First Foundation Advisors Sells in Q2 2025

First Foundation Advisors

  • $2.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-192K
- 17.94%
N/A
876K $75.2M
UPS
United Parcel Service Inc

Industrials
-88.3K
- 28.88%
$91.92 - $110.2 $8.11M - $9.73M
217K $21.9M
UNH
Unitedhealth Group Inc

Healthcare
-15.5K
- 57.33%
$274.35 - $599.47 $4.25M - $9.29M
11.5K $3.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.21K
- 1.81%
$483.48 - $539.8 $1.07M - $1.19M
120K $58.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-72.1K
- 4.8%
$51.14 - $57.0 $3.69M - $4.11M
1.43M $81.3M
PWZ
Invesco California Amt Free Mu

ETFs
-162K
- 14.55%
$22.71 - $24.18 $3.68M - $3.92M
953K $22.2M
AZN
Astrazeneca PLC

Healthcare
-29.7K
- 17.88%
$64.87 - $75.0 $1.93M - $2.23M
136K $9.54M
ACN
Accenture PLC

Technology
-5.77K
- 17.47%
$279.23 - $323.21 $1.61M - $1.87M
27.3K $8.15M
SU
Suncor Energy Inc

Energy
-29.7K
- 6.54%
$31.54 - $41.04 $936K - $1.22M
424K $15.9M
SPGI
S&P Global Inc.

Financial Services
-3.45K
- 35.74%
$438.31 - $527.29 $1.51M - $1.82M
6.2K $3.27M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-28K
- 24.63%
$31.57 - $39.41 $884K - $1.1M
85.7K $3.05M
CME
Cme Group Inc.

Financial Services
-6.59K
- 16.39%
$252.37 - $290.71 $1.66M - $1.92M
33.6K $9.27M
DHR
Danaher Corp

Healthcare
-5.7K
- 24.44%
$174.64 - $205.16 $995K - $1.17M
17.6K $3.48M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 16.67%
$725400.0 - $809350.0 $725K - $809K
5 $3.64M
ABC
Amerisourcebergen Corp

Healthcare
-5.91K
- 9.92%
N/A
53.6K $9.93M
CSGP
Costar Group, Inc.

Real Estate
-12.9K
- 23.79%
$72.62 - $83.22 $935K - $1.07M
41.2K $3.31M
SRLN
Ssga Active Trust

ETFs
-27.9K
- 6.46%
$39.47 - $41.59 $1.1M - $1.16M
403K $16.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-17.6K
- 51.26%
$50.52 - $50.92 $890K - $897K
16.7K $852K
XCEM
Columbia ETF Tr Ii

ETFs
-67.3K
- 21.43%
$26.68 - $34.18 $1.79M - $2.3M
247K $8.43M
XOM
Exxon Mobil Corp

Energy
-1.87K
- 3.45%
$99.93 - $119.04 $187K - $223K
52.5K $5.66M
CMF
Ishares California Muni Bond E

ETFs
-5.94K
- 1.13%
$54.52 - $56.7 $324K - $337K
522K $29.1M
BUR
Burford Capital LTD

Financial Services
-69.7K
- 18.1%
$10.91 - $14.43 $760K - $1.01M
315K $4.5M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-14.7K
- 4.11%
$42.51 - $43.7 $627K - $644K
344K $15M
MA
Mastercard Inc

Financial Services
-2.07K
- 4.69%
$479.92 - $590.74 $991K - $1.22M
42K $23.6M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-83.5K
- 8.24%
$33.13 - $40.67 $2.77M - $3.4M
930K $37.8M
TLF
Tandy Leather Factory, Inc.

Consumer Cyclical
-202K
- 29.5%
$2.74 - $3.24 $553K - $654K
482K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.72K
- 13.24%
$496.48 - $617.85 $1.35M - $1.68M
17.8K $11M
NEE
Nextera Energy Inc

Utilities
-4.31K
- 5.35%
$64.11 - $75.0 $276K - $323K
76.2K $5.29M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-13.9K
- 10.33%
$22.18 - $23.36 $309K - $326K
121K $2.71M
PFE
Pfizer Inc

Healthcare
-7.07K
- 3.82%
$21.59 - $24.84 $153K - $176K
178K $4.31M
GLD
Spdr Gold Trust

ETFs
-1.48K
- 31.96%
$273.71 - $316.29 $405K - $468K
3.15K $959K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-50
- 1.61%
$483.07 - $625.6 $24.2K - $31.3K
3.05K $1.6M
OKE
Oneok Inc

Energy
-2.67K
- 42.21%
$78.71 - $100.37 $210K - $268K
3.65K $297K
VNQ
Vanguard Specialized Funds Van

ETFs
-3K
- 7.59%
$79.79 - $91.42 $240K - $275K
36.6K $3.26M
TXN
Texas Instruments Inc

Technology
-1.66K
- 5.35%
N/A
29.4K $5.73M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.61K
- 2.66%
$100.35 - $100.71 $261K - $262K
95.5K $9.62M
XEL
Xcel Energy Inc

Utilities
-3.35K
- 33.48%
$65.65 - $72.39 $220K - $243K
6.66K $453K
IEF
Ishares Barclays

ETFs
-3.24K
- 2.05%
$93.15 - $96.56 $301K - $312K
155K $14.8M
MOH
Molina Healthcare, Inc.

Healthcare
-500
- 17.77%
$290.25 - $353.24 $145K - $177K
2.31K $689K
PSA
Public Storage

Real Estate
-698
- 31.29%
$266.31 - $309.77 $186K - $216K
1.53K $449K
NOC
Northrop Grumman Corp

Industrials
-358
- 20.84%
$456.3 - $540.39 $163K - $193K
1.36K $679K
O
Realty Income Corp

Real Estate
-2.99K
- 4.47%
$52.27 - $58.52 $156K - $175K
64K $3.69M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.35K
- 14.34%
$82.21 - $83.12 $193K - $195K
14K $1.16M
RC
Ready Capital Corp

Real Estate
-7.14K
- 3.24%
$4.13 - $5.15 $29.5K - $36.8K
214K $933K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-2.6K
- 24.73%
$328.01 - $475.68 $853K - $1.24M
7.92K $3.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.94K
- 2.88%
$105.23 - $109.61 $204K - $212K
65.4K $7.17M
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.72K
- 3.03%
$33.53 - $37.33 $57.7K - $64.2K
55K $1.93M
NCA
Nuveen California Municipal Value Fund

Financial Services
-17.2K
- 7.33%
$8.24 - $8.73 $142K - $150K
217K $1.89M
YUM
Yum Brands Inc

Consumer Cyclical
-734
- 23.42%
$138.36 - $161.45 $102K - $119K
2.4K $355K
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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