FIRST FOUNDATION ADVISORS

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$2.66B
Signature - Title
Gregory S. Bruce - CHIEF COMPLIANCE OFFICER
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by FIRST FOUNDATION ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FIRST FOUNDATION ADVISORS reported 341 stock holdings with total value $2.66B as of Q4 2024. Top holdings included MSFT, IVV, GOOG, MOAT, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 341 $2.66B +$123M -$87.4M +$35.1M MSFT, IVV, GOOG, MOAT, JEPI 13F-HR 2/13/2025, 11:43 AM
Q3 2024 355 $2.65B +$96.3M -$133M -$36.9M MSFT, IVV, MOAT, GOOG, JEPI 13F-HR 11/13/2024, 06:51 PM
Q2 2024 432 $2.62B +$160M -$69.6M +$90.5M MSFT, IVV, GOOG, MOAT, JEPI 13F-HR 8/6/2024, 12:04 PM
Q1 2024 431 $2.5B +$250M -$118M +$132M MSFT, IVV, GOOG, MOAT, JEPI 13F-HR 5/9/2024, 06:53 PM
Q4 2023 430 $2.19B +$109M -$281M -$172M MSFT, GOOG, IVV, AMZN, UPS 13F-HR 2/14/2024, 03:34 PM
Q3 2023 450 $2.14B +$165M -$244M -$79M MSFT, GOOG, AMZN, BRKB, UPS 13F-HR 11/15/2023, 03:30 PM
Q2 2023 446 $2.31B +$157M -$193M -$36M MSFT, GOOG, AAPL, UPS, AMZN 13F-HR 8/14/2023, 01:42 PM
Q1 2023 391 $2.17B +$146M -$201M -$54.7M MSFT, GOOG, UPS, AAPL, BRKB 13F-HR 5/12/2023, 04:33 PM
Q4 2022 400 $2.09B +$220M -$265M -$44.6M MSFT, GOOG, UPS, BRKB, AAPL 13F-HR 2/14/2023, 12:10 PM
Q3 2022 384 $2.03B +$277M -$241M +$35.5M MSFT, GOOG, AAPL, AMZN, UPS 13F-HR 11/10/2022, 05:41 PM
Q2 2022 400 $2.25B +$237M -$195M +$41.4M MSFT, GOOG, IAU, UPS, AAPL 13F-HR 8/12/2022, 02:39 PM
Q1 2022 422 $2.75B +$209M -$130M +$78.5M MSFT, GOOG, AMZN, IAU, META 13F-HR 5/5/2022, 01:41 PM
Q4 2021 438 $2.9B +$249M -$142M +$107M MSFT, GOOG, AMZN, IAU, UPS 13F-HR 2/11/2022, 05:40 PM
Q3 2021 441 $2.68B +$203M -$122M +$80.6M MSFT, GOOG, IAU, AMZN, META 13F-HR 11/15/2021, 03:28 PM
Q2 2021 448 $2.6B +$299M -$230M +$68.9M MSFT, GOOG, IAU, AMZN, META 13F-HR 8/13/2021, 05:20 PM
Q1 2021 413 $2.33B +$146M -$161M -$15.2M MSFT, GOOG, IAUXXXX, AMZN, VER 13F-HR 5/17/2021, 05:48 PM
Q4 2020 409 $2.25B +$192M -$232M -$40M MSFT, IAUXXXX, GOOG, AMZN, DIS 13F-HR 2/12/2021, 05:56 PM
Q3 2020 370 $2.14B +$160M -$77.1M +$82.7M MSFT, META, IAUXXXX, GOOG, AMZN 13F-HR 11/12/2020, 12:58 PM
Q2 2020 351 $1.94B +$97.5M -$111M -$14M MSFT, META, IAUXXXX, GOOG, AMZN 13F-HR 8/14/2020, 03:32 PM
Q1 2020 336 $1.62B +$153M -$124M +$29.6M MSFT, META, IAUXXXX, GOOG, AMZN 13F-HR 5/11/2020, 03:15 PM
Q4 2019 349 $2.02B +$168M -$130M +$37.6M MSFT, META, GOOG, VERXXXX, IAUXXXX 13F-HR 2/11/2020, 04:29 PM
Q3 2019 357 $1.86B +$198M -$109M +$88.8M MSFT, META, GOOG, IAUXXXX, VERXXXX 13F-HR 11/12/2019, 02:02 PM
Q2 2019 344 $1.78B +$151M -$128M +$23.2M MSFT, META, VERXXXX, GOOG, BRKB 13F-HR 8/14/2019, 12:55 PM
Q1 2019 330 $1.69B +$204M -$221M -$17.5M MSFT, META, VERXXXX, GOOG, BRKB 13F-HR 5/13/2019, 12:52 PM
Q4 2018 377 $1.58B +$221M -$91.9M +$129M MSFT, META, VERXXXX, BRKB, GOOG 13F-HR 2/14/2019, 04:12 PM
Q3 2018 357 $1.81B +$153M -$94M +$59.1M MSFT, META, BRKB, VERXXXX, GPT 13F-HR 11/13/2018, 02:32 PM
Q2 2018 333 $1.7B +$84.6M -$225M -$140M MSFT, META, VERXXXX, BRKB, GPT 13F-HR 8/14/2018, 04:28 PM
Q1 2018 320 $1.79B +$234M -$134M +$99.7M MSFT, META, BRKB, UPS, VERXXXX 13F-HR 5/14/2018, 08:22 PM
Q4 2017 329 $1.85B +$185M -$99.9M +$85.3M META, MSFT, UPS, BRKB, VERXXXX 13F-HR 2/14/2018, 12:16 PM
Q3 2017 307 $1.76B +$266M -$180M +$86.2M META, MSFT, UPS, VERXXXX, BRKB 13F-HR 11/14/2017, 11:25 AM
Q2 2017 313 $1.7B +$217M -$165M +$51.6M MSFT, META, VERXXXX, UPS, PFE 13F-HR 8/14/2017, 01:01 PM
Q1 2017 313 $1.61B +$167M -$163M +$3.46M MSFT, VERXXXX, BRKB, PFE, PM 13F-HR 5/4/2017, 08:20 PM
Q4 2016 310 $1.53B +$150M -$50.2M +$99.9M MSFT, BRKB, VERXXXX, PFE, PM 13F-HR 2/14/2017, 01:15 PM
Q3 2016 289 $1.45B +$138M -$94.4M +$43.7M MSFT, VERXXXX, BRKB, PFE, PM 13F-HR 11/14/2016, 12:31 PM
Q2 2016 291 $1.39B +$85.6M -$105M -$19.3M MSFT, VERXXXX, PFE, BRKB, PM 13F-HR 8/15/2016, 08:36 PM
Q1 2016 299 $1.38B +$104M -$175M -$71.3M MSFT, VERXXXX, REXR, PFE, BRKB 13F-HR 5/13/2016, 03:42 PM
Q4 2015 297 $1.46B +$295M -$367M -$71.1M MSFT, REXR, VERXXXX, JNJ, PM 13F-HR 2/16/2016, 04:00 PM
Q3 2015 239 $1.21B +$193M -$69.6M +$123M MSFT, REXR, VERXXXX, JNJ, BRKB 13F-HR 11/13/2015, 05:33 PM
Q2 2015 245 $1.26B +$136M -$42.5M +$93.7M MSFT, REXR, T104PS, BRKB, JNJ 13F-HR 8/13/2015, 12:41 PM
Q1 2015 244 $1.2B +$208M -$89.7M +$119M T104PS, MSFT, REXR, JNJ, BRKB 13F-HR 5/14/2015, 02:39 PM
Q4 2014 250 $1.14B +$197M -$56M +$141M MSFT, REXR, T104PS, JNJ, BRKB 13F-HR 2/17/2015, 10:57 AM
Q3 2014 242 $1B +$130M -$23.5M +$106M T104PS, MSFT, REXR, JNJ, BRKB 13F-HR 11/14/2014, 11:19 AM
Q2 2014 242 $917M +$114M -$9.62M +$105M T104PS, MSFT, REXR, JNJ, NVS 13F-HR 8/15/2014, 11:31 AM
Q1 2014 195 $804M +$105M -$37.9M +$67.5M T104PS, MSFT, REXR, JNJ, NVS 13F-HR 5/14/2014, 07:15 PM
Q4 2013 195 $743M T104PS, REXR, JNJ, MSFT, UPS 13F-HR 2/13/2014, 07:15 PM