First Foundation Advisors
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Exelon Corp | $496.2K | 0.0% |
| Strategy Inc | $498.2K | 0.0% |
| ISHARES TR | $498.4K | 0.0% |
| SPDR SERIES TRUST | $516.5K | 0.0% |
| TANDY LEATHER FACTORY INC | $518.2K | 0.0% |
| Salesforce Inc | $521.6K | 0.0% |
| BETA Technologies, Inc.BETA | $524.1K | 0.0% |
| Intuitive Surgical Inc | $524.6K | 0.0% |
| Alexandria Real Estate Equities Inc | $530.7K | 0.0% |
| CrowdStrike Holdings, Inc. | $532.5K | 0.0% |
| EMERSON ELECTRIC CO | $534.2K | 0.0% |
| DuPont de Nemours, Inc. | $537.5K | 0.0% |
| VANGUARD SPECIALIZED FUNDS | $544.3K | 0.0% |
| iShares MSCI UAE ETF | $554.1K | 0.0% |
| MCKESSON CORP | $555.6K | 0.0% |
| Ulta Beauty, Inc. | $562.4K | 0.0% |
| SHERWIN WILLIAMS CO | $565.5K | 0.0% |
| VANGUARD TAX-MANAGED FDS | $572.6K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $585.7K | 0.0% |
| THERMO FISHER SCIENTIFIC INC. | $601.6K | 0.0% |
| MICRON TECHNOLOGY INC | $616.6K | 0.0% |
| Williams Cos Inc/The | $621.2K | 0.0% |
| VANGUARD INDEX FDS | $621.6K | 0.0% |
| LAM RESEARCH CORP | $624.4K | 0.0% |
| WELLS FARGO & COMPANY/MN | $641.1K | 0.0% |
| Northrop Grumman Corp | $642.1K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $643.9K | 0.0% |
| NATURAL RESOURCE PARTNERS LP | $670.5K | 0.0% |
| DEERE & CO | $672.2K | 0.0% |
| SELECT SECTOR SPDR TR | $672.2K | 0.0% |
| BANK AMERICA CORP | $687.5K | 0.0% |
| ISHARES TR | $689.3K | 0.0% |
| Qnity Electronics, Inc. | $689.5K | 0.0% |
| PACCAR INC | $693.8K | 0.0% |
| WASTE MANAGEMENT INC | $702.6K | 0.0% |
| ISHARES TR | $722.1K | 0.0% |
| CoStar Group Inc | $738.1K | 0.0% |
| CITIGROUP INC | $740.8K | 0.0% |
| PIMCO ETF TR | $746.9K | 0.0% |
| SELECT SECTOR SPDR TR | $754.6K | 0.0% |
| PIMCO Dynamic Income Strategy FundPDX | $776.5K | 0.0% |
| CAPITAL ONE FINANCIAL CORP | $780.5K | 0.0% |
| Bank of New York Mellon Corp/The | $811.2K | 0.0% |
| VERIZON COMMUNICATIONS INC | $844.4K | 0.0% |
| LOCKHEED MARTIN CORP | $861.1K | 0.0% |
| DOW INC. | $863.7K | 0.0% |
| Parker-Hannifin Corp | $905.1K | 0.0% |
| COCA COLA CO | $908.5K | 0.0% |
| ISHARES TR | $912.0K | 0.0% |
| WELLS FARGO & CO | $918.2K | 0.0% |