First Foundation Advisors Purchases in Q3 2024

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
6.15K
+ 9.33%
$55.15 - $59.31 $339K - $365K
72.1K $4.27M
IR
Ingersoll Rand Inc.

Industrials
5.11K
New
$86.9 - $100.4 $444K - $513K
5.11K $501K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.44K
+ 162.02%
$50.52 - $50.95 $426K - $430K
13.6K $694K
T
At&T Inc.

Communication Services
15.8K
+ 68.88%
$18.21 - $22.28 $287K - $351K
38.7K $850K
GILD
Gilead Sciences, Inc.

Healthcare
402
+ 1.73%
$66.59 - $83.99 $26.8K - $33.8K
23.6K $1.98M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.13%
$191.76 - $263.26 $1.34K - $1.84K
5.33K $1.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.26K
+ 473.58%
$217.89 - $392.15 $273K - $492K
1.52K $426K
LMT
Lockheed Martin Corp

Industrials
19
+ 0.73%
$460.3 - $584.56 $8.75K - $11.1K
2.61K $1.53M
IBM
International Business Machines Corp

Technology
987
+ 52.53%
$175.1 - $223.38 $173K - $220K
2.87K $633K
EFV
Msci Eafe Value ETF

ETFs
2.35K
+ 6.59%
$51.72 - $57.96 $122K - $136K
38K $2.19M
WMT
Walmart Inc.

Consumer Defensive
173
+ 0.81%
$66.91 - $81.4 $11.6K - $14.1K
21.5K $1.73M
VZ
Verizon Communications Inc

Communication Services
5.14K
+ 44.09%
$38.89 - $45.0 $200K - $231K
16.8K $754K
ENB
Enbridge Inc

Energy
6.67K
New
$35.27 - $41.18 $235K - $275K
6.67K $270K
VOXCF
Vox Royalty Corp.
110K
New
N/A
110K $269K
IYR
Ishares Tr

ETFs
2.64K
New
$86.93 - $103.61 $229K - $273K
2.64K $268K
SLB
Schlumberger Limited

Energy
6.1K
New
$39.57 - $49.67 $241K - $303K
6.1K $255K
IVE
Ishares S&P 500 Value ETF

ETFs
920
+ 20.55%
$181.06 - $197.17 $167K - $181K
5.4K $1.06M
CRM
Salesforce, Inc.

Technology
854
+ 150.35%
$238.42 - $276.53 $204K - $236K
1.42K $389K
RTX
Raytheon Technologies Corp

Industrials
257
+ 2.74%
$99.55 - $123.34 $25.6K - $31.7K
9.62K $1.17M
SQ
Block, Inc.

Technology
3.34K
New
$57.21 - $72.07 $191K - $241K
3.34K $224K
HTGC
Hercules Capital, Inc.

Financial Services
11.4K
New
$17.71 - $21.67 $202K - $247K
11.4K $224K
VB
Vanguard Small Cap ETF

ETFs
909
New
$214.77 - $237.72 $195K - $216K
909 $215K
SHOP
Shopify Inc.

Technology
2.24K
+ 223.68%
$52.26 - $80.75 $117K - $181K
3.24K $259K
ITI
Iteris, Inc.

Technology
27K
New
$4.06 - $7.15 $110K - $193K
27K $192K
IWD
Ishares Russell 1000 Val ETF

ETFs
584
+ 11.08%
$173.36 - $189.8 $101K - $111K
5.85K $1.11M
OEF
Ishares S&P 100 ETF

ETFs
725
New
$266.03 - $266.03 $193K - $193K
725 $192K
XLP
Consumer Staples Sector Spdr

ETFs
2.46K
New
$76.04 - $76.04 $187K - $187K
2.46K $187K
IWS
Ishares Russell Midcap Value E

ETFs
465
+ 4.61%
$119.52 - $132.25 $55.6K - $61.5K
10.5K $1.39M
XLF
Financial Sector Spdr

ETFs
1.39K
+ 5.28%
$40.84 - $45.74 $56.7K - $63.5K
27.7K $1.26M
AXP
American Express CO

Financial Services
123
+ 3.82%
$225.92 - $271.17 $27.8K - $33.4K
3.34K $905K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13.4K
New
$11.31 - $11.96 $151K - $160K
13.4K $159K
MOH
Molina Healthcare, Inc.

Healthcare
10
+ 0.3%
$283.98 - $360.73 $2.84K - $3.61K
3.3K $1.14M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.15K
+ 9.7%
$111.59 - $129.08 $129K - $149K
13K $1.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.13K
+ 7.31%
$84.77 - $97.13 $96K - $110K
16.6K $1.59M
AB
Alliancebernstein Holding L.P.

Financial Services
2.2K
+ 3.76%
$31.87 - $35.39 $70.1K - $77.9K
60.7K $2.12M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
141
+ 3.2%
$256.4 - $289.78 $36.2K - $40.9K
4.55K $1.29M
XLI
Industrial Sector Spdr

ETFs
400
+ 8.8%
$120.56 - $135.44 $48.2K - $54.2K
4.95K $670K
MS
Morgan Stanley

Financial Services
621
+ 10.15%
$92.07 - $106.96 $57.2K - $66.4K
6.74K $702K
MSTR
Microstrategy Inc

Technology
2.93K
+ 900.0%
$114.3 - $1800.09 $334K - $5.27M
3.25K $547K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
719
+ 12.01%
$75.63 - $84.89 $54.4K - $61K
6.71K $564K
BMY
Bristol Myers Squibb CO

Healthcare
650
+ 11.49%
$39.66 - $51.75 $25.8K - $33.6K
6.31K $326K
PNC
Pnc Financial Services Group, Inc.

Financial Services
189
+ 10.92%
$156.14 - $187.2 $29.5K - $35.4K
1.92K $354K
IEMG
Ishares Inc

ETFs
436
+ 0.08%
$53.64 - $53.64 $23.4K - $23.4K
519K $27.9M
XLY
Select Sector Spdr Consumer Di

ETFs
100
+ 3.04%
$170.05 - $200.86 $17K - $20.1K
3.39K $678K
VIG
Vanguard Dividend Appreciation

ETFs
404
+ 26.46%
$182.15 - $182.15 $73.6K - $73.6K
1.93K $351K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
4.29K
+ 8.1%
$11.4 - $11.99 $48.9K - $51.4K
57.3K $681K
C
Citigroup Inc

Financial Services
1.14K
+ 39.76%
$56.11 - $67.61 $64K - $77.1K
4.01K $250K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
510
+ 14.91%
$77.02 - $85.06 $39.3K - $43.4K
3.93K $332K
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.06%
$77.68 - $96.19 $155 - $192
3.58K $344K
Activity Summary
Buys All Purchases 131 New Holdings 21 Increased Positions 110 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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