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
$22.6B
$1.33 Million 0.11% of portfolio
6,469
Q1 2025 Added 4.9%
$61.5B
$1.4 Million 0.11% of portfolio
48,943
Q1 2025 Added 0.78%
$0
$1.39 Million 0.11% of portfolio
4,535
Q2 2023 New
$72.8B
$1.35 Million 0.11% of portfolio
3,384
Q1 2025 Added 3.84%
$88.9B
$1.41 Million 0.11% of portfolio
3,035
Q1 2025 Added 1.74%
$71.8B
$1.36 Million 0.11% of portfolio
22,721
Q1 2025 Added 1.26%
$52.7B
$1.3 Million 0.1% of portfolio
7,825
Q1 2025 Reduced 2.57%
$13.1B
$1.22 Million 0.1% of portfolio
19,309
Q1 2025 Added 160.79%
$80.5B
$1.29 Million 0.1% of portfolio
13,388
Q1 2025 Added 4.44%
$0
$1.22 Million 0.1% of portfolio
6,714
Q1 2025 Added 0.07%
$119B
$1.28 Million 0.1% of portfolio
4,223
Q1 2025 Added 0.81%
$93.5B
$1.19 Million 0.1% of portfolio
3,395
Q1 2025 Added 3.38%
$0
$1.25 Million 0.1% of portfolio
16,379
Q4 2024 Added 86.49%
$54B
$1.25 Million 0.1% of portfolio
30,475
Q1 2025 Added 3.49%
$160B
$1.29 Million 0.1% of portfolio
16,534
Q1 2025 Added 17.58%
$210B
$1.23 Million 0.1% of portfolio
2,252
Q1 2025 Added 4.4%
$171B
$1.24 Million 0.1% of portfolio
17,070
Q1 2025 Added 99.0%
$146B
$1.24 Million 0.1% of portfolio
10,212
Q1 2025 Reduced 7.95%
$6.26B
$1.12 Million 0.09% of portfolio
56,889
Q1 2025 Reduced 12.0%
$0
$1.1 Million 0.09% of portfolio
6,193
Q4 2024 Reduced 1.68%
$46.1B
$1.1 Million 0.09% of portfolio
3,495
Q1 2025 Reduced 1.85%
$50.8B
$1.13 Million 0.09% of portfolio
4,852
Q1 2025 Reduced 2.39%
$44.6B
$1.16 Million 0.09% of portfolio
2,047
Q1 2025 Added 1.44%
$53.1B
$1.1 Million 0.09% of portfolio
4,488
Q1 2025 Reduced 4.87%
$0
$1.07 Million 0.09% of portfolio
18,751
Q1 2025 Added 85.51%
$6.09B
$1.1 Million 0.09% of portfolio
30,436
Q1 2025 Reduced 0.53%
$19.2B
$1.09 Million 0.09% of portfolio
18,546
Q1 2025 Added 471.7%
$77.1B
$1.12 Million 0.09% of portfolio
2,612
Q1 2025 Added 3.12%
$356B
$1.15 Million 0.09% of portfolio
4,282
Q4 2024 Reduced 64.61%
$72.7B
$1.08 Million 0.09% of portfolio
12,908
Q3 2024 Added 1.11%
$75.2B
$1.05 Million 0.08% of portfolio
2,047
Q1 2025 Added 5.95%
$151B
$1.01 Million 0.08% of portfolio
14,164
Q1 2025 Added 4.92%
$5.76B
$959,000 0.08% of portfolio
670
Q1 2025 Reduced 0.3%
$99.9B
$997,000 0.08% of portfolio
4,585
Q1 2025 Added 5.35%
$46.3B
$946,000 0.08% of portfolio
16,887
Q1 2025 Reduced 2.33%
$0
$980,000 0.08% of portfolio
2,643
Q4 2024 Reduced 0.94%
$52.3B
$1.01 Million 0.08% of portfolio
9,279
Q1 2025 Added 12.02%
$116B
$984,000 0.08% of portfolio
9,379
Q1 2025 Reduced 9.4%
$76.5B
$1.05 Million 0.08% of portfolio
4,237
Q1 2025 Reduced 2.66%
$89.6B
$1.02 Million 0.08% of portfolio
8,368
Q1 2025 Added 0.31%
$10.2B
$1.04 Million 0.08% of portfolio
10,749
Q3 2024 Reduced 0.09%
$0
$1.05 Million 0.08% of portfolio
1,962
Q1 2025 Reduced 6.35%
$13.9B
$949,000 0.08% of portfolio
11,252
Q2 2024 New
$26.5B
$1.03 Million 0.08% of portfolio
4,977
Q1 2025 Added 1.63%
$67.2B
$935,000 0.08% of portfolio
22,162
Q1 2025 Reduced 50.83%
$95.7B
$952,000 0.08% of portfolio
2,896
Q1 2025 Added 17.15%
$79.5B
$1.04 Million 0.08% of portfolio
8,327
Q1 2025 Reduced 6.49%
$238B
$880,000 0.07% of portfolio
15,334
Q4 2024 Reduced 74.68%
$15.1B
$884,000 0.07% of portfolio
5,959
Q1 2025 Added 0.12%

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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