Frank, Rimerman Advisors LLC Portfolio Holdings

Frank, Rimerman Advisors LLC

  • $1.36 Billion
  • Q4 2024

Frank, Rimerman Advisors LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 518 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 $93.2M, Invesco Qqq Trust, Series 1 with a value of $79.1M, Apple Inc. with a value of $74.2M, Nvidia Corp with a value of $66.1M, and Netflix Inc with a value of $52M.

Examining the 13F form we can see an decrease of $33.9M in the current position value, from $1.4B to 1.36B.

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 $1.36 Billion
ETFs: $412 Million
Technology: $346 Million
Communication Services: $164 Million
Financial Services: $103 Million
Consumer Cyclical: $86.7 Million
Healthcare: $79.8 Million
Industrials: $63.9 Million
Consumer Defensive: $33.1 Million
Other: $72.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.38B
$1.07 Million 0.08% of portfolio
10,749
Q3 2024 Reduced 0.09%
$142B
$1.04 Million 0.08% of portfolio
14,062
Q4 2024 Reduced 0.05%
$77.1B
$960,000 0.07% of portfolio
3,442
Q4 2024 Reduced 49.68%
$67.5B
$991,000 0.07% of portfolio
12,908
Q3 2024 Added 1.11%
$14.1B
$1.01 Million 0.07% of portfolio
107,267
Q4 2024 Reduced 1.03%
$97.4B
$915,000 0.07% of portfolio
6,144
Q4 2024 Added 28.19%
$52.6B
$952,000 0.07% of portfolio
1,789
Q4 2024 Added 4.93%
$60B
$927,000 0.07% of portfolio
8,395
Q4 2024 Added 184.77%
$14.5B
$926,000 0.07% of portfolio
11,252
Q2 2024 New
$75.5B
$906,000 0.07% of portfolio
1,932
Q4 2024 Reduced 0.26%
$24.5B
$914,000 0.07% of portfolio
4,897
Q4 2024 Added 6.48%
$91.7B
$898,000 0.07% of portfolio
8,342
Q4 2024 Added 8.0%
$139B
$950,000 0.07% of portfolio
13,500
Q4 2024 Added 7.07%
$81.2B
$997,000 0.07% of portfolio
11,688
Q4 2024 Added 4.53%
$76B
$916,000 0.07% of portfolio
972
Q4 2024 Added 0.93%
$38.4B
$973,000 0.07% of portfolio
3,080
Q4 2024 Added 0.82%
$45.4B
$931,000 0.07% of portfolio
17,289
Q4 2024 Added 3.6%
$70.5B
$875,000 0.06% of portfolio
1,895
Q4 2024 Added 0.05%
$25.4B
$845,000 0.06% of portfolio
4,775
Q4 2024 Added 1.38%
$2.28B
$876,000 0.06% of portfolio
55,513
Q4 2024 Added 60.1%
$3.25B
$764,000 0.06% of portfolio
46,907
Q4 2024 Added 258.4%
$15.8B
$779,000 0.06% of portfolio
5,952
Q4 2024 Reduced 34.87%
$100B
$846,000 0.06% of portfolio
8,005
Q4 2024 Added 0.1%
$115B
$762,000 0.06% of portfolio
3,590
Q4 2024 Reduced 0.11%
$54B
$763,000 0.06% of portfolio
8,283
Q4 2024 Added 6.4%
$10.6B
$874,000 0.06% of portfolio
6,390
Q4 2024 Reduced 37.33%
$101B
$798,000 0.06% of portfolio
4,352
Q4 2024 Added 6.2%
$231B
$758,000 0.06% of portfolio
15,334
Q4 2024 Reduced 74.68%
$84.1B
$796,000 0.06% of portfolio
672
Q4 2024 Added 14.87%
$6.24B
$757,000 0.06% of portfolio
14,536
Q4 2024 Added 15.08%
$46.1B
$805,000 0.06% of portfolio
8,875
Q4 2024 Reduced 10.29%
$76.3B
$879,000 0.06% of portfolio
5,397
Q4 2024 Added 5.37%
$62.2B
$774,000 0.06% of portfolio
23,997
Q4 2024 Added 6.13%
$41.3B
$778,000 0.06% of portfolio
75,175
Q2 2022 Added 18.34%
$58.4B
$774,000 0.06% of portfolio
2,259
Q4 2024 Reduced 11.13%
$47.9B
$866,000 0.06% of portfolio
6,410
Q4 2024 Reduced 32.15%
$232B
$835,000 0.06% of portfolio
12,748
Q4 2024 Added 30.67%
$43.2B
$793,000 0.06% of portfolio
4,473
Q4 2024 Reduced 4.75%
$17.9B
$642,000 0.05% of portfolio
5,949
Q3 2024 Reduced 0.27%
$60.7B
$683,000 0.05% of portfolio
1,315
Q4 2024 Added 38.13%
$3.55B
$622,000 0.05% of portfolio
9,922
Q3 2024 Reduced 1.18%
$195B
$720,000 0.05% of portfolio
6,229
Q4 2024 Added 9.32%
$4.65B
$687,000 0.05% of portfolio
1,592
Q3 2024 New
$96.6B
$682,000 0.05% of portfolio
2,472
Q4 2024 Reduced 48.66%
$41.2B
$745,000 0.05% of portfolio
10,865
Q4 2024 Added 0.85%
$60.2B
$716,000 0.05% of portfolio
2,973
Q4 2024 Added 0.03%
$28.2B
$711,000 0.05% of portfolio
4,343
Q4 2024 Reduced 31.4%
$16.5B
$675,000 0.05% of portfolio
1,426
Q3 2024 Reduced 2.46%
$100B
$720,000 0.05% of portfolio
4,874
Q4 2024 Added 72.9%

Summary

  • Portfolio
  • No. of Stocks 518
  • Current Value $1.36 Billion
  • Prior Value $1.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 254 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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