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
PKG
Packaging Corp Of America

Consumer Cyclical
-260
- 20.36%
$192.03 - $242.13 $49.9K - $63K
1.02K $201K
ADP
Automatic Data Processing Inc

Industrials
-335
- 26.19%
$286.85 - $318.64 $96.1K - $107K
944 $288K
IWD
Ishares Russell 1000 Val ETF

ETFs
-546
- 9.52%
$182.82 - $196.21 $99.8K - $107K
5.19K $976K
ROBO
Robo Global Robotics And Autom

ETFs
-1.05K
- 16.77%
$51.5 - $60.89 $54.1K - $63.9K
5.21K $268K
HON
Honeywell International Inc

Industrials
-65
- 1.39%
$202.75 - $226.52 $13.2K - $14.7K
4.61K $975K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-260
- 14.28%
$168.84 - $202.89 $43.9K - $52.8K
1.56K $274K
ADI
Analog Devices Inc

Technology
-282
- 16.55%
$201.56 - $243.82 $56.8K - $68.8K
1.42K $286K
ISRG
Intuitive Surgical Inc

Healthcare
-116
- 19.02%
$476.63 - $610.45 $55.3K - $70.8K
494 $244K
XLK
Technology Sector Spdr

ETFs
-29
- 1.1%
$206.38 - $242.18 $5.99K - $7.02K
2.6K $537K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-30
- 0.28%
$113.22 - $126.36 $3.4K - $3.79K
10.5K $1.21M
GS
Goldman Sachs Group Inc

Financial Services
-100
- 17.51%
$524.81 - $672.19 $52.5K - $67.2K
471 $257K
NKE
Nike, Inc.

Consumer Cyclical
-125
- 2.64%
$63.29 - $81.72 $7.91K - $10.2K
4.61K $292K
PLD
Prologis, Inc.

Real Estate
-4K
- 6.35%
$103.59 - $124.04 $414K - $496K
59K $6.59M
UNP
Union Pacific Corp

Industrials
-325
- 20.05%
$225.21 - $254.42 $73.2K - $82.7K
1.3K $306K
WM
Waste Management Inc

Industrials
-700
- 20.34%
$200.54 - $233.78 $140K - $164K
2.74K $634K
PH
Parker Hannifin Corp

Industrials
-42
- 3.48%
$591.65 - $707.05 $24.8K - $29.7K
1.16K $707K
YUM
Yum Brands Inc

Consumer Cyclical
-969
- 23.62%
$123.25 - $162.53 $119K - $157K
3.13K $493K
XLP
Consumer Staples Sector Spdr

ETFs
-700
- 21.47%
N/A
2.56K $194K
COP
Conocophillips

Energy
-647
- 23.79%
$88.6 - $105.85 $57.3K - $68.5K
2.07K $217K
CMCSA
Comcast Corp

Communication Services
-1.07K
- 6.64%
$33.19 - $38.23 $35.5K - $40.9K
15.1K $555K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-4.28K
- 11.41%
$11.96 - $13.56 $51.2K - $58K
33.2K $426K
AMGN
Amgen Inc

Healthcare
-696
- 20.96%
$258.59 - $327.36 $180K - $228K
2.62K $817K
DD
Du Pont De Nemours, Inc.

Basic Materials
-246
- 1.34%
$72.7 - $84.32 $17.9K - $20.7K
18.1K $1.35M
XLI
Industrial Sector Spdr

ETFs
-332
- 6.67%
$128.78 - $141.67 $42.8K - $47K
4.65K $609K
SHOP
Shopify Inc.

Technology
-100
- 3.09%
$90.59 - $129.31 $9.06K - $12.9K
3.14K $299K
BAC
Bank Of America Corp

Financial Services
-482
- 4.48%
$39.61 - $47.74 $19.1K - $23K
10.3K $428K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-20
- 1.19%
$161.27 - $192.3 $3.23K - $3.85K
1.66K $267K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-916
- 2.6%
$50.72 - $50.92 $46.5K - $46.6K
34.4K $1.75M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.08K
- 16.83%
$47.08 - $50.67 $50.8K - $54.7K
5.34K $268K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-921
- 3.97%
$42.38 - $43.28 $39K - $39.9K
22.3K $946K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-160
- 6.43%
$157.71 - $180.77 $25.2K - $28.9K
2.33K $374K
DIAL
Columbia ETF Tr I Diversified

ETFs
-3.02K
- 6.76%
$17.36 - $17.95 $52.4K - $54.2K
41.6K $744K
EEM
Ishares Msci Emerging Markets

ETFs
-2.72K
- 6.24%
$40.81 - $45.34 $111K - $123K
40.9K $1.79M
MOH
Molina Healthcare, Inc.

Healthcare
-477
- 14.49%
$266.57 - $333.27 $127K - $159K
2.81K $926K
KMI
Kinder Morgan, Inc.

Energy
-1.54K
- 13.31%
$26.1 - $31.22 $40.3K - $48.2K
10.1K $286K
LLY
Eli Lilly & CO

Healthcare
-208
- 7.86%
$725.72 - $929.72 $151K - $193K
2.44K $2.01M
TSI
Tcw Strategic Income Fund Inc

Financial Services
-6.23K
- 8.46%
$4.76 - $4.93 $29.6K - $30.7K
67.4K $327K
MOTI
Vaneck Morningstar Internation

ETFs
-5.25K
- 10.49%
$29.35 - $35.37 $154K - $186K
44.8K $1.49M
PSA
Public Storage

Real Estate
-82
- 3.55%
$288.99 - $313.98 $23.7K - $25.7K
2.23K $667K
GE
General Electric CO

Industrials
-536
- 20.99%
$168.59 - $212.13 $90.4K - $114K
2.02K $403K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-649
- 1.35%
$50.39 - $50.66 $32.7K - $32.9K
47.4K $2.4M
CNI
Canadian National Railway CO

Industrials
-50
- 1.27%
$95.46 - $106.79 $4.77K - $5.34K
3.9K $379K
ITA
Ishares Tr

ETFs
-300
- 8.52%
$144.84 - $159.5 $43.5K - $47.9K
3.22K $493K
CTVA
Corteva, Inc.

Basic Materials
-800
- 14.55%
$55.94 - $66.15 $44.8K - $52.9K
4.7K $295K
ABT
Abbott Laboratories

Healthcare
-1.65K
- 16.04%
$111.1 - $140.22 $183K - $231K
8.61K $1.14M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.4K
- 9.45%
$11.13 - $11.61 $15.5K - $16.2K
13.4K $149K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-1.43K
- 12.47%
$10.81 - $11.29 $15.4K - $16.1K
10K $109K
TJX
Tjx Companies Inc

Consumer Cyclical
-161
- 1.35%
$112.81 - $126.16 $18.2K - $20.3K
11.8K $1.43M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-200
- 3.97%
$42.5 - $46.71 $8.5K - $9.34K
4.83K $218K
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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