First Foundation Advisors Purchases in Q4 2024

First Foundation Advisors

  • $2.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
+ 61.52%
N/A
3.12K $568K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.82K
New
$25.33 - $51.16 $198K - $400K
7.82K $202K
FNDA
Schwab Fundamental U S Small C

ETFs
6.79K
New
$29.26 - $59.11 $199K - $401K
6.79K $201K
BA
Boeing CO

Industrials
309
+ 5.86%
$138.14 - $180.72 $42.7K - $55.8K
5.58K $987K
QQQ
Invesco Qqq Trust, Series 1

ETFs
152
+ 3.82%
$481.22 - $538.17 $73.1K - $81.8K
4.14K $2.11M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.13K
+ 11.98%
$118.0 - $127.04 $133K - $143K
10.5K $1.28M
SCHX
Schwab Strategic Tr Us Large C

ETFs
109K
+ 203.86%
$22.4 - $68.28 $2.44M - $7.43M
162K $3.76M
IVW
Ishares S&P 500 Growth ETF

ETFs
350
+ 2.1%
$94.43 - $105.47 $33.1K - $36.9K
17K $1.72M
FISV
Fiserv Inc

Technology
1.03K
New
N/A
1.03K $128K
WMB
Williams Companies, Inc.

Energy
284
+ 2.96%
$46.37 - $59.74 $13.2K - $17K
9.88K $534K
EPD
Enterprise Products Partners L.P.

Energy
2.01K
+ 24.94%
$28.66 - $34.43 $57.5K - $69.1K
10.1K $315K
BIIB
Biogen Inc.

Healthcare
2.8K
+ 32.74%
$146.47 - $191.55 $410K - $536K
11.4K $1.74M
XAR
Spdr S&P Aerospace & Defense E

ETFs
301
+ 13.75%
$153.8 - $176.52 $46.3K - $53.1K
2.49K $412K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
60
+ 0.16%
$11.18 - $13.68 $671 - $821
37.5K $476K
XLP
Consumer Staples Sector Spdr

ETFs
800
+ 32.51%
N/A
3.26K $247K
DE
Deere & CO

Industrials
111
+ 10.5%
$389.45 - $466.0 $43.2K - $51.7K
1.17K $494K
GLD
Spdr Gold Trust

ETFs
200
+ 4.09%
$236.59 - $257.5 $47.3K - $51.5K
5.09K $1.23M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
127
+ 8.19%
$170.03 - $192.78 $21.6K - $24.5K
1.68K $310K
C
Citigroup Inc

Financial Services
1
+ 0.02%
$61.31 - $72.5 $61.3 - $72.5
4.01K $282K
IVE
Ishares S&P 500 Value ETF

ETFs
340
+ 6.3%
$189.5 - $206.17 $64.4K - $70.1K
5.74K $1.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
29
+ 0.64%
$278.19 - $315.36 $8.07K - $9.15K
4.58K $1.32M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.02K
+ 15.27%
$75.65 - $83.47 $77.5K - $85.5K
7.73K $588K
AOR
Ishares Tr Core Growth Allocat

ETFs
2.78K
+ 3.85%
$57.32 - $59.66 $159K - $166K
74.9K $4.29M
SONY
Sony Group Corp

Technology
11.2K
+ 382.67%
$17.53 - $96.8 $195K - $1.08M
14.1K $297K
SYK
Stryker Corp

Healthcare
47
+ 6.21%
$345.14 - $392.15 $16.2K - $18.4K
804 $289K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
246
+ 1.21%
$61.68 - $67.87 $15.2K - $16.7K
20.6K $1.29M
IBM
International Business Machines Corp

Technology
75
+ 2.62%
$204.9 - $238.04 $15.4K - $17.9K
2.94K $646K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13
+ 0.19%
$46.48 - $51.32 $604 - $667
6.71K $323K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
1.43K
+ 14.25%
$10.7 - $11.74 $15.2K - $16.7K
11.4K $123K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.4K
+ 10.44%
$11.1 - $12.03 $15.5K - $16.8K
14.8K $166K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.46K
+ 215.19%
$26.93 - $84.95 $228K - $718K
12.4K $338K
RSG
Republic Services, Inc.

Industrials
11
+ 0.55%
$198.0 - $218.75 $2.18K - $2.41K
2.02K $405K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.18%
$563.99 - $620.12 $564 - $620
545 $310K
Lam Research Corp
20K
New
N/A
20K $0
Blackrock Inc
3.03K
New
N/A
3.03K $0
SMOT
Vaneck ETF Tr Morningstar Smid
2.41K
+ 4.96%
N/A
51K $0
Arista Networks Inc
40K
New
N/A
40K $0
Alps ETF Tr
25K
New
N/A
25K $0
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
804
+ 1.57%
$5.19 - $7.23 $4.17K - $5.81K
52K $317K
MDT
Medtronic PLC

Healthcare
943
+ 12.39%
$79.61 - $92.24 $75.1K - $87K
8.55K $683K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.78K
+ 118.04%
$18.41 - $40.87 $125K - $277K
12.5K $231K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
77
+ 0.78%
$113.92 - $127.38 $8.77K - $9.81K
9.95K $1.15M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
47
+ 0.74%
$47.77 - $51.75 $2.25K - $2.43K
6.42K $310K
XLI
Industrial Sector Spdr

ETFs
32
+ 0.65%
$131.76 - $143.99 $4.22K - $4.61K
4.98K $656K
CTAS
Cintas Corp

Industrials
3.25K
+ 11.97%
$182.7 - $226.47 $593K - $735K
30.4K $5.55M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.56%
$501.29 - $612.85 $1.5K - $1.84K
543 $282K
VNQ
Vanguard Specialized Funds Van

ETFs
3.5K
+ 7.75%
$87.85 - $98.6 $307K - $345K
48.6K $4.33M
MELI
Mercadolibre Inc

Consumer Cyclical
375
+ 18.24%
$1666.0 - $2117.3 $625K - $794K
2.43K $4.13M
KO
Coca Cola CO

Consumer Defensive
68
+ 0.7%
$61.74 - $71.71 $4.2K - $4.88K
9.75K $607K
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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