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
$46.8B
$639,000 0.05% of portfolio
9,441
Q1 2025 Added 10.6%
$42.7B
$590,000 0.05% of portfolio
4,517
Q1 2025 Added 3.7%
$42.3B
$672,000 0.05% of portfolio
8,869
Q1 2025 Reduced 2.26%
$46.4B
$628,000 0.05% of portfolio
6,018
Q1 2025 Reduced 6.12%
$76.7B
$610,000 0.05% of portfolio
6,515
Q1 2025 Added 12.04%
$51.1B
$664,000 0.05% of portfolio
4,634
Q1 2025 Added 3.6%
$6.54B
$615,000 0.05% of portfolio
12,594
Q1 2025 Reduced 13.36%
$56.1B
$579,000 0.05% of portfolio
914
Q1 2025 Added 74.43%
$20.9B
$660,000 0.05% of portfolio
30,391
Q1 2025 Reduced 3.6%
$86.3B
$650,000 0.05% of portfolio
6,318
Q2 2024 New
$76.8B
$598,000 0.05% of portfolio
2,362
Q1 2025 Added 16.35%
$33.2B
$610,000 0.05% of portfolio
10,428
Q1 2025 Reduced 0.67%
$38.4B
$658,000 0.05% of portfolio
13,605
Q1 2025 Reduced 49.27%
$72.5B
$573,000 0.05% of portfolio
3,264
Q1 2025 Reduced 10.21%
$117B
$655,000 0.05% of portfolio
7,294
Q1 2025 Added 83.36%
$42.8B
$630,000 0.05% of portfolio
13,767
Q1 2025 Added 10.21%
$0
$672,000 0.05% of portfolio
8,884
Q1 2025 New
$0
$626,000 0.05% of portfolio
11,685
Q1 2025 Reduced 2.17%
$129B
$612,000 0.05% of portfolio
3,589
Q1 2025 Added 15.59%
$53.1B
$674,000 0.05% of portfolio
3,257
Q1 2025 Added 2.65%
$76.2B
$572,000 0.05% of portfolio
2,099
Q1 2025 Added 19.87%
$53.2B
$573,000 0.05% of portfolio
9,729
Q1 2025 New
$30.1B
$593,000 0.05% of portfolio
1,876
Q1 2025 Added 12.2%
$90.7B
$584,000 0.05% of portfolio
25,745
Q1 2025 Added 23.63%
$10.5B
$629,000 0.05% of portfolio
4,790
Q1 2025 Reduced 25.04%
$11.3B
$627,000 0.05% of portfolio
16,944
Q3 2024 Reduced 0.52%
$41B
$633,000 0.05% of portfolio
4,027
Q1 2025 Added 1.44%
$20.6B
$582,000 0.05% of portfolio
5,949
Q3 2024 Reduced 0.27%
$3.45B
$652,000 0.05% of portfolio
13,757
Q1 2025 Added 38.65%
$77.1B
$574,000 0.05% of portfolio
3,205
Q1 2025 Added 4.5%
$62.5B
$622,000 0.05% of portfolio
2,111
Q1 2025 Added 17.08%
$0
$437,000 0.04% of portfolio
5,356
Q1 2023 New
$41.3B
$471,000 0.04% of portfolio
2,737
Q1 2025 Added 1.45%
$22.3B
$471,000 0.04% of portfolio
5,364
Q1 2025 Reduced 4.2%
$69.9B
$511,000 0.04% of portfolio
2,488
Q1 2025 Added 34.78%
$27.4B
$464,000 0.04% of portfolio
393
Q1 2025 Reduced 3.68%
$29.3B
$511,000 0.04% of portfolio
5,607
Q1 2025 Added 8.94%
$46.9B
$451,000 0.04% of portfolio
6,234
Q1 2025 Reduced 7.86%
$18.4B
$489,000 0.04% of portfolio
1,277
Q3 2024 Reduced 51.63%
$75.1B
$507,000 0.04% of portfolio
4,630
Q1 2025 Added 46.06%
$40.9B
$469,000 0.04% of portfolio
3,248
Q1 2025 Added 13.29%
$41.7B
$479,000 0.04% of portfolio
9,929
Q1 2025 Added 23.17%
$10.2B
$463,000 0.04% of portfolio
24,428
Q1 2025 Reduced 17.04%
$0
$476,000 0.04% of portfolio
11,002
Q1 2023 New
$57.1B
$555,000 0.04% of portfolio
4,501
Q1 2025 Added 18.39%
$24.8B
$452,000 0.04% of portfolio
12,534
Q1 2025 Added 11.2%
$55.3B
$534,000 0.04% of portfolio
4,471
Q1 2025 Added 5.05%
$54.7B
$547,000 0.04% of portfolio
3,206
Q1 2025 Added 2.4%
$8.61B
$513,000 0.04% of portfolio
13,480
Q1 2025 Reduced 21.5%

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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