First Foundation Advisors Purchases in Q2 2025

First Foundation Advisors

  • $2.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
6.85K
+ 41.76%
$102.31 - $105.8 $701K - $724K
23.2K $2.43M
RTX
Raytheon Technologies Corp

Industrials
3.7K
+ 41.69%
$113.75 - $148.48 $421K - $550K
12.6K $1.84M
NFLX
Netflix Inc

Communication Services
297
+ 53.51%
$855.86 - $1339.13 $254K - $398K
852 $1.14M
MSTR
Microstrategy Inc

Technology
560
+ 16.58%
$237.95 - $421.61 $133K - $236K
3.94K $1.59M
CAT
Caterpillar Inc

Industrials
1.21K
+ 53.2%
$273.94 - $388.21 $330K - $468K
3.47K $1.35M
DGRO
Ishares Core Dividend Growth E

ETFs
7.1K
+ 12.78%
$55.22 - $63.94 $392K - $454K
62.7K $4.01M
JNJ
Johnson & Johnson

Healthcare
7.81K
+ 16.01%
$146.36 - $159.82 $1.14M - $1.25M
56.6K $8.64M
BAC
Bank Of America Corp

Financial Services
10.5K
+ 101.73%
$34.39 - $47.46 $359K - $496K
20.7K $980K
ADBE
Adobe Inc.

Technology
1.3K
+ 9.83%
$340.0 - $420.68 $442K - $547K
14.5K $5.62M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
8K
+ 11.53%
$26.99 - $33.86 $216K - $271K
77.4K $2.59M
WMT
Walmart Inc.

Consumer Defensive
3.08K
+ 15.99%
$81.79 - $99.98 $252K - $308K
22.3K $2.18M
GS
Goldman Sachs Group Inc

Financial Services
551
+ 116.99%
$462.22 - $707.75 $255K - $390K
1.02K $723K
IWS
Ishares Russell Midcap Value E

ETFs
2.87K
+ 22.49%
$110.58 - $132.14 $318K - $380K
15.7K $2.07M
EFG
Msci Eafe Growth ETF

ETFs
1.6K
+ 7.21%
$89.8 - $112.0 $143K - $179K
23.7K $2.66M
IBM
International Business Machines Corp

Technology
930
+ 27.54%
$221.03 - $294.78 $206K - $274K
4.31K $1.27M
AMT
American Tower Corp

Real Estate
1.94K
New
$203.96 - $228.19 $395K - $442K
1.94K $428K
EEM
Ishares Msci Emerging Markets

ETFs
4.33K
+ 10.59%
$38.52 - $48.28 $167K - $209K
45.2K $2.18M
T
At&T Inc.

Communication Services
11.7K
+ 31.31%
$26.33 - $28.94 $308K - $338K
49K $1.42M
EFV
Msci Eafe Value ETF

ETFs
2.69K
+ 6.82%
$52.4 - $64.65 $141K - $174K
42.1K $2.67M
DIAL
Columbia ETF Tr I Diversified

ETFs
18.1K
+ 43.47%
$17.43 - $18.21 $316K - $330K
59.7K $1.09M
WFC
Wells Fargo & Company

Financial Services
4K
New
$60.98 - $80.12 $244K - $321K
4K $320K
SO
Southern CO

Utilities
3.31K
New
$84.91 - $92.56 $281K - $307K
3.31K $304K
AOR
Ishares Tr Core Growth Allocat

ETFs
214
+ 0.3%
$53.36 - $61.57 $11.4K - $13.2K
72.2K $4.45M
CARR
Carrier Global Corp

Industrials
4.03K
New
$55.55 - $75.83 $224K - $306K
4.03K $295K
EW
Edwards Lifesciences Corp

Healthcare
905
+ 2.36%
$67.07 - $78.22 $60.7K - $70.8K
39.2K $3.07M
AXP
American Express CO

Financial Services
296
+ 8.9%
$231.39 - $318.98 $68.5K - $94.4K
3.62K $1.15M
ETN
Eaton Corp PLC

Industrials
714
New
$246.52 - $356.99 $176K - $255K
714 $254K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.73K
+ 10.01%
$49.79 - $50.75 $236K - $240K
52K $2.64M
BA
Boeing CO

Industrials
245
+ 5.02%
$136.59 - $217.51 $33.5K - $53.3K
5.12K $1.07M
LOW
Lowes Companies Inc

Consumer Cyclical
3.31K
+ 7.62%
$210.83 - $235.28 $697K - $778K
46.7K $10.4M
ROK
Rockwell Automation, Inc

Industrials
3
+ 0.1%
$218.97 - $332.17 $657 - $997
3.16K $1.05M
CEG
Constellation Energy Corp

Utilities
724
New
$170.96 - $322.76 $124K - $234K
724 $233K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
515
New
$421.16 - $509.5 $217K - $262K
515 $229K
HON
Honeywell International Inc

Industrials
496
+ 10.77%
$182.86 - $232.88 $90.7K - $116K
5.1K $1.19M
VEA
Vanguard Ftse Developed Market

ETFs
2.9K
+ 48.62%
$45.65 - $57.01 $132K - $165K
8.87K $505K
KO
Coca Cola CO

Consumer Defensive
2.94K
+ 42.9%
$68.37 - $73.9 $201K - $217K
9.79K $692K
XLY
Select Sector Spdr Consumer Di

ETFs
576
+ 17.52%
$176.34 - $218.59 $102K - $126K
3.86K $839K
MDT
Medtronic PLC

Healthcare
2.68K
+ 16.34%
$80.68 - $88.86 $216K - $238K
19.1K $1.66M
ISRG
Intuitive Surgical Inc

Healthcare
303
+ 61.34%
$451.58 - $565.94 $137K - $171K
797 $433K
AMGN
Amgen Inc

Healthcare
946
+ 36.05%
$262.28 - $309.85 $248K - $293K
3.57K $996K
DE
Deere & CO

Industrials
278
+ 36.63%
$412.99 - $531.48 $115K - $148K
1.04K $527K
JYNT
Joint Corp

Healthcare
27.4K
+ 17.33%
$9.7 - $12.51 $265K - $342K
185K $2.14M
VZ
Verizon Communications Inc

Communication Services
4.49K
+ 28.2%
$41.67 - $45.62 $187K - $205K
20.4K $882K
MCD
Mcdonalds Corp

Consumer Cyclical
710
+ 27.56%
$285.55 - $321.23 $203K - $228K
3.29K $960K
DAL
Delta Air Lines, Inc.

Industrials
1.46K
+ 9.62%
$35.88 - $52.99 $52.3K - $77.3K
16.6K $816K
XLI
Industrial Sector Spdr

ETFs
502
+ 10.8%
$116.42 - $147.52 $58.4K - $74.1K
5.15K $759K
ABT
Abbott Laboratories

Healthcare
820
+ 9.52%
$123.95 - $138.08 $102K - $113K
9.43K $1.28M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.79K
+ 39.49%
$30.87 - $39.17 $86.2K - $109K
9.87K $386K
ECL
Ecolab Inc.

Basic Materials
454
+ 55.64%
$225.65 - $270.95 $102K - $123K
1.27K $342K
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
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email