First Foundation Advisors Incresed Positions in Q3 2025

First Foundation Advisors

  • $2.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
CEG
Constellation Energy Corp

Utilities
68
+ 9.39%
$298.82 - $354.89 $20.3K - $24.1K
792 $260K
SHW
Sherwin Williams CO

Basic Materials
60
+ 2.92%
$330.88 - $375.23 $19.9K - $22.5K
2.12K $733K
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
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
55
+ 1.02%
$47.56 - $49.7 $2.62K - $2.73K
5.44K $269K
ETN
Eaton Corp PLC

Industrials
1
+ 0.14%
$342.99 - $392.76 $343 - $393
715 $267K
ECL
Ecolab Inc.

Basic Materials
7
+ 0.55%
$259.39 - $285.47 $1.82K - $2K
1.28K $349K
DE
Deere & CO

Industrials
131
+ 12.63%
$457.26 - $524.37 $59.9K - $68.7K
1.17K $534K
PFN
Pimco Income Strategy Fund Ii

Financial Services
105
+ 0.53%
$7.37 - $7.67 $774 - $805
19.7K $149K
ADP
Automatic Data Processing Inc

Industrials
57
+ 5.93%
$288.69 - $310.94 $16.5K - $17.7K
1.02K $299K
IBM
International Business Machines Corp

Technology
197
+ 4.57%
$234.77 - $292.47 $46.2K - $57.6K
4.5K $1.27M
Ge Vernova Inc
1
+ 0.14%
N/A
734 $0
Blackrock Inc
136
+ 4.67%
N/A
3.05K $0
Wells Fargo CO New
80
+ 9.3%
N/A
940 $0
Alps ETF Tr
93.1K
+ 132.69%
N/A
163K $0
ECC
Eagle Point Credit CO Inc.

Financial Services
755
+ 6.17%
$6.23 - $7.8 $4.7K - $5.89K
13K $85K
TT
Trane Technologies PLC

Industrials
1
+ 0.15%
$398.96 - $472.54 $399 - $473
666 $281K
WM
Waste Management Inc

Industrials
21
+ 0.64%
$213.88 - $237.1 $4.49K - $4.98K
3.29K $727K
TGT
Target Corp

Consumer Defensive
12
+ 0.35%
$86.56 - $107.43 $1.04K - $1.29K
3.44K $308K
OKE
Oneok Inc

Energy
1
+ 0.03%
$71.36 - $83.47 $71.4 - $83.5
3.65K $266K
V
Visa Inc.

Financial Services
94
+ 0.56%
$332.09 - $358.86 $31.2K - $33.7K
16.8K $5.74M
DIS
Walt Disney CO

Communication Services
3.5K
+ 5.48%
$112.25 - $124.0 $392K - $433K
67.3K $7.7M
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 0.04%
$152.31 - $306.29 $152 - $306
2.32K $442K
MSTR
Microstrategy Inc

Technology
37
+ 0.94%
$300.7 - $455.9 $11.1K - $16.9K
3.97K $1.28M
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
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