Frank, Rimerman Advisors LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 538 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 $87.2M, Invesco Qqq Trust, Series 1 with a value of $74.9M, Apple Inc. with a value of $74.2M, Nvidia Corp with a value of $71.7M, and Microsoft Corp with a value of $63.6M.
Examining the 13F form we can see an increase of $881M in the current position value, from $519M to 1.4B.
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
$1.4 Billion
ETFs: $384 Million
Technology: $373 Million
Communication Services: $160 Million
Healthcare: $100 Million
Financial Services: $96.7 Million
Consumer Cyclical: $81.4 Million
Industrials: $64.3 Million
Consumer Defensive: $47.6 Million
Other: $93.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
