First Foundation Advisors Reduced Holdings in Q2 2025

First Foundation Advisors

  • $2.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
-362
- 2.0%
$55.13 - $75.25 $20K - $27.2K
17.7K $1.22M
VUG
Vanguard Growth ETF

ETFs
-556
- 32.84%
$329.49 - $438.4 $183K - $244K
1.14K $498K
CMCSA
Comcast Corp

Communication Services
-2.62K
- 17.42%
$32.84 - $36.72 $86.1K - $96.3K
12.4K $443K
ELV
Elevance Health, Inc.

Healthcare
-159
- 15.11%
$372.27 - $452.69 $59.2K - $72K
893 $347K
PCQ
Pimco California Municipal Income Fund

Financial Services
-10.1K
- 17.0%
$8.18 - $9.04 $82.5K - $91.2K
49.2K $422K
GILD
Gilead Sciences, Inc.

Healthcare
-677
- 2.93%
$96.91 - $113.0 $65.6K - $76.5K
22.4K $2.49M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-3.08K
- 9.29%
$19.12 - $22.36 $58.9K - $68.8K
30.1K $642K
TGT
Target Corp

Consumer Defensive
-767
- 18.28%
$88.76 - $105.77 $68.1K - $81.1K
3.43K $338K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.25K
- 17.5%
$83.8 - $101.39 $105K - $127K
5.9K $597K
VIG
Vanguard Dividend Appreciation

ETFs
-500
- 16.03%
N/A
2.62K $477K
WEC
Wec Energy Group, Inc.

Utilities
-597
- 18.1%
$102.24 - $109.76 $61K - $65.5K
2.7K $281K
MOTI
Vaneck Morningstar Internation

ETFs
-4.01K
- 8.96%
$30.01 - $34.75 $120K - $139K
40.8K $1.41M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-4.65K
- 15.72%
$12.24 - $13.88 $56.9K - $64.6K
24.9K $336K
TSI
Tcw Strategic Income Fund Inc

Financial Services
-14.4K
- 21.36%
$4.73 - $4.96 $68.1K - $71.4K
53K $258K
SHW
Sherwin Williams CO

Basic Materials
-155
- 7.01%
$313.51 - $363.51 $48.6K - $56.3K
2.06K $706K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.68K
- 0.46%
$96.84 - $99.46 $163K - $167K
362K $35.9M
EPD
Enterprise Products Partners L.P.

Energy
-1.05K
- 10.44%
$28.95 - $34.22 $30.4K - $35.9K
9.01K $279K
SYK
Stryker Corp

Healthcare
-200
- 24.75%
$337.37 - $395.63 $67.5K - $79.1K
608 $240K
BOND
Pimco Active Bond Exchange Tra

ETFs
-605
- 6.51%
$89.87 - $92.93 $54.4K - $56.2K
8.68K $800K
ADI
Analog Devices Inc

Technology
-457
- 32.14%
$164.6 - $238.02 $75.2K - $109K
965 $229K
MO
Altria Group, Inc.

Consumer Defensive
-397
- 1.85%
$55.56 - $60.91 $22.1K - $24.2K
21K $1.23M
DSL
Double Line Income Solutions Fund

Financial Services
-3.38K
- 14.13%
$11.15 - $12.57 $37.7K - $42.5K
20.6K $251K
WMB
Williams Companies, Inc.

Energy
-1.25K
- 13.48%
$54.33 - $62.87 $68K - $78.7K
8.03K $504K
LMT
Lockheed Martin Corp

Industrials
-177
- 8.36%
$430.82 - $486.45 $76.3K - $86.1K
1.94K $898K
DJP
Barclays Bank PLC

ETFs
-1.39K
- 1.27%
N/A
108K $3.5M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-4.77K
- 7.21%
$8.06 - $8.67 $38.4K - $41.3K
61.3K $524K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-287
- 18.39%
$149.76 - $186.42 $43K - $53.5K
1.27K $237K
CNI
Canadian National Railway CO

Industrials
-571
- 14.66%
$92.66 - $108.13 $52.9K - $61.7K
3.33K $345K
CTO
Cto Realty Growth, Inc.

Real Estate
-375
- 3.03%
$16.86 - $19.44 $6.32K - $7.29K
12K $207K
BE
Bloom Energy Corp

Industrials
-14K
- 18.76%
$16.32 - $23.92 $228K - $334K
60.5K $1.45M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-348
- 0.73%
$50.36 - $50.68 $17.5K - $17.6K
47K $2.38M
IEMG
Ishares Inc

ETFs
-292
- 0.05%
N/A
593K $31.8M
UNP
Union Pacific Corp

Industrials
-19
- 1.47%
$208.27 - $238.46 $3.96K - $4.53K
1.28K $293K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12
- 0.19%
$63.54 - $68.5 $762 - $822
6.26K $422K
VO
Vanguard Mid Cap ETF

ETFs
-597
- 7.72%
$228.54 - $279.83 $136K - $167K
7.14K $2M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-92
- 0.16%
N/A
56.3K $1.1M
Blackrock Inc
-17
- 0.58%
N/A
2.92K $0
Brookfield Corp
-17.7K
- 11.92%
N/A
131K $0
Canadian Pacific Kansas City
-1.93K
- 1.26%
N/A
151K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-254
- 0.5%
N/A
50.5K $0
Labcorp Holdings Inc
-3.7K
- 16.2%
N/A
19.1K $0
LENB
Lennar Corporation Cl B
-98
- 3.78%
N/A
2.49K $0
Linde PLC
-864
- 6.8%
N/A
11.8K $0
Alps ETF Tr
-3.31K
- 4.51%
N/A
70.2K $0
America Movil Sab De Cv
-1.2K
- 8.39%
N/A
13.1K $0
BX
Blackstone Inc.

Financial Services
-152
- 6.27%
$120.07 - $151.11 $18.3K - $23K
2.27K $339K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-5.42K
- 12.08%
$39.43 - $49.34 $214K - $268K
39.5K $1.87M
MS
Morgan Stanley

Financial Services
-750
- 13.55%
$99.83 - $140.86 $74.9K - $106K
4.79K $674K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-98
- 1.02%
$90.56 - $109.49 $8.87K - $10.7K
9.54K $1.04M
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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