Frank, Rimerman Advisors
Latest statistics and disclosures from Frank, Rimerman Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQM, QQQ, IVE, SPY, NFLX, and represent 52.94% of Frank, Rimerman Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQM, NVDA, SPY, SMCI, MSFT, META, GOOGL, ASML, AVGO, VNQ.
- Started 238 new stock positions in SCHW, GILD, CSCO, HES, MDLZ, PPG, TT, DXCM, WM, GEHC.
- Reduced shares in these 10 stocks: PRCT (-$13M), S, QQQ, GOOG, TSLA, PCOR, VWO, VEA, VTEB, RUN.
- Sold out of its positions in Minerva Surgical, MVLA, PCOR.
- Frank, Rimerman Advisors was a net buyer of stock by $4.2M.
- Frank, Rimerman Advisors has $520M in assets under management (AUM), dropping by 25.64%.
- Central Index Key (CIK): 0001977560
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Portfolio Holdings for Frank, Rimerman Advisors
Frank, Rimerman Advisors holds 336 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 15.6 | $81M | +3% | 442k | 182.69 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.4 | $70M | -2% | 156k | 444.01 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.7 | $50M | 270k | 186.81 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.1 | $42M | +4% | 80k | 523.07 |
|
| Netflix (NFLX) | 6.2 | $32M | 53k | 607.33 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.4 | $23M | +2% | 88k | 259.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $22M | -4% | 141k | 152.26 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $17M | +8% | 109k | 150.93 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $16M | +20% | 17k | 903.56 |
|
| Apple (AAPL) | 2.5 | $13M | +3% | 76k | 171.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $9.9M | +5% | 59k | 169.37 |
|
| Procept Biorobotics Corp (PRCT) | 1.8 | $9.5M | -57% | 192k | 49.42 |
|
| Microsoft Corporation (MSFT) | 1.6 | $8.3M | +22% | 20k | 420.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.5 | $7.8M | -5% | 156k | 50.17 |
|
| Ishares Tr Micro-cap Etf (IWC) | 1.1 | $6.0M | 49k | 121.19 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.1 | $5.8M | +7% | 15k | 397.77 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $5.5M | -8% | 132k | 41.77 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.9 | $4.9M | 44k | 110.13 |
|
|
| Sentinelone Cl A (S) | 0.8 | $4.4M | -49% | 189k | 23.31 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.8 | $4.0M | +13% | 138k | 29.02 |
|
| Vanguard World Financials Etf (VFH) | 0.7 | $3.8M | +2% | 37k | 102.39 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $3.3M | +43% | 45k | 72.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.1M | 14k | 228.59 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $3.1M | +49% | 28k | 108.92 |
|
| Ishares Tr Us Industrials (IYJ) | 0.6 | $3.1M | 25k | 125.71 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.0M | +4% | 5.7k | 525.72 |
|
| Meta Platforms Cl A (META) | 0.6 | $3.0M | +88% | 6.1k | 485.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.7M | 8.1k | 337.05 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $2.4M | 29k | 84.09 |
|
|
| Paccar (PCAR) | 0.5 | $2.4M | 19k | 123.89 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.4M | +79% | 28k | 86.48 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.3M | 38k | 60.30 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.3M | +12% | 7.0k | 320.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.2M | 9.0k | 249.86 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $2.2M | 28k | 77.73 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.4 | $1.9M | +9% | 34k | 57.70 |
|
| Super Micro Computer (SMCI) | 0.3 | $1.7M | NEW | 1.7k | 1010.03 |
|
| Amazon (AMZN) | 0.3 | $1.7M | 9.4k | 180.38 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.6M | +4% | 20k | 79.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | 3.2k | 480.75 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.6M | 3.9k | 399.09 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.5M | -9% | 14k | 104.73 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.5M | 19k | 76.67 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.3M | 6.6k | 200.30 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.3M | 4.5k | 288.03 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | 6.7k | 182.62 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.2M | NEW | 1.2k | 970.47 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.2M | +9% | 2.1k | 556.48 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.1M | +43% | 6.1k | 183.89 |
|
| Broadcom (AVGO) | 0.2 | $1.1M | NEW | 810.00 | 1325.41 |
|
| Ishares Tr Glb Cns Disc Etf (RXI) | 0.2 | $1.1M | -2% | 6.3k | 167.89 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $959k | +14% | 12k | 77.31 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $918k | 2.7k | 344.20 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $905k | -30% | 18k | 50.60 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $897k | 75k | 11.93 |
|
|
| Workday Cl A (WDAY) | 0.2 | $805k | +41% | 3.0k | 272.75 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $662k | +133% | 8.8k | 75.40 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $616k | 12k | 51.60 |
|
|
| Danaher Corporation (DHR) | 0.1 | $557k | 2.2k | 249.72 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $545k | 2.6k | 210.30 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $500k | 5.8k | 85.86 |
|
|
| Tesla Motors (TSLA) | 0.1 | $451k | -58% | 2.6k | 175.79 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $450k | 11k | 40.93 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $439k | +32% | 1.5k | 300.08 |
|
| salesforce (CRM) | 0.1 | $435k | 1.4k | 301.18 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $428k | 5.4k | 79.91 |
|
|
| Coupang Cl A (CPNG) | 0.1 | $419k | 24k | 17.79 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $415k | 822.00 | 504.60 |
|
|
| Analog Devices (ADI) | 0.1 | $413k | 2.1k | 197.79 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $410k | 7.2k | 56.98 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $391k | 4.0k | 97.94 |
|
|
| Okta Cl A (OKTA) | 0.1 | $382k | 3.6k | 104.62 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $375k | 2.8k | 136.05 |
|
|
| Snowflake Cl A (SNOW) | 0.1 | $375k | 2.3k | 161.60 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.1 | $367k | 186k | 1.97 |
|
|
| Zuora Com Cl A (ZUO) | 0.1 | $365k | NEW | 40k | 9.12 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $361k | +35% | 3.3k | 110.51 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $357k | 4.4k | 81.43 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $348k | 7.1k | 49.19 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $335k | 3.2k | 105.28 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.1 | $325k | 6.7k | 48.68 |
|
|
| Sunrun (RUN) | 0.1 | $320k | -50% | 24k | 13.18 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $310k | 1.7k | 179.11 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $303k | 1.2k | 247.41 |
|
|
| Twilio Cl A (TWLO) | 0.1 | $295k | 4.8k | 61.15 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $293k | -36% | 3.6k | 80.51 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $292k | 4.0k | 73.04 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $290k | NEW | 1.6k | 180.49 |
|
| Freshworks Class A Com (FRSH) | 0.1 | $288k | 16k | 18.21 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $286k | 4.6k | 62.34 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $285k | 2.4k | 118.29 |
|
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $280k | 8.3k | 33.67 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $265k | 4.2k | 63.33 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $261k | +400% | 4.3k | 60.74 |
|
| Johnson & Johnson (JNJ) | 0.1 | $261k | 1.7k | 158.23 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $259k | 494.00 | 524.34 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $258k | 4.8k | 53.39 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $257k | 2.6k | 99.43 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $255k | 1.6k | 164.35 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $254k | 4.0k | 63.11 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $248k | NEW | 2.7k | 92.72 |
|
| NetApp (NTAP) | 0.0 | $241k | NEW | 2.3k | 104.97 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $221k | NEW | 1.4k | 155.84 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $180k | NEW | 7.8k | 23.01 |
|
| Lendingclub Corp Com New (LC) | 0.0 | $171k | 19k | 8.79 |
|
|
| Ford Motor Company (F) | 0.0 | $157k | -11% | 12k | 13.28 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $127k | NEW | 1.8k | 72.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $122k | NEW | 290.00 | 420.52 |
|
| Hldgs (UAL) | 0.0 | $113k | NEW | 2.4k | 47.88 |
|
| Valero Energy Corporation (VLO) | 0.0 | $103k | NEW | 603.00 | 170.69 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $85k | NEW | 319.00 | 265.12 |
|
| Qualcomm (QCOM) | 0.0 | $82k | NEW | 483.00 | 169.30 |
|
| International Business Machines (IBM) | 0.0 | $79k | NEW | 413.00 | 190.96 |
|
| EOG Resources (EOG) | 0.0 | $75k | NEW | 590.00 | 127.84 |
|
| Moderna (MRNA) | 0.0 | $75k | NEW | 701.00 | 106.56 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $69k | NEW | 1.9k | 35.91 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $66k | NEW | 742.00 | 88.66 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $65k | 26k | 2.55 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $60k | NEW | 212.00 | 283.98 |
|
| Amgen (AMGN) | 0.0 | $59k | NEW | 206.00 | 284.32 |
|
| Merck & Co (MRK) | 0.0 | $56k | NEW | 424.00 | 131.95 |
|
| Wal-Mart Stores (WMT) | 0.0 | $55k | NEW | 921.00 | 60.17 |
|
| Intel Corporation (INTC) | 0.0 | $52k | NEW | 1.2k | 44.17 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $52k | NEW | 3.4k | 15.21 |
|
| Walt Disney Company (DIS) | 0.0 | $51k | NEW | 414.00 | 122.45 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $50k | NEW | 64.00 | 777.95 |
|
| Bank of America Corporation (BAC) | 0.0 | $49k | NEW | 1.3k | 37.92 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $48k | NEW | 747.00 | 63.74 |
|
| Gilead Sciences (GILD) | 0.0 | $48k | NEW | 649.00 | 73.25 |
|
| Cisco Systems (CSCO) | 0.0 | $44k | NEW | 872.00 | 49.91 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $42k | NEW | 87.00 | 481.57 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $41k | NEW | 249.00 | 164.96 |
|
| United Parcel Service CL B (UPS) | 0.0 | $38k | NEW | 258.00 | 148.63 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $37k | NEW | 288.00 | 128.40 |
|
| Visa Com Cl A (V) | 0.0 | $36k | NEW | 128.00 | 279.08 |
|
| Boeing Company (BA) | 0.0 | $36k | NEW | 185.00 | 192.99 |
|
| Oracle Corporation (ORCL) | 0.0 | $35k | NEW | 280.00 | 125.61 |
|
| Chevron Corporation (CVX) | 0.0 | $31k | NEW | 198.00 | 157.74 |
|
| Medtronic SHS (MDT) | 0.0 | $30k | NEW | 348.00 | 87.15 |
|
| Home Depot (HD) | 0.0 | $30k | NEW | 77.00 | 383.60 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $29k | NEW | 40.00 | 732.62 |
|
| Citigroup Com New (C) | 0.0 | $29k | NEW | 455.00 | 63.24 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $29k | NEW | 142.00 | 201.50 |
|
| Nike CL B (NKE) | 0.0 | $28k | NEW | 302.00 | 93.98 |
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| At&t (T) | 0.0 | $27k | NEW | 1.5k | 17.60 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $26k | NEW | 262.00 | 97.53 |
|
| Verizon Communications (VZ) | 0.0 | $24k | NEW | 575.00 | 41.96 |
|
| Metropcs Communications (TMUS) | 0.0 | $23k | NEW | 140.00 | 163.22 |
|
| Target Corporation (TGT) | 0.0 | $22k | NEW | 125.00 | 177.29 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $21k | NEW | 61.00 | 346.61 |
|
| Devon Energy Corporation (DVN) | 0.0 | $21k | NEW | 417.00 | 50.18 |
|
| Diamondback Energy (FANG) | 0.0 | $20k | NEW | 102.00 | 198.17 |
|
| Uber Technologies (UBER) | 0.0 | $20k | NEW | 259.00 | 76.99 |
|
| Procter & Gamble Company (PG) | 0.0 | $19k | NEW | 117.00 | 162.25 |
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| Kinder Morgan (KMI) | 0.0 | $19k | NEW | 1.0k | 18.34 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $18k | NEW | 158.00 | 116.24 |
|
| Unilever Spon Adr New (UL) | 0.0 | $18k | NEW | 351.00 | 50.19 |
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| Applied Materials (AMAT) | 0.0 | $17k | NEW | 81.00 | 206.23 |
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| General Dynamics Corporation (GD) | 0.0 | $17k | NEW | 59.00 | 282.49 |
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| Marriott Intl Cl A (MAR) | 0.0 | $17k | NEW | 66.00 | 252.30 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $16k | NEW | 89.00 | 174.21 |
|
| PG&E Corporation (PCG) | 0.0 | $15k | NEW | 900.00 | 16.76 |
|
| Starbucks Corporation (SBUX) | 0.0 | $14k | NEW | 156.00 | 91.39 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $14k | NEW | 24.00 | 581.21 |
|
| Micron Technology (MU) | 0.0 | $14k | NEW | 118.00 | 117.89 |
|
| Pepsi (PEP) | 0.0 | $13k | NEW | 76.00 | 175.01 |
|
| Lowe's Companies (LOW) | 0.0 | $13k | NEW | 51.00 | 254.73 |
|
| UnitedHealth (UNH) | 0.0 | $12k | NEW | 24.00 | 494.71 |
|
| Coca-Cola Company (KO) | 0.0 | $11k | NEW | 187.00 | 61.18 |
|
| Deere & Company (DE) | 0.0 | $11k | NEW | 27.00 | 410.74 |
|
| Honeywell International (HON) | 0.0 | $11k | NEW | 54.00 | 205.26 |
|
| Becton, Dickinson and (BDX) | 0.0 | $10k | NEW | 41.00 | 247.44 |
|
| Hess (HES) | 0.0 | $10k | NEW | 66.00 | 152.64 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $9.1k | NEW | 210.00 | 43.35 |
|
| Intuit (INTU) | 0.0 | $9.1k | NEW | 14.00 | 650.00 |
|
| Chubb (CB) | 0.0 | $9.1k | NEW | 35.00 | 259.14 |
|
| McDonald's Corporation (MCD) | 0.0 | $8.7k | NEW | 31.00 | 281.94 |
|
| Pfizer (PFE) | 0.0 | $8.7k | NEW | 314.00 | 27.75 |
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| American Express Company (AXP) | 0.0 | $8.7k | NEW | 38.00 | 227.68 |
|
| Morgan Stanley Com New (MS) | 0.0 | $8.6k | NEW | 91.00 | 94.16 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $8.5k | NEW | 94.00 | 90.05 |
|
| Linde SHS (LIN) | 0.0 | $8.4k | NEW | 18.00 | 464.33 |
|
| Goldman Sachs (GS) | 0.0 | $8.4k | NEW | 20.00 | 417.70 |
|
| Abbott Laboratories (ABT) | 0.0 | $8.3k | NEW | 73.00 | 113.66 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $7.9k | NEW | 99.00 | 79.76 |
|
| Lam Research Corporation (LRCX) | 0.0 | $7.8k | NEW | 8.00 | 971.62 |
|
| Copart (CPRT) | 0.0 | $7.6k | NEW | 132.00 | 57.92 |
|
| BlackRock (BLK) | 0.0 | $7.5k | NEW | 9.00 | 833.67 |
|
| Union Pacific Corporation (UNP) | 0.0 | $7.4k | NEW | 30.00 | 245.93 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $7.3k | NEW | 85.00 | 85.99 |
|
| Illinois Tool Works (ITW) | 0.0 | $7.2k | NEW | 27.00 | 268.33 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $7.2k | NEW | 15.00 | 478.67 |
|
| MetLife (MET) | 0.0 | $7.0k | NEW | 94.00 | 74.11 |
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| Hartford Financial Services (HIG) | 0.0 | $6.6k | NEW | 64.00 | 103.05 |
|
| Eaton Corp SHS (ETN) | 0.0 | $6.6k | NEW | 21.00 | 312.67 |
|
| Abbvie (ABBV) | 0.0 | $6.6k | NEW | 36.00 | 182.11 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $6.1k | NEW | 83.00 | 73.29 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $6.1k | NEW | 112.00 | 54.23 |
|
| PNC Financial Services (PNC) | 0.0 | $6.0k | NEW | 37.00 | 161.59 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $6.0k | NEW | 29.00 | 205.97 |
|
| Anthem (ELV) | 0.0 | $5.7k | NEW | 11.00 | 518.55 |
|
| Ametek (AME) | 0.0 | $5.7k | NEW | 31.00 | 182.90 |
|
| S&p Global (SPGI) | 0.0 | $5.5k | NEW | 13.00 | 425.46 |
|
| Martin Marietta Materials (MLM) | 0.0 | $5.5k | NEW | 9.00 | 613.89 |
|
| TJX Companies (TJX) | 0.0 | $5.5k | NEW | 54.00 | 101.43 |
|
| General Electric Com New (GE) | 0.0 | $5.3k | NEW | 30.00 | 175.53 |
|
| Automatic Data Processing (ADP) | 0.0 | $5.2k | NEW | 21.00 | 249.76 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.0k | NEW | 12.00 | 418.00 |
|
| Molina Healthcare (MOH) | 0.0 | $4.9k | NEW | 12.00 | 410.83 |
|
| ConocoPhillips (COP) | 0.0 | $4.8k | NEW | 38.00 | 127.29 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $4.6k | NEW | 67.00 | 68.49 |
|
| Msci (MSCI) | 0.0 | $4.5k | NEW | 8.00 | 560.50 |
|
| Fifth Third Ban (FITB) | 0.0 | $4.5k | NEW | 120.00 | 37.21 |
|
| Church & Dwight (CHD) | 0.0 | $4.4k | NEW | 42.00 | 104.31 |
|
| Hca Holdings (HCA) | 0.0 | $4.3k | NEW | 13.00 | 333.54 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $4.3k | NEW | 61.00 | 70.00 |
|
| American Tower Reit (AMT) | 0.0 | $4.1k | NEW | 21.00 | 197.57 |
|
| Southern Company (SO) | 0.0 | $4.1k | NEW | 57.00 | 71.74 |
|
| Cadence Design Systems (CDNS) | 0.0 | $4.0k | NEW | 13.00 | 311.31 |
|
| CSX Corporation (CSX) | 0.0 | $4.0k | NEW | 108.00 | 37.07 |
|
| Mettler-Toledo International (MTD) | 0.0 | $4.0k | NEW | 3.00 | 1331.33 |
|
| Roper Industries (ROP) | 0.0 | $3.9k | NEW | 7.00 | 560.86 |
|
| Intercontinental Exchange (ICE) | 0.0 | $3.8k | NEW | 28.00 | 137.43 |
|
| Electronic Arts (EA) | 0.0 | $3.8k | NEW | 29.00 | 132.66 |
|
| Cummins (CMI) | 0.0 | $3.8k | NEW | 13.00 | 294.62 |
|
| Paypal Holdings (PYPL) | 0.0 | $3.8k | NEW | 57.00 | 66.98 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $3.8k | NEW | 29.00 | 129.34 |
|
| Williams Companies (WMB) | 0.0 | $3.7k | NEW | 96.00 | 38.97 |
|
| Regions Financial Corporation (RF) | 0.0 | $3.7k | NEW | 176.00 | 21.04 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $3.7k | NEW | 3.00 | 1231.67 |
|
| Monster Beverage Corp (MNST) | 0.0 | $3.7k | NEW | 62.00 | 59.27 |
|
| Aon Shs Cl A (AON) | 0.0 | $3.7k | NEW | 11.00 | 333.73 |
|
| Prologis (PLD) | 0.0 | $3.6k | NEW | 28.00 | 130.21 |
|
| Norfolk Southern (NSC) | 0.0 | $3.6k | NEW | 14.00 | 254.86 |
|
| Progressive Corporation (PGR) | 0.0 | $3.5k | NEW | 17.00 | 206.82 |
|
| Arista Networks (ANET) | 0.0 | $3.5k | NEW | 12.00 | 290.00 |
|
| Capital One Financial (COF) | 0.0 | $3.4k | NEW | 23.00 | 148.87 |
|
| O'reilly Automotive (ORLY) | 0.0 | $3.4k | NEW | 3.00 | 1129.00 |
|
| Trane Technologies SHS (TT) | 0.0 | $3.3k | NEW | 11.00 | 300.18 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $3.3k | NEW | 35.00 | 93.43 |
|
| McKesson Corporation (MCK) | 0.0 | $3.2k | NEW | 6.00 | 536.83 |
|
| Stryker Corporation (SYK) | 0.0 | $3.2k | NEW | 9.00 | 357.89 |
|
| Zoetis Cl A (ZTS) | 0.0 | $3.2k | NEW | 19.00 | 169.21 |
|
| Waste Management (WM) | 0.0 | $3.2k | NEW | 15.00 | 213.13 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $3.2k | NEW | 11.00 | 290.64 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.2k | NEW | 228.00 | 13.95 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $3.1k | NEW | 9.00 | 347.33 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $3.1k | NEW | 47.00 | 65.32 |
|
| Nextera Energy (NEE) | 0.0 | $3.1k | NEW | 48.00 | 63.92 |
|
| W.W. Grainger (GWW) | 0.0 | $3.1k | NEW | 3.00 | 1017.33 |
|
| Dominion Resources (D) | 0.0 | $3.0k | NEW | 62.00 | 49.19 |
|
| Cme (CME) | 0.0 | $3.0k | NEW | 14.00 | 215.29 |
|
| Howmet Aerospace (HWM) | 0.0 | $3.0k | NEW | 44.00 | 68.43 |
|
| AmerisourceBergen (COR) | 0.0 | $2.9k | NEW | 12.00 | 243.00 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $2.9k | NEW | 3.00 | 962.33 |
|
| Autodesk (ADSK) | 0.0 | $2.9k | NEW | 11.00 | 260.45 |
|
| PPL Corporation (PPL) | 0.0 | $2.9k | NEW | 104.00 | 27.53 |
|
| Lucid Group (LCID) | 0.0 | $2.9k | NEW | 1.0k | 2.85 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $2.8k | NEW | 8.00 | 355.00 |
|
| Paychex (PAYX) | 0.0 | $2.8k | NEW | 23.00 | 122.78 |
|
| Yum! Brands (YUM) | 0.0 | $2.8k | NEW | 20.00 | 138.65 |
|
| Ross Stores (ROST) | 0.0 | $2.6k | NEW | 18.00 | 146.78 |
|
| eBay (EBAY) | 0.0 | $2.6k | NEW | 50.00 | 52.78 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $2.6k | NEW | 38.00 | 67.76 |
|
| Fiserv (FI) | 0.0 | $2.6k | NEW | 16.00 | 159.81 |
|
| Equinix (EQIX) | 0.0 | $2.5k | NEW | 3.00 | 825.33 |
|
| Corteva (CTVA) | 0.0 | $2.4k | NEW | 42.00 | 57.67 |
|
| Emerson Electric (EMR) | 0.0 | $2.4k | NEW | 21.00 | 113.43 |
|
| Centene Corporation (CNC) | 0.0 | $2.4k | NEW | 30.00 | 78.47 |
|
| PPG Industries (PPG) | 0.0 | $2.3k | NEW | 16.00 | 144.88 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.3k | NEW | 40.00 | 57.95 |
|
| CMS Energy Corporation (CMS) | 0.0 | $2.2k | NEW | 37.00 | 60.35 |
|
| Philip Morris International (PM) | 0.0 | $2.2k | NEW | 24.00 | 91.62 |
|
| Digital Realty Trust (DLR) | 0.0 | $2.2k | NEW | 15.00 | 144.07 |
|
| Fastenal Company (FAST) | 0.0 | $2.2k | NEW | 28.00 | 77.14 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.1k | NEW | 60.00 | 35.83 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.1k | NEW | 18.00 | 115.33 |
|
| Travelers Companies (TRV) | 0.0 | $2.1k | NEW | 9.00 | 230.11 |
|
| Public Service Enterprise (PEG) | 0.0 | $2.1k | NEW | 31.00 | 66.77 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $2.1k | NEW | 53.00 | 38.98 |
|
| Cintas Corporation (CTAS) | 0.0 | $2.1k | NEW | 3.00 | 687.00 |
|
| Fortinet (FTNT) | 0.0 | $2.0k | NEW | 30.00 | 68.30 |
|
| Public Storage (PSA) | 0.0 | $2.0k | NEW | 7.00 | 290.00 |
|
| Edwards Lifesciences (EW) | 0.0 | $2.0k | NEW | 21.00 | 95.57 |
|
| Dollar Tree (DLTR) | 0.0 | $2.0k | NEW | 15.00 | 133.13 |
|
| Ecolab (ECL) | 0.0 | $1.8k | NEW | 8.00 | 230.88 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.8k | NEW | 4.00 | 454.75 |
|
| Phillips 66 (PSX) | 0.0 | $1.8k | NEW | 11.00 | 163.36 |
|
| Kroger (KR) | 0.0 | $1.8k | NEW | 31.00 | 57.13 |
|
| Rockwell Automation (ROK) | 0.0 | $1.7k | NEW | 6.00 | 291.33 |
|
| Sempra Energy (SRE) | 0.0 | $1.7k | NEW | 24.00 | 71.83 |
|
| Crown Castle Intl (CCI) | 0.0 | $1.7k | NEW | 16.00 | 105.81 |
|
| Dex (DXCM) | 0.0 | $1.7k | NEW | 12.00 | 138.67 |
|
| Constellation Energy (CEG) | 0.0 | $1.7k | NEW | 9.00 | 184.89 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $1.6k | NEW | 6.00 | 262.50 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.6k | NEW | 3.00 | 523.00 |
|
| Masco Corporation (MAS) | 0.0 | $1.5k | NEW | 19.00 | 78.89 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $1.5k | NEW | 79.00 | 18.80 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.5k | NEW | 25.00 | 58.12 |
|
| Dollar General (DG) | 0.0 | $1.4k | NEW | 9.00 | 156.11 |
|
| Humana (HUM) | 0.0 | $1.4k | NEW | 4.00 | 346.75 |
|
| Fidelity National Information Services (FIS) | 0.0 | $1.3k | NEW | 18.00 | 74.17 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.3k | NEW | 73.00 | 17.73 |
|
| Baxter International (BAX) | 0.0 | $1.3k | NEW | 30.00 | 42.73 |
|
| L3harris Technologies (LHX) | 0.0 | $1.3k | NEW | 6.00 | 213.17 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $1.3k | NEW | 9.00 | 139.00 |
|
| Xylem (XYL) | 0.0 | $1.2k | NEW | 9.00 | 129.22 |
|
| Packaging Corporation of America (PKG) | 0.0 | $1.1k | NEW | 6.00 | 189.83 |
|
| Verisign (VRSN) | 0.0 | $1.1k | NEW | 6.00 | 189.50 |
|
| Cigna Corp (CI) | 0.0 | $1.1k | NEW | 3.00 | 363.33 |
|
| Jacobs Engineering Group (J) | 0.0 | $1.1k | NEW | 7.00 | 153.71 |
|
| Exelon Corporation (EXC) | 0.0 | $1.1k | NEW | 28.00 | 37.57 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $986.999400 | NEW | 18.00 | 54.83 |
|
| Align Technology (ALGN) | 0.0 | $984.000000 | NEW | 3.00 | 328.00 |
|
| T. Rowe Price (TROW) | 0.0 | $975.000000 | NEW | 8.00 | 121.88 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $973.000000 | NEW | 8.00 | 121.62 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $909.000000 | NEW | 10.00 | 90.90 |
|
| International Paper Company (IP) | 0.0 | $897.000000 | NEW | 23.00 | 39.00 |
|
| Fmc Corp Com New (FMC) | 0.0 | $892.000200 | NEW | 14.00 | 63.71 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $867.000000 | NEW | 4.00 | 216.75 |
|
| Championx Corp (CHX) | 0.0 | $861.000000 | NEW | 24.00 | 35.88 |
|
| Cubesmart (CUBE) | 0.0 | $858.999500 | NEW | 19.00 | 45.21 |
|
| Ingersoll Rand (IR) | 0.0 | $855.000000 | NEW | 9.00 | 95.00 |
|
| Viatris (VTRS) | 0.0 | $776.002500 | NEW | 65.00 | 11.94 |
|
| Campbell Soup Company (CPB) | 0.0 | $756.000200 | NEW | 17.00 | 44.47 |
|
| Smucker J M Com New (SJM) | 0.0 | $754.999800 | NEW | 6.00 | 125.83 |
|
| American Electric Power Company (AEP) | 0.0 | $689.000000 | NEW | 8.00 | 86.12 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $677.000100 | NEW | 7.00 | 96.71 |
|
| Icon SHS (ICLR) | 0.0 | $672.000000 | NEW | 2.00 | 336.00 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $639.000000 | NEW | 6.00 | 106.50 |
|
| Altria (MO) | 0.0 | $611.000600 | NEW | 14.00 | 43.64 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $594.000000 | NEW | 4.00 | 148.50 |
|
| Edison International (EIX) | 0.0 | $566.000000 | NEW | 8.00 | 70.75 |
|
| Global Payments (GPN) | 0.0 | $535.000000 | NEW | 4.00 | 133.75 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $462.000000 | NEW | 3.00 | 154.00 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $429.000000 | NEW | 1.00 | 429.00 |
|
Past Filings by Frank, Rimerman Advisors
SEC 13F filings are viewable for Frank, Rimerman Advisors going back to 2023
- Frank, Rimerman Advisors 2024 Q1 filed May 9, 2024
- Frank, Rimerman Advisors 2023 Q3 filed Nov. 14, 2023
- Frank, Rimerman Advisors 2020 Q4 filed Sept. 13, 2023
- Frank, Rimerman Advisors 2021 Q1 filed Sept. 13, 2023
- Frank, Rimerman Advisors 2021 Q2 filed Sept. 13, 2023
- Frank, Rimerman Advisors 2021 Q3 filed Sept. 7, 2023
- Frank, Rimerman Advisors 2021 Q4 filed Sept. 7, 2023
- Frank, Rimerman Advisors 2022 Q1 filed Sept. 7, 2023
- Frank, Rimerman Advisors 2022 Q2 filed Sept. 7, 2023
- Frank, Rimerman Advisors 2022 Q3 filed Sept. 7, 2023
- Frank, Rimerman Advisors 2022 Q4 filed Sept. 7, 2023
- Frank, Rimerman Advisors 2023 Q2 filed Aug. 14, 2023
- Frank, Rimerman Advisors 2023 Q1 filed May 15, 2023