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
CMS
Cms Energy Corp

Utilities
556
+ 13.52%
$65.76 - $71.94 $36.6K - $40K
4.67K $311K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.03%
$225.97 - $266.66 $226 - $267
2.97K $716K
ESS
Essex Property Trust, Inc.

Real Estate
73
+ 9.21%
N/A
866 $236K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.02K
+ 300.0%
$25.93 - $105.3 $208K - $844K
10.7K $297K
DOV
Dover Corp

Industrials
143
+ 5.63%
$184.72 - $206.51 $26.4K - $29.5K
2.68K $503K
FITB
Fifth Third Bancorp

Financial Services
494
+ 5.57%
$41.76 - $48.44 $20.6K - $23.9K
9.37K $396K
A
Agilent Technologies, Inc.

Healthcare
258
+ 18.8%
$125.69 - $146.56 $32.4K - $37.8K
1.63K $218K
ROST
Ross Stores, Inc.

Consumer Cyclical
79
+ 2.61%
$138.59 - $156.61 $10.9K - $12.4K
3.11K $469K
WAT
Waters Corp

Healthcare
14
+ 1.99%
$323.11 - $392.01 $4.52K - $5.49K
718 $266K
STZ
Constellation Brands, Inc.

Consumer Defensive
291
+ 20.34%
$219.66 - $257.62 $63.9K - $75K
1.72K $380K
DHI
Horton D R Inc

Consumer Cyclical
563
+ 41.31%
$137.24 - $194.56 $77.3K - $110K
1.93K $269K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
221
+ 11.61%
$101.82 - $114.06 $22.5K - $25.2K
2.12K $219K
DUK
Duke Energy Corp

Utilities
618
+ 8.0%
$105.76 - $120.76 $65.4K - $74.6K
8.34K $898K
BDX
Becton Dickinson & CO

Healthcare
181
+ 7.64%
$220.02 - $243.75 $39.8K - $44.1K
2.55K $578K
MPW
Medical Properties Trust Inc

Real Estate
7.07K
+ 63.82%
$3.72 - $5.77 $26.3K - $40.8K
18.1K $71K
ACN
Accenture PLC

Technology
83
+ 0.62%
$343.9 - $376.86 $28.5K - $31.3K
13.6K $4.78M
IEX
Idex Corp

Industrials
50
+ 5.28%
$202.75 - $236.06 $10.1K - $11.8K
997 $208K
PCG
Pg&E Corp

Utilities
10
+ 0.08%
$19.2 - $21.63 $192 - $216
12.2K $246K
PPL
Ppl Corp

Utilities
329
+ 3.01%
$31.47 - $35.0 $10.4K - $11.5K
11.3K $365K
EMN
Eastman Chemical CO

Basic Materials
488
+ 24.78%
$90.03 - $110.64 $43.9K - $54K
2.46K $224K
VRT
Vertiv Holdings CO

Industrials
41
+ 1.24%
N/A
3.35K $290K
EIX
Edison International

Utilities
301
+ 10.23%
$77.93 - $88.36 $23.5K - $26.6K
3.24K $259K
ABC
Amerisourcebergen Corp

Healthcare
15
+ 1.24%
N/A
1.22K $226K
EL
Estee Lauder Companies Inc

Consumer Defensive
738
+ 34.63%
$62.74 - $97.24 $46.3K - $71.8K
2.87K $215K
EBAY
Ebay Inc

Consumer Cyclical
347
+ 5.98%
$57.51 - $67.17 $20K - $23.3K
6.15K $380K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.15%
N/A
6.71K $1.22M
EQR
Equity Residential

Real Estate
218
+ 4.05%
$69.12 - $77.48 $15.1K - $16.9K
5.6K $402K
Arista Networks Inc
7.8K
New
N/A
7.8K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.76K
+ 200.0%
$27.54 - $83.04 $241K - $727K
13.1K $363K
Lam Research Corp
15.1K
New
N/A
15.1K $0
Veralto Corp
363
+ 7.79%
N/A
5.02K $0
Te Connectivity PLC
1.88K
New
N/A
1.88K $0
Blackrock Inc
689
New
N/A
689 $0
Ge Healthcare Technologies I
265
+ 8.22%
N/A
3.49K $0
Ge Vernova Inc
471
+ 11.6%
N/A
4.53K $0
Jacobs Solutions Inc
271
+ 15.98%
N/A
1.97K $0
Super Micro Computer Inc
16.3K
New
N/A
16.3K $0
CTVA
Corteva, Inc.

Basic Materials
80
+ 2.2%
$55.21 - $64.13 $4.42K - $5.13K
3.72K $211K
DD
Du Pont De Nemours, Inc.

Basic Materials
498
+ 15.62%
$75.95 - $88.05 $37.8K - $43.8K
3.69K $281K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.5K
+ 12.06%
$27.09 - $32.06 $40.6K - $48K
13.9K $389K
CB
Chubb LTD

Financial Services
163
+ 4.05%
$271.57 - $301.89 $44.3K - $49.2K
4.19K $1.16M
EFX
Equifax Inc

Industrials
139
+ 13.56%
$245.03 - $293.5 $34.1K - $40.8K
1.16K $296K
PHM
Pultegroup Inc

Consumer Cyclical
402
+ 27.65%
$108.86 - $149.04 $43.8K - $59.9K
1.86K $202K
CSX
Csx Corp

Industrials
1.39K
+ 6.13%
$31.58 - $36.88 $43.8K - $51.1K
24K $774K
BIO
Bio Rad Laboratories, Inc.

Healthcare
5
+ 0.28%
$313.15 - $374.28 $1.57K - $1.87K
1.78K $583K
RMD
Resmed Inc

Healthcare
41
+ 3.1%
$228.69 - $256.07 $9.38K - $10.5K
1.36K $311K
HOLX
Hologic Inc

Healthcare
472
+ 9.53%
$70.76 - $83.72 $33.4K - $39.5K
5.43K $391K
LHX
L3 Harris Technologies, Inc.

Industrials
109
+ 8.28%
$208.94 - $264.22 $22.8K - $28.8K
1.43K $299K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.06%
$285.5 - $335.62 $286 - $336
1.8K $522K
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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