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

About First Foundation Advisors

Investment Activity

First Foundation Advisors has $2.46 billion in total holdings as of March 31, 2025.
First Foundation Advisors owns shares of 331 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 3.66% of the portfolio was purchased this quarter.
About 7.67% of the portfolio was sold this quarter.
This quarter, First Foundation Advisors has purchased 341 new stocks and bought additional shares in 72 stocks.
First Foundation Advisors sold shares of 192 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Microsoft: $386,213,759
iShares Core S&P 500 ETF: $164,396,153
VanEck Morningstar Wide Moat ETF: $93,975,887
JPMorgan Equity Premium Income ETF: $85,873,921
Alphabet: $79,422,288

Largest New Holdings this Quarter

609839105 - Monolithic Power Systems: $4,139,317 Holding
46137V241 - Invesco S&P 500 Quality ETF: $548,565 Holding
760125104 - Rentokil Initial: $338,989 Holding
254709108 - Discover Financial Services: $276,383 Holding
46434G863 - iShares ESG Aware MSCI EM ETF: $247,166 Holding

Largest Purchases this Quarter

JPMorgan Realty Income ETF: 363,862 shares (about $17.54M)
iShares Core S&P 500 ETF: 26,272 shares (about $14.76M)
iShares 0-3 Month Treasury Bond ETF: 64,130 shares (about $6.46M)
iShares Core U.S. Aggregate Bond ETF: 56,772 shares (about $5.62M)
SPDR Blackstone Senior Loan ETF: 116,300 shares (about $4.78M)

Largest Sales this Quarter

iShares iBoxx $ Investment Grade Corporate Bond ETF: 262,699 shares (about $28.55M)
QUALCOMM: 38,135 shares (about $5.86M)
Invesco California AMT-Free Municipal Bond ETF: 237,223 shares (about $5.66M)
JPMorgan Equity Premium Income ETF: 93,533 shares (about $5.34M)
CME Group: 19,733 shares (about $5.24M)

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	$386,213,759	$5,151,854 ▼	-1.3%	1,028,833	15.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$164,396,153	$14,762,232 ▲	9.9%	292,572	6.7%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$93,975,887	$2,906,639 ▼	-3.0%	1,067,908	3.8%	ETF
JEPI JPMorgan Equity Premium Income ETF	$85,873,921	$5,344,475 ▼	-5.9%	1,502,869	3.5%	ETF
GOOG Alphabet	$79,422,288	$5,165,742 ▼	-6.1%	508,368	3.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$75,184,105	$2,690,493 ▲	3.7%	993,841	3.1%	ETF
AAPL Apple	$69,508,802	$3,370,384 ▼	-4.6%	312,919	2.8%	Computer and Technology
BRK.B Berkshire Hathaway	$65,808,460	$2,137,342 ▼	-3.1%	128,055	2.7%	Finance
AMZN Amazon.com	$65,771,360	$4,421,833 ▼	-6.3%	345,692	2.7%	Retail/Wholesale
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$56,594,494	$2,884,869 ▼	-4.9%	514,121	2.3%	ETF
IWR iShares Russell Mid-Cap ETF	$42,595,298	$239,047 ▲	0.6%	500,709	1.7%	ETF
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$38,381,485	$3,487,966 ▼	-8.3%	1,013,774	1.6%	Manufacturing
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF	$37,869,263	$4,228,311 ▲	12.6%	597,024	1.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$35,930,651	$5,615,892 ▲	18.5%	363,229	1.5%	Finance
GSIE Goldman Sachs ActiveBeta International Equity ETF	$34,910,178	$3,955,509 ▼	-10.2%	979,248	1.4%	ETF
UPS United Parcel Service	$33,608,050	$1,496,526 ▼	-4.3%	305,555	1.4%	Transportation
IEMG iShares Core MSCI Emerging Markets ETF	$32,005,429	$3,663,481 ▲	12.9%	593,023	1.3%	ETF
CMF iShares California Muni Bond ETF	$29,685,562	$1,929,166 ▼	-6.1%	527,462	1.2%	ETF
JPM JPMorgan Chase & Co.	$29,557,363	$1,705,322 ▼	-5.5%	120,495	1.2%	Finance
PWZ Invesco California AMT-Free Municipal Bond ETF	$26,594,784	$5,657,770 ▼	-17.5%	1,115,085	1.1%	ETF
IWF iShares Russell 1000 Growth ETF	$25,112,296	$253,484 ▲	1.0%	69,546	1.0%	ETF
IWM iShares Russell 2000 ETF	$24,318,076	$1,374,489 ▲	6.0%	121,901	1.0%	Finance
MA Mastercard	$24,158,999	$1,797,290 ▼	-6.9%	44,076	1.0%	Business Services
JPRE JPMorgan Realty Income ETF	$23,715,238	$17,538,162 ▲	283.9%	492,017	1.0%	ETF
NVDA NVIDIA	$21,987,272	$745,329 ▼	-3.3%	202,872	0.9%	Computer and Technology
IAU iShares Gold Trust	$21,904,760	$1,746,867 ▲	8.7%	371,519	0.9%	Finance
PM Philip Morris International	$20,239,464	$1,928,090 ▼	-8.7%	127,509	0.8%	Consumer Staples
AMD Advanced Micro Devices	$18,578,372	$304,110 ▼	-1.6%	180,829	0.8%	Computer and Technology
QCOM QUALCOMM	$18,223,484	$5,857,905 ▼	-24.3%	118,635	0.7%	Computer and Technology
UBER Uber Technologies	$18,198,388	$2,281,465 ▼	-11.1%	249,772	0.7%	Computer and Technology
SRLN SPDR Blackstone Senior Loan ETF	$17,741,339	$4,783,418 ▲	36.9%	431,348	0.7%	ETF
SU Suncor Energy	$17,581,267	$2,000,467 ▼	-10.2%	454,062	0.7%	Energy
SCHW Charles Schwab	$17,333,217	$1,796,055 ▼	-9.4%	221,426	0.7%	Finance
COR Cencora	$16,558,441	$3,668,035 ▼	-18.1%	59,543	0.7%	Medical
APH Amphenol	$16,267,703	$1,443,046 ▼	-8.1%	248,021	0.7%	Computer and Technology
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$15,571,623	$4,715,547 ▼	-23.2%	358,545	0.6%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$15,071,198	$4,686,950 ▼	-23.7%	158,029	0.6%	ETF
GAL SPDR SSgA Global Allocation ETF	$14,424,270	$327,649 ▲	2.3%	321,812	0.6%	ETF
COST Costco Wholesale	$14,396,608	$323,456 ▲	2.3%	15,222	0.6%	Retail/Wholesale
UNH UnitedHealth Group	$14,163,097	$1,283,174 ▼	-8.3%	27,042	0.6%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$13,682,777	$107,576 ▲	0.8%	78,986	0.6%	ETF
AMAT Applied Materials	$13,573,133	$743,018 ▼	-5.2%	93,530	0.6%	Computer and Technology
META Meta Platforms	$12,851,421	$209,791 ▲	1.7%	22,298	0.5%	Computer and Technology
AZN AstraZeneca	$12,215,485	$1,762,090 ▼	-12.6%	166,197	0.5%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$11,797,224	$207,782 ▼	-1.7%	96,691	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$11,502,978	$1,654,151 ▼	-12.6%	20,563	0.5%	Finance
CP Canadian Pacific Kansas City	$10,730,153	$1,587,312 ▼	-12.9%	152,829	0.4%	Transportation
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	$10,703,129	$766,059 ▼	-6.7%	322,578	0.4%	ETF
CME CME Group	$10,669,292	$5,235,028 ▼	-32.9%	40,217	0.4%	Finance
ACN Accenture	$10,308,508	$1,653,805 ▼	-13.8%	33,036	0.4%	Computer and Technology
LOW Lowe's Companies	$10,113,356	$1,260,613 ▼	-11.1%	43,362	0.4%	Retail/Wholesale
SGOV iShares 0-3 Month Treasury Bond ETF	$9,877,232	$6,455,964 ▲	188.7%	98,115	0.4%	ETF
XCEM Columbia EM Core ex-China ETF	$9,268,282	$3,897,731 ▼	-29.6%	313,807	0.4%	ETF
JNJ Johnson & Johnson	$8,085,491	$282,756 ▲	3.6%	48,755	0.3%	Medical
BN Brookfield	$7,804,182	$1,190,234 ▼	-13.2%	148,906	0.3%	Finance
FTNT Fortinet	$7,794,750	$475,043 ▲	6.5%	80,976	0.3%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$7,714,752	$2,595,110 ▲	50.7%	45,145	0.3%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$7,320,054	$28,552,754 ▼	-79.6%	67,348	0.3%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$7,216,008	$568,182 ▼	-7.3%	61,418	0.3%	ETF
CTAS Cintas	$6,971,255	$732,107 ▲	11.7%	33,918	0.3%	Business Services
PLD Prologis	$6,590,435	$446,711 ▼	-6.3%	58,954	0.3%	Finance
XOM Exxon Mobil	$6,465,245	$1,329,751 ▼	-17.1%	54,362	0.3%	Energy
NOW ServiceNow	$6,422,461	$128,975 ▲	2.0%	8,067	0.3%	Computer and Technology
AON AON	$6,394,799	$1,758,440 ▼	-21.6%	16,023	0.3%	Finance
GOOGL Alphabet	$6,349,214	$663,715 ▼	-9.5%	41,058	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$6,292,946	$1,142,957 ▼	-15.4%	12,245	0.3%	ETF
PAYC Paycom Software	$6,188,687	$732,785 ▲	13.4%	28,326	0.3%	Computer and Technology
DIS Walt Disney	$6,120,899	$363,020 ▼	-5.6%	62,015	0.2%	Consumer Discretionary
LINDE PLC	$5,913,622	$1,903,069 ▼	-24.3%	12,700	0.2%	SHS
NEE NextEra Energy	$5,703,737	$1,156,074 ▼	-16.9%	80,459	0.2%	Utilities
VEEV Veeva Systems	$5,682,347	$445,656 ▲	8.5%	24,532	0.2%	Medical
TXN Texas Instruments	$5,585,881	$1,647,874 ▼	-22.8%	31,084	0.2%	Computer and Technology
INTU Intuit	$5,333,560	$185,419 ▲	3.6%	8,687	0.2%	Computer and Technology
LABCORP HOLDINGS INC	$5,311,057	$1,141,342 ▼	-17.7%	22,820	0.2%	COM SHS
V Visa	$5,178,581	$897,499 ▼	-14.8%	14,777	0.2%	Business Services
MELI MercadoLibre	$5,121,033	$378,469 ▲	8.0%	2,625	0.2%	Retail/Wholesale
BUR Burford Capital	$5,086,392	$1,190,300 ▼	-19.0%	385,041	0.2%	Finance
ADBE Adobe	$5,076,403	$302,222 ▲	6.3%	13,236	0.2%	Computer and Technology
SPGI S&P Global	$4,902,359	$220,017 ▲	4.7%	9,648	0.2%	Business Services
LULU Lululemon Athletica	$4,845,987	$350,711 ▲	7.8%	17,120	0.2%	Consumer Discretionary
BKNG Booking	$4,796,575	$396,259 ▲	9.0%	1,041	0.2%	Retail/Wholesale
BRK.A Berkshire Hathaway	$4,790,650		0.0%	6	0.2%	Finance
DHR Danaher	$4,777,351	$2,133,654 ▼	-30.9%	23,304	0.2%	Medical
CVX Chevron	$4,748,593	$1,146,789 ▼	-19.5%	28,385	0.2%	Energy
PFE Pfizer	$4,683,723	$106,149 ▼	-2.2%	184,835	0.2%	Medical
MSCI MSCI	$4,498,264	$260,712 ▲	6.2%	7,954	0.2%	Finance
REXR Rexford Industrial Realty	$4,449,491	$3,080,998 ▼	-40.9%	113,652	0.2%	Finance
EFA iShares MSCI EAFE ETF	$4,446,358	$72,903 ▼	-1.6%	54,403	0.2%	Finance
ASML ASML	$4,428,357	$1,293,454 ▲	41.3%	6,683	0.2%	Computer and Technology
CSCO Cisco Systems	$4,296,250	$2,272,286 ▼	-34.6%	69,620	0.2%	Computer and Technology
CSGP CoStar Group	$4,285,709	$2,925,488 ▼	-40.6%	54,092	0.2%	Computer and Technology
AOR iShares Core 60/40 Balanced Allocation ETF	$4,144,579	$166,262 ▼	-3.9%	71,992	0.2%	ETF
MPWR Monolithic Power Systems	$4,139,317	$4,139,317 ▲	New Holding	7,137	0.2%	Computer and Technology
CPRT Copart	$4,047,599	$300,266 ▲	8.0%	71,525	0.2%	Business Services
O Realty Income	$3,887,261	$30,571 ▼	-0.8%	67,010	0.2%	Finance
DJP iPath Bloomberg Commodity Index Total Return ETN	$3,874,955	$3,945,469 ▼	-50.5%	109,741	0.2%	Finance
ULTA Ulta Beauty	$3,854,901	$586,831 ▼	-13.2%	10,517	0.2%	Retail/Wholesale
ZTS Zoetis	$3,838,971	$331,769 ▲	9.5%	23,316	0.2%	Medical
HD Home Depot	$3,679,880	$411,563 ▼	-10.1%	10,041	0.1%	Retail/Wholesale
VNQ Vanguard Real Estate ETF	$3,583,340	$815,321 ▼	-18.5%	39,577	0.1%	ETF

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

About MarketBeat

MarketBeat Products

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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