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
$144B
$3.88 Million 0.29% of portfolio
16,907
Q4 2024 Reduced 0.83%
$177B
$4.01 Million 0.29% of portfolio
9,010
Q4 2024 Added 60.98%
$403B
$3.84 Million 0.28% of portfolio
23,019
Q4 2024 Reduced 8.54%
$95.3B
$3.75 Million 0.28% of portfolio
10,972
Q4 2024 Added 19.48%
$31.1B
$3.85 Million 0.28% of portfolio
37,040
Q4 2024 Added 1.4%
$102B
$3.86 Million 0.28% of portfolio
16,640
Q4 2024 Added 11.7%
$69.7B
$3.71 Million 0.27% of portfolio
29,412
Q4 2024 Added 69.87%
$208B
$3.61 Million 0.27% of portfolio
12,174
Q4 2024 Added 0.77%
$268B
$3.7 Million 0.27% of portfolio
30,741
Q4 2024 Added 0.28%
$0
$3.74 Million 0.27% of portfolio
15,567
Q4 2024 Added 15.51%
$198B
$3.58 Million 0.26% of portfolio
3,381
Q4 2024 Added 0.9%
$196B
$3.52 Million 0.26% of portfolio
154,553
Q4 2024 Added 1.61%
$27.3B
$3.5 Million 0.26% of portfolio
38,825
Q3 2024 Added 0.04%
$107B
$3.52 Million 0.26% of portfolio
67,331
Q4 2024 Added 10.66%
$232B
$3.43 Million 0.25% of portfolio
11,824
Q4 2024 Added 6.26%
$0
$3.3 Million 0.24% of portfolio
5,609
Q2 2024 Reduced 1.39%
$0
$3.27 Million 0.24% of portfolio
24,468
Q3 2023 Reduced 4.48%
$0
$3.26 Million 0.24% of portfolio
8,111
Q4 2020 Reduced 3.18%
$133B
$3.15 Million 0.23% of portfolio
13,824
Q4 2024 Added 5.74%
$0
$3.13 Million 0.23% of portfolio
29,313
Q4 2024 Added 3.96%
$129B
$2.99 Million 0.22% of portfolio
32,318
Q4 2024 Added 0.72%
$330B
$2.86 Million 0.21% of portfolio
65,143
Q4 2024 Added 3.93%
$165B
$2.81 Million 0.21% of portfolio
5,644
Q4 2024 Reduced 18.39%
$133B
$2.86 Million 0.21% of portfolio
17,558
Q4 2024 Reduced 8.33%
$162B
$2.62 Million 0.19% of portfolio
21,678
Q4 2024 Reduced 35.24%
$26.5B
$2.55 Million 0.19% of portfolio
26,596
Q2 2024 New
$96.5B
$2.65 Million 0.19% of portfolio
15,344
Q4 2024 Added 8.22%
$0
$2.54 Million 0.19% of portfolio
28,707
Q4 2024 Reduced 0.49%
$0
$2.61 Million 0.19% of portfolio
29,323
Q4 2024 Added 5.81%
$0
$2.54 Million 0.19% of portfolio
4,713
Q4 2024 Added 45.1%
$228B
$2.58 Million 0.19% of portfolio
15,494
Q4 2024 Reduced 20.77%
$0
$2.58 Million 0.19% of portfolio
35,904
Q4 2024 Reduced 0.99%
$119B
$2.6 Million 0.19% of portfolio
86,915
Q2 2024 New
$79.2B
$2.45 Million 0.18% of portfolio
3,850
Q4 2024 Added 0.89%
$165B
$2.51 Million 0.18% of portfolio
4,821
Q4 2024 Added 2.99%
$271B
$2.49 Million 0.18% of portfolio
3,589
Q4 2024 Added 0.9%
$0
$2.48 Million 0.18% of portfolio
9,405
Q4 2024 Added 4.34%
$0
$2.27 Million 0.17% of portfolio
38,533
Q3 2024 Added 0.44%
$210B
$2.29 Million 0.17% of portfolio
22,975
Q4 2024 Added 68.19%
$106B
$2.34 Million 0.17% of portfolio
41,378
Q4 2024 Added 4.2%
$178B
$2.25 Million 0.17% of portfolio
3,575
Q4 2024 Reduced 32.51%
$35.2B
$2.26 Million 0.17% of portfolio
42,362
Q4 2024 Added 14.42%
$144B
$2.13 Million 0.16% of portfolio
5,928
Q4 2024 Reduced 0.82%
$0
$2.12 Million 0.16% of portfolio
35,159
Q4 2024 Added 4.63%
$177B
$2.19 Million 0.16% of portfolio
11,234
Q4 2024 Reduced 46.61%
$0
$2.22 Million 0.16% of portfolio
28,263
Q3 2023 Reduced 5.03%
$119B
$2.13 Million 0.16% of portfolio
6,415
Q4 2024 Reduced 33.41%
$206B
$2.17 Million 0.16% of portfolio
437
Q4 2024 Added 64.91%
$61.6B
$2.16 Million 0.16% of portfolio
45,074
Q4 2024 Reduced 13.1%

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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