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
ENB
Enbridge Inc

Energy
-317
- 5.38%
$41.54 - $45.45 $13.2K - $14.4K
5.58K $247K
OTIS
Otis Worldwide Corp

Industrials
-258
- 10.6%
$90.77 - $104.01 $23.4K - $26.8K
2.18K $224K
FISV
Fiserv Inc

Technology
-4
- 0.39%
N/A
1.02K $127K
Liberty Media Corp Del
-618
- 2.76%
N/A
21.7K $0
Linde PLC
-4.09K
- 24.35%
N/A
12.7K $0
BFB
Brown Forman Corp Cl B
-22
- 0.13%
N/A
17.4K $0
Liberty Global LTD
-8.85K
- 24.79%
N/A
26.9K $0
LENB
Lennar Corporation Cl B
-292
- 10.13%
N/A
2.59K $0
Lam Research Corp
-16.8K
- 83.85%
N/A
3.23K $0
ICE
Intercontinental Exchange, Inc.

Financial Services
-227
- 13.53%
$142.8 - $176.36 $32.4K - $40K
1.45K $250K
Wells Fargo CO New
-11
- 1.26%
N/A
860 $0
SMOT
Vaneck ETF Tr Morningstar Smid
-209
- 0.41%
N/A
50.7K $0
Blackrock Inc
-100
- 3.3%
N/A
2.93K $0
Brookfield Corp
-22.7K
- 13.23%
N/A
149K $0
Canadian Pacific Kansas City
-22.6K
- 12.89%
N/A
153K $0
SHW
Sherwin Williams CO

Basic Materials
-55
- 2.43%
$330.16 - $365.55 $18.2K - $20.1K
2.21K $772K
VEA
Vanguard Ftse Developed Market

ETFs
-305
- 4.86%
$47.4 - $52.99 $14.5K - $16.2K
5.97K $303K
INTC
Intel Corp

Technology
-1K
- 8.96%
$19.1 - $27.39 $19.1K - $27.4K
10.2K $230K
XLE
Energy Sector Spdr

ETFs
-100
- 3.83%
$85.7 - $93.96 $8.57K - $9.4K
2.51K $234K
FAST
Fastenal CO

Industrials
-24
- 0.64%
$71.11 - $79.98 $1.71K - $1.92K
3.74K $289K
NFLX
Netflix Inc

Communication Services
-3
- 0.54%
$828.4 - $1058.6 $2.49K - $3.18K
555 $517K
WMB
Williams Companies, Inc.

Energy
-604
- 6.11%
$54.02 - $61.09 $32.6K - $36.9K
9.28K $554K
WEC
Wec Energy Group, Inc.

Utilities
-242
- 6.83%
$92.12 - $108.98 $22.3K - $26.4K
3.3K $359K
SHEL
Shell PLC

Energy
-195
- 4.87%
$62.84 - $73.29 $12.3K - $14.3K
3.81K $279K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-343
- 1.02%
$20.83 - $23.69 $7.14K - $8.13K
33.1K $743K
NCA
Nuveen California Municipal Value Fund

Financial Services
-1.7K
- 0.72%
$8.41 - $8.73 $14.3K - $14.8K
234K $2.03M
MO
Altria Group, Inc.

Consumer Defensive
-2.29K
- 9.66%
$50.81 - $60.02 $116K - $138K
21.4K $1.29M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-56
- 0.88%
$56.12 - $68.15 $3.14K - $3.82K
6.28K $425K
PDI
Pimco Dynamic Income Fund

Financial Services
-1.08K
- 2.3%
$18.51 - $20.05 $20K - $21.7K
46K $910K
ELV
Elevance Health, Inc.

Healthcare
-22
- 2.05%
$365.9 - $436.25 $8.05K - $9.6K
1.05K $457K
VZ
Verizon Communications Inc

Communication Services
-559
- 3.4%
$37.81 - $46.49 $21.1K - $26K
15.9K $721K
RTX
Raytheon Technologies Corp

Industrials
-682
- 7.13%
$114.1 - $135.66 $77.8K - $92.5K
8.88K $1.18M
GLD
Spdr Gold Trust

ETFs
-465
- 9.13%
$243.19 - $288.14 $113K - $134K
4.63K $1.33M
ABBV
Abb Vie Inc.

Healthcare
-671
- 7.53%
$169.2 - $216.66 $114K - $145K
8.24K $1.73M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-736
- 1.61%
$35.35 - $42.74 $26K - $31.5K
44.9K $1.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-892
- 1.61%
$74.85 - $84.89 $66.8K - $75.7K
54.4K $4.45M
O
Realty Income Corp

Real Estate
-527
- 0.78%
$51.67 - $58.49 $27.2K - $30.8K
67K $3.89M
GILD
Gilead Sciences, Inc.

Healthcare
-202
- 0.87%
$89.14 - $117.41 $18K - $23.7K
23.1K $2.59M
UBER
Uber Technologies, Inc

Technology
-31.3K
- 11.14%
$63.17 - $81.49 $1.98M - $2.55M
250K $18.2M
PM
Philip Morris International Inc.

Consumer Defensive
-12.1K
- 8.7%
$117.15 - $158.79 $1.42M - $1.93M
128K $20.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.2K
- 7.68%
$442.66 - $534.52 $4.5M - $5.43M
122K $65M
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
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email