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FIRST FOUNDATION ADVISORS13F | |
| FIRST FOUNDATION ADVISORS | |
| Last update 2025-05-08 | 332 Stocks (8 new) |
| Value $2.46 Bil | Turnover 4 % |
FIRST FOUNDATION ADVISORS Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 1,028,833 | 386,213.8 | -1.32% | 15.720 | -0.22% | 0.010 | +33.94% | +18.80% | 3,707,650.2 | Software | |
IVV | iShares Core S&P 500 ETF | 292,572 | 164,396.2 | +9.87% | 6.690 | +0.60% | 0.030 | +16.68% | +7.37% | 623,772.3 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 1,067,908 | 93,975.9 | -3.00% | 3.830 | -0.12% | 0.740 | +16.13% | +4.45% | 13,100.6 | ||
JEPI | JPMorgan Equity Premium Income ETF | 1,502,869 | 85,873.9 | -5.86% | 3.500 | -0.20% | 0.230 | +5.84% | +3.44% | 41,030.5 | ||
GOOG | Alphabet Inc | 508,368 | 79,422.3 | -6.11% | 3.230 | -0.24% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
IEFA | iShares Core MSCI EAFE ETF | 993,841 | 75,184.1 | +3.71% | 3.060 | +0.11% | 0.060 | +14.34% | +21.05% | 143,058.9 | ||
AAPL | Apple Inc | 312,919 | 69,508.8 | -4.62% | 2.830 | -0.14% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 345,692 | 65,771.4 | -6.30% | 2.680 | -0.19% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 122,055 | 65,003.8 | -7.68% | 2.650 | -0.17% | 0.010 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 514,121 | 56,594.5 | -4.85% | 2.300 | -0.11% | 0.450 | +16.41% | +7.31% | 13,991.6 |
FIRST FOUNDATION ADVISORS's Historical Top Holdings Breakdowns
FIRST FOUNDATION ADVISORS's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -1.06% | 105.1 ($107.75) 109.61 | $109.06 | 1.22% | Reduce -79.59% | 67,348 | -262,699 | |
JPRE | JPMorgan Realty Income ETF | 2025-03-31 | Add Add | +0.72% | 45.34 ($47.89) 49.96 | $48.06 | 0.35% | Add 283.92% | 492,017 | 363,862 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.60% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Add 9.87% | 292,572 | 26,272 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +0.26% | 100.34 ($100.51) 100.68 | $100.42 | -0.09% | Add 188.7% | 98,115 | 64,130 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.24% | 156.06 ($183.12) 207.71 | $180.55 | -1.40% | Reduce -6.11% | 508,368 | -33,065 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.23% | 95.85 ($97.76) 99.25 | $98.47 | 0.73% | Add 18.53% | 363,229 | 56,772 | |
PWZ |
Invesco California AMT-Free Municipal Bond ETF
Invesco California AMT-Free Municipal Bond ETF
| 2025-03-31 | Reduce Reduce | -0.22% | 23.68 ($24.43) 24.72 | $23.28 | -4.71% | Reduce -17.54% | 1,115,085 | -237,223 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.22% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Reduce -1.32% | 1,028,833 | -13,724 | |
QCOM | Qualcomm Inc | 2025-03-31 | Reduce Reduce | -0.22% | 151.94 ($163) 175.86 | $162.21 | -0.48% | Reduce -24.33% | 118,635 | -38,135 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Reduce Reduce | -0.20% | 56.17 ($58.26) 59.71 | $56.96 | -2.23% | Reduce -5.86% | 1,502,869 | -93,533 |
FIRST FOUNDATION ADVISORS Total Holding History ($B)
FIRST FOUNDATION ADVISORS's Asset Allocation
FIRST FOUNDATION ADVISORS Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FIRST FOUNDATION ADVISORS's Hypothetical Growth since 2025-03-31
FIRST FOUNDATION ADVISORS's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FIRST FOUNDATION ADVISORS's Holdings Heat Map
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FIRST FOUNDATION ADVISORS's Holdings Bubble Chart
FIRST FOUNDATION ADVISORS News
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