First Foundation Advisors Incresed Positions in Q3 2024

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.71K
+ 1.97%
$520.18 - $576.82 $2.45M - $2.72M
244K $141M
IEFA
Ishares Tr

ETFs
61.2K
+ 7.07%
$70.09 - $78.74 $4.29M - $4.82M
926K $72.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
34.9K
+ 2.48%
$54.98 - $59.51 $1.92M - $2.08M
1.44M $86M
IWR
Ishares Russell Mid Cap ETF

ETFs
34K
+ 7.8%
$79.92 - $88.19 $2.71M - $3M
469K $41.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
36.9K
+ 14.0%
$106.11 - $113.72 $3.92M - $4.2M
301K $34M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
26.8K
+ 2.61%
$37.68 - $42.0 $1.01M - $1.13M
1.05M $43.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.6K
+ 9.74%
$96.25 - $101.98 $2.37M - $2.51M
277K $28M
ANET
Arista Networks, Inc.

Technology
8.73K
+ 24252.78%
$311.42 - $388.21 $2.72M - $3.39M
8.77K $3.36M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.68K
+ 0.54%
$101.72 - $112.94 $273K - $303K
499K $56.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
739
+ 761.86%
$3305.62 - $4268.05 $2.44M - $3.15M
836 $3.52M
PLD
Prologis, Inc.

Real Estate
19.6K
+ 50.52%
$111.95 - $132.43 $2.2M - $2.6M
58.5K $7.39M
CME
Cme Group Inc.

Financial Services
6.82K
+ 12.17%
$193.43 - $220.62 $1.32M - $1.5M
62.8K $13.9M
XCEM
Columbia ETF Tr Ii

ETFs
77.7K
+ 20.3%
$30.17 - $33.79 $2.34M - $2.63M
461K $15M
IWM
Ishares Russell 2000 ETF

ETFs
4.43K
+ 4.38%
$200.87 - $224.6 $891K - $996K
106K $23.4M
GAL
Ssga Active ETF Tr

ETFs
36K
+ 12.26%
$42.41 - $45.61 $1.52M - $1.64M
329K $15M
FTNT
Fortinet, Inc.

Technology
17.6K
+ 35.0%
$55.39 - $77.55 $973K - $1.36M
67.7K $5.25M
PAYC
Paycom Software, Inc.

Technology
11.7K
+ 110.51%
$140.16 - $173.86 $1.64M - $2.03M
22.3K $3.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21.4K
+ 736.33%
$100.3 - $100.74 $2.15M - $2.16M
24.3K $2.45M
IEF
Ishares Barclays

ETFs
13.5K
+ 8.36%
$92.67 - $99.14 $1.25M - $1.34M
176K $17.2M
EW
Edwards Lifesciences Corp

Healthcare
31.5K
+ 336.32%
$59.7 - $93.78 $1.88M - $2.96M
40.9K $2.7M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
19.4K
+ 4.67%
$42.76 - $45.16 $828K - $874K
434K $19.4M
JPRE
J P Morgan Exchange Traded Fd

ETFs
18.4K
+ 20.13%
$43.9 - $51.94 $808K - $956K
110K $5.6M
KEYS
Keysight Technologies, Inc.

Technology
6.87K
+ 32.72%
$119.86 - $158.87 $823K - $1.09M
27.9K $4.43M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
30.5K
+ 57.79%
$27.14 - $35.2 $827K - $1.07M
83.2K $2.91M
NOW
Service Now, Inc.

Technology
844
+ 13.33%
$730.87 - $937.36 $617K - $791K
7.18K $6.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.19K
+ 1.56%
$162.83 - $179.16 $193K - $212K
77.4K $13.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.67K
+ 2.85%
$332.02 - $382.76 $553K - $638K
60.1K $22.6M
VEEV
Veeva Systems Inc

Healthcare
3.69K
+ 22.73%
$180.43 - $223.9 $666K - $826K
19.9K $4.18M
CTAS
Cintas Corp

Industrials
20.8K
+ 332.1%
$201.38 - $819.83 $4.2M - $17.1M
27.1K $5.58M
MSCI
Msci Inc.

Financial Services
1.03K
+ 18.27%
$479.31 - $584.91 $492K - $600K
6.64K $3.87M
ZTS
Zoetis Inc.

Healthcare
3.35K
+ 21.08%
$172.58 - $196.48 $578K - $658K
19.2K $3.76M
SPGI
S&P Global Inc.

Financial Services
926
+ 12.78%
$446.32 - $527.38 $413K - $488K
8.17K $4.22M
PFE
Pfizer Inc

Healthcare
28.2K
+ 16.17%
$27.7 - $31.39 $782K - $887K
203K $5.87M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.41K
+ 1.22%
$113.41 - $125.62 $160K - $177K
117K $14.7M
IDXX
Idexx Laboratories Inc

Healthcare
1.7K
+ 33.0%
$455.08 - $517.19 $775K - $880K
6.86K $3.46M
DGRO
Ishares Core Dividend Growth E

ETFs
11.4K
+ 33.79%
$57.47 - $62.76 $654K - $714K
45.1K $2.83M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.19K
+ 41.91%
$233.4 - $302.36 $979K - $1.27M
14.2K $3.85M
HD
Home Depot, Inc.

Consumer Cyclical
244
+ 2.21%
$333.64 - $405.2 $81.4K - $98.9K
11.3K $4.58M
DJP
Barclays Bank PLC

ETFs
19.6K
+ 9.31%
$32.3 - $32.3 $633K - $633K
230K $7.43M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
20.1K
+ 6.5%
$23.57 - $24.19 $474K - $486K
330K $7.96M
AMD
Advanced Micro Devices Inc

Technology
1.44K
+ 0.79%
$128.67 - $183.96 $186K - $265K
184K $30.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
6.15K
+ 9.33%
$55.15 - $59.31 $339K - $365K
72.1K $4.27M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.44K
+ 162.02%
$50.52 - $50.95 $426K - $430K
13.6K $694K
T
At&T Inc.

Communication Services
15.8K
+ 68.88%
$18.21 - $22.28 $287K - $351K
38.7K $850K
GILD
Gilead Sciences, Inc.

Healthcare
402
+ 1.73%
$66.59 - $83.99 $26.8K - $33.8K
23.6K $1.98M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.13%
$191.76 - $263.26 $1.34K - $1.84K
5.33K $1.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.26K
+ 473.58%
$217.89 - $392.15 $273K - $492K
1.52K $426K
LMT
Lockheed Martin Corp

Industrials
19
+ 0.73%
$460.3 - $584.56 $8.75K - $11.1K
2.61K $1.53M
IBM
International Business Machines Corp

Technology
987
+ 52.53%
$175.1 - $223.38 $173K - $220K
2.87K $633K
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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