FIRST FOUNDATION ADVISORS
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationirvine, CA
- CIK0001086763
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
332 | $2.46B | MSFT, IVV, MOAT, JEPI | 13F-HR | May 7, 2025 | 000108676325000007 | ||
341 | $2.66B | MSFT, IVV, GOOG, MOAT | 13F-HR | Feb 13, 2025 | 000108676325000003 | ||
355 | $2.65B | MSFT, IVV, MOAT, GOOG | 13F-HR | Nov 14, 2024 | 000108676324000021 | ||
431 | $2.62B | MSFT, IVV, GOOG, MOAT | 13F-HR | Aug 6, 2024 | 000108676324000015 | ||
433 | $2.50B | MSFT, IVV, GOOG, MOAT | 13F-HR | May 10, 2024 | 000108676324000010 | ||
431 | $2.19B | MSFT, GOOG, IVV, AMZN | 13F-HR | Feb 14, 2024 | 000108676324000005 | ||
423 | $2.14B | MSFT, GOOG, AMZN, BRK.B | 13F-HR | Nov 15, 2023 | 000108676323000026 | ||
415 | $2.31B | MSFT, GOOG, AAPL, UPS | 13F-HR | Aug 14, 2023 | 000108676323000021 | ||
391 | $2.17B | MSFT, GOOG, UPS, AAPL | 13F-HR | May 12, 2023 | 000108676323000011 | ||
400 | $2.09B | MSFT, GOOG, UPS, BRK.B | 13F-HR | Feb 14, 2023 | 000108676323000005 | ||
384 | $2.04B | MSFT, GOOG, AAPL, AMZN | 13F-HR | Nov 14, 2022 | 000108676322000021 | ||
400 | $2.26B | MSFT, GOOG, IAU, UPS | 13F-HR | Aug 12, 2022 | 000108676322000017 | ||
423 | $2.77B | MSFT, GOOG, AMZN, IAU | 13F-HR | May 5, 2022 | 000108676322000006 | ||
439 | $2.91B | MSFT, GOOG, AMZN, IAU | 13F-HR | Feb 14, 2022 | 000108676322000002 | ||
441 | $2.68B | MSFT, GOOG, IAU, AMZN | 13F-HR | Nov 15, 2021 | 000108676321000013 | ||
448 | $2.60B | MSFT, GOOG, IAU, AMZN | 13F-HR | Aug 13, 2021 | 000108676321000009 | ||
413 | $2.33B | MSFT, GOOG, IGT, AMZN | 13F-HR | May 18, 2021 | 000108676321000005 | ||
412 | $2.26B | MSFT, IGT, GOOG, AMZN | 13F-HR | Feb 16, 2021 | 000108676321000002 | ||
372 | $2.16B | MSFT, META, IGT, GOOG | 13F-HR | Nov 12, 2020 | 000108676320000019 | ||
352 | $1.94B | MSFT, META, IGT, GOOG | 13F-HR | Aug 14, 2020 | 000108676320000012 | ||
338 | $1.63B | MSFT, META, IGT, GOOG | 13F-HR | May 11, 2020 | 000108676320000010 | ||
349 | $2.02B | MSFT, META, GOOG, VER | 13F-HR | Feb 11, 2020 | 000108676320000006 | ||
358 | $1.87B | MSFT, META, GOOG, IGT | 13F-HR | Nov 12, 2019 | 000108676319000012 | ||
345 | $1.79B | MSFT, META, VER, GOOG | 13F-HR | Aug 14, 2019 | 000108676319000010 | ||
330 | $1.69B | MSFT, META, VER, GOOG | 13F-HR | May 13, 2019 | 000108676319000008 | ||
378 | $1.58B | MSFT, META, VER, BRK.B | 13F-HR | Feb 14, 2019 | 000108676319000005 | ||
358 | $1.81B | MSFT, META, BRK.B, VER | 13F-HR | Nov 13, 2018 | 000108676318000014 | ||
333 | $1.70B | MSFT, META, VER, BRK.B | 13F-HR | Aug 14, 2018 | 000108676318000012 | ||
321 | $1.79B | MSFT, META, BRK.B, UPS | 13F-HR | May 15, 2018 | 000108676318000008 | ||
329 | $1.85B | META, MSFT, UPS, BRK.B | 13F-HR | Feb 14, 2018 | 000108676318000005 | ||
309 | $1.76B | META, MSFT, UPS, VER | 13F-HR | Nov 14, 2017 | 000108676317000014 | ||
314 | $1.70B | MSFT, META, VER, UPS | 13F-HR | Aug 14, 2017 | 000108676317000012 | ||
313 | $1.62B | MSFT, VER, BRK.B, PFE | 13F-HR | May 5, 2017 | 000108676317000010 | ||
311 | $1.53B | MSFT, BRK.B, VER, PFE | 13F-HR | Feb 14, 2017 | 000108676317000003 | ||
290 | $1.45B | MSFT, VER, BRK.B, PFE | 13F-HR | Nov 14, 2016 | 000108676316000033 | ||
292 | $1.39B | MSFT, VER, PFE, BRK.B | 13F-HR | Aug 16, 2016 | 000108676316000031 | ||
300 | $1.38B | MSFT, VER, REXR, PFE | 13F-HR | May 13, 2016 | 000108676316000023 | ||
299 | $1.46B | MSFT, REXR, VER, JNJ | 13F-HR | Feb 16, 2016 | 000108676316000016 | ||
241 | $1.22B | MSFT, REXR, VER, JNJ | 13F-HR | Nov 16, 2015 | 000108676315000009 | ||
246 | $1.26B | MSFT, REXR, AMERICAN RLTY CAP PPTYS INC, BRK.B | 13F-HR | Aug 13, 2015 | 000108676315000006 | ||
244 | $1.20B | AMERICAN RLTY CAP PPTYS INC, MSFT, REXR, JNJ | 13F-HR | May 14, 2015 | 000108676315000004 | ||
250 | $1.14B | MSFT, REXR, AMERICAN RLTY CAP PPTYS INC, JNJ | 13F-HR | Feb 17, 2015 | 000108676315000002 | ||
242 | $1.00B | AMERICAN RLTY CAP PPTYS INC, MSFT, REXR, JNJ | 13F-HR | Nov 14, 2014 | 000108676314000009 | ||
243 | $917.45M | AMERICAN RLTY CAP PPTYS INC, MSFT, REXR, JNJ | 13F-HR | Aug 15, 2014 | 000108676314000007 | ||
196 | $806.69M | AMERICAN RLTY CAP PPTYS INC, MSFT, REXR, JNJ | 13F-HR | May 15, 2014 | 000108676314000004 | ||
196 | $743.40M | AMERICAN RLTY CAP PPTYS INC, REXR, JNJ, MSFT | 13F-HR | Feb 14, 2014 | 000108676314000002 |