First Foundation Advisors
Latest statistics and disclosures from First Foundation Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, MOAT, JEPI, GOOG, and represent 32.93% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPRE (+$18M), IVV (+$15M), SGOV (+$6.5M), AGG (+$5.6M), SRLN, GSSC, MPWR, IEMG, IEFA, QUAL.
- Started 8 new stock positions in DFS, MPWR, RTO, ESGE, ECC, NVG, ECL, SPHQ.
- Reduced shares in these 10 stocks: LQD (-$29M), QCOM (-$5.9M), PWZ (-$5.7M), JEPI (-$5.3M), CME (-$5.2M), GOOG (-$5.2M), MSFT (-$5.2M), AGGY, IEF, KEYS.
- Sold out of its positions in BIIB, BBN, Cim Coml Tr Corp, GUNR, GD, VCV, Matterport Inc Com Cl A, NXDT, NXRT, NREF. MDY, SCHA, FNDA, XYZ, SNPS, TSM, VB, ETN.
- First Foundation Advisors was a net seller of stock by $-99M.
- First Foundation Advisors has $2.5B in assets under management (AUM), dropping by -7.47%.
- Central Index Key (CIK): 0001086763
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Portfolio Holdings for First Foundation Advisors
First Foundation Advisors holds 331 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.7 | $386M | 1.0M | 375.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.7 | $164M | +9% | 293k | 561.90 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.8 | $94M | -3% | 1.1M | 88.00 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.5 | $86M | -5% | 1.5M | 57.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $79M | -6% | 508k | 156.23 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.1 | $75M | +3% | 994k | 75.65 |
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| Apple (AAPL) | 2.8 | $70M | -4% | 313k | 222.13 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $68M | -3% | 128k | 532.58 |
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| Amazon (AMZN) | 2.7 | $66M | -6% | 346k | 190.26 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.3 | $57M | -4% | 514k | 110.08 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.7 | $43M | 501k | 85.07 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 1.6 | $38M | -8% | 1.0M | 37.86 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.5 | $38M | +12% | 597k | 63.43 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $36M | +18% | 363k | 98.92 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.4 | $35M | -10% | 979k | 35.65 |
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| United Parcel Service CL B (UPS) | 1.4 | $34M | -4% | 306k | 109.99 |
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| Ishares Core Msci Emkt (IEMG) | 1.3 | $32M | +12% | 593k | 53.97 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 1.2 | $30M | -6% | 528k | 56.28 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $30M | -5% | 121k | 245.30 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.1 | $27M | -17% | 1.1M | 23.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $25M | 70k | 361.09 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $24M | +5% | 122k | 199.49 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $24M | -6% | 44k | 548.12 |
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| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 1.0 | $24M | +283% | 492k | 48.20 |
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| NVIDIA Corporation (NVDA) | 0.9 | $22M | -3% | 203k | 108.38 |
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| Ishares Gold Tr Ishares New (IAU) | 0.9 | $22M | +8% | 372k | 58.96 |
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| Philip Morris International (PM) | 0.8 | $20M | -8% | 128k | 158.73 |
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| Advanced Micro Devices (AMD) | 0.8 | $19M | 181k | 102.74 |
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| Qualcomm (QCOM) | 0.7 | $18M | -24% | 119k | 153.61 |
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| Uber Technologies (UBER) | 0.7 | $18M | -11% | 250k | 72.86 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.7 | $18M | +36% | 431k | 41.13 |
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| Suncor Energy (SU) | 0.7 | $18M | -10% | 454k | 38.72 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $17M | -9% | 221k | 78.28 |
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| AmerisourceBergen (COR) | 0.7 | $17M | -18% | 60k | 278.09 |
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| Amphenol Corp Cl A (APH) | 0.7 | $16M | -8% | 248k | 65.59 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.6 | $16M | -23% | 359k | 43.43 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $15M | -23% | 158k | 95.37 |
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| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.6 | $14M | +2% | 322k | 44.82 |
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| Costco Wholesale Corporation (COST) | 0.6 | $14M | +2% | 15k | 945.78 |
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| UnitedHealth (UNH) | 0.6 | $14M | -8% | 27k | 523.75 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $14M | 79k | 173.23 |
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| Applied Materials (AMAT) | 0.6 | $14M | -5% | 94k | 145.12 |
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| Meta Platforms Cl A (META) | 0.5 | $13M | 22k | 576.35 |
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| Astrazeneca Sponsored Adr (AZN) | 0.5 | $12M | -12% | 166k | 73.50 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $12M | 97k | 122.01 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $12M | -12% | 21k | 559.39 |
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| Canadian Pacific Kansas City (CP) | 0.4 | $11M | -12% | 153k | 70.21 |
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| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.4 | $11M | -6% | 323k | 33.18 |
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| Cme (CME) | 0.4 | $11M | -32% | 40k | 265.29 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $10M | -13% | 33k | 312.04 |
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| Lowe's Companies (LOW) | 0.4 | $10M | -11% | 43k | 233.23 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $9.9M | +188% | 98k | 100.67 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.4 | $9.3M | -29% | 314k | 29.54 |
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| Johnson & Johnson (JNJ) | 0.3 | $8.1M | +3% | 49k | 165.84 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $7.8M | -13% | 149k | 52.41 |
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| Fortinet (FTNT) | 0.3 | $7.8M | +6% | 81k | 96.26 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $7.7M | +50% | 45k | 170.89 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $7.3M | -79% | 67k | 108.69 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $7.2M | -7% | 61k | 117.49 |
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| Cintas Corporation (CTAS) | 0.3 | $7.0M | +11% | 34k | 205.53 |
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| Prologis (PLD) | 0.3 | $6.6M | -6% | 59k | 111.79 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $6.5M | -17% | 54k | 118.93 |
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| Servicenow (NOW) | 0.3 | $6.4M | +2% | 8.1k | 796.14 |
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| Aon Shs Cl A (AON) | 0.3 | $6.4M | -21% | 16k | 399.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $6.3M | -9% | 41k | 154.64 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $6.3M | -15% | 12k | 513.92 |
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| Paycom Software (PAYC) | 0.3 | $6.2M | +13% | 28k | 218.48 |
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| Walt Disney Company (DIS) | 0.2 | $6.1M | -5% | 62k | 98.70 |
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| Linde SHS (LIN) | 0.2 | $5.9M | -24% | 13k | 465.64 |
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| Nextera Energy (NEE) | 0.2 | $5.7M | -16% | 81k | 70.89 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $5.7M | +8% | 25k | 231.63 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $5.6M | -22% | 31k | 179.70 |
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| Intuit (INTU) | 0.2 | $5.3M | +3% | 8.7k | 613.99 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $5.3M | -17% | 23k | 232.74 |
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| Visa Com Cl A (V) | 0.2 | $5.2M | -14% | 15k | 350.45 |
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| MercadoLibre (MELI) | 0.2 | $5.1M | +7% | 2.6k | 1950.87 |
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| Burford Cap Ord Shs (BUR) | 0.2 | $5.1M | -18% | 385k | 13.21 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $5.1M | +6% | 13k | 383.53 |
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| S&p Global (SPGI) | 0.2 | $4.9M | +4% | 9.6k | 508.12 |
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| Lululemon Athletica (LULU) | 0.2 | $4.8M | +7% | 17k | 283.06 |
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| Booking Holdings (BKNG) | 0.2 | $4.8M | +9% | 1.0k | 4607.69 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.8M | 6.00 | 798441.67 |
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| Danaher Corporation (DHR) | 0.2 | $4.8M | -30% | 23k | 205.00 |
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| Chevron Corporation (CVX) | 0.2 | $4.7M | -19% | 28k | 167.29 |
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| Pfizer (PFE) | 0.2 | $4.7M | -2% | 185k | 25.34 |
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| Msci (MSCI) | 0.2 | $4.5M | +6% | 8.0k | 565.50 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.2 | $4.4M | -40% | 114k | 39.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.4M | 54k | 81.73 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $4.4M | +41% | 6.7k | 662.63 |
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| Cisco Systems (CSCO) | 0.2 | $4.3M | -34% | 70k | 61.71 |
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| CoStar (CSGP) | 0.2 | $4.3M | -40% | 54k | 79.23 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $4.1M | -3% | 72k | 57.57 |
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| Monolithic Power Systems (MPWR) | 0.2 | $4.1M | NEW | 7.1k | 579.98 |
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| Copart (CPRT) | 0.2 | $4.0M | +8% | 72k | 56.59 |
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| Realty Income (O) | 0.2 | $3.9M | 67k | 58.01 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.2 | $3.9M | -50% | 110k | 35.31 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $3.9M | -13% | 11k | 366.54 |
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| Zoetis Cl A (ZTS) | 0.2 | $3.8M | +9% | 23k | 164.65 |
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| Home Depot (HD) | 0.1 | $3.7M | -10% | 10k | 366.49 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.6M | -18% | 40k | 90.54 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.6M | 162k | 22.08 |
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| IDEXX Laboratories (IDXX) | 0.1 | $3.5M | +11% | 8.5k | 419.95 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.4M | +2% | 56k | 61.78 |
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| Arista Networks Com Shs (ANET) | 0.1 | $3.3M | +7% | 43k | 77.48 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $3.3M | -5% | 87k | 38.09 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $3.2M | +3% | 143k | 22.49 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $3.1M | -34% | 135k | 23.04 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.1M | +97% | 34k | 92.83 |
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| Edwards Lifesciences (EW) | 0.1 | $2.8M | -4% | 38k | 72.48 |
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| Blackrock (BLK) | 0.1 | $2.8M | -3% | 2.9k | 946.48 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $2.7M | +43% | 67k | 39.69 |
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| Gilead Sciences (GILD) | 0.1 | $2.6M | 23k | 112.05 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $2.4M | +119% | 47k | 50.71 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $2.4M | 47k | 50.63 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.3M | 39k | 58.94 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.2M | +8% | 22k | 100.00 |
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| Broadcom (AVGO) | 0.1 | $2.2M | -16% | 13k | 167.43 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $2.1M | 31k | 68.36 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $2.1M | -4% | 57k | 36.49 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $2.1M | -17% | 69k | 29.79 |
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| Procter & Gamble Company (PG) | 0.1 | $2.0M | +24% | 12k | 170.42 |
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| Nuveen California Muni Vlu F Com Stk (NCA) | 0.1 | $2.0M | 234k | 8.65 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.0M | -7% | 2.4k | 825.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.0M | -28% | 7.7k | 258.62 |
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| Tandy Leather Factory (TLF) | 0.1 | $2.0M | -17% | 684k | 2.90 |
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| Joint (JYNT) | 0.1 | $2.0M | +21% | 158k | 12.49 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.0M | 3.1k | 634.23 |
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| Alps Etf Tr Smith Core Plus (SMTH) | 0.1 | $1.9M | +193% | 74k | 25.89 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.9M | 45k | 41.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.8M | -5% | 3.9k | 468.94 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | -6% | 41k | 43.70 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $1.8M | -2% | 22k | 81.47 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.8M | 18k | 98.09 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.7M | -2% | 34k | 50.85 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.7M | -9% | 16k | 105.44 |
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| Abbvie (ABBV) | 0.1 | $1.7M | -7% | 8.2k | 209.52 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.7M | -7% | 19k | 87.79 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.1 | $1.7M | 51k | 32.79 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.6M | +23% | 13k | 125.97 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.5M | +40% | 8.1k | 190.58 |
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| Oracle Corporation (ORCL) | 0.1 | $1.5M | -10% | 11k | 139.81 |
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| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.1 | $1.5M | -10% | 45k | 33.27 |
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| Medtronic SHS (MDT) | 0.1 | $1.5M | +91% | 16k | 89.86 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $1.5M | -4% | 75k | 19.66 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.5M | 5.3k | 274.82 |
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| TJX Companies (TJX) | 0.1 | $1.4M | 12k | 121.80 |
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| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $1.4M | -10% | 56k | 24.54 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.4M | +8% | 16k | 82.73 |
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| Dupont De Nemours (DD) | 0.1 | $1.4M | 18k | 74.68 |
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| Pepsi (PEP) | 0.1 | $1.3M | -17% | 8.9k | 149.94 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | -9% | 4.6k | 288.14 |
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| Altria (MO) | 0.1 | $1.3M | -9% | 21k | 60.02 |
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| Tesla Motors (TSLA) | 0.1 | $1.3M | -10% | 4.9k | 259.16 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.3M | +8% | 4.9k | 255.51 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.2M | 11k | 114.87 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.2M | 21k | 58.35 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.2M | -7% | 8.9k | 132.46 |
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| Abbott Laboratories (ABT) | 0.0 | $1.1M | -16% | 8.6k | 132.65 |
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| Ready Cap Corp Com reit (RC) | 0.0 | $1.1M | -28% | 221k | 5.09 |
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| Alexandria Real Estate Equities (ARE) | 0.0 | $1.1M | -2% | 12k | 92.51 |
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| At&t (T) | 0.0 | $1.1M | 37k | 28.28 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $1.0M | 860.00 | 1200.80 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.0M | -21% | 21k | 49.81 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.0M | +23% | 6.8k | 150.98 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $1.0M | -25% | 18k | 57.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.0M | -3% | 9.6k | 104.57 |
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| Merck & Co (MRK) | 0.0 | $997k | -13% | 11k | 89.76 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $977k | -9% | 5.2k | 188.16 |
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| Honeywell International (HON) | 0.0 | $975k | 4.6k | 211.75 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $974k | 3.4k | 288.27 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $946k | -3% | 22k | 42.52 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $946k | -18% | 2.1k | 446.71 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $939k | 25k | 38.31 |
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| Molina Healthcare (MOH) | 0.0 | $927k | -14% | 2.8k | 329.39 |
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| Pimco Dynamic Income SHS (PDI) | 0.0 | $910k | -2% | 46k | 19.80 |
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| American Express Company (AXP) | 0.0 | $894k | 3.3k | 269.07 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $879k | -17% | 1.7k | 511.56 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $859k | 9.3k | 92.47 |
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| International Business Machines (IBM) | 0.0 | $840k | +14% | 3.4k | 248.67 |
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| Boeing Company (BA) | 0.0 | $832k | -12% | 4.9k | 170.55 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $828k | +4% | 9.8k | 84.40 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $828k | +197% | 21k | 39.49 |
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| Amgen (AMGN) | 0.0 | $818k | -20% | 2.6k | 311.57 |
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| Rockwell Automation (ROK) | 0.0 | $815k | 3.2k | 258.38 |
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| Dow (DOW) | 0.0 | $810k | 23k | 34.92 |
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| McDonald's Corporation (MCD) | 0.0 | $805k | -31% | 2.6k | 312.37 |
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| Sherwin-Williams Company (SHW) | 0.0 | $772k | -2% | 2.2k | 349.19 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $766k | +18% | 68k | 11.24 |
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| Natural Resource Partners L Com Unit Ltd Par (NRP) | 0.0 | $752k | 7.2k | 103.90 |
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| Caterpillar (CAT) | 0.0 | $748k | -9% | 2.3k | 329.80 |
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| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $745k | -6% | 42k | 17.88 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $744k | 33k | 22.44 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $725k | +168% | 1.5k | 497.60 |
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| Verizon Communications (VZ) | 0.0 | $721k | -3% | 16k | 45.36 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $712k | 577.00 | 1234.56 |
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| Xcel Energy (XEL) | 0.0 | $709k | 10k | 70.79 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $708k | -3% | 1.2k | 607.85 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $690k | -33% | 7.2k | 96.51 |
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| Public Storage (PSA) | 0.0 | $668k | -3% | 2.2k | 299.29 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $661k | 15k | 43.60 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $649k | 3.3k | 197.46 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $646k | 5.5k | 116.67 |
|
|
| Waste Management (WM) | 0.0 | $635k | -20% | 2.7k | 231.56 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $628k | 1.7k | 370.82 |
|
|
| Oneok (OKE) | 0.0 | $627k | 6.3k | 99.23 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $625k | 20k | 30.99 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $609k | -6% | 4.6k | 131.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $605k | 3.1k | 193.99 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $589k | 7.0k | 83.87 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $589k | 17k | 33.94 |
|
|
| Paccar (PCAR) | 0.0 | $584k | 6.0k | 97.37 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $567k | +9% | 11k | 51.55 |
|
| Rivernorth Doubleline Strate (OPP) | 0.0 | $567k | 66k | 8.58 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $559k | 9.3k | 60.19 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $556k | -6% | 15k | 36.90 |
|
| Williams Companies (WMB) | 0.0 | $554k | -6% | 9.3k | 59.76 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $549k | NEW | 8.3k | 66.34 |
|
| Emerson Electric (EMR) | 0.0 | $540k | -13% | 4.9k | 109.64 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $538k | 2.6k | 206.48 |
|
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $525k | -18% | 59k | 8.85 |
|
| Netflix (NFLX) | 0.0 | $518k | 555.00 | 932.50 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $501k | 12k | 40.29 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $493k | -8% | 3.2k | 153.10 |
|
| Yum! Brands (YUM) | 0.0 | $493k | -23% | 3.1k | 157.36 |
|
| Coca-Cola Company (KO) | 0.0 | $491k | -29% | 6.9k | 71.62 |
|
| Republic Services (RSG) | 0.0 | $488k | 2.0k | 242.16 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $486k | 2.4k | 202.13 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $486k | 1.4k | 352.58 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $463k | -26% | 5.7k | 81.69 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $459k | -46% | 18k | 25.40 |
|
| Anthem (ELV) | 0.0 | $458k | -2% | 1.1k | 434.96 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $444k | 13k | 33.14 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $440k | 46k | 9.58 |
|
|
| Target Corporation (TGT) | 0.0 | $438k | 4.2k | 104.35 |
|
|
| McKesson Corporation (MCK) | 0.0 | $431k | 640.00 | 672.99 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $429k | -4% | 10k | 41.73 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $426k | -11% | 33k | 12.83 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $426k | 6.3k | 67.85 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $415k | 7.9k | 52.80 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $412k | 3.2k | 128.96 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $412k | 3.6k | 115.95 |
|
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $411k | 30k | 13.88 |
|
|
| Ingersoll Rand (IR) | 0.0 | $409k | 5.1k | 80.03 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $404k | -20% | 2.0k | 200.12 |
|
| Rli (RLI) | 0.0 | $394k | +100% | 4.9k | 80.33 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $386k | +11% | 14k | 27.96 |
|
| Canadian Natl Ry (CNI) | 0.0 | $380k | 3.9k | 97.46 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $374k | -6% | 2.3k | 160.70 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $374k | 6.0k | 62.16 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $369k | +3% | 15k | 25.39 |
|
| Wec Energy Group (WEC) | 0.0 | $360k | -6% | 3.3k | 108.98 |
|
| salesforce (CRM) | 0.0 | $358k | -8% | 1.3k | 268.40 |
|
| Deere & Company (DE) | 0.0 | $356k | -35% | 759.00 | 469.20 |
|
| Sempra Energy (SRE) | 0.0 | $352k | 4.9k | 71.37 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $349k | 6.7k | 51.94 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $343k | 10k | 34.14 |
|
|
| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $339k | NEW | 15k | 22.90 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $339k | +11% | 2.4k | 139.78 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $333k | 4.2k | 78.94 |
|
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $333k | 7.0k | 47.38 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $331k | 3.2k | 102.41 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $330k | 4.2k | 78.89 |
|
|
| TCW Strategic Income Fund (TSI) | 0.0 | $328k | -8% | 67k | 4.86 |
|
| SYSCO Corporation (SYY) | 0.0 | $327k | 4.4k | 75.04 |
|
|
| Enterprise Financial Services (EFSC) | 0.0 | $316k | 5.9k | 53.74 |
|
|
| Liberty Global Com Cl A (LBTYA) | 0.0 | $309k | -24% | 27k | 11.51 |
|
| Union Pacific Corporation (UNP) | 0.0 | $306k | -20% | 1.3k | 236.24 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $303k | -4% | 6.0k | 50.83 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $302k | 24k | 12.61 |
|
|
| Stryker Corporation (SYK) | 0.0 | $301k | 808.00 | 372.25 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $300k | -3% | 3.1k | 95.48 |
|
| Corteva (CTVA) | 0.0 | $296k | -14% | 4.7k | 62.93 |
|
| Nike CL B (NKE) | 0.0 | $293k | -2% | 4.6k | 63.48 |
|
| Fastenal Company (FAST) | 0.0 | $290k | 3.7k | 77.55 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $290k | 3.3k | 88.99 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $288k | -26% | 944.00 | 305.53 |
|
| Kinder Morgan (KMI) | 0.0 | $287k | -13% | 10k | 28.53 |
|
| Analog Devices (ADI) | 0.0 | $287k | -16% | 1.4k | 201.61 |
|
| Citigroup Com New (C) | 0.0 | $285k | 4.0k | 70.99 |
|
|
| Lennar Corp CL B (LEN.B) | 0.0 | $283k | -10% | 2.6k | 109.07 |
|
| Shell Spon Ads (SHEL) | 0.0 | $279k | -4% | 3.8k | 73.28 |
|
| Discover Financial Services (DFS) | 0.0 | $276k | NEW | 1.6k | 170.70 |
|
| PNC Financial Services (PNC) | 0.0 | $274k | -14% | 1.6k | 175.77 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $268k | -16% | 5.2k | 51.50 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $268k | -16% | 5.3k | 50.23 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $267k | 1.7k | 161.27 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $258k | -18% | 3.7k | 69.44 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $258k | -27% | 4.2k | 60.99 |
|
| Goldman Sachs (GS) | 0.0 | $258k | -17% | 471.00 | 546.88 |
|
| Intercontinental Exchange (ICE) | 0.0 | $250k | -13% | 1.5k | 172.50 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $248k | 13k | 19.78 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $248k | 1.3k | 186.29 |
|
|
| Enbridge (ENB) | 0.0 | $247k | -5% | 5.6k | 44.31 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $247k | NEW | 7.1k | 34.95 |
|
| Keysight Technologies (KEYS) | 0.0 | $246k | -94% | 1.6k | 149.77 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $245k | -19% | 494.00 | 495.27 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $241k | 1.1k | 219.90 |
|
|
| FirstEnergy (FE) | 0.0 | $240k | 5.9k | 40.42 |
|
|
| Cto Realty Growth (CTO) | 0.0 | $239k | 12k | 19.31 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $235k | -83% | 3.2k | 72.69 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $235k | -3% | 2.5k | 93.45 |
|
| Intel Corporation (INTC) | 0.0 | $231k | -8% | 10k | 22.71 |
|
| Fiserv (FI) | 0.0 | $226k | 1.0k | 220.83 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $225k | 1.4k | 160.54 |
|
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $225k | 9.3k | 24.26 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $225k | -10% | 2.2k | 103.20 |
|
| Trane Technologies SHS (TT) | 0.0 | $224k | 665.00 | 336.92 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $223k | 4.5k | 49.60 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $219k | -3% | 4.8k | 45.26 |
|
| ConocoPhillips (COP) | 0.0 | $218k | -23% | 2.1k | 105.02 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $217k | 1.6k | 135.68 |
|
|
| Simon Property (SPG) | 0.0 | $217k | -29% | 1.3k | 166.08 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $212k | 6.4k | 32.99 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $209k | -21% | 2.6k | 81.67 |
|
| Ecolab (ECL) | 0.0 | $207k | NEW | 816.00 | 253.52 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $206k | +4% | 761.00 | 270.83 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $206k | 3.4k | 59.75 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $203k | 14k | 14.22 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $201k | -20% | 1.0k | 198.04 |
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $186k | 19k | 9.98 |
|
|
| Nov (NOV) | 0.0 | $162k | 11k | 15.22 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $162k | 11k | 15.36 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $150k | -9% | 13k | 11.20 |
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $146k | 19k | 7.54 |
|
|
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $139k | 12k | 11.19 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $138k | NEW | 11k | 12.38 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $137k | -42% | 11k | 12.92 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $109k | -12% | 10k | 10.91 |
|
| Eagle Pt Cr (ECC) | 0.0 | $94k | NEW | 12k | 8.10 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $65k | 12k | 5.38 |
|
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $11k | 10k | 1.11 |
|
Past Filings by First Foundation Advisors
SEC 13F filings are viewable for First Foundation Advisors going back to 2010
- First Foundation Advisors 2025 Q1 filed May 8, 2025
- 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