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 |
|---|---|---|---|---|---|---|---|
| Colony Cap Inc New19626G108 | CL A COM | 140,903 | $91.3 萬 | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 3,433 | $92.2 萬 | <0.1% | – | – | 歷史 |
| AWIArmstrong World Industries Inc | COM | 10,490 | $94.5 萬 | <0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 1,604 | $95.5 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,935 | $96.0 萬 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,481 | $96.2 萬 | <0.1% | – | – | 歷史 |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 32,258 | $97.2 萬 | <0.1% | – | – | 歷史 |
| ETXEaton Vance Municipal Income 2028 Term Trust | SHS | 44,631 | $97.6 萬 | <0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 2,869 | $97.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,950 | $98.6 萬 | <0.1% | – | – | – |
| KMFKayne Anderson NextGen Energy & Infrastructure, Inc. | COM | 148,198 | $98.7 萬 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 12,820 | $99.1 萬 | <0.1% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,060 | $100.9 萬 | <0.1% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,072 | $101.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 19,054 | $101.6 萬 | <0.1% | – | – | – |
| HEI.AHeico Corp | CL A | 8,988 | $102.1 萬 | <0.1% | – | – | 歷史 |
| Colony CR Real Estate Inc19625T101 | COM CL A | 121,465 | $103.4 萬 | <0.1% | – | – | – |
| ZBRAZebra Technologies Corp | CL A | 2,133 | $103.5 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,966 | $104.6 萬 | <0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,760 | $104.9 萬 | <0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,826 | $106.3 萬 | <0.1% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,112 | $109.1 萬 | <0.1% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 6,542 | $110.4 萬 | <0.1% | – | – | 歷史 |
| PCMPCM Fund, Inc. | COM | 97,182 | $111.4 萬 | <0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 4,844 | $112.3 萬 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 2,955 | $113.2 萬 | <0.1% | – | – | 歷史 |
| BITBlackRock Multi-Sector Income Trust | COM | 63,308 | $114.1 萬 | <0.1% | – | – | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 18,149 | $115.5 萬 | <0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 15,753 | $119.1 萬 | 0.1% | – | – | 歷史 |
| Nuveen Calif Select Tax Free67063R103 | SH BEN INT | 73,418 | $119.6 萬 | 0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 5,299 | $120.1 萬 | 0.1% | – | – | 歷史 |
| DLTRDollar Tree, Inc. | COM | 10,573 | $121.0 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,432 | $121.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,052 | $122.8 萬 | 0.1% | – | – | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 105,790 | $123.1 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,506 | $123.4 萬 | 0.1% | – | – | – |
| SYYSysco Corp | Stock | 15,909 | $125.3 萬 | 0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 6,813 | $125.6 萬 | 0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,724 | $127.4 萬 | 0.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,747 | $130.0 萬 | 0.1% | – | – | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 24,635 | $131.2 萬 | 0.1% | – | – | 歷史 |
| LBTYALiberty Global Ltd. | SHS CL A | 52,600 | $135.0 萬 | 0.1% | – | – | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 30,063 | $135.2 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 26,870 | $137.6 萬 | 0.1% | – | – | – |
| KEYSKeysight Technologies, Inc. | Stock | 9,627 | $138.1 萬 | 0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 16,442 | $138.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 54,597 | $139.1 萬 | 0.1% | – | – | – |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 215,236 | $139.9 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 10,595 | $140.8 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 24,229 | $140.9 萬 | 0.1% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 7,724 | $141.7 萬 | 0.1% | – | – | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 199,482 | $143.0 萬 | 0.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 8,447 | $145.4 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 28,645 | $151.0 萬 | 0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 11,797 | $152.2 萬 | 0.1% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 32,695 | $152.4 萬 | 0.1% | – | – | 歷史 |
| FRABlackRock Floating Rate Income Strategies Fund, Inc. | COM | 118,979 | $154.7 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 6,289 | $156.5 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,247 | $156.9 萬 | 0.1% | – | – | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 101,574 | $159.1 萬 | 0.1% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 5,594 | $162.7 萬 | 0.1% | – | – | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 11,674 | $164.8 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 43,208 | $167.2 萬 | 0.1% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 24,534 | $169.2 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 6,663 | $169.7 萬 | 0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 15,620 | $174.4 萬 | 0.1% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 15,336 | $177.9 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 3,748 | $178.2 萬 | 0.1% | – | – | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 49,300 | $178.4 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 32,507 | $181.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,786 | $182.2 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 60,236 | $182.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 9,183 | $182.7 萬 | 0.1% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 61,176 | $186.6 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 13,232 | $187.2 萬 | 0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 22,460 | $187.9 萬 | 0.1% | – | – | 歷史 |
| NBWNeuberger Berman California Municipal Fund Inc. | COM | 145,386 | $196.4 萬 | 0.1% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 40,801 | $196.7 萬 | 0.1% | – | – | – |
| HYBNew America High Income Fund Inc | COM NEW | 218,450 | $197.9 萬 | 0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 31,025 | $198.4 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 38,568 | $199.4 萬 | 0.1% | – | – | 歷史 |
| VCVInvesco California Value Municipal Income Trust | COM | 155,881 | $199.4 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 21,000 | $201.7 萬 | 0.1% | – | – | – |
| EIMEaton Vance Municipal Bond Fund | COM | 154,624 | $205.6 萬 | 0.1% | – | – | 歷史 |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 126,446 | $211.8 萬 | 0.1% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 65,611 | $216.8 萬 | 0.1% | – | – | – |
| PSAPublic Storage | COM | 8,948 | $220.8 萬 | 0.1% | – | – | 歷史 |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 143,378 | $221.5 萬 | 0.1% | – | – | 歷史 |
| MYCBlackRock Muniyield California Fund, Inc. | COM | 151,696 | $223.6 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 10,362 | $224.9 萬 | 0.1% | – | – | 歷史 |
| MCABlackRock Muniyield California Quality Fund, Inc. | COM | 156,273 | $230.2 萬 | 0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 45,101 | $232.0 萬 | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 45,432 | $232.4 萬 | 0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 14,394 | $236.4 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,769 | $237.2 萬 | 0.1% | – | – | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 187,853 | $237.3 萬 | 0.1% | – | – | 歷史 |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 113,008 | $238.7 萬 | 0.1% | – | – | – |
| ADIAnalog Devices Inc | Stock | 15,508 | $240.5 萬 | 0.1% | – | – | 歷史 |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 119,820 | $240.5 萬 | 0.1% | – | – | 歷史 |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 167,927 | $241.1 萬 | 0.1% | – | – | 歷史 |