Frank, Rimerman Advisors LLC Incresed Positions in Q3 2024

Frank, Rimerman Advisors LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
83
+ 1.81%
$531.86 - $624.21 $44.1K - $51.8K
4.68K $2.9M
JHG
Janus Henderson Group PLC

Financial Services
6.51K
+ 27.0%
$33.55 - $38.68 $218K - $252K
30.6K $1.16M
LLY
Eli Lilly & CO

Healthcare
695
+ 5.05%
$772.14 - $960.02 $537K - $667K
14.4K $12.8M
HWM
Howmet Aerospace Inc.

Industrials
55
+ 0.37%
$77.3 - $100.22 $4.25K - $5.51K
14.9K $1.5M
MET
Metlife Inc

Financial Services
3.43K
+ 76.01%
$67.96 - $82.48 $233K - $283K
7.95K $655K
KO
Coca Cola CO

Consumer Defensive
519
+ 1.45%
$62.69 - $73.01 $32.5K - $37.9K
36.2K $2.6M
MELI
Mercadolibre Inc

Consumer Cyclical
13
+ 1.75%
$1591.44 - $2140.1 $20.7K - $27.8K
756 $1.55M
MMM
3 M CO

Industrials
1.39K
+ 36.81%
$99.69 - $139.42 $139K - $194K
5.18K $708K
TJX
Tjx Companies Inc

Consumer Cyclical
1.97K
+ 20.24%
$107.93 - $120.23 $213K - $237K
11.7K $1.37M
FTNT
Fortinet, Inc.

Technology
1.41K
+ 12.59%
$55.39 - $77.55 $78.3K - $110K
12.6K $980K
AFL
Aflac Inc

Financial Services
140
+ 1.11%
$88.52 - $111.8 $12.4K - $15.7K
12.7K $1.42M
WMB
Williams Companies, Inc.

Energy
5.12K
+ 30.25%
$41.24 - $46.22 $211K - $237K
22K $1.01M
MAR
Marriott International Inc

Consumer Cyclical
877
+ 14.71%
$211.35 - $255.11 $185K - $224K
6.84K $1.7M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.14%
$460.3 - $584.56 $1.38K - $1.75K
2.1K $1.23M
AMT
American Tower Corp

Real Estate
465
+ 12.8%
$192.27 - $242.73 $89.4K - $113K
4.1K $952K
MCO
Moodys Corp

Financial Services
35
+ 0.82%
$421.49 - $494.67 $14.8K - $17.3K
4.3K $2.04M
CBOE
Cboe Global Markets, Inc.

Financial Services
12
+ 0.17%
$168.57 - $213.65 $2.02K - $2.56K
7.03K $1.44M
WELL
Welltower Inc.

Real Estate
82
+ 0.86%
$104.0 - $129.74 $8.53K - $10.6K
9.62K $1.23M
ADSK
Autodesk, Inc.

Technology
979
+ 27.0%
$245.83 - $245.83 $241K - $241K
4.61K $1.13M
CHRD
Oasis Petroleum Inc.

Energy
3.1K
+ 68.5%
$128.01 - $176.98 $397K - $548K
7.62K $992K
SO
Southern CO

Utilities
6
+ 0.03%
$77.0 - $90.52 $462 - $543
18.1K $1.63M
PAYX
Paychex Inc

Industrials
8
+ 0.06%
$116.17 - $135.19 $929 - $1.08K
14K $1.88M
PSA
Public Storage

Real Estate
101
+ 4.22%
$283.13 - $365.01 $28.6K - $36.9K
2.49K $907K
PANW
Palo Alto Networks Inc

Technology
596
+ 17.03%
$294.18 - $368.01 $175K - $219K
4.1K $1.4M
STWD
Starwood Property Trust, Inc.

Real Estate
6.13K
+ 10.31%
$18.75 - $21.11 $115K - $129K
65.6K $1.34M
ALL
Allstate Corp

Financial Services
744
+ 32.65%
$158.43 - $192.86 $118K - $143K
3.02K $573K
MSCI
Msci Inc.

Financial Services
17
+ 0.87%
$479.31 - $584.91 $8.15K - $9.94K
1.97K $1.15M
VO
Vanguard Mid Cap ETF

ETFs
45
+ 0.5%
$237.84 - $263.83 $10.7K - $11.9K
9.01K $2.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
49
+ 0.17%
$79.92 - $88.19 $3.92K - $4.32K
28.8K $2.54M
UBER
Uber Technologies, Inc

Technology
1.97K
+ 9.67%
$58.48 - $77.47 $115K - $153K
22.3K $1.68M
MDLZ
Mondelez International, Inc.

Consumer Defensive
107
+ 0.47%
$64.35 - $75.71 $6.89K - $8.1K
23K $1.69M
NOC
Northrop Grumman Corp

Industrials
21
+ 1.1%
$423.73 - $533.14 $8.9K - $11.2K
1.94K $1.02M
TMUS
T Mobile Us, Inc.

Communication Services
56
+ 0.98%
$175.14 - $206.36 $9.81K - $11.6K
5.76K $1.19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
168
+ 0.44%
$58.03 - $65.37 $9.75K - $11K
38.5K $2.49M
CPRI
Capri Holdings LTD

Consumer Cyclical
1.63K
+ 13.73%
$29.61 - $42.44 $48.3K - $69.2K
13.5K $573K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
142
+ 0.52%
$43.9 - $52.34 $6.23K - $7.43K
27.2K $1.4M
TXN
Texas Instruments Inc

Technology
891
+ 4.42%
$194.6 - $194.6 $173K - $173K
21K $4.09M
AMCR
Amcor PLC

Consumer Cyclical
326
+ 0.3%
$9.5 - $11.44 $3.1K - $3.73K
108K $1.23M
CMI
Cummins Inc

Industrials
26
+ 0.75%
$266.63 - $326.4 $6.93K - $8.49K
3.49K $1.13M
AFG
American Financial Group Inc

Financial Services
411
+ 4.2%
$119.65 - $137.03 $49.2K - $56.3K
10.2K $1.37M
AMGN
Amgen Inc

Healthcare
98
+ 0.72%
$309.38 - $337.38 $30.3K - $33.1K
13.6K $4.4M
BK
Bank Of New York Mellon Corp

Financial Services
142
+ 1.11%
$59.54 - $72.17 $8.45K - $10.2K
12.9K $927K
MTB
M&T Bank Corp

Financial Services
57
+ 1.02%
$146.49 - $179.85 $8.35K - $10.3K
5.64K $1.01M
PLD
Prologis, Inc.

Real Estate
381
+ 5.0%
$111.95 - $132.43 $42.7K - $50.5K
8K $1.01M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.59K
+ 79.97%
$113.01 - $154.34 $179K - $245K
3.57K $452K
DELL
Dell Technologies Inc.

Technology
3.11K
+ 27.79%
$87.89 - $145.97 $274K - $455K
14.3K $1.7M
CBRE
Cbre Group, Inc.

Real Estate
20
+ 0.48%
$85.97 - $124.48 $1.72K - $2.49K
4.18K $520K
HSBC
Hsbc Holdings PLC

Financial Services
1.01K
+ 1.69%
$40.42 - $45.91 $40.6K - $46.1K
60.6K $2.74M
BSX
Boston Scientific Corp

Healthcare
114
+ 0.57%
$72.96 - $84.0 $8.32K - $9.58K
20.3K $1.7M
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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