First Foundation Advisors Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About First Foundation AdvisorsInvestment ActivityFirst Foundation Advisors has $2.50 billion in total holdings as of March 31, 2024.First Foundation Advisors owns shares of 433 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 9.99% of the portfolio was purchased this quarter.About 4.73% of the portfolio was sold this quarter.This quarter, First Foundation Advisors has purchased 431 new stocks and bought additional shares in 149 stocks.First Foundation Advisors sold shares of 172 stocks and completely divested from 30 stocks this quarter.Largest Holdings Microsoft $448,619,958iShares Core S&P 500 ETF $112,595,411Alphabet $93,160,029VanEck Morningstar Wide Moat ETF $91,637,852JPMorgan Equity Premium Income ETF $69,611,053 Largest New Holdings this Quarter iPath Bloomberg Commodity Index Total Return ETN $4,762,965 HoldingBaxter International $538,524 HoldingInvesco S&P 500 Equal Weight Energy ETF $398,510 HoldingAppFolio $270,921 HoldingJPMorgan Realty Income ETF $264,635 Holding Largest Purchases this Quarter VanEck Morningstar Wide Moat ETF 373,164 shares (about $33.55M)JPMorgan Equity Premium Income ETF 576,068 shares (about $33.33M)iShares Core S&P 500 ETF 35,211 shares (about $18.51M)Apple 83,022 shares (about $14.24M)iShares iBoxx $ Investment Grade Corporate Bond ETF 128,165 shares (about $13.96M) Largest Sales this Quarter Kroger 271,809 shares (about $15.53M)Philip Morris International 73,204 shares (about $6.71M)Microsoft 12,562 shares (about $5.29M)CME Group 23,636 shares (about $5.09M)Diageo 32,704 shares (about $4.86M) 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$448,619,958$5,285,084 ▼-1.2%1,066,31518.0%Computer and TechnologyIVViShares Core S&P 500 ETF$112,595,411$18,511,449 ▲19.7%214,1704.5%ETFGOOGAlphabet$93,160,029$3,693,830 ▼-3.8%611,8483.7%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$91,637,852$33,547,442 ▲57.8%1,019,3313.7%ETFJEPIJPMorgan Equity Premium Income ETF$69,611,053$33,331,283 ▲91.9%1,203,0952.8%ETFAMZNAmazon.com$69,570,852$1,891,643 ▼-2.6%385,6912.8%Retail/WholesaleBRK.BBerkshire Hathaway$60,519,207$2,217,405 ▼-3.5%143,9152.4%FinanceAAPLApple$59,593,671$14,236,633 ▲31.4%347,5252.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$56,256,358$6,212,805 ▲12.4%757,9682.3%ETFUPSUnited Parcel Service$53,629,864$510,395 ▼-0.9%360,8282.1%TransportationGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$50,770,480$4,117,249 ▲8.8%489,1652.0%ETFPWZInvesco California AMT-Free Municipal Bond ETF$41,832,708$11,691,213 ▲38.8%1,682,0551.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$37,442,062$4,513,248 ▲13.7%1,091,9241.5%ETFIWRiShares Russell Mid-Cap ETF$35,413,696$1,926,756 ▲5.8%421,1401.4%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$33,161,762$11,502,328 ▲53.1%844,2401.3%ManufacturingAMDAdvanced Micro Devices$33,129,481$87,357 ▼-0.3%183,5531.3%Computer and TechnologyCMFiShares California Muni Bond ETF$32,016,662$8,175,002 ▲34.3%556,4241.3%ETFJPMJPMorgan Chase & Co.$28,449,273$1,144,909 ▼-3.9%142,0341.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$27,427,145$13,959,732 ▲103.7%251,8101.1%FinanceUBERUber Technologies$26,707,908$2,204,224 ▼-7.6%346,9011.1%Computer and TechnologyMAMastercard$25,654,430$1,728,852 ▼-6.3%53,2721.0%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$25,381,922$2,676,181 ▲11.8%491,8981.0%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$25,027,218$2,123,888 ▲9.3%381,8031.0%ETFUNHUnitedHealth Group$24,923,745$533,776 ▼-2.1%50,3821.0%MedicalPMPhilip Morris International$22,484,474$6,706,953 ▼-23.0%245,4100.9%Consumer DefensiveSCHWCharles Schwab$22,186,869$3,575,111 ▼-13.9%306,7030.9%FinanceSUSuncor Energy$22,169,150$1,249,441 ▼-5.3%600,6270.9%Oils/EnergyCORCencora$21,861,757$2,133,933 ▼-8.9%89,9700.9%MedicalAGGiShares Core U.S. Aggregate Bond ETF$21,234,861$7,506,807 ▲54.7%216,8150.8%FinanceCPCanadian Pacific Kansas City$20,685,040$1,732,805 ▼-7.7%234,6040.8%TransportationQCOMQUALCOMM$20,278,212$1,774,430 ▼-8.0%119,7770.8%Computer and TechnologyAMATApplied Materials$19,960,986$586,930 ▼-2.9%96,7900.8%Computer and TechnologyIWMiShares Russell 2000 ETF$19,586,612$623,333 ▲3.3%93,1360.8%FinanceLOWLowe's Companies$19,318,654$1,716,110 ▼-8.2%75,8400.8%Retail/WholesaleAPHAmphenol$17,384,239$1,139,194 ▼-6.2%150,7090.7%Computer and TechnologyCVXChevron$17,344,317$1,383,539 ▼-7.4%109,9550.7%Oils/EnergyAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$17,249,780$5,078,803 ▲41.7%397,4600.7%FinanceNVDANVIDIA$16,955,547$915,319 ▲5.7%18,7650.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$16,571,264$9,764,258 ▲143.4%49,1660.7%ETFACNAccenture$15,939,035$1,004,812 ▼-5.9%45,9860.6%Business ServicesAZNAstraZeneca$15,119,731$3,841,433 ▲34.1%223,1690.6%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$14,026,978$1,055,690 ▼-7.0%121,6560.6%ETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$13,262,797$850,128 ▲6.8%423,1910.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$13,224,427$3,166,861 ▲31.5%139,7040.5%ETFIAUiShares Gold Trust$13,098,382$397,331 ▼-2.9%311,7920.5%FinanceSPYSPDR S&P 500 ETF Trust$13,019,825$121,353 ▲0.9%24,8910.5%FinanceREXRRexford Industrial Realty$12,891,786$337,261 ▲2.7%256,2980.5%FinanceCMECME Group$12,576,718$5,088,557 ▼-28.8%58,4180.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$12,382,810$139,900 ▲1.1%73,1110.5%ETFGALSPDR SSgA Global Allocation ETF$11,832,412$1,115,207 ▲10.4%273,8350.5%ETFBNBrookfield$11,691,931$1,073,629 ▼-8.4%279,2440.5%FinanceLINDE PLC$11,681,020$1,191,458 ▼-9.3%25,1570.5%SHSTXNTexas Instruments$11,641,104$1,219 ▼0.0%66,8220.5%Computer and TechnologyCOSTCostco Wholesale$11,606,715$580,958 ▲5.3%15,8430.5%Retail/WholesaleDHRDanaher$11,602,549$4,002,782 ▼-25.7%46,4620.5%Multi-Sector ConglomeratesXCEMColumbia EM Core ex-China ETF$10,633,619$8,722,555 ▲456.4%341,9170.4%ETFCSCOCisco Systems$10,268,828$2,372,571 ▼-18.8%205,7470.4%Computer and TechnologyMETAMeta Platforms$9,721,523$229,199 ▲2.4%20,0200.4%Computer and TechnologyLHLaboratory Co. of America$9,653,499$3,183,826 ▼-24.8%44,1890.4%MedicalXOMExxon Mobil$9,395,570$7,253,381 ▲338.6%80,8290.4%Oils/EnergyAVGOBroadcom$9,108,921$103,375 ▲1.1%6,8730.4%Computer and TechnologyDISWalt Disney$8,991,118$2,127,347 ▼-19.1%73,4810.4%Consumer DiscretionaryVOOVanguard S&P 500 ETF$7,941,926$1,468,021 ▼-15.6%16,5220.3%ETFPZAInvesco National AMT-Free Municipal Bond ETF$7,802,609$4,222,128 ▲117.9%327,4280.3%ETFNEENextEra Energy$7,672,144$275,516 ▼-3.5%120,0460.3%UtilitiesBURBurford Capital$7,573,4850.0%474,2320.3%FinanceAONAON$7,246,473$328,384 ▼-4.3%21,7140.3%FinanceGOOGLAlphabet$7,226,982$293,710 ▼-3.9%47,8830.3%Computer and TechnologyJNJJohnson & Johnson$7,118,916$835,091 ▲13.3%45,0020.3%MedicalVVisa$5,270,928$489,222 ▼-8.5%18,8870.2%Business ServicesADBEAdobe$5,022,284$325,972 ▲6.9%9,9530.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$4,917,460$3,514 ▼-0.1%61,5760.2%FinanceTJXTJX Companies$4,902,512$116,227 ▲2.4%48,3390.2%Retail/WholesaleDJPiPath Bloomberg Commodity Index Total Return ETN$4,762,965$4,762,965 ▲New Holding153,1500.2%FinanceINTUIntuit$4,505,453$271,718 ▲6.4%6,9310.2%Computer and TechnologyORealty Income$4,366,960$202,443 ▼-4.4%80,7200.2%FinancePFEPfizer$4,327,654$573,594 ▲15.3%155,9510.2%MedicalHDHome Depot$4,326,253$207,912 ▲5.0%11,2780.2%Retail/WholesaleCTASCintas$4,105,497$87,936 ▲2.2%5,9760.2%Industrial ProductsTLFTandy Leather Factory$3,844,2110.0%826,7120.2%Retail/WholesaleBRK.ABerkshire Hathaway$3,806,6400.0%60.2%FinanceAORiShares Core Growth Allocation ETF$3,680,288$325,391 ▲9.7%66,1090.1%ETFNOWServiceNow$3,653,421$115,122 ▲3.3%4,7920.1%Computer and TechnologyTPLTexas Pacific Land$3,632,464$2,852,633 ▲365.8%6,2790.1%Oils/EnergyLULULululemon Athletica$3,601,012$265,642 ▲8.0%9,2180.1%Consumer DiscretionaryTCHPT. Rowe Price Blue Chip Growth ETF$3,560,429$10,025 ▲0.3%100,8620.1%ETFVNQVanguard Real Estate ETF$3,501,612$495,017 ▲16.5%40,4900.1%ETFRCReady Capital$3,478,462$44,582 ▲1.3%380,9930.1%FinanceVEEVVeeva Systems$3,333,324$240,958 ▲7.8%14,3870.1%Computer and TechnologyASMLASML$3,283,100$327,048 ▲11.1%3,3830.1%Computer and TechnologyADIAnalog Devices$3,166,427$174,649 ▲5.8%16,0090.1%Computer and TechnologySHYDVanEck Short High Yield Muni ETF$3,107,692$832,937 ▼-21.1%138,6740.1%ETFKEYSKeysight Technologies$3,094,291$151,219 ▲5.1%19,7870.1%Computer and TechnologyREGNRegeneron Pharmaceuticals$2,992,381$48,124 ▲1.6%3,1090.1%MedicalFTNTFortinet$2,958,437$469,426 ▲18.9%43,3090.1%Computer and TechnologyQQQInvesco QQQ$2,920,827$241,996 ▼-7.7%6,5780.1%FinanceMSCIMSCI$2,885,200$215,774 ▲8.1%5,1480.1%Computer and TechnologySPGIS&P Global$2,865,885$209,325 ▲7.9%6,7360.1%Business ServicesBLKBlackRock$2,790,287$216,754 ▲8.4%3,3470.1%FinancePECOPhillips Edison & Company, Inc.$2,773,174$361,282 ▼-11.5%77,3120.1%FinanceShowing largest 100 holdings. 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