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 Market Cap. of $2 Billions to $10 Billions