First Foundation Advisors Reduced Holdings in Q1 2025

First Foundation Advisors

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-13.7K
- 1.32%
$375.39 - $447.2 $5.15M - $6.14M
1.03M $386M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-263K
- 79.59%
$105.1 - $109.61 $27.6M - $28.8M
67.3K $7.32M
GOOG
Alphabet Inc.

Communication Services
-33.1K
- 6.11%
$156.06 - $207.71 $5.16M - $6.87M
508K $79.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-23.2K
- 6.3%
$190.26 - $242.06 $4.42M - $5.63M
346K $65.8M
AAPL
Apple Inc.

Technology
-15.2K
- 4.62%
$209.68 - $247.1 $3.18M - $3.75M
313K $69.5M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-92.1K
- 8.33%
$37.35 - $43.35 $3.44M - $3.99M
1.01M $38.4M
PWZ
Invesco California Amt Free Mu

ETFs
-237K
- 17.54%
$23.68 - $24.72 $5.62M - $5.86M
1.12M $26.6M
UPS
United Parcel Service Inc

Industrials
-13.6K
- 4.26%
$109.66 - $136.26 $1.49M - $1.85M
306K $33.6M
NVDA
Nvidia Corp

Technology
-6.88K
- 3.28%
$106.98 - $149.43 $736K - $1.03M
203K $22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-93.5K
- 5.86%
$56.17 - $59.71 $5.25M - $5.58M
1.5M $85.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-26.2K
- 4.85%
$108.02 - $120.45 $2.83M - $3.16M
514K $56.6M
KEYS
Keysight Technologies, Inc.

Technology
-30.1K
- 94.82%
$148.16 - $185.11 $4.45M - $5.56M
1.64K $246K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-109K
- 23.24%
$42.36 - $43.8 $4.6M - $4.76M
359K $15.6M
IEF
Ishares Barclays

ETFs
-49.1K
- 23.72%
$91.17 - $95.39 $4.48M - $4.69M
158K $15.1M
XCEM
Columbia ETF Tr Ii

ETFs
-132K
- 29.6%
$29.18 - $30.72 $3.85M - $4.05M
314K $9.27M
AMD
Advanced Micro Devices Inc

Technology
-2.96K
- 1.61%
$96.63 - $129.55 $286K - $383K
181K $18.6M
DJP
Barclays Bank PLC

ETFs
-112K
- 50.45%
N/A
110K $3.54M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-111K
- 10.18%
N/A
979K $30.9M
CME
Cme Group Inc.

Financial Services
-19.7K
- 32.92%
$225.82 - $266.54 $4.46M - $5.26M
40.2K $10.7M
ACN
Accenture PLC

Technology
-5.3K
- 13.83%
$300.91 - $398.25 $1.59M - $2.11M
33K $10.3M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-78.7K
- 40.91%
$37.17 - $41.44 $2.93M - $3.26M
114K $4.45M
DHR
Danaher Corp

Healthcare
-10.4K
- 30.87%
$201.62 - $250.59 $2.1M - $2.61M
23.3K $4.78M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-33K
- 3.0%
N/A
1.07M $91.7M
CMF
Ishares California Muni Bond E

ETFs
-34.3K
- 6.1%
$55.93 - $57.47 $1.92M - $1.97M
527K $29.7M
APH
Amphenol Corp

Technology
-22K
- 8.15%
$61.62 - $78.55 $1.36M - $1.73M
248K $16.3M
AMAT
Applied Materials Inc

Technology
-5.12K
- 5.19%
$145.06 - $195.51 $743K - $1M
93.5K $13.6M
ABC
Amerisourcebergen Corp

Healthcare
-13.2K
- 18.13%
N/A
59.5K $11M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.96K
- 12.57%
$551.42 - $612.93 $1.63M - $1.81M
20.6K $11.5M
GOOGL
Alphabet Inc.

Communication Services
-4.29K
- 9.46%
$154.33 - $206.19 $662K - $885K
41.1K $6.35M
CSGP
Costar Group, Inc.

Real Estate
-36.9K
- 40.57%
$69.29 - $80.37 $2.56M - $2.97M
54.1K $4.29M
CSCO
Cisco Systems, Inc.

Technology
-36.8K
- 34.59%
$58.74 - $64.87 $2.16M - $2.39M
69.6K $4.3M
TLF
Tandy Leather Factory, Inc.

Consumer Cyclical
-143K
- 17.28%
$2.9 - $5.42 $414K - $774K
684K $1.98M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.41K
- 11.08%
$222.66 - $268.42 $1.2M - $1.45M
43.4K $10.1M
TXN
Texas Instruments Inc

Technology
-9.17K
- 22.78%
N/A
31.1K $6.05M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-70.7K
- 34.37%
$22.83 - $23.75 $1.61M - $1.68M
135K $3.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.22K
- 15.37%
$507.05 - $563.67 $1.13M - $1.25M
12.2K $6.29M
AVGO
Broadcom Inc.

Technology
-2.6K
- 16.45%
$167.43 - $244.7 $436K - $637K
13.2K $2.21M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.6K
- 13.21%
$314.47 - $431.35 $503K - $691K
10.5K $3.85M
NEE
Nextera Energy Inc

Utilities
-16.3K
- 16.85%
$66.96 - $76.16 $1.09M - $1.24M
80.5K $5.7M
DIS
Walt Disney CO

Communication Services
-3.68K
- 5.6%
$96.87 - $114.0 $356K - $419K
62K $6.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.84K
- 7.3%
$114.9 - $139.6 $556K - $675K
61.4K $7.22M
JPM
Jpmorgan Chase & CO

Financial Services
-6.95K
- 5.45%
$225.19 - $279.95 $1.57M - $1.95M
120K $29.6M
RC
Ready Capital Corp

Real Estate
-87.5K
- 28.41%
$4.9 - $7.05 $429K - $617K
221K $1.12M
BUR
Burford Capital LTD

Financial Services
-90.1K
- 18.96%
$12.5 - $15.6 $1.13M - $1.41M
385K $5.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-568
- 10.3%
$222.15 - $428.22 $126K - $243K
4.95K $1.28M
AON
Aon PLC

Financial Services
-4.41K
- 21.57%
$348.44 - $409.32 $1.54M - $1.8M
16K $6.39M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.7K
- 1.73%
$120.29 - $134.6 $205K - $229K
96.7K $11.8M
VO
Vanguard Mid Cap ETF

ETFs
-3.04K
- 28.23%
$251.87 - $277.95 $766K - $846K
7.73K $2M
MA
Mastercard Inc

Financial Services
-3.28K
- 6.92%
$504.67 - $576.31 $1.65M - $1.89M
44.1K $24.2M
Activity Summary
Buys All Purchases 80 New Holdings 8 Increased Positions 72 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 1 Puts 0
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