First Foundation Advisors
Latest statistics and disclosures from First Foundation Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOG, UPS, BRK.B, AAPL, and represent 26.30% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: Brookfield Corp Cl A Ltd Vt Sh (+$20M), IVV (+$16M), SU (+$16M), LH (+$13M), RTO (+$12M), IWM (+$9.4M), IEFA (+$7.9M), KMX (+$7.1M), IWR (+$7.1M), ITOT (+$6.9M).
- Started 42 new stock positions in XYLD, IGV, GOVT, EAGG, CB, SCHG, JCI, ESGE, AOR, MCO.
- Reduced shares in these 10 stocks: PECO (-$32M), O (-$28M), Brookfield Asset Management (-$23M), ENB (-$21M), TJX (-$18M), TPL (-$17M), BLK (-$12M), IAU (-$8.7M), UNH (-$8.3M), AMZN (-$7.2M).
- Sold out of its positions in ATVI, NLY, BRCC, Brookfield Asset Management, CMP, DFUV, DBL, ET, ELS, DFP.
- First Foundation Advisors was a net seller of stock by $-77M.
- First Foundation Advisors has $2.1B in assets under management (AUM), dropping by 2.25%.
- Central Index Key (CIK): 0001086763
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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
- First Foundation Advisors 2022 Q4 filed Feb. 14, 2023
- First Foundation Advisors 2022 Q3 filed Nov. 14, 2022
- First Foundation Advisors 2022 Q2 filed Aug. 12, 2022
- First Foundation Advisors 2022 Q1 filed May 5, 2022
- First Foundation Advisors 2021 Q4 filed Feb. 14, 2022
- First Foundation Advisors 2021 Q3 filed Nov. 15, 2021
- First Foundation Advisors 2021 Q2 filed Aug. 13, 2021
- First Foundation Advisors 2021 Q1 filed May 18, 2021
- First Foundation Advisors 2020 Q4 filed Feb. 16, 2021
- First Foundation Advisors 2020 Q3 filed Nov. 12, 2020
- 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