First Foundation Advisors Purchases in Q2 2025

First Foundation Advisors

  • $2.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
5.03K
+ 8.53%
$89.76 - $112.34 $451K - $565K
64K $6.73M
TMO
Thermo Fisher Scientific Inc.

Healthcare
648
+ 44.47%
$390.26 - $489.06 $253K - $317K
2.11K $853K
XLK
Technology Sector Spdr

ETFs
10
+ 0.38%
$179.73 - $253.23 $1.8K - $2.53K
2.61K $661K
KMI
Kinder Morgan, Inc.

Energy
3.77K
+ 37.51%
$25.21 - $29.4 $95.1K - $111K
13.8K $406K
MSCI
Msci Inc.

Financial Services
44
+ 0.55%
$506.56 - $576.74 $22.3K - $25.4K
8K $4.61M
WM
Waste Management Inc

Industrials
531
+ 19.37%
$216.47 - $242.1 $115K - $129K
3.27K $748K
HD
Home Depot, Inc.

Consumer Cyclical
299
+ 2.98%
$335.24 - $380.78 $100K - $114K
10.3K $3.79M
WBS
Webster Financial Corp

Financial Services
1.4K
+ 12.72%
$41.76 - $54.91 $58.5K - $76.9K
12.4K $677K
ABBV
Abb Vie Inc.

Healthcare
1.63K
+ 19.8%
$170.16 - $206.27 $278K - $337K
9.87K $1.83M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
705
+ 12.43%
$73.02 - $90.22 $51.5K - $63.6K
6.38K $568K
IWD
Ishares Russell 1000 Val ETF

ETFs
143
+ 2.75%
$166.82 - $194.23 $23.9K - $27.8K
5.34K $1.04M
MRK
Merck & Co., Inc.

Healthcare
2.24K
+ 20.12%
$73.47 - $87.12 $164K - $195K
13.3K $1.06M
HYG
Ishares Tr

ETFs
564
+ 13.5%
$75.75 - $80.65 $42.7K - $45.5K
4.74K $382K
XLF
Financial Sector Spdr

ETFs
11
+ 0.05%
$43.92 - $52.37 $483 - $576
20.6K $1.08M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
74
+ 0.89%
$59.24 - $71.39 $4.38K - $5.28K
8.34K $594K
HITI
High Tide Inc.

Healthcare
12K
New
$1.71 - $2.41 $20.5K - $28.9K
12K $27K
FE
Firstenergy Corp

Utilities
667
+ 11.26%
$38.31 - $43.17 $25.6K - $28.8K
6.59K $265K
FAST
Fastenal CO

Industrials
3.74K
+ 100.0%
$40.65 - $83.16 $152K - $311K
7.48K $314K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.6K
+ 11.57%
$24.32 - $27.87 $38.8K - $44.5K
15.4K $407K
SRE
Sempra Energy

Utilities
2
+ 0.04%
$63.78 - $78.91 $128 - $158
4.94K $374K
SONY
Sony Group Corp

Technology
342
+ 2.35%
$21.24 - $26.88 $7.26K - $9.19K
14.9K $387K
ADP
Automatic Data Processing Inc

Industrials
18
+ 1.91%
$276.76 - $326.81 $4.98K - $5.88K
962 $296K
Arista Networks Inc
1.16K
+ 2.71%
N/A
44.1K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.24K
New
N/A
5.24K $0
Blackrock ETF Trust Ii
4.79K
New
N/A
4.79K $0
ECC
Eagle Point Credit CO Inc.

Financial Services
643
+ 5.54%
$6.94 - $8.31 $4.46K - $5.34K
12.2K $93K
Ark 21 Shares Bitcoin ETF
6.03K
New
N/A
6.03K $0
Ge Vernova Inc
733
New
N/A
733 $0
PFN
Pimco Income Strategy Fund Ii

Financial Services
231
+ 1.19%
$6.87 - $7.56 $1.59K - $1.75K
19.6K $145K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
49
+ 0.92%
$44.37 - $50.04 $2.17K - $2.45K
5.39K $256K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
142
+ 2.11%
$45.07 - $52.57 $6.4K - $7.46K
6.87K $335K
NRP
Natural Resource Partners LP

Energy
456
+ 6.3%
$89.14 - $105.48 $40.6K - $48.1K
7.7K $735K
SBUX
Starbucks Corp

Consumer Cyclical
73
+ 0.4%
$79.69 - $99.41 $5.82K - $7.26K
18.1K $1.66M
PEP
Pepsico Inc

Consumer Defensive
354
+ 3.97%
$128.02 - $151.37 $45.3K - $53.6K
9.28K $1.23M
CPRT
Copart Inc

Consumer Cyclical
7.5K
+ 10.49%
$47.72 - $63.84 $358K - $479K
79K $3.88M
DOW
Dow Inc.

Basic Materials
131
+ 0.56%
$25.81 - $34.89 $3.38K - $4.57K
23.3K $617K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
270
+ 2.26%
$67.83 - $92.33 $18.3K - $24.9K
12.2K $888K
CVX
Chevron Corp

Energy
2.67K
+ 9.42%
$133.73 - $168.51 $358K - $451K
31.1K $4.45M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
233
+ 1.36%
$225.56 - $335.19 $52.6K - $78.1K
17.4K $4.12M
AAPL
Apple Inc.

Technology
385
+ 0.12%
$172.42 - $223.89 $66.4K - $86.2K
313K $64.3M
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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