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
$10.2B
$463,000 0.04% of portfolio
24,428
Q1 2025 Reduced 17.04%
$60.7B
$555,000 0.04% of portfolio
4,501
Q1 2025 Added 18.39%
$27.1B
$452,000 0.04% of portfolio
12,534
Q1 2025 Added 11.2%
$55.7B
$534,000 0.04% of portfolio
4,471
Q1 2025 Added 5.05%
$54.7B
$547,000 0.04% of portfolio
3,206
Q1 2025 Added 2.4%
$9.04B
$513,000 0.04% of portfolio
13,480
Q1 2025 Reduced 21.5%
$49B
$518,000 0.04% of portfolio
23,632
Q4 2024 Added 0.38%
$14.5B
$473,000 0.04% of portfolio
4,499
Q1 2025 Added 0.76%
$39.8B
$500,000 0.04% of portfolio
6,544
Q1 2025 Reduced 0.08%
$42.8B
$550,000 0.04% of portfolio
6,685
Q1 2025 Added 2.5%
$35.6B
$470,000 0.04% of portfolio
2,017
Q1 2025 Added 8.03%
$26.6B
$454,000 0.04% of portfolio
2,588
Q1 2025 Reduced 3.58%
$78.7B
$438,000 0.04% of portfolio
3,738
Q1 2025 Reduced 2.73%
$29.2B
$458,000 0.04% of portfolio
1,732
Q1 2025 Added 17.19%
$51.7B
$473,000 0.04% of portfolio
2,066
Q1 2025 Reduced 18.98%
$28.3B
$436,000 0.04% of portfolio
2,381
Q1 2025 Added 38.27%
$26.3B
$451,000 0.04% of portfolio
16,323
Q1 2025 Added 4.65%
$12.1B
$477,000 0.04% of portfolio
9,407
Q1 2025 Added 0.09%
$23.5B
$481,000 0.04% of portfolio
829
Q1 2025 Reduced 3.6%
$47.8B
$484,000 0.04% of portfolio
14,149
Q1 2025 Added 3.65%
$29.2B
$441,000 0.04% of portfolio
3,546
Q1 2025 Added 8.61%
$67.9B
$511,000 0.04% of portfolio
3,497
Q1 2025 Added 31.76%
$48.7B
$453,000 0.04% of portfolio
10,853
Q1 2025 Added 17.04%
$35.6B
$437,000 0.04% of portfolio
916
Q1 2025 Reduced 14.63%
$30.2B
$493,000 0.04% of portfolio
8,261
Q1 2025 Added 61.6%
$63.9B
$451,000 0.04% of portfolio
7,127
Q1 2025 Added 5.1%
$20.4B
$534,000 0.04% of portfolio
8,137
Q1 2025 Added 8.41%
$55.9B
$497,000 0.04% of portfolio
3,764
Q1 2025 Reduced 0.61%
$15.8B
$533,000 0.04% of portfolio
8,786
Q1 2025 Added 104.52%
$26.1B
$456,000 0.04% of portfolio
917
Q1 2025 Added 6.01%
$47.1B
$438,000 0.04% of portfolio
3,435
Q1 2025 Added 10.63%
$25.8B
$507,000 0.04% of portfolio
2,306
Q1 2025 Reduced 2.33%
$44.9B
$432,000 0.03% of portfolio
6,387
Q1 2025 Added 3.89%
$21.4B
$377,000 0.03% of portfolio
5,022
Q1 2025 Added 7.56%
$47.7B
$389,000 0.03% of portfolio
3,736
Q1 2025 Reduced 57.9%
$29.7B
$349,000 0.03% of portfolio
5,063
Q1 2025 Reduced 17.18%
$23.8B
$375,000 0.03% of portfolio
3,413
Q1 2025 Reduced 0.38%
$1.45B
$359,000 0.03% of portfolio
7,163
Q1 2025 Added 1.44%
$4.61B
$350,000 0.03% of portfolio
182
Q1 2025 Added 2.82%
$104B
$391,000 0.03% of portfolio
1,941
Q1 2025 Added 0.78%
$5.17B
$328,000 0.03% of portfolio
34,253
Q1 2025 Added 106.01%
$23.6B
$317,000 0.03% of portfolio
2,658
Q1 2025 Added 26.15%
$28.9B
$351,000 0.03% of portfolio
1,682
Q4 2024 Reduced 3.44%
$36.7B
$312,000 0.03% of portfolio
2,824
Q1 2025 Added 16.07%
$34.7B
$415,000 0.03% of portfolio
3,816
Q1 2025 Reduced 5.15%
$6.05B
$426,000 0.03% of portfolio
1,753
Q1 2025 Reduced 1.3%
$31.9B
$332,000 0.03% of portfolio
3,609
Q4 2024 Reduced 2.51%
$46.8B
$350,000 0.03% of portfolio
1,177
Q1 2025 Added 3.34%
$40.8B
$368,000 0.03% of portfolio
1,425
Q1 2025 Reduced 3.65%

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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