FF
| |
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
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 | +28.75% | +16.96% | 3,650,048.0 | Software | |
IVV | iShares Core S&P 500 ETF | 292,572 | 164,396.2 | +9.87% | 6.690 | +0.60% | 0.030 | +10.26% | +6.56% | 619,055.5 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 1,067,908 | 93,975.9 | -3.00% | 3.830 | -0.12% | 0.740 | +9.40% | +4.14% | 13,061.4 | ||
JEPI | JPMorgan Equity Premium Income ETF | 1,502,869 | 85,873.9 | -5.86% | 3.500 | -0.20% | 0.230 | +2.25% | +3.17% | 40,922.5 | ||
GOOG | Alphabet Inc | 508,368 | 79,422.3 | -6.11% | 3.230 | -0.24% | 0.000 | +13.29% | -5.39% | 2,174,084.8 | Interactive Media | |
IEFA | iShares Core MSCI EAFE ETF | 993,841 | 75,184.1 | +3.71% | 3.060 | +0.11% | 0.060 | +11.87% | +20.99% | 142,990.4 | ||
AAPL | Apple Inc | 312,919 | 69,508.8 | -4.62% | 2.830 | -0.14% | 0.000 | -4.99% | -14.96% | 3,172,966.9 | Hardware | |
AMZN | Amazon.com Inc | 345,692 | 65,771.4 | -6.30% | 2.680 | -0.19% | 0.000 | +12.20% | +0.24% | 2,334,748.2 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 122,055 | 65,003.8 | -7.68% | 2.650 | -0.17% | 0.010 | -10.64% | +6.00% | 1,035,882.3 | 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 | +9.73% | +6.39% | 13,870.9 |
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 | $109.32 | 1.46% | 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 | $48.02 | 0.27% | 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 | $623.42 | 5.57% | 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 | $100.37 | -0.14% | Add 188.7% | 98,115 | 64,130 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.24% | 156.06 ($183.12) 207.71 | $179.76 | -1.83% | 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 | $98.67 | 0.93% | 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 | $23.33 | -4.50% | Reduce -17.54% | 1,115,085 | -237,223 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.22% | 375.39 ($407.71) 447.2 | $491.09 | 20.45% | Reduce -1.32% | 1,028,833 | -13,724 | |
QCOM | Qualcomm Inc | 2025-03-31 | Reduce Reduce | -0.22% | 151.94 ($163) 175.86 | $162.32 | -0.42% | 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 | $56.81 | -2.49% | Reduce -5.86% | 1,502,869 | -93,533 |
FIRST FOUNDATION ADVISORS Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
FIRST FOUNDATION ADVISORS's Holdings Bubble Chart
FIRST FOUNDATION ADVISORS News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers