First Foundation Advisors
Latest statistics and disclosures from First Foundation Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOG, IVV, AMZN, UPS, and represent 31.82% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$24M), ACN (+$12M), GSLC (+$7.5M), RSP, IWR, CMF, MOAT, IEMG, GSSC, SHYD.
- Started 39 new stock positions in SWKS, TFC, SPG, SHOP, RSPT, SCHA, XLV, WELL, EA, MU.
- Reduced shares in these 10 stocks: MSFT (-$29M), GOOG (-$11M), RTO (-$11M), AAPL (-$10M), AMZN (-$8.5M), CP (-$8.1M), UNH (-$6.4M), QCOM (-$5.7M), BRK.B (-$5.3M), SU (-$5.3M).
- Sold out of its positions in APPF, ARDC, DJP, BBN, MUC, BAM, CDNS, CWT, CMP, DALN.
- First Foundation Advisors was a net seller of stock by $-174M.
- First Foundation Advisors has $2.2B in assets under management (AUM), dropping by 2.59%.
- Central Index Key (CIK): 0001086763
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Portfolio Holdings for First Foundation Advisors
First Foundation Advisors holds 431 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.5 | $406M | -6% | 1.1M | 376.04 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $90M | -11% | 636k | 140.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.9 | $86M | +39% | 179k | 477.63 |
|
| Amazon (AMZN) | 2.7 | $60M | -12% | 396k | 151.94 |
|
| United Parcel Service CL B (UPS) | 2.6 | $57M | 364k | 157.23 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.5 | $55M | +6% | 646k | 84.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $53M | -8% | 149k | 356.66 |
|
| Apple (AAPL) | 2.3 | $51M | -16% | 265k | 192.53 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $47M | +5% | 674k | 70.35 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.9 | $42M | +21% | 450k | 93.81 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.6 | $35M | 627k | 54.98 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.4 | $31M | +4% | 960k | 32.66 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $31M | +14% | 398k | 77.73 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.4 | $30M | +3% | 1.2M | 24.98 |
|
| Philip Morris International (PM) | 1.4 | $30M | -2% | 319k | 94.08 |
|
| Advanced Micro Devices (AMD) | 1.2 | $27M | -4% | 184k | 147.41 |
|
| UnitedHealth (UNH) | 1.2 | $27M | -19% | 52k | 526.47 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $25M | -6% | 148k | 170.10 |
|
| Charles Schwab Corporation (SCHW) | 1.1 | $25M | -4% | 356k | 68.80 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $24M | -15% | 57k | 426.51 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 1.1 | $24M | +17% | 414k | 57.94 |
|
| Uber Technologies (UBER) | 1.1 | $23M | -5% | 376k | 61.57 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $22M | +17% | 440k | 50.58 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.0 | $22M | +17% | 349k | 63.12 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.9 | $21M | +6% | 551k | 37.49 |
|
| Suncor Energy (SU) | 0.9 | $20M | -20% | 635k | 32.04 |
|
| AmerisourceBergen (COR) | 0.9 | $20M | -10% | 99k | 205.38 |
|
| Canadian Pacific Kansas City (CP) | 0.9 | $20M | -28% | 254k | 79.06 |
|
| Qualcomm (QCOM) | 0.9 | $19M | -23% | 130k | 144.63 |
|
| Lowe's Companies (LOW) | 0.8 | $18M | -9% | 83k | 222.55 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $18M | +9% | 90k | 200.71 |
|
| Chevron Corporation (CVX) | 0.8 | $18M | -10% | 119k | 149.16 |
|
| Cme (CME) | 0.8 | $17M | -8% | 82k | 210.60 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $17M | +232% | 49k | 350.91 |
|
| Applied Materials (AMAT) | 0.7 | $16M | -7% | 100k | 162.07 |
|
| Amphenol Corp Cl A (APH) | 0.7 | $16M | -13% | 161k | 99.13 |
|
| Danaher Corporation (DHR) | 0.7 | $15M | -16% | 63k | 231.34 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.6 | $14M | -4% | 250k | 56.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $14M | +2% | 140k | 99.25 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $14M | -14% | 131k | 105.23 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $14M | 124k | 110.66 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.6 | $13M | -12% | 59k | 227.29 |
|
| Cisco Systems (CSCO) | 0.6 | $13M | -20% | 253k | 50.52 |
|
| Kroger (KR) | 0.6 | $13M | -5% | 277k | 45.71 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $13M | -3% | 321k | 39.03 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.6 | $12M | +7% | 280k | 44.02 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.6 | $12M | -24% | 305k | 40.12 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.6 | $12M | +21% | 396k | 30.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $12M | -12% | 25k | 475.31 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $11M | +74% | 72k | 157.80 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $11M | -27% | 67k | 170.46 |
|
| Linde SHS (LIN) | 0.5 | $11M | -12% | 28k | 410.71 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.5 | $11M | -18% | 167k | 67.35 |
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.5 | $10M | +10% | 248k | 41.44 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $10M | -3% | 106k | 96.39 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $9.9M | -11% | 15k | 660.06 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $8.8M | -26% | 18k | 495.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $8.6M | 20k | 436.79 |
|
|
| Walt Disney Company (DIS) | 0.4 | $8.2M | -23% | 91k | 90.29 |
|
| Broadcom (AVGO) | 0.3 | $7.6M | -14% | 6.8k | 1116.57 |
|
| Nextera Energy (NEE) | 0.3 | $7.6M | -29% | 124k | 60.74 |
|
| Burford Cap Ord Shs (BUR) | 0.3 | $7.4M | +7% | 474k | 15.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $7.0M | -20% | 50k | 139.69 |
|
| Diageo Spon Adr New (DEO) | 0.3 | $6.9M | -42% | 48k | 145.66 |
|
| Meta Platforms Cl A (META) | 0.3 | $6.9M | -35% | 20k | 353.96 |
|
| Aon Shs Cl A (AON) | 0.3 | $6.6M | -21% | 23k | 291.01 |
|
| Johnson & Johnson (JNJ) | 0.3 | $6.2M | -25% | 40k | 156.74 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $6.1M | -18% | 20k | 303.17 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $5.6M | -24% | 9.3k | 596.60 |
|
| Visa Com Cl A (V) | 0.2 | $5.4M | -32% | 21k | 260.34 |
|
| Realty Income (O) | 0.2 | $4.8M | -10% | 85k | 57.42 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.6M | -12% | 62k | 75.35 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $4.5M | -33% | 88k | 50.74 |
|
| TJX Companies (TJX) | 0.2 | $4.4M | -9% | 47k | 93.81 |
|
| Lululemon Athletica (LULU) | 0.2 | $4.4M | 8.5k | 511.29 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $4.3M | -8% | 29k | 146.54 |
|
| Intuit (INTU) | 0.2 | $4.1M | -9% | 6.5k | 625.06 |
|
| Pfizer (PFE) | 0.2 | $3.9M | -20% | 135k | 28.79 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.2 | $3.9M | +498% | 176k | 22.13 |
|
| Ready Cap Corp Com reit (RC) | 0.2 | $3.9M | -34% | 376k | 10.25 |
|
| Home Depot (HD) | 0.2 | $3.7M | -16% | 11k | 346.56 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $3.6M | 150k | 24.18 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.6M | -9% | 44k | 82.04 |
|
| Cintas Corporation (CTAS) | 0.2 | $3.5M | -6% | 5.8k | 602.61 |
|
| Tandy Leather Factory (TLF) | 0.2 | $3.5M | 827k | 4.26 |
|
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| Servicenow (NOW) | 0.1 | $3.3M | -16% | 4.6k | 706.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.3M | 6.00 | 542625.00 |
|
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $3.2M | +15% | 60k | 53.19 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $3.2M | -33% | 87k | 36.48 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $3.1M | NEW | 101k | 30.95 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.1M | -7% | 35k | 88.36 |
|
| Analog Devices (ADI) | 0.1 | $3.0M | -15% | 15k | 198.56 |
|
| Keysight Technologies (KEYS) | 0.1 | $3.0M | -2% | 19k | 159.09 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.9M | -33% | 7.1k | 409.51 |
|
| Gilead Sciences (GILD) | 0.1 | $2.8M | -30% | 34k | 81.01 |
|
| S&p Global (SPGI) | 0.1 | $2.8M | -29% | 6.2k | 440.51 |
|
| Msci (MSCI) | 0.1 | $2.7M | 4.8k | 565.65 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.7M | -5% | 3.1k | 878.29 |
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| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $2.7M | -80% | 94k | 28.61 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $2.6M | -16% | 4.7k | 555.05 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.6M | -10% | 27k | 96.01 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $2.6M | 13k | 192.52 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.6M | 11k | 232.64 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $2.5M | -14% | 13k | 197.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.5M | +4% | 11k | 237.23 |
|
| BlackRock (BLK) | 0.1 | $2.5M | -21% | 3.1k | 811.75 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $2.4M | -19% | 2.0k | 1195.62 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.4M | -4% | 60k | 40.21 |
|
| Pool Corporation (POOL) | 0.1 | $2.3M | +3% | 5.9k | 398.71 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.3M | +615% | 3.0k | 756.92 |
|
| Tesla Motors (TSLA) | 0.1 | $2.3M | -27% | 9.2k | 248.48 |
|
| Fortinet (FTNT) | 0.1 | $2.1M | -9% | 36k | 58.53 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $2.1M | +86% | 1.3k | 1572.45 |
|
| Pepsi (PEP) | 0.1 | $2.1M | +11% | 12k | 169.83 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $2.1M | -13% | 36k | 57.98 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $2.0M | 33k | 61.53 |
|
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.1 | $2.0M | +6% | 62k | 31.50 |
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| Webster Financial Corporation (WBS) | 0.1 | $1.9M | 38k | 50.76 |
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| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.1 | $1.9M | -9% | 107k | 18.05 |
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| Nuveen California Muni Vlu F Com Stk (NCA) | 0.1 | $1.9M | 208k | 8.96 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $1.9M | +558% | 61k | 30.27 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | -36% | 18k | 99.98 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.1 | $1.8M | NEW | 76k | 23.59 |
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| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.1 | $1.8M | +16% | 57k | 31.14 |
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| Paycom Software (PAYC) | 0.1 | $1.8M | 8.6k | 206.72 |
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| Lam Research Corporation (LRCX) | 0.1 | $1.7M | -14% | 2.2k | 783.37 |
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| Joint (JYNT) | 0.1 | $1.7M | +18% | 176k | 9.61 |
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| Albertsons Cos Common Stock (ACI) | 0.1 | $1.7M | NEW | 74k | 23.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.6M | 5.9k | 277.15 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $1.6M | -9% | 91k | 17.95 |
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| Merck & Co (MRK) | 0.1 | $1.6M | -28% | 15k | 109.02 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.6M | -39% | 2.8k | 582.96 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $1.6M | +7% | 51k | 31.03 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $1.6M | 16k | 99.19 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.5M | +111% | 14k | 108.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.5M | +2% | 14k | 108.25 |
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| Equity Comwlth Com Sh Ben Int (EQC) | 0.1 | $1.5M | 79k | 19.20 |
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| Alexandria Real Estate Equities (ARE) | 0.1 | $1.5M | -61% | 12k | 126.77 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $1.5M | 101k | 14.80 |
|
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| Dupont De Nemours (DD) | 0.1 | $1.5M | -5% | 19k | 76.93 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | -20% | 3.2k | 453.16 |
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| Creative Media & Cmnty Tr Com New (CMCT) | 0.1 | $1.4M | 391k | 3.69 |
|
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| Boeing Company (BA) | 0.1 | $1.4M | -24% | 5.5k | 260.66 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $1.4M | -13% | 34k | 42.22 |
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| Abbvie (ABBV) | 0.1 | $1.4M | -39% | 9.1k | 154.96 |
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| Dow (DOW) | 0.1 | $1.4M | -10% | 25k | 54.84 |
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| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $1.4M | -8% | 67k | 20.48 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.3M | +251% | 8.5k | 155.32 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.3M | +253% | 13k | 104.47 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | -37% | 12k | 110.07 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.3M | -44% | 44k | 29.29 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.3M | -56% | 2.8k | 460.70 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | -66% | 4.4k | 296.52 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.2M | 23k | 53.82 |
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| Altria (MO) | 0.1 | $1.2M | -17% | 31k | 40.34 |
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| Netflix (NFLX) | 0.1 | $1.2M | -46% | 2.5k | 486.88 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | -18% | 11k | 105.44 |
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| Rockwell Automation (ROK) | 0.1 | $1.2M | -25% | 3.9k | 310.48 |
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| Molina Healthcare (MOH) | 0.1 | $1.2M | -11% | 3.3k | 361.31 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $1.2M | 20k | 57.10 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.2M | -16% | 24k | 48.29 |
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| Honeywell International (HON) | 0.1 | $1.2M | -32% | 5.6k | 209.71 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | 20k | 56.40 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.1M | +21% | 12k | 96.85 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | -54% | 8.5k | 130.93 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | -51% | 7.0k | 157.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | +2% | 5.7k | 191.17 |
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| Caterpillar (CAT) | 0.0 | $1.1M | -21% | 3.7k | 295.67 |
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| Range Resources (RRC) | 0.0 | $1.1M | -32% | 36k | 30.44 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.1M | 28k | 37.60 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.1M | +72% | 4.2k | 252.25 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $1.0M | +301% | 26k | 39.44 |
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| Amgen (AMGN) | 0.0 | $1.0M | -27% | 3.5k | 287.99 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $977k | -61% | 19k | 50.23 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $958k | -34% | 22k | 43.85 |
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| Medtronic SHS (MDT) | 0.0 | $938k | -17% | 11k | 82.38 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $926k | -49% | 5.6k | 165.24 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $910k | +187% | 7.8k | 116.28 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $896k | -34% | 11k | 84.14 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $869k | 2.8k | 310.88 |
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| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $867k | +161% | 71k | 12.24 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $859k | NEW | 605.00 | 1418.97 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $846k | +2% | 11k | 75.10 |
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| Public Storage (PSA) | 0.0 | $820k | -10% | 2.7k | 305.00 |
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| Yum! Brands (YUM) | 0.0 | $808k | -5% | 6.2k | 130.65 |
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| Coca-Cola Company (KO) | 0.0 | $807k | -46% | 14k | 58.93 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $806k | 669.00 | 1205.28 |
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| Sherwin-Williams Company (SHW) | 0.0 | $761k | -25% | 2.4k | 311.98 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $752k | -11% | 68k | 11.09 |
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| Anthem (ELV) | 0.0 | $745k | -49% | 1.6k | 471.56 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $744k | -6% | 7.2k | 103.45 |
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| Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.0 | $734k | -18% | 29k | 24.99 |
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| Union Pacific Corporation (UNP) | 0.0 | $730k | -24% | 3.0k | 245.62 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $701k | +19% | 7.0k | 100.51 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $694k | -15% | 1.5k | 468.06 |
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| Nike CL B (NKE) | 0.0 | $692k | -33% | 6.4k | 108.57 |
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| Canadian Natl Ry (CNI) | 0.0 | $682k | -57% | 5.4k | 125.63 |
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| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $680k | 73k | 9.32 |
|
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| Edwards Lifesciences (EW) | 0.0 | $679k | -29% | 8.9k | 76.25 |
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| Intel Corporation (INTC) | 0.0 | $672k | -62% | 13k | 50.25 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $658k | 16k | 40.95 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $657k | 16k | 41.10 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $656k | 23k | 29.23 |
|
|
| TCW Strategic Income Fund (TSI) | 0.0 | $643k | 140k | 4.59 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $642k | +2% | 12k | 52.10 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $642k | 5.7k | 111.64 |
|
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $638k | +38% | 6.8k | 93.20 |
|
| Paccar (PCAR) | 0.0 | $630k | -13% | 6.4k | 97.65 |
|
| Rivernorth Doubleline Strate (OPP) | 0.0 | $625k | +2% | 75k | 8.36 |
|
| Morgan Stanley Com New (MS) | 0.0 | $625k | -33% | 6.7k | 93.24 |
|
| Target Corporation (TGT) | 0.0 | $605k | -38% | 4.2k | 142.43 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $588k | 3.3k | 178.81 |
|
|
| Phillips 66 (PSX) | 0.0 | $588k | -16% | 4.4k | 133.13 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $576k | +11% | 15k | 39.10 |
|
| American Express Company (AXP) | 0.0 | $570k | -32% | 3.0k | 187.34 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $567k | +11% | 2.9k | 192.48 |
|
| Waste Management (WM) | 0.0 | $553k | -27% | 3.1k | 179.14 |
|
| ConocoPhillips (COP) | 0.0 | $552k | -7% | 4.8k | 116.07 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $549k | NEW | 11k | 49.93 |
|
| Unity Software (U) | 0.0 | $537k | +16% | 13k | 40.89 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $533k | -14% | 5.6k | 94.69 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $527k | -28% | 3.9k | 134.06 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $525k | -37% | 5.1k | 102.90 |
|
| Shell Spon Ads (SHEL) | 0.0 | $524k | +14% | 8.0k | 65.80 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $514k | -18% | 6.8k | 75.54 |
|
| Sprott Com New (SII) | 0.0 | $503k | 15k | 33.95 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $501k | 9.3k | 53.97 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $500k | 12k | 40.25 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $499k | 4.4k | 113.99 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $489k | -23% | 6.8k | 72.43 |
|
| Synopsys (SNPS) | 0.0 | $489k | -45% | 950.00 | 514.91 |
|
| Deere & Company (DE) | 0.0 | $488k | -46% | 1.2k | 399.97 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $484k | +6% | 3.8k | 126.60 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $482k | NEW | 7.6k | 63.33 |
|
| Xcel Energy (XEL) | 0.0 | $479k | -56% | 7.7k | 61.91 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $479k | 15k | 31.49 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $472k | -22% | 9.9k | 47.90 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $467k | -58% | 880.00 | 530.79 |
|
| Nexpoint Residential Tr (NXRT) | 0.0 | $462k | -46% | 13k | 34.43 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $461k | +4% | 2.7k | 173.89 |
|
| PNC Financial Services (PNC) | 0.0 | $453k | -32% | 2.9k | 154.85 |
|
| Williams Companies (WMB) | 0.0 | $451k | -17% | 13k | 34.83 |
|
| Emerson Electric (EMR) | 0.0 | $443k | -21% | 4.6k | 97.33 |
|
| Verizon Communications (VZ) | 0.0 | $437k | -46% | 12k | 37.70 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $412k | -3% | 1.6k | 262.55 |
|
| MGM Resorts International. (MGM) | 0.0 | $403k | -57% | 9.0k | 44.68 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $403k | +33% | 3.0k | 135.41 |
|
| Microchip Technology (MCHP) | 0.0 | $399k | -25% | 4.4k | 90.18 |
|
| Air Products & Chemicals (APD) | 0.0 | $397k | -43% | 1.5k | 273.85 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $394k | 2.5k | 156.89 |
|
|
| Enterprise Financial Services (EFSC) | 0.0 | $392k | 8.8k | 44.65 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $391k | -15% | 3.9k | 100.27 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $388k | NEW | 16k | 24.03 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $383k | -2% | 13k | 28.61 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $375k | +10% | 12k | 32.06 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $373k | -23% | 8.8k | 42.33 |
|
| General Electric Com New (GE) | 0.0 | $370k | -57% | 2.9k | 127.63 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $370k | +176% | 42k | 8.78 |
|
| Sempra Energy (SRE) | 0.0 | $370k | -25% | 4.9k | 74.73 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $366k | -10% | 3.6k | 100.97 |
|
| Barclays Adr (BCS) | 0.0 | $363k | 46k | 7.88 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $362k | -55% | 2.5k | 146.28 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $362k | -16% | 4.3k | 83.85 |
|
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $359k | 6.3k | 57.30 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $359k | +65% | 17k | 21.78 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $354k | 6.0k | 58.82 |
|
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $354k | 7.1k | 49.50 |
|
|
| Proshares Tr Pshs Ultsh 20yrs (TBT) | 0.0 | $352k | NEW | 12k | 30.20 |
|
| Bank of America Corporation (BAC) | 0.0 | $348k | -67% | 10k | 33.67 |
|
| Intercontinental Exchange (ICE) | 0.0 | $348k | -22% | 2.7k | 128.43 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $344k | +4% | 8.1k | 42.52 |
|
| At&t (T) | 0.0 | $341k | -47% | 20k | 16.78 |
|
| International Business Machines (IBM) | 0.0 | $341k | -56% | 2.1k | 163.56 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $341k | 2.7k | 124.97 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $340k | -43% | 6.5k | 52.05 |
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $337k | +97% | 100k | 3.37 |
|
| Booking Holdings (BKNG) | 0.0 | $337k | -48% | 95.00 | 3547.22 |
|
| Oneok (OKE) | 0.0 | $332k | -14% | 4.7k | 70.22 |
|
| Republic Services (RSG) | 0.0 | $330k | -34% | 2.0k | 164.91 |
|
| Rli (RLI) | 0.0 | $329k | 2.5k | 133.13 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $329k | -34% | 798.00 | 412.23 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $328k | +93% | 27k | 12.24 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $326k | 4.2k | 77.37 |
|
|
| Nexpoint Diversified Rel Et Com New (NXDT) | 0.0 | $326k | 41k | 7.95 |
|
|
| Hca Holdings (HCA) | 0.0 | $321k | -33% | 1.2k | 270.61 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $318k | +8% | 10k | 31.54 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $313k | -14% | 3.5k | 89.47 |
|
| Automatic Data Processing (ADP) | 0.0 | $312k | -46% | 1.3k | 232.97 |
|
| McKesson Corporation (MCK) | 0.0 | $297k | -36% | 642.00 | 462.99 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $294k | -21% | 3.2k | 91.05 |
|
| Packaging Corporation of America (PKG) | 0.0 | $293k | -15% | 1.8k | 162.91 |
|
| Wec Energy Group (WEC) | 0.0 | $292k | -12% | 3.5k | 84.17 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $292k | -58% | 864.00 | 337.36 |
|
| Corteva (CTVA) | 0.0 | $289k | -17% | 6.0k | 47.92 |
|
| SYSCO Corporation (SYY) | 0.0 | $281k | -39% | 3.8k | 73.13 |
|
| Eaton Corp SHS (ETN) | 0.0 | $281k | -73% | 1.2k | 240.82 |
|
| General Dynamics Corporation (GD) | 0.0 | $279k | -27% | 1.1k | 259.67 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $276k | 544.00 | 507.38 |
|
|
| Stryker Corporation (SYK) | 0.0 | $269k | -66% | 898.00 | 299.46 |
|
| Iqvia Holdings (IQV) | 0.0 | $265k | -64% | 1.1k | 231.38 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $265k | -48% | 14k | 18.52 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $265k | 3.5k | 76.13 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $264k | 651.00 | 405.64 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $263k | -15% | 2.2k | 119.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $260k | +9% | 1.5k | 170.40 |
|
| American Airls (AAL) | 0.0 | $255k | -4% | 19k | 13.74 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $252k | 1.4k | 179.97 |
|
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $249k | -78% | 20k | 12.80 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $246k | 5.8k | 42.41 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $242k | NEW | 3.4k | 72.03 |
|
| Dollar General (DG) | 0.0 | $240k | -23% | 1.8k | 135.95 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $238k | 1.7k | 143.64 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $238k | -8% | 1.1k | 213.33 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $238k | 2.0k | 117.22 |
|
|
| Fastenal Company (FAST) | 0.0 | $235k | -44% | 3.6k | 64.77 |
|
| Prologis (PLD) | 0.0 | $232k | -64% | 1.7k | 133.30 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $232k | 18k | 12.66 |
|
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $229k | 9.5k | 24.18 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $229k | NEW | 7.0k | 32.63 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $227k | -19% | 21k | 11.00 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $227k | -4% | 601.00 | 376.87 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $223k | 6.0k | 36.96 |
|
|
| FirstEnergy (FE) | 0.0 | $217k | -53% | 5.9k | 36.66 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $217k | NEW | 1.5k | 145.01 |
|
| Nov (NOV) | 0.0 | $216k | -7% | 11k | 20.28 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $216k | -18% | 11k | 20.42 |
|
| Edison International (EIX) | 0.0 | $215k | -29% | 3.0k | 71.49 |
|
| Enterprise Products Partners (EPD) | 0.0 | $215k | 8.1k | 26.35 |
|
|
| Cto Realty Growth (CTO) | 0.0 | $215k | -22% | 12k | 17.33 |
|
| Hershey Company (HSY) | 0.0 | $213k | -29% | 1.1k | 186.44 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $212k | NEW | 1.6k | 136.39 |
|
| Norfolk Southern (NSC) | 0.0 | $210k | -46% | 888.00 | 236.38 |
|
| Goldman Sachs (GS) | 0.0 | $206k | -81% | 534.00 | 385.77 |
|
| 3M Company (MMM) | 0.0 | $206k | -59% | 1.9k | 109.32 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $205k | NEW | 325.00 | 631.62 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $202k | NEW | 4.3k | 47.24 |
|
| First American Financial (FAF) | 0.0 | $200k | NEW | 3.1k | 64.44 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $200k | -12% | 13k | 15.57 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $199k | NEW | 4.0k | 49.14 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $195k | -65% | 2.5k | 78.96 |
|
| Shockwave Med (SWAV) | 0.0 | $191k | -7% | 1.0k | 190.56 |
|
| Fiserv (FI) | 0.0 | $189k | -46% | 1.4k | 132.84 |
|
| Wells Fargo & Company (WFC) | 0.0 | $187k | -65% | 3.8k | 49.22 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $184k | 13k | 14.65 |
|
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $178k | 19k | 9.58 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $176k | NEW | 4.8k | 36.92 |
|
| American Tower Reit (AMT) | 0.0 | $174k | -49% | 805.00 | 215.88 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $173k | -47% | 1.8k | 97.02 |
|
| CarMax (KMX) | 0.0 | $173k | -44% | 2.3k | 76.74 |
|
| Nexpoint Real Estate Fin (NREF) | 0.0 | $169k | -2% | 11k | 15.75 |
|
| Ecolab (ECL) | 0.0 | $166k | -55% | 838.00 | 198.35 |
|
| Becton, Dickinson and (BDX) | 0.0 | $163k | -52% | 667.00 | 243.83 |
|
| Starwood Property Trust (STWD) | 0.0 | $160k | -41% | 7.6k | 21.02 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $158k | -54% | 1.3k | 121.51 |
|
| salesforce (CRM) | 0.0 | $158k | -79% | 600.00 | 263.14 |
|
| Nucor Corporation (NUE) | 0.0 | $157k | -41% | 899.00 | 174.04 |
|
| Ford Motor Company (F) | 0.0 | $154k | -38% | 13k | 12.19 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $151k | -56% | 371.00 | 406.89 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $151k | 15k | 10.32 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $150k | -39% | 621.00 | 241.75 |
|
| Centene Corporation (CNC) | 0.0 | $149k | NEW | 2.0k | 74.21 |
|
| General Motors Company (GM) | 0.0 | $148k | -46% | 4.1k | 35.92 |
|
| Carrier Global Corporation (CARR) | 0.0 | $147k | -54% | 2.6k | 57.45 |
|
| Apollo Sr Floating Rate Fd I (AFT) | 0.0 | $146k | 11k | 13.25 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $145k | NEW | 642.00 | 225.51 |
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $142k | -19% | 20k | 7.23 |
|
| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $141k | NEW | 14k | 10.35 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $140k | -62% | 2.7k | 51.32 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $140k | 21k | 6.65 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $132k | -32% | 340.00 | 388.68 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $132k | -38% | 11k | 11.82 |
|
| Genuine Parts Company (GPC) | 0.0 | $125k | -44% | 901.00 | 138.50 |
|
| Moody's Corporation (MCO) | 0.0 | $124k | -61% | 317.00 | 390.56 |
|
| PPG Industries (PPG) | 0.0 | $121k | -59% | 806.00 | 149.56 |
|
| Citigroup Com New (C) | 0.0 | $117k | NEW | 2.3k | 51.45 |
|
| Simon Property (SPG) | 0.0 | $115k | NEW | 803.00 | 142.64 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $114k | NEW | 2.0k | 57.64 |
|
| Dominion Resources (D) | 0.0 | $108k | -75% | 2.3k | 47.00 |
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $102k | 10k | 9.80 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $101k | -61% | 206.00 | 489.99 |
|
| FedEx Corporation (FDX) | 0.0 | $101k | -71% | 398.00 | 253.07 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $99k | 10k | 9.88 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $96k | NEW | 1.7k | 57.61 |
|
| Travelers Companies (TRV) | 0.0 | $95k | -60% | 499.00 | 190.49 |
|
| Aptiv SHS (APTV) | 0.0 | $95k | -72% | 1.1k | 89.72 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $94k | -77% | 1.2k | 79.71 |
|
| O'reilly Automotive (ORLY) | 0.0 | $92k | -62% | 97.00 | 950.08 |
|
| Martin Marietta Materials (MLM) | 0.0 | $91k | NEW | 182.00 | 498.91 |
|
| Kinder Morgan (KMI) | 0.0 | $88k | NEW | 5.0k | 17.64 |
|
| Trane Technologies SHS (TT) | 0.0 | $88k | NEW | 360.00 | 243.90 |
|
| Reading Intl Cl A (RDI) | 0.0 | $87k | NEW | 46k | 1.91 |
|
| Hubbell (HUBB) | 0.0 | $86k | -75% | 260.00 | 328.93 |
|
| Shopify Cl A (SHOP) | 0.0 | $84k | NEW | 1.1k | 77.90 |
|
| Crown Castle Intl (CCI) | 0.0 | $83k | NEW | 723.00 | 115.19 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $81k | -65% | 257.00 | 313.09 |
|
| Metropcs Communications (TMUS) | 0.0 | $80k | -74% | 501.00 | 160.33 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $78k | NEW | 1.5k | 52.04 |
|
| Paychex (PAYX) | 0.0 | $77k | -74% | 649.00 | 119.11 |
|
| Skyworks Solutions (SWKS) | 0.0 | $76k | NEW | 679.00 | 112.42 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $75k | NEW | 1.7k | 43.26 |
|
| Chubb (CB) | 0.0 | $73k | -79% | 323.00 | 226.00 |
|
| Kla Corp Com New (KLAC) | 0.0 | $73k | -77% | 125.00 | 581.30 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $71k | -73% | 31.00 | 2286.97 |
|
| General Mills (GIS) | 0.0 | $66k | -81% | 1.0k | 65.14 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $64k | -75% | 850.00 | 75.53 |
|
| Cigna Corp (CI) | 0.0 | $64k | -85% | 214.00 | 299.45 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $57k | 11k | 5.22 |
|
|
| Matterport Com Cl A (MTTR) | 0.0 | $56k | 21k | 2.69 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $55k | -85% | 188.00 | 294.88 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $55k | -87% | 216.00 | 255.32 |
|
| Roper Industries (ROP) | 0.0 | $55k | -85% | 100.00 | 545.17 |
|
| Iqiyi Sponsored Ads (IQ) | 0.0 | $49k | 10k | 4.88 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $49k | NEW | 185.00 | 261.93 |
|
| Trx Gold Corporation (TRX) | 0.0 | $45k | 117k | 0.38 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $41k | -89% | 101.00 | 405.33 |
|
| Bio-techne Corporation (TECH) | 0.0 | $34k | -86% | 441.00 | 77.16 |
|
| Micron Technology (MU) | 0.0 | $34k | NEW | 397.00 | 85.34 |
|
| Progressive Corporation (PGR) | 0.0 | $34k | -93% | 212.00 | 159.29 |
|
| Guardant Health (GH) | 0.0 | $30k | -85% | 1.1k | 27.05 |
|
| Autodesk (ADSK) | 0.0 | $30k | -92% | 123.00 | 243.48 |
|
| Electronic Arts (EA) | 0.0 | $29k | NEW | 208.00 | 136.81 |
|
| Tractor Supply Company (TSCO) | 0.0 | $28k | -90% | 130.00 | 215.03 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $27k | NEW | 303.00 | 90.18 |
|
| Heartbeam (BEAT) | 0.0 | $24k | NEW | 10k | 2.35 |
|
| Ameriprise Financial (AMP) | 0.0 | $23k | NEW | 60.00 | 379.83 |
|
| Aerwins Technolo (AWIN) | 0.0 | $23k | 150k | 0.15 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $19k | -90% | 99.00 | 189.47 |
|
| Sonim Technologies Com New (SONM) | 0.0 | $18k | -48% | 25k | 0.73 |
|
| Equinix (EQIX) | 0.0 | $18k | -94% | 22.00 | 805.41 |
|
| Canoo Com Cl A | 0.0 | $5.1k | +82% | 20k | 0.26 |
|
| Humana (HUM) | 0.0 | $3.7k | -98% | 8.00 | 457.75 |
|
Past Filings by First Foundation Advisors
SEC 13F filings are viewable for First Foundation Advisors going back to 2010
- First Foundation Advisors 2023 Q4 filed Feb. 14, 2024
- First Foundation Advisors 2023 Q3 filed Nov. 15, 2023
- First Foundation Advisors 2023 Q2 filed Aug. 14, 2023
- First Foundation Advisors 2023 Q1 filed May 12, 2023
- First Foundation Advisors 2022 Q4 filed Feb. 14, 2023
- First Foundation Advisors 2022 Q3 filed Nov. 14, 2022
- First Foundation Advisors 2022 Q2 filed Aug. 12, 2022
- First Foundation Advisors 2022 Q1 filed May 5, 2022
- First Foundation Advisors 2021 Q4 filed Feb. 14, 2022
- First Foundation Advisors 2021 Q3 filed Nov. 15, 2021
- First Foundation Advisors 2021 Q2 filed Aug. 13, 2021
- First Foundation Advisors 2021 Q1 filed May 18, 2021
- 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