Frank, Rimerman Advisors LLC Purchases in Q3 2024

Frank, Rimerman Advisors LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
115
+ 2.66%
$294.65 - $384.0 $33.9K - $44.2K
4.44K $1.69M
VFH
Vanguard Financial ETF

ETFs
186
+ 0.5%
$99.27 - $111.21 $18.5K - $20.7K
37.4K $4.11M
NSC
Norfolk Southern Corp

Industrials
1.32K
+ 70.71%
$213.75 - $259.69 $281K - $342K
3.18K $789K
PGR
Progressive Corp

Financial Services
24
+ 0.32%
$209.46 - $259.24 $5.03K - $6.22K
7.57K $1.92M
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
MMM
3 M CO

Industrials
1.39K
+ 36.81%
$99.69 - $139.42 $139K - $194K
5.18K $708K
FTNT
Fortinet, Inc.

Technology
1.41K
+ 12.59%
$55.39 - $77.55 $78.3K - $110K
12.6K $980K
TJX
Tjx Companies Inc

Consumer Cyclical
1.97K
+ 20.24%
$107.93 - $120.23 $213K - $237K
11.7K $1.37M
CVNA
Carvana Co.

Consumer Cyclical
1.74K
New
$122.32 - $175.15 $213K - $305K
1.74K $303K
CCI
Crown Castle International Corp

Real Estate
956
+ 10.7%
$95.29 - $120.24 $91.1K - $115K
9.89K $1.17M
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
AGCO
Agco Corp

Industrials
2.57K
New
$84.99 - $103.52 $219K - $266K
2.57K $252K
MAN
Manpower Group Inc.

Industrials
3.41K
New
$66.26 - $77.13 $226K - $263K
3.41K $250K
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
EQT
Eqt Corp

Energy
6.44K
New
$30.21 - $37.21 $195K - $240K
6.44K $236K
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
MAS
Masco Corp

Industrials
2.77K
New
$64.7 - $83.94 $179K - $233K
2.77K $232K
SO
Southern CO

Utilities
6
+ 0.03%
$77.0 - $90.52 $462 - $543
18.1K $1.63M
ALLE
Allegion PLC

Industrials
1.57K
New
$114.67 - $145.7 $180K - $229K
1.57K $228K
TYL
Tyler Technologies Inc

Technology
389
New
$499.52 - $595.46 $194K - $232K
389 $227K
NVR
Nvr Inc

Consumer Cyclical
23
New
$7421.51 - $9811.8 $171K - $226K
23 $225K
URI
United Rentals, Inc.

Industrials
276
New
$627.41 - $814.1 $173K - $225K
276 $223K
SJM
J M Smucker CO

Consumer Defensive
1.83K
New
$109.12 - $122.4 $200K - $224K
1.83K $221K
EMN
Eastman Chemical CO

Basic Materials
1.97K
New
$93.82 - $113.74 $185K - $224K
1.97K $220K
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
BBY
Best Buy CO Inc

Consumer Cyclical
2.12K
New
$80.23 - $103.29 $170K - $218K
2.12K $218K
NDSN
Nordson Corp

Industrials
827
New
$225.0 - $262.63 $186K - $217K
827 $217K
TTD
Trade Desk, Inc.

Technology
1.97K
New
$83.08 - $110.79 $164K - $219K
1.97K $216K
IT
Gartner Inc

Technology
426
New
$441.32 - $516.47 $188K - $220K
426 $215K
STT
State Street Corp

Financial Services
2.44K
New
$73.37 - $89.31 $179K - $218K
2.44K $215K
PANW
Palo Alto Networks Inc

Technology
596
+ 17.03%
$294.18 - $368.01 $175K - $219K
4.1K $1.4M
MRVL
Marvell Technology, Inc.

Technology
2.95K
New
$56.15 - $76.24 $166K - $225K
2.95K $212K
STWD
Starwood Property Trust, Inc.

Real Estate
6.13K
+ 10.31%
$18.75 - $21.11 $115K - $129K
65.6K $1.34M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.9K
New
$85.44 - $110.36 $163K - $210K
1.9K $210K
ALL
Allstate Corp

Financial Services
744
+ 32.65%
$158.43 - $192.86 $118K - $143K
3.02K $573K
ITB
Ishares Tr

ETFs
1.65K
New
$97.52 - $128.64 $161K - $212K
1.65K $209K
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
Track This Portfolio

Track Frank, Rimerman Advisors LLC Portfolio

Follow Frank, Rimerman Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Frank, Rimerman Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frank, Rimerman Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email