FIRST FOUNDATION ADVISORS | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 334 positions

IVV

iShares Core S&P 500 ETF

247,033 shares

$165.3M

12.81%

IEFA

iShares Core MSCI International Developed Markets ETF

964,222 shares

$84.2M

6.52%

JEPI

JPMorgan Equity Premium Income ETF

1,350,030 shares

$77.1M

5.97%

MOAT

VanEck Morningstar Wide Moat ETF

744,802 shares

$73.8M

5.72%

AMZN

AMAZON COM INC

277,546 shares

$60.9M

4.72%

IWR

iShares Russell Midcap ETF

472,605 shares

$45.6M

3.54%

IEMG

iShares Core MSCI Emerging Markets ETF

574,613 shares

$37.9M

2.93%

GSIE

867,369 shares

$35.7M

2.76%

GSSC

450,109 shares

$33.7M

2.61%

NVDA

NVIDIA CORP

178,355 shares

$33.3M

2.58%

PRFZ

703,160 shares

$31.9M

2.47%

JPM

JPMORGAN CHASE & CO

97,290 shares

$30.7M

2.38%

CMF

330,083 shares

$18.8M

1.46%

Mastercard Inc

32,430 shares

$18.4M

1.43%

QCOM

QUALCOMM INC/DE

96,928 shares

$16.1M

1.25%

RSP

Invesco S&P 500 Equal Weight ETF

77,188 shares

$14.6M

1.13%

Most Active Tickers

IVV

iShares Core S&P 500 ETF

3 signals

IEFA

iShares Core MSCI International Developed Markets ETF

3 signals

JEPI

JPMorgan Equity Premium Income ETF

3 signals

MOAT

VanEck Morningstar Wide Moat ETF

3 signals

AMZN

AMAZON COM INC

3 signals

IWR

iShares Russell Midcap ETF

3 signals

GSIE

3 signals

IEMG

iShares Core MSCI Emerging Markets ETF

3 signals

GOOG

Alphabet Inc.

3 signals

Activity (Last 7 Days)

Jul 14, 2026

+334-0

May 6, 2026

+337-0

May 5, 2026

+334-0

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