HoldingsChannel.com
First Foundation Advisors Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Microsoft Corp 1,256,078 +16,112 $174,632
     MSFT1,256,078+16,112$174,632
Facebook Inc 777,965 +10,615 $138,540
     FB777,965+10,615$138,540
Alphabet Inc Class C 64,817 +2,333 $79,013
     GOOG64,817+2,333$79,013
iShares Gold Trust (IAU) 5,567,416 +5,567,416 $78,501
     IAU5,567,416+5,567,416$78,501
Vereit Inc 7,845,016 +195,912 $76,724
     VER7,845,016+195,912$76,724
Berkshire Hathaway Inc Cl B      $65,005
     BRK.B291,509+17,072$60,639
     BRK.A14UNCH$4,366
Walt Disney Co 376,857 -4,802 $49,112
     DIS376,857-4,802$49,112
Amazon.com Inc 23,774 +948 $41,270
     AMZN23,774+948$41,270
Gaming & Leisure Properties 980,525 -6,800 $37,495
     GLPI980,525-6,800$37,495
United Parcel Service Inc 312,145 -114,446 $37,401
     UPS312,145-114,446$37,401
Mastercard Inc 121,143 +11,859 $32,899
     MA121,143+11,859$32,899
Medtronic PLC 289,032 -3,361 $31,395
     MDT289,032-3,361$31,395
Pfizer Inc 781,428 +16,546 $28,077
     PFE781,428+16,546$28,077
Lowe s Companies Inc 222,048 +20,179 $24,416
     LOW222,048+20,179$24,416
JPMorgan Chase & Co 203,021 -88,606 $23,894
     JPM203,021-88,606$23,894
Retail Opportunity Investments 1,184,971 -62,450 $21,602
     ROIC1,184,971-62,450$21,602
IQVIA Holdings Inc 143,587 +8,222 $21,449
     IQV143,587+8,222$21,449
BlackRock Inc 48,057 +1,161 $21,416
     BLK48,057+1,161$21,416
Martin Marietta Materials Inc 77,800 +161 $21,325
     MLM77,800+161$21,325
Philip Morris International In 273,955 -130 $20,801
     PM273,955-130$20,801
Goldman Sachs Group Inc 94,916 +1,204 $19,669
     GS94,916+1,204$19,669
O Reilly Automotive Inc 47,609 +1,494 $18,973
     ORLY47,609+1,494$18,973
Johnson & Johnson 146,297 -23,372 $18,928
     JNJ146,297-23,372$18,928
Brookfield Asset Management In 348,143 +4,914 $18,482
     BAM348,143+4,914$18,482
Visa Inc 101,046 +5,613 $17,381
     V101,046+5,613$17,381
DuPont de Nemours Inc 240,915 +40,038 $17,180
     DD240,915+40,038$17,180
Booking Holdings Inc 8,642 +740 $16,961
     BKNG8,642+740$16,961
Liberty Broadband Corp Com Cl 161,330 -1,309 $16,886
     LBRDK161,330-1,309$16,886
Sony Corp ADR 274,166 -2,514 $16,212
     SNE274,166-2,514$16,212
Apple Inc 70,703 +2,423 $15,835
     AAPL70,703+2,423$15,835
Unilever PLC 263,229 +2,246 $15,820
     UL263,229+2,246$15,820
Anheuser Busch InBev NV ADR 164,764 -4,055 $15,677
     BUD164,764-4,055$15,677
Linde PLC 79,308 -4 $15,364
     LIN79,308-4$15,364
Ball Corp 210,991 -1,320 $15,362
     BLL210,991-1,320$15,362
Starwood Property Trust Inc 628,876 +1,207 $15,231
     STWD628,876+1,207$15,231
Rexford Industrial Realty Inc 336,136 -14,295 $14,797
     REXR336,136-14,295$14,797
Kayne Anderson MLP Midstream I 954,584 +154,170 $13,803
     KYN954,584+154,170$13,803
SPDR S&P 500 ETF Unit Trust (SPY) 46,121 +6,567 $13,687
     SPY46,121+6,567$13,687
Lennar Corp Cl B      $13,525
     LEN.B304,815-3,351$13,525
PIMCO Energy & Tactical Credit 763,620 +209,528 $13,371
     NRGX763,620+209,528$13,371
QUALCOMM Inc 174,391 +3,471 $13,303
     QCOM174,391+3,471$13,303
iShares S&P 500 Index Fund (IVV) 41,445 +657 $12,372
     IVV41,445+657$12,372
CenturyLink Inc 972,269 -263,555 $12,134
     CTL972,269-263,555$12,134
AmerisourceBergen Corp 146,618 +74,175 $12,071
     ABC146,618+74,175$12,071
Southwest Airlines Co 218,097 +213,644 $11,779
     LUV218,097+213,644$11,779
Texas Instruments Inc 89,673 -3,645 $11,589
     TXN89,673-3,645$11,589
iShares Core U.S. Aggregate Bo (AGG) 92,767 +84,219 $10,498
     AGG92,767+84,219$10,498
Fox Corp 310,668 +310,668 $9,797
     FOXA310,668+310,668$9,797
Enbridge Inc 274,699 +38,817 $9,636
     ENB274,699+38,817$9,636
Occidental Petroleum Corp 214,998 -21,865 $9,561
     OXY214,998-21,865$9,561

See Full List: All Stocks Held By First Foundation Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By First Foundation Advisors

Size ($ in 1000's)
At 09/30/2019: $1,873,194
At 06/30/2019: $1,785,861

Combined Holding Report Includes:
FIRST FOUNDATION ADVISORS
HIGHLAND CAPITAL MANAGEMENT LP

First Foundation Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Foundation Advisors 13F filings. Link to 13F filings: SEC filings

First Foundation Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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