First Foundation Advisors Top Holdings and 13F Report (2025)

About First Foundation Advisors

Investment Activity

First Foundation Advisors has $2.66 billion in total holdings as of December 31, 2024.
First Foundation Advisors owns shares of 341 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 4.61% of the portfolio was purchased this quarter.
About 3.29% of the portfolio was sold this quarter.
This quarter, First Foundation Advisors has purchased 355 new stocks and bought additional shares in 102 stocks.
First Foundation Advisors sold shares of 167 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Microsoft: $439,437,732
iShares Core S&P 500 ETF: $156,765,729
Alphabet: $103,110,576
VanEck Morningstar Wide Moat ETF: $102,084,466
JPMorgan Equity Premium Income ETF: $91,841,027

Largest New Holdings this Quarter

iShares MSCI USA Quality Factor ETF: $5,335,159 Holding
ARISTA NETWORKS INC: $4,417,221 Holding
BLACKROCK INC: $3,108,133 Holding
iShares MSCI Intl Quality Factor ETF: $1,732,724 Holding
LAM RESEARCH CORP: $1,446,189 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 22,213 shares (about $13.08M)
SPDR Blackstone Senior Loan ETF: 231,696 shares (about $9.67M)
JPMorgan Equity Premium Income ETF: 151,673 shares (about $8.73M)
QUALCOMM: 45,769 shares (about $7.03M)
iShares MSCI USA Quality Factor ETF: 29,959 shares (about $5.34M)

Largest Sales this Quarter

Chevron: 60,092 shares (about $8.70M)
Philip Morris International: 66,236 shares (about $7.97M)
AON: 14,041 shares (about $5.04M)
Invesco California AMT-Free Municipal Bond ETF: 152,053 shares (about $3.76M)
Alphabet: 18,507 shares (about $3.52M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$439,437,732	$2,301,811 ▼	-0.5%	1,042,557	16.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$156,765,729	$13,076,369 ▲	9.1%	266,300	5.9%	ETF
GOOG Alphabet	$103,110,576	$3,524,476 ▼	-3.3%	541,433	3.9%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$102,084,466	$3,657,723 ▲	3.7%	1,100,938	3.8%	ETF
JEPI JPMorgan Equity Premium Income ETF	$91,841,027	$8,725,750 ▲	10.5%	1,596,402	3.5%	ETF
AAPL Apple	$82,160,788	$339,569 ▼	-0.4%	328,092	3.1%	Computer and Technology
AMZN Amazon.com	$80,940,102	$582,918 ▼	-0.7%	368,933	3.0%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$67,347,608	$2,241,580 ▲	3.4%	958,276	2.5%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$62,234,932	$4,771,673 ▲	8.3%	540,328	2.3%	ETF
BRK.B Berkshire Hathaway	$59,929,735	$1,080,615 ▼	-1.8%	132,214	2.3%	Finance
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$46,016,570	$2,164,385 ▲	4.9%	1,105,902	1.7%	Manufacturing
IWR iShares Russell Mid-Cap ETF	$44,014,291	$2,533,899 ▲	6.1%	497,899	1.7%	ETF
UPS United Parcel Service	$40,246,155	$140,349 ▼	-0.3%	319,161	1.5%	Transportation
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF	$36,663,991	$821,610 ▲	2.3%	530,363	1.4%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$36,347,345	$923,985 ▼	-2.5%	1,090,202	1.4%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$35,262,224	$3,144,942 ▲	9.8%	330,047	1.3%	Finance
PWZ Invesco California AMT-Free Municipal Bond ETF	$33,402,016	$3,755,710 ▼	-10.1%	1,352,308	1.3%	ETF
CMF iShares California Muni Bond ETF	$32,176,454	$957,549 ▲	3.1%	561,740	1.2%	ETF
JPM JPMorgan Chase & Co.	$30,550,367	$1,054,246 ▼	-3.3%	127,447	1.1%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$29,695,709	$2,856,614 ▲	10.6%	306,457	1.1%	Finance
NVDA NVIDIA	$28,167,160	$3,240,011 ▲	13.0%	209,749	1.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$27,646,387	$3,503,787 ▲	14.5%	68,844	1.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$27,422,984	$308,620 ▲	1.1%	525,143	1.0%	ETF
IWM iShares Russell 2000 ETF	$25,412,727	$2,046,744 ▲	8.8%	115,011	1.0%	Finance
MA Mastercard	$24,935,905	$309,099 ▼	-1.2%	47,355	0.9%	Business Services
QCOM QUALCOMM	$24,082,973	$7,031,024 ▲	41.2%	156,770	0.9%	Computer and Technology
AMD Advanced Micro Devices	$22,199,874	$44,330 ▼	-0.2%	183,789	0.8%	Computer and Technology
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$20,048,939	$1,434,731 ▲	7.7%	467,123	0.8%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$19,153,196	$2,925,759 ▲	18.0%	207,174	0.7%	ETF
APH Amphenol	$18,753,013	$161,749 ▼	-0.9%	270,022	0.7%	Computer and Technology
SCHW Charles Schwab	$18,085,855	$2,846,430 ▼	-13.6%	244,370	0.7%	Finance
SU Suncor Energy	$18,044,331	$890,894 ▼	-4.7%	505,727	0.7%	Oils/Energy
UBER Uber Technologies	$16,955,047	$833,321 ▼	-4.7%	281,085	0.6%	Computer and Technology
IAU iShares Gold Trust	$16,927,023	$1,265,327 ▲	8.1%	341,891	0.6%	Finance
PM Philip Morris International	$16,807,606	$7,971,506 ▼	-32.2%	139,656	0.6%	Consumer Staples
COR Cencora	$16,341,552	$1,496,135 ▼	-8.4%	72,733	0.6%	Medical
AMAT Applied Materials	$16,043,389	$261,508 ▲	1.7%	98,650	0.6%	Computer and Technology
UNH UnitedHealth Group	$14,918,877	$743,617 ▼	-4.7%	29,492	0.6%	Medical
CME CME Group	$13,922,163	$663,015 ▼	-4.5%	59,950	0.5%	Finance
GAL SPDR SSgA Global Allocation ETF	$13,894,687	$652,096 ▼	-4.5%	314,502	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$13,784,854	$104,324 ▼	-0.8%	23,520	0.5%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$13,731,972	$176,282 ▲	1.3%	78,365	0.5%	ETF
COST Costco Wholesale	$13,634,421	$525,035 ▲	4.0%	14,880	0.5%	Retail/Wholesale
ACN Accenture	$13,486,323	$420,744 ▼	-3.0%	38,336	0.5%	Computer and Technology
XCEM Columbia EM Core ex-China ETF	$13,194,990	$436,156 ▼	-3.2%	445,777	0.5%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$13,146,963	$9,668,681 ▲	278.0%	315,048	0.5%	ETF
META Meta Platforms	$12,842,506	$824,394 ▲	6.9%	21,934	0.5%	Computer and Technology
CP Canadian Pacific Kansas City	$12,696,391	$1,334,577 ▼	-9.5%	175,437	0.5%	Transportation
ITOT iShares Core S&P Total U.S. Stock Market ETF	$12,655,408	$2,407,504 ▼	-16.0%	98,394	0.5%	ETF
AZN AstraZeneca	$12,459,979	$933,068 ▼	-7.0%	190,171	0.5%	Medical
LOW Lowe's Companies	$12,035,664	$781,614 ▼	-6.1%	48,767	0.5%	Retail/Wholesale
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	$11,033,651	$901,037 ▼	-7.5%	345,666	0.4%	ETF
BN Brookfield	$9,859,344	$825,270 ▼	-7.7%	171,616	0.4%	Finance
GOOGL Alphabet	$8,584,792	$7,951 ▼	-0.1%	45,350	0.3%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$8,397,684	$68,065 ▼	-0.8%	66,254	0.3%	ETF
NOW ServiceNow	$8,380,249	$771,767 ▲	10.1%	7,905	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$7,795,815	$320,583 ▼	-3.9%	14,469	0.3%	ETF
DHR Danaher	$7,738,523	$912,453 ▼	-10.5%	33,712	0.3%	Medical
TXN Texas Instruments	$7,548,010	$704,848 ▼	-8.5%	40,254	0.3%	Computer and Technology
REXR Rexford Industrial Realty	$7,436,205	$1,312,544 ▼	-15.0%	192,349	0.3%	Finance
AON AON	$7,337,189	$5,042,903 ▼	-40.7%	20,429	0.3%	Finance
DIS Walt Disney	$7,314,893	$1,428,950 ▲	24.3%	65,693	0.3%	Consumer Discretionary
FTNT Fortinet	$7,184,354	$784,845 ▲	12.3%	76,041	0.3%	Computer and Technology
DJP iPath Bloomberg Commodity Index Total Return ETN	$7,107,261	$277,964 ▼	-3.8%	221,479	0.3%	Finance
XOM Exxon Mobil	$7,050,457	$1,088,285 ▼	-13.4%	65,543	0.3%	Oils/Energy
LINDE PLC	$7,028,265	$704,627 ▼	-9.1%	16,787	0.3%	SHS
NEE NextEra Energy	$6,937,213	$491,291 ▼	-6.6%	96,767	0.3%	Utilities
JNJ Johnson & Johnson	$6,804,322	$531,475 ▼	-7.2%	47,050	0.3%	Medical
PLD Prologis	$6,653,778	$470,362 ▲	7.6%	62,950	0.3%	Finance
CSGP CoStar Group	$6,515,835	$1,664,324 ▲	34.3%	91,016	0.2%	Computer and Technology
LABCORP HOLDINGS INC	$6,357,750	$757,683 ▼	-10.6%	27,724	0.2%	COM SHS
CSCO Cisco Systems	$6,301,368	$1,033,455 ▼	-14.1%	106,442	0.2%	Computer and Technology
LULU Lululemon Athletica	$6,073,053	$642,449 ▲	11.8%	15,881	0.2%	Consumer Discretionary
JPRE JPMorgan Realty Income ETF	$6,059,157	$865,884 ▲	16.7%	128,155	0.2%	ETF
BUR Burford Capital	$6,058,124		0.0%	475,147	0.2%	Finance
CTAS Cintas	$5,545,971	$593,037 ▲	12.0%	30,356	0.2%	Business Services
ADBE Adobe	$5,535,377	$533,616 ▲	10.7%	12,448	0.2%	Computer and Technology
V Visa	$5,479,413	$5,689 ▲	0.1%	17,338	0.2%	Business Services
QUAL iShares MSCI USA Quality Factor ETF	$5,335,159	$5,335,159 ▲	New Holding	29,959	0.2%	ETF
ULTA Ulta Beauty	$5,270,482	$1,792,347 ▲	51.5%	12,118	0.2%	Retail/Wholesale
INTU Intuit	$5,270,069	$382,764 ▲	7.8%	8,385	0.2%	Computer and Technology
PAYC Paycom Software	$5,118,429	$553,000 ▲	12.1%	24,972	0.2%	Computer and Technology
CVX Chevron	$5,104,164	$8,703,729 ▼	-63.0%	35,240	0.2%	Oils/Energy
KEYS Keysight Technologies	$5,091,007	$614,731 ▲	13.7%	31,694	0.2%	Computer and Technology
PFE Pfizer	$5,014,796	$369,111 ▼	-6.9%	189,024	0.2%	Medical
PZA Invesco National AMT-Free Municipal Bond ETF	$4,854,232	$2,928,509 ▼	-37.6%	205,601	0.2%	ETF
VEEV Veeva Systems	$4,753,333	$565,152 ▲	13.5%	22,608	0.2%	Medical
BKNG Booking	$4,745,249	$591,293 ▲	14.2%	955	0.2%	Retail/Wholesale
SPGI S&P Global	$4,589,222	$520,427 ▲	12.8%	9,215	0.2%	Business Services
MSCI MSCI	$4,495,960	$511,218 ▲	12.8%	7,493	0.2%	Finance
ARISTA NETWORKS INC	$4,417,221	$4,417,221 ▲	New Holding	39,964	0.2%	COM SHS
HD Home Depot	$4,342,849	$54,461 ▼	-1.2%	11,164	0.2%	Retail/Wholesale
VNQ Vanguard Real Estate ETF	$4,327,685	$311,424 ▲	7.8%	48,582	0.2%	ETF
AOR iShares Core Growth Allocation ETF	$4,292,126	$159,292 ▲	3.9%	74,880	0.2%	ETF
EFA iShares MSCI EAFE ETF	$4,180,855	$168,610 ▼	-3.9%	55,295	0.2%	Finance
MELI MercadoLibre	$4,133,770	$637,665 ▲	18.2%	2,431	0.2%	Retail/Wholesale
BRK.A Berkshire Hathaway	$4,085,520		0.0%	6	0.2%	Finance
TLF Tandy Leather Factory	$3,937,915		0.0%	826,790	0.1%	Retail/Wholesale
TCHP T. Rowe Price Blue Chip Growth ETF	$3,857,444	$21,308 ▼	-0.5%	91,604	0.1%	ETF
CPRT Copart	$3,800,309	$536,539 ▲	16.4%	66,219	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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First Foundation Advisors Top Holdings and 13F Report (2025)

About First Foundation Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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First Foundation Advisors Top Holdings and 13F Report (2025)

About First Foundation Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Foundation Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools