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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$227B
$3.43 Million 0.25% of portfolio
11,824
Q4 2024 Added 6.26%
$304B
$3.3 Million 0.24% of portfolio
22,755
Q4 2024 Added 89.12%
$153B
$3.15 Million 0.23% of portfolio
13,824
Q4 2024 Added 5.74%
$130B
$2.99 Million 0.22% of portfolio
32,318
Q4 2024 Added 0.72%
$377B
$2.86 Million 0.21% of portfolio
65,143
Q4 2024 Added 3.93%
$176B
$2.81 Million 0.21% of portfolio
5,644
Q4 2024 Reduced 18.39%
$146B
$2.86 Million 0.21% of portfolio
17,558
Q4 2024 Reduced 8.33%
$183B
$2.62 Million 0.19% of portfolio
21,678
Q4 2024 Reduced 35.24%
$24.8B
$2.55 Million 0.19% of portfolio
26,596
Q2 2024 New
$117B
$2.65 Million 0.19% of portfolio
15,344
Q4 2024 Added 8.22%
$228B
$2.58 Million 0.19% of portfolio
15,494
Q4 2024 Reduced 20.77%
$102B
$2.6 Million 0.19% of portfolio
86,915
Q2 2024 New
$90B
$2.45 Million 0.18% of portfolio
3,850
Q4 2024 Added 0.89%
$208B
$2.51 Million 0.18% of portfolio
4,821
Q4 2024 Added 2.99%
$299B
$2.49 Million 0.18% of portfolio
3,589
Q4 2024 Added 0.9%
$210B
$2.29 Million 0.17% of portfolio
22,975
Q4 2024 Added 68.19%
$166B
$2.25 Million 0.17% of portfolio
3,575
Q4 2024 Reduced 32.51%
$33.7B
$2.26 Million 0.17% of portfolio
42,362
Q4 2024 Added 14.42%
$146B
$2.13 Million 0.16% of portfolio
5,928
Q4 2024 Reduced 0.82%
$177B
$2.19 Million 0.16% of portfolio
11,234
Q4 2024 Reduced 46.61%
$123B
$2.13 Million 0.16% of portfolio
6,415
Q4 2024 Reduced 33.41%
$200B
$2.17 Million 0.16% of portfolio
437
Q4 2024 Added 64.91%
$70.9B
$2.16 Million 0.16% of portfolio
45,074
Q4 2024 Reduced 13.1%
$234B
$2.14 Million 0.16% of portfolio
28,261
Q4 2024 Reduced 4.52%
$84.2B
$2.09 Million 0.15% of portfolio
5,656
Q4 2024 Added 0.96%
$229B
$2.05 Million 0.15% of portfolio
18,082
Q4 2024 Added 14.13%
$128B
$2.03 Million 0.15% of portfolio
6,935
Q4 2024 Added 9.11%
$134B
$2.09 Million 0.15% of portfolio
29,111
Q4 2024 Reduced 7.67%
$90.8B
$1.99 Million 0.15% of portfolio
6,632
Q4 2024 Reduced 1.97%
$154B
$2.08 Million 0.15% of portfolio
8,686
Q4 2024 Added 14.79%
$53.1B
$2.02 Million 0.15% of portfolio
14,373
Q4 2024 Added 2.69%
$201B
$2.07 Million 0.15% of portfolio
18,584
Q4 2024 Added 12.45%
$81B
$2.06 Million 0.15% of portfolio
6,863
Q4 2024 Reduced 0.33%
$386B
$2.05 Million 0.15% of portfolio
12,236
Q4 2024 Reduced 52.42%
$176B
$1.86 Million 0.14% of portfolio
21,641
Q4 2024 Reduced 49.74%
$187B
$1.88 Million 0.14% of portfolio
5,190
Q4 2024 Reduced 54.8%
$59.9B
$1.71 Million 0.13% of portfolio
9,393
Q4 2024 Added 129.32%
$152B
$1.84 Million 0.13% of portfolio
20,571
Q4 2024 Added 1.47%
$29.9B
$1.76 Million 0.13% of portfolio
83,071
Q4 2024 Added 178.44%
$12.5B
$1.73 Million 0.13% of portfolio
35,895
Q4 2024 Added 31.94%
$67.6B
$1.77 Million 0.13% of portfolio
6,252
Q4 2024 Added 3.22%
$156B
$1.71 Million 0.13% of portfolio
45,517
Q4 2024 Reduced 30.31%
$130B
$1.59 Million 0.12% of portfolio
32,614
Q4 2024 Added 7.21%
$298B
$1.57 Million 0.12% of portfolio
25,232
Q4 2024 Reduced 30.39%
$145B
$1.68 Million 0.12% of portfolio
3,967
Q4 2024 Added 3.58%
$136B
$1.69 Million 0.12% of portfolio
7,473
Q4 2024 Added 23.93%
$55.4B
$1.64 Million 0.12% of portfolio
15,035
Q4 2024 Added 0.67%
$30.8B
$1.54 Million 0.11% of portfolio
26,818
Q4 2024 Added 57.89%
$198B
$1.5 Million 0.11% of portfolio
9,895
Q4 2024 Reduced 13.17%

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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