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
VST
Vistra Corp.

Utilities
48
+ 1.26%
$115.74 - $166.61 $5.56K - $8K
3.84K $529K
EOG
Eog Resources Inc

Energy
657
+ 23.86%
$118.22 - $136.54 $77.7K - $89.7K
3.41K $418K
AME
Ametek Inc

Industrials
332
+ 14.03%
$165.89 - $197.38 $55.1K - $65.5K
2.7K $486K
CVS
Cvs Health Corp

Healthcare
4.57K
+ 63.35%
$43.78 - $67.46 $200K - $308K
11.8K $529K
AZN
Astrazeneca PLC

Healthcare
2.99K
+ 30.67%
$63.2 - $79.58 $189K - $238K
12.7K $835K
GM
General Motors CO

Consumer Cyclical
674
+ 14.79%
$44.82 - $60.2 $30.2K - $40.6K
5.23K $278K
FFIV
F5, Inc.

Technology
135
+ 11.1%
$213.56 - $263.36 $28.8K - $35.6K
1.35K $339K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
912
+ 14.83%
$55.73 - $66.16 $50.8K - $60.3K
7.06K $425K
AON
Aon PLC

Financial Services
80
+ 2.52%
$344.14 - $393.31 $27.5K - $31.5K
3.26K $1.17M
VMC
Vulcan Materials CO

Basic Materials
225
+ 13.7%
$237.95 - $292.31 $53.5K - $65.8K
1.87K $480K
MCK
Mckesson Corp

Healthcare
17
+ 2.15%
$482.27 - $628.5 $8.2K - $10.7K
807 $459K
SQ
Block, Inc.

Technology
38
+ 1.05%
$65.06 - $98.92 $2.47K - $3.76K
3.65K $310K
TRMB
Trimble Inc.

Technology
24
+ 0.32%
$60.21 - $75.4 $1.45K - $1.81K
7.51K $530K
TFC
Truist Financial Corp

Financial Services
1.09K
+ 3.86%
$41.51 - $48.1 $45.4K - $52.6K
29.4K $1.28M
NDAQ
Nasdaq, Inc.

Financial Services
342
+ 3.92%
$70.87 - $83.05 $24.2K - $28.4K
9.07K $701K
MSCI
Msci Inc.

Financial Services
50
+ 2.54%
$569.09 - $635.99 $28.5K - $31.8K
2.02K $1.21M
PWR
Quanta Services, Inc.

Industrials
25
+ 0.82%
$296.05 - $346.6 $7.4K - $8.67K
3.08K $973K
KMB
Kimberly Clark Corp

Consumer Defensive
703
+ 26.27%
$130.37 - $146.09 $91.7K - $103K
3.38K $442K
EQIX
Equinix Inc

Real Estate
9
+ 0.93%
$865.69 - $985.0 $7.79K - $8.87K
972 $916K
SPG
Simon Property Group Inc

Real Estate
207
+ 2.65%
$167.23 - $183.84 $34.6K - $38.1K
8.03K $1.38M
TDY
Teledyne Technologies Inc

Technology
84
+ 10.76%
$436.59 - $489.24 $36.7K - $41.1K
865 $401K
OHI
Omega Healthcare Investors Inc

Real Estate
2.66K
+ 18.33%
$37.51 - $42.56 $99.8K - $113K
17.2K $649K
HBAN
Huntington Bancshares Inc

Financial Services
2.1K
+ 14.75%
$14.18 - $18.2 $29.7K - $38.2K
16.3K $265K
EXC
Exelon Corp

Utilities
2.35K
+ 20.88%
$36.22 - $40.97 $85.2K - $96.4K
13.6K $512K
ANSS
Ansys Inc

Technology
74
+ 4.63%
$313.05 - $361.45 $23.2K - $26.7K
1.67K $564K
KR
Kroger CO

Consumer Defensive
348
+ 4.25%
$55.21 - $63.3 $19.2K - $22K
8.54K $521K
CBRE
Cbre Group, Inc.

Real Estate
174
+ 4.16%
$119.22 - $140.71 $20.7K - $24.5K
4.36K $571K
PKG
Packaging Corp Of America

Consumer Cyclical
173
+ 15.02%
$211.98 - $248.85 $36.7K - $43.1K
1.33K $298K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
126
+ 11.84%
$229.83 - $258.46 $29K - $32.6K
1.19K $294K
EMR
Emerson Electric CO

Industrials
17
+ 0.54%
$108.13 - $134.33 $1.84K - $2.28K
3.17K $392K
JCI
Johnson Controls International PLC

Industrials
509
+ 8.35%
$74.23 - $86.6 $37.8K - $44.1K
6.61K $521K
PNR
Pentair PLC

Industrials
274
+ 4.07%
$95.0 - $109.21 $26K - $29.9K
7.01K $705K
STT
State Street Corp

Financial Services
240
+ 9.85%
$85.96 - $100.78 $20.6K - $24.2K
2.68K $262K
TTD
Trade Desk, Inc.

Technology
239
+ 12.11%
$108.7 - $139.51 $26K - $33.3K
2.21K $259K
VLO
Valero Energy Corp

Energy
662
+ 21.18%
$118.59 - $144.02 $78.5K - $95.3K
3.79K $464K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
55
+ 2.22%
$109.13 - $130.93 $6K - $7.2K
2.53K $315K
FTV
Fortive Corp

Technology
723
+ 21.26%
$71.16 - $79.68 $51.4K - $57.6K
4.12K $309K
TFSL
Tfs Financial Corp

Financial Services
3.41K
+ 27.31%
$12.52 - $14.53 $42.6K - $49.5K
15.9K $199K
EA
Electronic Arts Inc.

Communication Services
212
+ 7.98%
$140.69 - $167.97 $29.8K - $35.6K
2.87K $419K
MCD
Mcdonalds Corp

Consumer Cyclical
697
+ 6.26%
$288.47 - $316.54 $201K - $221K
11.8K $3.43M
ALL
Allstate Corp

Financial Services
150
+ 4.96%
$181.25 - $208.2 $27.2K - $31.2K
3.17K $611K
PH
Parker Hannifin Corp

Industrials
34
+ 0.89%
$621.74 - $709.46 $21.1K - $24.1K
3.85K $2.45M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.95K
+ 7.09%
N/A
29.4K $558K
HUM
Humana Inc

Healthcare
402
+ 37.36%
$233.89 - $304.18 $94K - $122K
1.48K $374K
ROK
Rockwell Automation, Inc

Industrials
32
+ 2.21%
$264.65 - $302.92 $8.47K - $9.69K
1.48K $422K
FAST
Fastenal CO

Industrials
318
+ 1.55%
$69.99 - $84.35 $22.3K - $26.8K
20.8K $1.5M
GWW
W.W. Grainger, Inc.

Industrials
27
+ 11.25%
$1023.06 - $1220.93 $27.6K - $33K
267 $281K
CTSH
Cognizant Technology Solutions Corp

Technology
433
+ 7.08%
$74.37 - $82.32 $32.2K - $35.6K
6.55K $503K
RTX
Raytheon Technologies Corp

Industrials
531
+ 9.32%
$114.45 - $127.21 $60.8K - $67.5K
6.23K $720K
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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