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
NFLX
Netflix Inc

Communication Services
141
+ 0.24%
$687.65 - $936.56 $97K - $132K
58.4K $52M
GOOG
Alphabet Inc.

Communication Services
5.39K
+ 3.57%
$163.08 - $198.16 $879K - $1.07M
156K $29.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
450
+ 0.1%
$198.04 - $221.51 $89.1K - $99.7K
443K $93.2M
V
Visa Inc.

Financial Services
7.3K
+ 32.43%
$273.87 - $320.91 $2M - $2.34M
29.8K $9.42M
DOW
Dow Inc.

Basic Materials
63.8K
+ 160.45%
$39.1 - $55.34 $2.49M - $3.53M
104K $4.15M
JPM
Jpmorgan Chase & CO

Financial Services
636
+ 1.14%
$205.18 - $250.29 $130K - $159K
56.3K $13.5M
CVX
Chevron Corp

Energy
10.7K
+ 89.12%
$141.15 - $162.53 $1.51M - $1.74M
22.8K $3.3M
CRM
Salesforce, Inc.

Technology
1.27K
+ 7.58%
$270.87 - $367.87 $345K - $469K
18.1K $6.04M
UPS
United Parcel Service Inc

Industrials
12.1K
+ 69.87%
$122.65 - $138.35 $1.48M - $1.67M
29.4K $3.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
451
+ 0.58%
$567.81 - $607.81 $256K - $274K
78.8K $46.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.79K
+ 19.48%
$275.15 - $388.2 $492K - $694K
11K $3.75M
ADBE
Adobe Inc.

Technology
3.41K
+ 60.98%
$437.39 - $552.96 $1.49M - $1.89M
9.01K $4.01M
BKNG
Booking Holdings Inc.

Consumer Cyclical
172
+ 64.91%
$4100.99 - $5300.34 $705K - $912K
437 $2.17M
MS
Morgan Stanley

Financial Services
246
+ 0.65%
$104.42 - $134.99 $25.7K - $33.2K
38K $4.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.47K
+ 45.1%
$521.84 - $558.82 $764K - $819K
4.71K $2.54M
MRK
Merck & Co., Inc.

Healthcare
9.32K
+ 68.19%
$96.31 - $114.76 $897K - $1.07M
23K $2.29M
MRVL
Marvell Technology, Inc.

Technology
5.45K
+ 184.77%
$70.31 - $124.78 $383K - $680K
8.4K $927K
CSCO
Cisco Systems, Inc.

Technology
4.68K
+ 6.44%
$52.45 - $60.02 $246K - $281K
77.5K $4.59M
AM
Antero Midstream Corp

Energy
45.6K
+ 87.04%
$14.22 - $15.97 $649K - $729K
98K $1.48M
SWKS
Skyworks Solutions, Inc.

Technology
8.48K
+ 134.81%
$83.18 - $99.15 $705K - $841K
14.8K $1.31M
VFH
Vanguard Financial ETF

ETFs
3.04K
+ 8.13%
$108.87 - $126.2 $331K - $384K
40.4K $4.77M
MTN
Vail Resorts Inc

Consumer Cyclical
3.35K
New
$165.69 - $195.44 $556K - $656K
3.35K $628K
IWC
Russell Micro Cap ETF

ETFs
1.65K
+ 3.0%
$120.3 - $138.84 $199K - $229K
56.7K $7.39M
NOW
Service Now, Inc.

Technology
30
+ 0.9%
$867.18 - $1148.42 $26K - $34.5K
3.38K $3.58M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
New
$57.53 - $60.83 $582K - $615K
10.1K $581K
CME
Cme Group Inc.

Financial Services
1.74K
+ 11.7%
$221.17 - $246.02 $385K - $429K
16.6K $3.86M
BEN
Franklin Resources Inc

Financial Services
27.8K
New
$19.35 - $22.76 $539K - $633K
27.8K $564K
WMT
Walmart Inc.

Consumer Defensive
201
+ 0.35%
$79.1 - $95.7 $15.9K - $19.2K
57K $5.15M
VB
Vanguard Small Cap ETF

ETFs
2.09K
+ 15.51%
$233.76 - $261.58 $489K - $547K
15.6K $3.74M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.6K
+ 86.49%
$74.5 - $78.37 $566K - $595K
16.4K $1.22M
WEN
Wendy'S CO

Consumer Cyclical
33.8K
+ 258.4%
$16.26 - $20.42 $550K - $691K
46.9K $764K
BIIB
Biogen Inc.

Healthcare
3.34K
New
$146.47 - $191.55 $489K - $639K
3.34K $510K
MA
Mastercard Inc

Financial Services
150
+ 1.15%
$491.3 - $536.15 $73.7K - $80.4K
13.2K $6.94M
DIS
Walt Disney CO

Communication Services
2.06K
+ 12.45%
$92.39 - $117.6 $190K - $242K
18.6K $2.07M
BX
Blackstone Inc.

Financial Services
1.17K
+ 8.22%
$148.45 - $199.05 $173K - $232K
15.3K $2.65M
APO
Apollo Global Management, Inc.

Financial Services
2.85K
New
$131.36 - $178.61 $375K - $510K
2.85K $471K
HON
Honeywell International Inc

Industrials
1.44K
+ 23.93%
$202.84 - $236.0 $293K - $341K
7.47K $1.69M
OXY
Occidental Petroleum Corp

Energy
8.69K
New
$45.36 - $55.91 $394K - $486K
8.69K $429K
VICI
Vici Properties Inc.

Real Estate
17.8K
+ 77.17%
$28.27 - $33.19 $503K - $590K
40.8K $1.19M
APP
App Lovin Corp

Technology
1.29K
New
$130.67 - $401.5 $169K - $519K
1.29K $418K
MO
Altria Group, Inc.

Consumer Defensive
6.48K
+ 10.66%
$49.06 - $57.74 $318K - $374K
67.3K $3.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.65K
+ 6.15%
$174.22 - $187.62 $635K - $684K
62.9K $11M
BAC
Bank Of America Corp

Financial Services
2.47K
+ 3.93%
$39.22 - $47.77 $96.7K - $118K
65.1K $2.86M
FISV
Fiserv Inc

Technology
2.99K
+ 50.63%
N/A
8.91K $1.11M
MSTR
Microstrategy Inc

Technology
1.28K
New
$162.69 - $473.83 $208K - $605K
1.28K $369K
ISRG
Intuitive Surgical Inc

Healthcare
60
+ 0.55%
$471.27 - $550.62 $28.3K - $33K
10.9K $5.68M
IVZ
Invesco Ltd.

Financial Services
20.2K
New
$16.78 - $18.63 $339K - $377K
20.2K $353K
KKR
Kkr & Co. Inc.

Financial Services
2.06K
+ 72.9%
$129.87 - $162.87 $267K - $335K
4.87K $720K
OTIS
Otis Worldwide Corp

Industrials
3.77K
New
$92.57 - $106.01 $349K - $400K
3.77K $349K
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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