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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$2.14 Million 0.16% of portfolio
28,261
Q4 2024 Reduced 4.52%
$76.9B
$2.09 Million 0.15% of portfolio
5,656
Q4 2024 Added 0.96%
$229B
$2.05 Million 0.15% of portfolio
18,082
Q4 2024 Added 14.13%
$125B
$2.03 Million 0.15% of portfolio
6,935
Q4 2024 Added 9.11%
$138B
$2.09 Million 0.15% of portfolio
29,111
Q4 2024 Reduced 7.67%
$98.2B
$1.99 Million 0.15% of portfolio
6,632
Q4 2024 Reduced 1.97%
$163B
$2.08 Million 0.15% of portfolio
8,686
Q4 2024 Added 14.79%
$54.4B
$2.02 Million 0.15% of portfolio
14,373
Q4 2024 Added 2.69%
$179B
$2.07 Million 0.15% of portfolio
18,584
Q4 2024 Added 12.45%
$70.4B
$2.06 Million 0.15% of portfolio
6,863
Q4 2024 Reduced 0.33%
$398B
$2.05 Million 0.15% of portfolio
12,236
Q4 2024 Reduced 52.42%
$156B
$1.86 Million 0.14% of portfolio
21,641
Q4 2024 Reduced 49.74%
$174B
$1.88 Million 0.14% of portfolio
5,190
Q4 2024 Reduced 54.8%
$51.7B
$1.71 Million 0.13% of portfolio
9,393
Q4 2024 Added 129.32%
$142B
$1.84 Million 0.13% of portfolio
20,571
Q4 2024 Added 1.47%
$31.1B
$1.76 Million 0.13% of portfolio
83,071
Q4 2024 Added 178.44%
$71.7B
$1.77 Million 0.13% of portfolio
6,252
Q4 2024 Added 3.22%
$161B
$1.71 Million 0.13% of portfolio
45,517
Q4 2024 Reduced 30.31%
$124B
$1.59 Million 0.12% of portfolio
32,614
Q4 2024 Added 7.21%
$304B
$1.57 Million 0.12% of portfolio
25,232
Q4 2024 Reduced 30.39%
$140B
$1.68 Million 0.12% of portfolio
3,967
Q4 2024 Added 3.58%
$141B
$1.69 Million 0.12% of portfolio
7,473
Q4 2024 Added 23.93%
$53.9B
$1.64 Million 0.12% of portfolio
15,035
Q4 2024 Added 0.67%
$26.9B
$1.54 Million 0.11% of portfolio
26,818
Q4 2024 Added 57.89%
$206B
$1.5 Million 0.11% of portfolio
9,895
Q4 2024 Reduced 13.17%
$0
$1.46 Million 0.11% of portfolio
4,535
Q2 2023 New
$43.6B
$1.5 Million 0.11% of portfolio
20,846
Q4 2024 Added 1.55%
$0
$1.47 Million 0.11% of portfolio
19,460
Q2 2024 Reduced 2.51%
$268B
$1.44 Million 0.11% of portfolio
20,532
Q4 2024 Added 2.24%
$104B
$1.51 Million 0.11% of portfolio
7,117
Q4 2024 Reduced 7.05%
$92.8B
$1.54 Million 0.11% of portfolio
25,702
Q4 2024 Added 11.75%
$8.58B
$1.48 Million 0.11% of portfolio
98,046
Q4 2024 Added 87.04%
$142B
$1.51 Million 0.11% of portfolio
6,100
Q4 2024 Added 1.45%
$44B
$1.56 Million 0.11% of portfolio
15,579
Q4 2024 Added 0.21%
$0
$1.47 Million 0.11% of portfolio
19,055
Q4 2024 Reduced 1.98%
$112B
$1.53 Million 0.11% of portfolio
16,799
Q4 2024 Added 0.81%
$99.2B
$1.49 Million 0.11% of portfolio
18,081
Q4 2024 Added 0.02%
$103B
$1.31 Million 0.1% of portfolio
770
Q4 2024 Added 1.85%
$69.4B
$1.31 Million 0.1% of portfolio
12,698
Q4 2024 Reduced 0.26%
$63.8B
$1.33 Million 0.1% of portfolio
48,565
Q4 2024 Added 2.0%
$41B
$1.31 Million 0.1% of portfolio
6,357
Q4 2024 Added 2.01%
$84.5B
$1.41 Million 0.1% of portfolio
2,983
Q4 2024 Reduced 30.61%
$53.8B
$1.38 Million 0.1% of portfolio
8,031
Q4 2024 Added 2.65%
$330B
$1.38 Million 0.1% of portfolio
6,248
Q4 2024 Added 8.55%
$172B
$1.43 Million 0.1% of portfolio
9,303
Q4 2024 Reduced 38.12%
$0
$1.37 Million 0.1% of portfolio
6,124
Q3 2024 Added 0.91%
$137B
$1.34 Million 0.1% of portfolio
11,094
Q4 2024 Reduced 5.14%
$10.3B
$1.31 Million 0.1% of portfolio
14,767
Q4 2024 Added 134.81%
$5.96B
$1.3 Million 0.1% of portfolio
30,599
Q3 2024 Added 27.0%

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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