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
SYY
Sysco Corp

Consumer Defensive
-308
- 6.61%
$73.63 - $81.77 $22.7K - $25.2K
4.35K $332K
SNPS
Synopsys Inc

Technology
-18
- 1.84%
$485.36 - $588.0 $8.74K - $10.6K
960 $465K
XLK
Technology Sector Spdr

ETFs
-200
- 7.06%
$220.26 - $241.44 $44.1K - $48.3K
2.63K $611K
OTIS
Otis Worldwide Corp

Industrials
-6
- 0.25%
$92.57 - $106.01 $555 - $636
2.43K $225K
ADP
Automatic Data Processing Inc

Industrials
-175
- 12.04%
$280.08 - $307.97 $49K - $53.9K
1.28K $374K
DSL
Double Line Income Solutions Fund

Financial Services
-1.26K
- 4.99%
$12.32 - $13.0 $15.5K - $16.3K
23.9K $300K
WM
Waste Management Inc

Industrials
-25
- 0.72%
$201.79 - $228.46 $5.04K - $5.71K
3.44K $694K
VO
Vanguard Mid Cap ETF

ETFs
-107
- 0.98%
$261.5 - $284.63 $28K - $30.5K
10.8K $2.85M
PKG
Packaging Corp Of America

Consumer Cyclical
-171
- 11.81%
$211.98 - $248.85 $36.2K - $42.6K
1.28K $287K
ICE
Intercontinental Exchange, Inc.

Financial Services
-11
- 0.65%
$148.29 - $166.93 $1.63K - $1.84K
1.68K $250K
ENB
Enbridge Inc

Energy
-776
- 11.63%
$40.4 - $43.92 $31.4K - $34.1K
5.9K $250K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-118
- 3.56%
$126.68 - $134.74 $14.9K - $15.9K
3.19K $407K
CTVA
Corteva, Inc.

Basic Materials
-133
- 2.36%
$55.21 - $64.13 $7.34K - $8.53K
5.5K $313K
WEC
Wec Energy Group, Inc.

Utilities
-41
- 1.14%
$92.94 - $101.82 $3.81K - $4.17K
3.54K $332K
MS
Morgan Stanley

Financial Services
-1.23K
- 18.2%
$104.42 - $134.99 $128K - $165K
5.51K $692K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-75
- 3.03%
$201.32 - $217.44 $15.1K - $16.3K
2.4K $497K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-98
- 5.11%
$178.39 - $215.0 $17.5K - $21.1K
1.82K $351K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-155
- 0.25%
N/A
62.7K $1.22M
T
At&T Inc.

Communication Services
-1.44K
- 3.73%
$21.22 - $23.88 $30.6K - $34.5K
37.2K $847K
BFB
Brown Forman Corp Cl B
-73
- 0.42%
N/A
17.4K $0
Bank America Corp
-17
- 2.86%
N/A
577 $0
Wells Fargo CO New
-435
- 33.31%
N/A
871 $0
Canadian Pacific Kansas City
-18.4K
- 9.51%
N/A
175K $0
Labcorp Holdings Inc
-3.3K
- 10.65%
N/A
27.7K $0
Creative Media & Cmnty Tr
-1.06K
- 1.22%
N/A
85.6K $0
LENB
Lennar Corporation Cl B
-100
- 3.35%
N/A
2.88K $0
Brookfield Corp
-14.4K
- 7.72%
N/A
172K $0
Linde PLC
-1.68K
- 9.11%
N/A
16.8K $0
Liberty Media Corp Del
-6.32K
- 22.02%
N/A
22.4K $0
FAST
Fastenal CO

Industrials
-20
- 0.53%
$69.99 - $84.35 $1.4K - $1.69K
3.76K $270K
Liberty Global LTD
-8.05K
- 18.4%
N/A
35.7K $0
HON
Honeywell International Inc

Industrials
-426
- 8.36%
$202.84 - $236.0 $86.4K - $101K
4.67K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
-492
- 7.8%
$51.92 - $59.94 $25.5K - $29.5K
5.81K $328K
OKE
Oneok Inc

Energy
-583
- 8.45%
$92.28 - $117.05 $53.8K - $68.2K
6.32K $634K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-150
- 0.81%
$13.24 - $14.35 $1.99K - $2.15K
18.3K $251K
BAC
Bank Of America Corp

Financial Services
-925
- 7.92%
$39.22 - $47.77 $36.3K - $44.2K
10.8K $472K
ISRG
Intuitive Surgical Inc

Healthcare
-20
- 3.17%
$471.27 - $550.62 $9.43K - $11K
610 $318K
XLF
Financial Sector Spdr

ETFs
-1.54K
- 5.57%
$44.89 - $51.34 $69.3K - $79.3K
26.2K $1.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-97
- 7.79%
$172.07 - $207.36 $16.7K - $20.1K
1.15K $226K
SRE
Sempra Energy

Utilities
-71
- 1.39%
$80.81 - $94.77 $5.74K - $6.73K
5.03K $441K
KMI
Kinder Morgan, Inc.

Energy
-2.04K
- 14.99%
$22.59 - $28.54 $46.2K - $58.3K
11.6K $317K
SQ
Block, Inc.

Technology
-332
- 9.93%
$65.06 - $98.92 $21.6K - $32.8K
3.01K $255K
ROK
Rockwell Automation, Inc

Industrials
-63
- 1.95%
$264.65 - $302.92 $16.7K - $19.1K
3.16K $903K
VUG
Vanguard Growth ETF

ETFs
-14
- 0.82%
$378.79 - $428.11 $5.3K - $5.99K
1.69K $691K
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.17%
$486.1 - $608.57 $486 - $609
571 $326K
CRWD
Crowd Strike Holdings, Inc.

Technology
-143
- 9.41%
$275.15 - $388.2 $39.3K - $55.5K
1.38K $471K
XLY
Select Sector Spdr Consumer Di

ETFs
-100
- 2.95%
$194.8 - $239.43 $19.5K - $23.9K
3.29K $737K
CME
Cme Group Inc.

Financial Services
-2.86K
- 4.55%
$221.17 - $246.02 $631K - $702K
60K $13.9M
NFLX
Netflix Inc

Communication Services
-29
- 4.94%
$687.65 - $936.56 $19.9K - $27.2K
558 $497K
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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