First Foundation Advisors Reduced Holdings in Q3 2025

First Foundation Advisors

  • $2.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SU
Suncor Energy Inc

Energy
-58.7K
- 13.82%
$37.83 - $43.02 $2.22M - $2.52M
366K $15.3M
MSCI
Msci Inc.

Financial Services
-925
- 11.57%
$526.48 - $588.0 $487K - $544K
7.07K $4.01M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-13.8K
- 62.22%
$42.75 - $43.37 $592K - $601K
8.41K $364K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-28.1K
- 23.22%
$21.89 - $23.17 $615K - $651K
92.9K $2.15M
CSGP
Costar Group, Inc.

Real Estate
-8.53K
- 20.7%
$81.42 - $96.83 $695K - $826K
32.7K $2.76M
CRM
Salesforce, Inc.

Technology
-1.65K
- 37.55%
$231.66 - $273.65 $382K - $451K
2.74K $650K
SCHW
Schwab Charles Corp

Financial Services
-15K
- 7.1%
$91.03 - $98.69 $1.37M - $1.48M
196K $18.7M
NCA
Nuveen California Municipal Value Fund

Financial Services
-58K
- 26.71%
$8.41 - $8.79 $488K - $510K
159K $1.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.05K
- 54.02%
$50.81 - $51.07 $460K - $462K
7.7K $392K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-14.2K
- 1.37%
N/A
1.02M $32.2M
XLF
Financial Sector Spdr

ETFs
-6.82K
- 33.13%
$51.37 - $54.25 $350K - $370K
13.8K $741K
TXN
Texas Instruments Inc

Technology
-1.58K
- 5.38%
N/A
27.8K $5.42M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-20.6K
- 62.07%
$12.11 - $12.64 $250K - $261K
12.6K $155K
RC
Ready Capital Corp

Real Estate
-40.9K
- 19.16%
$3.71 - $4.66 $152K - $191K
173K $667K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-24K
- 35.21%
$10.9 - $11.58 $261K - $278K
44.1K $507K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-10.4K
- 3.03%
$43.1 - $44.6 $449K - $465K
333K $14.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.65K
- 9.27%
$617.65 - $666.84 $1.02M - $1.1M
16.2K $10.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.15K
- 8.31%
$87.29 - $93.61 $450K - $482K
56.9K $5.31M
PDI
Pimco Dynamic Income Fund

Financial Services
-13.4K
- 29.15%
$18.85 - $20.07 $253K - $269K
32.6K $644K
AMGN
Amgen Inc

Healthcare
-818
- 22.91%
$271.18 - $309.22 $222K - $253K
2.75K $776K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.33K
- 16.65%
$82.38 - $83.0 $192K - $194K
11.7K $969K
SBUX
Starbucks Corp

Consumer Cyclical
-505
- 2.78%
$81.9 - $96.86 $41.4K - $48.9K
17.6K $1.49M
TSI
Tcw Strategic Income Fund Inc

Financial Services
-32.8K
- 61.88%
$4.86 - $5.04 $159K - $165K
20.2K $99K
T
At&T Inc.

Communication Services
-4.32K
- 8.81%
$26.94 - $29.62 $116K - $128K
44.7K $1.26M
UNH
Unitedhealth Group Inc

Healthcare
-1.56K
- 13.55%
$237.77 - $353.61 $372K - $553K
9.98K $3.44M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-7.76K
- 13.78%
N/A
48.6K $946K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.78K
- 28.34%
$60.9 - $70.75 $108K - $126K
4.49K $280K
TLF
Tandy Leather Factory, Inc.

Consumer Cyclical
-32.7K
- 6.77%
$2.99 - $3.58 $97.7K - $117K
449K $1.35M
PCQ
Pimco California Municipal Income Fund

Financial Services
-16.4K
- 33.38%
$8.19 - $8.8 $135K - $145K
32.8K $285K
VZ
Verizon Communications Inc

Communication Services
-3.24K
- 15.89%
$40.84 - $45.06 $132K - $146K
17.1K $753K
HON
Honeywell International Inc

Industrials
-37
- 0.73%
$207.7 - $240.4 $7.68K - $8.89K
5.06K $1.07M
SONY
Sony Group Corp

Technology
-4.77K
- 32.01%
$23.92 - $30.07 $114K - $143K
10.1K $291K
CMCSA
Comcast Corp

Communication Services
-1.18K
- 9.51%
$31.41 - $36.33 $37.1K - $42.9K
11.3K $353K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.77K
- 3.76%
$50.47 - $50.74 $89.3K - $89.8K
45.3K $2.3M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1K
- 1.29%
$29.81 - $34.07 $29.8K - $34.1K
76.4K $2.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.43K
- 14.95%
$108.46 - $120.63 $155K - $172K
8.11K $963K
ELV
Elevance Health, Inc.

Healthcare
-50
- 5.6%
$274.66 - $395.76 $13.7K - $19.8K
843 $272K
CARR
Carrier Global Corp

Industrials
-250
- 6.2%
$58.75 - $80.73 $14.7K - $20.2K
3.78K $225K
KMI
Kinder Morgan, Inc.

Energy
-1.68K
- 12.18%
$26.23 - $28.5 $44.2K - $48K
12.1K $343K
DIAL
Columbia ETF Tr I Diversified

ETFs
-3.29K
- 5.51%
$17.97 - $18.51 $59.2K - $61K
56.4K $1.04M
NOC
Northrop Grumman Corp

Industrials
-319
- 23.46%
$498.9 - $609.32 $159K - $194K
1.04K $634K
RSG
Republic Services, Inc.

Industrials
-40
- 1.99%
$225.33 - $246.01 $9.01K - $9.84K
1.98K $453K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-272
- 21.35%
$185.88 - $207.44 $50.6K - $56.4K
1K $201K
COF
Capital One Financial Corp

Financial Services
-150
- 4.25%
$207.29 - $229.74 $31.1K - $34.5K
3.38K $718K
SYK
Stryker Corp

Healthcare
-32
- 5.26%
$368.57 - $403.53 $11.8K - $12.9K
576 $212K
MO
Altria Group, Inc.

Consumer Defensive
-2.78K
- 13.23%
$57.75 - $67.68 $161K - $188K
18.3K $1.21M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-554
- 6.64%
$70.77 - $73.59 $39.2K - $40.8K
7.79K $570K
LMT
Lockheed Martin Corp

Industrials
-186
- 9.59%
$410.74 - $499.21 $76.4K - $92.9K
1.75K $875K
PSA
Public Storage

Real Estate
-51
- 3.33%
$271.94 - $298.09 $13.9K - $15.2K
1.48K $428K
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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