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First Foundation Advisors

All holdings · as of Mar 31, 2026

334 positions

CompanyClassValueShares% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$327.8K9700.0%
ISHARES TR$328.5K7,8500.0%
3M CO$329.8K2,2710.0%
Yum! Brands Inc$332.4K2,1380.0%
AMERICA MOVIL SAB DE CVAMXADR$333.7K13,0950.0%
VANGUARD SCOTTSDALE FDS$334.1K4,2150.0%
FirstEnergy Corp$334.5K6,6030.0%
ECOLAB INC.$336.2K1,2640.0%
SCHWAB STRATEGIC TR$337.0K13,6160.0%
Public Storage$337.5K1,2460.0%
KINDER MORGAN, INC.$343.3K10,2380.0%
J P MORGAN EXCHANGE TRADED F$347.5K6,8170.0%
Fastenal Co$350.4K7,5510.0%
SHOPIFY INC$355.9K3,0000.0%
EXCHANGE TRADED CONCEPTS TRU$356.6K5,2110.0%
ALPS ETF TR$357.2K6,7860.0%
SOUTHERN CO$362.3K3,7540.0%
SELECT SECTOR SPDR TR$382.1K6,2370.0%
ISHARES TR$391.8K3,2330.0%
Seagate Technology Holdings PLC$393.7K1,0050.0%
Western Digital Corp$401.9K1,4860.0%
Eaton Corp plc$407.0K1,1380.0%
PIMCO Dynamic Income FundPDIClosed-End Fund$408.6K23,8830.0%
S&P Global Inc.$411.6K9680.0%
TARGET CORP$413.9K3,4150.0%
SHELL PLC$416.7K4,4810.0%
VANECK BITCOIN ETF$430.0K22,4450.0%
NORFOLK SOUTHERN CORP$433.7K1,5110.0%
REPUBLIC SERVICES, INC.$434.3K1,9830.0%
ISHARES BITCOIN TRUST ETF$440.4K11,4640.0%
SELECT SECTOR SPDR TR$442.1K8,9550.0%
BRITISH AMERN TOB PLC$442.3K7,5650.0%
SCHWAB STRATEGIC TR$443.6K14,4580.0%
Nuveen California Quality Municipal Income FundNACClosed-End Fund$449.9K38,6170.0%
ISHARES TR$454.5K6,0210.0%
BROWN FORMAN CORP$454.8K17,2000.0%
VANGUARD INDEX FDS$457.3K1,0470.0%
AGNC Investment Corp.$460.8K45,9460.0%
Welltower, Inc.$465.2K2,3530.0%
VANGUARD WHITEHALL FDS$465.5K3,1430.0%
TRAVELERS COMPANIES, INC.$465.5K1,5960.0%
RIVERNORTH DOUBLELINE STRATE$470.5K61,3390.0%
SCHOLASTIC CORP$475.4K12,1710.0%
Union Pacific Corp$478.3K1,9720.0%
INTEL CORP$479.6K10,8670.0%
Sempra$481.1K4,9510.0%
Business First Bancshares Inc$485.8K17,9660.0%
VANGUARD INTL EQUITY INDEX F$491.2K3,5510.0%
DIMENSIONAL ETF TRUST$492.1K13,3880.0%
ISHARES TR$495.6K9,2900.0%
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