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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$8.8B
$1.73 Million 0.14% of portfolio
96,367
Q1 2025 Reduced 1.71%
$6.26B
$1.12 Million 0.09% of portfolio
56,889
Q1 2025 Reduced 12.0%
$6.09B
$1.1 Million 0.09% of portfolio
30,436
Q1 2025 Reduced 0.53%
$5.76B
$959,000 0.08% of portfolio
670
Q1 2025 Reduced 0.3%
$5B
$816,000 0.07% of portfolio
27,387
Q4 2024 Reduced 0.01%
$2.11B
$770,000 0.06% of portfolio
13,308
Q1 2025 New
$8.43B
$758,000 0.06% of portfolio
37,870
Q1 2025 Added 103.18%
$2.64B
$724,000 0.06% of portfolio
54,963
Q1 2025 Reduced 0.99%
$6.54B
$615,000 0.05% of portfolio
12,594
Q1 2025 Reduced 13.36%
$3.45B
$652,000 0.05% of portfolio
13,757
Q1 2025 Added 38.65%
$8.61B
$513,000 0.04% of portfolio
13,480
Q1 2025 Reduced 21.5%
$4.6B
$350,000 0.03% of portfolio
182
Q1 2025 Added 2.82%
$5.08B
$328,000 0.03% of portfolio
34,253
Q1 2025 Added 106.01%
$5.68B
$426,000 0.03% of portfolio
1,753
Q1 2025 Reduced 1.3%
$3.66B
$351,000 0.03% of portfolio
1,218
Q1 2025 Reduced 4.62%
$2.34B
$397,000 0.03% of portfolio
25,171
Q1 2025 New
$2.31B
$227,000 0.02% of portfolio
16,093
Q4 2024 Reduced 0.1%
$5.71B
$309,000 0.02% of portfolio
5,620
Q1 2025 Reduced 0.35%
$5.55B
$238,000 0.02% of portfolio
5,657
Q1 2025 Reduced 12.86%
$9.82B
$197,000 0.02% of portfolio
17,682
Q1 2025 Added 6.6%
$8.92B
$239,000 0.02% of portfolio
1,175
Q1 2025 New
$9.24B
$263,000 0.02% of portfolio
9,718
Q1 2025 Reduced 30.16%
$3.73B
$249,000 0.02% of portfolio
20,127
Q1 2025 Added 26.77%
$4.43B
$214,000 0.02% of portfolio
2,045
Q1 2025 New
$4.11B
$229,000 0.02% of portfolio
13,139
Q2 2024 New
$4.9B
$201,000 0.02% of portfolio
3,690
Q1 2025 New
$8.56B
$269,000 0.02% of portfolio
1,709
Q1 2025 Added 3.83%
$9.26B
$280,000 0.02% of portfolio
8,943
Q3 2024 Added 0.1%
$9.8B
$266,000 0.02% of portfolio
6,251
Q1 2025 Reduced 22.23%
$7.6B
$252,000 0.02% of portfolio
4,054
Q1 2025 Added 1.53%
$7.54B
$136,000 0.01% of portfolio
10,991
Q1 2025 New
$5.05B
$171,000 0.01% of portfolio
11,263
Q1 2025 New
$2.76B
$92,000 0.01% of portfolio
15,407
Q1 2025 Reduced 15.1%

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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