Avoid Fraud, Get The Facts, And Find The Best
Legal Name: FIRST FOUNDATION ADVISORS
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
BlackRock, Inc. (09247X101)
|
46,896 |
$22,008k |
|
|
Ball Corp. (058498106)
|
212,311 |
$14,860k |
|
|
Booking Holdings, Inc. (09857L108)
|
7,902 |
$14,814k |
|
|
Apple Inc (037833100)
|
68,280 |
$13,514k |
|
|
ANTHEM INC (036752103)
|
36,245 |
$10,229k |
|
|
ABC (03073E105)
|
72,443 |
$6,177k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
14 |
$4,457k |
|
|
BLACKROCK FLOAT RATE OME STR (09255X100)
|
325,466 |
$4,176k |
|
|
BLACKROCK LTD DURATION INC T (09249W101)
|
270,548 |
$4,058k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
16,870 |
$3,596k |
|
|
BLACKROCK MULTI-SECTOR INC T (09258A107)
|
188,091 |
$3,282k |
|
|
BLACKROCK CR. ALLOC (092508100)
|
248,844 |
$3,228k |
|
|
BLACKROCK CORE BD TR (09249E101)
|
221,215 |
$3,110k |
|
|
BLACKROCK MUNIHLDNGS CALI QL (09254L107)
|
225,102 |
$3,073k |
|
|
Alphabet Inc (02079K107)
|
2,746 |
$2,968k |
|
|
ALEXANDRIA REAL ESTATE EQ IN (015271109)
|
20,032 |
$2,826k |
|
|
BAXTER INTL INC (071813109)
|
30,063 |
$2,462k |
|
|
ALEXANDRIA REAL ESTATE EQ IN (015271505)
|
61,178 |
$2,332k |
|
|
ANALOG DEVICES INC (032654105)
|
17,960 |
$2,027k |
|
|
Baidu Inc (056752108)
|
17,047 |
$2,001k |
|
|
BLACKROCK CALIF MUN INCOME T (09248E102)
|
146,681 |
$1,944k |
|
|
AT&T INC (00206R102)
|
55,505 |
$1,860k |
|
|
Blackrock Munyld Ca Ins (09254N103)
|
130,840 |
$1,858k |
|
|
Boeing Co/The (097023105)
|
5,024 |
$1,829k |
|
|
BRITISH AMER TOB PLC (110448107)
|
49,439 |
$1,724k |
|
|
BLACKROCK MUN 2030 TAR TERM (09257P105)
|
73,465 |
$1,707k |
|
|
BROADCOM INC (11135F101)
|
5,836 |
$1,680k |
|
|
Amazon.com Inc (023135106)
|
865 |
$1,638k |
|
|
Blackrock Taxable Municipal Bo (09248X100)
|
65,961 |
$1,565k |
|
|
BLACKROCK MUNIYIELD CALIF FD (09254M105)
|
104,326 |
$1,465k |
|
|
ARMSTRONG WORLD INDUSTRIES (04247X102)
|
14,434 |
$1,403k |
|
|
BANK AMER CORP (060505682)
|
1,015 |
$1,392k |
|
|
AXOS FINL INC (05465C100)
|
48,000 |
$1,308k |
|
|
BLOOM ENERGY CORP CL A COM (093712107)
|
104,266 |
$1,279k |
|
|
Bank of New York Mellon Corp. (064058100)
|
28,125 |
$1,242k |
|
|
BROOKFIELD INFR PRTR (G16252101)
|
27,500 |
$1,181k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
4,736 |
$875k |
|
|
BROOKFIELD PROPERTY (11282X103)
|
45,384 |
$857k |
|
|
ABBVIE INC (00287Y109)
|
11,124 |
$809k |
|
|
BROOKFIELD ASSET MGT (112585104)
|
16,520 |
$789k |
|
|
ALLERGAN PLC (G0177J108)
|
4,623 |
$774k |
|
|
Aptiv PLC (G6095L109)
|
9,306 |
$752k |
|
|
3M CO (88579Y101)
|
3,814 |
$661k |
|
|
ALPHABET INC (02079K305)
|
581 |
$629k |
|
|
AMGEN INC (031162100)
|
3,409 |
$628k |
|
|
ALTRIA GROUP INC (02209S103)
|
12,589 |
$596k |
|
|
AMERICAN FIN TR INC (02607T109)
|
51,606 |
$563k |
|
|
ABBOTT LABS (002824100)
|
6,660 |
$560k |
|
|
Bank of America Corp. (060505104)
|
15,472 |
$449k |
|
|
ANHEUSER BUSCH INBEV (03524A108)
|
4,785 |
$424k |
|
|
ACTIVISION BLIZZARD INC (00507V109)
|
6,940 |
$328k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,841 |
$312k |
|
|
AMERICAN WTR WKS CO (030420103)
|
2,270 |
$263k |
|
|
American Express Co. (025816109)
|
2,094 |
$258k |
|
|
Applied Materials, Inc. (038222105)
|
5,586 |
$251k |
|
|
BP PLC (055622104)
|
5,803 |
$242k |
|
|
BLACKSTONE GROUP (09253U108)
|
5,000 |
$222k |
|
|
BLACKROCK MUN 2020 TERM TR (09249X109)
|
14,145 |
$213k |
|
|
ANNALY CAP MGMT INC (035710409)
|
18,456 |
$169k |
|
|
BLACKROCK FL RT TR (091941104)
|
12,908 |
$160k |
|
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
24,213 |
$101k |
|
|
ALLIANZGI CONV & INCOME FD I (018825109)
|
11,760 |
$59k |
|
|
AK STEEL HOLDING CORP (001547108)
|
18,000 |
$43k |
|
|
AMREP CORP NEW (032159105)
|
4,516 |
$31k |
|
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