First Foundation Advisors Sells in Q3 2025

First Foundation Advisors

  • $2.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-113
- 1.65%
$46.51 - $50.07 $5.26K - $5.66K
6.76K $317K
WMB
Williams Companies, Inc.

Energy
-312
- 3.89%
$56.52 - $64.01 $17.6K - $20K
7.72K $488K
SYY
Sysco Corp

Consumer Defensive
-468
- 10.75%
$76.33 - $82.51 $35.7K - $38.6K
3.88K $319K
YUM
Yum Brands Inc

Consumer Cyclical
-85
- 3.54%
$139.5 - $153.94 $11.9K - $13.1K
2.32K $351K
SMOT
Vaneck ETF Tr Morningstar Smid
-2.42K
- 4.8%
N/A
48.1K $0
Arista Networks Inc
-3.17K
- 7.19%
N/A
40.9K $0
BFB
Brown Forman Corp Cl B
-93
- 0.54%
N/A
17.3K $0
Labcorp Holdings Inc
-2.99K
- 15.65%
N/A
16.1K $0
LENB
Lennar Corporation Cl B
-126
- 5.06%
N/A
2.37K $0
Brookfield Corp
-12.3K
- 9.36%
N/A
119K $0
Canadian Pacific Kansas City
-4.95K
- 3.28%
N/A
146K $0
VUG
Vanguard Growth ETF

ETFs
-90
- 7.92%
$433.97 - $484.08 $39.1K - $43.6K
1.05K $502K
MCD
Mcdonalds Corp

Consumer Cyclical
-97
- 2.95%
$291.67 - $316.99 $28.3K - $30.7K
3.19K $969K
VEA
Vanguard Ftse Developed Market

ETFs
-127
- 1.43%
$56.02 - $60.3 $7.11K - $7.66K
8.74K $523K
XLI
Industrial Sector Spdr

ETFs
-69
- 1.34%
$147.94 - $154.99 $10.2K - $10.7K
5.08K $783K
WEC
Wec Energy Group, Inc.

Utilities
-4
- 0.15%
$103.66 - $114.59 $415 - $458
2.7K $309K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.56K
- 4.02%
$181.56 - $190.33 $646K - $677K
84.9K $16.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-475
- 2.33%
$62.09 - $66.51 $29.5K - $31.6K
19.9K $1.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-709
- 1.08%
$107.66 - $112.36 $76.3K - $79.7K
64.7K $7.21M
XEL
Xcel Energy Inc

Utilities
-409
- 6.14%
$67.56 - $80.65 $27.6K - $33K
6.25K $504K
MOTI
Vaneck Morningstar Internation

ETFs
-1.12K
- 2.75%
$34.53 - $37.86 $38.7K - $42.4K
39.7K $1.47M
XOM
Exxon Mobil Corp

Energy
-1.69K
- 3.23%
$105.83 - $117.22 $179K - $198K
50.8K $5.73M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-483
- 3.95%
$71.86 - $87.45 $34.7K - $42.2K
11.7K $978K
BK
Bank Of New York Mellon Corp

Financial Services
-278
- 3.96%
$90.65 - $109.75 $25.2K - $30.5K
6.75K $735K
SHOP
Shopify Inc.

Technology
-6
- 0.2%
$112.11 - $157.12 $673 - $943
3K $445K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-4
- 0.13%
$534.91 - $598.71 $2.14K - $2.39K
3.05K $1.71M
NEE
Nextera Energy Inc

Utilities
-4.61K
- 6.05%
$69.77 - $77.54 $322K - $358K
71.5K $5.4M
DAL
Delta Air Lines, Inc.

Industrials
-95
- 0.57%
$49.0 - $61.97 $4.66K - $5.89K
16.5K $937K
TJX
Tjx Companies Inc

Consumer Cyclical
-471
- 4.3%
$121.35 - $144.54 $57.2K - $68.1K
10.5K $1.52M
RTX
Raytheon Technologies Corp

Industrials
-552
- 4.39%
$144.19 - $167.33 $79.6K - $92.4K
12K $2.01M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-6.85K
- 8.0%
$35.43 - $43.53 $243K - $298K
78.8K $3.24M
PFE
Pfizer Inc

Healthcare
-252
- 0.14%
$23.29 - $25.88 $5.87K - $6.52K
178K $4.52M
GE
General Electric CO

Industrials
-55
- 0.89%
$244.75 - $305.63 $13.5K - $16.8K
6.15K $1.85M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.98K
- 3.54%
$182.33 - $194.5 $361K - $385K
53.9K $10.5M
IDXX
Idexx Laboratories Inc

Healthcare
-835
- 9.78%
$514.61 - $682.78 $430K - $570K
7.7K $4.92M
JPM
Jpmorgan Chase & CO

Financial Services
-8.23K
- 7.08%
$282.78 - $316.06 $2.33M - $2.6M
108K $34.1M
UBER
Uber Technologies, Inc

Technology
-6.49K
- 2.84%
$86.91 - $99.57 $564K - $646K
222K $21.7M
ABBV
Abb Vie Inc.

Healthcare
-77
- 0.78%
$184.85 - $231.54 $14.2K - $17.8K
9.8K $2.27M
GAL
Ssga Active ETF Tr

ETFs
-3.5K
- 1.09%
$46.79 - $49.44 $164K - $173K
316K $15.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.07K
- 3.19%
$135.0 - $146.02 $414K - $448K
93.1K $13.6M
AZN
Astrazeneca PLC

Healthcare
-4.52K
- 3.31%
$68.72 - $82.11 $310K - $371K
132K $10.1M
AVGO
Broadcom Inc.

Technology
-818
- 4.67%
$264.74 - $369.57 $217K - $302K
16.7K $5.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.68K
- 5.73%
$215.01 - $273.02 $575K - $730K
44K $11.1M
MPWR
Monolithic Power Systems Inc

Technology
-715
- 9.39%
$711.24 - $922.81 $509K - $660K
6.9K $6.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-144
- 2.12%
$293.94 - $444.72 $42.3K - $64K
6.63K $2.95M
BE
Bloom Energy Corp

Industrials
-33.2K
- 54.86%
$22.13 - $86.27 $735K - $2.87M
27.3K $2.31M
APH
Amphenol Corp

Technology
-37.7K
- 16.67%
$97.39 - $125.4 $3.67M - $4.73M
189K $23.3M
ASML
Asml Holding Nv

Technology
-102
- 1.47%
$689.63 - $968.09 $70.3K - $98.7K
6.86K $6.64M
JNJ
Johnson & Johnson

Healthcare
-763
- 1.35%
$155.17 - $185.42 $118K - $141K
55.8K $10.3M
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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