Frank, Rimerman Advisors LLC Portfolio Holdings

Frank, Rimerman Advisors LLC

  • $1.24 Billion
  • Q1 2025

Frank, Rimerman Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 512 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $81.5M, Invesco Qqq Trust, Series 1 with a value of $72.3M, Apple Inc. with a value of $64.8M, Netflix Inc with a value of $54.6M, and Nvidia Corp with a value of $50.6M.

Examining the 13F form we can see an decrease of $118M in the current position value, from $1.36B to 1.24B.

Frank, Rimerman Advisors LLC is based out at Palo Alto, CA

Below you can find more details about Frank, Rimerman Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
ETFs: $381 Million
Technology: $276 Million
Communication Services: $149 Million
Financial Services: $105 Million
Healthcare: $86.6 Million
Consumer Cyclical: $70.9 Million
Industrials: $64.2 Million
Consumer Defensive: $37 Million
Other: $73.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.7B
$946,000 0.08% of portfolio
16,887
Q1 2025 Reduced 2.33%
$56.6B
$1.01 Million 0.08% of portfolio
9,279
Q1 2025 Added 12.02%
$118B
$984,000 0.08% of portfolio
9,379
Q1 2025 Reduced 9.4%
$79.9B
$1.05 Million 0.08% of portfolio
4,237
Q1 2025 Reduced 2.66%
$93B
$1.02 Million 0.08% of portfolio
8,368
Q1 2025 Added 0.31%
$9.62B
$1.04 Million 0.08% of portfolio
10,749
Q3 2024 Reduced 0.09%
$15.5B
$949,000 0.08% of portfolio
11,252
Q2 2024 New
$25.6B
$1.03 Million 0.08% of portfolio
4,977
Q1 2025 Added 1.63%
$68.6B
$935,000 0.08% of portfolio
22,162
Q1 2025 Reduced 50.83%
$91.6B
$952,000 0.08% of portfolio
2,896
Q1 2025 Added 17.15%
$79.5B
$1.04 Million 0.08% of portfolio
8,327
Q1 2025 Reduced 6.49%
$256B
$880,000 0.07% of portfolio
15,334
Q4 2024 Reduced 74.68%
$15B
$884,000 0.07% of portfolio
5,959
Q1 2025 Added 0.12%
$70.8B
$861,000 0.07% of portfolio
5,231
Q1 2025 Reduced 3.08%
$64.9B
$821,000 0.07% of portfolio
3,470
Q1 2025 Added 9.74%
$101B
$929,000 0.07% of portfolio
5,386
Q1 2025 Reduced 12.34%
$20B
$811,000 0.07% of portfolio
9,617
Q1 2025 Added 10.68%
$108B
$830,000 0.07% of portfolio
1,860
Q1 2025 Reduced 12.31%
$62.5B
$890,000 0.07% of portfolio
3,368
Q1 2025 Added 13.29%
$104B
$926,000 0.07% of portfolio
3,795
Q1 2025 Added 5.71%
$101B
$836,000 0.07% of portfolio
7,484
Q1 2025 Reduced 6.51%
$32.2B
$836,000 0.07% of portfolio
25,637
Q1 2025 Reduced 37.23%
$70.3B
$880,000 0.07% of portfolio
2,011
Q1 2025 Added 6.12%
$25.2B
$809,000 0.07% of portfolio
5,061
Q1 2025 Added 16.53%
$88.6B
$873,000 0.07% of portfolio
3,666
Q1 2025 Added 6.51%
$5.15B
$816,000 0.07% of portfolio
27,387
Q4 2024 Reduced 0.01%
$57.3B
$901,000 0.07% of portfolio
1,862
Q1 2025 Added 4.08%
$72.9B
$860,000 0.07% of portfolio
1,055
Q1 2025 Added 8.54%
$63.6B
$862,000 0.07% of portfolio
2,340
Q1 2025 Added 3.59%
$80.2B
$913,000 0.07% of portfolio
13,489
Q1 2025 Added 14.44%
$104B
$692,000 0.06% of portfolio
11,533
Q1 2025 Reduced 4.54%
$30.7B
$798,000 0.06% of portfolio
5,446
Q1 2025 Added 14.05%
$51.1B
$779,000 0.06% of portfolio
2,606
Q1 2025 Added 6.8%
$87.7B
$770,000 0.06% of portfolio
3,031
Q1 2025 Reduced 55.84%
$33.8B
$732,000 0.06% of portfolio
1,263
Q1 2025 New
$59.8B
$706,000 0.06% of portfolio
1,198
Q1 2025 Reduced 8.9%
$61.8B
$714,000 0.06% of portfolio
8,895
Q1 2025 Reduced 2.41%
$219B
$711,000 0.06% of portfolio
5,375
Q1 2025 Reduced 13.71%
$18.7B
$773,000 0.06% of portfolio
6,435
Q1 2025 Added 12.62%
$80.3B
$729,000 0.06% of portfolio
27,583
Q1 2025 New
$87.4B
$794,000 0.06% of portfolio
5,452
Q1 2025 Added 2.25%
$2.3B
$770,000 0.06% of portfolio
13,308
Q1 2025 New
$148B
$747,000 0.06% of portfolio
2,749
Q1 2025 Reduced 57.15%
$30.5B
$746,000 0.06% of portfolio
2,942
Q1 2025 Added 26.1%
$8.82B
$758,000 0.06% of portfolio
37,870
Q1 2025 Added 103.18%
$87.9B
$747,000 0.06% of portfolio
11,463
Q1 2025 Reduced 1.93%
$83.6B
$802,000 0.06% of portfolio
5,461
Q1 2025 Added 6.83%
$74.1B
$738,000 0.06% of portfolio
25,082
Q1 2025 Added 4.52%
$33.7B
$710,000 0.06% of portfolio
17,272
Q4 2024 Reduced 7.18%

Summary

  • Portfolio
  • No. of Stocks 512
  • Current Value $1.24 Billion
  • Prior Value $1.36 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 43 stocks
  • Additional Purchases 226 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 173 stocks
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