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
TSCO
Tractor Supply CO

Consumer Cyclical
4.55K
+ 416.48%
$52.59 - $303.74 $239K - $1.38M
5.64K $299K
WELL
Welltower Inc.

Real Estate
2
+ 0.02%
$123.11 - $139.3 $246 - $279
9.62K $1.21M
IBM
International Business Machines Corp

Technology
10
+ 0.05%
$204.9 - $238.04 $2.05K - $2.38K
18.5K $4.07M
PM
Philip Morris International Inc.

Consumer Defensive
85
+ 0.28%
$118.38 - $133.06 $10.1K - $11.3K
30.7K $3.7M
HD
Home Depot, Inc.

Consumer Cyclical
512
+ 3.74%
$385.02 - $431.37 $197K - $221K
14.2K $5.53M
UL
Unilever PLC

Consumer Defensive
212
+ 4.39%
$56.7 - $64.64 $12K - $13.7K
5.04K $285K
HPQ
Hp Inc

Technology
558
+ 3.71%
$32.46 - $39.3 $18.1K - $21.9K
15.6K $508K
CEG
Constellation Energy Corp

Utilities
137
+ 7.66%
$224.28 - $285.52 $30.7K - $39.1K
1.93K $433K
D
Dominion Energy, Inc

Utilities
601
+ 3.6%
$52.63 - $60.92 $31.6K - $36.6K
17.3K $931K
HSY
Hershey CO

Consumer Defensive
37
+ 1.98%
$168.67 - $193.65 $6.24K - $7.17K
1.91K $323K
SBAC
Sba Communications Corp

Real Estate
197
+ 9.1%
$198.24 - $249.31 $39.1K - $49.1K
2.36K $481K
ES
Eversource Energy

Utilities
3
+ 0.08%
$55.9 - $67.73 $168 - $203
3.95K $226K
TD
Toronto Dominion Bank

Financial Services
171
+ 3.24%
$51.56 - $63.8 $8.82K - $10.9K
5.45K $289K
WPC
W. P. Carey Inc.

Real Estate
137
+ 1.89%
$53.44 - $61.33 $7.32K - $8.4K
7.4K $403K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.12K
+ 3.96%
$106.56 - $113.11 $119K - $126K
29.3K $3.13M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
479
+ 3.64%
$31.24 - $37.15 $15K - $17.8K
13.7K $438K
CPNG
Coupang, Inc.

Consumer Cyclical
89
+ 0.38%
$21.98 - $26.89 $1.96K - $2.39K
23.6K $519K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.3K
+ 0.96%
$28.6 - $29.27 $37.3K - $38.2K
138K $3.94M
UNP
Union Pacific Corp

Industrials
751
+ 5.74%
$223.15 - $249.32 $168K - $187K
13.8K $3.15M
EXPD
Expeditors International Of Washington Inc

Industrials
388
+ 7.29%
$110.5 - $128.26 $42.9K - $49.8K
5.71K $632K
MTD
Mettler Toledo International Inc

Healthcare
28
+ 7.37%
$1160.67 - $1498.12 $32.5K - $41.9K
408 $499K
FMC
Fmc Corp

Basic Materials
520
+ 8.71%
$47.86 - $66.62 $24.9K - $34.6K
6.49K $315K
O
Realty Income Corp

Real Estate
5.34K
+ 14.42%
$51.76 - $64.71 $276K - $345K
42.4K $2.26M
VNQ
Vanguard Specialized Funds Van

ETFs
1.61K
+ 5.81%
$87.85 - $98.6 $141K - $159K
29.3K $2.61M
TT
Trane Technologies PLC

Industrials
54
+ 0.96%
$369.35 - $419.14 $19.9K - $22.6K
5.66K $2.09M
ICLR
Icon PLC

Healthcare
24
+ 1.96%
$187.22 - $297.57 $4.49K - $7.14K
1.25K $261K
SBUX
Starbucks Corp

Consumer Cyclical
135
+ 0.81%
$87.44 - $102.5 $11.8K - $13.8K
16.8K $1.53M
ICF
Ishares Tr

ETFs
1.56K
+ 4.63%
$58.8 - $66.61 $91.4K - $104K
35.2K $2.12M
ZTS
Zoetis Inc.

Healthcare
275
+ 5.37%
$162.24 - $194.42 $44.6K - $53.5K
5.4K $879K
LOW
Lowes Companies Inc

Consumer Cyclical
87
+ 1.45%
$244.52 - $284.07 $21.3K - $24.7K
6.1K $1.51M
CTAS
Cintas Corp

Industrials
59
+ 0.97%
$182.7 - $226.47 $10.8K - $13.4K
6.17K $1.13M
SO
Southern CO

Utilities
4
+ 0.02%
$81.5 - $94.15 $326 - $377
18.1K $1.49M
VZ
Verizon Communications Inc

Communication Services
7.68K
+ 8.21%
$39.6 - $45.21 $304K - $347K
101K $4.05M
AMT
American Tower Corp

Real Estate
254
+ 6.2%
$179.4 - $232.01 $45.6K - $58.9K
4.35K $798K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.7K
+ 11.75%
$59.25 - $72.99 $160K - $197K
25.7K $1.54M
PLD
Prologis, Inc.

Real Estate
8
+ 0.1%
$101.4 - $126.96 $811 - $1.02K
8.01K $846K
LMT
Lockheed Martin Corp

Industrials
21
+ 1.0%
$479.66 - $614.62 $10.1K - $12.9K
2.12K $1.03M
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 1.85%
$1666.0 - $2117.3 $23.3K - $29.6K
770 $1.31M
MU
Micron Technology Inc

Technology
475
+ 3.16%
$84.16 - $113.41 $40K - $53.9K
15.5K $1.3M
BHP
Bhp Group LTD

Basic Materials
2.19K
+ 7.21%
$48.78 - $62.43 $107K - $137K
32.6K $1.59M
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 2.99%
$501.29 - $612.85 $70.2K - $85.8K
4.82K $2.51M
ABBV
Abb Vie Inc.

Healthcare
404
+ 1.51%
$164.99 - $203.87 $66.7K - $82.4K
27.1K $4.82M
ASML
Asml Holding Nv

Technology
32
+ 0.9%
$658.43 - $872.27 $21.1K - $27.9K
3.59K $2.49M
TDG
Trans Digm Group Inc

Industrials
14
+ 0.43%
$1239.0 - $1442.53 $17.3K - $20.2K
3.3K $4.18M
JNJ
Johnson & Johnson

Healthcare
100
+ 0.28%
$143.34 - $165.86 $14.3K - $16.6K
35.9K $5.2M
UNH
Unitedhealth Group Inc

Healthcare
759
+ 4.71%
$485.52 - $625.25 $369K - $475K
16.9K $8.53M
SONY
Sony Group Corp

Technology
53.2K
+ 178.44%
$17.53 - $96.8 $933K - $5.15M
83.1K $1.76M
RDY
Dr Reddys Laboratories LTD

Healthcare
20.8K
+ 60.1%
$13.99 - $79.75 $292K - $1.66M
55.5K $876K
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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