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FIRST FOUNDATION ADVISORS

13F
FIRST FOUNDATION ADVISORS
Last update 2025-05-08 332 Stocks (8 new)
Value $2.46 Bil Turnover 4 %
Countries:
FIRST FOUNDATION ADVISORS Top Holdings of 2025-03-31 View Full List
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
+38.94%
+21.47%
3,790,969.0
Software
IVV
iShares Core S&P 500 ETF
292,572
164,396.2
+9.87%
6.690
+0.60%
0.030
+19.67%
+7.80%
634,518.9
 
MOAT
VanEck Morningstar Wide Moat ETF
1,067,908
93,975.9
-3.00%
3.830
-0.12%
0.740
+18.48%
+3.63%
12,795.7
 
JEPI
JPMorgan Equity Premium Income ETF
1,502,869
85,873.9
-5.86%
3.500
-0.20%
0.230
+8.71%
+3.46%
41,037.7
 
GOOG
Alphabet Inc
508,368
79,422.3
-6.11%
3.230
-0.24%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
IEFA
iShares Core MSCI EAFE ETF
993,841
75,184.1
+3.71%
3.060
+0.11%
0.060
+11.52%
+19.59%
141,328.0
 
AAPL
Apple Inc
312,919
69,508.8
-4.62%
2.830
-0.14%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
AMZN
Amazon.com Inc
345,692
65,771.4
-6.30%
2.680
-0.19%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
BRK.B
Berkshire Hathaway Inc
122,055
65,003.8
-7.68%
2.650
-0.17%
0.010
-8.57%
+4.53%
1,022,296.6
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
+18.96%
+7.49%
14,014.4
 

FIRST FOUNDATION ADVISORS's Historical Top Holdings Breakdowns

FIRST FOUNDATION ADVISORS's Top Stock Picks View Full List
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
$108.29
0.50%
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
$48.16
0.56%
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
$630.67
6.80%
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
$100.59
0.08%
Add 188.7%
98,115
64,130
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.24%
156.06 ($183.12) 207.71
$185.94
1.54%
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
$98.11
0.36%
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
$22.80
-6.67%
Reduce -17.54%
1,115,085
-237,223
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.22%
375.39 ($407.71) 447.2
$510.05
25.10%
Reduce -1.32%
1,028,833
-13,724
QCOM
Qualcomm Inc
2025-03-31
Reduce
Reduce
-0.22%
151.94 ($163) 175.86
$154.80
-5.03%
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
$56.97
-2.21%
Reduce -5.86%
1,502,869
-93,533

FIRST FOUNDATION ADVISORS Total Holding History ($B)

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FIRST FOUNDATION ADVISORS's Asset Allocation

To

FIRST FOUNDATION ADVISORS Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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