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 |
|---|---|---|---|---|---|
| 201 | JMSTJ P MORGAN EXCHANGE TRADED F | 16,743 | $852.6M | 0.03% | |
| 202 | XLYSELECT SECTOR SPDR TR | 3,864 | $839.8M | 0.03% | |
| 203 | DALDELTA AIR LINES INC DEL | 16,608 | $816.8M | 0.03% | |
| 204 | PHPARKER-HANNIFIN CORP | 1,151 | $803.9M | 0.03% | |
| 205 | BONDPIMCO ETF TR | 8,682 | $800.3M | 0.03% | |
| 206 | NACNUVEEN CA QUALTY MUN INCOME | 68,102 | $760.7M | 0.03% | |
| 207 | XLISELECT SECTOR SPDR TR | 5,150 | $759.7M | 0.03% | |
| 208 | COFCAPITAL ONE FINL CORP | 3,530 | $751.0M | 0.03% | |
| 209 | WMWASTE MGMT INC DEL | 3,272 | $748.7M | 0.03% | |
| 210 | NRPNATURAL RESOURCE PARTNERS L | 7,696 | $735.0M | 0.03% | |
| 211 | GSGOLDMAN SACHS GROUP INC | 1,022 | $723.2M | 0.03% | |
| 212 | SHWSHERWIN WILLIAMS CO | 2,057 | $706.4M | 0.03% | |
| 213 | BAC 7.25 PERP LBANK AMERICA CORP | 577 | $699.9M | 0.03% | |
| 214 | KOCOCA COLA CO | 9,790 | $692.7M | 0.03% | |
| 215 | MOHMOLINA HEALTHCARE INC | 2,314 | $689.3M | 0.03% | |
| 216 | CRWDCROWDSTRIKE HLDGS INC | 1,335 | $679.9M | 0.03% | |
| 217 | NOCNORTHROP GRUMMAN CORP | 1,360 | $679.5M | 0.03% | |
| 218 | WBSWEBSTER FINL CORP | 12,403 | $677.2M | 0.03% | |
| 219 | DWDMORGAN STANLEY | 4,786 | $674.1M | 0.02% | |
| 220 | SLVISHARES SILVER TR | 20,171 | $661.8M | 0.02% | |
| 221 | XLKSELECT SECTOR SPDR TR | 2,613 | $661.7M | 0.02% | |
| 222 | EMREMERSON ELEC CO | 4,928 | $657.1M | 0.02% | |
| 223 | REMISHARES TR | 30,064 | $642.8M | 0.02% | |
| 224 | BKBANK NEW YORK MELLON CORP | 7,024 | $640.0M | 0.02% | |
| 225 | DOWDOW INC | 23,322 | $617.6M | 0.02% | |
| 226 | ITA*ISHARES TR | 3,223 | $608.0M | 0.02% | |
| 227 | VIOOVANGUARD ADMIRAL FDS INC | 5,902 | $597.5M | 0.02% | |
| 228 | SPHQINVESCO EXCHANGE TRADED FD T | 8,343 | $594.5M | 0.02% | |
| 229 | IHIISHARES TR | 9,290 | $581.9M | 0.02% | |
| 230 | MTUMISHARES TR | 2,404 | $577.7M | 0.02% | |
| 231 | PCARPACCAR INC | 6,000 | $570.4M | 0.02% | |
| 232 | ESGDISHARES TR | 6,377 | $569.0M | 0.02% | |
| 233 | VIGVANGUARD SPECIALIZED FUNDS | 2,619 | $536.0M | 0.02% | |
| 234 | DEDEERE & CO | 1,037 | $527.4M | 0.02% | |
| 235 | OPPRIVERNORTH DOUBLELINE STRATE | 61,339 | $524.4M | 0.02% | |
| 236 | VEAVANGUARD TAX-MANAGED FDS | 8,865 | $505.4M | 0.02% | |
| 237 | WMBWILLIAMS COS INC | 8,027 | $504.2M | 0.02% | |
| 238 | VUGVANGUARD INDEX FDS | 1,137 | $498.5M | 0.02% | |
| 239 | RSGREPUBLIC SVCS INC | 2,015 | $496.9M | 0.02% | |
| 240 | DUHPDIMENSIONAL ETF TRUST | 13,388 | $476.1M | 0.02% | |
| 241 | MCKMCKESSON CORP | 640 | $469.0M | 0.02% | |
| 242 | BF/BBROWN FORMAN CORP | 17,356 | $467.1M | 0.02% | |
| 243 | VTVANGUARD INTL EQUITY INDEX F | 3,551 | $456.4M | 0.02% | |
| 244 | XELXCEL ENERGY INC | 6,659 | $453.5M | 0.02% | |
| 245 | PSAPUBLIC STORAGE OPER CO | 1,533 | $449.8M | 0.02% | |
| 246 | CMCSACOMCAST CORP NEW | 12,433 | $443.7M | 0.02% | |
| 247 | ISRGINTUITIVE SURGICAL INC | 797 | $433.1M | 0.02% | |
| 248 | AMTAMERICAN TOWER CORP NEW | 1,939 | $428.6M | 0.02% | |
| 249 | VYMVANGUARD WHITEHALL FDS | 3,193 | $425.7M | 0.02% | |
| 250 | XARSPDR SERIES TRUST | 2,015 | $425.0M | 0.02% | |
| 251 | IRINGERSOLL RAND INC | 5,107 | $424.8M | 0.02% | |
| 252 | XPCQXPIMCO CALIF MUN INCOME FD | 49,226 | $422.9M | 0.02% | |
| 253 | KYNKAYNE ANDERSON ENERGY INFRST | 33,233 | $422.7M | 0.02% | |
| 254 | MDLZMONDELEZ INTL INC | 6,263 | $422.4M | 0.02% | |
| 255 | AGNCAGNC INVT CORP | 45,946 | $422.2M | 0.02% | |
| 256 | PSIINVESCO EXCHANGE TRADED FD T | 7,022 | $421.0M | 0.02% | |
| 257 | SMLFISHARES TR | 6,021 | $409.1M | 0.02% | |
| 258 | SCHDSCHWAB STRATEGIC TR | 15,394 | $407.9M | 0.02% | |
| 259 | KMIKINDER MORGAN INC DEL | 13,824 | $406.4M | 0.02% | |
| 260 | GEVGE VERNOVA INC | 733 | $387.9M | 0.01% | |
| 261 | SONYSONY GROUP CORP | 14,885 | $387.5M | 0.01% | |
| 262 | ESGEISHARES INC | 9,865 | $386.4M | 0.01% | |
| 263 | HYGISHARES TR | 4,743 | $382.5M | 0.01% | |
| 264 | AQLTISHARES TR | 7,850 | $381.9M | 0.01% | |
| 265 | DSIISHARES TR | 3,233 | $375.5M | 0.01% | |
| 266 | SRESEMPRA | 4,938 | $374.1M | 0.01% | |
| 267 | IGVISHARES TR | 3,257 | $356.6M | 0.01% | |
| 268 | YUMYUM BRANDS INC | 2,400 | $355.7M | 0.01% | |
| 269 | RLIRLI CORP | 4,910 | $354.6M | 0.01% | |
| 270 | ELVELEVANCE HEALTH INC | 893 | $347.3M | 0.01% | |
| 271 | SHOPSHOPIFY INC | 3,006 | $346.7M | 0.01% | |
| 272 | CNRCANADIAN NATL RY CO | 3,325 | $345.9M | 0.01% | |
| 273 | ECLECOLAB INC | 1,270 | $342.2M | 0.01% | |
| 274 | TRVCCITIGROUP INC | 4,008 | $341.2M | 0.01% | |
| 275 | BXBLACKSTONE INC | 2,271 | $339.7M | 0.01% | |
| 276 | DYHTARGET CORP | 3,428 | $338.2M | 0.01% | |
| 277 | PDOPIMCO DYNAMIC INCOME OPRNTS | 24,928 | $336.0M | 0.01% | |
| 278 | AMLPALPS ETF TR | 6,868 | $335.5M | 0.01% | |
| 279 | VCSHVANGUARD SCOTTSDALE FDS | 4,215 | $335.1M | 0.01% | |
| 280 | SYYSYSCO CORP | 4,352 | $329.6M | 0.01% | |
| 281 | FTECFIDELITY COVINGTON TRUST | 1,657 | $326.8M | 0.01% | |
| 282 | EFSCENTERPRISE FINL SVCS CORP | 5,870 | $323.4M | 0.01% | |
| 283 | WFCWELLS FARGO CO NEW | 4,003 | $320.7M | 0.01% | |
| 284 | FASTFASTENAL CO | 7,478 | $314.1M | 0.01% | |
| 285 | ROBOEXCHANGE TRADED CONCEPTS TRU | 5,211 | $311.5M | 0.01% | |
| 286 | SOSOUTHERN CO | 3,314 | $304.3M | 0.01% | |
| 287 | OKEONEOK INC NEW | 3,650 | $297.9M | 0.01% | |
| 288 | ADPAUTOMATIC DATA PROCESSING IN | 962 | $296.7M | 0.01% | |
| 289 | CARRCARRIER GLOBAL CORPORATION | 4,031 | $295.0M | 0.01% | |
| 290 | UNPUNION PAC CORP | 1,277 | $293.8M | 0.01% | |
| 291 | TTTRANE TECHNOLOGIES PLC | 665 | $290.9M | 0.01% | |
| 292 | WECWEC ENERGY GROUP INC | 2,702 | $281.5M | 0.01% | |
| 293 | EPDENTERPRISE PRODS PARTNERS L | 9,010 | $279.4M | 0.01% | |
| 294 | SCHFSCHWAB STRATEGIC TR | 12,531 | $276.9M | 0.01% | |
| 295 | FEFIRSTENERGY CORP | 6,591 | $265.4M | 0.01% | |
| 296 | LENLENNAR CORP | 2,492 | $262.3M | 0.01% | |
| 297 | TSITCW STRATEGIC INCOME FD INC | 52,994 | $258.6M | 0.01% | |
| 298 | SPHDINVESCO EXCH TRADED FD TR II | 5,388 | $256.3M | 0.01% | |
| 299 | ETNEATON CORP PLC | 714 | $254.9M | 0.01% | |
| 300 | BINCBLACKROCK ETF TRUST II | 4,790 | $253.1M | 0.01% |