First Foundation Advisors Purchases in Q3 2024

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
544
+ 9.33%
$44.07 - $50.57 $24K - $27.5K
6.37K $322K
AGNC
Agnc Investment Corp.

Real Estate
1.63K
+ 3.46%
$9.48 - $10.66 $15.5K - $17.4K
48.8K $510K
TGT
Target Corp

Consumer Defensive
153
+ 3.39%
$133.47 - $159.25 $20.4K - $24.4K
4.66K $726K
DUK
Duke Energy Corp

Utilities
191
+ 10.14%
$99.35 - $117.71 $19K - $22.5K
2.08K $239K
PCQ
Pimco California Municipal Income Fund

Financial Services
1.06K
+ 1.45%
$9.32 - $9.96 $9.83K - $10.5K
74K $737K
SRE
Sempra Energy

Utilities
154
+ 3.11%
$74.97 - $84.04 $11.5K - $12.9K
5.1K $426K
GUNR
Flexshares Tr Morningstar Glob

ETFs
804
+ 6.15%
$38.51 - $41.48 $31K - $33.3K
13.9K $572K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
848
+ 1.68%
$5.25 - $6.62 $4.45K - $5.61K
51.2K $319K
ISRG
Intuitive Surgical Inc

Healthcare
18
+ 2.94%
$416.14 - $494.01 $7.49K - $8.89K
630 $309K
FAST
Fastenal CO

Industrials
44
+ 1.18%
$62.09 - $71.83 $2.73K - $3.16K
3.78K $270K
CTVA
Corteva, Inc.

Basic Materials
133
+ 2.42%
$50.72 - $58.78 $6.75K - $7.82K
5.63K $330K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.04%
$175.46 - $203.3 $175 - $203
2.48K $502K
ECL
Ecolab Inc.

Basic Materials
10
+ 1.25%
$228.86 - $255.76 $2.29K - $2.56K
810 $206K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
94
+ 8.17%
$147.95 - $191.05 $13.9K - $18K
1.25K $216K
EPD
Enterprise Products Partners L.P.

Energy
452
+ 5.95%
$27.88 - $30.0 $12.6K - $13.6K
8.05K $234K
PFN
Pimco Income Strategy Fund Ii

Financial Services
601
+ 2.88%
$7.02 - $7.62 $4.22K - $4.58K
21.5K $163K
RSG
Republic Services, Inc.

Industrials
2
+ 0.1%
$189.34 - $208.21 $379 - $416
2K $402K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
670
+ 1.08%
N/A
62.9K $1.22M
Sonim Technologies Inc
11.7K
New
N/A
11.7K $0
BAC
Bank Of America Corp

Financial Services
35
+ 0.3%
$36.65 - $44.13 $1.28K - $1.54K
11.7K $463K
BE
Bloom Energy Corp

Industrials
11.3K
+ 15.57%
$9.75 - $15.28 $111K - $173K
84.2K $888K
WM
Waste Management Inc

Industrials
17
+ 0.49%
$196.96 - $223.45 $3.35K - $3.8K
3.47K $719K
ASML
Asml Holding Nv

Technology
763
+ 21.01%
$749.82 - $1098.95 $572K - $838K
4.4K $3.66M
INTC
Intel Corp

Technology
834
+ 6.88%
$18.9 - $34.87 $15.8K - $29.1K
13K $303K
SNPS
Synopsys Inc

Technology
16
+ 1.66%
$463.97 - $621.3 $7.42K - $9.94K
978 $495K
ADBE
Adobe Inc.

Technology
608
+ 5.71%
$508.13 - $586.55 $309K - $357K
11.2K $5.82M
INTU
Intuit Inc

Technology
232
+ 3.08%
$602.97 - $670.49 $140K - $156K
7.78K $4.83M
TLF
Tandy Leather Factory, Inc.

Consumer Cyclical
78
+ 0.01%
$3.96 - $4.49 $309 - $350
827K $3.46M
QCOM
Qualcomm Inc

Technology
355
+ 0.32%
$156.12 - $209.64 $55.4K - $74.4K
111K $18.9M
AVGO
Broadcom Inc.

Technology
9.52K
+ 140.95%
$136.27 - $1745.86 $1.3M - $16.6M
16.3K $2.81M
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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