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
SHOP
Shopify Inc.

Technology
-134
- 4.27%
$76.89 - $115.35 $10.3K - $15.5K
3.01K $346K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-315
- 13.52%
$144.94 - $210.94 $45.7K - $66.4K
2.02K $425K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-262
- 1.27%
$51.16 - $62.02 $13.4K - $16.2K
20.4K $1.26M
PH
Parker Hannifin Corp

Industrials
-13
- 1.12%
$517.23 - $700.54 $6.72K - $9.11K
1.15K $803K
IAU
Ishares Gold Trust

ETFs
-17.8K
- 4.79%
$56.1 - $64.74 $999K - $1.15M
354K $22.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
-42
- 3.05%
$321.63 - $509.31 $13.5K - $21.4K
1.34K $679K
CSCO
Cisco Systems, Inc.

Technology
-4.89K
- 7.02%
$53.19 - $69.38 $260K - $339K
64.7K $4.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-203
- 5.21%
$416.06 - $551.64 $84.5K - $112K
3.69K $2.04M
PAYC
Paycom Software, Inc.

Technology
-493
- 1.74%
$193.07 - $265.71 $95.2K - $131K
27.8K $6.44M
PM
Philip Morris International Inc.

Consumer Defensive
-14.7K
- 11.53%
$149.23 - $184.95 $2.19M - $2.72M
113K $20.5M
GOOGL
Alphabet Inc.

Communication Services
-1.73K
- 4.21%
$144.7 - $178.6 $250K - $309K
39.3K $6.93M
GAL
Ssga Active ETF Tr

ETFs
-2.14K
- 0.66%
$41.46 - $47.0 $88.7K - $101K
320K $15M
TCHP
T Rowe Price Exchange Traded F

Technology
-166
- 0.19%
$34.07 - $45.35 $5.66K - $7.53K
86.5K $3.92M
FTNT
Fortinet, Inc.

Technology
-226
- 0.28%
$84.71 - $108.69 $19.1K - $24.6K
80.8K $8.54M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-32.1K
- 5.38%
$55.86 - $68.61 $1.8M - $2.2M
565K $38.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8.21K
- 11.81%
$320.42 - $424.58 $2.63M - $3.49M
61.3K $26M
AMAT
Applied Materials Inc

Technology
-14K
- 14.96%
$126.95 - $183.52 $1.78M - $2.57M
79.5K $14.6M
IWM
Ishares Russell 2000 ETF

ETFs
-3.83K
- 3.14%
$174.82 - $215.79 $669K - $826K
118K $25.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-530
- 0.55%
$108.12 - $135.04 $57.3K - $71.6K
96.2K $13M
NOW
Service Now, Inc.

Technology
-124
- 1.54%
$721.65 - $1040.18 $89.5K - $129K
7.94K $8.17M
SCHW
Schwab Charles Corp

Financial Services
-10.2K
- 4.6%
$69.06 - $91.24 $703K - $929K
211K $19.3M
UBER
Uber Technologies, Inc

Technology
-21.3K
- 8.52%
$64.62 - $93.3 $1.38M - $1.99M
228K $21.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
-990
- 0.2%
$74.88 - $91.97 $74.1K - $91.1K
500K $46M
JPM
Jpmorgan Chase & CO

Financial Services
-4.21K
- 3.49%
$210.28 - $289.91 $885K - $1.22M
116K $33.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-11.7K
- 2.28%
$97.68 - $121.38 $1.14M - $1.42M
502K $61M
APH
Amphenol Corp

Technology
-21.8K
- 8.77%
$59.09 - $98.75 $1.29M - $2.15M
226K $22.3M
GOOG
Alphabet Inc.

Communication Services
-22.4K
- 4.4%
$146.58 - $180.01 $3.28M - $4.03M
486K $86.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.2K
- 3.54%
$167.32 - $223.3 $2.05M - $2.73M
333K $73.2M
MSFT
Microsoft Corp

Technology
-5.9K
- 0.57%
$354.56 - $497.45 $2.09M - $2.94M
1.02M $509M
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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