Frank, Rimerman Advisors LLC Sells in Q3 2025

Frank, Rimerman Advisors LLC

  • $1.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-176K
- 40.46%
$225.11 - $247.9 $39.5M - $43.5M
258K $63.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-127K
- 51.95%
$194.44 - $206.51 $24.6M - $26.2M
117K $24.2M
NFLX
Netflix Inc

Communication Services
-11
- 0.02%
$1147.87 - $1297.18 $12.6K - $14.3K
59.1K $70.8M
S
Sentinel One, Inc.

Technology
-220K
- 52.7%
$15.81 - $19.78 $3.47M - $4.34M
197K $3.47M
ISRG
Intuitive Surgical Inc

Healthcare
-1.67K
- 15.29%
$433.66 - $544.47 $725K - $910K
9.26K $4.14M
CRM
Salesforce, Inc.

Technology
-4.56K
- 27.53%
$231.66 - $273.65 $1.06M - $1.25M
12K $2.84M
CMCSA
Comcast Corp

Communication Services
-31.7K
- 43.21%
$31.41 - $36.33 $995K - $1.15M
41.7K $1.31M
KO
Coca Cola CO

Consumer Defensive
-15.7K
- 34.25%
$65.67 - $71.67 $1.03M - $1.12M
30.1K $2M
SAP
Sap Se

Technology
-3.11K
- 41.49%
$252.42 - $311.93 $786K - $971K
4.39K $1.17M
TDG
Trans Digm Group Inc

Industrials
-17
- 0.38%
$1271.04 - $1620.83 $21.6K - $27.6K
4.52K $5.95M
PM
Philip Morris International Inc.

Consumer Defensive
-75
- 0.2%
$157.77 - $183.27 $11.8K - $13.7K
38K $6.17M
COST
Costco Wholesale Corp

Consumer Defensive
-87
- 1.11%
$915.95 - $994.57 $79.7K - $86.5K
7.77K $7.19M
NVO
Novo Nordisk A S

Healthcare
-3.95K
- 15.42%
$45.38 - $71.7 $179K - $283K
21.7K $1.2M
WDAY
Workday, Inc.

Technology
-2.26K
- 51.24%
$213.69 - $247.69 $483K - $559K
2.15K $517K
INTU
Intuit Inc

Technology
-17
- 0.35%
$646.03 - $807.39 $11K - $13.7K
4.88K $3.33M
MSTR
Microstrategy Inc

Technology
-984
- 41.41%
$300.7 - $455.9 $296K - $449K
1.39K $448K
ELV
Elevance Health, Inc.

Healthcare
-809
- 22.47%
$274.66 - $395.76 $222K - $320K
2.79K $901K
V
Visa Inc.

Financial Services
-6
- 0.02%
$332.09 - $358.86 $1.99K - $2.15K
29.6K $10.1M
NOW
Service Now, Inc.

Technology
-25
- 0.71%
$850.86 - $1044.69 $21.3K - $26.1K
3.5K $3.22M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-5.23K
- 48.48%
$38.58 - $58.24 $202K - $304K
5.55K $217K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-9.36K
- 48.34%
$25.5 - $35.2 $239K - $330K
10K $255K
CCI
Crown Castle International Corp

Real Estate
-3.31K
- 57.93%
$92.96 - $113.91 $308K - $377K
2.41K $232K
TM
Toyota Motor Corp

Consumer Cyclical
-2.38K
- 43.97%
$167.86 - $202.79 $400K - $483K
3.03K $579K
FTNT
Fortinet, Inc.

Technology
-379
- 2.56%
$74.39 - $107.65 $28.2K - $40.8K
14.4K $1.21M
WM
Waste Management Inc

Industrials
-1.44K
- 35.58%
$213.88 - $237.1 $308K - $341K
2.61K $575K
SWKS
Skyworks Solutions, Inc.

Technology
-4.98K
- 36.32%
$67.52 - $82.97 $336K - $413K
8.73K $671K
ADBE
Adobe Inc.

Technology
-492
- 9.71%
$333.65 - $392.1 $164K - $193K
4.58K $1.61M
UMC
United Microelectronics Corp

Technology
-41.3K
- 66.54%
$6.58 - $7.86 $272K - $325K
20.8K $157K
CL
Colgate Palmolive CO

Consumer Defensive
-2.67K
- 31.51%
$79.36 - $93.33 $212K - $249K
5.8K $463K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.78K
- 10.6%
$60.9 - $70.75 $169K - $196K
23.4K $1.46M
SPGI
S&P Global Inc.

Financial Services
-82
- 1.29%
$484.94 - $564.15 $39.8K - $46.3K
6.26K $3.05M
IBM
International Business Machines Corp

Technology
-47
- 0.21%
$234.77 - $292.47 $11K - $13.7K
22.3K $6.3M
MET
Metlife Inc

Financial Services
-3.64K
- 37.42%
$73.82 - $82.37 $269K - $300K
6.09K $501K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.79K
- 26.67%
$121.72 - $136.77 $218K - $245K
4.92K $611K
CNI
Canadian National Railway CO

Industrials
-2.21K
- 50.28%
$92.01 - $106.6 $203K - $235K
2.18K $205K
DE
Deere & CO

Industrials
-94
- 2.33%
$457.26 - $524.37 $43K - $49.3K
3.93K $1.8M
PSA
Public Storage

Real Estate
-806
- 32.63%
$271.94 - $298.09 $219K - $240K
1.66K $480K
CI
Cigna Corp

Healthcare
-458
- 17.17%
$262.23 - $334.39 $120K - $153K
2.21K $637K
INFY
Infosys LTD

Technology
-2.99K
- 3.53%
$15.98 - $18.96 $47.7K - $56.6K
81.7K $1.33M
DHR
Danaher Corp

Healthcare
-1.23K
- 7.7%
$181.46 - $212.2 $222K - $260K
14.7K $2.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-126
- 3.88%
$366.54 - $479.53 $46.2K - $60.4K
3.12K $1.22M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 1.03%
$5364.25 - $5815.92 $26.8K - $29.1K
480 $2.59M
ZTS
Zoetis Inc.

Healthcare
-1.14K
- 23.68%
$141.13 - $159.19 $161K - $181K
3.68K $537K
DIS
Walt Disney CO

Communication Services
-147
- 0.75%
$112.25 - $124.0 $16.5K - $18.2K
19.4K $2.22M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-414
- 42.2%
$534.91 - $598.71 $221K - $248K
567 $318K
PGR
Progressive Corp

Financial Services
-34
- 0.39%
$238.61 - $264.3 $8.11K - $8.99K
8.65K $2.14M
HON
Honeywell International Inc

Industrials
-151
- 2.27%
$207.7 - $240.4 $31.4K - $36.3K
6.49K $1.37M
ENB
Enbridge Inc

Energy
-4.88K
- 36.64%
$43.79 - $50.46 $214K - $246K
8.44K $426K
PANW
Palo Alto Networks Inc

Technology
-822
- 8.61%
$167.06 - $208.19 $137K - $171K
8.72K $1.78M
Activity Summary
Buys All Purchases 326 New Holdings 69 Increased Positions 257 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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