First Foundation Advisors Incresed Positions in Q3 2025

First Foundation Advisors

  • $2.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
50.3K
+ 432.62%
$218.96 - $328.33 $11M - $16.5M
62K $17.4M
APP
App Lovin Corp

Technology
5.78K
+ 101.64%
$335.1 - $718.54 $1.94M - $4.15M
11.5K $8.23M
IEFA
Ishares Tr

ETFs
24K
+ 2.36%
$81.7 - $87.53 $1.96M - $2.1M
1.04M $90.7M
MEDP
Medpace Holdings, Inc.

Healthcare
4.9K
+ 53.9%
$308.88 - $514.16 $1.51M - $2.52M
14K $7.19M
JEPI
J P Morgan Exchange Traded Fd

ETFs
62.5K
+ 4.37%
$55.61 - $57.37 $3.48M - $3.59M
1.49M $85.3M
EPD
Enterprise Products Partners L.P.

Energy
122K
+ 1349.88%
$30.74 - $32.14 $3.74M - $3.91M
131K $4.08M
AMD
Advanced Micro Devices Inc

Technology
656
+ 0.36%
$134.8 - $184.42 $88.4K - $121K
182K $29.5M
IWM
Ishares Russell 2000 ETF

ETFs
1.88K
+ 1.59%
$214.92 - $244.84 $404K - $460K
120K $29M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.68K
+ 1.54%
$92.26 - $97.51 $708K - $748K
507K $49M
DECK
Deckers Outdoor Corp

Consumer Cyclical
29.6K
+ 249.96%
$95.32 - $123.91 $2.82M - $3.67M
41.4K $4.2M
XYLD
Global X Fds S&P 500 Covered C

ETFs
51.8K
+ 24.79%
$38.52 - $39.39 $2M - $2.04M
261K $10.2M
IEMG
Ishares Inc

ETFs
35.8K
+ 6.03%
N/A
629K $33.7M
KNSL
Kinsale Capital Group, Inc.

Financial Services
4.57K
+ 134.93%
$415.15 - $489.89 $1.9M - $2.24M
7.96K $3.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.29K
+ 61.96%
$546.99 - $602.2 $1.25M - $1.38M
5.98K $3.59M
WMT
Walmart Inc.

Consumer Defensive
13.4K
+ 59.85%
$94.4 - $104.27 $1.26M - $1.39M
35.7K $3.68M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
27.5K
+ 72.76%
$41.13 - $44.7 $1.13M - $1.23M
65.2K $2.92M
CVX
Chevron Corp

Energy
6.04K
+ 19.44%
$145.57 - $161.83 $879K - $977K
37.1K $5.76M
PLD
Prologis, Inc.

Real Estate
5.5K
+ 8.59%
$104.08 - $115.35 $572K - $634K
69.5K $7.96M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.61K
+ 11.03%
$108.97 - $121.65 $612K - $683K
56.5K $6.82M
IVE
Ishares S&P 500 Value ETF

ETFs
3.35K
+ 24.41%
$194.44 - $206.51 $652K - $693K
17.1K $3.53M
PG
Procter & Gamble CO

Consumer Defensive
5.51K
+ 28.1%
$150.47 - $161.22 $830K - $889K
25.1K $3.86M
MUB
Ishares National Muni Bond ETF

ETFs
6.12K
+ 26.31%
$103.24 - $106.68 $631K - $652K
29.4K $3.13M
HD
Home Depot, Inc.

Consumer Cyclical
610
+ 5.9%
$357.4 - $423.42 $218K - $258K
11K $4.44M
BA
Boeing CO

Industrials
2.52K
+ 49.14%
$209.79 - $237.38 $528K - $598K
7.64K $1.65M
JYNT
Joint Corp

Healthcare
88.5K
+ 47.76%
$9.79 - $11.95 $866K - $1.06M
274K $2.68M
GS
Goldman Sachs Group Inc

Financial Services
512
+ 50.1%
$696.56 - $806.32 $357K - $413K
1.53K $1.22M
IWN
Ishares Russell2000 Val ETF

ETFs
1.16K
+ 9.18%
$157.1 - $178.94 $183K - $208K
13.8K $2.44M
EFV
Msci Eafe Value ETF

ETFs
3.76K
+ 8.92%
$62.79 - $68.42 $236K - $257K
45.9K $3.11M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
409
+ 4.88%
$284.45 - $324.95 $116K - $133K
8.79K $2.81M
DGRO
Ishares Core Dividend Growth E

ETFs
2.17K
+ 3.46%
$64.12 - $68.08 $139K - $148K
64.8K $4.41M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.68K
+ 1.04%
$24.46 - $26.5 $41.1K - $44.6K
163K $4.3M
PEP
Pepsico Inc

Consumer Defensive
1.9K
+ 20.49%
$133.81 - $152.16 $254K - $289K
11.2K $1.57M
AOR
Ishares Tr Core Growth Allocat

ETFs
2.07K
+ 2.87%
$60.99 - $64.39 $126K - $133K
74.3K $4.78M
CAT
Caterpillar Inc

Industrials
22
+ 0.63%
$390.92 - $477.15 $8.6K - $10.5K
3.5K $1.67M
IWS
Ishares Russell Midcap Value E

ETFs
1.43K
+ 9.14%
$132.83 - $140.61 $190K - $201K
17.1K $2.39M
EFG
Msci Eafe Growth ETF

ETFs
2.31K
+ 9.73%
$106.99 - $114.46 $247K - $264K
26K $2.97M
MS
Morgan Stanley

Financial Services
1.25K
+ 26.08%
$139.09 - $161.16 $174K - $201K
6.03K $959K
EEM
Ishares Msci Emerging Markets

ETFs
577
+ 1.28%
$48.07 - $53.4 $27.7K - $30.8K
45.8K $2.45M
SHYD
Vaneck Short High Yield Muni E

ETFs
7.18K
+ 2.46%
$22.31 - $23.01 $160K - $165K
299K $6.85M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.39K
+ 4.01%
$41.43 - $44.2 $140K - $150K
88K $3.89M
C
Citigroup Inc

Financial Services
1.61K
+ 40.09%
$85.57 - $103.49 $138K - $166K
5.62K $569K
GLD
Spdr Gold Trust

ETFs
140
+ 4.45%
$300.96 - $355.47 $42.1K - $49.8K
3.29K $1.17M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.78K
+ 7.27%
$50.53 - $50.82 $191K - $192K
55.8K $2.83M
LLY
Eli Lilly & CO

Healthcare
358
+ 6.41%
$625.65 - $812.69 $224K - $291K
5.94K $4.54M
SO
Southern CO

Utilities
1.74K
+ 52.6%
$90.83 - $96.0 $158K - $167K
5.06K $479K
DD
Du Pont De Nemours, Inc.

Basic Materials
3
+ 0.02%
$69.9 - $78.26 $210 - $235
17.7K $1.38M
DJP
Barclays Bank PLC

ETFs
4.55K
+ 4.2%
N/A
113K $3.65M
BAC
Bank Of America Corp

Financial Services
1.1K
+ 5.3%
$44.92 - $52.42 $49.3K - $57.6K
21.8K $1.13M
MRK
Merck & Co., Inc.

Healthcare
948
+ 7.1%
$77.6 - $87.37 $73.6K - $82.8K
14.3K $1.2M
Activity Summary
Buys All Purchases 120 New Holdings 22 Increased Positions 98 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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