First Foundation Advisors Reduced Holdings in Q3 2024

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.03K
- 52.21%
$31.05 - $34.29 $218K - $241K
6.43K $220K
LLY
Eli Lilly & CO

Healthcare
-167
- 6.0%
$772.14 - $960.02 $129K - $160K
2.62K $2.32M
DHR
Danaher Corp

Healthcare
-5.05K
- 11.81%
$239.25 - $280.76 $1.21M - $1.42M
37.7K $10.5M
MDT
Medtronic PLC

Healthcare
-3.47K
- 31.3%
$76.84 - $91.03 $266K - $316K
7.61K $685K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.16K
- 7.14%
$475.2 - $527.7 $551K - $612K
15.1K $7.95M
SYK
Stryker Corp

Healthcare
-522
- 40.81%
$315.94 - $371.96 $165K - $194K
757 $273K
VT
Vanguard Total World Stk Index

ETFs
-1.56K
- 30.55%
$107.72 - $119.96 $168K - $187K
3.55K $425K
ETN
Eaton Corp PLC

Industrials
-511
- 42.23%
$272.52 - $333.02 $139K - $170K
699 $231K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2K
- 15.08%
$81.31 - $83.29 $163K - $167K
11.3K $936K
SBUX
Starbucks Corp

Consumer Cyclical
-6.31K
- 26.23%
$72.51 - $98.6 $457K - $622K
17.7K $1.73M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.87K
- 6.85%
$50.61 - $50.96 $145K - $146K
39K $1.99M
UNP
Union Pacific Corp

Industrials
-723
- 30.28%
$221.78 - $256.09 $160K - $185K
1.67K $410K
COP
Conocophillips

Energy
-892
- 23.5%
$102.3 - $116.61 $91.3K - $104K
2.9K $305K
XLE
Energy Sector Spdr

ETFs
-1.26K
- 30.15%
$84.35 - $93.39 $106K - $117K
2.92K $255K
DIAL
Columbia ETF Tr I Diversified

ETFs
-9.14K
- 16.67%
$17.48 - $18.51 $160K - $169K
45.7K $844K
VUG
Vanguard Growth ETF

ETFs
-375
- 18.08%
$341.08 - $391.94 $128K - $147K
1.7K $652K
GLD
Spdr Gold Trust

ETFs
-1.15K
- 19.07%
$215.56 - $246.98 $249K - $285K
4.89K $1.19M
PCAR
Paccar Inc

Industrials
-744
- 11.03%
$91.64 - $109.98 $68.2K - $81.8K
6K $591K
SHEL
Shell PLC

Energy
-836
- 12.17%
$65.65 - $73.28 $54.9K - $61.3K
6.03K $397K
HON
Honeywell International Inc

Industrials
-263
- 4.91%
$196.73 - $220.21 $51.7K - $57.9K
5.1K $1.05M
V
Visa Inc.

Financial Services
-1.15K
- 6.22%
$253.74 - $291.56 $292K - $335K
17.3K $4.76M
CNI
Canadian National Railway CO

Industrials
-686
- 14.23%
$110.1 - $123.65 $75.5K - $84.8K
4.14K $484K
YUM
Yum Brands Inc

Consumer Cyclical
-880
- 16.01%
$125.95 - $139.96 $111K - $123K
4.62K $644K
ICE
Intercontinental Exchange, Inc.

Financial Services
-909
- 34.99%
$136.93 - $162.81 $124K - $148K
1.69K $271K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.48K
- 33.22%
$38.89 - $42.97 $96.3K - $106K
4.98K $213K
ROK
Rockwell Automation, Inc

Industrials
-207
- 6.03%
$248.27 - $294.37 $51.4K - $60.9K
3.22K $865K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-193
- 26.33%
$531.86 - $624.21 $103K - $120K
540 $334K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.6K
- 29.37%
$32.04 - $37.11 $83.4K - $96.6K
6.26K $228K
SONY
Sony Group Corp

Technology
-1.19K
- 28.93%
$81.61 - $98.65 $96.8K - $117K
2.91K $281K
ELV
Elevance Health, Inc.

Healthcare
-74
- 5.81%
$500.12 - $562.29 $37K - $41.6K
1.2K $624K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.23K
- 15.49%
$44.66 - $49.15 $54.8K - $60.4K
6.7K $315K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-6.58K
- 18.2%
$13.15 - $14.12 $86.6K - $93K
29.6K $417K
EFSC
Enterprise Financial Services Corp

Financial Services
-2.9K
- 33.07%
$38.94 - $54.0 $113K - $157K
5.87K $301K
KO
Coca Cola CO

Consumer Defensive
-2.06K
- 17.53%
$62.69 - $73.01 $129K - $150K
9.69K $695K
GS
Goldman Sachs Group Inc

Financial Services
-167
- 22.6%
$459.02 - $510.25 $76.7K - $85.2K
572 $283K
XLK
Technology Sector Spdr

ETFs
-217
- 7.12%
$197.34 - $237.68 $42.8K - $51.6K
2.83K $639K
EMR
Emerson Electric CO

Industrials
-399
- 6.52%
$98.19 - $118.87 $39.2K - $47.4K
5.72K $625K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-601
- 21.54%
$139.03 - $157.34 $83.6K - $94.6K
2.19K $344K
OTIS
Otis Worldwide Corp

Industrials
-620
- 20.27%
$91.43 - $104.43 $56.7K - $64.7K
2.44K $253K
KMI
Kinder Morgan, Inc.

Energy
-3.31K
- 19.54%
$19.72 - $22.22 $65.3K - $73.6K
13.6K $301K
PKG
Packaging Corp Of America

Consumer Cyclical
-445
- 23.51%
$176.32 - $215.7 $78.5K - $96K
1.45K $311K
NVS
Novartis Ag

Healthcare
-389
- 16.46%
$106.13 - $120.89 $41.3K - $47K
1.98K $227K
F
Ford Motor CO

Consumer Cyclical
-146
- 1.27%
$9.71 - $14.55 $1.42K - $2.12K
11.3K $119K
GD
General Dynamics Corp

Industrials
-114
- 12.51%
$279.51 - $308.09 $31.9K - $35.1K
797 $240K
BX
Blackstone Inc.

Financial Services
-1.08K
- 21.81%
$120.77 - $159.66 $130K - $172K
3.85K $590K
CMCSA
Comcast Corp

Communication Services
-1.59K
- 8.75%
$37.33 - $41.78 $59.2K - $66.3K
16.6K $691K
IGV
Ishares Expanded Tech Software

ETFs
-299
- 8.41%
$77.94 - $89.37 $23.3K - $26.7K
3.26K $290K
WMB
Williams Companies, Inc.

Energy
-1.08K
- 10.14%
$41.24 - $46.22 $44.7K - $50.1K
9.6K $438K
AMGN
Amgen Inc

Healthcare
-149
- 4.3%
$309.38 - $337.38 $46.1K - $50.3K
3.31K $1.07M
Activity Summary
Buys All Purchases 131 New Holdings 21 Increased Positions 110 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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