Frank, Rimerman Advisors LLC Purchases in Q3 2024

Frank, Rimerman Advisors LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUOL
Duolingo, Inc.

Technology
28
+ 0.03%
$158.85 - $287.54 $4.45K - $8.05K
99.9K $28.2M
TSLA
Tesla, Inc.

Consumer Cyclical
2.7K
+ 8.6%
$191.76 - $263.26 $518K - $711K
34.1K $8.93M
PRCT
Procept Bio Robotics Corp

Healthcare
22
+ 0.02%
$56.31 - $84.99 $1.24K - $1.87K
122K $9.78M
S
Sentinel One, Inc.

Technology
71.2K
+ 37.13%
$19.76 - $25.26 $1.41M - $1.8M
263K $6.29M
NFLX
Netflix Inc

Communication Services
234
+ 0.4%
$598.55 - $722.26 $140K - $169K
58.2K $41.3M
UNH
Unitedhealth Group Inc

Healthcare
1.36K
+ 9.19%
$488.01 - $604.18 $661K - $819K
16.1K $9.42M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
461
+ 0.1%
$178.94 - $207.0 $82.5K - $95.4K
443K $88.9M
ACN
Accenture PLC

Technology
3.13K
+ 30.19%
$295.44 - $355.81 $924K - $1.11M
13.5K $4.77M
MA
Mastercard Inc

Financial Services
2.02K
+ 18.38%
$429.6 - $500.99 $870K - $1.01M
13K $6.44M
SPGI
S&P Global Inc.

Financial Services
1.66K
+ 31.66%
$446.32 - $527.38 $742K - $877K
6.92K $3.57M
JNJ
Johnson & Johnson

Healthcare
4.3K
+ 13.64%
$145.48 - $167.38 $626K - $720K
35.8K $5.81M
IWC
Russell Micro Cap ETF

ETFs
5.88K
+ 11.94%
$112.21 - $129.46 $659K - $761K
55.1K $6.79M
USB
Us Bancorp \De\

Financial Services
21.3K
+ 69.94%
$39.04 - $47.23 $833K - $1.01M
51.9K $2.37M
PCAR
Paccar Inc

Industrials
12.2K
+ 50.39%
$91.64 - $109.98 $1.12M - $1.35M
36.5K $3.6M
COST
Costco Wholesale Corp

Consumer Defensive
821
+ 8.57%
$801.83 - $917.05 $658K - $753K
10.4K $9.22M
HD
Home Depot, Inc.

Consumer Cyclical
690
+ 5.31%
$333.64 - $405.2 $230K - $280K
13.7K $5.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
782
+ 1.34%
$162.83 - $179.16 $127K - $140K
59.2K $10.6M
MCHP
Microchip Technology Inc

Technology
12.6K
+ 291.54%
$72.0 - $95.98 $911K - $1.21M
17K $1.36M
MS
Morgan Stanley

Financial Services
6.58K
+ 21.07%
$92.07 - $106.96 $606K - $703K
37.8K $3.94M
CSCO
Cisco Systems, Inc.

Technology
8.71K
+ 13.6%
$44.74 - $53.22 $390K - $464K
72.8K $3.87M
PH
Parker Hannifin Corp

Industrials
675
+ 21.49%
$501.01 - $635.92 $338K - $429K
3.82K $2.41M
MPWR
Monolithic Power Systems Inc

Technology
839
+ 198.35%
$757.04 - $947.16 $635K - $795K
1.26K $1.17M
ABBV
Abb Vie Inc.

Healthcare
682
+ 2.62%
$163.84 - $199.33 $112K - $136K
26.7K $5.28M
PFG
Principal Financial Group Inc

Financial Services
8.95K
New
$72.94 - $87.46 $653K - $783K
8.95K $768K
NEE
Nextera Energy Inc

Utilities
4.06K
+ 14.79%
$69.9 - $84.97 $284K - $345K
31.5K $2.67M
AXP
American Express CO

Financial Services
1.03K
+ 9.3%
$225.92 - $271.17 $232K - $279K
12.1K $3.28M
PLTR
Palantir Technologies Inc.

Technology
14.1K
+ 91.54%
$24.09 - $37.95 $341K - $537K
29.6K $1.1M
CAT
Caterpillar Inc

Industrials
20
+ 0.17%
$316.8 - $391.12 $6.34K - $7.82K
11.5K $4.49M
PM
Philip Morris International Inc.

Consumer Defensive
472
+ 1.56%
$101.25 - $127.45 $47.8K - $60.2K
30.7K $3.72M
GILD
Gilead Sciences, Inc.

Healthcare
2.25K
+ 7.55%
$66.59 - $83.99 $150K - $189K
32.1K $2.69M
SYK
Stryker Corp

Healthcare
1.51K
+ 33.8%
$315.94 - $371.96 $477K - $562K
5.98K $2.16M
TT
Trane Technologies PLC

Industrials
923
+ 19.73%
$314.21 - $388.71 $290K - $359K
5.6K $2.18M
DHR
Danaher Corp

Healthcare
591
+ 3.59%
$239.25 - $280.76 $141K - $166K
17K $4.74M
SWKS
Skyworks Solutions, Inc.

Technology
6.29K
New
$96.22 - $120.68 $605K - $759K
6.29K $621K
DDS
Dillard'S, Inc.

Consumer Cyclical
1.59K
New
$332.23 - $468.58 $529K - $746K
1.59K $612K
OKE
Oneok Inc

Energy
5.24K
+ 50.83%
$78.62 - $95.27 $412K - $499K
15.5K $1.42M
KLAC
Kla Corp

Technology
820
+ 53.42%
$696.17 - $892.35 $571K - $732K
2.36K $1.82M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.09%
$245.82 - $304.51 $2.46K - $3.05K
11.1K $3.39M
SBUX
Starbucks Corp

Consumer Cyclical
2.57K
+ 18.22%
$72.51 - $98.6 $186K - $253K
16.7K $1.62M
NXPI
Nxp Semiconductors N.V.

Technology
2.62K
+ 65.45%
$225.14 - $290.78 $590K - $762K
6.63K $1.59M
NRG
Nrg Energy, Inc.

Utilities
14
+ 0.04%
$68.89 - $91.22 $964 - $1.28K
38.8K $3.54M
CRM
Salesforce, Inc.

Technology
909
+ 5.72%
$238.42 - $276.53 $217K - $251K
16.8K $4.6M
JPM
Jpmorgan Chase & CO

Financial Services
192
+ 0.35%
$194.9 - $224.8 $37.4K - $43.2K
55.7K $11.7M
TECK
Teck Resources LTD

Basic Materials
891
+ 0.86%
$43.48 - $53.4 $38.7K - $47.6K
105K $5.49M
NKE
Nike, Inc.

Consumer Cyclical
3.12K
+ 20.5%
$71.09 - $89.44 $222K - $279K
18.3K $1.62M
VST
Vistra Corp.

Utilities
3.8K
New
$69.0 - $119.06 $262K - $452K
3.8K $449K
CTAS
Cintas Corp

Industrials
4.95K
+ 427.01%
$201.38 - $819.83 $997K - $4.06M
6.11K $1.26M
BX
Blackstone Inc.

Financial Services
189
+ 1.35%
$120.77 - $159.66 $22.8K - $30.2K
14.2K $2.17M
LOW
Lowes Companies Inc

Consumer Cyclical
461
+ 8.3%
$213.3 - $270.78 $98.3K - $125K
6.01K $1.63M
Activity Summary
Buys All Purchases 226 New Holdings 36 Increased Positions 190 Sells All Sells 217 Reductions 217 Sold out 0 Options Calls 0 Puts 0
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