FIRST FOUNDATION ADVISORS

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$2.65B
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 355 stock holdings with total value $2.65B as of Q3 2024. Top holdings included MSFT, IVV, MOAT, GOOG, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$69.9M +$90.3M MSFT, IVV, GOOG, MOAT, JEPI 13F-HR 8/6/2024, 12:04 PM
Q1 2024 434 $2.5B +$250M -$118M +$132M MSFT, IVV, GOOG, MOAT, JEPI 13F-HR 5/9/2024, 06:53 PM
Q4 2023 432 $2.19B +$109M -$283M -$174M MSFT, GOOG, IVV, AMZN, UPS 13F-HR 2/14/2024, 03:34 PM
Q3 2023 424 $2.14B +$165M -$244M -$79.4M MSFT, GOOG, AMZN, BRKB, UPS 13F-HR 11/15/2023, 03:30 PM
Q2 2023 415 $2.31B +$157M -$193M -$36M MSFT, GOOG, AAPL, UPS, AMZN 13F-HR 8/14/2023, 12:42 PM
Q1 2023 391 $2.17B +$146M -$233M -$87M MSFT, GOOG, UPS, AAPL, BRKB 13F-HR 5/12/2023, 04:33 PM
Q4 2022 400 $2.09B +$220M -$297M -$77.2M MSFT, GOOG, UPS, BRKB, AAPL 13F-HR 2/14/2023, 01:10 PM
Q3 2022 384 $2.04B +$278M -$259M +$18.6M MSFT, GOOG, AAPL, AMZN, UPS 13F-HR 11/10/2022, 06:41 PM
Q2 2022 400 $2.26B +$237M -$234M +$2.25M MSFT, GOOG, IAU, UPS, AAPL 13F-HR 8/12/2022, 02:39 PM
Q1 2022 423 $2.77B +$211M -$172M +$39.1M MSFT, GOOG, AMZN, IAU, META 13F-HR 5/5/2022, 01:41 PM
Q4 2021 439 $2.91B +$251M -$263M -$11.2M MSFT, GOOG, AMZN, IAU, UPS 13F-HR 2/11/2022, 06:40 PM
Q3 2021 441 $2.68B +$203M -$123M +$80.6M MSFT, GOOG, IAU, AMZN, META 13F-HR 11/15/2021, 03:28 PM
Q2 2021 448 $2.6B +$299M -$230M +$69.3M MSFT, GOOG, IAU, AMZN, META 13F-HR 8/13/2021, 05:20 PM
Q1 2021 413 $2.33B +$146M -$161M -$15.3M MSFT, GOOG, IAU, AMZN, VER 13F-HR 5/17/2021, 05:48 PM
Q4 2020 410 $2.26B +$193M -$303M -$110M MSFT, IAU, GOOG, AMZN, DIS 13F-HR 2/12/2021, 06:56 PM
Q3 2020 372 $2.16B +$161M -$82.2M +$78.9M MSFT, META, IAU, GOOG, AMZN 13F-HR 11/12/2020, 01:58 PM
Q2 2020 352 $1.94B +$99.4M -$123M -$23.8M MSFT, META, IAU, GOOG, AMZN 13F-HR 8/14/2020, 03:32 PM
Q1 2020 339 $1.63B +$154M -$140M +$13.4M MSFT, META, IAU, GOOG, AMZN 13F-HR 5/11/2020, 03:15 PM
Q4 2019 349 $2.02B +$172M -$149M +$22.2M MSFT, META, GOOG, VER, IAU 13F-HR 2/11/2020, 05:29 PM
Q3 2019 359 $1.87B +$198M -$128M +$69.6M MSFT, META, GOOG, IAU, VER 13F-HR 11/12/2019, 03:02 PM
Q2 2019 345 $1.79B +$151M -$143M +$8.56M MSFT, META, VER, GOOG, BRKB 13F-HR 8/14/2019, 12:55 PM
Q1 2019 330 $1.69B +$204M -$300M -$95.5M MSFT, META, VER, GOOG, BRKB 13F-HR 5/13/2019, 12:52 PM
Q4 2018 378 $1.58B +$222M -$221M +$768K MSFT, META, VER, BRKB, GOOG 13F-HR 2/14/2019, 05:12 PM
Q3 2018 358 $1.81B +$153M -$109M +$44.2M MSFT, META, BRKB, VER, GPT 13F-HR 11/13/2018, 03:32 PM
Q2 2018 333 $1.7B +$85.1M -$245M -$160M MSFT, META, VER, BRKB, GPT 13F-HR 8/14/2018, 04:28 PM
Q1 2018 321 $1.79B +$234M -$227M +$7.11M MSFT, META, BRKB, UPS, VER 13F-HR 5/14/2018, 08:22 PM
Q4 2017 329 $1.85B +$185M -$160M +$25.6M META, MSFT, UPS, BRKB, VER 13F-HR 2/14/2018, 01:16 PM
Q3 2017 310 $1.76B +$267M -$226M +$40.5M META, MSFT, UPS, VER, BRKB 13F-HR 11/14/2017, 12:25 PM
Q2 2017 314 $1.7B +$217M -$183M +$33.7M MSFT, META, VER, UPS, PFE 13F-HR 8/14/2017, 01:01 PM
Q1 2017 313 $1.62B +$167M -$188M -$21.1M MSFT, VER, BRKB, PFE, PM 13F-HR 5/4/2017, 08:20 PM
Q4 2016 311 $1.53B +$150M -$66M +$84.2M MSFT, BRKB, VER, PFE, PM 13F-HR 2/14/2017, 02:15 PM
Q3 2016 290 $1.45B +$138M -$118M +$20.6M MSFT, VER, BRKB, PFE, PM 13F-HR 11/14/2016, 01:31 PM
Q2 2016 292 $1.39B +$85.6M -$122M -$36.7M MSFT, VER, PFE, BRKB, PM 13F-HR 8/15/2016, 08:36 PM
Q1 2016 300 $1.38B +$104M -$207M -$103M MSFT, VER, REXR, PFE, BRKB 13F-HR 5/13/2016, 03:42 PM
Q4 2015 299 $1.46B +$295M -$119M +$176M MSFT, REXR, VER, JNJ, PM 13F-HR 2/16/2016, 05:00 PM
Q3 2015 241 $1.21B +$193M -$154M +$39.1M MSFT, REXR, VER, JNJ, BRKB 13F-HR 11/13/2015, 06:33 PM
Q2 2015 246 $1.26B +$136M -$51.7M +$84.5M MSFT, REXR, T104PS, BRKB, JNJ 13F-HR 8/13/2015, 12:41 PM
Q1 2015 244 $1.2B +$208M -$142M +$66.8M T104PS, MSFT, REXR, JNJ, BRKB 13F-HR 5/14/2015, 02:39 PM
Q4 2014 250 $1.14B +$197M -$68.1M +$129M MSFT, REXR, T104PS, JNJ, BRKB 13F-HR 2/17/2015, 11:57 AM
Q3 2014 242 $1B +$130M -$30.9M +$98.7M T104PS, MSFT, REXR, JNJ, BRKB 13F-HR 11/14/2014, 12:19 PM
Q2 2014 243 $917M +$114M -$14.3M +$99.8M T104PS, MSFT, REXR, JNJ, NVS 13F-HR 8/15/2014, 11:31 AM
Q1 2014 196 $804M +$105M -$60.6M +$44.9M T104PS, MSFT, REXR, JNJ, NVS 13F-HR 5/14/2014, 07:15 PM
Q4 2013 196 $743M $0 $0 T104PS, REXR, JNJ, MSFT, UPS 13F-HR 2/13/2014, 08:15 PM