First Foundation Advisors Incresed Positions in Q4 2024

First Foundation Advisors

  • $2.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
22.2K
+ 9.1%
$570.51 - $610.59 $12.7M - $13.6M
266K $157M
SRLN
Ssga Active Trust

ETFs
232K
+ 277.97%
$41.48 - $42.08 $9.61M - $9.75M
315K $13.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
41.4K
+ 8.3%
$111.85 - $120.71 $4.63M - $5M
540K $62.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
152K
+ 10.5%
$57.53 - $60.83 $8.73M - $9.23M
1.6M $91.8M
NVDA
Nvidia Corp

Technology
24.1K
+ 13.0%
$117.0 - $148.88 $2.82M - $3.59M
210K $28.2M
QCOM
Qualcomm Inc

Technology
45.8K
+ 41.23%
$150.4 - $178.04 $6.88M - $8.15M
157K $24.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.73K
+ 14.51%
$370.24 - $418.94 $3.23M - $3.66M
68.8K $27.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
39.4K
+ 3.72%
N/A
1.1M $94.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
28.7K
+ 6.11%
$87.25 - $95.52 $2.5M - $2.74M
498K $44M
DIS
Walt Disney CO

Communication Services
12.8K
+ 24.28%
$92.39 - $117.6 $1.19M - $1.51M
65.7K $7.31M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.68K
+ 11.83%
$260.53 - $404.79 $438K - $680K
15.9K $6.07M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4.12K
+ 51.53%
$338.38 - $446.21 $1.39M - $1.84M
12.1K $5.27M
IWM
Ishares Russell 2000 ETF

ETFs
9.26K
+ 8.76%
$216.13 - $242.4 $2M - $2.25M
115K $25.4M
NOW
Service Now, Inc.

Technology
728
+ 10.14%
$867.18 - $1148.42 $631K - $836K
7.91K $8.38M
FTNT
Fortinet, Inc.

Technology
8.31K
+ 12.26%
$76.49 - $99.21 $635K - $824K
76K $7.18M
IEF
Ishares Barclays

ETFs
31.6K
+ 18.03%
$92.08 - $98.18 $2.91M - $3.11M
207K $19.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
35.3K
+ 277.77%
$50.37 - $50.6 $1.78M - $1.79M
48K $2.42M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29.5K
+ 10.64%
$96.64 - $101.23 $2.85M - $2.98M
306K $29.7M
PAYC
Paycom Software, Inc.

Technology
2.7K
+ 12.11%
$159.94 - $240.25 $432K - $648K
25K $5.12M
CSGP
Costar Group, Inc.

Real Estate
23.2K
+ 34.31%
$69.7 - $81.97 $1.62M - $1.91M
91K $6.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
29.4K
+ 9.79%
$106.56 - $113.11 $3.14M - $3.33M
330K $35.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
119
+ 14.23%
$4100.99 - $5300.34 $488K - $631K
955 $4.74M
IAU
Ishares Gold Trust

ETFs
25.6K
+ 8.08%
$48.37 - $52.65 $1.24M - $1.35M
342K $16.9M
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 6.86%
$554.08 - $632.68 $780K - $891K
21.9K $12.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.67K
+ 39.79%
$100.16 - $100.7 $969K - $974K
34K $3.41M
COST
Costco Wholesale Corp

Consumer Defensive
573
+ 4.01%
$873.59 - $994.69 $501K - $570K
14.9K $13.6M
TSLA
Tesla, Inc.

Consumer Cyclical
191
+ 3.59%
$213.65 - $479.86 $40.8K - $91.7K
5.52K $2.23M
CPRT
Copart Inc

Consumer Cyclical
9.35K
+ 16.44%
$51.36 - $63.8 $480K - $596K
66.2K $3.8M
V
Visa Inc.

Financial Services
18
+ 0.1%
$273.87 - $320.91 $4.93K - $5.78K
17.3K $5.48M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
11.9K
+ 2.29%
$67.57 - $76.22 $803K - $906K
530K $36.7M
KEYS
Keysight Technologies, Inc.

Technology
3.83K
+ 13.73%
$149.01 - $172.53 $570K - $660K
31.7K $5.09M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
33.4K
+ 7.71%
$42.79 - $44.9 $1.43M - $1.5M
467K $20M
MSCI
Msci Inc.

Financial Services
852
+ 12.83%
$569.09 - $635.99 $485K - $542K
7.49K $4.5M
VEEV
Veeva Systems Inc

Healthcare
2.69K
+ 13.49%
$201.81 - $250.45 $542K - $673K
22.6K $4.75M
CMF
Ishares California Muni Bond E

ETFs
16.7K
+ 3.07%
$56.66 - $58.1 $947K - $971K
562K $32.2M
DGRO
Ishares Core Dividend Growth E

ETFs
8.89K
+ 19.71%
$60.73 - $64.94 $540K - $577K
54K $3.31M
JPRE
J P Morgan Exchange Traded Fd

ETFs
18.3K
+ 16.67%
$46.45 - $51.64 $851K - $946K
128K $6.06M
INTU
Intuit Inc

Technology
609
+ 7.83%
$602.01 - $706.25 $367K - $430K
8.39K $5.27M
MSTR
Microstrategy Inc

Technology
127
+ 3.91%
$162.69 - $473.83 $20.7K - $60.2K
3.38K $978K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.86K
+ 57.58%
$50.62 - $50.97 $398K - $401K
21.5K $1.09M
SPGI
S&P Global Inc.

Financial Services
1.05K
+ 12.79%
$480.36 - $529.17 $502K - $553K
9.22K $4.59M
IEMG
Ishares Inc

ETFs
5.91K
+ 1.14%
N/A
525K $28.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.84K
+ 34.12%
$81.68 - $82.93 $314K - $319K
15.1K $1.24M
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.46K
+ 19.54%
$34.25 - $37.94 $255K - $283K
45.6K $1.66M
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
+ 61.52%
N/A
3.12K $568K
BA
Boeing CO

Industrials
309
+ 5.86%
$138.14 - $180.72 $42.7K - $55.8K
5.58K $987K
QQQ
Invesco Qqq Trust, Series 1

ETFs
152
+ 3.82%
$481.22 - $538.17 $73.1K - $81.8K
4.14K $2.11M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.13K
+ 11.98%
$118.0 - $127.04 $133K - $143K
10.5K $1.28M
SCHX
Schwab Strategic Tr Us Large C

ETFs
109K
+ 203.86%
$22.4 - $68.28 $2.44M - $7.43M
162K $3.76M
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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