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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808524201

SCHX|808524201

Shares:161.7K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.4B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:8.5K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.4B)

46434V621

DGRO|46434V621

Shares:55.6K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$2.4B)

Arista Networks, Inc.

ANET|040413205

Shares:42.9K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$2.4B)

87283Q107

Shares:86.6K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$2.4B)

92189F387

Shares:142.9K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.4B)

46138E537

Shares:134.9K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.4B)

464287309

IVW|464287309

Shares:33.5K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.4B)

Edwards Lifesciences Corp

EW|28176E108

Shares:38.3K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.4B)

BlackRock, Inc.

BLK|09290D101

Shares:2.9K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.4B)

46434V456

Shares:67.2K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.4B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:23.1K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.4B)

47103U845

Shares:47.3K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.4B)

46641Q837

Shares:47.4K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.4B)

464288877

Shares:39.4K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.4B)

464288885

EFG|464288885

Shares:22.1K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.4B)

Broadcom Inc.

AVGO|11135F101

Shares:13.2K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.4B)

33939L860

Shares:30.9K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.4B)

Phillips Edison & Company, Inc.

PECO|71844V201

Shares:56.7K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.4B)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:69.4K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	161.7K	QoQ -0.33% (-546) YoY +713.52% (+141.8K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.4B)	QoQ -5.06% (-$190.5K) YoY +189.43% (+$2.3M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	8.5K	QoQ +11.72% (+887) YoY +72.22% (+3.5K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.4B)	QoQ +13.48% (+$421.8K) YoY +33.95% (+$899.9K)
(DGROcusip46434V621)	55.6K	QoQ +2.98% (+1.6K) YoY +161.96% (+34.4K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$2.4B)	QoQ +3.72% (+$123.4K) YoY +178.74% (+$2.2M)
Arista Networks, Inc.(ANETcusip040413205)	42.9K	QoQ +7.33% (-2.9K) YoY NEW(+42.9K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$2.4B)	QoQ -24.76% (-$1.1M) YoY NEW(+$3.3M)
(cusip87283Q107)✕	86.6K	QoQ -5.41% (-5.0K) YoY -14.09% (-14.2K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$2.4B)	QoQ -14.44% (-$557.3K) YoY -7.30% (-$260.2K)
(cusip92189F387)✕	142.9K	QoQ +3.96% (+5.5K) YoY +3.05% (+4.2K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.4B)	QoQ +4.01% (+$124.0K) YoY +3.42% (+$106.4K)
(cusip46138E537)✕	134.9K	QoQ -34.36% (-70.7K) YoY -58.78% (-192.5K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.4B)	QoQ -35.95% (-$1.7M) YoY -60.15% (-$4.7M)
(IVWcusip464287309)	33.5K	QoQ +97.12% (+16.5K) YoY +141.70% (+19.6K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.4B)	QoQ +80.23% (+$1.4M) YoY +165.71% (+$1.9M)
Edwards Lifesciences Corp(EWcusip28176E108)	38.3K	QoQ -4.96% (-2.0K) YoY +329.92% (+29.4K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.4B)	QoQ -6.95% (-$207.4K) YoY +226.08% (+$1.9M)
BlackRock, Inc.(BLKcusip09290D101)	2.9K	QoQ -3.29% (-100) YoY NEW(+2.9K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.4B)	QoQ -10.71% (-$333.1K) YoY NEW(+$2.8M)
(cusip46434V456)✕	67.2K	QoQ +43.89% (+20.5K) YoY NEW(+67.2K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.4B)	QoQ +53.85% (+$933.2K) YoY NEW(+$2.7M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	23.1K	QoQ -0.86% (-202) YoY -1.51% (-355)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.4B)	QoQ +20.25% (-$436.0K) YoY +50.65% (-$870.3K)
(cusip47103U845)✕	47.3K	QoQ +119.99% (+25.8K) YoY NEW(+47.3K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.4B)	QoQ +119.99% (+$1.3M) YoY NEW(+$2.4M)
(cusip46641Q837)✕	47.4K	QoQ -1.35% (-649) YoY +25.33% (+9.6K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.4B)	QoQ -0.84% (-$20.4K) YoY +25.78% (+$491.7K)
(cusip464288877)✕	39.4K	QoQ +1.23% (+481) YoY +130.97% (+22.4K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.4B)	QoQ +13.71% (+$280.4K) YoY +150.24% (+$1.4M)
(EFGcusip464288885)	22.1K	QoQ +8.04% (+1.6K) YoY +80.99% (+9.9K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.4B)	QoQ +11.58% (+$229.8K) YoY +74.38% (+$944.3K)
Broadcom Inc.(AVGOcusip11135F101)	13.2K	QoQ -16.44% (-2.6K) YoY +93.24% (-6.4K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.4B)	QoQ -39.66% (-$1.5M) YoY -75.58% (-$6.9M)
(cusip33939L860)✕	30.9K	QoQ 0.00% (-0) YoY -5.52% (-1.8K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.4B)	QoQ -3.10% (-$67.6K) YoY -2.01% (-$43.4K)
Phillips Edison & Company, Inc.(PECOcusip71844V201)	56.7K	QoQ -4.87% (-2.9K) YoY -26.64% (-20.6K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.4B)	QoQ -7.33% (-$163.8K) YoY -25.37% (-$703.8K)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	69.4K	QoQ -17.92% (-15.2K) YoY +356.53% (+54.2K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.4B)	QoQ -23.08% (-$620.6K) YoY +335.76% (+$1.6M)