First Foundation Advisors Reduced Holdings in Q3 2024

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.25K
- 2.12%
$75.32 - $84.37 $93.9K - $105K
57.5K $4.81M
BLK
Black Rock Inc.

Financial Services
-238
- 7.17%
$782.27 - $949.51 $186K - $226K
3.08K $2.93M
ORCL
Oracle Corp

Technology
-210
- 1.69%
$125.9 - $170.35 $26.4K - $35.8K
12.2K $2.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
-670
- 2.75%
$517.38 - $573.86 $347K - $384K
23.7K $13.6M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-21.3K
- 8.62%
$44.45 - $52.25 $949K - $1.12M
226K $11.4M
O
Realty Income Corp

Real Estate
-5.92K
- 7.78%
$52.36 - $63.42 $310K - $376K
70.2K $4.45M
IWP
Ishares Russell Mid Cap Growth

ETFs
-20
- 0.03%
$103.87 - $117.59 $2.08K - $2.35K
66.8K $7.83M
META
Meta Platforms, Inc.

Communication Services
-1.65K
- 7.42%
$453.41 - $572.44 $746K - $942K
20.5K $11.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-435
- 0.96%
$82.97 - $98.97 $36.1K - $43.1K
45.1K $4.39M
PM
Philip Morris International Inc.

Consumer Defensive
-33.6K
- 14.04%
$101.25 - $127.45 $3.41M - $4.29M
206K $25M
JNJ
Johnson & Johnson

Healthcare
-215
- 0.42%
$145.48 - $167.38 $31.3K - $36K
50.7K $8.22M
NEE
Nextera Energy Inc

Utilities
-8.55K
- 7.62%
$69.9 - $84.97 $598K - $726K
104K $8.76M
AON
Aon PLC

Financial Services
-1.61K
- 4.47%
$293.16 - $351.06 $473K - $566K
34.5K $11.9M
IAU
Ishares Gold Trust

ETFs
-2.19K
- 0.69%
$44.06 - $50.5 $96.7K - $111K
316K $15.7M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-384
- 0.07%
$62.57 - $70.53 $24K - $27.1K
518K $36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.87K
- 5.53%
$405.19 - $478.57 $3.19M - $3.77M
135K $62M
AAPL
Apple Inc.

Technology
-9.48K
- 2.8%
$207.23 - $234.82 $1.96M - $2.23M
329K $76.7M
Activity Summary
Buys All Purchases 131 New Holdings 21 Increased Positions 110 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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