Frank, Rimerman Advisors LLC Reduced Holdings in Q1 2025

Frank, Rimerman Advisors LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-25.9K
- 5.26%
$106.98 - $149.43 $2.77M - $3.87M
467K $50.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-20.6K
- 4.66%
$192.82 - $222.1 $3.98M - $4.58M
422K $81.5M
GOOGL
Alphabet Inc.

Communication Services
-22.3K
- 9.76%
$154.33 - $206.19 $3.45M - $4.6M
206K $31.9M
AAPL
Apple Inc.

Technology
-4.43K
- 1.5%
$209.68 - $247.1 $929K - $1.09M
292K $64.8M
GOOG
Alphabet Inc.

Communication Services
-13K
- 8.35%
$156.06 - $207.71 $2.04M - $2.71M
143K $22.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-470
- 0.3%
$468.34 - $539.52 $220K - $254K
154K $72.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-764
- 2.24%
$222.15 - $428.22 $170K - $327K
33.3K $8.63M
IVE
Ishares S&P 500 Value ETF

ETFs
-26K
- 9.65%
$185.78 - $198.58 $4.84M - $5.17M
244K $46.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.78K
- 1.87%
$190.26 - $242.06 $528K - $672K
145K $27.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.73K
- 4.73%
$551.42 - $612.93 $2.06M - $2.29M
75.1K $42M
DOW
Dow Inc.

Basic Materials
-50.5K
- 48.83%
$34.36 - $41.92 $1.74M - $2.12M
53K $1.85M
VTI
Vanguard Total Stock Market Et

ETFs
-2.27K
- 2.18%
$271.18 - $303.12 $616K - $688K
102K $28M
HD
Home Depot, Inc.

Consumer Cyclical
-3.72K
- 26.19%
$347.25 - $424.87 $1.29M - $1.58M
10.5K $3.84M
ACN
Accenture PLC

Technology
-3.12K
- 22.95%
$300.91 - $398.25 $938K - $1.24M
10.5K $3.26M
ADBE
Adobe Inc.

Technology
-2.44K
- 27.05%
$377.84 - $464.11 $921K - $1.13M
6.57K $2.52M
UPS
United Parcel Service Inc

Industrials
-8.39K
- 28.51%
$109.66 - $136.26 $920K - $1.14M
21K $2.31M
ETN
Eaton Corp PLC

Industrials
-3.67K
- 57.15%
$271.83 - $371.23 $997K - $1.36M
2.75K $747K
CRM
Salesforce, Inc.

Technology
-637
- 3.52%
$268.36 - $359.95 $171K - $229K
17.4K $4.68M
AMAT
Applied Materials Inc

Technology
-6.87K
- 39.12%
$145.06 - $195.51 $996K - $1.34M
10.7K $1.55M
CDNS
Cadence Design Systems Inc

Technology
-3.83K
- 55.84%
$233.96 - $324.52 $897K - $1.24M
3.03K $770K
IWC
Russell Micro Cap ETF

ETFs
-1.19K
- 2.09%
$110.91 - $133.46 $132K - $158K
55.5K $6.16M
USB
Us Bancorp \De\

Financial Services
-22.9K
- 50.83%
$40.92 - $50.9 $938K - $1.17M
22.2K $935K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.76K
- 7.56%
$169.43 - $182.84 $806K - $869K
58.1K $10.1M
NOW
Service Now, Inc.

Technology
-40
- 1.18%
$783.83 - $1170.39 $31.4K - $46.8K
3.34K $2.66M
SWKS
Skyworks Solutions, Inc.

Technology
-8.62K
- 58.37%
$64.12 - $93.96 $553K - $810K
6.15K $397K
MCHP
Microchip Technology Inc

Technology
-13.2K
- 49.27%
$48.41 - $64.3 $640K - $850K
13.6K $658K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.4K
- 29.73%
$507.05 - $563.67 $710K - $790K
3.31K $1.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-140
- 32.04%
$4295.4 - $5141.88 $601K - $720K
297 $1.37M
MRK
Merck & Co., Inc.

Healthcare
-5.09K
- 22.17%
$83.01 - $101.02 $423K - $514K
17.9K $1.61M
NEE
Nextera Energy Inc

Utilities
-8.8K
- 30.24%
$66.96 - $76.16 $590K - $671K
20.3K $1.44M
BX
Blackstone Inc.

Financial Services
-1K
- 6.54%
$136.53 - $186.74 $137K - $187K
14.3K $2M
UNH
Unitedhealth Group Inc

Healthcare
-1.69K
- 10.0%
$461.52 - $548.18 $778K - $924K
15.2K $7.95M
MRVL
Marvell Technology, Inc.

Technology
-2.61K
- 31.1%
$61.57 - $126.06 $161K - $329K
5.78K $356K
VB
Vanguard Small Cap ETF

ETFs
-1.13K
- 7.26%
$217.89 - $252.64 $246K - $285K
14.4K $3.2M
DHR
Danaher Corp

Healthcare
-291
- 1.72%
$201.62 - $250.59 $58.7K - $72.9K
16.6K $3.41M
TECK
Teck Resources LTD

Basic Materials
-891
- 0.85%
$36.43 - $43.86 $32.5K - $39.1K
104K $3.79M
CCI
Crown Castle International Corp

Real Estate
-5.14K
- 57.9%
$84.33 - $106.39 $433K - $547K
3.74K $389K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-10.1K
- 28.0%
$45.62 - $51.12 $459K - $514K
25.8K $1.32M
DIS
Walt Disney CO

Communication Services
-1.57K
- 8.46%
$96.87 - $114.0 $152K - $179K
17K $1.68M
NVO
Novo Nordisk A S

Healthcare
-199
- 0.92%
$69.3 - $90.95 $13.8K - $18.1K
21.4K $1.49M
KKR
Kkr & Co. Inc.

Financial Services
-1.81K
- 37.14%
$108.17 - $167.07 $196K - $302K
3.06K $354K
VICI
Vici Properties Inc.

Real Estate
-15.2K
- 37.23%
$28.21 - $32.68 $429K - $497K
25.6K $836K
MS
Morgan Stanley

Financial Services
-45
- 0.12%
$111.68 - $141.08 $5.03K - $6.35K
38K $4.43M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-11.1K
- 8.05%
$28.55 - $29.09 $316K - $322K
126K $3.65M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-225
- 1.93%
$65.15 - $91.81 $14.7K - $20.7K
11.5K $747K
AFG
American Financial Group Inc

Financial Services
-1.6K
- 25.04%
$119.82 - $138.45 $192K - $222K
4.79K $629K
UAL
United Airlines Holdings, Inc.

Industrials
-1.05K
- 17.18%
$69.05 - $110.52 $72.5K - $116K
5.06K $349K
CMCSA
Comcast Corp

Communication Services
-5.84K
- 12.83%
$33.19 - $38.23 $194K - $223K
39.7K $1.46M
TGT
Target Corp

Consumer Defensive
-392
- 6.12%
$103.65 - $142.5 $40.6K - $55.9K
6.02K $628K
Activity Summary
Buys All Purchases 269 New Holdings 43 Increased Positions 226 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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