First Foundation Advisors
- SEC CIK
- 0001086763
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 18, 2021. Long positions only.
- Positions
- 413
- No 13F data for Q4 2020
- Portfolio value
- $2.33B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Flexshares Tr33939L860 | QUALT DIVD IDX | 54,500 | $2.90M | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 11,951 | $2.90M | 0.1% | – | – | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 54,100 | $2.89M | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 20,942 | $2.84M | 0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 7,957 | $2.81M | 0.1% | – | – | History |
| BEBloom Energy Corp | COM CL A | 102,156 | $2.76M | 0.1% | – | – | History |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 107,764 | $2.74M | 0.1% | – | – | History |
| ETF Ser Solutions26922A628 | POINT BRIDGE GOP | 77,000 | $2.65M | 0.1% | – | – | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 175,043 | $2.57M | 0.1% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 32,760 | $2.53M | 0.1% | – | – | History |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 63,745 | $2.52M | 0.1% | – | – | – |
| CEVEaton Vance California Municipal Income Trust | SH BEN INT | 182,456 | $2.42M | 0.1% | – | – | History |
| MMTAberdeen Multi-Market Income Fund | SH BEN INT | 372,677 | $2.42M | 0.1% | – | – | History |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 167,927 | $2.41M | 0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 15,508 | $2.40M | 0.1% | – | – | History |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 119,820 | $2.40M | 0.1% | – | – | History |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 113,008 | $2.39M | 0.1% | – | – | – |
| EVVEaton Vance Ltd Duration Income Fund | COM | 187,853 | $2.37M | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 30,769 | $2.37M | 0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 14,394 | $2.36M | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 45,432 | $2.32M | 0.1% | – | – | History |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 45,101 | $2.32M | 0.1% | – | – | – |
| MCABlackRock Muniyield California Quality Fund, Inc. | COM | 156,273 | $2.30M | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 10,362 | $2.25M | 0.1% | – | – | History |
| MYCBlackRock Muniyield California Fund, Inc. | COM | 151,696 | $2.24M | 0.1% | – | – | History |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 143,378 | $2.21M | 0.1% | – | – | History |
| PSAPublic Storage | COM | 8,948 | $2.21M | 0.1% | – | – | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 65,611 | $2.17M | 0.1% | – | – | – |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 126,446 | $2.12M | 0.1% | – | – | History |
| EIMEaton Vance Municipal Bond Fund | COM | 154,624 | $2.06M | 0.1% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 21,000 | $2.02M | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 38,568 | $1.99M | 0.1% | – | – | History |
| VCVInvesco California Value Municipal Income Trust | COM | 155,881 | $1.99M | 0.1% | – | – | History |
| DOWDow Inc. | Stock | 31,025 | $1.98M | 0.1% | – | – | History |
| HYBNew America High Income Fund Inc | COM NEW | 218,450 | $1.98M | 0.1% | – | – | History |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 40,801 | $1.97M | 0.1% | – | – | – |
| NBWNeuberger Berman California Municipal Fund Inc. | COM | 145,386 | $1.96M | 0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 22,460 | $1.88M | 0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 13,232 | $1.87M | 0.1% | – | – | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 61,176 | $1.87M | 0.1% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 9,183 | $1.83M | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 60,236 | $1.82M | 0.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,786 | $1.82M | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 32,507 | $1.81M | 0.1% | – | – | History |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 49,300 | $1.78M | 0.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 3,748 | $1.78M | 0.1% | – | – | History |
| CNICanadian National Railway Co | Stock | 15,336 | $1.78M | 0.1% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 15,620 | $1.74M | 0.1% | – | – | History |
| BABoeing Co | Stock | 6,663 | $1.70M | 0.1% | – | – | History |
| BF.BBrown Forman Corp | Stock | 24,534 | $1.69M | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 43,208 | $1.67M | 0.1% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 11,674 | $1.65M | 0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 5,594 | $1.63M | 0.1% | – | – | History |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 101,574 | $1.59M | 0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 4,247 | $1.57M | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 6,289 | $1.56M | 0.1% | – | – | History |
| FRABlackRock Floating Rate Income Strategies Fund, Inc. | COM | 118,979 | $1.55M | 0.1% | – | – | History |
| CTVACorteva, Inc. | Stock | 32,695 | $1.52M | 0.1% | – | – | History |
| WMWaste Management Inc | Stock | 11,797 | $1.52M | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 28,645 | $1.51M | 0.1% | – | – | History |
| CCICrown Castle Inc. | REIT | 8,447 | $1.45M | 0.1% | – | – | History |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 199,482 | $1.43M | 0.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 7,724 | $1.42M | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 24,229 | $1.41M | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 10,595 | $1.41M | 0.1% | – | – | History |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 215,236 | $1.40M | 0.1% | – | – | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 54,597 | $1.39M | 0.1% | – | – | – |
| BAXBaxter International Inc | Stock | 16,442 | $1.39M | 0.1% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 9,627 | $1.38M | 0.1% | – | – | History |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 26,870 | $1.38M | 0.1% | – | – | – |
| IONSIonis Pharmaceuticals Inc | COM | 30,063 | $1.35M | 0.1% | – | – | History |
| LBTYALiberty Global Ltd. | SHS CL A | 52,600 | $1.35M | 0.1% | – | – | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 24,635 | $1.31M | 0.1% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,747 | $1.30M | 0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,724 | $1.27M | 0.1% | – | – | History |
| FTNTFortinet, Inc. | Stock | 6,813 | $1.26M | 0.1% | – | – | History |
| SYYSysco Corp | Stock | 15,909 | $1.25M | 0.1% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,506 | $1.23M | 0.1% | – | – | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 105,790 | $1.23M | 0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,052 | $1.23M | 0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 2,432 | $1.22M | 0.1% | – | – | History |
| DLTRDollar Tree, Inc. | COM | 10,573 | $1.21M | 0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 5,299 | $1.20M | 0.1% | – | – | History |
| Nuveen Calif Select Tax Free67063R103 | SH BEN INT | 73,418 | $1.20M | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 15,753 | $1.19M | 0.1% | – | – | History |
| ELSEquity Lifestyle Properties Inc | COM | 18,149 | $1.16M | <0.1% | – | – | History |
| BITBlackRock Multi-Sector Income Trust | COM | 63,308 | $1.14M | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 2,955 | $1.13M | <0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 4,844 | $1.12M | <0.1% | – | – | History |
| PCMPCM Fund, Inc. | COM | 97,182 | $1.11M | <0.1% | – | – | History |
| VMCVulcan Materials CO | COM | 6,542 | $1.10M | <0.1% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 4,112 | $1.09M | <0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 9,826 | $1.06M | <0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 4,760 | $1.05M | <0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 5,966 | $1.05M | <0.1% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 2,133 | $1.03M | <0.1% | – | – | History |
| Colony CR Real Estate Inc19625T101 | COM CL A | 121,465 | $1.03M | <0.1% | – | – | – |
| HEI.AHeico Corp | CL A | 8,988 | $1.02M | <0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 19,054 | $1.02M | <0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 2,072 | $1.01M | <0.1% | – | – | History |