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
$108B
$1.3 Million 0.1% of portfolio
15,502
Q4 2024 Added 3.16%
$118B
$1.32 Million 0.1% of portfolio
3,272
Q4 2024 Reduced 38.36%
$29.2B
$1.19 Million 0.09% of portfolio
40,846
Q4 2024 Added 77.17%
$80.1B
$1.17 Million 0.09% of portfolio
3,259
Q4 2024 Added 2.52%
$225B
$1.24 Million 0.09% of portfolio
2,157
Q4 2024 Added 2.08%
$53.1B
$1.16 Million 0.09% of portfolio
4,718
Q4 2024 Added 2.45%
$65.6B
$1.18 Million 0.09% of portfolio
367
Q4 2024 Added 10.21%
$88B
$1.21 Million 0.09% of portfolio
12,819
Q4 2024 Added 1.37%
$0
$1.22 Million 0.09% of portfolio
6,709
Q4 2024 Added 0.15%
$45.8B
$1.21 Million 0.09% of portfolio
2,018
Q4 2024 Added 2.54%
$0
$1.22 Million 0.09% of portfolio
16,379
Q4 2024 Added 86.49%
$73.1B
$1.17 Million 0.09% of portfolio
5,808
Q4 2024 Reduced 48.05%
$6.12B
$1.23 Million 0.09% of portfolio
64,645
Q4 2024 Reduced 1.39%
$52.7B
$1.24 Million 0.09% of portfolio
3,561
Q4 2024 Added 1.92%
$0
$1.19 Million 0.09% of portfolio
2,095
Q4 2024 Reduced 0.19%
$106B
$1.2 Million 0.09% of portfolio
1,905
Q4 2024 Reduced 19.11%
$79.9B
$1.23 Million 0.09% of portfolio
2,533
Q4 2024 Reduced 12.9%
$69.4B
$1.21 Million 0.09% of portfolio
22,438
Q4 2024 Added 1.79%
$69.5B
$1.21 Million 0.09% of portfolio
9,619
Q4 2024 Added 0.02%
$62.1B
$1.28 Million 0.09% of portfolio
29,448
Q4 2024 Added 3.86%
$156B
$1.2 Million 0.09% of portfolio
4,614
Q4 2024 Reduced 66.19%
$20.7B
$1.13 Million 0.08% of portfolio
6,167
Q4 2024 Added 0.97%
$111B
$1.03 Million 0.08% of portfolio
2,121
Q4 2024 Added 1.0%
$0
$1.14 Million 0.08% of portfolio
6,193
Q4 2024 Reduced 1.68%
$123B
$1.03 Million 0.08% of portfolio
10,352
Q4 2024 Added 51.28%
$0
$1.08 Million 0.08% of portfolio
2,643
Q4 2024 Reduced 0.94%
$94B
$1.11 Million 0.08% of portfolio
2,998
Q4 2024 Reduced 20.98%
$41B
$1.11 Million 0.08% of portfolio
16,051
Q4 2024 Added 31.54%
$79.5B
$1.11 Million 0.08% of portfolio
8,905
Q4 2024 Added 50.63%
$92.5B
$1.12 Million 0.08% of portfolio
3,284
Q4 2024 Reduced 25.97%
$21.5B
$1.06 Million 0.08% of portfolio
5,413
Q4 2024 Reduced 23.02%
$79.3B
$1.1 Million 0.08% of portfolio
4,353
Q4 2024 Added 5.6%
$340B
$1.05 Million 0.08% of portfolio
4,282
Q4 2024 Reduced 64.61%
$110B
$1.16 Million 0.08% of portfolio
4,189
Q4 2024 Added 4.05%
$9.69B
$1.07 Million 0.08% of portfolio
10,749
Q3 2024 Reduced 0.09%
$146B
$1.04 Million 0.08% of portfolio
14,062
Q4 2024 Reduced 0.05%
$92B
$960,000 0.07% of portfolio
3,442
Q4 2024 Reduced 49.68%
$71B
$991,000 0.07% of portfolio
12,908
Q3 2024 Added 1.11%
$0
$929,000 0.07% of portfolio
11,920
Q4 2024 Reduced 1.69%
$15B
$1.01 Million 0.07% of portfolio
107,267
Q4 2024 Reduced 1.03%
$93.1B
$915,000 0.07% of portfolio
6,144
Q4 2024 Added 28.19%
$58.3B
$952,000 0.07% of portfolio
1,789
Q4 2024 Added 4.93%
$90.8B
$927,000 0.07% of portfolio
8,395
Q4 2024 Added 184.77%
$17B
$926,000 0.07% of portfolio
11,252
Q2 2024 New
$67.6B
$906,000 0.07% of portfolio
1,932
Q4 2024 Reduced 0.26%
$0
$923,000 0.07% of portfolio
18,422
Q3 2024 Added 3.05%
$23.4B
$914,000 0.07% of portfolio
4,897
Q4 2024 Added 6.48%
$85.9B
$898,000 0.07% of portfolio
8,342
Q4 2024 Added 8.0%
$164B
$950,000 0.07% of portfolio
13,500
Q4 2024 Added 7.07%

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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