First Foundation Advisors Purchases in Q2 2025

First Foundation Advisors

  • $2.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.51K
+ 1.54%
$498.8 - $620.9 $2.25M - $2.8M
297K $184M
NVDA
Nvidia Corp

Technology
1.81K
+ 0.89%
$94.31 - $157.99 $171K - $286K
205K $32.3M
IEFA
Ishares Tr

ETFs
21.4K
+ 2.15%
$67.83 - $84.09 $1.45M - $1.8M
1.02M $84.8M
XYLD
Global X Fds S&P 500 Covered C

ETFs
188K
+ 897.26%
$35.62 - $39.64 $6.7M - $7.46M
209K $8.14M
AMD
Advanced Micro Devices Inc

Technology
990
+ 0.55%
$78.21 - $143.81 $77.4K - $142K
182K $25.8M
MOTE
Vaneck ETF Tr Morningstar Esg

ETFs
228K
New
$23.36 - $27.8 $5.32M - $6.34M
228K $6.31M
META
Meta Platforms, Inc.

Communication Services
707
+ 3.17%
$484.66 - $738.09 $343K - $522K
23K $17M
SHYD
Vaneck Short High Yield Muni E

ETFs
149K
+ 104.22%
$21.84 - $22.79 $3.25M - $3.39M
292K $6.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
13.6K
+ 22.22%
$104.34 - $138.68 $1.42M - $1.89M
75.1K $10.4M
MEDP
Medpace Holdings, Inc.

Healthcare
9.09K
New
$277.23 - $315.28 $2.52M - $2.86M
9.09K $2.85M
AVGO
Broadcom Inc.

Technology
4.28K
+ 32.41%
$146.29 - $275.65 $627K - $1.18M
17.5K $4.82M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.7K
+ 23.7%
$152.42 - $182.82 $1.63M - $1.96M
55.8K $10.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
17.4K
+ 51.95%
$82.96 - $110.1 $1.44M - $1.91M
50.9K $5.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.5K
+ 12.02%
$152.93 - $181.74 $1.45M - $1.73M
88.5K $16.1M
LLY
Eli Lilly & CO

Healthcare
3.15K
+ 129.12%
$713.71 - $898.95 $2.25M - $2.83M
5.59K $4.35M
APP
App Lovin Corp

Technology
5.68K
New
$219.37 - $417.89 $1.25M - $2.37M
5.68K $1.99M
MELI
Mercadolibre Inc

Consumer Cyclical
43
+ 1.64%
$1794.73 - $2613.63 $77.2K - $112K
2.67K $6.97M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
57.7K
+ 5.89%
N/A
1.04M $32.7M
DIS
Walt Disney CO

Communication Services
1.74K
+ 2.81%
$81.72 - $124.01 $142K - $216K
63.8K $7.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
21.3K
New
$79.56 - $82.92 $1.69M - $1.76M
21.3K $1.76M
INTU
Intuit Inc

Technology
223
+ 2.57%
$544.07 - $787.63 $121K - $176K
8.91K $7.02M
KNSL
Kinsale Capital Group, Inc.

Financial Services
3.39K
New
$419.99 - $501.97 $1.42M - $1.7M
3.39K $1.64M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
8.21K
+ 2.55%
$29.41 - $37.21 $242K - $306K
331K $12.3M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
37.8K
New
$35.95 - $42.85 $1.36M - $1.62M
37.8K $1.59M
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
+ 3.55%
$4164.15 - $5789.24 $154K - $214K
1.08K $6.24M
MPWR
Monolithic Power Systems Inc

Technology
477
+ 6.68%
$455.19 - $737.73 $217K - $352K
7.61K $5.57M
NYF
Ishares New York Muni Bond ETF

ETFs
27.1K
New
$51.29 - $53.06 $1.39M - $1.44M
27.1K $1.41M
VEEV
Veeva Systems Inc

Healthcare
28
+ 0.11%
$209.39 - $289.94 $5.86K - $8.12K
24.6K $7.07M
JPRE
J P Morgan Exchange Traded Fd

ETFs
33K
+ 6.71%
$42.75 - $48.79 $1.41M - $1.61M
525K $25M
DECK
Deckers Outdoor Corp

Consumer Cyclical
11.8K
New
$100.44 - $129.37 $1.19M - $1.53M
11.8K $1.22M
GE
General Electric CO

Industrials
4.18K
+ 207.28%
$166.81 - $257.39 $698K - $1.08M
6.2K $1.6M
IVE
Ishares S&P 500 Value ETF

ETFs
5.69K
+ 70.66%
$168.34 - $195.42 $958K - $1.11M
13.7K $2.69M
ASML
Asml Holding Nv

Technology
274
+ 4.1%
$595.37 - $815.24 $163K - $223K
6.96K $5.58M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.43K
+ 69.29%
$224.16 - $285.86 $769K - $980K
8.38K $2.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.62K
+ 14.01%
$72.96 - $90.39 $556K - $689K
62K $5.54M
PG
Procter & Gamble CO

Consumer Defensive
7.67K
+ 64.2%
$157.66 - $172.39 $1.21M - $1.32M
19.6K $3.13M
IDXX
Idexx Laboratories Inc

Healthcare
83
+ 0.98%
$361.04 - $536.34 $30K - $44.5K
8.54K $4.58M
PHG
Koninklijke Philips Nv

Healthcare
43.8K
+ 242.83%
$21.67 - $25.64 $950K - $1.12M
61.9K $1.48M
ORCL
Oracle Corp

Technology
729
+ 6.68%
$122.82 - $218.63 $89.5K - $159K
11.6K $2.54M
IQLT
Ishares Msci Intl Quality Fact

ETFs
17.4K
+ 25.96%
$35.9 - $43.76 $626K - $763K
84.6K $3.66M
IWN
Ishares Russell2000 Val ETF

ETFs
5.9K
+ 87.13%
$131.84 - $157.76 $777K - $930K
12.7K $2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
503
+ 4.11%
$456.74 - $568.03 $230K - $286K
12.7K $7.24M
COST
Costco Wholesale Corp

Consumer Defensive
233
+ 1.53%
$908.13 - $1056.85 $212K - $246K
15.5K $15.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.83K
+ 36.94%
$221.86 - $362.89 $406K - $663K
6.78K $2.15M
CRM
Salesforce, Inc.

Technology
3.06K
+ 229.24%
$236.26 - $291.15 $722K - $890K
4.39K $1.2M
PLTR
Palantir Technologies Inc.

Technology
2.27K
+ 23.08%
$74.01 - $144.25 $168K - $327K
12.1K $1.65M
V
Visa Inc.

Financial Services
1.93K
+ 13.06%
$308.27 - $373.31 $595K - $720K
16.7K $5.93M
COF
Capital One Financial Corp

Financial Services
3.53K
New
$150.57 - $212.76 $532K - $751K
3.53K $751K
QCOM
Qualcomm Inc

Technology
444
+ 0.37%
$124.66 - $159.48 $55.3K - $70.8K
119K $19M
Activity Summary
Buys All Purchases 141 New Holdings 21 Increased Positions 120 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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