First Foundation Advisors Top Holdings and 13F Report (2024) About First Foundation AdvisorsInvestment ActivityFirst Foundation Advisors has $2.65 billion in total holdings as of September 30, 2024.First Foundation Advisors owns shares of 355 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 3.63% of the portfolio was purchased this quarter.About 5.02% of the portfolio was sold this quarter.This quarter, First Foundation Advisors has purchased 431 new stocks and bought additional shares in 110 stocks.First Foundation Advisors sold shares of 168 stocks and completely divested from 97 stocks this quarter.Largest Holdings Microsoft $450,962,348iShares Core S&P 500 ETF $140,794,444VanEck Morningstar Wide Moat ETF $102,911,571Alphabet $93,616,422JPMorgan Equity Premium Income ETF $85,975,804 Largest New Holdings this Quarter CoStar Group $5,112,418 HoldingMercadoLibre $4,218,830 HoldingSPDR Blackstone Senior Loan ETF $3,480,779 HoldingCopart $2,979,988 HoldingBiogen $1,657,720 Holding Largest Purchases this Quarter CoStar Group 67,768 shares (about $5.11M)iShares Core MSCI EAFE ETF 61,208 shares (about $4.78M)Cintas 20,836 shares (about $4.29M)MercadoLibre 2,056 shares (about $4.22M)iShares iBoxx $ Investment Grade Corporate Bond ETF 36,918 shares (about $4.17M) Largest Sales this Quarter Alphabet 46,645 shares (about $7.80M)Microsoft 14,363 shares (about $6.18M)Lowe's Companies 20,946 shares (about $5.67M)Accenture 12,245 shares (about $4.33M)TJX Companies 36,192 shares (about $4.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Foundation Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$450,962,348$6,180,402 ▼-1.4%1,048,01817.0%Computer and TechnologyIVViShares Core S&P 500 ETF$140,794,444$2,717,403 ▲2.0%244,0875.3%ETFMOATVanEck Morningstar Wide Moat ETF$102,911,571$1,272,275 ▼-1.2%1,061,4913.9%ETFGOOGAlphabet$93,616,422$7,798,582 ▼-7.7%559,9403.5%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$85,975,804$2,077,018 ▲2.5%1,444,7293.2%ETFAAPLApple$76,761,304$2,208,372 ▼-2.8%329,4482.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$72,304,003$4,777,282 ▲7.1%926,3812.7%ETFAMZNAmazon.com$69,238,273$2,856,621 ▼-4.0%371,5902.6%Retail/WholesaleBRK.BBerkshire Hathaway$61,949,845$3,624,074 ▼-5.5%134,5982.3%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$56,345,781$302,566 ▲0.5%498,9002.1%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$43,788,964$1,114,039 ▲2.6%1,053,8861.6%ManufacturingUPSUnited Parcel Service$43,666,157$3,630,325 ▼-7.7%320,2741.6%TransportationIWRiShares Russell Mid-Cap ETF$41,358,348$2,993,938 ▲7.8%469,2351.6%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$40,435,005$7,162 ▼0.0%1,117,9161.5%ETFPWZInvesco California AMT-Free Municipal Bond ETF$37,729,379$1,353,618 ▼-3.5%1,504,3611.4%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$35,955,385$26,630 ▼-0.1%518,4781.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$33,963,030$4,170,996 ▲14.0%300,6111.3%FinanceCMFiShares California Muni Bond ETF$31,671,285$971,076 ▼-3.0%545,0231.2%ETFAMDAdvanced Micro Devices$30,216,316$236,603 ▲0.8%184,1561.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$29,809,160$25,031 ▲0.1%519,2331.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$28,049,450$2,490,127 ▲9.7%276,9771.1%FinanceJPMJPMorgan Chase & Co.$27,800,818$1,412,128 ▼-4.8%131,8451.0%FinancePMPhilip Morris International$24,995,271$4,084,136 ▼-14.0%205,8920.9%Consumer StaplesMAMastercard$23,673,998$2,008,799 ▼-7.8%47,9420.9%Business ServicesIWMiShares Russell 2000 ETF$23,358,829$979,433 ▲4.4%105,7480.9%FinanceIWFiShares Russell 1000 Growth ETF$22,567,430$625,757 ▲2.9%60,1190.9%ETFNVDANVIDIA$22,541,950$1,053,857 ▼-4.5%185,6220.8%Computer and TechnologyUBERUber Technologies$22,164,684$3,055,555 ▼-12.1%294,9000.8%Computer and TechnologyAMATApplied Materials$19,607,432$996,515 ▼-4.8%97,0420.7%Computer and TechnologySUSuncor Energy$19,593,298$1,471,557 ▼-7.0%530,6960.7%Oils/EnergyAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$19,390,512$865,631 ▲4.7%433,6950.7%FinanceQCOMQUALCOMM$18,875,769$60,368 ▲0.3%111,0010.7%Computer and TechnologySCHWCharles Schwab$18,330,240$1,366,845 ▼-6.9%282,8300.7%FinanceUNHUnitedHealth Group$18,103,082$2,473,811 ▼-12.0%30,9620.7%MedicalCORCencora$17,869,471$1,239,510 ▼-6.5%79,3920.7%MedicalAPHAmphenol$17,746,412$1,282,285 ▼-6.7%272,3510.7%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$17,222,678$1,328,248 ▲8.4%175,5270.6%ETFCPCanadian Pacific Kansas City$16,584,285$2,618,031 ▼-13.6%193,8780.6%TransportationAZNAstraZeneca$15,925,771$1,747,213 ▼-9.9%204,4120.6%MedicalIAUiShares Gold Trust$15,721,800$109,042 ▼-0.7%316,3340.6%FinanceXCEMColumbia EM Core ex-China ETF$15,044,927$2,538,426 ▲20.3%460,5120.6%ETFGALSPDR SSgA Global Allocation ETF$14,991,285$1,636,984 ▲12.3%329,2620.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$14,711,556$177,124 ▲1.2%117,1120.6%ETFLOWLowe's Companies$14,066,447$5,673,274 ▼-28.7%51,9340.5%Retail/WholesaleCVXChevron$14,039,471$1,938,947 ▼-12.1%95,3320.5%Oils/EnergyACNAccenture$13,973,659$4,328,328 ▼-23.6%39,5320.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$13,859,577$212,483 ▲1.6%77,3590.5%ETFCMECME Group$13,857,842$1,503,721 ▲12.2%62,8050.5%FinanceSPYSPDR S&P 500 ETF Trust$13,597,212$384,426 ▼-2.7%23,6980.5%FinanceGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$13,127,403$2,226,990 ▼-14.5%373,8940.5%ETFCOSTCostco Wholesale$12,683,882$1,817,429 ▼-12.5%14,3070.5%Retail/WholesaleAONAON$11,926,142$557,730 ▼-4.5%34,4700.4%FinanceMETAMeta Platforms$11,749,977$941,670 ▼-7.4%20,5260.4%Computer and TechnologyREXRRexford Industrial Realty$11,385,146$1,073,967 ▼-8.6%226,3000.4%FinanceDHRDanaher$10,477,709$1,403,441 ▼-11.8%37,6870.4%Multi-Sector ConglomeratesBNBrookfield$9,884,899$2,996,228 ▼-23.3%185,9810.4%FinanceTXNTexas Instruments$9,091,720$1,149,556 ▼-11.2%44,0130.3%Computer and TechnologyXOMExxon Mobil$8,868,819$671,667 ▼-7.0%75,6600.3%Oils/EnergyLINDE PLC$8,807,410$1,976,541 ▼-18.3%18,4700.3%SHSNEENextEra Energy$8,758,961$722,559 ▼-7.6%103,6200.3%UtilitiesJNJJohnson & Johnson$8,220,419$34,843 ▼-0.4%50,7250.3%MedicalPZAInvesco National AMT-Free Municipal Bond ETF$7,960,758$485,584 ▲6.5%329,6380.3%ETFVOOVanguard S&P 500 ETF$7,948,817$611,569 ▼-7.1%15,0640.3%ETFIWPiShares Russell Mid-Cap Growth ETF$7,833,887$2,346 ▼0.0%66,7910.3%ETFGOOGLAlphabet$7,528,331$319,264 ▼-4.1%45,3920.3%Computer and TechnologyDJPiPath Bloomberg Commodity Index Total Return ETN$7,419,746$632,065 ▲9.3%230,1410.3%FinancePLDPrologis$7,387,326$2,479,363 ▲50.5%58,5000.3%FinanceLABCORP HOLDINGS INC$6,934,161$1,815,558 ▼-20.7%31,0280.3%COM SHSCSCOCisco Systems$6,593,898$4,154,455 ▼-38.7%123,8990.2%Computer and TechnologyNOWServiceNow$6,419,038$754,865 ▲13.3%7,1770.2%Computer and TechnologyBURBurford Capital$6,300,4500.0%475,1470.2%FinancePFEPfizer$5,872,990$817,409 ▲16.2%202,9370.2%MedicalADBEAdobe$5,823,990$314,810 ▲5.7%11,2480.2%Computer and TechnologyJPREJPMorgan Realty Income ETF$5,595,301$937,551 ▲20.1%109,8410.2%ETFCTASCintas$5,581,466$4,289,761 ▲332.1%27,1100.2%Industrial ProductsFTNTFortinet$5,252,771$1,361,933 ▲35.0%67,7340.2%Computer and TechnologyCSGPCoStar Group$5,112,418$5,112,418 ▲New Holding67,7680.2%Computer and TechnologyDISWalt Disney$5,084,604$1,591,752 ▼-23.8%52,8600.2%Consumer DiscretionaryINTUIntuit$4,828,760$144,068 ▲3.1%7,7760.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$4,810,816$104,287 ▼-2.1%57,5250.2%FinanceVVisa$4,762,056$315,912 ▼-6.2%17,3200.2%Business ServicesHDHome Depot$4,580,504$98,871 ▲2.2%11,3040.2%Retail/WholesaleORealty Income$4,450,481$375,635 ▼-7.8%70,1750.2%FinanceKEYSKeysight Technologies$4,428,902$1,091,849 ▲32.7%27,8670.2%Computer and TechnologyVNQVanguard Real Estate ETF$4,392,248$42,377 ▼-1.0%45,0860.2%ETFAORiShares Core Growth Allocation ETF$4,271,263$364,326 ▲9.3%72,1010.2%ETFSPGIS&P Global$4,220,649$478,375 ▲12.8%8,1700.2%Business ServicesMELIMercadoLibre$4,218,830$4,218,830 ▲New Holding2,0560.2%Retail/WholesaleVEEVVeeva Systems$4,180,610$774,210 ▲22.7%19,9200.2%Computer and TechnologyBRK.ABerkshire Hathaway$4,147,0800.0%60.2%FinanceMSCIMSCI$3,871,380$598,108 ▲18.3%6,6410.1%Computer and TechnologyLULULululemon Athletica$3,853,441$1,138,042 ▲41.9%14,2010.1%Consumer DiscretionaryZTSZoetis$3,759,455$654,515 ▲21.1%19,2420.1%MedicalPAYCPaycom Software$3,710,136$1,947,680 ▲110.5%22,2740.1%Computer and TechnologyASMLASML$3,662,134$635,770 ▲21.0%4,3950.1%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$3,651,240$228,445 ▼-5.9%92,1100.1%ETFSCHXSchwab US Large-Cap ETF$3,622,940$23,951 ▼-0.7%53,3960.1%ETFBKNGBooking$3,521,376$3,112,795 ▲761.9%8360.1%Retail/WholesaleSRLNSPDR Blackstone Senior Loan ETF$3,480,779$3,480,779 ▲New Holding83,3520.1%ETFIDXXIDEXX Laboratories$3,465,809$859,884 ▲33.0%6,8600.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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