FIRST FOUNDATION ADVISORS 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FF FIRST FOUNDATION ADVISORS | Institutional Filer | ▼ 6.42% | $2.48B | 334 |
Current Portfolio Holdings
Showing all 334 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 999K | $369.9M | 14.89% |
| 2 | IVV | ISHARES TR | — | 296K | $193.4M | 7.79% |
| 3 | GOOG | Alphabet Inc. | Technology | 382K | $109.7M | 4.42% |
| 4 | IEFA | ISHARES TR | — | 1.1M | $99.5M | 4.01% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 1.6M | $89.3M | 3.60% |
| 6 | MOAT | VANECK ETF TRUST | — | 743K | $71.9M | 2.89% |
| 7 | AAPL | Apple Inc. | Technology | 283K | $71.9M | 2.89% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 289K | $60.2M | 2.43% |
| 9 | GSLC | GOLDMAN SACHS ETF TR | — | 459K | $57.4M | 2.31% |
| 10 | IEMG | ISHARES INC | — | 773K | $53.9M | 2.17% |
| 11 | IWR | ISHARES TR | — | 554K | $53.8M | 2.17% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 105K | $50.5M | 2.03% |
| 13 | GSIE | GOLDMAN SACHS ETF TR | — | 1.0M | $44.2M | 1.78% |
| 14 | GSSC | GOLDMAN SACHS ETF TR | — | 516K | $38.4M | 1.55% |
| 15 | AMD | Advanced Micro Devices, Inc. | Technology | 181K | $36.9M | 1.49% |
Showing 1 to 15 of 334 holdings