Frank, Rimerman Advisors

Latest statistics and disclosures from Frank, Rimerman Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for Frank, Rimerman Advisors

Frank, Rimerman Advisors holds 593 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Frank, Rimerman Advisors has 593 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.6 $102M 549k 186.58
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.9 $92M 153k 600.37
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Netflix (NFLX) 4.5 $71M 59k 1198.92
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Apple (AAPL) 4.5 $70M 275k 254.63
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.1 $64M -40% 258k 247.12
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Microsoft Corporation (MSFT) 4.0 $63M 121k 517.95
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Alphabet Cap Stk Cl A (GOOGL) 3.8 $59M +2% 241k 243.10
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $50M 75k 666.18
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Alphabet Cap Stk Cl C (GOOG) 2.2 $35M 143k 243.55
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Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $32M -3% 98k 328.17
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Meta Platforms Cl A (META) 1.9 $30M +2% 41k 734.38
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Amazon (AMZN) 1.8 $28M +2% 129k 219.57
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Broadcom (AVGO) 1.6 $24M +10% 74k 329.91
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Ishares Tr S&p 500 Val Etf (IVE) 1.6 $24M -51% 117k 206.51
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JPMorgan Chase & Co. (JPM) 1.2 $18M 58k 315.43
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Tesla Motors (TSLA) 1.2 $18M +3% 40k 444.72
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $15M 54k 279.29
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $11M 57k 189.70
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $11M +5% 176k 59.92
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Visa Com Cl A (V) 0.6 $10M 30k 341.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $9.1M +4% 18k 502.74
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Johnson & Johnson (JNJ) 0.6 $8.9M +3% 48k 185.42
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Wal-Mart Stores (WMT) 0.5 $8.2M +3% 80k 103.06
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Mastercard Incorporated Cl A (MA) 0.5 $7.7M 14k 568.81
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Abbvie (ABBV) 0.5 $7.6M +3% 33k 231.54
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Ferrari Nv Ord (RACE) 0.5 $7.4M 15k 485.22
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Costco Wholesale Corporation (COST) 0.5 $7.2M 7.8k 925.63
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $7.2M 132k 54.18
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Palantir Technologies Cl A (PLTR) 0.5 $7.1M 39k 182.42
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Ishares Tr Micro-cap Etf (IWC) 0.5 $7.0M 47k 149.09
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Cisco Systems (CSCO) 0.4 $6.7M +2% 98k 68.42
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $6.6M 14k 463.73
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Oracle Corporation (ORCL) 0.4 $6.6M +24% 23k 281.24
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Home Depot (HD) 0.4 $6.5M +5% 16k 405.19
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Eli Lilly & Co. (LLY) 0.4 $6.5M +4% 8.5k 763.00
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International Business Machines (IBM) 0.4 $6.3M 22k 282.16
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Nrg Energy Com New (NRG) 0.4 $6.2M 39k 161.95
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Vanguard World Financials Etf (VFH) 0.4 $6.2M 47k 131.24
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Philip Morris International (PM) 0.4 $6.2M 38k 162.20
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Ishares Tr Msci Acwi Etf (ACWI) 0.4 $6.1M 44k 138.24
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Morgan Stanley Com New (MS) 0.4 $6.0M 38k 158.96
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TransDigm Group Incorporated (TDG) 0.4 $6.0M 4.5k 1318.02
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Crowdstrike Hldgs Cl A (CRWD) 0.4 $5.9M 12k 490.38
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Anglogold Ashanti Com Shs (AU) 0.4 $5.6M 80k 70.33
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Exxon Mobil Corporation (XOM) 0.3 $5.4M +9% 48k 112.75
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Verizon Communications (VZ) 0.3 $5.0M +2% 115k 43.95
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Pfizer (PFE) 0.3 $5.0M +27% 197k 25.48
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Cme (CME) 0.3 $5.0M +8% 18k 270.19
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Chevron Corporation (CVX) 0.3 $4.9M +19% 32k 155.29
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American Express Company (AXP) 0.3 $4.9M 15k 332.16
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Ge Aerospace Com New (GE) 0.3 $4.6M 15k 300.82
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Teck Resources CL B (TECK) 0.3 $4.6M 105k 43.89
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Applied Materials (AMAT) 0.3 $4.6M 22k 204.74
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UnitedHealth (UNH) 0.3 $4.6M +47% 13k 345.30
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Altria (MO) 0.3 $4.6M +2% 69k 66.06
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Procept Biorobotics Corp (PRCT) 0.3 $4.4M 122k 35.69
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At&t (T) 0.3 $4.3M 153k 28.24
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McDonald's Corporation (MCD) 0.3 $4.2M +9% 14k 303.89
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Intuitive Surgical Com New (ISRG) 0.3 $4.1M -15% 9.3k 447.23
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.1M 16k 254.28
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Advanced Micro Devices (AMD) 0.3 $4.0M 25k 161.79
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $3.9M +7% 4.0k 968.09
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Gilead Sciences (GILD) 0.2 $3.9M +9% 35k 111.00
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Blackstone Group Inc Com Cl A (BX) 0.2 $3.8M +8% 22k 170.85
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.8M 8.1k 468.41
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Procter & Gamble Company (PG) 0.2 $3.8M -16% 25k 153.65
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $3.7M 5.6k 669.29
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $3.7M 126k 29.73
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Bank of America Corporation (BAC) 0.2 $3.7M 71k 51.59
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Ishares Tr Us Industrials (IYJ) 0.2 $3.6M 25k 145.88
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Qualcomm (QCOM) 0.2 $3.5M +7% 21k 166.36
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Sentinelone Cl A (S) 0.2 $3.5M -52% 197k 17.61
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Intuit (INTU) 0.2 $3.3M 4.9k 682.91
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $3.2M 29k 111.47
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Aercap Holdings Nv SHS (AER) 0.2 $3.2M 27k 121.00
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Servicenow (NOW) 0.2 $3.2M 3.5k 920.28
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Amphenol Corp Cl A (APH) 0.2 $3.2M 26k 123.75
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Ge Vernova (GEV) 0.2 $3.1M 5.1k 614.90
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.1M +27% 34k 91.42
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Abbott Laboratories (ABT) 0.2 $3.1M 23k 133.94
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S&p Global (SPGI) 0.2 $3.0M 6.3k 486.71
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Micron Technology (MU) 0.2 $3.0M +12% 18k 167.32
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Danaher Corporation (DHR) 0.2 $2.9M -7% 15k 198.26
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Union Pacific Corporation (UNP) 0.2 $2.9M 12k 236.37
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Merck & Co (MRK) 0.2 $2.9M +19% 35k 83.93
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Howmet Aerospace (HWM) 0.2 $2.9M 15k 196.23
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Hca Holdings (HCA) 0.2 $2.9M 6.8k 426.20
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Parker-Hannifin Corporation (PH) 0.2 $2.9M 3.8k 758.15
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Realty Income (O) 0.2 $2.8M +9% 47k 60.79
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salesforce (CRM) 0.2 $2.8M -27% 12k 237.00
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $2.8M 38k 73.46
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Eaton Corp SHS (ETN) 0.2 $2.8M 7.5k 374.25
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Wells Fargo & Company (WFC) 0.2 $2.8M +10% 33k 83.82
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.8M 38k 74.37
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.7M 28k 96.55
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.7M 9.1k 293.74
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Reddit Cl A (RDDT) 0.2 $2.7M +2% 12k 229.99
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Icici Bank Adr (IBN) 0.2 $2.6M 87k 30.23
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Texas Instruments Incorporated (TXN) 0.2 $2.6M +10% 14k 183.73
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Linde SHS (LIN) 0.2 $2.6M +16% 5.5k 475.00
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Booking Holdings (BKNG) 0.2 $2.6M 480.00 5399.27
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Paccar (PCAR) 0.2 $2.5M +4% 26k 98.32
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Pepsi (PEP) 0.2 $2.5M +32% 18k 140.44
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Automatic Data Processing (ADP) 0.2 $2.5M 8.5k 293.50
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Sony Group Corp Sponsored Adr (SONY) 0.2 $2.4M 84k 28.79
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Uber Technologies (UBER) 0.2 $2.4M +5% 24k 97.97
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Synopsys (SNPS) 0.1 $2.3M +11% 4.7k 493.39
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Thermo Fisher Scientific (TMO) 0.1 $2.3M 4.7k 485.02
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Caterpillar (CAT) 0.1 $2.3M +10% 4.7k 477.15
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.2M 28k 81.19
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American Financial (AFG) 0.1 $2.2M +43% 15k 145.72
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Lam Research Corp Com New (LRCX) 0.1 $2.2M +7% 17k 133.90
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Walt Disney Company (DIS) 0.1 $2.2M 19k 114.50
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Goldman Sachs (GS) 0.1 $2.2M +11% 2.7k 796.35
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Progressive Corporation (PGR) 0.1 $2.1M 8.6k 246.95
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $2.1M +31% 12k 178.73
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Fastenal Company (FAST) 0.1 $2.1M 42k 49.04
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Ishares Tr Select Us Reit (ICF) 0.1 $2.1M 34k 61.62
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Bhp Group Sponsored Ads (BHP) 0.1 $2.1M 37k 55.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.0M 3.3k 612.46
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $2.0M 8.4k 239.64
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Stryker Corporation (SYK) 0.1 $2.0M 5.4k 369.67
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.0M +7% 8.1k 246.60
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Coca-Cola Company (KO) 0.1 $2.0M -34% 30k 66.32
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Charles Schwab Corporation (SCHW) 0.1 $2.0M +4% 21k 95.47
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Boston Scientific Corporation (BSX) 0.1 $2.0M 20k 97.63
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Southern Company (SO) 0.1 $2.0M +3% 21k 94.77
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Bristol Myers Squibb (BMY) 0.1 $2.0M -3% 44k 45.10
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Paychex (PAYX) 0.1 $1.9M +8% 15k 126.76
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Astrazeneca Sponsored Adr (AZN) 0.1 $1.9M +18% 25k 76.72
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Arthur J. Gallagher & Co. (AJG) 0.1 $1.9M 6.1k 309.74
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Robert Half International (RHI) 0.1 $1.9M NEW 55k 33.98
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MercadoLibre (MELI) 0.1 $1.8M 788.00 2336.94
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Antero Midstream Corp antero midstream (AM) 0.1 $1.8M 94k 19.44
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.8M 20k 93.37
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Deere & Company (DE) 0.1 $1.8M -2% 3.9k 457.26
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Palo Alto Networks (PANW) 0.1 $1.8M -8% 8.7k 203.61
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Truist Financial Corp equities (TFC) 0.1 $1.7M -3% 38k 45.72
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Welltower Inc Com reit (WELL) 0.1 $1.7M 9.8k 178.14
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Cadence Design Systems (CDNS) 0.1 $1.7M 5.0k 351.26
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TJX Companies (TJX) 0.1 $1.7M -10% 12k 144.54
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CRH Ord (CRH) 0.1 $1.7M 14k 119.90
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.7M 4.5k 365.48
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Trane Technologies SHS (TT) 0.1 $1.7M 3.9k 421.96
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Chubb (CB) 0.1 $1.6M +17% 5.8k 282.25
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Amgen (AMGN) 0.1 $1.6M -3% 5.8k 282.20
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Analog Devices (ADI) 0.1 $1.6M 6.6k 245.70
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Applovin Corp Com Cl A (APP) 0.1 $1.6M +8% 2.3k 718.54
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Adobe Systems Incorporated (ADBE) 0.1 $1.6M -9% 4.6k 352.75
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Cummins (CMI) 0.1 $1.6M +11% 3.7k 422.37
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CBOE Holdings (CBOE) 0.1 $1.6M +17% 6.4k 245.25
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AutoZone (AZO) 0.1 $1.5M 360.00 4290.24
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Vistra Energy (VST) 0.1 $1.5M +102% 7.9k 195.92
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Wp Carey (WPC) 0.1 $1.5M 22k 67.57
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Garmin SHS (GRMN) 0.1 $1.5M 6.1k 246.22
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Dr Reddys Labs Adr (RDY) 0.1 $1.5M +14% 108k 13.98
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.5M 19k 78.91
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Nextera Energy (NEE) 0.1 $1.5M 19k 75.49
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Onemain Holdings (OMF) 0.1 $1.5M +157% 26k 56.46
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Mondelez Intl Cl A (MDLZ) 0.1 $1.5M -10% 23k 62.47
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Gaming & Leisure Pptys (GLPI) 0.1 $1.5M +20% 31k 46.61
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.4M 6.7k 215.80
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Cameco Corporation (CCJ) 0.1 $1.4M 17k 83.86
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AFLAC Incorporated (AFL) 0.1 $1.4M 13k 111.70
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Metropcs Communications (TMUS) 0.1 $1.4M 6.0k 239.38
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.4M +11% 9.6k 148.61
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Lowe's Companies (LOW) 0.1 $1.4M -4% 5.7k 251.31
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Rbc Cad (RY) 0.1 $1.4M +23% 9.6k 147.32
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Shell Spon Ads (SHEL) 0.1 $1.4M +20% 20k 71.53
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Moody's Corporation (MCO) 0.1 $1.4M -2% 3.0k 476.48
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Nu Hldgs Ord Shs Cl A (NU) 0.1 $1.4M +14% 87k 16.01
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Simon Property (SPG) 0.1 $1.4M 7.4k 187.67
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Kla Corp Com New (KLAC) 0.1 $1.4M 1.3k 1078.60
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Wipro Spon Adr 1 Sh (WIT) 0.1 $1.4M +24% 523k 2.63
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Duke Energy Corp Com New (DUK) 0.1 $1.4M -7% 11k 123.75
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Williams Companies (WMB) 0.1 $1.4M 22k 63.35
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Honeywell International (HON) 0.1 $1.4M -2% 6.5k 210.50
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Bank of New York Mellon Corporation (BK) 0.1 $1.4M 13k 108.96
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.4M 24k 57.10
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Autodesk (ADSK) 0.1 $1.3M 4.2k 317.67
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Starbucks Corporation (SBUX) 0.1 $1.3M 16k 84.60
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Capital One Financial (COF) 0.1 $1.3M 6.3k 212.58
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Infosys Sponsored Adr (INFY) 0.1 $1.3M -3% 82k 16.27
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Canadian Pacific Kansas City (CP) 0.1 $1.3M 18k 74.49
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Cintas Corporation (CTAS) 0.1 $1.3M 6.4k 205.26
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Kinder Morgan (KMI) 0.1 $1.3M 47k 28.31
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Msc Indl Direct Cl A (MSM) 0.1 $1.3M 14k 92.14
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Comcast Corp Cl A (CMCSA) 0.1 $1.3M -43% 42k 31.42
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Citigroup Com New (C) 0.1 $1.3M 13k 101.50
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Ishares Tr Glb Cns Disc Etf (RXI) 0.1 $1.3M 6.2k 207.07
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.3M 16k 78.09
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Republic Services (RSG) 0.1 $1.3M 5.5k 229.48
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.3M 2.6k 479.61
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Logitech Intl S A SHS (LOGI) 0.1 $1.2M 11k 109.68
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Quanta Services (PWR) 0.1 $1.2M 3.0k 414.42
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American Electric Power Company (AEP) 0.1 $1.2M +38% 11k 112.50
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Dillards Cl A (DDS) 0.1 $1.2M 2.0k 614.48
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Arista Networks Com Shs (ANET) 0.1 $1.2M +15% 8.4k 145.71
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Intel Corporation (INTC) 0.1 $1.2M +12% 37k 33.55
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.2M -3% 3.1k 391.64
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Dt Midstream Common Stock (DTM) 0.1 $1.2M 11k 113.06
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Fortinet (FTNT) 0.1 $1.2M -2% 14k 84.08
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Novartis Sponsored Adr (NVS) 0.1 $1.2M +68% 9.5k 128.24
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Dominion Resources (D) 0.1 $1.2M 20k 61.17
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Novo-nordisk A S Adr (NVO) 0.1 $1.2M -15% 22k 55.49
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Northrop Grumman Corporation (NOC) 0.1 $1.2M 2.0k 609.32
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Medtronic SHS (MDT) 0.1 $1.2M +29% 12k 95.24
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Sap Se Spon Adr (SAP) 0.1 $1.2M -41% 4.4k 267.21
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M 2.0k 595.99
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.1M 16k 70.98
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.1M 3.0k 378.94
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Toronto Dominion Bk Ont Com New (TD) 0.1 $1.1M +17% 14k 79.95
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Aon Shs Cl A (AON) 0.1 $1.1M 3.1k 356.58
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Vici Pptys (VICI) 0.1 $1.1M +16% 33k 32.61
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Msci (MSCI) 0.1 $1.1M 1.9k 567.41
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Sherwin-Williams Company (SHW) 0.1 $1.1M -3% 3.1k 346.26
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Coupang Cl A (CPNG) 0.1 $1.1M 33k 32.20
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ConocoPhillips (COP) 0.1 $1.1M +23% 11k 94.59
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Marathon Petroleum Corp (MPC) 0.1 $1.0M 5.4k 192.74
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Dell Technologies CL C (DELL) 0.1 $1.0M 7.4k 141.77
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Corning Incorporated (GLW) 0.1 $1.0M 13k 82.03
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Constellation Energy (CEG) 0.1 $1.0M +4% 3.1k 329.07
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Boeing Company (BA) 0.1 $1.0M +9% 4.7k 215.83
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Snowflake Com Shs (SNOW) 0.1 $1.0M 4.5k 225.55
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3M Company (MMM) 0.1 $1.0M 6.5k 155.18
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Intercontinental Exchange (ICE) 0.1 $1.0M 6.0k 168.48
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Regions Financial Corporation (RF) 0.1 $1.0M 38k 26.37
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Netease Sponsored Ads (NTES) 0.1 $977k 6.4k 151.99
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General Mills (GIS) 0.1 $964k +9% 19k 50.42
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Illinois Tool Works (ITW) 0.1 $959k 3.7k 260.76
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O'reilly Automotive (ORLY) 0.1 $944k 8.8k 107.81
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Chord Energy Corporation Com New (CHRD) 0.1 $933k +22% 9.4k 99.37
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Target Corporation (TGT) 0.1 $933k -3% 10k 89.70
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $932k 19k 50.07
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $925k +7% 12k 79.93
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Edison International (EIX) 0.1 $923k -2% 17k 55.28
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Anthem (ELV) 0.1 $902k -22% 2.8k 323.12
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Lockheed Martin Corporation (LMT) 0.1 $899k -2% 1.8k 499.21
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TPG Com Cl A (TPG) 0.1 $893k 16k 57.45
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FedEx Corporation (FDX) 0.1 $882k +17% 3.7k 235.81
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Coinbase Global Com Cl A (COIN) 0.1 $876k 2.6k 337.49
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Baidu Spon Adr Rep A (BIDU) 0.1 $876k +89% 6.6k 131.77
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Amcor Ord (AMCR) 0.1 $868k +43% 106k 8.18
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Marriott Intl Cl A (MAR) 0.1 $868k 3.3k 260.44
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Darden Restaurants (DRI) 0.1 $868k 4.6k 190.36
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Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.1 $865k +133% 118k 7.34
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Rio Tinto Sponsored Adr (RIO) 0.1 $851k 13k 66.01
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Sk Telecom Sponsored Adr (SKM) 0.1 $851k +52% 39k 21.60
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Travelers Companies (TRV) 0.1 $850k 3.0k 279.22
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Lazard Ltd Shs -a - (LAZ) 0.1 $850k 16k 52.78
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Past Filings by Frank, Rimerman Advisors

SEC 13F filings are viewable for Frank, Rimerman Advisors going back to 2023

View all past filings