Frank, Rimerman Advisors LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 527 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 $88.9M, Invesco Qqq Trust, Series 1 with a value of $76.1M, Apple Inc. with a value of $75.8M, Nvidia Corp with a value of $60.2M, and Microsoft Corp with a value of $57.5M.
Examining the 13F form we can see an decrease of $4.96M in the current position value, from $1.4B 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: $402 Million
Technology: $357 Million
Communication Services: $152 Million
Healthcare: $105 Million
Financial Services: $101 Million
Consumer Cyclical: $82 Million
Industrials: $71.4 Million
Consumer Defensive: $40.8 Million
Other: $83.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more