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
$66.1B
$2.17 Million 0.17% of portfolio
6,292
Q1 2025 Added 0.64%
$146B
$2.12 Million 0.17% of portfolio
5,698
Q1 2025 Reduced 3.88%
$32.4B
$2.1 Million 0.17% of portfolio
82,811
Q1 2025 Reduced 0.31%
$131B
$2.01 Million 0.16% of portfolio
6,568
Q1 2025 Reduced 5.29%
$101B
$2 Million 0.16% of portfolio
14,341
Q1 2025 Reduced 6.54%
$70B
$1.98 Million 0.16% of portfolio
15,252
Q1 2025 Added 1.44%
$313B
$1.99 Million 0.16% of portfolio
27,767
Q1 2025 Added 10.05%
$97.7B
$1.9 Million 0.15% of portfolio
5,630
Q1 2025 Reduced 0.46%
$156B
$1.92 Million 0.15% of portfolio
4,099
Q1 2025 Added 3.33%
$121B
$1.87 Million 0.15% of portfolio
2,756
Q1 2025 Added 44.67%
$21.6B
$1.85 Million 0.15% of portfolio
52,963
Q1 2025 Reduced 48.83%
$24.5B
$1.68 Million 0.14% of portfolio
21,638
Q1 2025 Added 3.8%
$0
$1.7 Million 0.14% of portfolio
3,312
Q1 2025 Reduced 29.73%
$189B
$1.76 Million 0.14% of portfolio
5,329
Q1 2025 Added 2.68%
$124B
$1.79 Million 0.14% of portfolio
20,595
Q1 2025 Added 32.85%
$116B
$1.72 Million 0.14% of portfolio
3,550
Q1 2025 Added 8.5%
$92.2B
$1.7 Million 0.14% of portfolio
24,990
Q1 2025 Reduced 2.77%
$55B
$1.72 Million 0.14% of portfolio
26,229
Q1 2025 Added 63.41%
$97.2B
$1.69 Million 0.14% of portfolio
18,385
Q1 2025 Added 1.68%
$8.8B
$1.73 Million 0.14% of portfolio
96,367
Q1 2025 Reduced 1.71%
$99.4B
$1.72 Million 0.14% of portfolio
17,496
Q1 2025 Added 4.15%
$216B
$1.68 Million 0.14% of portfolio
17,012
Q1 2025 Reduced 8.46%
$91B
$1.58 Million 0.13% of portfolio
3,641
Q1 2025 Added 21.45%
$206B
$1.61 Million 0.13% of portfolio
17,882
Q1 2025 Reduced 22.17%
$295B
$1.65 Million 0.13% of portfolio
6,184
Q1 2025 Reduced 1.02%
$0
$1.59 Million 0.13% of portfolio
19,460
Q2 2024 Reduced 2.51%
$0
$1.66 Million 0.13% of portfolio
8,399
Q1 2025 Added 37.15%
$69.9B
$1.57 Million 0.13% of portfolio
10,225
Q1 2025 Added 6.3%
$143B
$1.44 Million 0.12% of portfolio
20,307
Q1 2025 Reduced 30.24%
$0
$1.49 Million 0.12% of portfolio
18,976
Q1 2025 Reduced 0.41%
$152B
$1.48 Million 0.12% of portfolio
7,008
Q1 2025 Reduced 6.22%
$78.3B
$1.45 Million 0.12% of portfolio
5,977
Q1 2025 Added 2.91%
$121B
$1.53 Million 0.12% of portfolio
786
Q1 2025 Added 2.08%
$129B
$1.45 Million 0.12% of portfolio
29,836
Q1 2025 Reduced 8.52%
$149B
$1.55 Million 0.12% of portfolio
10,690
Q1 2025 Reduced 39.12%
$64.6B
$1.48 Million 0.12% of portfolio
13,350
Q1 2025 Added 5.13%
$179B
$1.49 Million 0.12% of portfolio
21,442
Q1 2025 Reduced 0.92%
$182B
$1.49 Million 0.12% of portfolio
9,909
Q1 2025 Added 0.14%
$157B
$1.46 Million 0.12% of portfolio
39,679
Q1 2025 Reduced 12.83%
$179B
$1.44 Million 0.12% of portfolio
9,356
Q1 2025 Added 0.57%
$36.5B
$1.5 Million 0.12% of portfolio
15,135
Q1 2025 Reduced 2.85%
$58.6B
$1.5 Million 0.12% of portfolio
8,814
Q1 2025 Reduced 6.16%
$218B
$1.37 Million 0.11% of portfolio
297
Q1 2025 Reduced 32.04%
$40.3B
$1.38 Million 0.11% of portfolio
6,357
Q4 2024 Added 2.01%
$12.3B
$1.32 Million 0.11% of portfolio
25,844
Q1 2025 Reduced 28.0%
$140B
$1.4 Million 0.11% of portfolio
5,988
Q1 2025 Reduced 1.84%
$70.5B
$1.42 Million 0.11% of portfolio
372
Q1 2025 Added 1.36%
$32.6B
$1.36 Million 0.11% of portfolio
44,720
Q1 2025 New
$0
$1.41 Million 0.11% of portfolio
4,428
Q1 2025 Added 202.67%

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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