Frank, Rimerman Advisors LLC Reduced Holdings in Q3 2024

Frank, Rimerman Advisors LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
-590
- 5.01%
$57.22 - $80.08 $33.8K - $47.2K
11.2K $872K
WMT
Walmart Inc.

Consumer Defensive
-7.37K
- 11.49%
$66.91 - $81.4 $493K - $600K
56.8K $4.58M
IBM
International Business Machines Corp

Technology
-3.55K
- 16.07%
$175.1 - $223.38 $621K - $793K
18.5K $4.1M
ACWI
Ishares Msci Acwi ETF

ETFs
-190
- 0.43%
$107.24 - $119.84 $20.4K - $22.8K
44.2K $5.29M
BMY
Bristol Myers Squibb CO

Healthcare
-2.11K
- 5.04%
$39.66 - $51.75 $83.6K - $109K
39.7K $2.06M
VZ
Verizon Communications Inc

Communication Services
-507
- 0.54%
$38.89 - $45.0 $19.7K - $22.8K
93.5K $4.2M
O
Realty Income Corp

Real Estate
-415
- 1.11%
$52.36 - $63.42 $21.7K - $26.3K
37K $2.35M
VEA
Vanguard Ftse Developed Market

ETFs
-2.99K
- 1.73%
$47.6 - $53.31 $142K - $159K
170K $8.99M
T
At&T Inc.

Communication Services
-119
- 0.08%
$18.21 - $22.28 $2.17K - $2.65K
152K $3.35M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-58
- 0.4%
$386.81 - $423.12 $22.4K - $24.5K
14.5K $6.12M
HCA
Hca Healthcare, Inc.

Healthcare
-8
- 0.12%
$315.12 - $406.43 $2.52K - $3.25K
6.77K $2.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-475
- 0.3%
$434.77 - $502.96 $207K - $239K
156K $76.1M
VTI
Vanguard Total Stock Market Et

ETFs
-681
- 0.66%
$255.18 - $283.2 $174K - $193K
103K $29M
AAPL
Apple Inc.

Technology
-26.5K
- 7.54%
$207.23 - $234.82 $5.5M - $6.23M
326K $75.8M
META
Meta Platforms, Inc.

Communication Services
-2.22K
- 4.57%
$453.41 - $572.44 $1M - $1.27M
46.2K $26.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-88
- 0.11%
$517.38 - $573.86 $45.5K - $50.5K
78.4K $45M
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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