FIRST FOUNDATION ADVISORS Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.7T
Holdings
329
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (329 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HDHOME DEPOT INC | 10,340 | $3.8B | 0.14% | |
| 102 | ULTAULTA BEAUTY INC | 7,916 | $3.7B | 0.14% | |
| 103 | OREALTY INCOME CORP | 64,017 | $3.7B | 0.14% | |
| 104 | DJPBARCLAYS BANK PLC | 108,347 | $3.7B | 0.14% | |
| 105 | IQLTISHARES TR | 84,609 | $3.7B | 0.14% | |
| 106 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.6B | 0.14% | |
| 107 | UNHUNITEDHEALTH GROUP INC | 11,540 | $3.6B | 0.13% | |
| 108 | DHRDANAHER CORPORATION | 17,608 | $3.5B | 0.13% | |
| 109 | CSGPCOSTAR GROUP INC | 41,223 | $3.3B | 0.12% | |
| 110 | SPGIS&P GLOBAL INC | 6,200 | $3.3B | 0.12% | |
| 111 | VNQVANGUARD INDEX FDS | 36,573 | $3.3B | 0.12% | |
| 112 | PGPROCTER AND GAMBLE CO | 19,624 | $3.1B | 0.12% | |
| 113 | EWEDWARDS LIFESCIENCES CORP | 39,207 | $3.1B | 0.11% | |
| 114 | BLKBLACKROCK INC | 2,915 | $3.1B | 0.11% | |
| 115 | REXRREXFORD INDL RLTY INC | 85,665 | $3.0B | 0.11% | |
| 116 | NVONOVO-NORDISK A S | 43,945 | $3.0B | 0.11% | |
| 117 | MEDPMEDPACE HLDGS INC | 9,085 | $2.9B | 0.11% | |
| 118 | PZAINVESCO EXCH TRADED FD TR II | 120,992 | $2.7B | 0.10% | |
| 119 | IVEISHARES TR | 13,740 | $2.7B | 0.10% | |
| 120 | EFVISHARES TR | 42,133 | $2.7B | 0.10% | |
| 121 | EFGISHARES TR | 23,732 | $2.7B | 0.10% | |
| 122 | JAAAJANUS DETROIT STR TR | 52,041 | $2.6B | 0.10% | |
| 123 | BIPBROOKFIELD INFRAST PARTNERS | 77,402 | $2.6B | 0.10% | |
| 124 | ORCLORACLE CORP | 11,638 | $2.5B | 0.09% | |
| 125 | GILDGILEAD SCIENCES INC | 22,424 | $2.5B | 0.09% | |
| 126 | MUBISHARES TR | 23,242 | $2.4B | 0.09% | |
| 127 | IWOISHARES TR | 8,378 | $2.4B | 0.09% | |
| 128 | JPSTJ P MORGAN EXCHANGE TRADED F | 47,033 | $2.4B | 0.09% | |
| 129 | QDFFLEXSHARES TR | 30,860 | $2.3B | 0.08% | |
| 130 | WMTWALMART INC | 22,343 | $2.2B | 0.08% | |
| 131 | EEMISHARES TR | 45,229 | $2.2B | 0.08% | |
| 132 | TSLATESLA INC | 6,777 | $2.2B | 0.08% | |
| 133 | JYNTJOINT CORP | 185,273 | $2.1B | 0.08% | |
| 134 | IWSISHARES TR | 15,653 | $2.1B | 0.08% | |
| 135 | FWONALIBERTY MEDIA CORP DEL | 21,748 | $2.1B | 0.08% | |
| 136 | NDQINVESCO QQQ TR | 3,693 | $2.0B | 0.08% | |
| 137 | IWNISHARES TR | 12,663 | $2.0B | 0.07% | |
| 138 | VOVANGUARD INDEX FDS | 7,136 | $2.0B | 0.07% | |
| 139 | APPAPPLOVIN CORP | 5,682 | $2.0B | 0.07% | |
| 140 | PECOPHILLIPS EDISON & CO INC | 54,990 | $1.9B | 0.07% | |
| 141 | NCANUVEEN CALIFORNIA MUNI VLU F | 217,202 | $1.9B | 0.07% | |
| 142 | BMTABRITISH AMERN TOB PLC | 39,461 | $1.9B | 0.07% | |
| 143 | RTXRTX CORPORATION | 12,582 | $1.8B | 0.07% | |
| 144 | ABBVABBVIE INC | 9,873 | $1.8B | 0.07% | |
| 145 | SMTHALPS ETF TR | 70,182 | $1.8B | 0.07% | |
| 146 | VCITVANGUARD SCOTTSDALE FDS | 21,269 | $1.8B | 0.07% | |
| 147 | SMOTVANECK ETF TRUST | 50,490 | $1.8B | 0.07% | |
| 148 | MDTMEDTRONIC PLC | 19,090 | $1.7B | 0.06% | |
| 149 | SBUXSTARBUCKS CORP | 18,136 | $1.7B | 0.06% | |
| 150 | PLTRPALANTIR TECHNOLOGIES INC | 12,078 | $1.6B | 0.06% | |
| 151 | KNSLKINSALE CAP GROUP INC | 3,390 | $1.6B | 0.06% | |
| 152 | VTIVANGUARD INDEX FDS | 5,324 | $1.6B | 0.06% | |
| 153 | REGNREGENERON PHARMACEUTICALS | 3,053 | $1.6B | 0.06% | |
| 154 | GEGE AEROSPACE | 6,201 | $1.6B | 0.06% | |
| 155 | INFLLISTED FDS TR | 37,762 | $1.6B | 0.06% | |
| 156 | MIGAMICROSTRATEGY INC | 3,937 | $1.6B | 0.06% | |
| 157 | TLFTANDY LEATHER FACTORY INC | 482,156 | $1.5B | 0.06% | |
| 158 | PHGKONINKLIJKE PHILIPS N V | 61,881 | $1.5B | 0.05% | |
| 159 | BEBLOOM ENERGY CORP | 60,538 | $1.4B | 0.05% | |
| 160 | TAT&T INC | 49,043 | $1.4B | 0.05% | |
| 161 | MOTIVANECK ETF TRUST | 40,775 | $1.4B | 0.05% | |
| 162 | NYFISHARES TR | 27,065 | $1.4B | 0.05% | |
| 163 | PDXPIMCO DYNAMIC INCOME STRATEG | 56,326 | $1.4B | 0.05% | |
| 164 | TJXTJX COS INC NEW | 10,956 | $1.4B | 0.05% | |
| 165 | CATCATERPILLAR INC | 3,473 | $1.3B | 0.05% | |
| 166 | SUSAISHARES TR | 10,510 | $1.3B | 0.05% | |
| 167 | ABTABBOTT LABS | 9,429 | $1.3B | 0.05% | |
| 168 | IBMINTERNATIONAL BUSINESS MACHS | 4,307 | $1.3B | 0.05% | |
| 169 | IJHISHARES TR | 20,369 | $1.3B | 0.05% | |
| 170 | MOALTRIA GROUP INC | 21,043 | $1.2B | 0.05% | |
| 171 | PEPPEPSICO INC | 9,278 | $1.2B | 0.05% | |
| 172 | DECKDECKERS OUTDOOR CORP | 11,833 | $1.2B | 0.05% | |
| 173 | DDDUPONT DE NEMOURS INC | 17,737 | $1.2B | 0.05% | |
| 174 | CRMSALESFORCE INC | 4,392 | $1.2B | 0.04% | |
| 175 | HONHONEYWELL INTL INC | 5,101 | $1.2B | 0.04% | |
| 176 | SHYISHARES TR | 14,016 | $1.2B | 0.04% | |
| 177 | AXPAMERICAN EXPRESS CO | 3,620 | $1.2B | 0.04% | |
| 178 | NFLXNETFLIX INC | 852 | $1.1B | 0.04% | |
| 179 | LRGFISHARES TR | 17,632 | $1.1B | 0.04% | |
| 180 | DIALCOLUMBIA ETF TR I | 59,741 | $1.1B | 0.04% | |
| 181 | XLFSELECT SECTOR SPDR TR | 20,580 | $1.1B | 0.04% | |
| 182 | BABOEING CO | 5,124 | $1.1B | 0.04% | |
| 183 | MRKMERCK & CO INC | 13,348 | $1.1B | 0.04% | |
| 184 | ROKROCKWELL AUTOMATION INC | 3,157 | $1.0B | 0.04% | |
| 185 | IJRISHARES TR | 9,538 | $1.0B | 0.04% | |
| 186 | IWDISHARES TR | 5,335 | $1.0B | 0.04% | |
| 187 | TOTLSSGA ACTIVE ETF TR | 25,362 | $1.0B | 0.04% | |
| 188 | WFC 7.5 PERP LWELLS FARGO CO NEW | 860 | $1.0B | 0.04% | |
| 189 | ABALLIANCEBERNSTEIN HLDG L P | 24,500 | $1.0B | 0.04% | |
| 190 | AMGNAMGEN INC | 3,570 | $996.8M | 0.04% | |
| 191 | BACBANK AMERICA CORP | 20,728 | $980.8M | 0.04% | |
| 192 | MCDMCDONALDS CORP | 3,286 | $960.2M | 0.04% | |
| 193 | SHYGISHARES TR | 22,255 | $960.1M | 0.04% | |
| 194 | GQ9SPDR GOLD TR | 3,149 | $959.9M | 0.04% | |
| 195 | RCREADY CAPITAL CORP | 213,517 | $933.1M | 0.03% | |
| 196 | LMTLOCKHEED MARTIN CORP | 1,940 | $898.3M | 0.03% | |
| 197 | AREALEXANDRIA REAL ESTATE EQ IN | 12,227 | $888.0M | 0.03% | |
| 198 | BACVERIZON COMMUNICATIONS INC | 20,389 | $882.2M | 0.03% | |
| 199 | PDIPIMCO DYNAMIC INCOME FD | 45,965 | $872.0M | 0.03% | |
| 200 | TMOTHERMO FISHER SCIENTIFIC INC | 2,105 | $853.5M | 0.03% |