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
$0
$326,000 0.02% of portfolio
1,226
Q4 2022 New
$22.7B
$220,000 0.02% of portfolio
1,535
Q4 2024 New
$24.8B
$320,000 0.02% of portfolio
4,316
Q4 2024 Added 87.82%
$48.3B
$223,000 0.02% of portfolio
584
Q4 2024 New
$2.59B
$260,000 0.02% of portfolio
16,093
Q4 2024 Reduced 0.1%
$19.2B
$298,000 0.02% of portfolio
1,325
Q4 2024 Added 15.02%
$60.6B
$240,000 0.02% of portfolio
1,890
Q4 2024 New
$1.23B
$261,000 0.02% of portfolio
11,325
Q4 2024 New
$11.7B
$217,000 0.02% of portfolio
943
Q4 2024 New
$19.2B
$296,000 0.02% of portfolio
6,441
Q3 2024 New
$98.6B
$301,000 0.02% of portfolio
6,636
Q4 2024 Reduced 35.25%
$34.7B
$311,000 0.02% of portfolio
1,362
Q4 2024 Added 3.1%
$27B
$208,000 0.02% of portfolio
1,747
Q4 2024 Reduced 4.33%
$13.2B
$329,000 0.02% of portfolio
1,277
Q3 2024 Reduced 51.63%
$20.1B
$259,000 0.02% of portfolio
3,244
Q4 2024 Added 10.23%
$3.72B
$227,000 0.02% of portfolio
13,139
Q2 2024 New
$0
$298,000 0.02% of portfolio
4,582
Q2 2024 Reduced 0.02%
$41B
$281,000 0.02% of portfolio
3,686
Q4 2024 Added 15.62%
$0
$297,000 0.02% of portfolio
10,688
Q4 2024 Added 300.0%
$17.7B
$285,000 0.02% of portfolio
3,174
Q4 2024 New
$240B
$328,000 0.02% of portfolio
5,246
Q4 2024 Reduced 86.19%
$143B
$258,000 0.02% of portfolio
2,435
Q4 2024 New
$31.1B
$296,000 0.02% of portfolio
1,164
Q4 2024 Added 13.56%
$17.7B
$236,000 0.02% of portfolio
866
Q4 2024 Added 9.21%
$18.6B
$339,000 0.02% of portfolio
1,351
Q4 2024 Added 11.1%
$0
$262,000 0.02% of portfolio
1,420
Q4 2023 New
$4.62B
$315,000 0.02% of portfolio
6,492
Q4 2024 Added 8.71%
$8.72B
$217,000 0.02% of portfolio
2,339
Q4 2024 New
$28.4B
$309,000 0.02% of portfolio
4,124
Q4 2024 Added 21.26%
$31.9B
$246,000 0.02% of portfolio
12,201
Q4 2024 Added 0.08%
$44.6B
$207,000 0.02% of portfolio
104
Q3 2024 New
$30.8B
$223,000 0.02% of portfolio
1,197
Q4 2024 New
$0
$210,000 0.02% of portfolio
5,567
Q2 2024 New
$20.7B
$226,000 0.02% of portfolio
3,950
Q4 2024 Added 0.08%
$5.61B
$153,000 0.01% of portfolio
16,627
Q4 2024 Reduced 64.27%
$2.82B
$71,000 0.01% of portfolio
18,148
Q4 2024 Added 63.82%
$23.9B
$114,000 0.01% of portfolio
10,827
Q4 2024 Added 2.82%
$12.9B
$201,000 0.01% of portfolio
16,202
Q4 2024 Reduced 0.08%
$1.7B
$151,000 0.01% of portfolio
16,350
Q4 2024 Reduced 0.54%
$22B
$200,000 0.01% of portfolio
3,530
Q4 2024 Reduced 81.56%
$24.1B
$202,000 0.01% of portfolio
1,856
Q4 2024 Added 27.65%
$1.52B
$103,000 0.01% of portfolio
25,537
Q1 2023 New
$3.77B
$199,000 0.01% of portfolio
15,877
Q4 2024 Added 27.31%
$36.9B
$203,000 0.01% of portfolio
3,016
Q4 2024 New
$10.6B
$201,000 0.01% of portfolio
6,057
Q4 2024 New
$8.19B
$154,000 0.01% of portfolio
16,588
Q4 2024 Reduced 12.41%
$560M
$57,000 0.0% of portfolio
10,593
Q4 2024 Reduced 80.76%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q4 2024 Added 8.22%

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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