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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 | +38.00% | +20.34% | 3,755,441.4 | Software | |
IVV | iShares Core S&P 500 ETF | 292,572 | 164,396.2 | +9.87% | 6.690 | +0.60% | 0.030 | +19.71% | +7.98% | 636,576.3 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 1,067,908 | 93,975.9 | -3.00% | 3.830 | -0.12% | 0.740 | +19.05% | +4.93% | 12,891.8 | ||
JEPI | JPMorgan Equity Premium Income ETF | 1,502,869 | 85,873.9 | -5.86% | 3.500 | -0.20% | 0.230 | +8.92% | +3.79% | 41,268.0 | ||
GOOG | Alphabet Inc | 508,368 | 79,422.3 | -6.11% | 3.230 | -0.24% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
IEFA | iShares Core MSCI EAFE ETF | 993,841 | 75,184.1 | +3.71% | 3.060 | +0.11% | 0.060 | +10.95% | +20.93% | 144,033.5 | ||
AAPL | Apple Inc | 312,919 | 69,508.8 | -4.62% | 2.830 | -0.14% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
AMZN | Amazon.com Inc | 345,692 | 65,771.4 | -6.30% | 2.680 | -0.19% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 122,055 | 65,003.8 | -7.68% | 2.650 | -0.17% | 0.010 | -8.19% | +5.48% | 1,030,137.3 | 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 | +19.01% | +7.79% | 14,048.2 |
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 | $108.97 | 1.13% | 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 | $49.11 | 2.55% | 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 | $631.74 | 6.98% | 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 | $100.62 | 0.11% | Add 188.7% | 98,115 | 64,130 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.24% | 156.06 ($183.12) 207.71 | $192.11 | 4.91% | 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 | $98.57 | 0.83% | 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 | $22.82 | -6.59% | Reduce -17.54% | 1,115,085 | -237,223 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.22% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -1.32% | 1,028,833 | -13,724 | |
QCOM | Qualcomm Inc | 2025-03-31 | Reduce Reduce | -0.22% | 151.94 ($163) 175.86 | $157.99 | -3.07% | 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 | $57.15 | -1.91% | Reduce -5.86% | 1,502,869 | -93,533 |
FIRST FOUNDATION ADVISORS Total Holding History ($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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