First Foundation Advisors

Latest statistics and disclosures from First Foundation Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for First Foundation Advisors

First Foundation Advisors holds 400 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.1 $295M 1.2M 239.82
Alphabet Cap Stk Cl C (GOOG) 3.6 $76M -2% 858k 88.73
United Parcel Service CL B (UPS) 3.1 $64M 369k 173.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $60M 194k 308.90
Apple (AAPL) 2.6 $54M -11% 419k 129.93
Ishares Tr Core S&p500 Etf (IVV) 2.3 $48M +50% 124k 384.21
Ishares Tr Core Msci Eafe (IEFA) 2.2 $46M +20% 739k 61.64
Mastercard Incorporated Cl A (MA) 2.0 $41M -4% 119k 347.73
Amazon (AMZN) 1.9 $40M -15% 475k 84.00
Philip Morris International (PM) 1.7 $36M +15% 351k 101.21
Canadian Pacific Railway (CP) 1.6 $33M +23% 436k 74.59
Danaher Corporation (DHR) 1.5 $31M -7% 118k 265.42
UnitedHealth (UNH) 1.5 $31M -20% 59k 530.18
JPMorgan Chase & Co. (JPM) 1.5 $31M -5% 232k 134.10

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Walt Disney Company (DIS) 1.4 $30M -7% 346k 86.88
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.4 $30M +28% 390k 76.13
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.4 $30M +16% 455k 64.91
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.4 $28M +12% 562k 50.53
Charles Schwab Corporation (SCHW) 1.3 $28M 338k 83.26
Chevron Corporation (CVX) 1.3 $26M +27% 146k 179.49
Meta Platforms Cl A (META) 1.2 $25M -14% 205k 120.34
Ishares Core Msci Emkt (IEMG) 1.2 $24M -13% 518k 46.70
Lowe's Companies (LOW) 1.2 $24M -14% 121k 199.24
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $24M +43% 349k 67.45
Realty Income (O) 1.0 $22M -56% 340k 63.43
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.0 $21M -19% 425k 50.13
Ishares Tr Russell 2000 Etf (IWM) 1.0 $20M +87% 116k 174.36
Texas Pacific Land Corp (TPL) 1.0 $20M -45% 8.5k 2344.20
Brookfield Corp Cl A Ltd Vt Sh 0.9 $20M NEW 628k 31.46
AmerisourceBergen (ABC) 0.9 $19M -3% 114k 165.71
Qualcomm (QCOM) 0.8 $18M 161k 109.94
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.8 $16M +30% 570k 28.78
Linde SHS (LIN) 0.8 $16M -8% 50k 326.18
Edwards Lifesciences (EW) 0.8 $16M +20% 214k 74.61
Texas Instruments Incorporated (TXN) 0.8 $16M -18% 96k 165.22
Suncor Energy (SU) 0.7 $16M NEW 492k 31.73
Ishares Gold Tr Ishares New (IAU) 0.7 $15M -36% 441k 34.59
Rexford Industrial Realty Inc reit (REXR) 0.7 $15M -7% 274k 54.64
Liberty Media Corp Del Com Ser A Frmla (FWONA) 0.7 $14M -3% 261k 53.43
Amphenol Corp Cl A (APH) 0.7 $14M +2% 182k 76.14
CVS Caremark Corporation (CVS) 0.7 $14M +3% 148k 93.19
Laboratory Corp Amer Hldgs Com New (LH) 0.6 $13M +2102% 56k 235.48
MGM Resorts International. (MGM) 0.6 $13M +3% 386k 33.53
Applied Materials (AMAT) 0.6 $13M -18% 131k 97.38
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.6 $13M +72% 79k 158.41
Uber Technologies (UBER) 0.6 $13M -17% 504k 24.73
Advanced Micro Devices (AMD) 0.6 $12M 188k 64.77
Rentokil Initial Sponsored Adr (RTO) 0.6 $12M NEW 375k 30.81
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $12M +150% 136k 84.80
Domino's Pizza (DPZ) 0.5 $11M -5% 33k 346.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $11M -6% 29k 382.43
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.5 $11M -18% 288k 37.56
Parker-Hannifin Corporation (PH) 0.5 $11M +8% 37k 291.00
Blackstone Group Inc Com Cl A (BX) 0.5 $10M -6% 140k 74.19
Ball Corporation (BALL) 0.5 $9.8M -15% 191k 51.14
Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $9.4M +31% 168k 56.11
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.4 $9.2M +63% 168k 54.61
Aon Shs Cl A (AON) 0.4 $8.9M -10% 30k 300.14
CarMax (KMX) 0.4 $8.9M +410% 146k 60.89
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $8.7M +4% 159k 54.49
TJX Companies (TJX) 0.4 $8.5M -67% 107k 79.60
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.4 $8.4M 297k 28.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $8.1M +12% 23k 351.35
Phillips Edison & Co Common Stock (PECO) 0.4 $7.9M -80% 248k 31.84
Visa Com Cl A (V) 0.4 $7.6M -13% 37k 207.76
Pfizer (PFE) 0.3 $7.3M -6% 142k 51.24
Alexandria Real Estate Equities (ARE) 0.3 $7.1M +3% 49k 145.67
Johnson & Johnson (JNJ) 0.3 $7.1M +11% 40k 176.65
Costco Wholesale Corporation (COST) 0.3 $7.0M 15k 456.50
Ready Cap Corp Com reit (RC) 0.3 $6.9M 615k 11.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $6.2M +464% 29k 214.24
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.1M -27% 63k 96.99
Alphabet Cap Stk Cl A (GOOGL) 0.3 $5.9M -2% 67k 88.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $5.3M +179% 66k 81.17
Madison Square Grdn Entertnm Cl A (MSGE) 0.3 $5.3M +48% 117k 44.97
Gilead Sciences (GILD) 0.2 $5.2M -2% 60k 85.85
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $5.2M 11.00 468711.00
Anthem (ELV) 0.2 $5.0M -20% 9.7k 512.98
Home Depot (HD) 0.2 $4.9M +6% 16k 315.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $4.3M +84% 16k 266.29
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $4.3M -31% 104k 40.89
NVIDIA Corporation (NVDA) 0.2 $4.2M -18% 29k 146.14
Broadcom (AVGO) 0.2 $4.2M -10% 7.4k 559.14
Merck & Co (MRK) 0.2 $4.1M 37k 110.95
McDonald's Corporation (MCD) 0.2 $4.1M +5% 16k 263.53
Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.0M +186% 61k 65.64
Medtronic SHS (MDT) 0.2 $3.9M -31% 51k 77.72
Raytheon Technologies Corp (RTX) 0.2 $3.9M +9% 39k 100.92
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $3.9M +73% 91k 42.65
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $3.9M NEW 82k 47.16
BlackRock (BLK) 0.2 $3.8M -75% 5.4k 708.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.8M -18% 46k 82.48
Iqvia Holdings (IQV) 0.2 $3.7M -39% 18k 204.89
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.2 $3.7M -2% 3.1k 1185.00
Exxon Mobil Corporation (XOM) 0.2 $3.6M -14% 33k 110.30
Tandy Leather Factory (TLF) 0.2 $3.5M +5% 827k 4.27
Sony Group Corporation Sponsored Adr (SONY) 0.2 $3.5M -50% 46k 76.28
Starbucks Corporation (SBUX) 0.2 $3.3M -3% 34k 99.20
Adobe Systems Incorporated (ADBE) 0.2 $3.3M +2% 9.9k 336.53
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $3.2M 16k 203.81
Keysight Technologies (KEYS) 0.2 $3.2M -6% 19k 171.07
Procter & Gamble Company (PG) 0.1 $3.1M -10% 20k 151.56
Cintas Corporation (CTAS) 0.1 $3.0M -6% 6.6k 451.59
Etf Ser Solutions Point Bridge Amr (MAGA) 0.1 $3.0M 77k 38.43
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.7M +264% 72k 37.90
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.7M 10k 266.84
Cisco Systems (CSCO) 0.1 $2.6M +11% 55k 47.64
Pepsi (PEP) 0.1 $2.6M -6% 14k 180.66
S&p Global (SPGI) 0.1 $2.5M -6% 7.6k 334.95
Analog Devices (ADI) 0.1 $2.5M 15k 164.03
Lauder Estee Cos Cl A (EL) 0.1 $2.5M 10k 248.12
Intuit (INTU) 0.1 $2.5M -4% 6.4k 389.20
Regeneron Pharmaceuticals (REGN) 0.1 $2.4M NEW 3.3k 721.49
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $2.4M -6% 138k 17.29
Intuitive Surgical Com New (ISRG) 0.1 $2.4M -4% 8.9k 265.35
Lululemon Athletica (LULU) 0.1 $2.4M -4% 7.4k 320.38
Dupont De Nemours (DD) 0.1 $2.3M 33k 68.63
Booking Holdings (BKNG) 0.1 $2.2M -37% 1.1k 2015.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.2M -21% 48k 45.15
Pimco Dynamic Income SHS (PDI) 0.1 $2.1M -35% 116k 18.48
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $2.1M -11% 41k 52.60
Bloom Energy Corp Com Cl A (BE) 0.1 $2.0M +2% 106k 19.12
Coca-Cola Company (KO) 0.1 $2.0M +8% 32k 63.61
IDEXX Laboratories (IDXX) 0.1 $2.0M -2% 4.8k 407.96
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $2.0M +112% 21k 95.78
Abbvie (ABBV) 0.1 $1.9M 12k 161.61
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $1.9M 147k 12.77
Brookfield Asset Managmt Cl A Lmt Vtg Shs 0.1 $1.9M NEW 65k 28.67
Honeywell International (HON) 0.1 $1.9M -21% 8.7k 214.30
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.1 $1.8M +14% 75k 24.71
Altria (MO) 0.1 $1.8M -47% 40k 45.71
British Amern Tob Sponsored Adr (BTI) 0.1 $1.8M +33% 46k 39.98
Servicenow (NOW) 0.1 $1.8M -3% 4.7k 388.27
Lockheed Martin Corporation (LMT) 0.1 $1.8M +2% 3.7k 486.49
Enbridge (ENB) 0.1 $1.8M -91% 46k 39.10
Webster Financial Corporation (WBS) 0.1 $1.8M -49% 38k 47.34
Fortinet (FTNT) 0.1 $1.8M 37k 48.89
Martin Marietta Materials (MLM) 0.1 $1.8M +28% 5.3k 337.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.7M 9.0k 191.20
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $1.6M +169% 108k 15.22
Ishares Tr U S Equity Factr (LRGF) 0.1 $1.6M 42k 39.01
Dow (DOW) 0.1 $1.6M -2% 32k 50.39
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.6M +138% 16k 100.14
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $1.6M 1.4k 1160.00
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $1.6M 9.2k 173.31
Boeing Company (BA) 0.1 $1.6M -9% 8.2k 190.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.6M +36% 6.4k 241.88
Pimco Energy & Tactical Cr O Com Shs Ben Int (NRGX) 0.1 $1.5M 102k 14.94
Creative Media & Cmnty Tr Com New (CMCT) 0.1 $1.5M -9% 309k 4.90
Abbott Laboratories (ABT) 0.1 $1.5M 13k 109.79
Rockwell Automation (ROK) 0.1 $1.5M -3% 5.6k 257.57
Canadian Natl Ry (CNI) 0.1 $1.4M +2% 12k 118.88
Nike CL B (NKE) 0.1 $1.4M 12k 117.01
Wal-Mart Stores (WMT) 0.1 $1.4M +11% 10k 141.79
Nextera Energy (NEE) 0.1 $1.4M 17k 83.60
Brown Forman Corp CL B (BF.B) 0.1 $1.4M 21k 65.68
Eli Lilly & Co. (LLY) 0.1 $1.4M -5% 3.8k 365.83
Cigna Corp (CI) 0.1 $1.4M +89% 4.2k 331.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.4M +454% 18k 75.54
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.3M -21% 7.9k 169.64
Select Sector Spdr Tr Communication (XLC) 0.1 $1.3M NEW 27k 47.99
Lennar Corp CL B (LEN.B) 0.1 $1.3M -40% 17k 74.78
Amgen (AMGN) 0.1 $1.3M +17% 4.8k 262.62
Caterpillar (CAT) 0.1 $1.2M 5.2k 239.55
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.2M +85% 8.5k 141.25
Tidewater (TDW) 0.1 $1.2M NEW 32k 36.85
Tesla Motors (TSLA) 0.1 $1.2M -35% 9.6k 123.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.2M -40% 16k 74.49
Xcel Energy (XEL) 0.1 $1.2M +6% 17k 70.11
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $1.2M -41% 27k 43.47
Nuveen California Muni Vlu F Com Stk (NCA) 0.1 $1.1M +48% 132k 8.45
Phillips 66 (PSX) 0.1 $1.1M +5% 10k 104.08
Union Pacific Corporation (UNP) 0.1 $1.1M +3% 5.2k 207.07
Lam Research Corporation (LRCX) 0.1 $1.1M -3% 2.5k 420.30
Starwood Property Trust (STWD) 0.1 $1.0M 57k 18.33
Mondelez Intl Cl A (MDLZ) 0.0 $1.0M -4% 16k 66.65
Target Corporation (TGT) 0.0 $1.0M +15% 6.9k 149.03
Nexpoint Residential Tr (NXRT) 0.0 $1.0M 24k 43.52
Diageo Spon Adr New (DEO) 0.0 $1.0M -15% 5.7k 178.20
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $1.0M 91k 11.07
Hca Holdings (HCA) 0.0 $1.0M +9% 4.2k 239.96
Comcast Corp Cl A (CMCSA) 0.0 $1.0M +27% 29k 34.97
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $953k -6% 10k 94.64
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $936k 30k 30.99
Bank of America Corporation (BAC) 0.0 $932k +4% 28k 33.12
Oracle Corporation (ORCL) 0.0 $931k -12% 11k 81.74
International Business Machines (IBM) 0.0 $928k 6.6k 140.89
Rivernorth Doubleline Strate (OPP) 0.0 $915k 105k 8.68
Thermo Fisher Scientific (TMO) 0.0 $911k +2% 1.7k 550.69
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $895k NEW 17k 52.57
Netflix (NFLX) 0.0 $893k +21% 3.0k 294.88
Deere & Company (DE) 0.0 $889k +9% 2.1k 428.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $876k 16k 56.48
Automatic Data Processing (ADP) 0.0 $849k -2% 3.6k 238.86
Select Sector Spdr Tr Financial (XLF) 0.0 $843k 25k 34.20
Verizon Communications (VZ) 0.0 $840k -9% 21k 39.40
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $814k -9% 9.9k 82.32
Prologis (PLD) 0.0 $812k +125% 7.2k 112.73
PNC Financial Services (PNC) 0.0 $800k -36% 5.1k 157.94
Sherwin-Williams Company (SHW) 0.0 $797k +2% 3.4k 237.36
Proshares Tr Pshs Ultra O&g (DIG) 0.0 $785k -8% 19k 42.50
Listed Fd Tr Horizon Kinetics (INFL) 0.0 $779k -88% 25k 31.48
Wells Fargo & Company (WFC) 0.0 $771k +35% 19k 41.29
Ishares Tr National Mun Etf (MUB) 0.0 $741k NEW 7.0k 105.52
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $740k 22k 34.37
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $723k NEW 16k 44.45
Northrop Grumman Corporation (NOC) 0.0 $720k +6% 1.3k 545.61
Doubleline Income Solutions (DSL) 0.0 $714k -39% 64k 11.09
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $711k 4.7k 151.65
Yum! Brands (YUM) 0.0 $705k +5% 5.5k 128.09
Sempra Energy (SRE) 0.0 $694k -2% 4.5k 154.54
Intel Corporation (INTC) 0.0 $694k -12% 26k 26.43
American Express Company (AXP) 0.0 $675k +5% 4.6k 147.75
salesforce (CRM) 0.0 $671k -37% 5.1k 132.59
Fidelity National Information Services (FIS) 0.0 $666k -50% 9.8k 67.85
Cme (CME) 0.0 $663k +69% 3.9k 168.14
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $661k 17k 38.07
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $655k 7.6k 86.19
Eaton Corp SHS (ETN) 0.0 $651k +76% 4.1k 156.95
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $648k -87% 19k 33.71
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $644k -14% 7.7k 83.76
Ishares Tr Global Reit Etf (REET) 0.0 $640k -13% 28k 22.71
Select Sector Spdr Tr Technology (XLK) 0.0 $640k +25% 5.1k 124.44
At&t (T) 0.0 $621k +31% 34k 18.41
Walgreen Boots Alliance (WBA) 0.0 $621k NEW 17k 37.36
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.0 $618k -45% 12k 52.42
American Tower Reit (AMT) 0.0 $597k -4% 2.8k 211.86
Bristol Myers Squibb (BMY) 0.0 $589k -2% 8.2k 71.95
Public Storage (PSA) 0.0 $573k 2.0k 280.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $568k +64% 9.7k 58.50
Goldman Sachs (GS) 0.0 $568k +14% 1.7k 343.38
Ishares Tr Core Div Grwth (DGRO) 0.0 $559k +107% 11k 50.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $553k -4% 14k 38.98
Emerson Electric (EMR) 0.0 $551k -8% 5.7k 96.06
Dominion Resources (D) 0.0 $542k 8.8k 61.32
Flexshares Tr Stoxx Globr Inf (NFRA) 0.0 $541k -14% 11k 50.41
FirstEnergy (FE) 0.0 $531k 13k 41.94
Vanguard Index Fds Growth Etf (VUG) 0.0 $523k -3% 2.5k 213.13
ConocoPhillips (COP) 0.0 $515k -5% 4.4k 118.00
Fiserv (FISV) 0.0 $513k -41% 5.1k 101.07
SYSCO Corporation (SYY) 0.0 $510k -4% 6.7k 76.45
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $508k +43% 23k 22.27
Corteva (CTVA) 0.0 $507k +3% 8.6k 58.78
Bank of New York Mellon Corporation (BK) 0.0 $499k -24% 11k 45.52
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $498k -3% 12k 40.04
Morgan Stanley Com New (MS) 0.0 $497k +9% 5.8k 85.02
Waste Management (WM) 0.0 $495k 3.2k 156.86
America Movil Sab De Cv Spon Adr L Shs (AMX) 0.0 $494k 27k 18.20
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $492k 3.4k 145.07
General Mills (GIS) 0.0 $492k +3% 5.9k 83.85
Synopsys (SNPS) 0.0 $491k +16% 1.5k 319.29
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $477k -68% 4.8k 98.65
Air Products & Chemicals (APD) 0.0 $476k +3% 1.5k 308.26
3M Company (MMM) 0.0 $474k +18% 4.0k 119.93
Paypal Holdings (PYPL) 0.0 $472k -20% 6.6k 71.22
Stryker Corporation (SYK) 0.0 $467k +57% 1.9k 244.49
Nexpoint Diversified Rel Et Com New (NXDT) 0.0 $462k 41k 11.21
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $461k NEW 9.9k 46.74
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $458k +7% 3.5k 129.16
Novo-nordisk A S Adr (NVO) 0.0 $457k +15% 3.4k 135.34
Paccar (PCAR) 0.0 $454k +2% 4.6k 98.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $451k NEW 8.1k 55.56
Novartis Sponsored Adr (NVS) 0.0 $446k -5% 4.9k 90.72
Kimberly-Clark Corporation (KMB) 0.0 $437k +52% 3.2k 135.77
Zoetis Cl A (ZTS) 0.0 $436k -13% 3.0k 146.55
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $434k NEW 13k 34.18
Ishares Tr Select Divid Etf (DVY) 0.0 $434k 3.6k 120.60
Enterprise Financial Services (EFSC) 0.0 $427k 8.7k 48.96
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $426k -51% 10k 40.90
First Tr Exchange-traded Nat Gas Etf (FCG) 0.0 $415k NEW 17k 24.51
Retail Opportunity Investments (ROIC) 0.0 $413k -16% 28k 15.03
Select Sector Spdr Tr Energy (XLE) 0.0 $407k +6% 4.7k 87.47
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $403k NEW 18k 22.72
American Water Works (AWK) 0.0 $402k +2% 2.6k 152.42
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $395k -17% 17k 23.67
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.0 $394k -80% 12k 31.73
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $393k NEW 11k 35.04
PacWest Ban (PACW) 0.0 $392k -2% 17k 22.95
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $389k 16k 24.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $375k 8.9k 41.97
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $373k 10k 36.93
W.W. Grainger (GWW) 0.0 $370k +7% 665.00 556.25
McKesson Corporation (MCK) 0.0 $368k +4% 981.00 375.12
Republic Services (RSG) 0.0 $364k 2.8k 128.99
Microchip Technology (MCHP) 0.0 $364k +2% 5.2k 70.25
Rli (RLI) 0.0 $363k -2% 2.8k 131.27
Norfolk Southern (NSC) 0.0 $359k 1.5k 246.42
General Electric Com New (GE) 0.0 $350k +7% 4.2k 83.79
Enterprise Products Partners (EPD) 0.0 $342k -28% 14k 24.12
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $341k -7% 2.7k 125.11
Shell Spon Ads (SHEL) 0.0 $335k +30% 5.9k 56.95
PPG Industries (PPG) 0.0 $332k +40% 2.6k 125.75
Pgim Short Duration High Yie (ISD) 0.0 $328k +4% 28k 11.87
Alnylam Pharmaceuticals (ALNY) 0.0 $327k -27% 1.4k 237.65
Us Bancorp Del Com New (USB) 0.0 $327k -10% 7.5k 43.61
Williams Companies (WMB) 0.0 $324k +24% 9.9k 32.90
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $322k 3.1k 102.81
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $320k +23% 4.9k 65.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $317k -5% 4.2k 75.19
Marsh & McLennan Companies (MMC) 0.0 $313k -9% 1.9k 165.48
TCW Strategic Income Fund (TSI) 0.0 $311k -11% 67k 4.62
General Dynamics Corporation (GD) 0.0 $308k +11% 1.2k 248.17
Nov (NOV) 0.0 $303k 15k 20.89
Dex (DXCM) 0.0 $301k 2.7k 113.24
Ishares Esg Awr Msci Em (ESGE) 0.0 $299k NEW 9.9k 30.07
Cto Realty Growth (CTO) 0.0 $296k -82% 16k 18.28
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $296k -41% 4.1k 71.79
Kayne Anderson Mdstm Energy (KMF) 0.0 $293k -3% 39k 7.51
Global X Fds S&p 500 Covered (XYLD) 0.0 $292k NEW 7.4k 39.37
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $291k -2% 26k 11.37
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $291k 1.4k 214.53
Centene Corporation (CNC) 0.0 $287k +19% 3.5k 82.01
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $283k +22% 2.0k 138.69
Ecolab (ECL) 0.0 $282k -4% 1.9k 145.56
Asml Holding N V N Y Registry Shs (ASML) 0.0 $279k +4% 511.00 546.40
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.0 $277k -3% 2.8k 99.28
Colgate-Palmolive Company (CL) 0.0 $277k NEW 3.5k 78.79
Old Dominion Freight Line (ODFL) 0.0 $276k +9% 972.00 283.78
Paychex (PAYX) 0.0 $274k +9% 2.4k 115.56
Aptiv SHS (APTV) 0.0 $273k -12% 2.9k 93.13
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $272k 24k 11.26
Kla Corp Com New (KLAC) 0.0 $270k NEW 715.00 377.03
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.0 $269k -30% 16k 16.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $267k -77% 3.4k 77.51
Oneok (OKE) 0.0 $267k 4.1k 65.70
Oaktree Specialty Lending Corp (OCSL) 0.0 $267k -9% 39k 6.87
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $265k 1.7k 151.85
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $264k 6.0k 43.83
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $261k 5.2k 50.21
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $260k -63% 5.7k 45.52
Duke Energy Corp Com New (DUK) 0.0 $258k +12% 2.5k 102.97
Goldman Sachs Bdc SHS (GSBD) 0.0 $255k 19k 13.72
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $253k NEW 7.2k 35.20
Nuveen Insd Dividend Advantage (NVG) 0.0 $251k -13% 21k 12.14
Luminar Technologies Com Cl A (LAZR) 0.0 $249k 50k 4.95
Genuine Parts Company (GPC) 0.0 $248k NEW 1.4k 173.52
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $247k NEW 8.3k 29.75
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $243k NEW 842.00 288.78
Johnson Ctls Intl SHS (JCI) 0.0 $240k NEW 3.8k 64.00
Moody's Corporation (MCO) 0.0 $240k NEW 862.00 278.62
Alliant Energy Corporation (LNT) 0.0 $238k +2% 4.3k 55.21
Becton, Dickinson and (BDX) 0.0 $237k NEW 932.00 254.30
American Airls (AAL) 0.0 $236k -4% 19k 12.72
Dollar General (DG) 0.0 $236k +3% 959.00 246.25
Fastenal Company (FAST) 0.0 $232k NEW 4.9k 47.32
O'reilly Automotive (ORLY) 0.0 $230k NEW 273.00 844.03
First Republic Bank/san F (FRC) 0.0 $229k -21% 1.9k 121.89
Shockwave Med (SWAV) 0.0 $229k -5% 1.1k 205.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $228k -43% 7.1k 32.21
Bce Com New (BCE) 0.0 $225k +5% 5.1k 43.95
General Motors Company (GM) 0.0 $224k 6.7k 33.64
Glacier Ban (GBCI) 0.0 $224k -4% 4.5k 49.42
Carrier Global Corporation (CARR) 0.0 $222k -17% 5.4k 41.25
Chubb (CB) 0.0 $222k NEW 1.0k 220.60
Otis Worldwide Corp (OTIS) 0.0 $221k -12% 2.8k 78.31
Monster Beverage Corp (MNST) 0.0 $214k NEW 2.1k 101.53
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $213k 20k 10.74
Archer Daniels Midland Company (ADM) 0.0 $212k NEW 2.3k 92.85
Truist Financial Corp equities (TFC) 0.0 $210k -21% 4.9k 43.03
CVB Financial (CVBF) 0.0 $209k 8.1k 25.75
Kayne Anderson MLP Investment (KYN) 0.0 $209k -11% 24k 8.56
Ishares Tr Expanded Tech (IGV) 0.0 $209k NEW 816.00 255.85
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $208k -13% 629.00 331.33
Progressive Corporation (PGR) 0.0 $206k NEW 1.6k 129.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $206k NEW 1.3k 158.80
Allstate Corporation (ALL) 0.0 $206k NEW 1.5k 135.60
Crown Castle Intl (CCI) 0.0 $204k -47% 1.5k 135.64
Equity Residential Sh Ben Int (EQR) 0.0 $203k -17% 3.4k 59.00
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $203k -28% 3.8k 53.44
Autodesk (ADSK) 0.0 $202k -12% 1.1k 186.87
Ares Dynamic Cr Allocation (ARDC) 0.0 $195k 17k 11.59
PCM Fund (PCM) 0.0 $192k -18% 24k 7.87
Ford Motor Company (F) 0.0 $189k -33% 16k 11.63
Neuberger Ber. CA Intermediate Muni Fund (NBW) 0.0 $187k -9% 17k 11.30
Pimco Income Strategy Fund II (PFN) 0.0 $185k -7% 26k 7.07
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $175k 19k 9.39
Orion Office Reit Inc-w/i (ONL) 0.0 $168k -12% 20k 8.54
The Necessity Retail Reit In Com Class A (RTL) 0.0 $153k 26k 5.93
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $148k 15k 10.10
Apollo Sr Floating Rate Fd I (AFT) 0.0 $136k 11k 12.34
Plug Power Com New (PLUG) 0.0 $131k NEW 11k 12.37
Western Asset Diversified In Com Shs Ben Int (WDI) 0.0 $130k 10k 12.70
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.0 $125k NEW 12k 10.83
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $121k -19% 10k 12.08
Eaton Vance Calif Mun Incom Sh Ben Int (CEV) 0.0 $107k 11k 9.98
Warner Bros Discovery Com Ser A (WBD) 0.0 $106k 11k 9.48
Nuveen Mun High Income Opp F (NMZ) 0.0 $103k 10k 10.34
Pimco CA Muni. Income Fund II (PCK) 0.0 $87k -18% 13k 6.79
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $78k 15k 5.09
Joby Aviation Common Stock (JOBY) 0.0 $70k 21k 3.35
Cormedix Inc cormedix (CRMD) 0.0 $70k 17k 4.22
Putnam Premier Income Tr Sh Ben Int (PPT) 0.0 $60k 17k 3.63
Matterport Com Cl A (MTTR) 0.0 $59k 21k 2.80
Dakota Gold Corp (DC) 0.0 $54k +3% 18k 3.05
Eaton Vance Sr Income Tr Sh Ben Int (EVF) 0.0 $53k 10k 5.27
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $51k 11k 4.51
Putnam Master Inter Income T Sh Ben Int (PIM) 0.0 $48k 15k 3.20
Trx Gold Corporation (TRX) 0.0 $40k 117k 0.34
Canoo Com Cl A (GOEV) 0.0 $14k NEW 11k 1.23
The Real Brokerage Com New (REAX) 0.0 $11k NEW 10k 1.05

Past Filings by First Foundation Advisors

SEC 13F filings are viewable for First Foundation Advisors going back to 2010

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