First-Foundation-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
First-Foundation-Advisors
Data Enrichment
81% identified
463 identified107 unidentified

Holdings

570 positions • $2.4B total value
Manager:
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Page 8 of 17
ORACLE CORP
Shares:10.9K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
92189F593
Shares:44.8K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
Medtronic plc
Shares:16.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
Bloom Energy Corp
Shares:74.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
922908769
Shares:5.3K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
TJX COMPANIES INC /DE/
Shares:11.8K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
PIMCO Dynamic Income Strategy Fund
Shares:56.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
464287457
Shares:16.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
DuPont de Nemours, Inc.
Shares:18.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
PEPSICO INC
Shares:8.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
SPDR GOLD TRUST
Shares:4.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
ALTRIA GROUP, INC.
Shares:21.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
Tesla, Inc.
Shares:4.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
464287648
Shares:4.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
464288802
Shares:10.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.4B)
464287507
Shares:20.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.4B)
RTX Corp
Shares:8.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.4B)
ABBOTT LABORATORIES
Shares:8.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.4B)
Ready Capital Corp
Shares:220.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.4B)
ALEXANDRIA REAL ESTATE EQUITIES, INC.
Shares:12.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.4B)