Frank, Rimerman Advisors LLC Incresed Positions in Q1 2025

Frank, Rimerman Advisors LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
996
+ 12.02%
$90.32 - $109.27 $90K - $109K
9.28K $1.01M
AZO
Autozone Inc

Consumer Cyclical
5
+ 1.36%
$3193.96 - $3828.11 $16K - $19.1K
372 $1.42M
DE
Deere & CO

Industrials
132
+ 3.33%
$408.57 - $509.27 $53.9K - $67.2K
4.1K $1.92M
PAYX
Paychex Inc

Industrials
249
+ 1.73%
$136.06 - $154.52 $33.9K - $38.5K
14.6K $2.26M
WFC
Wells Fargo & Company

Financial Services
2.85K
+ 13.87%
$66.78 - $81.42 $190K - $232K
23.4K $1.68M
NRG
Nrg Energy, Inc.

Utilities
320
+ 0.82%
$84.82 - $113.33 $27.1K - $36.3K
39.1K $3.74M
MELI
Mercadolibre Inc

Consumer Cyclical
16
+ 2.08%
$1739.0 - $2260.0 $27.8K - $36.2K
786 $1.53M
BMY
Bristol Myers Squibb CO

Healthcare
485
+ 1.17%
$53.9 - $63.11 $26.1K - $30.6K
41.9K $2.55M
INTU
Intuit Inc

Technology
421
+ 11.78%
$555.63 - $630.23 $234K - $265K
4K $2.45M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
390
+ 74.43%
$634.14 - $744.83 $247K - $290K
914 $579K
SO
Southern CO

Utilities
304
+ 1.68%
$80.96 - $92.96 $24.6K - $28.3K
18.4K $1.69M
AMT
American Tower Corp

Real Estate
233
+ 5.35%
$173.46 - $217.6 $40.4K - $50.7K
4.59K $997K
EXC
Exelon Corp

Utilities
1.81K
+ 13.25%
$37.3 - $46.08 $67.3K - $83.2K
15.4K $710K
MCK
Mckesson Corp

Healthcare
160
+ 19.83%
$566.21 - $672.99 $90.6K - $108K
967 $650K
SBUX
Starbucks Corp

Consumer Cyclical
697
+ 4.15%
$91.75 - $115.81 $63.9K - $80.7K
17.5K $1.72M
PG
Procter & Gamble CO

Consumer Defensive
867
+ 7.09%
$158.56 - $176.26 $137K - $153K
13.1K $2.23M
AON
Aon PLC

Financial Services
125
+ 3.84%
$348.44 - $409.32 $43.6K - $51.2K
3.38K $1.35M
FAST
Fastenal CO

Industrials
792
+ 3.8%
$71.11 - $79.98 $56.3K - $63.3K
21.6K $1.68M
NEM
Newmont Corp

Basic Materials
1.87K
+ 23.17%
$37.79 - $48.39 $70.6K - $90.4K
9.93K $479K
AGNC
Agnc Investment Corp.

Real Estate
17.6K
+ 106.01%
$9.12 - $10.54 $161K - $186K
34.3K $328K
TRV
Travelers Companies, Inc.

Financial Services
395
+ 13.29%
$232.43 - $265.13 $91.8K - $105K
3.37K $890K
AFL
Aflac Inc

Financial Services
652
+ 5.13%
$100.99 - $111.19 $65.8K - $72.5K
13.4K $1.48M
GIS
General Mills Inc

Consumer Defensive
3.15K
+ 61.6%
$57.56 - $65.3 $181K - $206K
8.26K $493K
INTC
Intel Corp

Technology
4.92K
+ 23.63%
$19.1 - $27.39 $94K - $135K
25.7K $584K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
205
+ 5.71%
$208.48 - $244.03 $42.7K - $50K
3.8K $926K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.25K
+ 3.49%
$71.17 - $73.66 $89.2K - $92.4K
37.2K $2.73M
WMB
Williams Companies, Inc.

Energy
283
+ 1.26%
$54.02 - $61.09 $15.3K - $17.3K
22.7K $1.36M
MMM
3 M CO

Industrials
349
+ 6.83%
$129.7 - $155.12 $45.3K - $54.1K
5.46K $802K
NOC
Northrop Grumman Corp

Industrials
115
+ 5.95%
$433.45 - $513.82 $49.8K - $59.1K
2.05K $1.05M
EXPD
Expeditors International Of Washington Inc

Industrials
721
+ 12.62%
$109.09 - $126.48 $78.7K - $91.2K
6.44K $773K
CRWD
Crowd Strike Holdings, Inc.

Technology
74
+ 0.67%
$308.86 - $455.36 $22.9K - $33.7K
11K $3.89M
PFG
Principal Financial Group Inc

Financial Services
928
+ 10.68%
$76.34 - $89.04 $70.8K - $82.6K
9.62K $811K
WMT
Walmart Inc.

Consumer Defensive
3.12K
+ 5.48%
$84.5 - $105.05 $264K - $328K
60.1K $5.27M
IP
International Paper CO

Consumer Cyclical
2.42K
+ 42.56%
$49.38 - $60.09 $120K - $146K
8.12K $433K
ECL
Ecolab Inc.

Basic Materials
332
+ 16.35%
$229.72 - $269.82 $76.3K - $89.6K
2.36K $598K
DUK
Duke Energy Corp

Utilities
26
+ 0.31%
$105.87 - $121.97 $2.75K - $3.17K
8.37K $1.02M
OKTA
Okta, Inc.

Technology
34
+ 0.76%
$78.83 - $116.72 $2.68K - $3.97K
4.5K $473K
PSX
Phillips 66

Energy
699
+ 18.39%
$113.93 - $131.55 $79.6K - $92K
4.5K $555K
DRI
Darden Restaurants Inc

Consumer Cyclical
80
+ 1.63%
$180.02 - $208.56 $14.4K - $16.7K
4.98K $1.03M
CB
Chubb LTD

Financial Services
34
+ 0.81%
$257.71 - $301.99 $8.76K - $10.3K
4.22K $1.28M
KR
Kroger CO

Consumer Defensive
905
+ 10.6%
$58.36 - $67.72 $52.8K - $61.3K
9.44K $639K
EMR
Emerson Electric CO

Industrials
1.46K
+ 46.06%
$108.64 - $131.17 $159K - $192K
4.63K $507K
GD
General Dynamics Corp

Industrials
348
+ 19.87%
$241.94 - $272.58 $84.2K - $94.9K
2.1K $572K
WM
Waste Management Inc

Industrials
83
+ 2.75%
$200.54 - $233.78 $16.6K - $19.4K
3.1K $717K
BRO
Brown & Brown, Inc.

Financial Services
281
+ 8.61%
$100.54 - $124.4 $28.3K - $35K
3.55K $441K
HSY
Hershey CO

Consumer Defensive
608
+ 31.85%
$144.74 - $186.36 $88K - $113K
2.52K $430K
TW
Tradeweb Markets Inc.

Financial Services
7
+ 0.12%
$123.42 - $148.46 $864 - $1.04K
5.96K $884K
SNOW
Snowflake Inc.

Technology
843
+ 31.76%
$146.16 - $192.78 $123K - $163K
3.5K $511K
IDXX
Idexx Laboratories Inc

Healthcare
235
+ 45.63%
$406.29 - $469.04 $95.5K - $110K
750 $314K
Activity Summary
Buys All Purchases 269 New Holdings 43 Increased Positions 226 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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