First Foundation Advisors

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: 0001086763
Manager Name: First Foundation Advisors

Data Enrichment

81% identified

463 identified107 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

570 positions • $2,399,972.239K total value

570 positions

Manager:

SEC FilingSEC DataHachi Filing

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81369Y407

3288(+0.0%)

Value:

$649.2M(-12.0%)

MORGAN STANLEY

MS|617446448

5536(+0.4%)

Value:

$645.9M(-6.8%)

WASTE MANAGEMENT INC

WM|94106L109

2741(-20.3%)

Value:

$634.7M(-8.6%)

922908736

VUG|922908736

1693(+0.5%)

Value:

$627.8M(-9.2%)

ONEOK INC /NEW/

OKE|682680103

6316(+0.0%)

Value:

$626.7M(-1.2%)

46428Q109

20171(+0.0%)

Value:

$625.1M(+17.7%)

81369Y704

4648(-6.7%)

Value:

$609.3M(-7.2%)

921908844

VIG|921908844

3119(+0.0%)

Value:

$605.1M(-0.9%)

Bank of New York Mellon Corp

BK|064058100

7024(+0.0%)

Value:

$589.1M(+9.2%)

BROWN FORMAN CORP

BF-B|115637209

17356(-0.1%)

Value:

$589.1M(-10.8%)

PACCAR INC

PCAR|693718108

6000(+0.0%)

Value:

$584.2M(-6.4%)

WEBSTER FINANCIAL CORP

WBS|947890109

11003(+9.4%)

Value:

$567.2M(+2.2%)

RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.

OPP|76882G107

66107(+0.0%)

Value:

$567.2M(+2.9%)

464288810

9290(+0.0%)

Value:

$559.2M(+3.1%)

COMCAST CORP

CMCSA|20030N101

15055(-6.6%)

Value:

$555.5M(-8.2%)

WILLIAMS COMPANIES, INC.

WMB|969457100

9278(-6.1%)

Value:

$554.4M(+3.7%)

46137V241

8269

Value:

$548.6M

EMERSON ELECTRIC CO

EMR|291011104

4928(-13.8%)

Value:

$540.3M(-23.8%)

81369Y803

XLK|81369Y803

2603(-1.1%)

Value:

$537.5M(-12.2%)

PIMCO CALIFORNIA MUNICIPAL INCOME FUND

PCQ|72200N106

59311(-18.7%)

Value:

$524.9M(-20.4%)

Instrument	Shares		Other Manager	Value
(cusip81369Y407)✕	3.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$649.2K	QoQ -11.98% (-$88.4K) YoY +7.37% (+$44.6K)
Morgan Stanley(MScusip617446448)	5.5K	QoQ +0.43% (-24) YoY -15.10% (-985)	All Managers (Combined)	$645.9K	QoQ -6.78% (-$47.0K) YoY +5.19% (-$31.9K)
Waste Management Inc(WMcusip94106L109)	2.7K	QoQ -20.34% (-700) YoY -21.77% (-763)	All Managers (Combined)	$634.7K	QoQ -8.58% (-$59.6K) YoY -15.02% (-$112.2K)
(VUGcusip922908736)	1.7K	QoQ +0.47% (-8) YoY -18.37% (-381)	All Managers (Combined)	$627.8K	QoQ -9.22% (-$63.8K) YoY -12.07% (-$86.2K)
Oneok Inc /New/(OKEcusip682680103)	6.3K	QoQ 0.00% (-0) YoY +39.18% (+1.8K)	All Managers (Combined)	$626.7K	QoQ -1.17% (-$7.4K) YoY +72.25% (+$262.9K)
(cusip46428Q109)✕	20.2K	QoQ 0.00% (+0) YoY +22.48% (+3.7K)	All Managers (Combined)	$625.1K	QoQ +17.69% (+$94.0K) YoY +66.85% (+$250.5K)
(cusip81369Y704)✕	4.6K	QoQ -6.66% (-332) YoY +2.19% (+100)	All Managers (Combined)	$609.3K	QoQ -7.15% (-$46.9K) YoY +6.35% (+$36.4K)
(VIGcusip921908844)	3.1K	QoQ 0.00% (-0) YoY +104.25% (+1.6K)	All Managers (Combined)	$605.1K	QoQ -0.93% (-$5.7K) YoY +116.98% (+$326.2K)
Bank Of New York Mellon Corp(BKcusip064058100)	7.0K	QoQ 0.00% (+0) YoY +7.66% (+500)	All Managers (Combined)	$589.1K	QoQ +9.16% (+$49.4K) YoY +56.71% (+$213.2K)
Brown Forman Corp(BF-Bcusip115637209)	17.4K	QoQ -0.12% (-22) YoY -7.47% (-1.4K)	All Managers (Combined)	$589.1K	QoQ -10.75% (-$71.0K) YoY -39.16% (-$379.2K)
Paccar Inc(PCARcusip693718108)	6.0K	QoQ 0.00% (-0) YoY -9.80% (-652)	All Managers (Combined)	$584.2K	QoQ -6.39% (-$39.9K) YoY -29.10% (-$239.9K)
Webster Financial Corp(WBScusip947890109)	11.0K	QoQ +9.44% (+950) YoY -70.99% (-26.9K)	All Managers (Combined)	$567.2K	QoQ +2.17% (+$12.1K) YoY -70.54% (-$1.4M)
Rivernorth/Doubleline Strategic Opportunity Fund, Inc.(OPPcusip76882G107)	66.1K	QoQ 0.00% (+0) YoY -11.61% (-8.7K)	All Managers (Combined)	$567.2K	QoQ +2.87% (+$15.9K) YoY -12.02% (-$77.6K)
(cusip464288810)✕	9.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$559.2K	QoQ +3.15% (+$17.1K) YoY +2.73% (+$14.9K)
Comcast Corp(CMCSAcusip20030N101)	15.1K	QoQ -6.64% (-1.1K) YoY -27.83% (-5.8K)	All Managers (Combined)	$555.5K	QoQ -8.20% (-$49.7K) YoY -38.57% (-$348.9K)
Williams Companies, Inc.(WMBcusip969457100)	9.3K	QoQ -6.11% (-604) YoY -13.79% (-1.5K)	All Managers (Combined)	$554.4K	QoQ +3.66% (-$19.6K) YoY +32.18% (-$135.0K)
(cusip46137V241)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$548.6K	QoQ NEW(+$548.6K) YoY NEW(+$548.6K)
Emerson Electric Co(EMRcusip291011104)	4.9K	QoQ -13.84% (-792) YoY -2.89% (-147)	All Managers (Combined)	$540.3K	QoQ -23.77% (-$168.6K) YoY -6.13% (-$35.3K)
(XLKcusip81369Y803)	2.6K	QoQ -1.10% (-29) YoY -10.21% (-296)	All Managers (Combined)	$537.5K	QoQ -12.17% (-$74.5K) YoY -10.98% (-$66.3K)
Pimco California Municipal Income Fund(PCQcusip72200N106)	59.3K	QoQ -18.69% (-13.6K) YoY -18.69% (-13.6K)	All Managers (Combined)	$524.9K	QoQ -20.40% (-$134.6K) YoY -23.12% (-$157.9K)