Frank, Rimerman Advisors LLC Purchases in Q2 2025

Frank, Rimerman Advisors LLC

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.95K
+ 26.39%
$51.14 - $57.0 $253K - $282K
23.7K $1.35M
PEGA
Pegasystems Inc

Technology
5.02K
New
$49.95 - $103.29 $251K - $519K
5.02K $271K
DG
Dollar General Corp

Consumer Defensive
1.69K
+ 58.87%
$86.02 - $114.95 $146K - $195K
4.57K $522K
SLF
Sun Life Financial Inc

Financial Services
4.06K
New
$53.39 - $66.45 $217K - $270K
4.06K $269K
MSGS
Madison Square Garden Sports Corp.

Communication Services
1.28K
New
$175.61 - $208.95 $225K - $268K
1.28K $268K
FTS
Fortis Inc.

Utilities
5.49K
New
$44.42 - $49.76 $244K - $273K
5.49K $262K
SNY
Sanofi

Healthcare
5.4K
New
$47.62 - $55.44 $257K - $299K
5.4K $260K
NOK
Nokia Corp

Technology
49.9K
New
$4.65 - $5.43 $232K - $271K
49.9K $258K
AFRM
Affirm Holdings, Inc.

Technology
3.74K
New
$35.75 - $69.14 $134K - $258K
3.74K $258K
PR
Permian Resources Corporation

Energy
19K
New
$10.36 - $14.93 $197K - $284K
19K $258K
HRL
Hormel Foods Corp

Consumer Defensive
8.37K
New
$29.11 - $31.44 $244K - $263K
8.37K $253K
PDD
Pinduoduo Inc.

Consumer Cyclical
2.41K
New
$88.35 - $122.19 $213K - $295K
2.41K $252K
CHK
Chesapeake Energy Corp

Energy
2.93K
New
N/A
2.93K $251K
LYG
Lloyds Banking Group PLC

Financial Services
58.9K
New
$3.32 - $4.29 $195K - $253K
58.9K $250K
AAL
American Airlines Group Inc.

Industrials
22.3K
New
N/A
22.3K $246K
MGA
Magna International Inc

Consumer Cyclical
6.38K
New
$30.82 - $38.61 $197K - $246K
6.38K $246K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.61K
+ 50.45%
$45.98 - $56.15 $166K - $203K
10.8K $605K
NGG
National Grid PLC

Utilities
3.19K
New
$62.74 - $74.79 $200K - $238K
3.19K $237K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.52K
New
$90.21 - $112.66 $228K - $284K
2.52K $230K
IONS
Ionis Pharmaceuticals Inc

Healthcare
5.76K
New
$25.51 - $40.0 $147K - $231K
5.76K $227K
RF
Regions Financial Corp

Financial Services
7.33K
+ 24.13%
$18.34 - $23.52 $134K - $172K
37.7K $887K
AVT
Avnet Inc

Technology
4.24K
New
$41.51 - $53.08 $176K - $225K
4.24K $225K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.16K
New
$54.6 - $70.83 $172K - $224K
3.16K $223K
WF
Woori Financial Group Inc.

Financial Services
4.45K
New
$30.46 - $49.73 $136K - $221K
4.45K $221K
HPQ
Hp Inc

Technology
11.2K
+ 68.31%
$21.88 - $29.32 $244K - $327K
27.5K $671K
TRP
Tc Energy Corp

Energy
4.46K
New
$44.48 - $51.4 $198K - $229K
4.46K $217K
NTES
Net Ease, Inc.

Communication Services
104
+ 1.65%
$91.37 - $134.58 $9.5K - $14K
6.42K $864K
ZS
Zscaler, Inc.

Technology
679
New
$174.67 - $315.32 $119K - $214K
679 $213K
ASR
Southeast Airport Group

Industrials
658
New
$253.25 - $347.82 $167K - $229K
658 $209K
EHC
Encompass Health Corp

Healthcare
1.71K
New
$96.12 - $122.63 $164K - $210K
1.71K $209K
WM
Waste Management Inc

Industrials
946
+ 30.54%
$216.47 - $242.1 $205K - $229K
4.04K $925K
CPB
Campbell Soup CO

Consumer Defensive
6.8K
New
$30.65 - $39.9 $208K - $271K
6.8K $208K
CVX
Chevron Corp

Energy
5.04K
+ 23.48%
$133.73 - $168.51 $674K - $849K
26.5K $3.8M
MMS
Maximus, Inc.

Industrials
2.9K
New
$65.54 - $76.8 $190K - $222K
2.9K $203K
VRT
Vertiv Holdings CO

Industrials
2.33K
New
N/A
2.33K $201K
CCI
Crown Castle International Corp

Real Estate
1.98K
+ 53.08%
$94.83 - $107.06 $188K - $212K
5.72K $587K
IWR
Ishares Russell Mid Cap ETF

ETFs
33
+ 0.12%
$74.88 - $91.97 $2.47K - $3.04K
28K $2.57M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.2K
+ 10.49%
$57.41 - $74.81 $69K - $89.9K
12.7K $941K
PARA
Paramount Global

Communication Services
15.1K
New
$10.65 - $12.9 $160K - $194K
15.1K $194K
MMM
3 M CO

Industrials
1.08K
+ 19.69%
$126.09 - $154.15 $136K - $166K
6.54K $995K
WEN
Wendy'S CO

Consumer Cyclical
16.1K
New
$11.11 - $14.72 $178K - $236K
16.1K $183K
WPC
W. P. Carey Inc.

Real Estate
3.12K
+ 16.17%
$56.12 - $64.53 $175K - $201K
22.4K $1.4M
UGP
Ultrapar Holdings Inc

Energy
55.1K
New
$2.76 - $3.28 $152K - $181K
55.1K $180K
EBR
Brazilian Electric Power CO

Utilities
24.2K
New
$6.8 - $7.75 $165K - $188K
24.2K $179K
PFE
Pfizer Inc

Healthcare
13.7K
+ 9.78%
$21.59 - $24.84 $297K - $341K
154K $3.74M
D
Dominion Energy, Inc

Utilities
2.99K
+ 17.7%
$49.66 - $58.0 $148K - $173K
19.9K $1.12M
MRVL
Marvell Technology, Inc.

Technology
1.11K
+ 19.21%
$49.38 - $79.97 $54.9K - $88.8K
6.9K $533K
MDT
Medtronic PLC

Healthcare
2.25K
+ 30.81%
$80.68 - $88.86 $181K - $200K
9.54K $831K
ICE
Intercontinental Exchange, Inc.

Financial Services
638
+ 11.85%
$151.62 - $183.47 $96.7K - $117K
6.02K $1.11M
Activity Summary
Buys All Purchases 276 New Holdings 102 Increased Positions 174 Sells All Sells 228 Reductions 228 Sold out 0 Options Calls 0 Puts 0
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