First Foundation Advisors Sells in Q1 2025

First Foundation Advisors

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-2.45K
- 8.31%
$461.52 - $548.18 $1.13M - $1.34M
27K $14.2M
SCHW
Schwab Charles Corp

Financial Services
-22.9K
- 9.39%
$71.24 - $83.64 $1.63M - $1.92M
221K $17.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-9.01K
- 18.54%
$85.55 - $94.34 $770K - $850K
39.6K $3.58M
HD
Home Depot, Inc.

Consumer Cyclical
-1.12K
- 10.06%
$347.25 - $424.87 $390K - $477K
10K $3.68M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-15.2K
- 17.92%
$27.52 - $33.6 $417K - $509K
69.4K $2.07M
XOM
Exxon Mobil Corp

Energy
-11.2K
- 17.06%
$105.44 - $118.93 $1.18M - $1.33M
54.4K $6.47M
TCHP
T Rowe Price Exchange Traded F

Technology
-4.96K
- 5.42%
$37.86 - $44.2 $188K - $219K
86.6K $3.3M
ORCL
Oracle Corp

Technology
-1.27K
- 10.44%
$139.81 - $186.47 $178K - $237K
10.9K $1.53M
SU
Suncor Energy Inc

Energy
-51.7K
- 10.22%
$34.27 - $40.63 $1.77M - $2.1M
454K $17.6M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-3.54K
- 33.08%
$94.32 - $110.46 $334K - $391K
7.15K $690K
PHG
Koninklijke Philips Nv

Healthcare
-16K
- 46.99%
$24.92 - $28.61 $399K - $458K
18.1K $458K
CVX
Chevron Corp

Energy
-6.86K
- 19.45%
$146.71 - $167.97 $1.01M - $1.15M
28.4K $4.75M
PFE
Pfizer Inc

Healthcare
-4.19K
- 2.22%
$25.01 - $27.13 $105K - $114K
185K $4.68M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-23.1K
- 6.68%
$31.09 - $34.34 $718K - $793K
323K $10.7M
LMT
Lockheed Martin Corp

Industrials
-471
- 18.2%
$423.19 - $506.29 $199K - $238K
2.12K $945K
PEP
Pepsico Inc

Consumer Defensive
-1.91K
- 17.61%
$142.64 - $156.42 $272K - $298K
8.92K $1.34M
V
Visa Inc.

Financial Services
-2.56K
- 14.77%
$306.92 - $362.71 $786K - $929K
14.8K $5.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-240
- 5.8%
$468.34 - $539.52 $112K - $129K
3.9K $1.83M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.18K
- 31.49%
$279.74 - $321.29 $331K - $380K
2.58K $804K
MRK
Merck & Co., Inc.

Healthcare
-1.69K
- 13.19%
$83.01 - $101.02 $140K - $171K
11.1K $997K
BE
Bloom Energy Corp

Industrials
-3.86K
- 4.93%
$19.66 - $29.81 $75.9K - $115K
74.5K $1.46M
AZN
Astrazeneca PLC

Healthcare
-24K
- 12.61%
$65.37 - $77.96 $1.57M - $1.87M
166K $12.2M
XLF
Financial Sector Spdr

ETFs
-5.61K
- 21.42%
$47.32 - $52.19 $265K - $293K
20.6K $1.02M
MUB
Ishares National Muni Bond ETF

ETFs
-1.77K
- 9.76%
$104.71 - $107.69 $186K - $191K
16.4K $1.73M
EW
Edwards Lifesciences Corp

Healthcare
-2K
- 4.96%
$67.95 - $76.19 $136K - $152K
38.3K $2.78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-546
- 0.34%
$21.75 - $24.28 $11.9K - $13.3K
162K $3.57M
WMT
Walmart Inc.

Consumer Defensive
-1.57K
- 7.52%
$84.5 - $105.05 $132K - $165K
19.3K $1.69M
EMR
Emerson Electric CO

Industrials
-792
- 13.85%
$108.64 - $131.17 $86K - $104K
4.93K $540K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.91K
- 4.87%
$34.43 - $37.49 $100K - $109K
56.7K $2.07M
CAT
Caterpillar Inc

Industrials
-232
- 9.28%
$326.75 - $407.63 $75.8K - $94.6K
2.27K $747K
BA
Boeing CO

Industrials
-701
- 12.56%
$148.15 - $186.25 $104K - $131K
4.88K $832K
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.89K
- 3.86%
$56.63 - $59.39 $164K - $172K
72K $4.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-316
- 3.18%
$102.49 - $119.96 $32.4K - $37.9K
9.64K $1.01M
DE
Deere & CO

Industrials
-409
- 35.02%
$408.57 - $509.27 $167K - $208K
759 $356K
PCQ
Pimco California Municipal Income Fund

Financial Services
-13.6K
- 18.7%
$8.76 - $9.34 $119K - $127K
59.3K $524K
NVO
Novo Nordisk A S

Healthcare
-840
- 18.43%
$69.3 - $90.95 $58.2K - $76.4K
3.72K $258K
TGT
Target Corp

Consumer Defensive
-9
- 0.21%
$103.65 - $142.5 $933 - $1.28K
4.2K $437K
CRM
Salesforce, Inc.

Technology
-118
- 8.13%
$268.36 - $359.95 $31.7K - $42.5K
1.33K $357K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.06K
- 26.62%
$75.32 - $84.77 $155K - $174K
5.67K $463K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-6.28K
- 10.01%
N/A
56.4K $1.1M
KO
Coca Cola CO

Consumer Defensive
-2.9K
- 29.75%
$60.81 - $72.32 $176K - $210K
6.85K $490K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-7.73K
- 42.16%
$12.7 - $13.72 $98.1K - $106K
10.6K $136K
SPG
Simon Property Group Inc

Real Estate
-556
- 29.89%
$159.48 - $187.78 $88.7K - $104K
1.3K $216K
VTI
Vanguard Total Stock Market Et

ETFs
-75
- 1.39%
$271.18 - $303.12 $20.3K - $22.7K
5.32K $1.46M
NOC
Northrop Grumman Corp

Industrials
-368
- 17.64%
$433.45 - $513.82 $160K - $189K
1.72K $879K
AXP
American Express CO

Financial Services
-7
- 0.21%
$255.39 - $325.87 $1.79K - $2.28K
3.32K $894K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-334
- 2.72%
$92.51 - $102.81 $30.9K - $34.3K
12K $1.11M
ROK
Rockwell Automation, Inc

Industrials
-6
- 0.19%
$255.29 - $303.75 $1.53K - $1.82K
3.15K $814K
SRE
Sempra Energy

Utilities
-92
- 1.83%
$67.85 - $87.67 $6.24K - $8.07K
4.94K $352K
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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