First Foundation Advisors
Latest statistics and disclosures from First Foundation Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, iShares Gold Trust, GOOG, AMZN, DIS, and represent 28.35% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: VER (+$61M), NFLX (+$12M), PCG (+$11M), FIS (+$6.5M), NVDA, LOW, IVV, LBRDK, FISV, SONY.
- Started 57 new stock positions in IVW, XLV, CL, OKTA, BIDU, QDF, VEU, CRWD, FTNT, GUNR.
- Reduced shares in these 10 stocks: FB (-$182M), Vareit, Inc reits (-$54M), GOOG (-$16M), WFC.PL, SNAP, Gci Liberty Incorporated, BAC.PL, NRGX, KYN, CMF.
- Sold out of its positions in ARCC, AVB, AX, BAC.PL, BKT, CSII, Gci Liberty Incorporated, GBAB, KMI, TPYP. MSI, SPDW, SCHD, SNAP, TLFA, VWO, VTV, Vareit, Inc reits, WFC.PL.
- First Foundation Advisors was a net seller of stock by $-110M.
- First Foundation Advisors has $2.3B in assets under management (AUM), dropping by 4.69%.
- Central Index Key (CIK): 0001086763
Tip: Access up to 7 years of quarterly data
Positions held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for First Foundation Advisors
Companies in the First Foundation Advisors portfolio as of the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.6 | $285M | 1.3M | 222.42 | ||
| Ishares Gold Trust Ishares | 4.8 | $109M | 6.0M | 18.13 | ||
| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $99M | -13% | 56k | 1751.67 | |
| Amazon (AMZN) | 3.6 | $81M | 25k | 3257.53 | ||
| Walt Disney Company (DIS) | 2.9 | $66M | 366k | 181.18 | ||
| Vereit (VER) | 2.7 | $61M | NEW | 1.6M | 37.78 | |
| Apple (AAPL) | 2.5 | $56M | +2% | 420k | 132.69 | |
| Facebook Cl A (FB) | 2.4 | $54M | -76% | 199k | 273.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $53M | 226k | 231.91 | ||
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 2.2 | $51M | +3% | 998k | 50.82 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $48M | +2% | 135k | 356.94 | |
| Lowe's Companies (LOW) | 2.1 | $48M | +9% | 297k | 160.51 | |
| Gaming & Leisure Pptys (GLPI) | 1.8 | $42M | -2% | 981k | 42.40 | |
| Medtronic SHS (MDT) | 1.5 | $34M | 287k | 117.09 | ||
| United Parcel Service CL B (UPS) | 1.3 | $29M | +2% | 170k | 168.40 | |
| Iqvia Holdings (IQV) | 1.2 | $28M | 156k | 179.17 | ||
| JPMorgan Chase & Co. (JPM) | 1.2 | $27M | 209k | 127.07 | ||
| Philip Morris International (PM) | 1.2 | $26M | 316k | 82.77 | ||
| Qualcomm (QCOM) | 1.1 | $26M | 170k | 152.34 | ||
| Visa Com Cl A (V) | 1.1 | $25M | +6% | 114k | 218.73 | |
| Uber Technologies (UBER) | 1.1 | $25M | -2% | 485k | 51.00 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 1.0 | $24M | 569k | 41.27 | ||
| BlackRock (BLK) | 1.0 | $23M | 32k | 721.55 | ||
| Pfizer (PFE) | 1.0 | $23M | 631k | 36.81 | ||
| salesforce (CRM) | 1.0 | $23M | 103k | 222.53 | ||
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.0 | $22M | +16% | 140k | 158.38 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $21M | 399k | 52.38 | ||
| Booking Holdings (BKNG) | 0.9 | $20M | 9.1k | 2227.31 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $20M | +21% | 53k | 375.38 | |
| TJX Companies (TJX) | 0.9 | $20M | +3% | 290k | 68.26 | |
| Ball Corporation (BLL) | 0.8 | $19M | 203k | 93.18 | ||
| Enbridge (ENB) | 0.8 | $18M | +18% | 558k | 31.99 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $18M | +11% | 332k | 53.05 | |
| Aon Shs Cl A (AON) | 0.8 | $18M | +5% | 83k | 211.31 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $17M | 47k | 373.88 | ||
| UnitedHealth (UNH) | 0.7 | $17M | +5% | 48k | 350.68 | |
| Sony Corp Sponsored Adr (SONY) | 0.7 | $16M | +21% | 158k | 101.10 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $16M | 97k | 164.13 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $16M | +10% | 144k | 109.04 | |
| Starbucks Corporation (SBUX) | 0.7 | $15M | +2% | 144k | 106.98 | |
| AmerisourceBergen (ABC) | 0.7 | $15M | 151k | 97.76 | ||
| Anthem (ANTM) | 0.6 | $14M | +2% | 42k | 321.09 | |
| Lennar Corp CL B (LEN.B) | 0.6 | $14M | -2% | 221k | 61.20 | |
| Netflix (NFLX) | 0.6 | $13M | +890% | 24k | 540.75 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.6 | $13M | 268k | 49.11 | ||
| Pershing Square Tontine Hldg Com Cl A (PSTH) | 0.5 | $12M | -5% | 422k | 27.68 | |
| PG&E Corporation (PCG) | 0.5 | $12M | +866% | 936k | 12.47 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.5 | $11M | -11% | 171k | 62.83 | |
| Amgen (AMGN) | 0.4 | $10M | +2% | 43k | 229.92 | |
| CarMax (KMX) | 0.4 | $9.4M | +2% | 99k | 94.46 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $8.8M | 74k | 118.19 | ||
| Pico Hldgs Com New | 0.4 | $8.7M | 931k | 9.35 | ||
| CenturyLink | 0.4 | $8.0M | +4% | 823k | 9.75 | |
| Alexandria Real Estate Equities (ARE) | 0.3 | $7.6M | +5% | 43k | 178.21 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $7.4M | 22k | 343.69 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $7.3M | 4.1k | 1752.15 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $7.1M | +30% | 74k | 97.13 | |
| Lyft Cl A Com (LYFT) | 0.3 | $7.1M | 145k | 49.13 | ||
| Nuveen California Municipal Value Fund (NCA) | 0.3 | $7.0M | -6% | 648k | 10.80 | |
| Fidelity National Information Services (FIS) | 0.3 | $6.7M | +2573% | 48k | 141.45 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $6.4M | 84k | 75.69 | ||
| NVIDIA Corporation (NVDA) | 0.3 | $5.9M | +395% | 11k | 522.23 | |
| Pimco Dynamic Cr Income Com Shs (PCI) | 0.3 | $5.7M | 268k | 21.20 | ||
| Honeywell International (HON) | 0.3 | $5.7M | 27k | 212.71 | ||
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.2 | $5.6M | -6% | 371k | 15.16 | |
| Fiserv (FISV) | 0.2 | $5.5M | +129% | 48k | 113.86 | |
| TCW Strategic Income Fund (TSI) | 0.2 | $5.5M | -6% | 961k | 5.69 | |
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.2 | $5.3M | -3% | 195k | 26.96 | |
| Berkshire Hathaway Cl A (BRK.A) | 0.2 | $5.2M | 15.00 | 347800.00 | ||
| Costco Wholesale Corporation (COST) | 0.2 | $5.2M | +24% | 14k | 376.79 | |
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.2 | $5.2M | -11% | 318k | 16.29 | |
| Tesla Motors (TSLA) | 0.2 | $5.1M | +17% | 7.2k | 705.66 | |
| Rivernorth Doubleline Strate (OPP) | 0.2 | $4.8M | 338k | 14.32 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $4.8M | +9% | 47k | 102.04 | |
| Johnson & Johnson (JNJ) | 0.2 | $4.5M | 29k | 157.38 | ||
| Home Depot (HD) | 0.2 | $4.3M | +6% | 16k | 265.62 | |
| Nuveen Build Amer Bd (NBB) | 0.2 | $4.1M | -4% | 173k | 23.75 | |
| Doubleline Opportunistic Cr (DBL) | 0.2 | $4.0M | +6% | 206k | 19.65 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.0M | 19k | 206.78 | ||
| Chevron Corporation (CVX) | 0.2 | $4.0M | -8% | 47k | 84.45 | |
| CVS Caremark Corporation (CVS) | 0.2 | $3.9M | +167% | 57k | 68.30 | |
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $3.8M | 134k | 28.66 | ||
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $3.7M | 75k | 49.28 | ||
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.2 | $3.7M | -16% | 247k | 15.00 | |
| Doubleline Income Solutions (DSL) | 0.2 | $3.6M | +21% | 220k | 16.58 | |
| Pimco Enrgy Tactical Cr Opp Com Shs Ben Int (NRGX) | 0.2 | $3.6M | -30% | 443k | 8.08 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.2 | $3.6M | 66k | 54.07 | ||
| Procter & Gamble Company (PG) | 0.2 | $3.5M | +2% | 26k | 139.14 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.5M | +5% | 42k | 84.92 | |
| Gilead Sciences (GILD) | 0.2 | $3.5M | 61k | 58.25 | ||
| Texas Pac Ld Tr Sub Ctf Prop I T | 0.2 | $3.4M | -21% | 4.7k | 727.04 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.4M | -2% | 19k | 178.36 | |
| Sterling Bancorp (STL) | 0.1 | $3.3M | 185k | 17.98 | ||
| Broadcom (AVGO) | 0.1 | $3.2M | +9% | 7.3k | 437.89 | |
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.1 | $3.2M | +46% | 51k | 61.99 | |
| McDonald's Corporation (MCD) | 0.1 | $3.0M | -3% | 14k | 214.55 | |
| Liberty Media Corp Del Com Ser A Frmla (FWONA) | 0.1 | $3.0M | -21% | 78k | 37.98 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $3.0M | -9% | 201k | 14.71 | |
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.1 | $3.0M | -8% | 115k | 25.68 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.9M | +47% | 46k | 62.05 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.9M | 33k | 86.22 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.8M | +29% | 9.0k | 313.72 | |
| Ishares Tr Msci Usa Multift (LRGF) | 0.1 | $2.8M | -2% | 75k | 37.68 | |
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.1 | $2.8M | +14% | 66k | 42.74 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.1 | $2.8M | -10% | 222k | 12.53 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.8M | +9% | 40k | 69.09 | |
| Eaton Vance Calif Mun Incom Sh Ben Int (CEV) | 0.1 | $2.8M | -9% | 201k | 13.70 | |
| Dupont De Nemours (DD) | 0.1 | $2.7M | -28% | 38k | 71.10 | |
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $2.7M | NEW | 55k | 49.43 | |
| Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.1 | $2.6M | -10% | 185k | 14.23 | |
| Diageo Spon Adr New (DEO) | 0.1 | $2.6M | 16k | 158.79 | ||
| Blackrock Muniyield California Ins Fund (MCA) | 0.1 | $2.5M | -11% | 170k | 14.96 | |
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.1 | $2.5M | -9% | 412k | 6.11 | |
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.1 | $2.5M | -11% | 158k | 15.76 | |
| S&p Global (SPGI) | 0.1 | $2.5M | +16% | 7.5k | 328.69 | |
| BlackRock MuniYield California Fund (MYC) | 0.1 | $2.5M | -10% | 167k | 14.79 | |
| Flexshares Tr Intl Qltdv Idx (IQDF) | 0.1 | $2.4M | NEW | 101k | 24.16 | |
| Paypal Holdings (PYPL) | 0.1 | $2.4M | +36% | 10k | 234.17 | |
| Analog Devices (ADI) | 0.1 | $2.4M | +10% | 16k | 147.73 | |
| Etf Ser Solutions Point Bridge Gop (MAGA) | 0.1 | $2.3M | 77k | 29.66 | ||
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.1 | $2.3M | -13% | 172k | 13.23 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $2.3M | 14k | 167.77 | ||
| Brown Forman Corp CL B (BF.B) | 0.1 | $2.2M | 28k | 79.45 | ||
| Blackrock Ltd Duration Inc T Com Shs (BLW) | 0.1 | $2.2M | -12% | 137k | 15.92 | |
| Eaton Vance Municipal Bond Fund (EIM) | 0.1 | $2.2M | -5% | 160k | 13.60 | |
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.1 | $2.2M | +8% | 57k | 38.16 | |
| Public Storage (PSA) | 0.1 | $2.2M | -4% | 9.4k | 230.98 | |
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $2.1M | -4% | 43k | 49.90 | |
| Neuberger Ber. CA Intermediate Muni Fund (NBW) | 0.1 | $2.1M | -7% | 157k | 13.60 | |
| New Amer High Income Com New (HYB) | 0.1 | $2.1M | -11% | 244k | 8.68 | |
| Canadian Natl Ry (CNI) | 0.1 | $2.1M | -29% | 19k | 109.84 | |
| Pepsi (PEP) | 0.1 | $2.1M | +6% | 14k | 148.33 | |
| Intercontinental Exchange (ICE) | 0.1 | $2.0M | +2% | 18k | 115.30 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | 49k | 41.22 | ||
| Dow (DOW) | 0.1 | $2.0M | -27% | 36k | 55.51 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.9M | +120% | 8.4k | 232.72 | |
| At&t (T) | 0.1 | $1.9M | +13% | 67k | 28.77 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $1.8M | +9% | 56k | 31.90 | |
| Edwards Lifesciences (EW) | 0.1 | $1.7M | +40% | 19k | 91.23 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.7M | +452% | 67k | 25.66 | |
| Intel Corporation (INTC) | 0.1 | $1.7M | +53% | 35k | 49.82 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $1.7M | 18k | 94.47 | ||
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.1 | $1.6M | +31% | 73k | 22.10 | |
| Cisco Systems (CSCO) | 0.1 | $1.6M | +9% | 36k | 44.76 | |
| Nike CL B (NKE) | 0.1 | $1.6M | +6% | 11k | 141.48 | |
| Boeing Company (BA) | 0.1 | $1.6M | +15% | 7.6k | 214.01 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $1.6M | NEW | 50k | 32.54 | |
| Pgim Short Duration High Yie (ISD) | 0.1 | $1.6M | 106k | 15.01 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | 4.4k | 354.89 | ||
| Coca-Cola Company (KO) | 0.1 | $1.6M | 29k | 54.85 | ||
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.1 | $1.6M | -19% | 129k | 12.11 | |
| Crown Castle Intl (CCI) | 0.1 | $1.5M | +8% | 9.6k | 159.20 | |
| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.5M | -13% | 63k | 23.94 | |
| Merck & Co (MRK) | 0.1 | $1.5M | +3% | 18k | 81.79 | |
| Kayne Anderson MLP Investment (KYN) | 0.1 | $1.5M | -51% | 252k | 5.75 | |
| Corteva (CTVA) | 0.1 | $1.4M | -26% | 37k | 38.73 | |
| Verizon Communications (VZ) | 0.1 | $1.4M | +17% | 25k | 58.74 | |
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.1 | $1.4M | -22% | 228k | 6.33 | |
| Skyworks Solutions (SWKS) | 0.1 | $1.4M | -4% | 9.3k | 152.86 | |
| Baxter International (BAX) | 0.1 | $1.4M | 17k | 80.25 | ||
| Nuveen Calif Select Tax Free Sh Ben Int (NXC) | 0.1 | $1.4M | -11% | 85k | 16.15 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | +85% | 2.8k | 500.18 | |
| Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.1 | $1.4M | -11% | 116k | 11.75 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | -15% | 9.2k | 144.15 | |
| Blackrock Multi-sector Incom other (BIT) | 0.1 | $1.3M | -10% | 75k | 17.54 | |
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $1.3M | +24% | 24k | 53.67 | |
| Bank of America Corporation (BAC) | 0.1 | $1.3M | -12% | 41k | 30.31 | |
| Nextera Energy (NEE) | 0.1 | $1.2M | +374% | 16k | 77.14 | |
| Waste Management (WM) | 0.1 | $1.2M | +25% | 11k | 117.90 | |
| Equity Lifestyle Properties (ELS) | 0.1 | $1.2M | +56% | 19k | 63.39 | |
| Goldman Sachs (GS) | 0.1 | $1.2M | -50% | 4.7k | 263.59 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.2M | 25k | 49.40 | ||
| Dollar Tree (DLTR) | 0.1 | $1.2M | +26% | 11k | 108.02 | |
| Flaherty & Crumrine Dyn P SHS (DFP) | 0.1 | $1.2M | -8% | 41k | 29.07 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | -5% | 11k | 109.49 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $1.1M | +90% | 4.3k | 266.17 | |
| Abbvie (ABBV) | 0.1 | $1.1M | +2% | 11k | 107.14 | |
| PCM Fund (PCM) | 0.0 | $1.1M | 105k | 10.73 | ||
| Caterpillar (CAT) | 0.0 | $1.1M | +3% | 6.0k | 181.98 | |
| Vulcan Materials Company (VMC) | 0.0 | $1.1M | -29% | 7.3k | 148.24 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.1M | -19% | 7.8k | 138.08 | |
| Eaton Vance Mun Income 2028 SHS (ETX) | 0.0 | $1.1M | 46k | 23.42 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.1M | +105% | 1.3k | 817.84 | |
| Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 17k | 62.02 | ||
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $1.0M | 9.2k | 113.09 | ||
| Servicenow (NOW) | 0.0 | $1.0M | +184% | 1.9k | 550.26 | |
| Union Pacific Corporation (UNP) | 0.0 | $1.0M | +50% | 5.0k | 208.17 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $1.0M | 27k | 37.50 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $1.0M | -10% | 14k | 71.48 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.0M | +9% | 12k | 83.26 | |
| Keysight Technologies (KEYS) | 0.0 | $1.0M | +98% | 7.6k | 132.03 | |
| Rockwell Automation (ROK) | 0.0 | $998k | -4% | 4.0k | 250.82 | |
| Kayne Anderson Mdstm Energy (KMF) | 0.0 | $970k | -38% | 169k | 5.75 | |
| Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.0 | $969k | -18% | 39k | 25.00 | |
| PNC Financial Services (PNC) | 0.0 | $947k | -23% | 6.4k | 148.97 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $933k | +4% | 2.0k | 465.80 | |
| Docusign (DOCU) | 0.0 | $927k | +36% | 4.2k | 222.41 | |
| Intuit (INTU) | 0.0 | $918k | +161% | 2.4k | 379.81 | |
| SYSCO Corporation (SYY) | 0.0 | $912k | +109% | 12k | 74.29 | |
| Kkr & Co (KKR) | 0.0 | $912k | 23k | 40.50 | ||
| Norfolk Southern (NSC) | 0.0 | $907k | -10% | 3.8k | 237.68 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $901k | +7% | 3.5k | 261.16 | |
| Ishares Tr Cmbs Etf (CMBS) | 0.0 | $866k | +8% | 16k | 55.36 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $864k | +16% | 2.2k | 384.17 | |
| Armstrong World Industries (AWI) | 0.0 | $859k | -19% | 12k | 74.42 | |
| Equity Comwlth Com Sh Ben Int (EQC) | 0.0 | $854k | NEW | 31k | 27.29 | |
| Altria (MO) | 0.0 | $836k | +10% | 20k | 41.00 | |
| International Business Machines (IBM) | 0.0 | $835k | +4% | 6.6k | 125.85 | |
| Yum! Brands (YUM) | 0.0 | $812k | -2% | 7.5k | 108.61 | |
| Las Vegas Sands (LVS) | 0.0 | $811k | -17% | 14k | 59.60 | |
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.0 | $799k | +355% | 82k | 9.73 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $799k | +4% | 14k | 58.46 | |
| Liberty Global Shs Cl A (LBTYA) | 0.0 | $790k | NEW | 33k | 24.23 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $788k | 3.3k | 241.05 | ||
| Martin Marietta Materials (MLM) | 0.0 | $778k | -42% | 2.7k | 283.84 | |
| Danaher Corporation (DHR) | 0.0 | $772k | +14% | 3.5k | 222.09 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $768k | NEW | 6.6k | 117.04 | |
| Lululemon Athletica (LULU) | 0.0 | $767k | +108% | 2.2k | 347.85 | |
| Lam Research Corporation (LRCX) | 0.0 | $762k | -14% | 1.6k | 472.41 | |
| Starwood Property Trust (STWD) | 0.0 | $758k | -29% | 39k | 19.29 | |
| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $757k | +6% | 65k | 11.62 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $754k | +10% | 26k | 29.49 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $749k | 3.0k | 253.47 | ||
| Workday Cl A (WDAY) | 0.0 | $742k | +161% | 3.1k | 239.51 | |
| Fortinet (FTNT) | 0.0 | $734k | NEW | 4.9k | 148.61 | |
| Woodward Governor Company (WWD) | 0.0 | $730k | 6.0k | 121.50 | ||
| Cintas Corporation (CTAS) | 0.0 | $724k | +184% | 2.0k | 353.52 | |
| Retail Opportunity Investments (ROIC) | 0.0 | $722k | -34% | 54k | 13.39 | |
| IDEXX Laboratories (IDXX) | 0.0 | $718k | NEW | 1.4k | 500.00 | |
| Oracle Corporation (ORCL) | 0.0 | $703k | +3% | 11k | 64.70 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $694k | NEW | 13k | 53.75 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $685k | +157% | 2.5k | 272.37 | |
| Nexpoint Residential Tr (NXRT) | 0.0 | $682k | 16k | 42.33 | ||
| Colony Cap Cl A Com | 0.0 | $678k | +5% | 141k | 4.81 | |
| Osi Etf Tr Oshs Gbl Inter (OGIG) | 0.0 | $673k | +34% | 12k | 54.27 | |
| Enterprise Products Partners (EPD) | 0.0 | $667k | -7% | 34k | 19.61 | |
| Target Corporation (TGT) | 0.0 | $658k | -4% | 3.7k | 176.45 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $651k | NEW | 5.1k | 128.38 | |
| MarketAxess Holdings (MKTX) | 0.0 | $650k | +160% | 1.1k | 570.68 | |
| Invesco Van Kampen Dyn Cr Opp Fund (VTA) | 0.0 | $647k | -21% | 60k | 10.75 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $631k | +71% | 66k | 9.50 | |
| Brunswick Corporation (BC) | 0.0 | $627k | -3% | 8.2k | 76.27 | |
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.0 | $625k | +2% | 24k | 26.62 | |
| 3M Company (MMM) | 0.0 | $608k | 3.5k | 174.81 | ||
| Cohen & Steers REIT/P (RNP) | 0.0 | $604k | -29% | 26k | 22.84 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $593k | 3.7k | 160.79 | ||
| Emerson Electric (EMR) | 0.0 | $580k | 7.2k | 80.37 | ||
| The Trade Desk Com Cl A (TTD) | 0.0 | $578k | NEW | 721.00 | 801.66 | |
| Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $572k | 44k | 13.03 | ||
| Bank of New York Mellon Corporation (BK) | 0.0 | $566k | -5% | 13k | 42.44 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $559k | NEW | 1.2k | 483.41 | |
| First American Financial (FAF) | 0.0 | $534k | -7% | 10k | 51.61 | |
| Dominion Resources (D) | 0.0 | $529k | +6% | 7.0k | 75.24 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $527k | -3% | 7.7k | 68.61 | |
| Invesco Insured Municipal Income Trust (IIM) | 0.0 | $526k | 34k | 15.66 | ||
| Autodesk (ADSK) | 0.0 | $525k | NEW | 1.7k | 305.41 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $519k | +158% | 11k | 48.59 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $517k | 4.0k | 129.93 | ||
| Zoom Video Communications In Cl A (ZM) | 0.0 | $510k | NEW | 1.5k | 337.08 | |
| American Tower Reit (AMT) | 0.0 | $509k | +33% | 2.3k | 224.43 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $503k | 33k | 15.09 | ||
| LKQ Corporation (LKQ) | 0.0 | $500k | NEW | 14k | 35.24 | |
| American Water Works (AWK) | 0.0 | $495k | +19% | 3.2k | 153.44 | |
| Alliant Energy Corporation (LNT) | 0.0 | $484k | -10% | 9.4k | 51.54 | |
| Stag Industrial (STAG) | 0.0 | $484k | +28% | 15k | 31.35 | |
| Wells Fargo & Company (WFC) | 0.0 | $474k | -8% | 16k | 30.21 | |
| Pimco Income Strategy Fund II (PFN) | 0.0 | $463k | -9% | 47k | 9.94 | |
| Oaktree Strategic Income Cor | 0.0 | $460k | 59k | 7.74 | ||
| Ishares Silver Tr Ishares (SLV) | 0.0 | $455k | 19k | 24.57 | ||
| Walker & Dunlop (WD) | 0.0 | $453k | NEW | 4.9k | 92.07 | |
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $452k | NEW | 13k | 33.98 | |
| Colony Cr Real Estate Com Cl A | 0.0 | $450k | NEW | 60k | 7.50 | |
| Match Group (MTCH) | 0.0 | $450k | +13% | 3.0k | 151.26 | |
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $449k | -31% | 113k | 3.98 | |
| Zoetis Cl A (ZTS) | 0.0 | $446k | +26% | 2.7k | 165.55 | |
| Activision Blizzard (ATVI) | 0.0 | $445k | +43% | 4.8k | 92.90 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $444k | +17% | 8.2k | 54.02 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $443k | +12% | 4.9k | 90.91 | |
| Ecolab (ECL) | 0.0 | $442k | +24% | 2.0k | 216.14 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $440k | -26% | 36k | 12.40 | |
| Automatic Data Processing (ADP) | 0.0 | $439k | +16% | 2.5k | 176.02 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $439k | NEW | 1.9k | 229.84 | |
| Pimco Municipal Income Fund II (PML) | 0.0 | $437k | 31k | 14.29 | ||
| Cigna Corp (CI) | 0.0 | $431k | +10% | 2.1k | 208.21 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $416k | +12% | 5.7k | 72.88 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $413k | -24% | 11k | 36.79 | |
| Sotera Health (SHC) | 0.0 | $409k | NEW | 15k | 27.46 | |
| Pimco Dynamic Income SHS (PDI) | 0.0 | $404k | 15k | 26.40 | ||
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $403k | -34% | 16k | 25.81 | |
| American Express Company (AXP) | 0.0 | $401k | +6% | 3.3k | 120.89 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.0 | $399k | +3% | 7.4k | 54.12 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $390k | -15% | 6.6k | 59.35 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $388k | +11% | 4.2k | 91.88 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $387k | -13% | 12k | 32.80 | |
| Southwest Airlines (LUV) | 0.0 | $387k | -5% | 8.3k | 46.66 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $386k | -18% | 4.4k | 87.29 | |
| Illumina (ILMN) | 0.0 | $385k | +32% | 1.0k | 369.84 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $385k | +76% | 12k | 33.51 | |
| Microchip Technology (MCHP) | 0.0 | $383k | +3% | 2.8k | 138.07 | |
| Blackstone Group Com Cl A (BX) | 0.0 | $383k | +9% | 5.9k | 64.74 | |
| Applied Materials (AMAT) | 0.0 | $381k | +11% | 4.4k | 86.36 | |
| Paccar (PCAR) | 0.0 | $380k | +6% | 4.4k | 86.34 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $377k | 21k | 17.83 | ||
| Electronic Arts (EA) | 0.0 | $369k | +10% | 2.6k | 143.64 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $369k | +6% | 558.00 | 661.29 | |
| Align Technology (ALGN) | 0.0 | $363k | -20% | 679.00 | 534.61 | |
| AMREP Corporation (AXR) | 0.0 | $362k | -77% | 43k | 8.44 | |
| Realty Income (O) | 0.0 | $361k | 5.8k | 62.19 | ||
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $360k | -62% | 26k | 13.88 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $351k | 2.6k | 136.74 | ||
| Citigroup Com New (C) | 0.0 | $350k | +5% | 5.7k | 61.61 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $347k | +7% | 3.0k | 116.99 | |
| Invitation Homes (INVH) | 0.0 | $346k | -6% | 12k | 29.73 | |
| Sherwin-Williams Company (SHW) | 0.0 | $345k | +16% | 469.00 | 735.61 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $343k | 6.6k | 51.74 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $342k | -51% | 1.8k | 194.54 | |
| Unilever Spon Adr New (UL) | 0.0 | $342k | -11% | 5.7k | 60.34 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $335k | 3.1k | 108.06 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $332k | +99% | 4.6k | 71.47 | |
| Rli (RLI) | 0.0 | $332k | 3.2k | 104.30 | ||
| General Electric Company (GE) | 0.0 | $329k | +7% | 31k | 10.79 | |
| Linde SHS (LIN) | 0.0 | $329k | NEW | 1.2k | 263.41 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $328k | 4.7k | 69.83 | ||
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $327k | 21k | 15.38 | ||
| General Motors Company (GM) | 0.0 | $325k | +7% | 7.8k | 41.64 | |
| Cdw (CDW) | 0.0 | $320k | 2.4k | 131.96 | ||
| Eaton Vance Floating-Rate Income Trust (EFT) | 0.0 | $317k | -13% | 24k | 13.16 | |
| Nexpoint Strategic Opportes Com New (NHF) | 0.0 | $317k | 30k | 10.52 | ||
| Micron Technology (MU) | 0.0 | $314k | NEW | 4.2k | 75.26 | |
| Republic Services (RSG) | 0.0 | $312k | -11% | 3.2k | 96.18 | |
| Glacier Ban (GBCI) | 0.0 | $309k | 6.7k | 45.95 | ||
| Paychex (PAYX) | 0.0 | $309k | +6% | 3.3k | 93.24 | |
| Paycom Software (PAYC) | 0.0 | $309k | NEW | 684.00 | 451.75 | |
| McKesson Corporation (MCK) | 0.0 | $308k | 1.8k | 174.01 | ||
| Robert Half International (RHI) | 0.0 | $308k | +8% | 4.9k | 62.41 | |
| Synopsys (SNPS) | 0.0 | $307k | +4% | 1.2k | 259.07 | |
| W.W. Grainger (GWW) | 0.0 | $296k | NEW | 724.00 | 408.84 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $296k | NEW | 1.4k | 211.73 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $294k | NEW | 1.0k | 286.55 | |
| American Airls (AAL) | 0.0 | $294k | NEW | 19k | 15.79 | |
| Aberdeen Std Platinum Etf Tr Physcl Platm Shs (PPLT) | 0.0 | $293k | 2.9k | 100.76 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $292k | +10% | 1.7k | 168.98 | |
| Wix SHS (WIX) | 0.0 | $288k | NEW | 1.2k | 250.00 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $287k | -20% | 17k | 16.80 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $283k | -10% | 2.7k | 105.79 | |
| Sempra Energy (SRE) | 0.0 | $279k | +8% | 2.2k | 127.63 | |
| Dex (DXCM) | 0.0 | $275k | NEW | 744.00 | 369.62 | |
| General Mills (GIS) | 0.0 | $274k | +5% | 4.7k | 58.77 | |
| Voya Prime Rate Tr Sh Ben Int | 0.0 | $270k | -48% | 60k | 4.47 | |
| Twilio Cl A (TWLO) | 0.0 | $268k | NEW | 793.00 | 337.96 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $267k | -15% | 2.1k | 127.57 | |
| Annaly Capital Management (NLY) | 0.0 | $266k | 32k | 8.45 | ||
| Hubspot (HUBS) | 0.0 | $258k | NEW | 650.00 | 396.92 | |
| Zimmer Holdings (ZBH) | 0.0 | $254k | -32% | 1.7k | 153.85 | |
| Atlassian Corp Cl A (TEAM) | 0.0 | $253k | NEW | 1.1k | 234.26 | |
| Wells Fargo Adv Multi-Sector Inco Fund (ERC) | 0.0 | $250k | -7% | 21k | 12.13 | |
| Okta Cl A (OKTA) | 0.0 | $248k | NEW | 974.00 | 254.62 | |
| Indexiq Etf Tr Iq Ench Cor Pl | 0.0 | $247k | -9% | 12k | 20.04 | |
| Prologis (PLD) | 0.0 | $245k | -4% | 2.5k | 99.51 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $244k | 2.5k | 96.25 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $239k | NEW | 2.8k | 85.63 | |
| Williams Companies (WMB) | 0.0 | $238k | -13% | 12k | 20.03 | |
| Metropcs Communications (TMUS) | 0.0 | $236k | NEW | 1.8k | 134.78 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $230k | +3% | 2.5k | 92.82 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $228k | +5% | 1.7k | 135.07 | |
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $228k | NEW | 1.2k | 194.87 | |
| Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $227k | 18k | 12.83 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $226k | NEW | 5.7k | 39.92 | |
| Dollar General (DG) | 0.0 | $226k | NEW | 1.1k | 210.62 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $225k | 9.0k | 25.06 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $224k | NEW | 3.8k | 58.49 | |
| American Fin Tr Com Class A (AFIN) | 0.0 | $224k | 30k | 7.44 | ||
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.0 | $222k | -71% | 6.7k | 33.27 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $222k | NEW | 1.0k | 216.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $220k | NEW | 1.1k | 196.25 | |
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $218k | 14k | 16.10 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $217k | NEW | 1.9k | 113.61 | |
| Fastenal Company (FAST) | 0.0 | $213k | NEW | 4.4k | 48.86 | |
| Deere & Company (DE) | 0.0 | $212k | NEW | 789.00 | 268.69 | |
| Stryker Corporation (SYK) | 0.0 | $212k | -22% | 865.00 | 245.09 | |
| Guardant Health (GH) | 0.0 | $210k | NEW | 1.6k | 129.15 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $208k | NEW | 4.1k | 50.51 | |
| Shopify Cl A (SHOP) | 0.0 | $208k | NEW | 184.00 | 1130.43 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $207k | NEW | 3.7k | 56.53 | |
| First Republic Bank/san F (FRC) | 0.0 | $206k | NEW | 1.4k | 146.93 | |
| Jacobs Engineering (J) | 0.0 | $205k | NEW | 1.9k | 108.87 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $204k | NEW | 3.2k | 63.67 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $202k | NEW | 2.9k | 70.19 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.0 | $201k | NEW | 793.00 | 253.47 | |
| Royce Micro Capital Trust (RMT) | 0.0 | $201k | -2% | 20k | 10.13 | |
| Nuveen Intermediate (NID) | 0.0 | $201k | 15k | 13.90 | ||
| BlackRock MuniHolding Insured Investm (MFL) | 0.0 | $200k | -55% | 14k | 14.06 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $200k | NEW | 6.0k | 33.46 | |
| Highland Fds I Hi Ld Iboxx Srln (SNLN) | 0.0 | $190k | -10% | 12k | 16.03 | |
| Nuveen Int Dur Qual Mun Trm (NIQ) | 0.0 | $188k | 13k | 14.72 | ||
| Pure Cycle Corp Com New (PCYO) | 0.0 | $185k | NEW | 17k | 11.21 | |
| Iamgold Corp (IAG) | 0.0 | $164k | 45k | 3.67 | ||
| National-Oilwell Var | 0.0 | $152k | -7% | 11k | 13.74 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $143k | +12% | 12k | 11.85 | |
| Ford Motor Company (F) | 0.0 | $139k | +11% | 16k | 8.82 | |
| People's United Financial (PBCT) | 0.0 | $138k | NEW | 11k | 12.91 | |
| Nuveen Real (JRI) | 0.0 | $137k | -33% | 10k | 13.51 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $137k | +48% | 22k | 6.18 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $107k | -62% | 19k | 5.59 | |
| Calamos Global Dynamic Income Fund (CHW) | 0.0 | $96k | 10k | 9.60 | ||
| Tanzanian Gold Corp (TRX) | 0.0 | $77k | 117k | 0.66 | ||
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $76k | 22k | 3.53 | ||
| Prospect Capital Corporation (PSEC) | 0.0 | $70k | 13k | 5.41 | ||
| Oxford Square Ca (OXSQ) | 0.0 | $31k | 10k | 3.06 | ||
| Eros Stx Global Corporation Shs New (ESGC) | 0.0 | $20k | 11k | 1.78 |
Past Filings by First Foundation Advisors
SEC 13F filings are viewable for First Foundation Advisors going back to 2010
- First Foundation Advisors 2020 Q4 filed Feb. 16, 2021
- First Foundation Advisors 2020 Q3 filed Nov. 12, 2020
- First Foundation Advisors 2020 Q2 filed Aug. 14, 2020
- First Foundation Advisors 2020 Q1 filed May 11, 2020
- First Foundation Advisors 2019 Q4 filed Feb. 11, 2020
- First Foundation Advisors 2019 Q3 filed Nov. 12, 2019
- First Foundation Advisors 2019 Q2 filed Aug. 14, 2019
- First Foundation Advisors 2019 Q1 filed May 13, 2019
- First Foundation Advisors 2018 Q4 filed Feb. 14, 2019
- First Foundation A