First Foundation Advisors Purchases and Sells in Q3 2025

First Foundation Advisors

$2.62 Billion
Q3 2025

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	50.3K + 432.62%	$218.96 - $328.33 $11M - $16.5M	62K $17.4M
APP	5.78K + 101.64%	$335.1 - $718.54 $1.94M - $4.15M	11.5K $8.23M
IEFA	24K + 2.36%	$81.7 - $87.53 $1.96M - $2.1M	1.04M $90.7M
MEDP	4.9K + 53.9%	$308.88 - $514.16 $1.51M - $2.52M	14K $7.19M
JEPI	62.5K + 4.37%	$55.61 - $57.37 $3.48M - $3.59M	1.49M $85.3M
EPD	122K + 1349.88%	$30.74 - $32.14 $3.74M - $3.91M	131K $4.08M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IONQ	10K New	$36.79 - $75.14 $369K - $753K	10K $616K
INTC	8.64K New	$19.31 - $35.5 $167K - $307K	8.64K $289K
TACK	9.16K New	$28.17 - $30.01 $258K - $275K	9.16K $274K
IYF	2.13K New	$119.89 - $127.16 $255K - $271K	2.13K $269K
TSM	964 New	$224.68 - $282.71 $217K - $273K	964 $269K
SCHA	9.09K New	$25.29 - $28.33 $230K - $257K	9.09K $253K

Top Sells

Reduced Positions

158 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-175K - 48.53%	$97.75 - $100.75 $17.2M - $17.7M	186K $18.7M
PWZ	-489K - 51.32%	$22.77 - $24.07 $11.1M - $11.8M	464K $11.1M
CMF	-175K - 33.48%	$55.16 - $57.13 $9.63M - $9.97M	347K $19.8M
AMAT	-40.7K - 51.13%	$156.25 - $204.95 $6.35M - $8.33M	38.9K $7.96M
MOAT	-76.5K - 8.73%	N/A	800K $68.7M
UPS	-24.7K - 11.39%	$82.58 - $105.54 $2.04M - $2.61M	193K $16.1M

Activity Summary All Purchases 120 New Holdings 22 Increased Positions 98 All Sells 158 Reductions 158 Sold out 0 Calls 0 Puts 0

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