First Foundation Advisors
Latest statistics and disclosures from First Foundation Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, GOOG, MOAT, JEPI, and represent 32.64% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: MOAT (+$34M), JEPI (+$33M), IVV (+$19M), AAPL (+$14M), LQD (+$14M), PWZ (+$12M), PRFZ (+$12M), IWF (+$9.8M), XCEM (+$8.7M), CMF (+$8.2M).
- Started 32 new stock positions in MET, CMI, ADM, TSM, ABNB, CAH, CCO, ANET, APPF, SO.
- Reduced shares in these 10 stocks: KR (-$16M), PM (-$6.7M), MSFT (-$5.3M), CME (-$5.1M), DEO, DHR, GOOG, SCHW, LH, PG.
- Sold out of its positions in AFRM, ACI, AAL, AFT, BCS, BTZ, Canoo Inc Com Cl A, KMX, CHTR, EQC.
- First Foundation Advisors was a net buyer of stock by $132M.
- First Foundation Advisors has $2.5B in assets under management (AUM), dropping by 13.88%.
- Central Index Key (CIK): 0001086763
Tip: Access up to 7 years of quarterly data
Positions held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for First Foundation Advisors
First Foundation Advisors holds 433 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.0 | $449M | 1.1M | 420.72 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $113M | +19% | 214k | 525.73 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $93M | -3% | 612k | 152.26 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.7 | $92M | +57% | 1.0M | 89.90 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.8 | $70M | +91% | 1.2M | 57.86 |
|
| Amazon (AMZN) | 2.8 | $70M | -2% | 386k | 180.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $61M | -3% | 144k | 420.52 |
|
| Apple (AAPL) | 2.4 | $60M | +31% | 348k | 171.48 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $56M | +12% | 758k | 74.22 |
|
| United Parcel Service CL B (UPS) | 2.1 | $54M | 361k | 148.63 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.0 | $51M | +8% | 489k | 103.79 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.7 | $42M | +38% | 1.7M | 24.87 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.5 | $37M | +13% | 1.1M | 34.29 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $35M | +5% | 421k | 84.09 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 1.3 | $33M | +53% | 844k | 39.28 |
|
| Advanced Micro Devices (AMD) | 1.3 | $33M | 184k | 180.49 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 1.3 | $32M | +34% | 556k | 57.54 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $28M | -3% | 142k | 200.30 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $27M | +103% | 252k | 108.92 |
|
| Uber Technologies (UBER) | 1.1 | $27M | -7% | 347k | 76.99 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $26M | -6% | 53k | 481.57 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $25M | +11% | 492k | 51.60 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.0 | $25M | +9% | 382k | 65.55 |
|
| UnitedHealth (UNH) | 1.0 | $25M | -2% | 50k | 494.69 |
|
| Philip Morris International (PM) | 0.9 | $23M | -22% | 245k | 91.62 |
|
| Charles Schwab Corporation (SCHW) | 0.9 | $22M | -13% | 307k | 72.34 |
|
| Suncor Energy (SU) | 0.9 | $22M | -5% | 601k | 36.91 |
|
| AmerisourceBergen (COR) | 0.9 | $22M | -8% | 90k | 242.99 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $21M | +54% | 217k | 97.94 |
|
| Canadian Pacific Kansas City (CP) | 0.8 | $21M | -7% | 235k | 88.17 |
|
| Qualcomm (QCOM) | 0.8 | $20M | -8% | 120k | 169.30 |
|
| Applied Materials (AMAT) | 0.8 | $20M | -2% | 97k | 206.23 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $20M | +3% | 93k | 210.30 |
|
| Lowe's Companies (LOW) | 0.8 | $19M | -8% | 76k | 254.73 |
|
| Amphenol Corp Cl A (APH) | 0.7 | $17M | -6% | 151k | 115.35 |
|
| Chevron Corporation (CVX) | 0.7 | $17M | -7% | 110k | 157.74 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.7 | $17M | +41% | 398k | 43.40 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $17M | +5% | 19k | 903.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $17M | +143% | 49k | 337.05 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $16M | -5% | 46k | 346.61 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.6 | $15M | +34% | 223k | 67.75 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $14M | -6% | 122k | 115.30 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.5 | $13M | +6% | 423k | 31.34 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $13M | +31% | 140k | 94.66 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $13M | -2% | 312k | 42.01 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $13M | 25k | 523.07 |
|
|
| Rexford Industrial Realty Inc reit (REXR) | 0.5 | $13M | +2% | 256k | 50.30 |
|
| Cme (CME) | 0.5 | $13M | -28% | 58k | 215.29 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $12M | 73k | 169.37 |
|
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.5 | $12M | +10% | 274k | 43.21 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.5 | $12M | -8% | 279k | 41.87 |
|
| Linde SHS (LIN) | 0.5 | $12M | -9% | 25k | 464.33 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $12M | 67k | 174.21 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $12M | +5% | 16k | 732.61 |
|
| Danaher Corporation (DHR) | 0.5 | $12M | -25% | 47k | 249.72 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.4 | $11M | +456% | 342k | 31.10 |
|
| Cisco Systems (CSCO) | 0.4 | $10M | -18% | 206k | 49.91 |
|
| Meta Platforms Cl A (META) | 0.4 | $9.7M | +2% | 20k | 485.59 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.4 | $9.7M | -24% | 44k | 218.46 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $9.4M | +338% | 81k | 116.24 |
|
| Broadcom (AVGO) | 0.4 | $9.1M | 6.9k | 1325.00 |
|
|
| Walt Disney Company (DIS) | 0.4 | $9.0M | -19% | 74k | 122.36 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $7.9M | -15% | 17k | 480.69 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.3 | $7.8M | +117% | 327k | 23.83 |
|
| Nextera Energy (NEE) | 0.3 | $7.7M | -3% | 120k | 63.91 |
|
| Burford Cap Ord Shs (BUR) | 0.3 | $7.6M | 474k | 15.97 |
|
|
| Aon Shs Cl A (AON) | 0.3 | $7.2M | -4% | 22k | 333.72 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $7.2M | -3% | 48k | 150.93 |
|
| Johnson & Johnson (JNJ) | 0.3 | $7.1M | +13% | 45k | 158.19 |
|
| Visa Com Cl A (V) | 0.2 | $5.3M | -8% | 19k | 279.08 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.0M | +6% | 10k | 504.60 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.9M | 62k | 79.86 |
|
|
| TJX Companies (TJX) | 0.2 | $4.9M | +2% | 48k | 101.42 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.2 | $4.8M | NEW | 153k | 31.10 |
|
| Intuit (INTU) | 0.2 | $4.5M | +6% | 6.9k | 650.05 |
|
| Realty Income (O) | 0.2 | $4.4M | -4% | 81k | 54.10 |
|
| Pfizer (PFE) | 0.2 | $4.3M | +15% | 156k | 27.75 |
|
| Home Depot (HD) | 0.2 | $4.3M | +5% | 11k | 383.60 |
|
| Cintas Corporation (CTAS) | 0.2 | $4.1M | +2% | 6.0k | 687.00 |
|
| Tandy Leather Factory (TLF) | 0.2 | $3.8M | 827k | 4.65 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.8M | 6.00 | 634440.00 |
|
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $3.7M | +9% | 66k | 55.67 |
|
| Servicenow (NOW) | 0.1 | $3.7M | +3% | 4.8k | 762.40 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $3.6M | +365% | 6.3k | 578.51 |
|
| Lululemon Athletica (LULU) | 0.1 | $3.6M | +7% | 9.2k | 390.65 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $3.6M | 101k | 35.30 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.5M | +16% | 41k | 86.48 |
|
| Ready Cap Corp Com reit (RC) | 0.1 | $3.5M | 381k | 9.13 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $3.3M | +7% | 14k | 231.69 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.3M | +11% | 3.4k | 970.47 |
|
| Analog Devices (ADI) | 0.1 | $3.2M | +5% | 16k | 197.79 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $3.1M | -21% | 139k | 22.41 |
|
| Keysight Technologies (KEYS) | 0.1 | $3.1M | +5% | 20k | 156.38 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.0M | 3.1k | 962.49 |
|
|
| Fortinet (FTNT) | 0.1 | $3.0M | +18% | 43k | 68.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.9M | -7% | 6.6k | 444.03 |
|
| Msci (MSCI) | 0.1 | $2.9M | +8% | 5.1k | 560.45 |
|
| S&p Global (SPGI) | 0.1 | $2.9M | +7% | 6.7k | 425.46 |
|
| BlackRock (BLK) | 0.1 | $2.8M | +8% | 3.3k | 833.66 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $2.8M | -11% | 77k | 35.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.8M | 11k | 259.89 |
|
|
| Joint (JYNT) | 0.1 | $2.7M | +18% | 209k | 13.06 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.7M | -3% | 11k | 249.86 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $2.6M | +4% | 4.9k | 539.93 |
|
| Pool Corporation (POOL) | 0.1 | $2.6M | +8% | 6.4k | 403.50 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.5M | 27k | 91.39 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.4M | +59% | 23k | 107.60 |
|
| Zoetis Cl A (ZTS) | 0.1 | $2.4M | +10% | 14k | 169.21 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.3M | -47% | 46k | 50.74 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.3M | -7% | 56k | 41.08 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $2.2M | -68% | 15k | 148.74 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $2.2M | 33k | 65.91 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.1M | 2.7k | 778.01 |
|
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.1 | $2.1M | 62k | 34.11 |
|
|
| Pepsi (PEP) | 0.1 | $2.1M | -4% | 12k | 175.01 |
|
| Merck & Co (MRK) | 0.1 | $2.0M | +4% | 16k | 131.95 |
|
| Lam Research Corporation (LRCX) | 0.1 | $2.0M | -6% | 2.0k | 971.57 |
|
| Paycom Software (PAYC) | 0.1 | $2.0M | +14% | 9.8k | 199.01 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $1.9M | -9% | 33k | 58.74 |
|
| Webster Financial Corporation (WBS) | 0.1 | $1.9M | 38k | 50.77 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $1.9M | +94% | 38k | 50.45 |
|
| Nuveen California Muni Vlu F Com Stk (NCA) | 0.1 | $1.9M | 208k | 9.00 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $1.9M | +50% | 6.6k | 281.96 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.8M | +414% | 30k | 60.74 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.8M | -62% | 11k | 162.25 |
|
| Abbvie (ABBV) | 0.1 | $1.8M | +8% | 9.9k | 182.11 |
|
| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.1 | $1.8M | 57k | 31.12 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $1.8M | 51k | 34.74 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $1.7M | 91k | 19.29 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.7M | +19% | 15k | 114.15 |
|
| Gilead Sciences (GILD) | 0.1 | $1.7M | -31% | 24k | 73.25 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $1.7M | -41% | 55k | 30.15 |
|
| Creative Media & Cmnty Tr Com New (CMCT) | 0.1 | $1.7M | 388k | 4.26 |
|
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $1.6M | -33% | 1.3k | 1219.35 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $1.6M | 16k | 101.50 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.6M | 14k | 110.52 |
|
|
| Dupont De Nemours (DD) | 0.1 | $1.5M | 19k | 76.67 |
|
|
| Netflix (NFLX) | 0.1 | $1.5M | -3% | 2.4k | 607.33 |
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $1.5M | -4% | 11k | 128.91 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.4M | +102% | 3.0k | 478.68 |
|
| Caterpillar (CAT) | 0.1 | $1.4M | +4% | 3.9k | 366.43 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.4M | 11k | 125.61 |
|
|
| Dow (DOW) | 0.1 | $1.4M | -3% | 24k | 57.93 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.4M | -5% | 3.0k | 454.87 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $1.4M | -4% | 64k | 21.21 |
|
| Molina Healthcare (MOH) | 0.1 | $1.4M | 3.3k | 410.83 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | +220% | 22k | 60.17 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.3M | 44k | 30.50 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.3M | -3% | 12k | 113.66 |
|
| Tesla Motors (TSLA) | 0.1 | $1.3M | -19% | 7.4k | 175.79 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.3M | 24k | 53.81 |
|
|
| Altria (MO) | 0.1 | $1.3M | -4% | 29k | 43.62 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.3M | +5% | 12k | 103.79 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.3M | +11% | 4.6k | 270.84 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $1.2M | -29% | 53k | 23.24 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.2M | -2% | 20k | 62.06 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $1.2M | -7% | 21k | 58.06 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.2M | +4% | 6.0k | 205.72 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.2M | -66% | 15k | 81.78 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.2M | 28k | 42.12 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.2M | +22% | 14k | 84.44 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $1.2M | -18% | 28k | 42.55 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.1M | -15% | 7.2k | 158.81 |
|
| Honeywell International (HON) | 0.0 | $1.1M | 5.6k | 205.25 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.1M | +11% | 8.8k | 125.34 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.1M | +38% | 9.7k | 109.17 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $1.1M | -7% | 94k | 11.24 |
|
| Boeing Company (BA) | 0.0 | $1.0M | -3% | 5.3k | 192.99 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.0M | -2% | 10k | 97.53 |
|
| Rockwell Automation (ROK) | 0.0 | $998k | -10% | 3.4k | 291.33 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $997k | -5% | 24k | 40.79 |
|
| Amgen (AMGN) | 0.0 | $990k | 3.5k | 284.28 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $985k | -36% | 1.8k | 555.79 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $979k | -48% | 55k | 17.78 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $978k | +15% | 2.8k | 347.40 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $968k | -8% | 19k | 51.62 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $952k | +3% | 7.4k | 128.40 |
|
| Medtronic SHS (MDT) | 0.0 | $943k | -5% | 11k | 87.15 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $929k | +38% | 17k | 54.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $924k | -7% | 5.2k | 179.11 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $912k | -3% | 21k | 43.35 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $903k | -18% | 6.9k | 131.38 |
|
| Edwards Lifesciences (EW) | 0.0 | $851k | 8.9k | 95.56 |
|
|
| Paccar (PCAR) | 0.0 | $824k | +3% | 6.7k | 123.89 |
|
| Public Storage (PSA) | 0.0 | $799k | +2% | 2.8k | 290.06 |
|
| Coca-Cola Company (KO) | 0.0 | $797k | -4% | 13k | 61.18 |
|
| Union Pacific Corporation (UNP) | 0.0 | $796k | +8% | 3.2k | 245.93 |
|
| Yum! Brands (YUM) | 0.0 | $790k | -7% | 5.7k | 138.65 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $789k | 661.00 | 1193.74 |
|
|
| Phillips 66 (PSX) | 0.0 | $782k | +8% | 4.8k | 163.33 |
|
| Waste Management (WM) | 0.0 | $747k | +13% | 3.5k | 213.16 |
|
| Target Corporation (TGT) | 0.0 | $745k | 4.2k | 177.19 |
|
|
| American Express Company (AXP) | 0.0 | $743k | +7% | 3.3k | 227.71 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $718k | 23k | 31.95 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $714k | -25% | 2.1k | 344.20 |
|
| Canadian Natl Ry (CNI) | 0.0 | $712k | 5.4k | 131.71 |
|
|
| TCW Strategic Income Fund (TSI) | 0.0 | $710k | +5% | 148k | 4.81 |
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $704k | -24% | 53k | 13.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $703k | 5.8k | 120.99 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $701k | +41% | 3.8k | 186.81 |
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $683k | 73k | 9.36 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $660k | 16k | 41.07 |
|
|
| Anthem (ELV) | 0.0 | $660k | -19% | 1.3k | 518.54 |
|
| Rivernorth Doubleline Strate (OPP) | 0.0 | $645k | 75k | 8.62 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $614k | -2% | 6.5k | 94.16 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $605k | 3.3k | 183.89 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $604k | 2.9k | 208.27 |
|
|
| Nike CL B (NKE) | 0.0 | $598k | 6.4k | 93.98 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $584k | -21% | 53k | 11.02 |
|
| Emerson Electric (EMR) | 0.0 | $576k | +11% | 5.1k | 113.42 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $573k | +3% | 4.5k | 125.96 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $564k | 5.1k | 110.52 |
|
|
| Intel Corporation (INTC) | 0.0 | $560k | -5% | 13k | 44.17 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $554k | 325.00 | 1704.56 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $554k | +17% | 7.9k | 70.00 |
|
| Synopsys (SNPS) | 0.0 | $550k | 962.00 | 571.50 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $544k | 9.3k | 58.59 |
|
|
| ConocoPhillips (COP) | 0.0 | $542k | -10% | 4.3k | 127.28 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $540k | -10% | 3.5k | 154.20 |
|
| Baxter International (BAX) | 0.0 | $539k | NEW | 13k | 42.74 |
|
| General Electric Com New (GE) | 0.0 | $533k | +4% | 3.0k | 175.53 |
|
| Bank of America Corporation (BAC) | 0.0 | $522k | +33% | 14k | 37.92 |
|
| Deere & Company (DE) | 0.0 | $513k | +2% | 1.2k | 410.59 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $507k | +21% | 3.6k | 140.52 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $498k | 12k | 40.05 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $487k | 9.7k | 50.17 |
|
|
| PNC Financial Services (PNC) | 0.0 | $486k | +2% | 3.0k | 161.60 |
|
| Shell Spon Ads (SHEL) | 0.0 | $486k | -8% | 7.2k | 67.04 |
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $484k | -33% | 4.5k | 106.96 |
|
| Stryker Corporation (SYK) | 0.0 | $481k | +49% | 1.3k | 357.87 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $478k | -11% | 6.0k | 79.91 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $475k | -7% | 818.00 | 581.21 |
|
| Microchip Technology (MCHP) | 0.0 | $475k | +19% | 5.3k | 89.71 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $475k | 15k | 31.21 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $471k | 2.5k | 187.35 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $465k | -7% | 3.5k | 131.93 |
|
| Eaton Corp SHS (ETN) | 0.0 | $437k | +19% | 1.4k | 312.68 |
|
| Nexpoint Residential Tr (NXRT) | 0.0 | $432k | 13k | 32.19 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $428k | +400% | 7.9k | 54.54 |
|
| Williams Companies (WMB) | 0.0 | $426k | -15% | 11k | 38.97 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $423k | 13k | 31.61 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $418k | +2% | 4.4k | 94.41 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $417k | 42k | 10.01 |
|
|
| Xcel Energy (XEL) | 0.0 | $416k | 7.7k | 53.75 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $410k | -3% | 8.7k | 47.21 |
|
| Verizon Communications (VZ) | 0.0 | $405k | -16% | 9.7k | 41.96 |
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $403k | 7.1k | 56.43 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $399k | NEW | 4.8k | 83.07 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $392k | +2% | 2.5k | 154.18 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $389k | +28% | 699.00 | 556.40 |
|
| General Dynamics Corporation (GD) | 0.0 | $389k | +28% | 1.4k | 282.49 |
|
| Hca Holdings (HCA) | 0.0 | $389k | 1.2k | 333.45 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $386k | 8.1k | 47.46 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $384k | +14% | 1.5k | 249.74 |
|
| Republic Services (RSG) | 0.0 | $383k | 2.0k | 191.44 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $383k | 6.0k | 63.58 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $381k | -20% | 4.4k | 85.74 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $376k | 6.5k | 57.62 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $375k | 17k | 22.75 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $374k | -37% | 6.9k | 54.24 |
|
| Packaging Corporation of America (PKG) | 0.0 | $372k | +9% | 2.0k | 189.78 |
|
| Intercontinental Exchange (ICE) | 0.0 | $369k | 2.7k | 137.43 |
|
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $367k | 6.3k | 58.64 |
|
|
| Rli (RLI) | 0.0 | $367k | 2.5k | 148.48 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $367k | +17% | 4.5k | 81.18 |
|
| Oneok (OKE) | 0.0 | $364k | -4% | 4.5k | 80.17 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $358k | -41% | 8.6k | 41.59 |
|
| Enterprise Financial Services (EFSC) | 0.0 | $356k | 8.8k | 40.56 |
|
|
| International Business Machines (IBM) | 0.0 | $355k | -10% | 1.9k | 190.98 |
|
| Sempra Energy (SRE) | 0.0 | $355k | 4.9k | 71.83 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $351k | 3.5k | 99.27 |
|
|
| McKesson Corporation (MCK) | 0.0 | $345k | 642.00 | 536.86 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $339k | -3% | 3.5k | 96.73 |
|
| At&t (T) | 0.0 | $332k | -7% | 19k | 17.60 |
|
| Corteva (CTVA) | 0.0 | $329k | -5% | 5.7k | 57.67 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $326k | 3.2k | 100.81 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $326k | 4.2k | 77.31 |
|
|
| Doubleline Income Solutions (DSL) | 0.0 | $320k | -5% | 25k | 12.70 |
|
| Booking Holdings (BKNG) | 0.0 | $319k | -7% | 88.00 | 3627.88 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $312k | -17% | 9.7k | 32.23 |
|
| Kroger (KR) | 0.0 | $308k | -98% | 5.4k | 57.13 |
|
| Unity Software (U) | 0.0 | $303k | -13% | 11k | 26.70 |
|
| Air Products & Chemicals (APD) | 0.0 | $300k | -14% | 1.2k | 242.26 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $298k | -55% | 7.1k | 41.77 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $296k | +29% | 2.0k | 147.73 |
|
| Fastenal Company (FAST) | 0.0 | $288k | +3% | 3.7k | 77.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $285k | -17% | 713.00 | 399.09 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $283k | -27% | 6.4k | 44.48 |
|
| Iqvia Holdings (IQV) | 0.0 | $283k | -2% | 1.1k | 252.89 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $279k | 1.5k | 182.61 |
|
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $279k | 20k | 14.32 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $278k | +400% | 3.3k | 85.27 |
|
| Wec Energy Group (WEC) | 0.0 | $277k | -2% | 3.4k | 82.12 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $276k | 3.4k | 80.64 |
|
|
| Nexpoint Diversified Rel Et Com New (NXDT) | 0.0 | $275k | 42k | 6.60 |
|
|
| Appfolio Com Cl A (APPF) | 0.0 | $271k | NEW | 1.1k | 246.74 |
|
| Dollar General (DG) | 0.0 | $269k | -2% | 1.7k | 156.06 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $267k | 14k | 18.66 |
|
|
| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.0 | $265k | NEW | 6.0k | 43.85 |
|
| Goldman Sachs (GS) | 0.0 | $261k | +17% | 625.00 | 417.69 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $261k | 3.4k | 76.36 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $259k | 1.7k | 155.84 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $258k | -25% | 7.5k | 34.20 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $257k | 5.8k | 44.40 |
|
|
| Norfolk Southern (NSC) | 0.0 | $257k | +13% | 1.0k | 254.87 |
|
| Prologis (PLD) | 0.0 | $256k | +13% | 2.0k | 130.22 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $256k | +51% | 943.00 | 271.76 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $255k | -4% | 1.3k | 191.88 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $250k | 2.0k | 123.18 |
|
|
| salesforce (CRM) | 0.0 | $249k | +38% | 828.00 | 301.18 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $247k | 7.0k | 35.18 |
|
|
| Hershey Company (HSY) | 0.0 | $244k | +9% | 1.3k | 194.50 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $237k | 18k | 12.92 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $233k | 2.2k | 105.28 |
|
|
| FirstEnergy (FE) | 0.0 | $229k | 5.9k | 38.62 |
|
|
| Fiserv (FI) | 0.0 | $227k | 1.4k | 159.82 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $226k | -42% | 2.2k | 100.71 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $224k | -4% | 5.7k | 39.02 |
|
| Enterprise Products Partners (EPD) | 0.0 | $222k | -6% | 7.6k | 29.18 |
|
| Wells Fargo & Company (WFC) | 0.0 | $220k | 3.8k | 57.96 |
|
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $219k | -2% | 9.3k | 23.68 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $218k | -6% | 1.4k | 155.91 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $215k | NEW | 3.4k | 62.34 |
|
| American Tower Reit (AMT) | 0.0 | $213k | +34% | 1.1k | 197.59 |
|
| Edison International (EIX) | 0.0 | $213k | 3.0k | 70.73 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $210k | -41% | 1.6k | 131.24 |
|
| Cto Realty Growth (CTO) | 0.0 | $210k | 12k | 16.95 |
|
|
| Nov (NOV) | 0.0 | $208k | 11k | 19.52 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $208k | -18% | 909.00 | 228.59 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $208k | 11k | 19.66 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $204k | NEW | 4.5k | 45.31 |
|
| Trane Technologies SHS (TT) | 0.0 | $200k | +84% | 665.00 | 300.20 |
|
| Insight Enterprises (NSIT) | 0.0 | $195k | NEW | 1.1k | 185.52 |
|
| Ecolab (ECL) | 0.0 | $194k | 838.00 | 230.90 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $192k | -2% | 2.4k | 79.76 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $189k | 13k | 14.98 |
|
|
| General Motors Company (GM) | 0.0 | $187k | 4.1k | 45.35 |
|
|
| Ford Motor Company (F) | 0.0 | $182k | +8% | 14k | 13.28 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $182k | +7% | 1.4k | 129.35 |
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $182k | 19k | 9.75 |
|
|
| Nucor Corporation (NUE) | 0.0 | $178k | 899.00 | 197.90 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $177k | +20% | 3.3k | 54.23 |
|
| Citigroup Com New (C) | 0.0 | $173k | +20% | 2.7k | 63.24 |
|
| Starwood Property Trust (STWD) | 0.0 | $169k | +9% | 8.3k | 20.33 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $162k | 642.00 | 252.31 |
|
|
| AutoZone (AZO) | 0.0 | $158k | NEW | 50.00 | 3151.66 |
|
| Centene Corporation (CNC) | 0.0 | $157k | 2.0k | 78.48 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $155k | 371.00 | 418.01 |
|
|
| Nexpoint Real Estate Fin (NREF) | 0.0 | $154k | 11k | 14.36 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $151k | NEW | 1.1k | 136.05 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $151k | NEW | 917.00 | 164.96 |
|
| Cummins (CMI) | 0.0 | $150k | NEW | 510.00 | 294.65 |
|
| Becton, Dickinson and (BDX) | 0.0 | $150k | -9% | 604.00 | 247.45 |
|
| Paypal Holdings (PYPL) | 0.0 | $147k | NEW | 2.2k | 66.99 |
|
| Domino's Pizza (DPZ) | 0.0 | $147k | -62% | 296.00 | 496.88 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $146k | +37% | 1.6k | 90.05 |
|
| Chubb (CB) | 0.0 | $143k | +70% | 552.00 | 259.13 |
|
| Carrier Global Corporation (CARR) | 0.0 | $138k | -6% | 2.4k | 58.13 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $136k | 11k | 12.15 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $133k | +167% | 494.00 | 268.33 |
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $131k | -10% | 18k | 7.46 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $126k | +37% | 354.00 | 354.98 |
|
| Simon Property (SPG) | 0.0 | $126k | 803.00 | 156.49 |
|
|
| PPG Industries (PPG) | 0.0 | $120k | +3% | 831.00 | 144.90 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $118k | -36% | 3.0k | 38.98 |
|
| Moody's Corporation (MCO) | 0.0 | $115k | -7% | 292.00 | 393.03 |
|
| Travelers Companies (TRV) | 0.0 | $115k | 498.00 | 230.14 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $113k | 21k | 5.36 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $112k | -35% | 1.2k | 96.71 |
|
| O'reilly Automotive (ORLY) | 0.0 | $112k | +2% | 99.00 | 1128.88 |
|
| Martin Marietta Materials (MLM) | 0.0 | $112k | 182.00 | 613.94 |
|
|
| Dominion Resources (D) | 0.0 | $109k | -3% | 2.2k | 49.19 |
|
| Hubbell (HUBB) | 0.0 | $108k | 260.00 | 415.05 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $106k | 10k | 10.56 |
|
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $104k | 10k | 9.96 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $103k | -20% | 1.6k | 65.32 |
|
| Genuine Parts Company (GPC) | 0.0 | $103k | -26% | 663.00 | 154.93 |
|
| Monster Beverage Corp (MNST) | 0.0 | $99k | 1.7k | 59.28 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $99k | -50% | 50k | 1.97 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $96k | NEW | 490.00 | 195.03 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $94k | NEW | 1.5k | 62.81 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $90k | 31.00 | 2906.77 |
|
|
| Xylem (XYL) | 0.0 | $87k | NEW | 674.00 | 129.24 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $85k | +22% | 265.00 | 320.59 |
|
| Aptiv SHS (APTV) | 0.0 | $84k | 1.1k | 79.65 |
|
|
| Reading Intl Cl A (RDI) | 0.0 | $84k | 46k | 1.84 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $84k | -4% | 120.00 | 698.57 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $82k | +5% | 1.8k | 44.68 |
|
| Metropcs Communications (TMUS) | 0.0 | $82k | 501.00 | 163.22 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $79k | -4% | 1.0k | 77.17 |
|
| FedEx Corporation (FDX) | 0.0 | $76k | -34% | 261.00 | 289.95 |
|
| Palo Alto Networks (PANW) | 0.0 | $74k | +37% | 259.00 | 284.13 |
|
| MetLife (MET) | 0.0 | $72k | NEW | 970.00 | 74.11 |
|
| Cigna Corp (CI) | 0.0 | $72k | -7% | 197.00 | 363.19 |
|
| 3M Company (MMM) | 0.0 | $67k | -66% | 630.00 | 106.07 |
|
| Southern Company (SO) | 0.0 | $66k | NEW | 922.00 | 71.74 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $62k | 850.00 | 73.29 |
|
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $61k | 11k | 5.57 |
|
|
| Paychex (PAYX) | 0.0 | $61k | -23% | 496.00 | 122.80 |
|
| Kinder Morgan (KMI) | 0.0 | $59k | -35% | 3.2k | 18.34 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $58k | -46% | 111.00 | 522.88 |
|
| Roper Industries (ROP) | 0.0 | $56k | 100.00 | 560.84 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $55k | -24% | 510.00 | 108.23 |
|
| Crown Castle Intl (CCI) | 0.0 | $54k | -29% | 511.00 | 105.83 |
|
| Progressive Corporation (PGR) | 0.0 | $52k | +17% | 250.00 | 206.82 |
|
| Matterport Com Cl A (MTTR) | 0.0 | $47k | 21k | 2.26 |
|
|
| Micron Technology (MU) | 0.0 | $47k | 397.00 | 117.89 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $46k | +105% | 208.00 | 219.33 |
|
| Iqiyi Sponsored Ads (IQ) | 0.0 | $42k | 10k | 4.23 |
|
|
| Cardinal Health (CAH) | 0.0 | $42k | NEW | 378.00 | 111.90 |
|
| Valero Energy Corporation (VLO) | 0.0 | $37k | NEW | 216.00 | 170.57 |
|
| Autodesk (ADSK) | 0.0 | $32k | 123.00 | 260.42 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $31k | 441.00 | 70.39 |
|
|
| Clorox Company (CLX) | 0.0 | $31k | NEW | 200.00 | 153.11 |
|
| Heartbeam (BEAT) | 0.0 | $29k | +31% | 13k | 2.18 |
|
| Electronic Arts (EA) | 0.0 | $28k | 208.00 | 132.67 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $26k | 60.00 | 438.43 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $25k | NEW | 363.00 | 68.49 |
|
| Ptc (PTC) | 0.0 | $23k | NEW | 124.00 | 188.94 |
|
| Equinix (EQIX) | 0.0 | $22k | +18% | 26.00 | 825.35 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $20k | 99.00 | 205.98 |
|
|
| Arista Networks (ANET) | 0.0 | $18k | NEW | 62.00 | 289.98 |
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $17k | NEW | 10k | 1.65 |
|
| Sonim Technologies Com New (SONM) | 0.0 | $15k | 25k | 0.61 |
|
|
| Loews Corporation (L) | 0.0 | $12k | NEW | 153.00 | 78.29 |
|
| Aerwins Technolo (AWIN) | 0.0 | $9.7k | 150k | 0.06 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $7.6k | NEW | 29.00 | 262.52 |
|
| Cadence Design Systems (CDNS) | 0.0 | $7.2k | NEW | 23.00 | 311.26 |
|
| General Mills (GIS) | 0.0 | $7.0k | -90% | 100.00 | 69.97 |
|
| NetApp (NTAP) | 0.0 | $4.3k | NEW | 41.00 | 104.98 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $3.0k | NEW | 12.00 | 247.75 |
|
| Diamondback Energy (FANG) | 0.0 | $2.4k | NEW | 12.00 | 198.17 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.6k | NEW | 8.00 | 201.50 |
|
Past Filings by First Foundation Advisors
SEC 13F filings are viewable for First Foundation Advisors going back to 2010
- First Foundation Advisors 2024 Q1 filed May 10, 2024
- First Foundation Advisors 2023 Q4 filed Feb. 14, 2024
- First Foundation Advisors 2023 Q3 filed Nov. 15, 2023
- First Foundation Advisors 2023 Q2 filed Aug. 14, 2023
- First Foundation Advisors 2023 Q1 filed May 12, 2023
- First Foundation Advisors 2022 Q4 filed Feb. 14, 2023
- First Foundation Advisors 2022 Q3 filed Nov. 14, 2022
- First Foundation Advisors 2022 Q2 filed Aug. 12, 2022
- First Foundation Advisors 2022 Q1 filed May 5, 2022
- First Foundation Advisors 2021 Q4 filed Feb. 14, 2022
- First Foundation Advisors 2021 Q3 filed Nov. 15, 2021
- First Foundation Advisors 2021 Q2 filed Aug. 13, 2021
- First Foundation Advisors 2021 Q1 filed May 18, 2021
- First Foundation Advisors 2020 Q4 filed Feb. 16, 2021
- First Foundation Advisors 2020 Q3 filed Nov. 12, 2020
- First Foundation Advisors 2020 Q2 filed Aug. 14, 2020