Frank, Rimerman Advisors LLC Purchases in Q4 2024

Frank, Rimerman Advisors LLC

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
517
+ 11.61%
$233.85 - $279.91 $121K - $145K
4.97K $1.28M
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
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
HWM
Howmet Aerospace Inc.

Industrials
100
+ 0.67%
$99.72 - $120.09 $9.97K - $12K
15K $1.64M
OKE
Oneok Inc

Energy
33
+ 0.21%
$92.28 - $117.05 $3.05K - $3.86K
15.6K $1.56M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.35K
+ 28.19%
$148.29 - $166.93 $200K - $226K
6.14K $915K
EW
Edwards Lifesciences Corp

Healthcare
1.39K
+ 25.9%
$64.54 - $75.92 $89.8K - $106K
6.77K $500K
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
VST
Vistra Corp.

Utilities
48
+ 1.26%
$115.74 - $166.61 $5.56K - $8K
3.84K $529K
AME
Ametek Inc

Industrials
332
+ 14.03%
$165.89 - $197.38 $55.1K - $65.5K
2.7K $486K
EOG
Eog Resources Inc

Energy
657
+ 23.86%
$118.22 - $136.54 $77.7K - $89.7K
3.41K $418K
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
AON
Aon PLC

Financial Services
80
+ 2.52%
$344.14 - $393.31 $27.5K - $31.5K
3.26K $1.17M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
912
+ 14.83%
$55.73 - $66.16 $50.8K - $60.3K
7.06K $425K
AJG
Arthur J. Gallagher & Co.

Financial Services
195
+ 3.22%
$278.49 - $315.16 $54.3K - $61.5K
6.25K $1.77M
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
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