FIRST FOUNDATION ADVISORS

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Irvine, CA
CIK
0001086763
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 355 2,654,690 MSFT, IVV, MOAT, GOOG 13F-HR 11/13/2024 000108676324000021
Q2 2024 431 2,616,866 MSFT, IVV, GOOG, MOAT 13F-HR 8/6/2024 000108676324000015
Q1 2024 433 2,499,126 MSFT, IVV, GOOG, MOAT 13F-HR 5/9/2024 000108676324000010
Q4 2023 431 2,194,509 MSFT, GOOG, IVV, AMZN 13F-HR 2/14/2024 000108676324000005
Q3 2023 423 2,140,782 MSFT, GOOG, AMZN, BRK-B 13F-HR 11/15/2023 000108676323000026
Q2 2023 415 2,314,059 MSFT, GOOG, AAPL, UPS 13F-HR 8/14/2023 000108676323000021
Q1 2023 391 2,174,835 MSFT, GOOG, UPS, AAPL 13F-HR 5/12/2023 000108676323000011
Q4 2022 400 2,088,046 MSFT, GOOG, UPS, BRK-B 13F-HR 2/14/2023 000108676323000005
Q3 2022 384 2,042,125 MSFT, GOOG, AAPL, AMZN 13F-HR 11/14/2022 000108676322000021
Q2 2022 400 2,263,932 MSFT, GOOG, IAU, UPS 13F-HR 8/12/2022 000108676322000017
Q1 2022 423 2,769,951 MSFT, GOOG, AMZN, IAU 13F-HR 5/5/2022 000108676322000006
Q4 2021 439 2,909,684 MSFT, GOOG, AMZN, IAU 13F-HR 2/14/2022 000108676322000002
Q3 2021 441 2,679,059 MSFT, GOOG, IAU, AMZN 13F-HR 11/15/2021 000108676321000013
Q2 2021 448 2,596,817 MSFT, GOOG, IAU, AMZN 13F-HR 8/13/2021 000108676321000009
Q1 2021 413 2,332,121 MSFT, GOOG, IAU, AMZN 13F-HR 5/17/2021 000108676321000005
Q4 2020 412 2,255,647 MSFT, IAU, GOOG, AMZN 13F-HR 2/16/2021 000108676321000002
Q3 2020 372 2,155,039 MSFT, META, IAU, GOOG 13F-HR 11/12/2020 000108676320000019
Q2 2020 352 1,939,785 MSFT, META, IAU, GOOG 13F-HR 8/14/2020 000108676320000012
Q1 2020 338 1,631,928 MSFT, META, IAU, GOOG 13F-HR 5/11/2020 000108676320000010
Q4 2019 349 2,021,051 MSFT, META, GOOG, VER 13F-HR 2/11/2020 000108676320000006
Q3 2019 358 1,873,194 MSFT, META, GOOG, IAU 13F-HR 11/12/2019 000108676319000012
Q2 2019 345 1,785,861 MSFT, META, VER, GOOG 13F-HR 8/14/2019 000108676319000010
Q1 2019 330 1,687,225 MSFT, META, VER, GOOG 13F-HR 5/13/2019 000108676319000008
Q4 2018 378 1,584,253 MSFT, META, VER, BRK-B 13F-HR 2/14/2019 000108676319000005
Q3 2018 358 1,806,933 MSFT, META, BRK-B, VER 13F-HR 11/13/2018 000108676318000014
Q2 2018 333 1,701,710 MSFT, META, VER, BRK-B 13F-HR 8/14/2018 000108676318000012
Q1 2018 321 1,792,236 MSFT, META, BRK-B, UPS 13F-HR 5/15/2018 000108676318000008
Q4 2017 329 1,852,854 META, MSFT, UPS, BRK-B 13F-HR 2/14/2018 000108676318000005
Q3 2017 309 1,762,332 META, MSFT, UPS, VER 13F-HR 11/14/2017 000108676317000014
Q2 2017 314 1,700,250 MSFT, META, VER, UPS 13F-HR 8/14/2017 000108676317000012
Q1 2017 313 1,616,030 MSFT, VER, BRK-B, PFE 13F-HR 5/5/2017 000108676317000010
Q4 2016 311 1,527,685 MSFT, BRK-B, VER, PFE 13F-HR 2/14/2017 000108676317000003
Q3 2016 290 1,446,158 MSFT, VER, BRK-B, PFE 13F-HR 11/14/2016 000108676316000033
Q2 2016 292 1,393,612 MSFT, VER, PFE, BRK-B 13F-HR 8/16/2016 000108676316000031
Q1 2016 300 1,377,279 MSFT, VER, REXR, PFE 13F-HR 5/13/2016 000108676316000023
Q4 2015 299 1,462,230 MSFT, REXR, VER, JNJ 13F-HR 2/16/2016 000108676316000016
Q3 2015 241 1,217,879 MSFT, REXR, VER, JNJ 13F-HR 11/16/2015 000108676315000009
Q2 2015 246 1,258,564 MSFT, REXR, American Realty Capital Properties, BRK-B 13F-HR 8/13/2015 000108676315000006
Q1 2015 244 1,195,480 American Realty Capital Properties, MSFT, REXR, JNJ 13F-HR 5/14/2015 000108676315000004
Q4 2014 250 1,135,120 MSFT, REXR, American Realty Capital Properties Inc, JNJ 13F-HR 2/17/2015 000108676315000002
Q3 2014 242 1,004,913 American Realty Capital Properties Inc, MSFT, REXR, JNJ 13F-HR 11/14/2014 000108676314000009
Q2 2014 243 917,447 American Realty Capital Properties Inc, MSFT, REXR, JNJ 13F-HR 8/15/2014 000108676314000007
Q1 2014 196 806,687 American Realty Capital Properties Inc, MSFT, REXR, JNJ 13F-HR 5/15/2014 000108676314000004
Q4 2013 196 743,402 American Realty Capital Properties Inc, REXR, JNJ, MSFT 13F-HR 2/14/2014 000108676314000002