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)

#StockSharesValue% PortfolioType
201
JMSTJ P MORGAN EXCHANGE TRADED F
16,743$852.6M0.03%
202
XLYSELECT SECTOR SPDR TR
3,864$839.8M0.03%
203
DALDELTA AIR LINES INC DEL
16,608$816.8M0.03%
204
PHPARKER-HANNIFIN CORP
1,151$803.9M0.03%
205
BONDPIMCO ETF TR
8,682$800.3M0.03%
206
NACNUVEEN CA QUALTY MUN INCOME
68,102$760.7M0.03%
207
XLISELECT SECTOR SPDR TR
5,150$759.7M0.03%
208
COFCAPITAL ONE FINL CORP
3,530$751.0M0.03%
209
WMWASTE MGMT INC DEL
3,272$748.7M0.03%
210
NRPNATURAL RESOURCE PARTNERS L
7,696$735.0M0.03%
211
GSGOLDMAN SACHS GROUP INC
1,022$723.2M0.03%
212
SHWSHERWIN WILLIAMS CO
2,057$706.4M0.03%
213
BAC 7.25 PERP LBANK AMERICA CORP
577$699.9M0.03%
214
KOCOCA COLA CO
9,790$692.7M0.03%
215
MOHMOLINA HEALTHCARE INC
2,314$689.3M0.03%
216
CRWDCROWDSTRIKE HLDGS INC
1,335$679.9M0.03%
217
NOCNORTHROP GRUMMAN CORP
1,360$679.5M0.03%
218
WBSWEBSTER FINL CORP
12,403$677.2M0.03%
219
DWDMORGAN STANLEY
4,786$674.1M0.02%
220
SLVISHARES SILVER TR
20,171$661.8M0.02%
221
XLKSELECT SECTOR SPDR TR
2,613$661.7M0.02%
222
EMREMERSON ELEC CO
4,928$657.1M0.02%
223
REMISHARES TR
30,064$642.8M0.02%
224
BKBANK NEW YORK MELLON CORP
7,024$640.0M0.02%
225
DOWDOW INC
23,322$617.6M0.02%
226
ITA*ISHARES TR
3,223$608.0M0.02%
227
VIOOVANGUARD ADMIRAL FDS INC
5,902$597.5M0.02%
228
SPHQINVESCO EXCHANGE TRADED FD T
8,343$594.5M0.02%
229
IHIISHARES TR
9,290$581.9M0.02%
230
MTUMISHARES TR
2,404$577.7M0.02%
231
PCARPACCAR INC
6,000$570.4M0.02%
232
ESGDISHARES TR
6,377$569.0M0.02%
233
VIGVANGUARD SPECIALIZED FUNDS
2,619$536.0M0.02%
234
DEDEERE & CO
1,037$527.4M0.02%
235
OPPRIVERNORTH DOUBLELINE STRATE
61,339$524.4M0.02%
236
VEAVANGUARD TAX-MANAGED FDS
8,865$505.4M0.02%
237
WMBWILLIAMS COS INC
8,027$504.2M0.02%
238
VUGVANGUARD INDEX FDS
1,137$498.5M0.02%
239
RSGREPUBLIC SVCS INC
2,015$496.9M0.02%
240
DUHPDIMENSIONAL ETF TRUST
13,388$476.1M0.02%
241
MCKMCKESSON CORP
640$469.0M0.02%
242
BF/BBROWN FORMAN CORP
17,356$467.1M0.02%
243
VTVANGUARD INTL EQUITY INDEX F
3,551$456.4M0.02%
244
XELXCEL ENERGY INC
6,659$453.5M0.02%
245
PSAPUBLIC STORAGE OPER CO
1,533$449.8M0.02%
246
CMCSACOMCAST CORP NEW
12,433$443.7M0.02%
247
ISRGINTUITIVE SURGICAL INC
797$433.1M0.02%
248
AMTAMERICAN TOWER CORP NEW
1,939$428.6M0.02%
249
VYMVANGUARD WHITEHALL FDS
3,193$425.7M0.02%
250
XARSPDR SERIES TRUST
2,015$425.0M0.02%
251
IRINGERSOLL RAND INC
5,107$424.8M0.02%
252
XPCQXPIMCO CALIF MUN INCOME FD
49,226$422.9M0.02%
253
KYNKAYNE ANDERSON ENERGY INFRST
33,233$422.7M0.02%
254
MDLZMONDELEZ INTL INC
6,263$422.4M0.02%
255
AGNCAGNC INVT CORP
45,946$422.2M0.02%
256
PSIINVESCO EXCHANGE TRADED FD T
7,022$421.0M0.02%
257
SMLFISHARES TR
6,021$409.1M0.02%
258
SCHDSCHWAB STRATEGIC TR
15,394$407.9M0.02%
259
KMIKINDER MORGAN INC DEL
13,824$406.4M0.02%
260
GEVGE VERNOVA INC
733$387.9M0.01%
261
SONYSONY GROUP CORP
14,885$387.5M0.01%
262
ESGEISHARES INC
9,865$386.4M0.01%
263
HYGISHARES TR
4,743$382.5M0.01%
264
AQLTISHARES TR
7,850$381.9M0.01%
265
DSIISHARES TR
3,233$375.5M0.01%
266
SRESEMPRA
4,938$374.1M0.01%
267
IGVISHARES TR
3,257$356.6M0.01%
268
YUMYUM BRANDS INC
2,400$355.7M0.01%
269
RLIRLI CORP
4,910$354.6M0.01%
270
ELVELEVANCE HEALTH INC
893$347.3M0.01%
271
SHOPSHOPIFY INC
3,006$346.7M0.01%
272
CNRCANADIAN NATL RY CO
3,325$345.9M0.01%
273
ECLECOLAB INC
1,270$342.2M0.01%
274
TRVCCITIGROUP INC
4,008$341.2M0.01%
275
BXBLACKSTONE INC
2,271$339.7M0.01%
276
DYHTARGET CORP
3,428$338.2M0.01%
277
PDOPIMCO DYNAMIC INCOME OPRNTS
24,928$336.0M0.01%
278
AMLPALPS ETF TR
6,868$335.5M0.01%
279
VCSHVANGUARD SCOTTSDALE FDS
4,215$335.1M0.01%
280
SYYSYSCO CORP
4,352$329.6M0.01%
281
FTECFIDELITY COVINGTON TRUST
1,657$326.8M0.01%
282
EFSCENTERPRISE FINL SVCS CORP
5,870$323.4M0.01%
283
WFCWELLS FARGO CO NEW
4,003$320.7M0.01%
284
FASTFASTENAL CO
7,478$314.1M0.01%
285
ROBOEXCHANGE TRADED CONCEPTS TRU
5,211$311.5M0.01%
286
SOSOUTHERN CO
3,314$304.3M0.01%
287
OKEONEOK INC NEW
3,650$297.9M0.01%
288
ADPAUTOMATIC DATA PROCESSING IN
962$296.7M0.01%
289
CARRCARRIER GLOBAL CORPORATION
4,031$295.0M0.01%
290
UNPUNION PAC CORP
1,277$293.8M0.01%
291
TTTRANE TECHNOLOGIES PLC
665$290.9M0.01%
292
WECWEC ENERGY GROUP INC
2,702$281.5M0.01%
293
EPDENTERPRISE PRODS PARTNERS L
9,010$279.4M0.01%
294
SCHFSCHWAB STRATEGIC TR
12,531$276.9M0.01%
295
FEFIRSTENERGY CORP
6,591$265.4M0.01%
296
LENLENNAR CORP
2,492$262.3M0.01%
297
TSITCW STRATEGIC INCOME FD INC
52,994$258.6M0.01%
298
SPHDINVESCO EXCH TRADED FD TR II
5,388$256.3M0.01%
299
ETNEATON CORP PLC
714$254.9M0.01%
300
BINCBLACKROCK ETF TRUST II
4,790$253.1M0.01%
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