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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$81.5 Million 6.56% of portfolio
422,451
Q1 2025 Reduced 4.66%
$0
$72.3 Million 5.82% of portfolio
154,218
Q1 2025 Reduced 0.3%
$3.24T
$64.8 Million 5.22% of portfolio
291,940
Q1 2025 Reduced 1.5%
$545B
$54.6 Million 4.4% of portfolio
58,596
Q1 2025 Added 0.38%
$355B
$50.6 Million 4.07% of portfolio
466,507
Q1 2025 Reduced 5.26%
$3.52T
$47.6 Million 3.83% of portfolio
126,907
Q1 2025 Added 5.42%
$0
$46.5 Million 3.74% of portfolio
243,910
Q1 2025 Reduced 9.65%
$0
$42 Million 3.38% of portfolio
75,094
Q1 2025 Reduced 4.73%
$993B
$31.9 Million 2.57% of portfolio
206,492
Q1 2025 Reduced 9.76%
$0
$28 Million 2.26% of portfolio
102,057
Q1 2025 Reduced 2.18%
$2.21T
$27.6 Million 2.22% of portfolio
145,304
Q1 2025 Reduced 1.87%
$1.08T
$22.4 Million 1.8% of portfolio
143,156
Q1 2025 Reduced 8.35%
$1.5T
$22.4 Million 1.8% of portfolio
38,869
Q1 2025 Added 4.38%
$782B
$13.7 Million 1.1% of portfolio
55,859
Q1 2025 Reduced 0.86%
$98.9B
$12.3 Million 0.99% of portfolio
73,218
Q1 2025 Added 0.93%
$0
$10.1 Million 0.81% of portfolio
58,126
Q1 2025 Reduced 7.56%
$1.07T
$8.83 Million 0.71% of portfolio
53,174
Q1 2025 Added 0.07%
$974B
$8.63 Million 0.69% of portfolio
33,306
Q1 2025 Reduced 2.24%
$648B
$8.33 Million 0.67% of portfolio
15,644
Q1 2025 Added 6.21%
$0
$8.39 Million 0.67% of portfolio
164,978
Q1 2025 Reduced 2.28%
$284B
$7.95 Million 0.64% of portfolio
15,177
Q1 2025 Reduced 10.0%
$445B
$7.33 Million 0.59% of portfolio
7,752
Q1 2025 Added 0.81%
$557B
$7.35 Million 0.59% of portfolio
13,408
Q1 2025 Added 1.7%
$735B
$7.36 Million 0.59% of portfolio
8,907
Q1 2025 Added 2.32%
$2.9B
$7.11 Million 0.57% of portfolio
122,082
Q1 2025 Reduced 0.02%
$3.72B
$6.55 Million 0.53% of portfolio
360,106
Q1 2025 Added 44.79%
$406B
$6.61 Million 0.53% of portfolio
39,832
Q1 2025 Added 10.82%
$87.5B
$6.5 Million 0.52% of portfolio
15,198
Q1 2025 Reduced 0.08%
$0
$6.16 Million 0.5% of portfolio
55,529
Q1 2025 Reduced 2.09%
$0
$6.06 Million 0.49% of portfolio
14,437
Q1 2025 Reduced 1.14%
$79.2B
$6.02 Million 0.48% of portfolio
4,354
Q1 2025 Added 32.02%
$0
$5.98 Million 0.48% of portfolio
132,156
Q1 2024 Reduced 4.38%
$334B
$5.79 Million 0.47% of portfolio
27,616
Q1 2025 Added 1.75%
$0
$5.44 Million 0.44% of portfolio
45,567
Q1 2025 Added 12.67%
$186B
$5.4 Million 0.43% of portfolio
10,912
Q1 2025 Added 0.2%
$437B
$5.4 Million 0.43% of portfolio
45,396
Q1 2025 Added 3.61%
$265B
$5.27 Million 0.42% of portfolio
60,077
Q1 2025 Added 5.48%
$0
$5.13 Million 0.41% of portfolio
44,053
Q4 2024 Reduced 0.36%
$280B
$4.92 Million 0.4% of portfolio
31,008
Q1 2025 Added 0.87%
$271B
$4.67 Million 0.38% of portfolio
75,700
Q1 2025 Reduced 2.27%
$272B
$4.68 Million 0.38% of portfolio
17,440
Q1 2025 Reduced 3.52%
$244B
$4.65 Million 0.37% of portfolio
18,713
Q1 2025 Added 0.95%
$224B
$4.43 Million 0.36% of portfolio
37,986
Q1 2025 Reduced 0.12%
$199B
$4.37 Million 0.35% of portfolio
154,443
Q1 2025 Reduced 0.07%
$183B
$4.25 Million 0.34% of portfolio
93,746
Q1 2025 Reduced 7.33%
$96.5B
$4.02 Million 0.32% of portfolio
15,159
Q1 2025 Reduced 8.9%
$99.8B
$3.89 Million 0.31% of portfolio
11,046
Q1 2025 Added 0.67%
$20.3B
$3.79 Million 0.31% of portfolio
104,149
Q1 2025 Reduced 0.85%
$374B
$3.84 Million 0.31% of portfolio
10,485
Q1 2025 Reduced 26.19%

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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