First Foundation Advisors Incresed Positions in Q1 2025

First Foundation Advisors

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPRE
J P Morgan Exchange Traded Fd

ETFs
364K
+ 283.92%
$45.34 - $49.96 $16.5M - $18.2M
492K $23.7M
IEFA
Ishares Tr

ETFs
35.6K
+ 3.71%
$69.57 - $78.65 $2.47M - $2.8M
994K $75.2M
IVV
Ishares Core S&P 500 ETF

ETFs
26.3K
+ 9.87%
$554.06 - $615.85 $14.6M - $16.2M
293K $164M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
64.1K
+ 188.7%
$100.34 - $100.68 $6.43M - $6.46M
98.1K $9.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
56.8K
+ 18.53%
$95.85 - $99.25 $5.44M - $5.63M
363K $35.9M
IAU
Ishares Gold Trust

ETFs
29.6K
+ 8.67%
$49.74 - $58.96 $1.47M - $1.75M
372K $21.9M
SRLN
Ssga Active Trust

ETFs
116K
+ 36.92%
$41.02 - $41.99 $4.77M - $4.88M
431K $17.7M
IEMG
Ishares Inc

ETFs
67.9K
+ 12.93%
N/A
593K $31.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.2K
+ 50.69%
$168.16 - $186.21 $2.55M - $2.83M
45.1K $7.71M
CTAS
Cintas Corp

Industrials
3.56K
+ 11.73%
$182.09 - $208.14 $649K - $741K
33.9K $6.97M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
25.8K
+ 119.99%
$50.48 - $51.04 $1.3M - $1.32M
47.3K $2.4M
JNJ
Johnson & Johnson

Healthcare
1.71K
+ 3.62%
$142.06 - $167.7 $242K - $286K
48.8K $8.09M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
66.7K
+ 12.57%
$62.28 - $71.92 $4.15M - $4.79M
597K $37.9M
ASML
Asml Holding Nv

Technology
1.95K
+ 41.26%
$662.63 - $776.99 $1.29M - $1.52M
6.68K $4.43M
PAYC
Paycom Software, Inc.

Technology
3.35K
+ 13.43%
$199.42 - $225.82 $669K - $757K
28.3K $6.19M
MELI
Mercadolibre Inc

Consumer Cyclical
194
+ 7.98%
$1739.0 - $2260.0 $337K - $438K
2.63K $5.12M
IQLT
Ishares Msci Intl Quality Fact

ETFs
20.5K
+ 43.9%
$36.91 - $41.03 $756K - $841K
67.2K $2.67M
VEEV
Veeva Systems Inc

Healthcare
1.92K
+ 8.51%
$210.58 - $246.8 $405K - $475K
24.5K $5.68M
MDT
Medtronic PLC

Healthcare
7.86K
+ 91.83%
$79.84 - $94.5 $627K - $742K
16.4K $1.47M
COST
Costco Wholesale Corp

Consumer Defensive
342
+ 2.3%
$890.62 - $1076.86 $305K - $368K
15.2K $14.4M
FTNT
Fortinet, Inc.

Technology
4.94K
+ 6.49%
$92.49 - $114.57 $456K - $565K
81K $7.79M
JYNT
Joint Corp

Healthcare
27.4K
+ 21.04%
$10.03 - $12.82 $275K - $352K
158K $1.97M
XYLD
Global X Fds S&P 500 Covered C

ETFs
13.9K
+ 197.24%
$39.02 - $42.89 $543K - $597K
21K $828K
GAL
Ssga Active ETF Tr

ETFs
7.31K
+ 2.32%
$43.75 - $45.8 $320K - $335K
322K $14.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
914
+ 168.32%
$497.6 - $606.74 $455K - $555K
1.46K $725K
IVE
Ishares S&P 500 Value ETF

ETFs
2.31K
+ 40.33%
$185.78 - $198.58 $430K - $460K
8.05K $1.53M
PG
Procter & Gamble CO

Consumer Defensive
2.34K
+ 24.36%
$158.56 - $176.26 $371K - $413K
12K $2.04M
IDXX
Idexx Laboratories Inc

Healthcare
887
+ 11.72%
$406.29 - $469.04 $360K - $416K
8.45K $3.55M
ZTS
Zoetis Inc.

Healthcare
2.02K
+ 9.46%
$156.48 - $175.67 $315K - $354K
23.3K $3.84M
SPGI
S&P Global Inc.

Financial Services
433
+ 4.7%
$478.26 - $543.77 $207K - $235K
9.65K $4.9M
EFV
Msci Eafe Value ETF

ETFs
481
+ 1.23%
$51.88 - $60.73 $25K - $29.2K
39.4K $2.32M
IWS
Ishares Russell Midcap Value E

ETFs
2.41K
+ 23.24%
$122.59 - $135.24 $295K - $326K
12.8K $1.61M
CPRT
Copart Inc

Consumer Cyclical
5.31K
+ 8.01%
$52.3 - $59.83 $278K - $317K
71.5K $4.05M
EFG
Msci Eafe Growth ETF

ETFs
1.65K
+ 8.05%
$96.1 - $106.37 $158K - $175K
22.1K $2.21M
T
At&T Inc.

Communication Services
116
+ 0.31%
$21.56 - $28.28 $2.5K - $3.28K
37.4K $1.06M
IBM
International Business Machines Corp

Technology
436
+ 14.82%
$217.4 - $264.74 $94.8K - $115K
3.38K $839K
SBUX
Starbucks Corp

Consumer Cyclical
176
+ 0.98%
$91.75 - $115.81 $16.1K - $20.4K
18.1K $1.77M
IWN
Ishares Russell2000 Val ETF

ETFs
1.3K
+ 23.73%
$149.27 - $169.4 $194K - $220K
6.77K $1.02M
SHYD
Vaneck Short High Yield Muni E

ETFs
5.45K
+ 3.97%
$22.46 - $22.9 $122K - $125K
143K $3.21M
DGRO
Ishares Core Dividend Growth E

ETFs
1.61K
+ 2.99%
$60.46 - $64.42 $97.5K - $104K
55.6K $3.43M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
10.8K
+ 18.87%
$11.17 - $11.61 $121K - $126K
68.1K $765K
PLTR
Palantir Technologies Inc.

Technology
410
+ 4.36%
$64.98 - $124.62 $26.6K - $51.1K
9.81K $828K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.25K
+ 8.29%
$81.83 - $82.73 $102K - $104K
16.4K $1.35M
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
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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