M | +3% | 958k | 70.28 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.3 | $62M | +8% | 540k | 115.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $60M | 132k | 453.28 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 1.7 | $46M | +4% | 1.1M | 41.61 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.7 | $44M | +6% | 498k | 88.40 |
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| United Parcel Service CL B (UPS) | 1.5 | $40M | 319k | 126.10 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.4 | $37M | +2% | 530k | 69.13 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.4 | $36M | -2% | 1.1M | 33.34 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.3 | $35M | +9% | 330k | 106.84 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.3 | $33M | -10% | 1.4M | 24.70 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 1.2 | $32M | +3% | 562k | 57.28 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $31M | -3% | 127k | 239.71 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $30M | +10% | 307k | 96.90 |
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| NVIDIA Corporation (NVDA) | 1.1 | $28M | +12% | 210k | 134.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $28M | +14% | 69k | 401.58 |
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| Ishares Core Msci Emkt (IEMG) | 1.0 | $27M | 525k | 52.22 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $25M | +8% | 115k | 220.96 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $25M | 47k | 526.57 |
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| Qualcomm (QCOM) | 0.9 | $24M | +41% | 157k | 153.62 |
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| Advanced Micro Devices (AMD) | 0.8 | $22M | 184k | 120.79 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.8 | $20M | +7% | 467k | 42.92 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $19M | +18% | 207k | 92.45 |
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| Amphenol Corp Cl A (APH) | 0.7 | $19M | 270k | 69.45 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $18M | -13% | 244k | 74.01 |
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| Suncor Energy (SU) | 0.7 | $18M | -4% | 506k | 35.68 |
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| Uber Technologies (UBER) | 0.6 | $17M | -4% | 281k | 60.32 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $17M | +8% | 342k | 49.51 |
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| Philip Morris International (PM) | 0.6 | $17M | -32% | 140k | 120.35 |
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| AmerisourceBergen (COR) | 0.6 | $16M | -8% | 73k | 224.68 |
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| Applied Materials (AMAT) | 0.6 | $16M | 99k | 162.63 |
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| UnitedHealth (UNH) | 0.6 | $15M | -4% | 30k | 505.86 |
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| Cme (CME) | 0.5 | $14M | -4% | 60k | 232.23 |
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| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.5 | $14M | -4% | 315k | 44.18 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $14M | 24k | 586.09 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $14M | 78k | 175.23 |
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| Costco Wholesale Corporation (COST) | 0.5 | $14M | +4% | 15k | 916.29 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $14M | -3% | 38k | 351.79 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.5 | $13M | -3% | 446k | 29.60 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.5 | $13M | +277% | 315k | 41.73 |
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| Meta Platforms Cl A (META) | 0.5 | $13M | +6% | 22k | 585.51 |
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| Canadian Pacific Kansas City (CP) | 0.5 | $13M | -9% | 175k | 72.37 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $13M | -15% | 98k | 128.62 |
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| Astrazeneca Sponsored Adr (AZN) | 0.5 | $13M | -6% | 190k | 65.52 |
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| Lowe's Companies (LOW) | 0.5 | $12M | -6% | 49k | 246.80 |
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| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.4 | $11M | -7% | 346k | 31.92 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $9.9M | -7% | 172k | 57.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $8.6M | 45k | 189.30 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $8.4M | 66k | 126.75 |
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| Servicenow (NOW) | 0.3 | $8.4M | +10% | 7.9k | 1060.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $7.8M | -3% | 15k | 538.79 |
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| Danaher Corporation (DHR) | 0.3 | $7.7M | -10% | 34k | 229.55 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $7.5M | -8% | 40k | 187.51 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.3 | $7.4M | -15% | 192k | 38.66 |
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| Aon Shs Cl A (AON) | 0.3 | $7.3M | -40% | 20k | 359.15 |
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| Walt Disney Company (DIS) | 0.3 | $7.3M | +24% | 66k | 111.35 |
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| Fortinet (FTNT) | 0.3 | $7.2M | +12% | 76k | 94.48 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.3 | $7.1M | -3% | 222k | 32.09 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $7.1M | -13% | 66k | 107.57 |
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| Linde SHS (LIN) | 0.3 | $7.0M | -9% | 17k | 418.67 |
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| Nextera Energy (NEE) | 0.3 | $6.9M | -6% | 97k | 71.69 |
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| Johnson & Johnson (JNJ) | 0.3 | $6.8M | -7% | 47k | 144.62 |
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| Prologis (PLD) | 0.3 | $6.7M | +7% | 63k | 105.70 |
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| CoStar (CSGP) | 0.2 | $6.5M | +34% | 91k | 71.59 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $6.4M | -10% | 28k | 229.32 |
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| Cisco Systems (CSCO) | 0.2 | $6.3M | -14% | 106k | 59.20 |
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| Lululemon Athletica (LULU) | 0.2 | $6.1M | +11% | 16k | 382.41 |
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| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.2 | $6.1M | +16% | 128k | 47.28 |
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| Burford Cap Ord Shs (BUR) | 0.2 | $6.1M | 475k | 12.75 |
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| Cintas Corporation (CTAS) | 0.2 | $5.5M | +11% | 30k | 182.70 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $5.5M | +10% | 12k | 444.68 |
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| Visa Com Cl A (V) | 0.2 | $5.5M | 17k | 316.03 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $5.3M | NEW | 30k | 178.08 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $5.3M | +51% | 12k | 434.93 |
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| Intuit (INTU) | 0.2 | $5.3M | +7% | 8.4k | 628.51 |
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| Paycom Software (PAYC) | 0.2 | $5.1M | +12% | 25k | 204.97 |
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| Chevron Corporation (CVX) | 0.2 | $5.1M | -63% | 35k | 144.84 |
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| Keysight Technologies (KEYS) | 0.2 | $5.1M | +13% | 32k | 160.63 |
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| Pfizer (PFE) | 0.2 | $5.0M | -6% | 189k | 26.53 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $4.9M | -37% | 206k | 23.61 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $4.8M | +13% | 23k | 210.25 |
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| Booking Holdings (BKNG) | 0.2 | $4.7M | +14% | 955.00 | 4968.86 |
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| S&p Global (SPGI) | 0.2 | $4.6M | +12% | 9.2k | 498.02 |
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| Msci (MSCI) | 0.2 | $4.5M | +12% | 7.5k | 600.02 |
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| Arista Networks Com Shs | 0.2 | $4.4M | NEW | 40k | 110.53 |
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| Home Depot (HD) | 0.2 | $4.3M | 11k | 389.01 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.3M | +7% | 49k | 89.08 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $4.3M | +3% | 75k | 57.32 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.2M | -3% | 55k | 75.61 |
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| MercadoLibre (MELI) | 0.2 | $4.1M | +18% | 2.4k | 1700.44 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.1M | 6.00 | 680920.00 |
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| Tandy Leather Factory (TLF) | 0.1 | $4.0M | 827k | 4.79 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $3.9M | 92k | 42.11 |
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| Copart (CPRT) | 0.1 | $3.8M | +16% | 66k | 57.39 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.8M | +203% | 162k | 23.18 |
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| Broadcom (AVGO) | 0.1 | $3.7M | -2% | 16k | 231.84 |
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| Realty Income (O) | 0.1 | $3.6M | -3% | 68k | 53.41 |
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| Zoetis Cl A (ZTS) | 0.1 | $3.5M | +10% | 21k | 162.93 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $3.4M | +39% | 34k | 100.32 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.3M | +19% | 54k | 61.34 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.3M | +7% | 4.7k | 693.08 |
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| IDEXX Laboratories (IDXX) | 0.1 | $3.1M | +10% | 7.6k | 413.44 |
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| Blackrock (BLK) | 0.1 | $3.1M | NEW | 3.0k | 1025.11 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $3.1M | 138k | 22.48 |
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| Edwards Lifesciences (EW) | 0.1 | $3.0M | 40k | 74.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.8M | 11k | 264.13 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $2.7M | 85k | 31.79 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $2.4M | +277% | 48k | 50.37 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $2.2M | -6% | 60k | 37.46 |
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| Tesla Motors (TSLA) | 0.1 | $2.2M | +3% | 5.5k | 403.84 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.2M | 3.1k | 712.33 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $2.2M | 31k | 70.55 |
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| Gilead Sciences (GILD) | 0.1 | $2.2M | 23k | 92.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.1M | +3% | 4.1k | 511.26 |
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| Ready Cap Corp Com reit (RC) | 0.1 | $2.1M | -14% | 308k | 6.82 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.0M | +2% | 39k | 52.47 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.0M | 2.6k | 772.05 |
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| Oracle Corporation (ORCL) | 0.1 | $2.0M | 12k | 166.64 |
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| Nuveen California Muni Vlu F Com Stk (NCA) | 0.1 | $2.0M | 236k | 8.45 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.0M | -4% | 21k | 96.83 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.9M | -17% | 18k | 106.55 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.9M | -2% | 21k | 90.35 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $1.9M | -22% | 22k | 84.04 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | -9% | 44k | 41.82 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.8M | -9% | 35k | 50.71 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.1 | $1.8M | +4% | 51k | 34.47 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $1.7M | -6% | 78k | 22.21 |
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| Biogen Idec (BIIB) | 0.1 | $1.7M | +32% | 11k | 152.92 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.7M | NEW | 47k | 37.12 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.7M | +2% | 17k | 101.53 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.7M | +19% | 46k | 36.32 |
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| Pepsi (PEP) | 0.1 | $1.6M | -2% | 11k | 152.07 |
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| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $1.6M | 63k | 26.13 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.6M | 18k | 91.25 |
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| Procter & Gamble Company (PG) | 0.1 | $1.6M | -4% | 9.6k | 167.66 |
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| Abbvie (ABBV) | 0.1 | $1.6M | 8.9k | 177.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.6M | -14% | 5.4k | 289.79 |
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| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.1 | $1.5M | 50k | 30.30 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.4M | NEW | 20k | 72.23 |
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| TJX Companies (TJX) | 0.1 | $1.4M | -10% | 12k | 120.81 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.4M | 24k | 60.35 |
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| Dupont De Nemours (DD) | 0.1 | $1.4M | -2% | 18k | 76.25 |
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| Joint (JYNT) | 0.1 | $1.4M | -22% | 131k | 10.63 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.3M | 10k | 129.34 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.3M | 4.6k | 287.79 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.3M | 21k | 62.31 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.3M | +11% | 11k | 121.59 |
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| Merck & Co (MRK) | 0.0 | $1.3M | -5% | 13k | 99.48 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.3M | -5% | 26k | 48.33 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $1.3M | 2.6k | 485.87 |
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| Altria (MO) | 0.0 | $1.2M | -12% | 24k | 52.29 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.2M | +34% | 15k | 81.98 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.2M | +4% | 5.1k | 242.13 |
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| Alexandria Real Estate Equities (ARE) | 0.0 | $1.2M | -5% | 12k | 97.55 |
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| Abbott Laboratories (ABT) | 0.0 | $1.2M | -4% | 10k | 113.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.1M | 10k | 115.22 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $1.1M | 11k | 106.04 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.1M | 9.6k | 115.72 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.1M | +6% | 5.7k | 190.88 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $1.1M | +57% | 22k | 50.71 |
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| McDonald's Corporation (MCD) | 0.0 | $1.1M | -3% | 3.8k | 289.91 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.1M | 5.7k | 185.13 |
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| Honeywell International (HON) | 0.0 | $1.1M | -8% | 4.7k | 225.89 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $1.0M | -33% | 871.00 | 1194.31 |
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| American Express Company (AXP) | 0.0 | $989k | 3.3k | 296.81 |
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| Boeing Company (BA) | 0.0 | $988k | +5% | 5.6k | 177.00 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $988k | -5% | 23k | 42.61 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $979k | -2% | 2.1k | 469.32 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $978k | +3% | 3.4k | 289.62 |
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| Molina Healthcare (MOH) | 0.0 | $958k | 3.3k | 291.05 |
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| Dow (DOW) | 0.0 | $931k | -2% | 23k | 40.13 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $917k | 15k | 60.50 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $909k | -59% | 25k | 37.09 |
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| Caterpillar (CAT) | 0.0 | $907k | -16% | 2.5k | 362.76 |
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| Rockwell Automation (ROK) | 0.0 | $903k | 3.2k | 285.77 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $898k | -2% | 5.5k | 164.17 |
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| Amgen (AMGN) | 0.0 | $865k | 3.3k | 260.63 |
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| Pimco Dynamic Income SHS (PDI) | 0.0 | $863k | 47k | 18.34 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $862k | NEW | 34k | 25.32 |
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| At&t (T) | 0.0 | $848k | -3% | 37k | 22.77 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $840k | 9.3k | 90.42 |
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| Natural Resource Partners L Com Unit Ltd Par (NRP) | 0.0 | $804k | 7.2k | 111.00 |
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| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $783k | -2% | 45k | 17.53 |
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| Sherwin-Williams Company (SHW) | 0.0 | $771k | -4% | 2.3k | 340.02 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $767k | -5% | 1.2k | 636.03 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $738k | -2% | 3.3k | 224.35 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $715k | 34k | 21.35 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $711k | NEW | 9.4k | 75.63 |
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| Emerson Electric (EMR) | 0.0 | $709k | 5.7k | 123.93 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $704k | -2% | 577.00 | 1219.25 |
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| Waste Management (WM) | 0.0 | $694k | 3.4k | 201.75 |
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| Morgan Stanley Com New (MS) | 0.0 | $693k | -18% | 5.5k | 125.71 |
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| Public Storage (PSA) | 0.0 | $693k | 2.3k | 299.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $692k | 1.7k | 410.44 |
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| Medtronic SHS (MDT) | 0.0 | $683k | +12% | 8.6k | 79.88 |
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| Nexpoint Residential Tr (NXRT) | 0.0 | $677k | 16k | 41.75 |
|
|
| Xcel Energy (XEL) | 0.0 | $676k | -7% | 10k | 67.52 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $660k | 17k | 37.98 |
|
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $660k | 73k | 9.04 |
|
|
| Verizon Communications (VZ) | 0.0 | $658k | 17k | 39.99 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $656k | 5.0k | 131.76 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $647k | 57k | 11.29 |
|
|
| International Business Machines (IBM) | 0.0 | $647k | +2% | 2.9k | 219.82 |
|
| Alps Etf Tr Smith Core Plus (SMTH) | 0.0 | $639k | NEW | 25k | 25.52 |
|
| Oneok (OKE) | 0.0 | $634k | -8% | 6.3k | 100.41 |
|
| Paccar (PCAR) | 0.0 | $624k | 6.0k | 104.02 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $612k | -7% | 2.6k | 232.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $611k | +61% | 3.1k | 195.83 |
|
| Coca-Cola Company (KO) | 0.0 | $607k | 9.8k | 62.26 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $605k | -2% | 16k | 37.53 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $589k | +15% | 7.7k | 76.14 |
|
| Target Corporation (TGT) | 0.0 | $568k | -9% | 4.2k | 135.18 |
|
| Webster Financial Corporation (WBS) | 0.0 | $555k | -73% | 10k | 55.22 |
|
| Rivernorth Doubleline Strate (OPP) | 0.0 | $551k | -9% | 66k | 8.34 |
|
| Yum! Brands (YUM) | 0.0 | $551k | -11% | 4.1k | 134.17 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $542k | 9.3k | 58.35 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $540k | 7.0k | 76.83 |
|
|
| Williams Companies (WMB) | 0.0 | $535k | +2% | 9.9k | 54.12 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $531k | 20k | 26.33 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $512k | 3.5k | 145.35 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $505k | 14k | 36.36 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $497k | -3% | 2.4k | 206.92 |
|
| Netflix (NFLX) | 0.0 | $497k | -4% | 558.00 | 891.32 |
|
| Deere & Company (DE) | 0.0 | $495k | +10% | 1.2k | 423.55 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $490k | 12k | 39.39 |
|
|
| salesforce (CRM) | 0.0 | $485k | +2% | 1.5k | 334.33 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $477k | 38k | 12.71 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $473k | -7% | 11k | 43.95 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $471k | -9% | 1.4k | 342.16 |
|
| Synopsys (SNPS) | 0.0 | $466k | 960.00 | 485.36 |
|
|
| Ingersoll Rand (IR) | 0.0 | $462k | 5.1k | 90.46 |
|
|
| Liberty Global Com Cl A (LBTYA) | 0.0 | $456k | -18% | 36k | 12.76 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $452k | 13k | 33.79 |
|
|
| Sempra Energy (SRE) | 0.0 | $441k | 5.0k | 87.72 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $426k | -10% | 2.6k | 166.79 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $423k | -5% | 46k | 9.21 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $417k | 3.6k | 117.48 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $413k | +13% | 2.5k | 165.82 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $407k | -3% | 3.2k | 127.59 |
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $407k | 7.0k | 57.92 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $406k | 6.0k | 67.50 |
|
|
| Republic Services (RSG) | 0.0 | $405k | 2.0k | 201.18 |
|
|
| Rli (RLI) | 0.0 | $405k | 2.5k | 164.83 |
|
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $402k | 30k | 13.59 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $401k | -4% | 3.9k | 101.51 |
|
| Anthem (ELV) | 0.0 | $396k | -10% | 1.1k | 368.90 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $392k | -24% | 4.6k | 86.02 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $381k | -3% | 2.9k | 132.15 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $378k | -14% | 6.3k | 59.73 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $377k | 7.9k | 47.99 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $375k | -43% | 2.2k | 172.44 |
|
| Automatic Data Processing (ADP) | 0.0 | $374k | -12% | 1.3k | 292.73 |
|
| Union Pacific Corporation (UNP) | 0.0 | $370k | -2% | 1.6k | 228.07 |
|
| McKesson Corporation (MCK) | 0.0 | $365k | 640.00 | 569.91 |
|
|
| Analog Devices (ADI) | 0.0 | $362k | -26% | 1.7k | 212.49 |
|
| Nike CL B (NKE) | 0.0 | $358k | -2% | 4.7k | 75.67 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $356k | 3.2k | 110.25 |
|
|
| TCW Strategic Income Fund (TSI) | 0.0 | $354k | -6% | 74k | 4.81 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $352k | 6.3k | 56.26 |
|
|
| PNC Financial Services (PNC) | 0.0 | $351k | -5% | 1.8k | 192.85 |
|
| Shopify Cl A (SHOP) | 0.0 | $345k | 3.2k | 106.33 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $338k | +215% | 12k | 27.32 |
|
| Wec Energy Group (WEC) | 0.0 | $333k | 3.5k | 94.04 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $333k | -6% | 4.4k | 76.46 |
|
| Enterprise Financial Services (EFSC) | 0.0 | $331k | 5.9k | 56.40 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $329k | -7% | 5.8k | 56.56 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $329k | 4.2k | 78.01 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $329k | NEW | 4.2k | 78.65 |
|
| Goldman Sachs (GS) | 0.0 | $327k | 571.00 | 572.89 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $326k | 3.3k | 100.12 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $323k | 6.7k | 48.16 |
|
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $322k | -49% | 20k | 16.12 |
|
| Simon Property (SPG) | 0.0 | $320k | -35% | 1.9k | 172.21 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $318k | -3% | 610.00 | 521.96 |
|
| Kinder Morgan (KMI) | 0.0 | $318k | -14% | 12k | 27.40 |
|
| Nexpoint Diversified Rel Et Com New (NXDT) | 0.0 | $317k | 52k | 6.10 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $316k | +24% | 10k | 31.36 |
|
| Corteva (CTVA) | 0.0 | $313k | -2% | 5.5k | 56.96 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $310k | 545.00 | 569.58 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $310k | 6.4k | 48.31 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $310k | +8% | 1.7k | 184.88 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $301k | -4% | 24k | 12.57 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $300k | -22% | 6.3k | 47.82 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $298k | +382% | 14k | 21.16 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $296k | 7.1k | 41.90 |
|
|
| Stryker Corporation (SYK) | 0.0 | $290k | +6% | 804.00 | 360.05 |
|
| Packaging Corporation of America (PKG) | 0.0 | $288k | -11% | 1.3k | 225.13 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $283k | 543.00 | 520.23 |
|
|
| Citigroup Com New (C) | 0.0 | $282k | 4.0k | 70.38 |
|
|
| Appfolio Com Cl A (APPF) | 0.0 | $271k | 1.1k | 246.72 |
|
|
| Fastenal Company (FAST) | 0.0 | $271k | 3.8k | 71.91 |
|
|
| ConocoPhillips (COP) | 0.0 | $270k | -6% | 2.7k | 99.16 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $264k | 1.3k | 198.18 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $256k | +32% | 3.3k | 78.61 |
|
| Block Cl A (SQ) | 0.0 | $256k | -9% | 3.0k | 84.99 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $252k | 18k | 13.75 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $251k | -33% | 4.0k | 62.65 |
|
| Enbridge (ENB) | 0.0 | $250k | -11% | 5.9k | 42.43 |
|
| Intercontinental Exchange (ICE) | 0.0 | $250k | 1.7k | 149.01 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $246k | 665.00 | 369.35 |
|
|
| Cto Realty Growth (CTO) | 0.0 | $244k | 12k | 19.71 |
|
|
| FirstEnergy (FE) | 0.0 | $236k | 5.9k | 39.78 |
|
|
| Nexpoint Real Estate Fin (NREF) | 0.0 | $236k | 15k | 15.69 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $232k | 699.00 | 331.87 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $232k | +118% | 13k | 18.50 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $227k | -7% | 1.1k | 197.49 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $227k | 1.4k | 161.77 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $225k | 2.4k | 92.61 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $225k | 4.5k | 49.94 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $224k | 3.4k | 65.08 |
|
|
| Intel Corporation (INTC) | 0.0 | $224k | -13% | 11k | 20.05 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $224k | -10% | 2.6k | 85.66 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $222k | 6.4k | 34.59 |
|
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $222k | 9.3k | 23.97 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $222k | -16% | 5.0k | 44.04 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $218k | 909.00 | 240.28 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $211k | 1.6k | 132.10 |
|
|
| Fiserv (FI) | 0.0 | $211k | NEW | 1.0k | 205.42 |
|
| General Dynamics Corporation (GD) | 0.0 | $210k | 797.00 | 263.49 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $209k | 725.00 | 288.85 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $205k | 14k | 14.31 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $202k | NEW | 7.8k | 25.86 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $202k | NEW | 6.8k | 29.70 |
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $182k | 19k | 9.77 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $166k | +10% | 15k | 11.28 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $161k | 11k | 15.28 |
|
|
| Nov (NOV) | 0.0 | $156k | 11k | 14.60 |
|
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $143k | -10% | 19k | 7.45 |
|
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $136k | 12k | 10.93 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $124k | +14% | 11k | 10.81 |
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $114k | 10k | 10.94 |
|
|
| Matterport Com Cl A (MTTR) | 0.0 | $99k | 21k | 4.74 |
|
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $68k | 12k | 5.69 |
|
|
| Creative Media & Cmnty Tr Com New (CMCT) | 0.0 | $19k | 86k | 0.23 |
|
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $14k | 10k | 1.37 |
|
Past Filings by First Foundation Advisors
SEC 13F filings are viewable for First Foundation Advisors going back to 2010
- First Foundation Advisors 2024 Q4 filed Feb. 13, 2025
- First Foundation Advisors 2024 Q3 filed Nov. 14, 2024
- 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