First Foundation Advisors Purchases in Q1 2025

First Foundation Advisors

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.25K
+ 8.29%
$81.83 - $82.73 $102K - $104K
16.4K $1.35M
ECC
Eagle Point Credit CO Inc.

Financial Services
11.6K
New
$7.7 - $9.14 $89.3K - $106K
11.6K $93K
SONY
Sony Group Corp

Technology
478
+ 3.4%
$19.88 - $25.64 $9.5K - $12.3K
14.5K $369K
INTU
Intuit Inc

Technology
302
+ 3.6%
$555.63 - $630.23 $168K - $190K
8.69K $5.33M
BKNG
Booking Holdings Inc.

Consumer Cyclical
86
+ 9.01%
$4295.4 - $5141.88 $369K - $442K
1.04K $4.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.41K
+ 11.38%
$27.01 - $28.54 $38.1K - $40.2K
13.8K $385K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13
+ 0.19%
$48.65 - $53.06 $632 - $690
6.73K $349K
WBS
Webster Financial Corp

Financial Services
950
+ 9.45%
$47.55 - $61.41 $45.2K - $58.3K
11K $567K
SYK
Stryker Corp

Healthcare
4
+ 0.5%
$355.18 - $399.9 $1.42K - $1.6K
808 $300K
OEF
Ishares S&P 100 ETF

ETFs
36
+ 4.97%
N/A
761 $202K
MSCI
Msci Inc.

Financial Services
461
+ 6.15%
$541.46 - $628.34 $250K - $290K
7.95K $4.5M
Arista Networks Inc
2.93K
+ 7.33%
N/A
42.9K $0
Alps ETF Tr
48.5K
+ 193.73%
N/A
73.5K $0
RLI
Rli Corp

Financial Services
2.46K
+ 100.0%
$71.75 - $163.21 $176K - $401K
4.91K $394K
BX
Blackstone Inc.

Financial Services
249
+ 11.45%
$136.53 - $186.74 $34K - $46.5K
2.42K $338K
IGV
Ishares Expanded Tech Software

ETFs
1
+ 0.03%
$88.3 - $107.83 $88.3 - $108
3.26K $289K
MS
Morgan Stanley

Financial Services
24
+ 0.44%
$111.68 - $141.08 $2.68K - $3.39K
5.54K $645K
RSP
Invesco S&P 500 Equal Weight E

ETFs
621
+ 0.79%
$169.43 - $182.84 $105K - $114K
79K $13.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
373
+ 8.15%
$254.58 - $302.92 $95K - $113K
4.95K $1.26M
VUG
Vanguard Growth ETF

ETFs
8
+ 0.47%
$369.1 - $427.61 $2.95K - $3.42K
1.69K $627K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$57.21 - $65.8 $57.2 - $65.8
20.6K $1.2M
META
Meta Platforms, Inc.

Communication Services
364
+ 1.66%
$576.36 - $736.67 $210K - $268K
22.3K $12.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 0.13%
$634.14 - $744.83 $2.54K - $2.98K
3.1K $1.97M
ADBE
Adobe Inc.

Technology
788
+ 6.33%
$377.84 - $464.11 $298K - $366K
13.2K $5.08M
IWM
Ishares Russell 2000 ETF

ETFs
6.89K
+ 5.99%
$198.1 - $229.79 $1.36M - $1.58M
122K $24.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.24K
+ 7.8%
$283.06 - $421.16 $351K - $522K
17.1K $4.85M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.81K
+ 0.56%
$82.81 - $92.93 $233K - $261K
501K $42.6M
NOW
Service Now, Inc.

Technology
162
+ 2.05%
$783.83 - $1170.39 $127K - $190K
8.07K $6.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
702
+ 1.02%
$360.07 - $417.26 $253K - $293K
69.5K $25.1M
Activity Summary
Buys All Purchases 80 New Holdings 8 Increased Positions 72 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 1 Puts 0
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