Frank, Rimerman Advisors LLC Incresed Positions in Q4 2024

Frank, Rimerman Advisors LLC

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TYL
Tyler Technologies Inc

Technology
471
+ 121.08%
$576.64 - $635.69 $272K - $299K
860 $495K
UAL
United Airlines Holdings, Inc.

Industrials
413
+ 7.25%
$55.62 - $102.44 $23K - $42.3K
6.11K $593K
CAG
Conagra Brands Inc.

Consumer Defensive
10.9K
+ 120.64%
$26.48 - $32.72 $289K - $357K
20K $553K
PCAR
Paccar Inc

Industrials
511
+ 1.4%
$97.92 - $118.41 $50K - $60.5K
37K $3.85M
ABT
Abbott Laboratories

Healthcare
2.24K
+ 14.13%
$111.93 - $119.39 $251K - $267K
18.1K $2.05M
FTNT
Fortinet, Inc.

Technology
173
+ 1.37%
$76.49 - $99.21 $13.2K - $17.2K
12.8K $1.21M
OWL
Blue Owl Capital Inc.

Financial Services
8.06K
+ 76.21%
$19.51 - $24.81 $157K - $200K
18.6K $433K
GRMN
Garmin LTD

Technology
125
+ 2.01%
$161.91 - $220.77 $20.2K - $27.6K
6.36K $1.31M
WMB
Williams Companies, Inc.

Energy
395
+ 1.79%
$46.37 - $59.74 $18.3K - $23.6K
22.4K $1.21M
CWEN
Clearway Energy, Inc.

Utilities
8.88K
+ 132.22%
$25.71 - $30.74 $228K - $273K
15.6K $405K
TMUS
T Mobile Us, Inc.

Communication Services
492
+ 8.55%
$206.1 - $246.94 $101K - $121K
6.25K $1.38M
GS
Goldman Sachs Group Inc

Financial Services
44
+ 2.08%
$486.1 - $608.57 $21.4K - $26.8K
2.16K $1.24M
F
Ford Motor CO

Consumer Cyclical
21.3K
+ 55.47%
$9.69 - $11.4 $207K - $243K
59.8K $591K
HPE
Hewlett Packard Enterprise CO

Technology
7.79K
+ 50.66%
$19.31 - $23.95 $150K - $187K
23.2K $494K
MCHP
Microchip Technology Inc

Technology
9.83K
+ 57.89%
$55.51 - $79.05 $546K - $777K
26.8K $1.54M
T
At&T Inc.

Communication Services
2.45K
+ 1.61%
$21.22 - $23.88 $52K - $58.6K
155K $3.52M
PNC
Pnc Financial Services Group, Inc.

Financial Services
730
+ 25.13%
$178.39 - $215.0 $130K - $157K
3.64K $701K
OMF
One Main Holdings, Inc.

Financial Services
1.91K
+ 15.08%
$45.27 - $57.43 $86.2K - $109K
14.5K $757K
C
Citigroup Inc

Financial Services
892
+ 7.07%
$61.31 - $72.5 $54.7K - $64.7K
13.5K $950K
PGR
Progressive Corp

Financial Services
1.12K
+ 14.79%
$239.6 - $268.88 $268K - $301K
8.69K $2.08M
DRI
Darden Restaurants Inc

Consumer Cyclical
298
+ 6.48%
$155.96 - $188.66 $46.5K - $56.2K
4.9K $914K
ROP
Roper Technologies Inc

Industrials
363
+ 38.13%
$519.85 - $575.95 $189K - $209K
1.32K $683K
AMP
Ameriprise Financial Inc

Financial Services
84
+ 4.93%
$473.15 - $574.01 $39.7K - $48.2K
1.79K $952K
OKE
Oneok Inc

Energy
33
+ 0.21%
$92.28 - $117.05 $3.05K - $3.86K
15.6K $1.56M
HWM
Howmet Aerospace Inc.

Industrials
100
+ 0.67%
$99.72 - $120.09 $9.97K - $12K
15K $1.64M
EW
Edwards Lifesciences Corp

Healthcare
1.39K
+ 25.9%
$64.54 - $75.92 $89.8K - $106K
6.77K $500K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.35K
+ 28.19%
$148.29 - $166.93 $200K - $226K
6.14K $915K
MNST
Monster Beverage Corp

Consumer Defensive
2.61K
+ 33.04%
$49.24 - $56.38 $128K - $147K
10.5K $551K
BSX
Boston Scientific Corp

Healthcare
299
+ 1.47%
$83.62 - $91.5 $25K - $27.4K
20.6K $1.84M
PAYX
Paychex Inc

Industrials
376
+ 2.69%
$135.86 - $148.73 $51.1K - $55.9K
14.4K $2.02M
SLB
Schlumberger Limited

Energy
3.89K
+ 72.17%
$36.83 - $45.59 $143K - $177K
9.27K $355K
AZO
Autozone Inc

Consumer Cyclical
34
+ 10.21%
$2981.19 - $3370.27 $101K - $115K
367 $1.18M
PYPL
Pay Pal Holdings, Inc.

Financial Services
506
+ 4.53%
$77.25 - $91.3 $39.1K - $46.2K
11.7K $997K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
87
+ 14.87%
$1146.59 - $1270.6 $99.8K - $111K
672 $796K
COIN
Coinbase Global, Inc.

Technology
33
+ 2.2%
$163.17 - $343.62 $5.38K - $11.3K
1.53K $379K
FIS
Fidelity National Information Services, Inc.

Technology
1.51K
+ 44.47%
$80.14 - $90.95 $121K - $137K
4.9K $395K
ARES
Ares Management Corp

Financial Services
65
+ 1.38%
$153.38 - $183.7 $9.97K - $11.9K
4.78K $845K
CMI
Cummins Inc

Industrials
67
+ 1.92%
$324.93 - $383.42 $21.8K - $25.7K
3.56K $1.24M
BA
Boeing CO

Industrials
199
+ 6.85%
$138.14 - $180.72 $27.5K - $36K
3.11K $549K
ABNB
Airbnb, Inc.

Consumer Cyclical
689
+ 19.32%
$125.36 - $147.37 $86.4K - $102K
4.26K $559K
VO
Vanguard Mid Cap ETF

ETFs
391
+ 4.34%
$261.5 - $284.63 $102K - $111K
9.41K $2.48M
TCOM
Trip.Com Group LTD

Consumer Cyclical
92
+ 0.85%
$58.0 - $75.06 $5.34K - $6.91K
10.9K $745K
DFS
Discover Financial Services

Financial Services
2
+ 0.06%
$136.3 - $182.67 $273 - $365
3.13K $542K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.02K
+ 87.82%
$72.97 - $96.75 $147K - $195K
4.32K $320K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
149
+ 1.03%
$417.69 - $450.94 $62.2K - $67.2K
14.6K $6.21M
MET
Metlife Inc

Financial Services
1.16K
+ 14.63%
$78.15 - $88.25 $90.9K - $103K
9.12K $746K
YUM
Yum Brands Inc

Consumer Cyclical
789
+ 24.8%
$130.36 - $139.54 $103K - $110K
3.97K $532K
DE
Deere & CO

Industrials
137
+ 3.58%
$389.45 - $466.0 $53.4K - $63.8K
3.97K $1.68M
WEC
Wec Energy Group, Inc.

Utilities
919
+ 29.61%
$92.94 - $101.82 $85.4K - $93.6K
4.02K $378K
Activity Summary
Buys All Purchases 299 New Holdings 45 Increased Positions 254 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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