Frank, Rimerman Advisors LLC Incresed Positions in Q1 2025

Frank, Rimerman Advisors LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
118K
+ 535.53%
$25.01 - $27.13 $2.96M - $3.21M
141K $3.56M
NFLX
Netflix Inc

Communication Services
222
+ 0.38%
$828.4 - $1058.6 $184K - $235K
58.6K $54.6M
TDG
Trans Digm Group Inc

Industrials
1.06K
+ 32.02%
$1251.32 - $1394.11 $1.32M - $1.47M
4.35K $6.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
915
+ 6.21%
$442.66 - $534.52 $405K - $489K
15.6K $8.33M
JNJ
Johnson & Johnson

Healthcare
3.89K
+ 10.82%
$142.06 - $167.7 $553K - $652K
39.8K $6.61M
AMGN
Amgen Inc

Healthcare
3.66K
+ 79.24%
$258.59 - $327.36 $945K - $1.2M
8.27K $2.58M
PM
Philip Morris International Inc.

Consumer Defensive
267
+ 0.87%
$117.15 - $158.79 $31.3K - $42.4K
31K $4.92M
GE
General Electric CO

Industrials
2.6K
+ 16.75%
$168.59 - $212.13 $438K - $551K
18.1K $3.62M
TXN
Texas Instruments Inc

Technology
5.31K
+ 47.22%
N/A
16.5K $3.22M
S
Sentinel One, Inc.

Technology
111K
+ 44.79%
$18.17 - $24.97 $2.02M - $2.78M
360K $6.55M
ABBV
Abb Vie Inc.

Healthcare
475
+ 1.75%
$169.2 - $216.66 $80.4K - $103K
27.6K $5.79M
IWV
Ishares Russell 3000 ETF

ETFs
2.97K
+ 202.67%
$313.1 - $349.83 $928K - $1.04M
4.43K $1.41M
EIX
Edison International

Utilities
15.3K
+ 471.7%
$50.06 - $80.01 $766K - $1.22M
18.5K $1.09M
WPC
W. P. Carey Inc.

Real Estate
11.9K
+ 160.79%
$53.5 - $65.05 $637K - $774K
19.3K $1.22M
UBER
Uber Technologies, Inc

Technology
8.49K
+ 99.0%
$63.17 - $81.49 $536K - $692K
17.1K $1.24M
GILD
Gilead Sciences, Inc.

Healthcare
446
+ 1.38%
$89.14 - $117.41 $39.8K - $52.4K
32.8K $3.67M
XOM
Exxon Mobil Corp

Energy
1.58K
+ 3.61%
$105.44 - $118.93 $167K - $188K
45.4K $5.4M
KLAC
Kla Corp

Technology
851
+ 44.67%
$636.62 - $777.63 $542K - $662K
2.76K $1.87M
VFH
Vanguard Financial ETF

ETFs
5.13K
+ 12.67%
$114.07 - $127.34 $585K - $653K
45.6K $5.44M
LLY
Eli Lilly & CO

Healthcare
202
+ 2.32%
$725.72 - $929.72 $147K - $188K
8.91K $7.36M
APH
Amphenol Corp

Technology
10.2K
+ 63.41%
$61.62 - $78.55 $627K - $799K
26.2K $1.72M
AMD
Advanced Micro Devices Inc

Technology
9.7K
+ 44.76%
$96.63 - $129.55 $938K - $1.26M
31.4K $3.22M
IBM
International Business Machines Corp

Technology
177
+ 0.95%
$217.4 - $264.74 $38.5K - $46.9K
18.7K $4.65M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.64K
+ 85.51%
$56.17 - $59.71 $485K - $516K
18.8K $1.07M
MU
Micron Technology Inc

Technology
5.09K
+ 32.85%
$86.89 - $109.38 $443K - $557K
20.6K $1.79M
ELV
Elevance Health, Inc.

Healthcare
643
+ 21.45%
$365.9 - $436.25 $235K - $281K
3.64K $1.58M
PGR
Progressive Corp

Financial Services
313
+ 3.6%
$235.61 - $291.22 $73.7K - $91.2K
9K $2.55M
META
Meta Platforms, Inc.

Communication Services
1.63K
+ 4.38%
$576.36 - $736.67 $941K - $1.2M
38.9K $22.4M
KO
Coca Cola CO

Consumer Defensive
2.54K
+ 10.05%
$60.81 - $72.32 $154K - $183K
27.8K $1.99M
MA
Mastercard Inc

Financial Services
224
+ 1.7%
$504.67 - $576.31 $113K - $129K
13.4K $7.35M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
278
+ 8.5%
$402.49 - $513.76 $112K - $143K
3.55K $1.72M
AJG
Arthur J. Gallagher & Co.

Financial Services
40
+ 0.64%
$275.89 - $345.24 $11K - $13.8K
6.29K $2.17M
HCA
Hca Healthcare, Inc.

Healthcare
267
+ 4.03%
$296.7 - $345.55 $79.2K - $92.3K
6.9K $2.38M
PLTR
Palantir Technologies Inc.

Technology
1.68K
+ 5.95%
$64.98 - $124.62 $109K - $210K
29.9K $2.53M
KMB
Kimberly Clark Corp

Consumer Defensive
2.44K
+ 72.12%
$124.46 - $147.4 $303K - $359K
5.82K $827K
CVS
Cvs Health Corp

Healthcare
1.7K
+ 14.44%
$44.22 - $68.64 $75.3K - $117K
13.5K $913K
WELL
Welltower Inc.

Real Estate
606
+ 6.3%
$124.05 - $156.86 $75.2K - $95.1K
10.2K $1.57M
MDT
Medtronic PLC

Healthcare
3.32K
+ 83.36%
$79.84 - $94.5 $265K - $313K
7.29K $655K
HWM
Howmet Aerospace Inc.

Industrials
217
+ 1.44%
$110.79 - $139.39 $24K - $30.2K
15.3K $1.98M
OWL
Blue Owl Capital Inc.

Financial Services
19.2K
+ 103.18%
$18.49 - $26.68 $356K - $513K
37.9K $758K
BSX
Boston Scientific Corp

Healthcare
521
+ 2.53%
$89.38 - $106.18 $46.6K - $55.3K
21.1K $2.13M
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 0.81%
$890.62 - $1076.86 $55.2K - $66.8K
7.75K $7.33M
XLY
Select Sector Spdr Consumer Di

ETFs
2.28K
+ 37.15%
$192.6 - $233.2 $438K - $531K
8.4K $1.66M
RSG
Republic Services, Inc.

Industrials
169
+ 2.91%
$200.09 - $242.16 $33.8K - $40.9K
5.98K $1.45M
CNC
Centene Corp

Healthcare
4.49K
+ 104.52%
$55.93 - $65.89 $251K - $296K
8.79K $533K
CI
Cigna Corp

Healthcare
424
+ 17.15%
$274.49 - $329.0 $116K - $139K
2.9K $952K
VRSN
Verisign Inc

Technology
609
+ 26.1%
$205.1 - $254.74 $125K - $155K
2.94K $746K
NXPI
Nxp Semiconductors N.V.

Technology
1.6K
+ 60.45%
$189.99 - $245.86 $304K - $393K
4.24K $806K
SCHW
Schwab Charles Corp

Financial Services
2.47K
+ 17.58%
$71.24 - $83.64 $176K - $207K
16.5K $1.29M
Activity Summary
Buys All Purchases 269 New Holdings 43 Increased Positions 226 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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