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 |
|---|---|---|---|---|---|
| 201 | XLYSELECT SECTOR SPDR TR | 3,288 | $649.2M | 0.03% | |
| 202 | DWDMORGAN STANLEY | 5,536 | $645.9M | 0.03% | |
| 203 | WMWASTE MGMT INC DEL | 2,741 | $634.7M | 0.03% | |
| 204 | VUGVANGUARD INDEX FDS | 1,693 | $627.8M | 0.03% | |
| 205 | OKEONEOK INC NEW | 6,316 | $626.7M | 0.03% | |
| 206 | SLVISHARES SILVER TR | 20,171 | $625.1M | 0.03% | |
| 207 | XLISELECT SECTOR SPDR TR | 4,648 | $609.3M | 0.02% | |
| 208 | VIGVANGUARD SPECIALIZED FUNDS | 3,119 | $605.1M | 0.02% | |
| 209 | BKBANK NEW YORK MELLON CORP | 7,024 | $589.1M | 0.02% | |
| 210 | BF/BBROWN FORMAN CORP | 17,356 | $589.1M | 0.02% | |
| 211 | PCARPACCAR INC | 6,000 | $584.2M | 0.02% | |
| 212 | WBSWEBSTER FINL CORP | 11,003 | $567.2M | 0.02% | |
| 213 | OPPRIVERNORTH DOUBLELINE STRATE | 66,107 | $567.2M | 0.02% | |
| 214 | IHIISHARES TR | 9,290 | $559.2M | 0.02% | |
| 215 | CMCSACOMCAST CORP NEW | 15,055 | $555.5M | 0.02% | |
| 216 | WMBWILLIAMS COS INC | 9,278 | $554.4M | 0.02% | |
| 217 | SPHQINVESCO EXCHANGE TRADED FD T | 8,269 | $548.6M | 0.02% | |
| 218 | EMREMERSON ELEC CO | 4,928 | $540.3M | 0.02% | |
| 219 | XLKSELECT SECTOR SPDR TR | 2,603 | $537.5M | 0.02% | |
| 220 | XPCQXPIMCO CALIF MUN INCOME FD | 59,311 | $524.9M | 0.02% | |
| 221 | NFLXNETFLIX INC | 555 | $517.6M | 0.02% | |
| 222 | TOTLSSGA ACTIVE ETF TR | 12,431 | $500.8M | 0.02% | |
| 223 | ITA*ISHARES TR | 3,223 | $493.4M | 0.02% | |
| 224 | YUMYUM BRANDS INC | 3,134 | $493.2M | 0.02% | |
| 225 | KOCOCA COLA CO | 6,851 | $490.7M | 0.02% | |
| 226 | RSGREPUBLIC SVCS INC | 2,015 | $488.0M | 0.02% | |
| 227 | MTUMISHARES TR | 2,404 | $485.9M | 0.02% | |
| 228 | CRWDCROWDSTRIKE HLDGS INC | 1,377 | $485.5M | 0.02% | |
| 229 | ESGDISHARES TR | 5,672 | $463.3M | 0.02% | |
| 230 | PHGKONINKLIJKE PHILIPS N V | 18,050 | $458.5M | 0.02% | |
| 231 | ELVELEVANCE HEALTH INC | 1,052 | $457.6M | 0.02% | |
| 232 | DUHPDIMENSIONAL ETF TRUST | 13,388 | $443.7M | 0.02% | |
| 233 | AGNCAGNC INVT CORP | 45,946 | $440.2M | 0.02% | |
| 234 | DYHTARGET CORP | 4,195 | $437.7M | 0.02% | |
| 235 | MCKMCKESSON CORP | 640 | $430.7M | 0.02% | |
| 236 | BACBANK AMERICA CORP | 10,275 | $428.8M | 0.02% | |
| 237 | KYNKAYNE ANDERSON ENERGY INFRST | 33,233 | $426.4M | 0.02% | |
| 238 | MDLZMONDELEZ INTL INC | 6,275 | $425.8M | 0.02% | |
| 239 | AQLTISHARES TR | 7,850 | $414.5M | 0.02% | |
| 240 | VYMVANGUARD WHITEHALL FDS | 3,193 | $411.8M | 0.02% | |
| 241 | VTVANGUARD INTL EQUITY INDEX F | 3,551 | $411.7M | 0.02% | |
| 242 | PDOPIMCO DYNAMIC INCOME OPRNTS | 29,579 | $410.6M | 0.02% | |
| 243 | IRINGERSOLL RAND INC | 5,107 | $408.7M | 0.02% | |
| 244 | GEGE AEROSPACE | 2,018 | $403.9M | 0.02% | |
| 245 | RLIRLI CORP | 4,910 | $394.4M | 0.02% | |
| 246 | SCHDSCHWAB STRATEGIC TR | 13,797 | $385.8M | 0.02% | |
| 247 | CNRCANADIAN NATL RY CO | 3,896 | $379.7M | 0.02% | |
| 248 | XARSPDR SER TR | 2,330 | $374.4M | 0.02% | |
| 249 | SMLFISHARES TR | 6,021 | $374.3M | 0.02% | |
| 250 | SONYSONY GROUP CORP | 14,543 | $369.2M | 0.02% | |
| 251 | WECWEC ENERGY GROUP INC | 3,299 | $359.5M | 0.01% | |
| 252 | CRMSALESFORCE INC | 1,334 | $358.0M | 0.01% | |
| 253 | DEDEERE & CO | 759 | $356.1M | 0.01% | |
| 254 | SRESEMPRA | 4,936 | $352.3M | 0.01% | |
| 255 | AMLPALPS ETF TR | 6,726 | $349.4M | 0.01% | |
| 256 | EPDENTERPRISE PRODS PARTNERS L | 10,060 | $343.4M | 0.01% | |
| 257 | RTORENTOKIL INITIAL PLC | 14,803 | $339.0M | 0.01% | |
| 258 | BXBLACKSTONE INC | 2,423 | $338.6M | 0.01% | |
| 259 | VCSHVANGUARD SCOTTSDALE FDS | 4,215 | $332.7M | 0.01% | |
| 260 | PSIINVESCO EXCHANGE TRADED FD T | 7,022 | $332.7M | 0.01% | |
| 261 | DSIISHARES TR | 3,233 | $331.1M | 0.01% | |
| 262 | HYGISHARES TR | 4,179 | $329.7M | 0.01% | |
| 263 | TSITCW STRATEGIC INCOME FD INC | 67,390 | $327.5M | 0.01% | |
| 264 | SYYSYSCO CORP | 4,352 | $326.6M | 0.01% | |
| 265 | EFSCENTERPRISE FINL SVCS CORP | 5,870 | $315.5M | 0.01% | |
| 266 | LBTYALIBERTY GLOBAL LTD | 26,850 | $309.0M | 0.01% | |
| 267 | UNPUNION PAC CORP | 1,296 | $306.2M | 0.01% | |
| 268 | VEAVANGUARD TAX-MANAGED FDS | 5,965 | $303.2M | 0.01% | |
| 269 | DSLDOUBLELINE INCOME SOLUTIONS | 23,934 | $301.8M | 0.01% | |
| 270 | SYKSTRYKER CORPORATION | 808 | $300.8M | 0.01% | |
| 271 | SHOPSHOPIFY INC | 3,140 | $299.8M | 0.01% | |
| 272 | CTVACORTEVA INC | 4,697 | $295.6M | 0.01% | |
| 273 | NKENIKE INC | 4,610 | $292.6M | 0.01% | |
| 274 | FASTFASTENAL CO | 3,739 | $290.0M | 0.01% | |
| 275 | IGVISHARES TR | 3,257 | $289.8M | 0.01% | |
| 276 | ADPAUTOMATIC DATA PROCESSING IN | 944 | $288.4M | 0.01% | |
| 277 | KMIKINDER MORGAN INC DEL | 10,053 | $286.8M | 0.01% | |
| 278 | ADIANALOG DEVICES INC | 1,422 | $286.7M | 0.01% | |
| 279 | TRVCCITIGROUP INC | 4,008 | $284.5M | 0.01% | |
| 280 | LENLENNAR CORP | 2,590 | $282.5M | 0.01% | |
| 281 | SHELSHELL PLC | 3,812 | $279.4M | 0.01% | |
| 282 | DFSEURDISCOVER FINL SVCS | 1,619 | $276.4M | 0.01% | |
| 283 | PNCPNC FINL SVCS GROUP INC | 1,561 | $274.4M | 0.01% | |
| 284 | ROBOEXCHANGE TRADED CONCEPTS TRU | 5,211 | $268.4M | 0.01% | |
| 285 | SPHDINVESCO EXCH TRADED FD TR II | 5,339 | $268.2M | 0.01% | |
| 286 | FTECFIDELITY COVINGTON TRUST | 1,657 | $267.2M | 0.01% | |
| 287 | NVONOVO-NORDISK A S | 3,719 | $258.2M | 0.01% | |
| 288 | BMYBRISTOL-MYERS SQUIBB CO | 4,227 | $257.8M | 0.01% | |
| 289 | GSGOLDMAN SACHS GROUP INC | 471 | $257.6M | 0.01% | |
| 290 | ICEINTERCONTINENTAL EXCHANGE IN | 1,451 | $250.3M | 0.01% | |
| 291 | SCHFSCHWAB STRATEGIC TR | 12,531 | $247.9M | 0.01% | |
| 292 | VBRVANGUARD INDEX FDS | 1,330 | $247.8M | 0.01% | |
| 293 | ENBENBRIDGE INC | 5,579 | $247.2M | 0.01% | |
| 294 | ESGEISHARES INC | 7,072 | $247.2M | 0.01% | |
| 295 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,643 | $246.1M | 0.01% | |
| 296 | ISRGINTUITIVE SURGICAL INC | 494 | $244.7M | 0.01% | |
| 297 | APPFAPPFOLIO INC | 1,098 | $241.4M | 0.01% | |
| 298 | FEFIRSTENERGY CORP | 5,924 | $239.4M | 0.01% | |
| 299 | CTOCTO RLTY GROWTH INC NEW | 12,375 | $239.0M | 0.01% | |
| 300 | LRCXLAM RESEARCH CORP | 3,233 | $235.0M | 0.01% |