First Foundation Advisors Purchases in Q3 2025

First Foundation Advisors

  • $2.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
773
New
$265.99 - $289.59 $206K - $224K
773 $218K
IGM
Ishares Expanded Tech Sector E

ETFs
1.73K
New
$110.96 - $127.67 $192K - $221K
1.73K $218K
NSC
Norfolk Southern Corp

Industrials
704
New
$259.49 - $300.41 $183K - $211K
704 $211K
FNDA
Schwab Fundamental U S Small C

ETFs
6.79K
New
$28.75 - $31.93 $195K - $217K
6.79K $211K
GLD
Spdr Gold Trust

ETFs
140
+ 4.45%
$300.96 - $355.47 $42.1K - $49.8K
3.29K $1.17M
VB
Vanguard Small Cap ETF

ETFs
809
New
$237.58 - $259.17 $192K - $210K
809 $205K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
345
New
$567.09 - $607.37 $196K - $210K
345 $205K
DUK
Duke Energy Corp

Utilities
1.62K
New
$116.31 - $125.93 $188K - $204K
1.62K $200K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.9K
New
$27.61 - $29.15 $191K - $201K
6.9K $200K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.78K
+ 7.27%
$50.53 - $50.82 $191K - $192K
55.8K $2.83M
LLY
Eli Lilly & CO

Healthcare
358
+ 6.41%
$625.65 - $812.69 $224K - $291K
5.94K $4.54M
SO
Southern CO

Utilities
1.74K
+ 52.6%
$90.83 - $96.0 $158K - $167K
5.06K $479K
DD
Du Pont De Nemours, Inc.

Basic Materials
3
+ 0.02%
$69.9 - $78.26 $210 - $235
17.7K $1.38M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
15K
New
$10.02 - $10.85 $150K - $162K
15K $162K
DJP
Barclays Bank PLC

ETFs
4.55K
+ 4.2%
N/A
113K $3.65M
BAC
Bank Of America Corp

Financial Services
1.1K
+ 5.3%
$44.92 - $52.42 $49.3K - $57.6K
21.8K $1.13M
MRK
Merck & Co., Inc.

Healthcare
948
+ 7.1%
$77.6 - $87.37 $73.6K - $82.8K
14.3K $1.2M
VNQ
Vanguard Specialized Funds Van

ETFs
498
+ 1.36%
$88.47 - $93.24 $44.1K - $46.4K
37.1K $3.39M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
5K
+ 16.64%
$21.64 - $23.57 $108K - $118K
35.1K $770K
AXP
American Express CO

Financial Services
240
+ 6.63%
$294.27 - $342.31 $70.6K - $82.2K
3.86K $1.28M
BFZ
Blackrock California Municipal Income Trust

Financial Services
10.1K
New
$10.27 - $10.98 $104K - $111K
10.1K $110K
NFLX
Netflix Inc

Communication Services
182
+ 21.36%
$1147.87 - $1297.18 $209K - $236K
1.03K $1.24M
LRGF
Ishares Tr

ETFs
167
+ 0.95%
$64.13 - $69.24 $10.7K - $11.6K
17.8K $1.23M
NRP
Natural Resource Partners LP

Energy
245
+ 3.18%
$95.21 - $105.0 $23.3K - $25.7K
7.94K $833K
WFC
Wells Fargo & Company

Financial Services
924
+ 23.08%
$77.05 - $85.16 $71.2K - $78.7K
4.93K $412K
XAR
Spdr S&P Aerospace & Defense E

ETFs
160
+ 7.94%
$205.52 - $234.96 $32.9K - $37.6K
2.18K $511K
PH
Parker Hannifin Corp

Industrials
20
+ 1.74%
$697.13 - $769.67 $13.9K - $15.4K
1.17K $887K
AMT
American Tower Corp

Real Estate
720
+ 37.13%
$192.32 - $232.35 $138K - $167K
2.66K $511K
IWD
Ishares Russell 1000 Val ETF

ETFs
142
+ 2.66%
$192.76 - $203.86 $27.4K - $28.9K
5.48K $1.12M
SRE
Sempra Energy

Utilities
4
+ 0.08%
$74.14 - $89.98 $297 - $360
4.94K $444K
ROK
Rockwell Automation, Inc

Industrials
20
+ 0.63%
$328.67 - $358.52 $6.57K - $7.17K
3.18K $1.11M
FAST
Fastenal CO

Industrials
160
+ 2.14%
$42.47 - $50.39 $6.8K - $8.06K
7.64K $374K
VCIT
Vanguard Intermediate Term Cor

ETFs
325
+ 1.53%
$81.75 - $84.54 $26.6K - $27.5K
21.6K $1.82M
ABT
Abbott Laboratories

Healthcare
527
+ 5.59%
$120.51 - $136.62 $63.5K - $72K
9.96K $1.33M
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$152.77 - $188.68 $153 - $189
2.27K $388K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
674
+ 2.66%
$39.58 - $40.74 $26.7K - $27.5K
26K $1.06M
SPG
Simon Property Group Inc

Real Estate
3
+ 0.23%
$159.93 - $187.67 $480 - $563
1.31K $245K
UNP
Union Pacific Corp

Industrials
103
+ 8.07%
$214.91 - $237.16 $22.1K - $24.4K
1.38K $326K
ISRG
Intuitive Surgical Inc

Healthcare
242
+ 30.36%
$433.66 - $544.47 $105K - $132K
1.04K $464K
SHW
Sherwin Williams CO

Basic Materials
60
+ 2.92%
$330.88 - $375.23 $19.9K - $22.5K
2.12K $733K
CEG
Constellation Energy Corp

Utilities
68
+ 9.39%
$298.82 - $354.89 $20.3K - $24.1K
792 $260K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
484
+ 3.14%
$26.38 - $27.95 $12.8K - $13.5K
15.9K $433K
CRWD
Crowd Strike Holdings, Inc.

Technology
99
+ 7.42%
$412.46 - $514.1 $40.8K - $50.9K
1.43K $703K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 0.23%
$49.43 - $54.52 $544 - $600
4.85K $262K
EW
Edwards Lifesciences Corp

Healthcare
471
+ 1.2%
$73.75 - $81.83 $34.7K - $38.5K
39.7K $3.09M
KO
Coca Cola CO

Consumer Defensive
903
+ 9.22%
$65.67 - $71.67 $59.3K - $64.7K
10.7K $709K
ETN
Eaton Corp PLC

Industrials
1
+ 0.14%
$342.99 - $392.76 $343 - $393
715 $267K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
55
+ 1.02%
$47.56 - $49.7 $2.62K - $2.73K
5.44K $269K
ECL
Ecolab Inc.

Basic Materials
7
+ 0.55%
$259.39 - $285.47 $1.82K - $2K
1.28K $349K
Activity Summary
Buys All Purchases 120 New Holdings 22 Increased Positions 98 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 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