FIRST FOUNDATION ADVISORS Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$2.5T
Holdings
331
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (331 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,028,833 | $386.2B | 15.72% | |
| 2 | IVVISHARES TR | 292,572 | $164.4B | 6.69% | |
| 3 | MOATVANECK ETF TRUST | 1,067,908 | $94.0B | 3.83% | |
| 4 | JEPIJ P MORGAN EXCHANGE TRADED F | 1,502,869 | $85.9B | 3.50% | |
| 5 | GOOGALPHABET INC | 508,368 | $79.4B | 3.23% | |
| 6 | AQLTISHARES TR | 993,841 | $75.2B | 3.06% | |
| 7 | AAPLAPPLE INC | 312,919 | $69.5B | 2.83% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 128,055 | $65.8B | 2.68% | Call |
| 9 | AMZNAMAZON COM INC | 345,692 | $65.8B | 2.68% | |
| 10 | GSLCGOLDMAN SACHS ETF TR | 514,121 | $56.6B | 2.30% | |
| 11 | IWRISHARES TR | 500,709 | $42.6B | 1.73% | |
| 12 | PRFZINVESCO EXCHANGE TRADED FD T | 1,013,774 | $38.4B | 1.56% | |
| 13 | GSSCGOLDMAN SACHS ETF TR | 597,024 | $37.9B | 1.54% | |
| 14 | AGGISHARES TR | 363,229 | $35.9B | 1.46% | |
| 15 | GSIEGOLDMAN SACHS ETF TR | 979,248 | $34.9B | 1.42% | |
| 16 | UPSUNITED PARCEL SERVICE INC | 305,555 | $33.6B | 1.37% | |
| 17 | IEMGISHARES INC | 593,023 | $32.0B | 1.30% | |
| 18 | CMFISHARES TR | 527,462 | $29.7B | 1.21% | |
| 19 | JPMJPMORGAN CHASE & CO. | 120,495 | $29.6B | 1.20% | |
| 20 | PWZINVESCO EXCH TRADED FD TR II | 1,115,085 | $26.6B | 1.08% | |
| 21 | IWFISHARES TR | 69,546 | $25.1B | 1.02% | |
| 22 | IWMISHARES TR | 121,901 | $24.3B | 0.99% | |
| 23 | MAMASTERCARD INCORPORATED | 44,076 | $24.2B | 0.98% | |
| 24 | JPREJ P MORGAN EXCHANGE TRADED F | 492,017 | $23.7B | 0.97% | |
| 25 | NVDANVIDIA CORPORATION | 202,872 | $22.0B | 0.89% | |
| 26 | IAU*ISHARES GOLD TR | 371,519 | $21.9B | 0.89% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 127,509 | $20.2B | 0.82% | |
| 28 | AMDADVANCED MICRO DEVICES INC | 180,829 | $18.6B | 0.76% | |
| 29 | QCOMQUALCOMM INC | 118,635 | $18.2B | 0.74% | |
| 30 | UBERUBER TECHNOLOGIES INC | 249,772 | $18.2B | 0.74% | |
| 31 | SRLNSSGA ACTIVE ETF TR | 431,348 | $17.7B | 0.72% | |
| 32 | SUSUNCOR ENERGY INC NEW | 454,062 | $17.6B | 0.72% | |
| 33 | SCHWSCHWAB CHARLES CORP | 221,426 | $17.3B | 0.71% | |
| 34 | ABGCENCORA INC | 59,543 | $16.6B | 0.67% | |
| 35 | APHAMPHENOL CORP NEW | 248,021 | $16.3B | 0.66% | |
| 36 | AGGYWISDOMTREE TR | 358,545 | $15.6B | 0.63% | |
| 37 | IEFISHARES TR | 158,029 | $15.1B | 0.61% | |
| 38 | GALSSGA ACTIVE ETF TR | 321,812 | $14.4B | 0.59% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 15,222 | $14.4B | 0.59% | |
| 40 | UNHUNITEDHEALTH GROUP INC | 27,042 | $14.2B | 0.58% | |
| 41 | RSPINVESCO EXCHANGE TRADED FD T | 78,986 | $13.7B | 0.56% | |
| 42 | AMATAPPLIED MATLS INC | 93,530 | $13.6B | 0.55% | |
| 43 | METAMETA PLATFORMS INC | 22,298 | $12.9B | 0.52% | |
| 44 | AZNASTRAZENECA PLC | 166,197 | $12.2B | 0.50% | |
| 45 | ITOTISHARES TR | 96,691 | $11.8B | 0.48% | |
| 46 | SPYSPDR S&P 500 ETF TR | 20,563 | $11.5B | 0.47% | |
| 47 | CPCANADIAN PACIFIC KANSAS CITY | 152,829 | $10.7B | 0.44% | |
| 48 | GEMGOLDMAN SACHS ETF TR | 322,578 | $10.7B | 0.44% | |
| 49 | CMECME GROUP INC | 40,217 | $10.7B | 0.43% | |
| 50 | ACNACCENTURE PLC IRELAND | 33,036 | $10.3B | 0.42% | |
| 51 | LOWLOWES COS INC | 43,362 | $10.1B | 0.41% | |
| 52 | SGOVISHARES TR | 98,115 | $9.9B | 0.40% | |
| 53 | XCEMCOLUMBIA ETF TR II | 313,807 | $9.3B | 0.38% | |
| 54 | JNJJOHNSON & JOHNSON | 48,755 | $8.1B | 0.33% | |
| 55 | BNBROOKFIELD CORP | 148,906 | $7.8B | 0.32% | |
| 56 | FTNTFORTINET INC | 80,976 | $7.8B | 0.32% | |
| 57 | QUALISHARES TR | 45,145 | $7.7B | 0.31% | |
| 58 | LQDISHARES TR | 67,348 | $7.3B | 0.30% | |
| 59 | IWPISHARES TR | 61,418 | $7.2B | 0.29% | |
| 60 | CITCINTAS CORP | 33,918 | $7.0B | 0.28% | |
| 61 | PLDPROLOGIS INC. | 58,954 | $6.6B | 0.27% | |
| 62 | XOMEXXON MOBIL CORP | 54,362 | $6.5B | 0.26% | |
| 63 | NOWSERVICENOW INC | 8,067 | $6.4B | 0.26% | |
| 64 | AONAON PLC | 16,023 | $6.4B | 0.26% | |
| 65 | GOOGLALPHABET INC | 41,058 | $6.3B | 0.26% | |
| 66 | VOOVANGUARD INDEX FDS | 12,245 | $6.3B | 0.26% | |
| 67 | PAYCPAYCOM SOFTWARE INC | 28,326 | $6.2B | 0.25% | |
| 68 | DISDISNEY WALT CO | 62,015 | $6.1B | 0.25% | |
| 69 | LINLINDE PLC | 12,700 | $5.9B | 0.24% | |
| 70 | NEENEXTERA ENERGY INC | 80,459 | $5.7B | 0.23% | |
| 71 | VEEVVEEVA SYS INC | 24,532 | $5.7B | 0.23% | |
| 72 | TXNTEXAS INSTRS INC | 31,084 | $5.6B | 0.23% | |
| 73 | INTUINTUIT | 8,687 | $5.3B | 0.22% | |
| 74 | LHLABCORP HOLDINGS INC | 22,820 | $5.3B | 0.22% | |
| 75 | VVISA INC | 14,777 | $5.2B | 0.21% | |
| 76 | MLB1MERCADOLIBRE INC | 2,625 | $5.1B | 0.21% | |
| 77 | BURBURFORD CAP LTD | 385,041 | $5.1B | 0.21% | |
| 78 | ADBEADOBE INC | 13,236 | $5.1B | 0.21% | |
| 79 | SPGIS&P GLOBAL INC | 9,648 | $4.9B | 0.20% | |
| 80 | LULULULULEMON ATHLETICA INC | 17,120 | $4.8B | 0.20% | |
| 81 | BKNGBOOKING HOLDINGS INC | 1,041 | $4.8B | 0.20% | |
| 82 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.8B | 0.19% | |
| 83 | DHRDANAHER CORPORATION | 23,304 | $4.8B | 0.19% | |
| 84 | CVXCHEVRON CORP NEW | 28,385 | $4.7B | 0.19% | |
| 85 | PFEPFIZER INC | 184,835 | $4.7B | 0.19% | |
| 86 | MSCIMSCI INC | 7,954 | $4.5B | 0.18% | |
| 87 | REXRREXFORD INDL RLTY INC | 113,652 | $4.4B | 0.18% | |
| 88 | EFAISHARES TR | 54,403 | $4.4B | 0.18% | |
| 89 | ASMLASML HOLDING N V | 6,683 | $4.4B | 0.18% | |
| 90 | CSCOCISCO SYS INC | 69,620 | $4.3B | 0.17% | |
| 91 | CSGPCOSTAR GROUP INC | 54,092 | $4.3B | 0.17% | |
| 92 | AORISHARES TR | 71,992 | $4.1B | 0.17% | |
| 93 | MPWRMONOLITHIC PWR SYS INC | 7,137 | $4.1B | 0.17% | |
| 94 | CPRTCOPART INC | 71,525 | $4.0B | 0.16% | |
| 95 | OREALTY INCOME CORP | 67,010 | $3.9B | 0.16% | |
| 96 | DJPBARCLAYS BANK PLC | 109,741 | $3.9B | 0.16% | |
| 97 | ULTAULTA BEAUTY INC | 10,517 | $3.9B | 0.16% | |
| 98 | ZTSZOETIS INC | 23,316 | $3.8B | 0.16% | |
| 99 | HDHOME DEPOT INC | 10,041 | $3.7B | 0.15% | |
| 100 | VNQVANGUARD INDEX FDS | 39,577 | $3.6B | 0.15% |
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