First-Foundation-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  "MPWR",
  "DJP",
  null,
  null,
  "NVG",
  null,
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  "AXP",
  "JQC",
  "NMZ",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  null,
  "LEN-B",
  "PHG",
  "CTO",
  null,
  "PECO",
  null,
  "PDI",
  "RC",
  null,
  "FRA",
  "PFN",
  "ECC",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  "EVV",
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "GSIE",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "TSI",
  "TLF",
  null,
  "NAC",
  "PDX",
  null,
  "NCA",
  null,
  null,
  "KMI",
  "OPP",
  "LRCX",
  "FWONA",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "PCQ",
  "MA",
  "RTO",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  null,
  null,
  null,
  "PCAR",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PEP",
  null,
  "PNC",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "AMGN",
  "PKG",
  "MSTR",
  "PDO",
  "REGN",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "AGNC",
  "VOE",
  "SCHW",
  "AB",
  "VWO",
  null,
  null,
  null,
  "KYN",
  null,
  "DSL",
  "VIG",
  "NRP",
  null,
  "ULTA",
  "IWO",
  "SU",
  "IWN",
  "IEF",
  null,
  null,
  "BN.TO",
  null,
  "VYM",
  "DD",
  null,
  "EW",
  "TT",
  "RLI",
  "ARE",
  "AON",
  "APH",
  "AMD",
  "SONY",
  null,
  "SDY",
  "FI",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "IR",
  null,
  "GSLC",
  "EFSC",
  "JYNT",
  null,
  "IDXX",
  "NVO",
  "AMZN",
  "NEA",
  "IVE",
  null,
  "ESGD",
  "REXR",
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  null,
  null,
  null,
  "VBR",
  "VT",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  null,
  "WBS",
  "WMB",
  null,
  "XEL",
  "YUM",
  null,
  null,
  "SCHD",
  null,
  "SCHF",
  "MSCI",
  "LBTYA",
  "LH",
  "MOH",
  "NOV",
  null,
  "OTIS",
  "CRM",
  "SYY",
  "PFLT",
  null,
  "MTUM",
  "MELI",
  "DGRO",
  "MCK",
  null,
  "PSA",
  "PAYC",
  "LULU",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BE",
  "BA",
  "BMY",
  "BTI",
  "BF-B",
  "BIP",
  "BUR",
  "CNI",
  "CVX",
  "CTAS",
  "CSCO",
  "CCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "COST",
  "CTVA",
  "CSGP",
  "CRWD",
  "DHR",
  "DE",
  "DAL",
  null,
  "DFAC",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 570
Total Value: 2399972239
Accession Number: 0001086763-25-000007
Form Type: 13F-HR
CIK: first-foundation-advisors
Manager Name: First-Foundation-Advisors

Data Enrichment

81% identified

463 identified107 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

570 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:9.8K

Value:$828.2K

% of Portfolio:0.0% ($828.2K/$2.4B)

37954Y475

Shares:21.0K

Value:$828.1K

% of Portfolio:0.0% ($828.1K/$2.4B)

AMGEN INC

AMGN|031162100

Shares:2.6K

Value:$817.5K

% of Portfolio:0.0% ($817.5K/$2.4B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:3.2K

Value:$815.0K

% of Portfolio:0.0% ($815.0K/$2.4B)

DOW INC.

DOW|260557103

Shares:23.2K

Value:$809.8K

% of Portfolio:0.0% ($809.8K/$2.4B)

MCDONALDS CORP

MCD|580135101

Shares:2.6K

Value:$804.7K

% of Portfolio:0.0% ($804.7K/$2.4B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:2.2K

Value:$772.6K

% of Portfolio:0.0% ($772.6K/$2.4B)

Nuveen California Quality Municipal Income Fund

NAC|67066Y105

Shares:68.1K

Value:$765.5K

% of Portfolio:0.0% ($765.5K/$2.4B)

NATURAL RESOURCE PARTNERS LP

NRP|63900P608

Shares:7.2K

Value:$752.2K

% of Portfolio:0.0% ($752.2K/$2.4B)

CATERPILLAR INC

CAT|149123101

Shares:2.3K

Value:$747.7K

% of Portfolio:0.0% ($747.7K/$2.4B)

19761L508

Shares:41.6K

Value:$744.5K

% of Portfolio:0.0% ($744.5K/$2.4B)

46435G342

Shares:33.1K

Value:$743.7K

% of Portfolio:0.0% ($743.7K/$2.4B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.5K

Value:$725.0K

% of Portfolio:0.0% ($725.0K/$2.4B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:15.9K

Value:$721.4K

% of Portfolio:0.0% ($721.4K/$2.4B)

060505682

Shares:577

Value:$712.3K

% of Portfolio:0.0% ($712.3K/$2.4B)

XCEL ENERGY INC

XEL|98389B100

Shares:10.0K

Value:$708.7K

% of Portfolio:0.0% ($708.7K/$2.4B)

Parker-Hannifin Corp

PH|701094104

Shares:1.2K

Value:$707.5K

% of Portfolio:0.0% ($707.5K/$2.4B)

921932828

Shares:7.2K

Value:$690.4K

% of Portfolio:0.0% ($690.4K/$2.4B)

Public Storage

PSA|74460D109

Shares:2.2K

Value:$667.7K

% of Portfolio:0.0% ($667.7K/$2.4B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:15.2K

Value:$660.5K

% of Portfolio:0.0% ($660.5K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	9.8K	QoQ +4.36% (+410) YoY NEW(+9.8K)	All Managers (Combined)	$828.2K	0.0% ($828.2K/$2.4B)	QoQ +16.46% (+$117.1K) YoY NEW(+$828.2K)
(cusip37954Y475)✕	21.0K	QoQ +197.23% (+13.9K) YoY -14.22% (-3.5K)	All Managers (Combined)	$828.1K	0.0% ($828.1K/$2.4B)	QoQ +180.13% (+$532.5K) YoY -16.95% (-$169.1K)
AMGEN INC(AMGNcusip031162100)	2.6K	QoQ -20.96% (-696) YoY -24.64% (-858)	All Managers (Combined)	$817.5K	0.0% ($817.5K/$2.4B)	QoQ -5.52% (-$47.8K) YoY -17.41% (-$172.4K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	3.2K	QoQ -0.18% (-6) YoY -7.96% (-273)	All Managers (Combined)	$815.0K	0.0% ($815.0K/$2.4B)	QoQ -9.75% (-$88.1K) YoY -18.36% (-$183.4K)
DOW INC.(DOWcusip260557103)	23.2K	QoQ 0.00% (-0) YoY -4.29% (-1.0K)	All Managers (Combined)	$809.8K	0.0% ($809.8K/$2.4B)	QoQ -12.98% (-$120.8K) YoY -42.30% (-$593.9K)
MCDONALDS CORP(MCDcusip580135101)	2.6K	QoQ -31.48% (-1.2K) YoY -60.79% (-4.0K)	All Managers (Combined)	$804.7K	0.0% ($804.7K/$2.4B)	QoQ -26.18% (-$285.4K) YoY -56.56% (-$1.0M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	2.2K	QoQ -2.42% (-55) YoY -21.44% (-604)	All Managers (Combined)	$772.6K	0.0% ($772.6K/$2.4B)	QoQ +0.23% (-$1.8K) YoY -21.02% (-$205.7K)
Nuveen California Quality Municipal Income Fund(NACcusip67066Y105)	68.1K	QoQ +18.87% (+10.8K) YoY +28.49% (+15.1K)	All Managers (Combined)	$765.5K	0.0% ($765.5K/$2.4B)	QoQ +18.34% (+$118.7K) YoY +31.06% (+$181.4K)
NATURAL RESOURCE PARTNERS LP(NRPcusip63900P608)	7.2K	QoQ 0.00% (-0) YoY NEW(+7.2K)	All Managers (Combined)	$752.2K	0.0% ($752.2K/$2.4B)	QoQ -6.39% (-$51.4K) YoY NEW(+$752.2K)
CATERPILLAR INC(CATcusip149123101)	2.3K	QoQ -9.28% (-232) YoY -41.28% (-1.6K)	All Managers (Combined)	$747.7K	0.0% ($747.7K/$2.4B)	QoQ -17.52% (-$158.9K) YoY -47.15% (-$667.1K)
(cusip19761L508)✕	41.6K	QoQ -6.76% (-3.0K) YoY -24.39% (-13.4K)	All Managers (Combined)	$744.5K	0.0% ($744.5K/$2.4B)	QoQ -4.90% (-$38.4K) YoY -23.97% (-$234.8K)
(cusip46435G342)✕	33.1K	QoQ -1.02% (-343) YoY -37.70% (-20.1K)	All Managers (Combined)	$743.7K	0.0% ($743.7K/$2.4B)	QoQ +4.02% (-$28.8K) YoY -39.85% (-$492.7K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.5K	QoQ +168.32% (+914) YoY +78.11% (+639)	All Managers (Combined)	$725.0K	0.0% ($725.0K/$2.4B)	QoQ +156.65% (+$442.5K) YoY +52.49% (+$249.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	15.9K	QoQ -3.39% (-559) YoY +69.69% (+6.5K)	All Managers (Combined)	$721.4K	0.0% ($721.4K/$2.4B)	QoQ +9.57% (-$63.1K) YoY +83.45% (+$328.2K)
(cusip060505682)✕	577	QoQ 0.00% (+0) YoY -12.70% (-84)	All Managers (Combined)	$712.3K	0.0% ($712.3K/$2.4B)	QoQ +1.25% (+$8.8K) YoY -9.72% (-$76.7K)
XCEL ENERGY INC(XELcusip98389B100)	10.0K	QoQ 0.00% (+0) YoY +29.42% (+2.3K)	All Managers (Combined)	$708.7K	0.0% ($708.7K/$2.4B)	QoQ +4.84% (+$32.7K) YoY +70.45% (+$292.9K)
Parker-Hannifin Corp(PHcusip701094104)	1.2K	QoQ -3.48% (-42) YoY -32.44% (-559)	All Managers (Combined)	$707.5K	0.0% ($707.5K/$2.4B)	QoQ -7.75% (-$59.5K) YoY -26.11% (-$250.1K)
(cusip921932828)✕	7.2K	QoQ -33.08% (-3.5K) YoY -54.40% (-8.5K)	All Managers (Combined)	$690.4K	0.0% ($690.4K/$2.4B)	QoQ -39.09% (-$443.2K) YoY -56.64% (-$902.1K)
Public Storage(PSAcusip74460D109)	2.2K	QoQ -3.54% (-82) YoY -18.96% (-522)	All Managers (Combined)	$667.7K	0.0% ($667.7K/$2.4B)	QoQ -3.59% (-$24.9K) YoY -16.38% (-$130.8K)
DELTA AIR LINES, INC.(DALcusip247361702)	15.2K	QoQ 0.00% (-0) YoY NEW(+15.2K)	All Managers (Combined)	$660.5K	0.0% ($660.5K/$2.4B)	QoQ -27.93% (-$256.0K) YoY NEW(+$660.5K)