First Foundation Advisors Incresed Positions in Q2 2025

First Foundation Advisors

  • $2.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.51K
+ 1.54%
$498.8 - $620.9 $2.25M - $2.8M
297K $184M
NVDA
Nvidia Corp

Technology
1.81K
+ 0.89%
$94.31 - $157.99 $171K - $286K
205K $32.3M
IEFA
Ishares Tr

ETFs
21.4K
+ 2.15%
$67.83 - $84.09 $1.45M - $1.8M
1.02M $84.8M
XYLD
Global X Fds S&P 500 Covered C

ETFs
188K
+ 897.26%
$35.62 - $39.64 $6.7M - $7.46M
209K $8.14M
AMD
Advanced Micro Devices Inc

Technology
990
+ 0.55%
$78.21 - $143.81 $77.4K - $142K
182K $25.8M
META
Meta Platforms, Inc.

Communication Services
707
+ 3.17%
$484.66 - $738.09 $343K - $522K
23K $17M
SHYD
Vaneck Short High Yield Muni E

ETFs
149K
+ 104.22%
$21.84 - $22.79 $3.25M - $3.39M
292K $6.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
13.6K
+ 22.22%
$104.34 - $138.68 $1.42M - $1.89M
75.1K $10.4M
NVO
Novo Nordisk A S

Healthcare
40.2K
+ 1081.63%
$58.08 - $81.05 $2.34M - $3.26M
43.9K $3.03M
AVGO
Broadcom Inc.

Technology
4.28K
+ 32.41%
$146.29 - $275.65 $627K - $1.18M
17.5K $4.82M
IVW
Ishares S&P 500 Growth ETF

ETFs
17.4K
+ 51.95%
$82.96 - $110.1 $1.44M - $1.91M
50.9K $5.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.5K
+ 12.02%
$152.93 - $181.74 $1.45M - $1.73M
88.5K $16.1M
LLY
Eli Lilly & CO

Healthcare
3.15K
+ 129.12%
$713.71 - $898.95 $2.25M - $2.83M
5.59K $4.35M
MELI
Mercadolibre Inc

Consumer Cyclical
43
+ 1.64%
$1794.73 - $2613.63 $77.2K - $112K
2.67K $6.97M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
57.7K
+ 5.89%
N/A
1.04M $32.7M
DIS
Walt Disney CO

Communication Services
1.74K
+ 2.81%
$81.72 - $124.01 $142K - $216K
63.8K $7.91M
INTU
Intuit Inc

Technology
223
+ 2.57%
$544.07 - $787.63 $121K - $176K
8.91K $7.02M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
8.21K
+ 2.55%
$29.41 - $37.21 $242K - $306K
331K $12.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
+ 3.55%
$4164.15 - $5789.24 $154K - $214K
1.08K $6.24M
MPWR
Monolithic Power Systems Inc

Technology
477
+ 6.68%
$455.19 - $737.73 $217K - $352K
7.61K $5.57M
VEEV
Veeva Systems Inc

Healthcare
28
+ 0.11%
$209.39 - $289.94 $5.86K - $8.12K
24.6K $7.07M
JPRE
J P Morgan Exchange Traded Fd

ETFs
33K
+ 6.71%
$42.75 - $48.79 $1.41M - $1.61M
525K $25M
GE
General Electric CO

Industrials
4.18K
+ 207.28%
$166.81 - $257.39 $698K - $1.08M
6.2K $1.6M
IVE
Ishares S&P 500 Value ETF

ETFs
5.69K
+ 70.66%
$168.34 - $195.42 $958K - $1.11M
13.7K $2.69M
ASML
Asml Holding Nv

Technology
274
+ 4.1%
$595.37 - $815.24 $163K - $223K
6.96K $5.58M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.43K
+ 69.29%
$224.16 - $285.86 $769K - $980K
8.38K $2.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.62K
+ 14.01%
$72.96 - $90.39 $556K - $689K
62K $5.54M
PG
Procter & Gamble CO

Consumer Defensive
7.67K
+ 64.2%
$157.66 - $172.39 $1.21M - $1.32M
19.6K $3.13M
IDXX
Idexx Laboratories Inc

Healthcare
83
+ 0.98%
$361.04 - $536.34 $30K - $44.5K
8.54K $4.58M
PHG
Koninklijke Philips Nv

Healthcare
43.8K
+ 242.83%
$21.67 - $25.64 $950K - $1.12M
61.9K $1.48M
ORCL
Oracle Corp

Technology
729
+ 6.68%
$122.82 - $218.63 $89.5K - $159K
11.6K $2.54M
IQLT
Ishares Msci Intl Quality Fact

ETFs
17.4K
+ 25.96%
$35.9 - $43.76 $626K - $763K
84.6K $3.66M
IWN
Ishares Russell2000 Val ETF

ETFs
5.9K
+ 87.13%
$131.84 - $157.76 $777K - $930K
12.7K $2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
503
+ 4.11%
$456.74 - $568.03 $230K - $286K
12.7K $7.24M
COST
Costco Wholesale Corp

Consumer Defensive
233
+ 1.53%
$908.13 - $1056.85 $212K - $246K
15.5K $15.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.83K
+ 36.94%
$221.86 - $362.89 $406K - $663K
6.78K $2.15M
CRM
Salesforce, Inc.

Technology
3.06K
+ 229.24%
$236.26 - $291.15 $722K - $890K
4.39K $1.2M
PLTR
Palantir Technologies Inc.

Technology
2.27K
+ 23.08%
$74.01 - $144.25 $168K - $327K
12.1K $1.65M
V
Visa Inc.

Financial Services
1.93K
+ 13.06%
$308.27 - $373.31 $595K - $720K
16.7K $5.93M
QCOM
Qualcomm Inc

Technology
444
+ 0.37%
$124.66 - $159.48 $55.3K - $70.8K
119K $19M
MUB
Ishares National Muni Bond ETF

ETFs
6.85K
+ 41.76%
$102.31 - $105.8 $701K - $724K
23.2K $2.43M
RTX
Raytheon Technologies Corp

Industrials
3.7K
+ 41.69%
$113.75 - $148.48 $421K - $550K
12.6K $1.84M
NFLX
Netflix Inc

Communication Services
297
+ 53.51%
$855.86 - $1339.13 $254K - $398K
852 $1.14M
MSTR
Microstrategy Inc

Technology
560
+ 16.58%
$237.95 - $421.61 $133K - $236K
3.94K $1.59M
CAT
Caterpillar Inc

Industrials
1.21K
+ 53.2%
$273.94 - $388.21 $330K - $468K
3.47K $1.35M
DGRO
Ishares Core Dividend Growth E

ETFs
7.1K
+ 12.78%
$55.22 - $63.94 $392K - $454K
62.7K $4.01M
JNJ
Johnson & Johnson

Healthcare
7.81K
+ 16.01%
$146.36 - $159.82 $1.14M - $1.25M
56.6K $8.64M
BAC
Bank Of America Corp

Financial Services
10.5K
+ 101.73%
$34.39 - $47.46 $359K - $496K
20.7K $980K
ADBE
Adobe Inc.

Technology
1.3K
+ 9.83%
$340.0 - $420.68 $442K - $547K
14.5K $5.62M
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
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email