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
$19.9B
$44,000 0.0% of portfolio
12,548
Q4 2024 Reduced 85.59%
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 20.14%
-
$0 0.0% of portfolio
-
Q3 2023 New
$924M
$38,000 0.0% of portfolio
24,123
Q2 2024 New
$23.9B
$0 0.0% of portfolio
-
Q4 2024 Reduced 31.06%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 11.6%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Reddit Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 49.78%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2024 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 7.79%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q4 2024 New
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 15.98%
Healthcare Rlty Tr
-
$0 0.0% of portfolio
-
Q2 2024 New
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 32.01%
Qiagen Nv
-
$0 0.0% of portfolio
-
Q2 2024 New

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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