First Foundation Advisors Reduced Holdings in Q3 2025

First Foundation Advisors

  • $2.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-175K
- 48.53%
$97.75 - $100.75 $17.2M - $17.7M
186K $18.7M
PWZ
Invesco California Amt Free Mu

ETFs
-489K
- 51.32%
$22.77 - $24.07 $11.1M - $11.8M
464K $11.1M
CMF
Ishares California Muni Bond E

ETFs
-175K
- 33.48%
$55.16 - $57.13 $9.63M - $9.97M
347K $19.8M
AMAT
Applied Materials Inc

Technology
-40.7K
- 51.13%
$156.25 - $204.95 $6.35M - $8.33M
38.9K $7.96M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-76.5K
- 8.73%
N/A
800K $68.7M
UPS
United Parcel Service Inc

Industrials
-24.7K
- 11.39%
$82.58 - $105.54 $2.04M - $2.61M
193K $16.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10.4K
- 81.67%
$567.77 - $614.76 $5.91M - $6.4M
2.34K $1.43M
AMZN
Amazon Com Inc

Consumer Cyclical
-26.2K
- 7.84%
$211.65 - $238.24 $5.54M - $6.23M
307K $67.5M
JPRE
J P Morgan Exchange Traded Fd

ETFs
-85.8K
- 16.35%
$46.56 - $49.11 $4M - $4.22M
439K $21.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11.8K
- 9.82%
$459.11 - $506.91 $5.4M - $5.96M
108K $54.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-6.73K
- 85.07%
$473.44 - $553.71 $3.19M - $3.73M
1.18K $646K
PM
Philip Morris International Inc.

Consumer Defensive
-4K
- 3.54%
$157.77 - $183.27 $630K - $732K
109K $17.6M
MA
Mastercard Inc

Financial Services
-5.21K
- 12.39%
$550.18 - $598.96 $2.86M - $3.12M
36.8K $20.9M
FTNT
Fortinet, Inc.

Technology
-10.8K
- 13.32%
$74.39 - $107.65 $800K - $1.16M
70K $5.89M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11.2K
- 18.3%
$420.11 - $472.68 $4.71M - $5.3M
50.1K $23.5M
ACN
Accenture PLC

Technology
-4.52K
- 16.57%
$232.56 - $304.78 $1.05M - $1.38M
22.7K $5.61M
SPGI
S&P Global Inc.

Financial Services
-4.26K
- 68.76%
$484.94 - $564.15 $2.07M - $2.4M
1.94K $942K
QCOM
Qualcomm Inc

Technology
-18.7K
- 15.73%
$145.84 - $173.55 $2.73M - $3.25M
100K $16.7M
IEF
Ishares Barclays

ETFs
-23.2K
- 15.0%
$93.91 - $97.26 $2.18M - $2.26M
132K $12.7M
PAYC
Paycom Software, Inc.

Technology
-6.4K
- 23.01%
$208.14 - $238.8 $1.33M - $1.53M
21.4K $4.46M
COST
Costco Wholesale Corp

Consumer Defensive
-919
- 5.95%
$915.95 - $994.57 $842K - $914K
14.5K $13.5M
SRLN
Ssga Active Trust

ETFs
-42.7K
- 10.58%
$41.28 - $41.65 $1.76M - $1.78M
361K $15M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-17.1K
- 17.89%
$100.37 - $100.74 $1.71M - $1.72M
78.4K $7.9M
NOW
Service Now, Inc.

Technology
-794
- 10.0%
$850.86 - $1044.69 $676K - $829K
7.15K $6.58M
INTU
Intuit Inc

Technology
-908
- 10.19%
$646.03 - $807.39 $587K - $733K
8K $5.46M
TCHP
T Rowe Price Exchange Traded F

Technology
-36.7K
- 42.47%
$44.9 - $49.35 $1.65M - $1.81M
49.7K $2.43M
MELI
Mercadolibre Inc

Consumer Cyclical
-293
- 10.98%
$2292.04 - $2514.05 $672K - $737K
2.38K $5.55M
CTAS
Cintas Corp

Industrials
-4.08K
- 12.32%
$199.29 - $226.27 $814K - $924K
29K $5.96M
ABC
Amerisourcebergen Corp

Healthcare
-7.66K
- 14.28%
N/A
46K $8.51M
MDT
Medtronic PLC

Healthcare
-16.3K
- 85.34%
$87.67 - $95.74 $1.43M - $1.56M
2.8K $266K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-64.9K
- 11.5%
$67.52 - $76.75 $4.39M - $4.98M
500K $37.4M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-125K
- 13.44%
$40.68 - $46.33 $5.09M - $5.79M
805K $36.6M
CME
Cme Group Inc.

Financial Services
-3.95K
- 11.76%
$258.83 - $287.1 $1.02M - $1.14M
29.7K $8.02M
META
Meta Platforms, Inc.

Communication Services
-1.51K
- 6.55%
$695.21 - $791.73 $1.05M - $1.19M
21.5K $15.8M
DHR
Danaher Corp

Healthcare
-5.39K
- 30.62%
$181.46 - $212.2 $978K - $1.14M
12.2K $2.42M
ADBE
Adobe Inc.

Technology
-1.46K
- 10.02%
$333.65 - $392.1 $486K - $571K
13.1K $4.61M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-7.61K
- 72.37%
$126.64 - $135.65 $963K - $1.03M
2.9K $393K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-21.9K
- 55.49%
$46.69 - $59.27 $1.02M - $1.3M
17.6K $932K
CSCO
Cisco Systems, Inc.

Technology
-12.7K
- 19.62%
$66.2 - $71.79 $841K - $912K
52K $3.56M
O
Realty Income Corp

Real Estate
-18.2K
- 28.43%
$56.13 - $60.79 $1.02M - $1.11M
45.8K $2.79M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-86
- 7.98%
$5364.25 - $5815.92 $461K - $500K
992 $5.36M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.76K
- 10.34%
$137.51 - $145.26 $1.07M - $1.13M
67.3K $9.58M
AON
Aon PLC

Financial Services
-2.3K
- 17.06%
$350.91 - $375.27 $807K - $863K
11.2K $3.99M
BUR
Burford Capital LTD

Financial Services
-6.8K
- 2.16%
$11.96 - $14.84 $81.3K - $101K
309K $3.69M
PECO
Phillips Edison & Company, Inc.

Real Estate
-20.5K
- 37.27%
$33.04 - $36.15 $677K - $741K
34.5K $1.18M
PLTR
Palantir Technologies Inc.

Technology
-6.74K
- 55.8%
$130.68 - $186.97 $881K - $1.26M
5.34K $973K
VEEV
Veeva Systems Inc

Healthcare
-3.03K
- 12.33%
$269.2 - $297.91 $815K - $902K
21.5K $6.41M
CPRT
Copart Inc

Consumer Cyclical
-7.03K
- 8.89%
$44.6 - $49.97 $313K - $351K
72K $3.24M
ZTS
Zoetis Inc.

Healthcare
-2.56K
- 10.23%
$141.13 - $159.19 $361K - $407K
22.5K $3.29M
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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