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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33B
$3.67 Million 0.3% of portfolio
37,717
Q1 2025 Added 1.83%
$138B
$3.67 Million 0.3% of portfolio
32,764
Q1 2025 Added 1.38%
$36.5B
$3.74 Million 0.3% of portfolio
39,145
Q1 2025 Added 0.82%
$221B
$3.64 Million 0.29% of portfolio
11,642
Q1 2025 Reduced 1.54%
$264B
$3.62 Million 0.29% of portfolio
18,090
Q1 2025 Added 16.75%
$281B
$3.59 Million 0.29% of portfolio
21,469
Q1 2025 Reduced 5.65%
$136B
$3.56 Million 0.29% of portfolio
140,593
Q1 2025 Added 535.53%
$0
$3.65 Million 0.29% of portfolio
126,485
Q1 2025 Reduced 8.05%
$105B
$3.51 Million 0.28% of portfolio
58,500
Q1 2025 Reduced 13.12%
$224B
$3.32 Million 0.27% of portfolio
12,346
Q1 2025 Added 1.41%
$147B
$3.41 Million 0.27% of portfolio
16,616
Q1 2025 Reduced 1.72%
$0
$3.19 Million 0.26% of portfolio
29,313
Q4 2024 Added 3.96%
$177B
$3.22 Million 0.26% of portfolio
16,539
Q1 2025 Added 47.22%
$202B
$3.26 Million 0.26% of portfolio
10,459
Q1 2025 Reduced 22.95%
$0
$3.2 Million 0.26% of portfolio
14,437
Q1 2025 Reduced 7.26%
$479B
$3.22 Million 0.26% of portfolio
23,032
Q1 2025 Added 0.06%
$199B
$3.22 Million 0.26% of portfolio
31,381
Q1 2025 Added 44.76%
$0
$3.14 Million 0.25% of portfolio
5,593
Q1 2025 Reduced 0.29%
$139B
$3.15 Million 0.25% of portfolio
13,325
Q1 2025 Reduced 3.61%
$0
$2.93 Million 0.24% of portfolio
8,111
Q4 2020 Reduced 3.18%
$362B
$2.95 Million 0.24% of portfolio
70,730
Q1 2025 Added 8.58%
$167B
$2.82 Million 0.23% of portfolio
5,544
Q1 2025 Reduced 1.77%
$28.5B
$2.72 Million 0.22% of portfolio
26,596
Q2 2024 New
$116B
$2.74 Million 0.22% of portfolio
86,915
Q2 2024 New
$0
$2.73 Million 0.22% of portfolio
37,158
Q1 2025 Added 3.49%
$106B
$2.55 Million 0.21% of portfolio
41,863
Q1 2025 Added 1.17%
$157B
$2.58 Million 0.21% of portfolio
8,270
Q1 2025 Added 79.24%
$204B
$2.66 Million 0.21% of portfolio
3,341
Q1 2025 Reduced 1.18%
$162B
$2.45 Million 0.2% of portfolio
4,925
Q1 2025 Added 2.16%
$193B
$2.52 Million 0.2% of portfolio
6,573
Q1 2025 Reduced 27.05%
$215B
$2.45 Million 0.2% of portfolio
3,996
Q1 2025 Added 11.78%
$120B
$2.52 Million 0.2% of portfolio
12,509
Q1 2025 Added 75.76%
$155B
$2.55 Million 0.2% of portfolio
8,999
Q1 2025 Added 3.6%
$0
$2.52 Million 0.2% of portfolio
27,828
Q1 2025 Reduced 5.1%
$261B
$2.53 Million 0.2% of portfolio
29,943
Q1 2025 Added 5.95%
$312B
$2.36 Million 0.19% of portfolio
3,568
Q1 2025 Reduced 0.59%
$235B
$2.31 Million 0.19% of portfolio
17,442
Q1 2025 Reduced 3.54%
$105B
$2.38 Million 0.19% of portfolio
6,899
Q1 2025 Added 4.03%
$74.7B
$2.31 Million 0.19% of portfolio
21,026
Q1 2025 Reduced 28.51%
$0
$2.38 Million 0.19% of portfolio
27,959
Q1 2025 Reduced 2.61%
$86.2B
$2.36 Million 0.19% of portfolio
3,880
Q1 2025 Added 0.78%
$0
$2.39 Million 0.19% of portfolio
38,533
Q3 2024 Added 0.44%
$0
$2.32 Million 0.19% of portfolio
8,959
Q1 2025 Reduced 4.74%
$56B
$2.26 Million 0.18% of portfolio
14,622
Q1 2025 Added 1.73%
$386B
$2.23 Million 0.18% of portfolio
13,103
Q1 2025 Added 7.09%
$0
$2.18 Million 0.18% of portfolio
27,673
Q1 2025 Reduced 2.09%
$0
$2.07 Million 0.17% of portfolio
33,699
Q1 2025 Reduced 4.15%
$35.4B
$2.1 Million 0.17% of portfolio
36,274
Q1 2025 Reduced 14.37%
$142B
$2.13 Million 0.17% of portfolio
21,092
Q1 2025 Added 2.53%

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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