FIRST FOUNDATION ADVISORS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, FIRST FOUNDATION ADVISORS held in its portfolio 336 assets valued at $2,653,923,533 (i.e. $2.65B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($483.43M), ISHARES TR ($197.87M), and ALPHABET INC ($122.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 336 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FIRST FOUNDATION ADVISORS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 999611 | 483431868 | COM |
| ISHARES TR | 288891 | 197872754 | CORE S&P500 ETF |
| ALPHABET INC | 391289 | 122786491 | CAP STK CL C |
| ISHARES TR | 1046630 | 93631542 | CORE MSCI EAFE |
| J P MORGAN EXCHANGE TRADED F | 1511059 | 86493007 | EQUITY PREMIUM |
| VANECK ETF TRUST | 760526 | 78760025 | MRNGSTR WDE MOAT |
| APPLE INC | 282922 | 76915283 | COM |
| AMAZON COM INC | 290947 | 67156386 | COM |
| GOLDMAN SACHS ETF TR | 467341 | 61861986 | ACTIVEBETA US LG |
| BERKSHIRE HATHAWAY INC DEL | 105866 | 53213294 | CL B NEW |
| ISHARES TR | 518013 | 49869140 | RUS MID CAP ETF |
| ISHARES INC | 647117 | 43499204 | CORE MSCI EMKT |
| GOLDMAN SACHS ETF TR | 1009773 | 43359673 | ACTIVEBETA INT |
| ADVANCED MICRO DEVICES INC | 182275 | 39036014 | COM |
| GOLDMAN SACHS ETF TR | 488940 | 36978553 | ACTIVEBETA US |
| NVIDIA CORPORATION | 192636 | 35926629 | COM |
| INVESCO EXCHANGE TRADED FD T | 775511 | 35588190 | RAFI US 1500 |
| JPMORGAN CHASE & CO. | 99054 | 31917004 | COM |
| ISHARES TR | 129460 | 31867971 | RUSSELL 2000 ETF |
| ISHARES GOLD TR | 341898 | 27751861 | ISHARES NEW |
| AMPHENOL CORP NEW | 173720 | 23476569 | CL A |
| ISHARES TR | 48262 | 22842241 | RUS 1000 GRW ETF |
| ISHARES TR | 367283 | 21104070 | CALIF MUN BD ETF |
| MASTERCARD INCORPORATED | 34664 | 19788764 | CL A |
| SCHWAB CHARLES CORP | 192836 | 19266249 | COM |
| J P MORGAN EXCHANGE TRADED F | 409393 | 19122763 | REALTY INCOME ET |
| UBER TECHNOLOGIES INC | 230687 | 18849394 | COM |
| UNITED PARCEL SERVICE INC | 176113 | 17468692 | CL B |
| INVESCO EXCHANGE TRADED FD T | 84492 | 16185290 | S&P500 EQL WGT |
| GOLDMAN SACHS ETF TR | 371624 | 15466977 | ACTIVEBETA EME |
| ISHARES TR | 149292 | 14911296 | CORE US AGGBD ET |
| PHILIP MORRIS INTL INC | 92059 | 14766308 | COM |
| CENCORA INC | 42954 | 14507549 | COM |
| META PLATFORMS INC | 21617 | 14269265 | CL A |
| ISHARES TR | 92075 | 13690612 | CORE S&P TTL STK |
| WISDOMTREE TR | 310135 | 13661421 | YIELD ENHANCD US |
| SSGA ACTIVE ETF TR | 329256 | 13588408 | STATE STREET BLA |
| COSTCO WHSL CORP NEW | 14425 | 12439597 | COM |
| GLOBAL X FDS | 299408 | 12164951 | S&P 500 COVERED |
| ISHARES TR | 126295 | 12144571 | 7-10 YR TRSY BD |
| ALPHABET INC | 38742 | 12126185 | CAP STK CL A |
| QUALCOMM INC | 67376 | 11524631 | COM |
| ASTRAZENECA PLC | 123927 | 11392647 | SPONSORED ADR |
| SSGA ACTIVE ETF TR | 226828 | 11216654 | STATE STREET GLO |
| SUNCOR ENERGY INC NEW | 249971 | 11088714 | COM |
| SPDR S&P 500 ETF TR | 16041 | 10938788 | TR UNIT |
| LOWES COS INC | 44121 | 10640212 | COM |
| ISHARES TR | 52776 | 10482282 | MSCI USA QLT FCT |
| LISTED FDS TR | 224344 | 9974328 | HORIZON KINETICS |
| JOHNSON & JOHNSON | 45752 | 9468434 | COM |
| CANADIAN PACIFIC KANSAS CITY | 127428 | 9382489 | COM |
| DISNEY WALT CO | 78774 | 8962113 | COM |
| ISHARES TR | 65241 | 8934059 | RUS MD CP GR ETF |
| APPLIED MATLS INC | 34653 | 8905455 | COM |
| PROLOGIS INC. | 65768 | 8396002 | COM |
| INVESCO EXCH TRADED FD TR II | 328941 | 7947223 | CALIF AMT MUN |
| BROOKFIELD CORP | 169478 | 7777358 | CL A LTD VT SH |
| CME GROUP INC | 27771 | 7583686 | COM |
| ISHARES TR | 61316 | 7557810 | S&P 500 GRWT ETF |
| APPLOVIN CORP | 10934 | 7367548 | COM CL A |
| MEDPACE HLDGS INC | 13021 | 7313244 | COM |
| ISHARES TR | 71577 | 7184930 | 0-3 MNTH TREASRY |
| ISHARES TR | 64455 | 7102296 | IBOXX INV CP ETF |
| VANECK ETF TRUST | 307757 | 7050709 | SHRT HGH YLD MUN |
| CHEVRON CORP NEW | 45529 | 6939014 | COM |
| ASML HOLDING N V | 6483 | 6935902 | N Y REGISTRY SHS |
| ELI LILLY & CO | 6328 | 6801039 | COM |
| BROADCOM INC | 17913 | 6199536 | COM |
| VISA INC | 16989 | 5958055 | COM CL A |
| EXXON MOBIL CORP | 48077 | 5785588 | COM |
| MONOLITHIC PWR SYS INC | 6379 | 5782047 | COM |
| WALMART INC | 50035 | 5574413 | COM |
| TEXAS INSTRS INC | 31667 | 5493968 | COM |
| ISHARES TR | 79124 | 5492787 | CORE DIV GRWTH |
| NEXTERA ENERGY INC | 67470 | 5416485 | COM |
| ISHARES TR | 56230 | 5399767 | MSCI EAFE ETF |
| ADOBE INC | 14821 | 5187202 | COM |
| FORTINET INC | 63446 | 5038247 | COM |
| ARISTA NETWORKS INC | 38317 | 5020677 | COM SHS |
| BOOKING HOLDINGS INC | 936 | 5013444 | COM |
| CINTAS CORP | 26542 | 4991730 | COM |
| INTUIT | 7521 | 4982326 | COM |
| ISHARES TR | 76571 | 4977881 | CORE 60/40 BALAN |
| BARCLAYS BANK PLC | 131370 | 4940826 | DJUBS CMDT ETN36 |
| IDEXX LABS INC | 7287 | 4929874 | COM |
| COLUMBIA ETF TR II | 127547 | 4892698 | EM CORE EX ETF |
| ENTERPRISE PRODS PARTNERS L | 150062 | 4810972 | COM |
| SERVICENOW INC | 31039 | 4754864 | COM |
| HOME DEPOT INC | 13375 | 4602419 | COM |
| VEEVA SYS INC | 20224 | 4514604 | CL A COM |
| SCHWAB STRATEGIC TR | 164561 | 4428345 | US LRG CAP ETF |
| MERCADOLIBRE INC | 2178 | 4387059 | COM |
| ISHARES TR | 20439 | 4334498 | S&P 500 VAL ETF |
| LINDE PLC | 10162 | 4332985 | SHS |
| ISHARES TR | 88110 | 4004617 | MSCI INTL QUALTY |
| ACCENTURE PLC IRELAND | 14820 | 3976206 | SHS CLASS A |
| INVESCO QQQ TR | 6361 | 3907888 | UNIT SER 1 |
| ISHARES TR | 35608 | 3813973 | NATIONAL MUN ETF |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| ISHARES TR | 51439 | 3673259 | EAFE VALUE ETF |
| LABCORP HOLDINGS INC | 14615 | 3666570 | COM SHS |
| AON PLC | 9878 | 3485847 | SHS CL A |
| MSCI INC | 6023 | 3455512 | COM |
| BURFORD CAP LTD | 379873 | 3388467 | ORD SHS |
| VANGUARD INDEX FDS | 37795 | 3344462 | REAL ESTATE ETF |
| UNITEDHEALTH GROUP INC | 10051 | 3317789 | COM |
| ISHARES TR | 29018 | 3305731 | EAFE GRWTH ETF |
| DECKERS OUTDOOR CORP | 31870 | 3303962 | COM |
| PROCTER AND GAMBLE CO | 22948 | 3288721 | COM |
| TESLA INC | 6943 | 3122406 | COM |
| PAYCOM SOFTWARE INC | 19272 | 3071169 | COM |
| ALPS ETF TR | 117325 | 3058663 | SMITH CORE PLUS |
| REXFORD INDL RLTY INC | 77454 | 2999024 | COM |
| PFIZER INC | 120327 | 2996152 | COM |
| JOINT CORP | 339118 | 2957109 | COM |
| ISHARES TR | 9128 | 2948435 | RUS 2000 GRW ETF |
| ORACLE CORP | 14523 | 2830619 | COM |
| GILEAD SCIENCES INC | 22029 | 2703839 | COM |
| ISHARES TR | 14491 | 2625977 | RUS 2000 VAL ETF |
| KINSALE CAP GROUP INC | 6534 | 2555581 | COM |
| REALTY INCOME CORP | 44929 | 2532620 | COM |
| ISHARES TR | 45756 | 2503311 | MSCI EMG MKT ETF |
| FLEXSHARES TR | 30860 | 2493797 | QUALT DIVD IDX |
| ISHARES TR | 17656 | 2490379 | RUS MDCP VAL ETF |
| CISCO SYS INC | 31804 | 2449879 | COM |
| BROOKFIELD INFRAST PARTNERS | 69402 | 2411025 | LP INT UNIT |
| COPART INC | 61301 | 2399935 | COM |
| JANUS DETROIT STR TR | 46945 | 2374461 | HENDRSON AAA CL |
| REGENERON PHARMACEUTICALS | 3049 | 2353432 | COM |
| J P MORGAN EXCHANGE TRADED F | 44653 | 2258995 | ULTRA SHRT ETF |
| RTX CORPORATION | 12263 | 2249059 | COM |
| DANAHER CORPORATION | 9819 | 2247865 | COM |
| ABBVIE INC | 9830 | 2246105 | COM |
| GE AEROSPACE | 6883 | 2120214 | COM NEW |
| CATERPILLAR INC | 3608 | 2067112 | COM |
| INVESCO EXCH TRADED FD TR II | 88495 | 2052203 | NATL AMT MUNI |
| T ROWE PRICE ETF INC | 39140 | 1951520 | PRICE BLUE CHIP |
| LIBERTY MEDIA CORP DEL | 21748 | 1943837 | COM LBTY ONE S A |
| PIMCO CALIF MUN INCOME FD | 209176 | 1826106 | COM |
| VANGUARD SCOTTSDALE FDS | 20829 | 1744429 | INT-TERM CORP |
| VANGUARD INDEX FDS | 2709 | 1698754 | S&P 500 ETF SHS |
| KONINKLIJKE PHILIPS N V | 62408 | 1690009 | NY REGIS SHS NEW |
| VANGUARD INDEX FDS | 4978 | 1668828 | TOTAL STK MKT |
| VANECK ETF TRUST | 45767 | 1656765 | MORNINGSTAR SMID |
| TJX COS INC NEW | 10509 | 1614287 | COM |
| PEPSICO INC | 10868 | 1559816 | COM |
| MERCK & CO INC | 14699 | 1547250 | COM |
| BLOOM ENERGY CORP | 17500 | 1520575 | COM CL A |
| ISHARES SILVER TR | 22855 | 1472319 | ISHARES |
| ISHARES TR | 27065 | 1448248 | NEW YORK MUN ETF |
| SPDR GOLD TR | 3564 | 1412449 | GOLD SHS |
| AMERICAN EXPRESS CO | 3812 | 1410263 | COM |
| VANECK ETF TRUST | 37744 | 1384450 | MRNGSTR INT MOAT |
| ABBOTT LABS | 11048 | 1384216 | COM |
| COSTAR GROUP INC | 20535 | 1380773 | COM |
| CONSTELLATION ENERGY CORP | 3832 | 1353731 | COM |
| INTERNATIONAL BUSINESS MACHS | 4527 | 1341059 | COM |
| GOLDMAN SACHS GROUP INC | 1522 | 1337481 | COM |
| BLACKROCK INC | 1175 | 1257655 | COM |
| STARBUCKS CORP | 14920 | 1256436 | COM |
| ISHARES TR | 19019 | 1255252 | CORE S&P MCP ETF |
| ROCKWELL AUTOMATION INC | 3195 | 1243202 | COM |
| TANDY LEATHER FACTORY INC | 449493 | 1231611 | COM |
| PHILLIPS EDISON & CO INC | 34493 | 1226916 | COMMON STOCK |
| ISHARES TR | 17294 | 1200723 | U S EQUITY FACTR |
| BANK AMERICA CORP | 21715 | 1194334 | COM |
| AT&T INC | 46534 | 1155907 | COM |
| ISHARES TR | 5177 | 1088845 | RUS 1000 VAL ETF |
| NUVEEN CALIFORNIA MUNI VLU F | 121244 | 1085134 | COM STK |
| ISHARES BITCOIN TRUST ETF | 21788 | 1081774 | SHS BEN INT |
| TORTOISE ENERGY INFRA CORP | 25952 | 1061437 | COM |
| SSGA ACTIVE ETF TR | 26036 | 1047949 | STATE STREET DOU |
| MORGAN STANLEY | 5891 | 1045880 | COM NEW |
| PARKER-HANNIFIN CORP | 1161 | 1020473 | COM |
| BOEING CO | 4686 | 1017425 | COM |
| PALANTIR TECHNOLOGIES INC | 5682 | 1009975 | CL A |
| MCDONALDS CORP | 3241 | 990637 | COM |
| AMGEN INC | 2998 | 981172 | COM |
| COLUMBIA ETF TR I | 52404 | 961878 | DIVERSIFID FXD |
| HONEYWELL INTL INC | 4924 | 960533 | COM |
| ISHARES TR | 7984 | 959560 | CORE S&P SCP ETF |
| EDWARDS LIFESCIENCES CORP | 11141 | 949770 | COM |
| NETFLIX INC | 10070 | 944164 | COM |
| ISHARES TR | 42470 | 941982 | MORTGE REL ETF |
| GE VERNOVA INC | 1434 | 937253 | COM |
| WELLS FARGO CO NEW | 773 | 936876 | PERP PFD CNV A |
| CAPITAL ONE FINL CORP | 3617 | 876536 | COM |
| SELECT SECTOR SPDR TR | 5284 | 819610 | STATE STREET IND |
| SPDR SERIES TRUST | 3951 | 789695 | STATE STREET SPD |
| BANK NEW YORK MELLON CORP | 6746 | 783143 | COM |
| COCA COLA CO | 10975 | 767285 | COM |
| ISHARES TR | 9175 | 759855 | 1 3 YR TREAS BD |
| PIMCO ETF TR | 8094 | 753390 | ACTIVE BD ETF |
| SELECT SECTOR SPDR TR | 5226 | 752388 | STATE STREET TEC |
| SALESFORCE INC | 2786 | 738042 | COM |
| VERIZON COMMUNICATIONS INC | 17949 | 731081 | COM |
| BANK AMERICA CORP | 577 | 722404 | 7.25%CNV PFD L |
| CITIGROUP INC | 6042 | 704985 | COM NEW |
| ISHARES TR | 3278 | 703765 | US AER DEF ETF |
| WELLS FARGO CO NEW | 7549 | 703583 | COM |
| LOCKHEED MARTIN CORP | 1438 | 695494 | COM |
| J P MORGAN EXCHANGE TRADED F | 11781 | 684720 | NASDAQ EQT PREM |
| WASTE MGMT INC DEL | 3047 | 669388 | COM |
| PIMCO DYNAMIC INCOME STRATEG | 35179 | 660671 | COM SHS BEN INT |
| PACCAR INC | 6000 | 657060 | COM |
| THERMO FISHER SCIENTIFIC INC | 1132 | 655937 | COM |
| EMERSON ELEC CO | 4928 | 654044 | COM |
| S&P GLOBAL INC | 1228 | 641898 | COM |
| ULTA BEAUTY INC | 1058 | 640101 | COM |
| CROWDSTRIKE HLDGS INC | 1360 | 637514 | CL A |
| QNITY ELECTRONICS INC | 7666 | 625929 | COMMON STOCK |
| ISHARES U S ETF TR | 12647 | 616541 | BLOOMBERG ROLL |
| DUPONT DE NEMOURS INC | 15159 | 609392 | COM |
| STRATEGY INC | 3992 | 606584 | CL A NEW |
| ISHARES TR | 2400 | 600744 | MSCI USA MMENTM |
| SELECT SECTOR SPDR TR | 10832 | 593247 | STATE STREET FIN |
| SOUTHERN CO | 6786 | 591753 | COM |
| INVESCO EXCHANGE TRADED FD T | 7789 | 584564 | S&P500 QUALITY |
| DELTA AIR LINES INC DEL | 8383 | 581780 | COM NEW |
| NATURAL RESOURCE PARTNERS L | 5541 | 578480 | COM UNIT LTD PAR |
| ISHARES TR | 9290 | 577374 | U.S. MED DVC ETF |
| SHERWIN WILLIAMS CO | 1773 | 574505 | COM |
| ALEXANDRIA REAL ESTATE EQ IN | 11444 | 560069 | COM |
| VANGUARD TAX-MANAGED FDS | 8935 | 558169 | VAN FTSE DEV MKT |
| VANGUARD SPECIALIZED FUNDS | 2531 | 556263 | DIV APP ETF |
| DEERE & CO | 1168 | 543903 | COM |
| INVESCO EXCHANGE TRADED FD T | 6822 | 537983 | SEMICONDUCTORS |
| ISHARES TR | 3773 | 525749 | ESG OPTIMIZED |
| MCKESSON CORP | 640 | 524986 | COM |
| NUVEEN CA QUALTY MUN INCOME | 44125 | 521116 | COM |
| VANGUARD INDEX FDS | 1047 | 510789 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 13388 | 509146 | US HIGH PROFITAB |
| VANGUARD INTL EQUITY INDEX F | 3551 | 500904 | TT WRLD ST ETF |
| AGNC INVT CORP | 45946 | 492541 | COM |
| RIVERNORTH DOUBLELINE STRATE | 61339 | 487645 | COM |
| DOW INC | 20728 | 484612 | COM |
| SHOPIFY INC | 3000 | 482910 | CL A SUB VTG SHS |
| LAM RESEARCH CORP | 2755 | 471602 | COM NEW |
| BUSINESS FIRST BANCSHARES IN | 17966 | 469631 | COM |
| SCHWAB STRATEGIC TR | 17098 | 468985 | US DIVIDEND EQ |
| XCEL ENERGY INC | 6250 | 461625 | COM |
| VANGUARD WHITEHALL FDS | 3193 | 458259 | HIGH DIV YLD |
| WILLIAMS COS INC | 7528 | 452483 | COM |
| ISHARES TR | 6021 | 450852 | US SML CAP EQT |
| BROWN FORMAN CORP | 17263 | 449874 | CL B |
| INTUITIVE SURGICAL INC | 794 | 449690 | COM NEW |
| MICRON TECHNOLOGY INC | 1544 | 440673 | COM |
| EXELON CORP | 10092 | 439910 | COM |
| SEMPRA | 4943 | 436450 | COM |
| BRITISH AMERN TOB PLC | 7565 | 428330 | SPONSORED ADR |
| INTEL CORP | 11600 | 428055 | COM |
| REPUBLIC SVCS INC | 1997 | 423224 | COM |
| PIMCO DYNAMIC INCOME FD | 23883 | 422968 | SHS |
| ISHARES TR | 3233 | 416502 | ESG MSCI KLD 400 |
| MOLINA HEALTHCARE INC | 2323 | 403133 | COM |
| ZOETIS INC | 3184 | 400663 | CL A |
| ISHARES TR | 7850 | 376345 | US HLTHCR PR ETF |
| VANGUARD SCOTTSDALE FDS | 4571 | 364446 | SHRT TRM CORP BD |
| WELLTOWER INC | 1963 | 364360 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 5211 | 361174 | ROBO GLB ETF |
| SCHOLASTIC CORP | 12111 | 358849 | COM |
| J P MORGAN EXCHANGE TRADED F | 6817 | 347258 | ULTRA SHT MUNCPL |
| UNION PAC CORP | 1501 | 347227 | COM |
| PIMCO DYNAMIC INCOME OPRNTS | 24928 | 345004 | COM BEN SHS |
| ECOLAB INC | 1282 | 336550 | COM |
| KINDER MORGAN INC DEL | 12240 | 336478 | COM |
| TARGET CORP | 3440 | 336260 | COM |
| ISHARES TR | 3162 | 334192 | EXPANDED TECH |
| YUM BRANDS INC | 2187 | 330805 | COM |
| PUBLIC STORAGE OPER CO | 1268 | 329046 | COM |
| SCHWAB STRATEGIC TR | 13616 | 327328 | INTL EQTY ETF |
| FIDELITY COVINGTON TRUST | 1440 | 323525 | MSCI INFO TECH I |
| CAPITOL SER TR | 10729 | 321538 | FAIRLEAD TACTICA |
| COMCAST CORP NEW | 10689 | 319485 | CL A |
| PIMCO ETF TR | 11939 | 318533 | MULTISECTOR BD |
| ALPS ETF TR | 6771 | 318367 | ALERIAN MLP |
| ENTERPRISE FINL SVCS CORP | 5870 | 316980 | COM |
| FASTENAL CO | 7682 | 308279 | COM |
| ISHARES TR | 2332 | 300607 | U.S. FINLS ETF |
| ISHARES TR | 873 | 299413 | S&P 100 ETF |
| VIRTUS ETF TR II | 7047 | 295981 | VIRTUS US QLTY |
| FIRSTENERGY CORP | 6591 | 295079 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 944 | 286872 | SPONSORED ADS |
| NIKE INC | 4479 | 285357 | CL B |
| MEDTRONIC PLC | 2942 | 282609 | SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 1001 | 275665 | ORD SHS |
| SYSCO CORP | 3709 | 273316 | COM |
| SCHWAB STRATEGIC TR | 9595 | 273265 | US SML CAP ETF |
| TRANE TECHNOLOGIES PLC | 697 | 271272 | SHS |
| AMERICA MOVIL SAB DE CV | 13095 | 270674 | SPON ADS RP CL B |
| AUTOMATIC DATA PROCESSING IN | 1052 | 270606 | COM |
| INVESCO EXCH TRADED FD TR II | 5508 | 264405 | S&P500 HDL VOL |
| VANGUARD INTL EQUITY INDEX F | 4834 | 259876 | FTSE EMR MKT ETF |
| ELEVANCE HEALTH INC FORMERLY | 740 | 259407 | COM |
| SONY GROUP CORP | 10120 | 259072 | SPONSORED ADR |
| CHUBB LIMITED | 829 | 258748 | COM |
| WEC ENERGY GROUP INC | 2453 | 258694 | COM |
| APPFOLIO INC | 1098 | 255450 | COM CL A |
| FIDELITY COVINGTON TRUST | 4500 | 255105 | HIGH DIVID ETF |
| DIMENSIONAL ETF TRUST | 6430 | 254564 | US CORE EQUITY 2 |
| WESTERN DIGITAL CORP | 1477 | 254443 | COM |
| EATON CORP PLC | 797 | 253852 | SHS |
| GENERAL MTRS CO | 3002 | 244126 | COM |
| ALTRIA GROUP INC | 4210 | 242732 | COM |
| SHELL PLC | 3284 | 241337 | SPON ADS |
| BLACKSTONE INC | 1560 | 240458 | COM |
| DIMENSIONAL ETF TRUST | 3444 | 239943 | US SMALL CAP ETF |
| ISHARES TR | 5138 | 239123 | CORE UNIVRSL USD |
| ISHARES TR | 5463 | 234199 | 0-5YR HI YL CP |
| VERTEX PHARMACEUTICALS INC | 515 | 233480 | COM |
| DOUBLELINE INCOME SOLUTIONS | 20553 | 231632 | COM |
| SCHWAB STRATEGIC TR | 7331 | 231000 | FUNDAMENTAL US S |
| IONQ INC | 5025 | 225472 | COM |
| LENNAR CORP | 2366 | 225054 | CL B |
| ISHARES TR | 1734 | 223963 | EXPND TEC SC ETF |
| MONDELEZ INTL INC | 4124 | 221995 | CL A |
| SPDR S&P MIDCAP 400 ETF TR | 363 | 218991 | UTSER1 S&PDCRP |
| MARRIOTT INTL INC NEW | 702 | 217788 | CL A |
| NORTHROP GRUMMAN CORP | 360 | 205345 | COM |
| SCHWAB STRATEGIC TR | 6903 | 204398 | US LCAP VA ETF |
| NORFOLK SOUTHN CORP | 704 | 203259 | COM |
| TRAVELERS COMPANIES INC | 698 | 202462 | COM |
| UNITY SOFTWARE INC | 4578 | 202210 | COM |
| STRYKER CORPORATION | 575 | 202096 | COM |
| INNOVATOR ETFS TRUST | 6830 | 201963 | GROWTH 100 PWR B |
| BLACKROCK MUNIHLDNGS CALI QL | 17946 | 190228 | COM |
| EATON VANCE LIMITED DURATION | 18611 | 184435 | COM |
| READY CAPITAL CORP | 79677 | 173697 | COM |
| KAYNE ANDERSON ENERGY INFRST | 12605 | 156050 | COM |
| PIMCO INCOME STRATEGY FD II | 19533 | 146495 | COM |
| BLACKROCK CALIF MUN INCOME T | 10126 | 108750 | SH BEN INT |
| TCW STRATEGIC INCOME FD INC | 20202 | 99798 | COM |
| EAGLE POINT CREDIT COMPANY I | 13920 | 80178 | COM |
| NUVEEN CR STRATEGIES INCOME | 12000 | 60240 | COM SHS |
| HIGH TIDE INC | 12000 | 31800 | COM NEW |
| CLEAR CHANNEL OUTDOOR HLDGS | 10000 | 22100 | COM |
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