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:
Search and click to pin securities to the top
Page 9 of 17
AT&T INC.
Shares:37.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.4B)
949746804
Shares:860
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.4B)
81369Y605
Shares:20.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.4B)
464287630
Shares:6.8K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.4B)
46434V282
Shares:17.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.4B)
464287804
Shares:9.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.4B)
Merck & Co., Inc.
Shares:11.1K
Value:$997.4K
% of Portfolio:0.0% ($997.4K/$2.4B)
464287598
Shares:5.2K
Value:$976.9K
% of Portfolio:0.0% ($976.9K/$2.4B)
HONEYWELL INTERNATIONAL INC
Shares:4.6K
Value:$975.2K
% of Portfolio:0.0% ($975.2K/$2.4B)
MICROSTRATEGY Inc
Shares:3.4K
Value:$973.5K
% of Portfolio:0.0% ($973.5K/$2.4B)
46434V407
Shares:22.3K
Value:$946.3K
% of Portfolio:0.0% ($946.3K/$2.4B)
LOCKHEED MARTIN CORP
Shares:2.1K
Value:$945.7K
% of Portfolio:0.0% ($945.7K/$2.4B)
ALLIANCEBERNSTEIN HOLDING L.P.
Shares:24.5K
Value:$938.6K
% of Portfolio:0.0% ($938.6K/$2.4B)
MOLINA HEALTHCARE, INC.
Shares:2.8K
Value:$926.9K
% of Portfolio:0.0% ($926.9K/$2.4B)
PIMCO Dynamic Income Fund
Shares:46.0K
Value:$910.1K
% of Portfolio:0.0% ($910.1K/$2.4B)
AMERICAN EXPRESS CO
Shares:3.3K
Value:$894.4K
% of Portfolio:0.0% ($894.4K/$2.4B)
NORTHROP GRUMMAN CORP /DE/
Shares:1.7K
Value:$879.5K
% of Portfolio:0.0% ($879.5K/$2.4B)
72201R775
Shares:9.3K
Value:$858.8K
% of Portfolio:0.0% ($858.8K/$2.4B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:3.4K
Value:$839.8K
% of Portfolio:0.0% ($839.8K/$2.4B)
BOEING CO
Shares:4.9K
Value:$832.1K
% of Portfolio:0.0% ($832.1K/$2.4B)