- New Purchases: XLNX, JMST, DISCK, GAL, DJP, PHG, NRGX, DIAL, LRGF, MAGA, PDO, GSSC, REET, VRIG, ABT, CMCT, NFRA, IQDF, GSST, DFAC, VRSK, GOF, CMP, CTO, IVE, FXI, ASML, VIG, TCHP, SRLN, SPHD, SDS, MBB, SCHF, IVW, IWO, JEPI, SCHA, RYT, QYLD, MDY, XLI, PODD, RAMP, AMD, CL, CMI, FDX, MGM, MLP, MCO, MS, ODFL, SIVB, OPRX, KF, FEU, MELI, CGAU, SPLK, GHY, QTS, OKTA, ZS, NET, ABNB, COIN, DIA, XL,
- Added Positions: MO, MOAT, GSLC, PSTH, DHR, SONY, KMX, GSIE, RBLX, GEM, MA, JPST, ADBE, AMZN, ENB, LIN, IVV, V, VNQ, ABC, ANTM, FIS, COST, LOW, NFLX, BKNG, UNH, TSM, IQV, UBER, AGGY, IEFA, BLK, CVS, CVX, PCI, VTI, SCHW, PDI, PYPL, LYFT, CMBS, CMF, VMBS, ARE, ALNY, AMT, BA, CSCO, DE, EW, EL, XOM, FISV, IDXX, INTU, ISRG, IONS, LRCX, PG, PGR, QCOM, ROK, CRM, UNP, FTNT, NOW, ABBV, BABA, KEYS, GSBD, LMACU, DSI, EFA, GII, IWM, TLT, VOO, ZROZ, PLD, ACN, ATVI, ALK, ALGN, AXP, ADSK, ADP, BK, BMY, CAT, CME, CI, CTAS, C, DXCM, D, EQR, F, GIS, HD, MTCH, IBM, ILMN, J, JNJ, MDLZ, MKTX, NKE, NOC, ORCL, PCAR, PEP, O, REGN, RSG, SHW, SYK, SNPS, SYY, TGT, VZ, WPC, WMT, WBA, WFC, HEI.A, ET, VCV, JPS, JPC, PTY, FRA, GGN, LULU, OCSL, CHTR, FRC, WD, WDAY, ZTS, VEEV, HUBS, STOR, NXRT, TEAM, TWLO, TTD, FLGT, BE, DOW, ZM, CRWD, FVRR, CARR, BAB, DGRW, DVY, FTEC, IJH, IWR, SCHX, SUB,
- Reduced Positions: IAU, PFE, CMCSA, BRK.B, GOOG, LUMN, TJX, SPY, BLL, TSLA, VER, VCIT, LBRDK, DBL, BHK, MINT, OPP, AGG, JQC, NAC, BBN, GOOGL, MRK, NBB, VCSH, ADI, BAX, CNI, ELS, EQC, ICE, PSA, SBUX, LEN.B, MUC, MMT, NCA, PM, KMF, ISD, BTT, EEM, TOTL, AMGN, BAC, CCI, DEO, DLTR, GS, INTC, LKQ, LMT, MCD, SPGI, NSC, PNC, SWKS, VMC, ZBRA, TSI, MYC, MCA, CEV, EVV, NKX, BFZ, EIM, RNP, BLW, PFN, KYN, AWI, BTZ, VTA, DBRG, FAF, DFP, BIT, ETX, DSL, AMLP, GLD, IEMG, IWD, T, LNT, NLY, AMAT, KO, DD, ECL, EA, LLY, EMR, EPD, FAST, LVS, MLM, VWTR, PAYX, RHI, SRE, LUV, AXON, TMO, RTX, VRSN, GWW, WM, YUM, VVR, IQI, IIM, PCM, NXC, RQI, NBW, NAD, NEA, EVM, PML, FCT, EFT, AWK, BUD, STWD, GM, STAG, LDP, ARDC, CDW, AAL, PAYC, ETSY, SHOP, AFIN, DOCU, CTVA, SHC, AMJ, HYG, IJR, LQD, QQQ, VBK,
- Sold Out: SCHG, KKR, GE, BOND, BX, ERC, IWY, TREB, INVH, HPE, NID, VAC, BIDU, VMO, RMT, MFL, WMB, UL, MCK, MAR, BTI, CHW, CLRB, PSEC,
For the details of FIRST FOUNDATION ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/first+foundation+advisors/current-portfolio/portfolio
These are the top 5 holdings of FIRST FOUNDATION ADVISORS- Microsoft Corp (MSFT) - 1,282,634 shares, 13.38% of the total portfolio. Shares added by 0.38%
- Alphabet Inc (GOOG) - 50,912 shares, 4.91% of the total portfolio. Shares reduced by 7.85%
- iShares Gold Trust (IAU) - 2,694,185 shares, 3.50% of the total portfolio. Shares reduced by 54.28%
- Amazon.com Inc (AMZN) - 25,287 shares, 3.35% of the total portfolio. Shares added by 2.39%
- Facebook Inc (FB) - 199,620 shares, 2.67% of the total portfolio. Shares added by 0.63%
First Foundation Advisors initiated holding in Xilinx Inc. The purchase prices were between $114.61 and $144.64, with an estimated average price of $127.1. The stock is now traded at around $142.640000. The impact to a portfolio due to this purchase was 0.58%. The holding were 104,666 shares as of 2021-06-30.
New Purchase: JPMorgan Ultra-Short Municipal Income ETF (JMST)First Foundation Advisors initiated holding in JPMorgan Ultra-Short Municipal Income ETF. The purchase prices were between $50.98 and $51.07, with an estimated average price of $51.02. The stock is now traded at around $51.090000. The impact to a portfolio due to this purchase was 0.49%. The holding were 246,848 shares as of 2021-06-30.
New Purchase: Discovery Inc (DISCK)First Foundation Advisors initiated holding in Discovery Inc. The purchase prices were between $27.33 and $37.08, with an estimated average price of $31.22. The stock is now traded at around $27.140000. The impact to a portfolio due to this purchase was 0.44%. The holding were 395,467 shares as of 2021-06-30.
New Purchase: SPDR SSgA Global Allocation ETF (GAL)First Foundation Advisors initiated holding in SPDR SSgA Global Allocation ETF. The purchase prices were between $43.66 and $46.27, with an estimated average price of $45.28. The stock is now traded at around $46.290000. The impact to a portfolio due to this purchase was 0.37%. The holding were 211,283 shares as of 2021-06-30.
New Purchase: Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 - (DJP)First Foundation Advisors initiated holding in Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 -. The purchase prices were between $23.51 and $27.41, with an estimated average price of $25.99. The stock is now traded at around $26.900000. The impact to a portfolio due to this purchase was 0.36%. The holding were 345,947 shares as of 2021-06-30.
New Purchase: Koninklijke Philips NV (PHG)First Foundation Advisors initiated holding in Koninklijke Philips NV. The purchase prices were between $49.7 and $61.1, with an estimated average price of $56.46. The stock is now traded at around $44.250000. The impact to a portfolio due to this purchase was 0.31%. The holding were 162,194 shares as of 2021-06-30.
Added: VanEck Vectors Morningstar Wide Moat ETF (MOAT)First Foundation Advisors added to a holding in VanEck Vectors Morningstar Wide Moat ETF by 264.98%. The purchase prices were between $69.28 and $75.04, with an estimated average price of $72.75. The stock is now traded at around $76.020000. The impact to a portfolio due to this purchase was 0.38%. The holding were 182,301 shares as of 2021-06-30.
Added: Altria Group Inc (MO)First Foundation Advisors added to a holding in Altria Group Inc by 450.63%. The purchase prices were between $46.31 and $52.31, with an estimated average price of $49.19. The stock is now traded at around $48.560000. The impact to a portfolio due to this purchase was 0.38%. The holding were 250,164 shares as of 2021-06-30.
Added: Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC)First Foundation Advisors added to a holding in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF by 128.03%. The purchase prices were between $78.91 and $86.07, with an estimated average price of $83.04. The stock is now traded at around $89.370000. The impact to a portfolio due to this purchase was 0.36%. The holding were 191,739 shares as of 2021-06-30.
Added: Pershing Square Tontine Holdings Ltd (PSTH)First Foundation Advisors added to a holding in Pershing Square Tontine Holdings Ltd by 124.95%. The purchase prices were between $22.06 and $25.62, with an estimated average price of $24.03. The stock is now traded at around $20.020000. The impact to a portfolio due to this purchase was 0.34%. The holding were 694,613 shares as of 2021-06-30.
Added: Danaher Corp (DHR)First Foundation Advisors added to a holding in Danaher Corp by 75.67%. The purchase prices were between $225.08 and $271.69, with an estimated average price of $249.44. The stock is now traded at around $320.960000. The impact to a portfolio due to this purchase was 0.32%. The holding were 72,996 shares as of 2021-06-30.
Added: Sony Group Corp (SONY)First Foundation Advisors added to a holding in Sony Group Corp by 39.95%. The purchase prices were between $92.97 and $112.77, with an estimated average price of $101.44. The stock is now traded at around $98.480000. The impact to a portfolio due to this purchase was 0.25%. The holding were 231,748 shares as of 2021-06-30.
Sold Out: Schwab U.S. Large-Cap Growth ETF (SCHG)First Foundation Advisors sold out a holding in Schwab U.S. Large-Cap Growth ETF. The sale prices were between $129.65 and $146.47, with an estimated average price of $138.15.
Sold Out: KKR & Co Inc (KKR)First Foundation Advisors sold out a holding in KKR & Co Inc. The sale prices were between $48.85 and $60.76, with an estimated average price of $55.32.
Sold Out: Blackstone Inc (BX)First Foundation Advisors sold out a holding in Blackstone Inc. The sale prices were between $74.53 and $99.62, with an estimated average price of $88.44.
Sold Out: PIMCO Active Bond ETF (BOND)First Foundation Advisors sold out a holding in PIMCO Active Bond ETF. The sale prices were between $108.29 and $110.48, with an estimated average price of $109.58.
Sold Out: General Electric Co (GE)First Foundation Advisors sold out a holding in General Electric Co. The sale prices were between $102.24 and $114.8, with an estimated average price of $107.13.
Sold Out: British American Tobacco PLC (BTI)First Foundation Advisors sold out a holding in British American Tobacco PLC. The sale prices were between $37.35 and $40.51, with an estimated average price of $39.13.
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