First Foundation Advisors
- SEC CIK
- 0001086763
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/18 申報。只含多頭部位。
- 持股檔數
- 413
- 2020 年第 4 季沒有 13F 資料
- 總值
- $23.3 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ECLEcolab Inc. | Stock | 1,752 | $37.5 萬 | <0.1% | – | – | 歷史 |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 55,909 | $38.0 萬 | <0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 6,231 | $38.0 萬 | <0.1% | – | – | 歷史 |
| PCARPaccar Inc | COM | 4,125 | $38.3 萬 | <0.1% | – | – | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 6,724 | $38.4 萬 | <0.1% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 7,176 | $38.9 萬 | <0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,138 | $39.0 萬 | <0.1% | – | – | 歷史 |
| CDWCDW Corp | COM | 2,351 | $39.0 萬 | <0.1% | – | – | 歷史 |
| WIXWix.com Ltd. | SHS | 1,398 | $39.0 萬 | <0.1% | – | – | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 5,475 | $39.2 萬 | <0.1% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 866 | $39.3 萬 | <0.1% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 1,977 | $39.3 萬 | <0.1% | – | – | 歷史 |
| GSKGSK plc | SPONSORED ADR | 11,068 | $39.5 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,532 | $39.9 萬 | <0.1% | – | – | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 15,620 | $40.1 萬 | <0.1% | – | – | – |
| MCHPMicrochip Technology Inc | Stock | 2,606 | $40.5 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,180 | $40.7 萬 | <0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 7,158 | $41.1 萬 | <0.1% | – | – | 歷史 |
| VVRInvesco Senior Income Trust | COM | 98,595 | $41.4 萬 | <0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 5,709 | $41.5 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 31,803 | $41.8 萬 | <0.1% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 3,053 | $41.9 萬 | <0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 18,516 | $42.0 萬 | <0.1% | – | – | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 4,348 | $42.0 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 7,511 | $43.0 萬 | <0.1% | – | – | – |
| ZTSZoetis Inc. | Stock | 2,735 | $43.1 萬 | <0.1% | – | – | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 10,773 | $43.1 萬 | <0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 4,526 | $43.3 萬 | <0.1% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 1,135 | $43.6 萬 | <0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 5,916 | $44.1 萬 | <0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,350 | $44.3 萬 | <0.1% | – | – | 歷史 |
| LDPCohen & Steers Ltd Duration Preferred & Income Fund, Inc. | COM | 17,094 | $44.6 萬 | <0.1% | – | – | 歷史 |
| PMLPIMCO Municipal Income Fund II | COM | 30,591 | $45.5 萬 | <0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,042 | $45.6 萬 | <0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 3,230 | $45.7 萬 | <0.1% | – | – | 歷史 |
| PFNPIMCO Income Strategy Fund II | COM | 44,870 | $46.1 萬 | <0.1% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 31,412 | $46.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,699 | $46.7 萬 | <0.1% | – | – | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 33,647 | $46.8 萬 | <0.1% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 728 | $47.4 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 14,788 | $47.4 萬 | <0.1% | – | – | – |
| PDIPIMCO Dynamic Income Fund | SHS | 16,871 | $47.5 萬 | <0.1% | – | – | 歷史 |
| FCTFirst Trust Senior Floating Rate Income Fund II | COM | 38,875 | $47.7 萬 | <0.1% | – | – | 歷史 |
| CICigna Group | Stock | 1,992 | $48.2 萬 | <0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,661 | $48.6 萬 | <0.1% | – | – | – |
| FAFFirst American Financial Corp | Stock | 8,620 | $48.8 萬 | <0.1% | – | – | 歷史 |
| SHCSotera Health Co | COM | 19,545 | $48.8 萬 | <0.1% | – | – | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 20,457 | $48.9 萬 | <0.1% | – | – | 歷史 |
| IIMInvesco Value Municipal Income Trust | COM | 31,349 | $49.1 萬 | <0.1% | – | – | 歷史 |
| ARDCAres Dynamic Credit Allocation Fund, Inc. | COM | 32,737 | $49.2 萬 | <0.1% | – | – | 歷史 |
| IQIInvesco Quality Municipal Income Trust | COM | 38,709 | $50.2 萬 | <0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 2,628 | $50.6 萬 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,128 | $51.5 萬 | <0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 13,257 | $51.8 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 6,988 | $53.1 萬 | <0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 8,478 | $53.8 萬 | <0.1% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 5,890 | $54.8 萬 | <0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 4,117 | $55.0 萬 | <0.1% | – | – | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 57,308 | $55.7 萬 | <0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 7,678 | $56.8 萬 | <0.1% | – | – | – |
| ADSKAutodesk, Inc. | COM | 2,069 | $57.3 萬 | <0.1% | – | – | 歷史 |
| ROICRetail Opportunity Investments Corp | COM | 36,093 | $57.3 萬 | <0.1% | – | – | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 62,104 | $58.9 萬 | <0.1% | – | – | 歷史 |
| VTAInvesco Dynamic Credit Opportunities Fund | COM | 51,934 | $59.0 萬 | <0.1% | – | – | 歷史 |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 24,247 | $59.1 萬 | <0.1% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 9,557 | $59.6 萬 | <0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 2,499 | $59.7 萬 | <0.1% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 1,876 | $60.3 萬 | <0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,688 | $62.0 萬 | <0.1% | – | – | – |
| OCSLOaktree Specialty Lending Corp | COM | 100,049 | $62.1 萬 | <0.1% | – | – | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 6,112 | $62.8 萬 | <0.1% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 13,513 | $63.9 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 9,203 | $64.6 萬 | <0.1% | – | – | 歷史 |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 11,600 | $65.1 萬 | <0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 7,246 | $65.4 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,343 | $69.1 萬 | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 11,970 | $70.1 萬 | <0.1% | – | – | 歷史 |
| Liberty Media Acquisition Corp53073L203 | UNIT 01/22/2026 | 65,500 | $70.2 萬 | <0.1% | – | – | – |
| LKQLKQ Corp | COM | 16,804 | $71.1 萬 | <0.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,477 | $71.2 萬 | <0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 5,389 | $71.8 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,385 | $71.9 萬 | <0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 8,681 | $74.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,889 | $74.3 萬 | <0.1% | – | – | – |
| STAGSTAG Industrial, Inc. | COM | 22,599 | $76.0 萬 | <0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 23,648 | $80.5 萬 | <0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 5,938 | $80.7 萬 | <0.1% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 16,518 | $80.7 萬 | <0.1% | – | – | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 1,624 | $80.9 萬 | <0.1% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 7,526 | $81.4 萬 | <0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,138 | $82.0 萬 | <0.1% | – | – | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 33,973 | $84.0 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46429B366 | CMBS ETF | 15,643 | $84.3 萬 | <0.1% | – | – | – |
| DOCUDocuSign, Inc. | Stock | 4,223 | $85.5 萬 | <0.1% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3,328 | $86.9 萬 | <0.1% | – | – | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 18,876 | $87.0 萬 | <0.1% | – | – | 歷史 |
| EQCEQC Liquidating Trust | COM SH BEN INT | 31,280 | $87.0 萬 | <0.1% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 35,299 | $88.5 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,937 | $90.0 萬 | <0.1% | – | – | – |
| LULUlululemon athletica inc. | Stock | 2,962 | $90.8 萬 | <0.1% | – | – | 歷史 |