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
BIP
Brookfield Infrastructure Partners L.P.

Utilities
8K
+ 11.53%
$26.99 - $33.86 $216K - $271K
77.4K $2.59M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
12.9K
+ 104.02%
$39.34 - $40.41 $509K - $523K
25.4K $1.02M
WMT
Walmart Inc.

Consumer Defensive
3.08K
+ 15.99%
$81.79 - $99.98 $252K - $308K
22.3K $2.18M
GS
Goldman Sachs Group Inc

Financial Services
551
+ 116.99%
$462.22 - $707.75 $255K - $390K
1.02K $723K
IWS
Ishares Russell Midcap Value E

ETFs
2.87K
+ 22.49%
$110.58 - $132.14 $318K - $380K
15.7K $2.07M
EFG
Msci Eafe Growth ETF

ETFs
1.6K
+ 7.21%
$89.8 - $112.0 $143K - $179K
23.7K $2.66M
IBM
International Business Machines Corp

Technology
930
+ 27.54%
$221.03 - $294.78 $206K - $274K
4.31K $1.27M
EEM
Ishares Msci Emerging Markets

ETFs
4.33K
+ 10.59%
$38.52 - $48.28 $167K - $209K
45.2K $2.18M
T
At&T Inc.

Communication Services
11.7K
+ 31.31%
$26.33 - $28.94 $308K - $338K
49K $1.42M
EFV
Msci Eafe Value ETF

ETFs
2.69K
+ 6.82%
$52.4 - $64.65 $141K - $174K
42.1K $2.67M
AOR
Ishares Tr Core Growth Allocat

ETFs
214
+ 0.3%
$53.36 - $61.57 $11.4K - $13.2K
72.2K $4.45M
EW
Edwards Lifesciences Corp

Healthcare
905
+ 2.36%
$67.07 - $78.22 $60.7K - $70.8K
39.2K $3.07M
AXP
American Express CO

Financial Services
296
+ 8.9%
$231.39 - $318.98 $68.5K - $94.4K
3.62K $1.15M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.73K
+ 10.01%
$49.79 - $50.75 $236K - $240K
52K $2.64M
BA
Boeing CO

Industrials
245
+ 5.02%
$136.59 - $217.51 $33.5K - $53.3K
5.12K $1.07M
LOW
Lowes Companies Inc

Consumer Cyclical
3.31K
+ 7.62%
$210.83 - $235.28 $697K - $778K
46.7K $10.4M
ROK
Rockwell Automation, Inc

Industrials
3
+ 0.1%
$218.97 - $332.17 $657 - $997
3.16K $1.05M
HON
Honeywell International Inc

Industrials
496
+ 10.77%
$182.86 - $232.88 $90.7K - $116K
5.1K $1.19M
KO
Coca Cola CO

Consumer Defensive
2.94K
+ 42.9%
$68.37 - $73.9 $201K - $217K
9.79K $692K
VEA
Vanguard Ftse Developed Market

ETFs
2.9K
+ 48.62%
$45.65 - $57.01 $132K - $165K
8.87K $505K
MDT
Medtronic PLC

Healthcare
2.68K
+ 16.34%
$80.68 - $88.86 $216K - $238K
19.1K $1.66M
XLY
Select Sector Spdr Consumer Di

ETFs
576
+ 17.52%
$176.34 - $218.59 $102K - $126K
3.86K $839K
ISRG
Intuitive Surgical Inc

Healthcare
303
+ 61.34%
$451.58 - $565.94 $137K - $171K
797 $433K
AMGN
Amgen Inc

Healthcare
946
+ 36.05%
$262.28 - $309.85 $248K - $293K
3.57K $996K
DE
Deere & CO

Industrials
278
+ 36.63%
$412.99 - $531.48 $115K - $148K
1.04K $527K
JYNT
Joint Corp

Healthcare
27.4K
+ 17.33%
$9.7 - $12.51 $265K - $342K
185K $2.14M
VZ
Verizon Communications Inc

Communication Services
4.49K
+ 28.2%
$41.67 - $45.62 $187K - $205K
20.4K $882K
MCD
Mcdonalds Corp

Consumer Cyclical
710
+ 27.56%
$285.55 - $321.23 $203K - $228K
3.29K $960K
DAL
Delta Air Lines, Inc.

Industrials
1.46K
+ 9.62%
$35.88 - $52.99 $52.3K - $77.3K
16.6K $816K
XLI
Industrial Sector Spdr

ETFs
502
+ 10.8%
$116.42 - $147.52 $58.4K - $74.1K
5.15K $759K
ABT
Abbott Laboratories

Healthcare
820
+ 9.52%
$123.95 - $138.08 $102K - $113K
9.43K $1.28M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.79K
+ 39.49%
$30.87 - $39.17 $86.2K - $109K
9.87K $386K
ECL
Ecolab Inc.

Basic Materials
454
+ 55.64%
$225.65 - $270.95 $102K - $123K
1.27K $342K
PLD
Prologis, Inc.

Real Estate
5.03K
+ 8.53%
$89.76 - $112.34 $451K - $565K
64K $6.73M
TMO
Thermo Fisher Scientific Inc.

Healthcare
648
+ 44.47%
$390.26 - $489.06 $253K - $317K
2.11K $853K
XLK
Technology Sector Spdr

ETFs
10
+ 0.38%
$179.73 - $253.23 $1.8K - $2.53K
2.61K $661K
KMI
Kinder Morgan, Inc.

Energy
3.77K
+ 37.51%
$25.21 - $29.4 $95.1K - $111K
13.8K $406K
MSCI
Msci Inc.

Financial Services
44
+ 0.55%
$506.56 - $576.74 $22.3K - $25.4K
8K $4.61M
WM
Waste Management Inc

Industrials
531
+ 19.37%
$216.47 - $242.1 $115K - $129K
3.27K $748K
HD
Home Depot, Inc.

Consumer Cyclical
299
+ 2.98%
$335.24 - $380.78 $100K - $114K
10.3K $3.79M
WBS
Webster Financial Corp

Financial Services
1.4K
+ 12.72%
$41.76 - $54.91 $58.5K - $76.9K
12.4K $677K
ABBV
Abb Vie Inc.

Healthcare
1.63K
+ 19.8%
$170.16 - $206.27 $278K - $337K
9.87K $1.83M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
705
+ 12.43%
$73.02 - $90.22 $51.5K - $63.6K
6.38K $568K
ZTS
Zoetis Inc.

Healthcare
1.7K
+ 7.29%
$144.41 - $170.3 $245K - $290K
25K $3.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
143
+ 2.75%
$166.82 - $194.23 $23.9K - $27.8K
5.34K $1.04M
MRK
Merck & Co., Inc.

Healthcare
2.24K
+ 20.12%
$73.47 - $87.12 $164K - $195K
13.3K $1.06M
HYG
Ishares Tr

ETFs
564
+ 13.5%
$75.75 - $80.65 $42.7K - $45.5K
4.74K $382K
XLF
Financial Sector Spdr

ETFs
11
+ 0.05%
$43.92 - $52.37 $483 - $576
20.6K $1.08M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
74
+ 0.89%
$59.24 - $71.39 $4.38K - $5.28K
8.34K $594K
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
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