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 Market Cap. of $200 Billions or more
