First Foundation Advisors Reduced Holdings in Q4 2024

First Foundation Advisors

  • $2.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-38.5K
- 13.6%
$63.31 - $82.85 $2.43M - $3.19M
244K $18.1M
HD
Home Depot, Inc.

Consumer Cyclical
-140
- 1.24%
$385.02 - $431.37 $53.9K - $60.4K
11.2K $4.34M
ELV
Elevance Health, Inc.

Healthcare
-126
- 10.5%
$365.96 - $514.62 $46.1K - $64.8K
1.07K $396K
BX
Blackstone Inc.

Financial Services
-1.68K
- 43.59%
$148.45 - $199.05 $249K - $334K
2.17K $374K
VTI
Vanguard Total Stock Market Et

ETFs
-880
- 14.01%
$280.04 - $302.45 $246K - $266K
5.4K $1.56M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.73K
- 9.55%
$50.67 - $50.9 $189K - $190K
35.3K $1.79M
MOH
Molina Healthcare, Inc.

Healthcare
-10
- 0.3%
$274.73 - $341.91 $2.75K - $3.42K
3.29K $957K
ADI
Analog Devices Inc

Technology
-619
- 26.65%
$206.35 - $236.48 $128K - $146K
1.7K $362K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.12K
- 14.99%
$59.25 - $72.99 $66.1K - $81.5K
6.33K $378K
SPG
Simon Property Group Inc

Real Estate
-1.04K
- 35.91%
$167.23 - $183.84 $174K - $192K
1.86K $320K
PSA
Public Storage

Real Estate
-25
- 1.07%
$289.33 - $360.21 $7.23K - $9.01K
2.31K $692K
TGT
Target Corp

Consumer Defensive
-458
- 9.82%
$121.59 - $160.69 $55.7K - $73.6K
4.2K $568K
NOC
Northrop Grumman Corp

Industrials
-59
- 2.75%
$466.52 - $543.88 $27.5K - $32.1K
2.09K $978K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-595
- 3.95%
$521.84 - $558.82 $310K - $332K
14.5K $7.8M
SHEL
Shell PLC

Energy
-2.03K
- 33.58%
$60.63 - $70.23 $123K - $142K
4.01K $251K
MO
Altria Group, Inc.

Consumer Defensive
-3.31K
- 12.25%
$49.06 - $57.74 $162K - $191K
23.7K $1.24M
PG
Procter & Gamble CO

Consumer Defensive
-495
- 4.9%
$161.05 - $179.7 $79.7K - $89K
9.61K $1.61M
SHW
Sherwin Williams CO

Basic Materials
-114
- 4.79%
$338.75 - $399.71 $38.6K - $45.6K
2.27K $770K
VEA
Vanguard Ftse Developed Market

ETFs
-1.82K
- 22.51%
$47.57 - $52.44 $86.6K - $95.5K
6.27K $299K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.33K
- 10.04%
$112.15 - $127.2 $149K - $169K
11.9K $1.44M
GE
General Electric CO

Industrials
-295
- 10.35%
$159.95 - $194.23 $47.2K - $57.3K
2.55K $425K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-6.92K
- 9.47%
$8.2 - $9.12 $56.7K - $63.1K
66.1K $551K
MCD
Mcdonalds Corp

Consumer Cyclical
-141
- 3.61%
$288.47 - $316.54 $40.7K - $44.6K
3.76K $1.09M
VZ
Verizon Communications Inc

Communication Services
-334
- 1.99%
$39.6 - $45.21 $13.2K - $15.1K
16.5K $658K
YUM
Yum Brands Inc

Consumer Cyclical
-514
- 11.13%
$130.36 - $139.54 $67K - $71.7K
4.1K $550K
PDI
Pimco Dynamic Income Fund

Financial Services
-100
- 0.21%
$18.33 - $20.85 $1.83K - $2.09K
47K $862K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-338
- 1.0%
$21.0 - $23.52 $7.1K - $7.95K
33.5K $714K
AGNC
Agnc Investment Corp.

Real Estate
-2.88K
- 5.9%
$9.21 - $10.59 $26.5K - $30.5K
45.9K $423K
CMCSA
Comcast Corp

Communication Services
-434
- 2.62%
$37.39 - $45.14 $16.2K - $19.6K
16.1K $605K
CNI
Canadian National Railway CO

Industrials
-189
- 4.57%
$100.62 - $117.12 $19K - $22.1K
3.95K $400K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.4K
- 5.71%
$42.33 - $43.3 $59.4K - $60.7K
23.2K $987K
INTC
Intel Corp

Technology
-1.79K
- 13.82%
$19.07 - $26.23 $34.2K - $47K
11.2K $223K
PCQ
Pimco California Municipal Income Fund

Financial Services
-1.06K
- 1.43%
$8.97 - $10.18 $9.46K - $10.7K
72.9K $659K
NKE
Nike, Inc.

Consumer Cyclical
-126
- 2.59%
$73.36 - $89.13 $9.24K - $11.2K
4.74K $358K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-991
- 16.45%
$44.04 - $49.49 $43.6K - $49K
5.03K $221K
DIAL
Columbia ETF Tr I Diversified

ETFs
-1.04K
- 2.28%
$17.52 - $18.45 $18.3K - $19.3K
44.7K $782K
ABT
Abbott Laboratories

Healthcare
-452
- 4.22%
$111.93 - $119.39 $50.6K - $54K
10.3K $1.16M
RTX
Raytheon Technologies Corp

Industrials
-62
- 0.64%
$114.45 - $127.21 $7.1K - $7.89K
9.56K $1.11M
IWS
Ishares Russell Midcap Value E

ETFs
-175
- 1.66%
$128.08 - $140.32 $22.4K - $24.6K
10.4K $1.34M
ORCL
Oracle Corp

Technology
-25
- 0.2%
$165.41 - $192.43 $4.14K - $4.81K
12.2K $2.03M
TSI
Tcw Strategic Income Fund Inc

Financial Services
-5.31K
- 6.72%
$4.81 - $5.12 $25.5K - $27.2K
73.6K $354K
SHYD
Vaneck Short High Yield Muni E

ETFs
-733
- 0.53%
$22.45 - $22.81 $16.5K - $16.7K
137K $3.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-116
- 1.98%
$183.23 - $199.79 $21.3K - $23.2K
5.74K $1.06M
PH
Parker Hannifin Corp

Industrials
-76
- 5.93%
$621.74 - $709.46 $47.3K - $53.9K
1.21K $767K
UNP
Union Pacific Corp

Industrials
-44
- 2.64%
$223.15 - $249.32 $9.82K - $11K
1.62K $369K
COP
Conocophillips

Energy
-183
- 6.3%
$95.12 - $114.72 $17.4K - $21K
2.72K $269K
IWN
Ishares Russell2000 Val ETF

ETFs
-117
- 2.09%
$162.69 - $181.35 $19K - $21.2K
5.47K $897K
XEL
Xcel Energy Inc

Utilities
-850
- 7.83%
$62.16 - $72.92 $52.8K - $62K
10K $675K
XLE
Energy Sector Spdr

ETFs
-306
- 10.5%
$83.32 - $97.27 $25.5K - $29.8K
2.61K $223K
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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