FR

Frank, Rimerman Advisors LLC

13F
Frank, Rimerman Advisors LLC
Last update 2024-10-24 527 Stocks (35 new)
Value $1.41 Bil Turnover 3 %
Countries:
Top Holdings: QQQM(6.31%)QQQ(5.40%)AAPL(5.38%)NVDA(4.27%)MSFT(4.08%)
Summary Stock Picks Current Portfolio
Frank, Rimerman Advisors LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQM 		Invesco NASDAQ 100 ETF
442,632
88,902.8
+0.10%
6.310
+0.01%
0.260
+6.38%
+2.06%
39,764.4
 
QQQ 		INVESCO QQQ Trust
155,849
76,065.6
-0.30%
5.400
-0.02%
0.030
+6.38%
+2.06%
324,417.9
 
AAPL 		Apple Inc
325,533
75,849.2
-7.54%
5.380
-0.40%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
NVDA 		NVIDIA Corp
496,030
60,237.9
-14.52%
4.270
-0.74%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors
MSFT 		Microsoft Corp
133,710
57,535.4
-5.98%
4.080
-0.27%
0.000
+3.16%
+1.79%
3,189,786.9
Software
IVE 		iShares S&P 500 Value ETF
269,955
53,227.0
0%
3.780
0%
0.150
-2.63%
+1.68%
35,226.8
 
SPY 		S&P 500 ETF TRUST ETF
78,375
44,968.6
-0.11%
3.190
0%
0.010
+2.96%
+1.96%
631,512.8
 
NFLX 		Netflix Inc
58,233
41,302.9
+0.40%
2.930
+0.01%
0.010
+24.79%
-3.73%
366,801.8
Media - Diversified
GOOGL 		Alphabet Inc
246,916
40,951.0
-6.65%
2.900
-0.23%
0.000
+20.43%
+3.54%
2,407,813.7
Interactive Media
VTI 		Vanguard Total Stock Market ETF
102,527
29,031.6
-0.66%
2.060
-0.01%
0.010
+3.26%
+2.20%
450,346.0
 

Frank, Rimerman Advisors LLC's Historical Top Holdings Breakdowns

Frank, Rimerman Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-06-30Add
+4.12%
●
165 ($186.49) 216.67
$229.98
23.32%
Add 362.99%
352,061
276,020
MSFT 		Microsoft Corp2024-06-30Add
+3.88%
●
389.33 ($422.32) 452.85
$429.03
1.59%
Add 622.15%
142,220
122,526
NVDA 		NVIDIA Corp2024-06-30Add
+3.55%
●
76.2 ($101.1) 135.58
$137.71
36.21%
Add 232.93%
580,260
405,970
VTI 		Vanguard Total Stock Market ETF2023-06-30Add
+2.33%
●
199.99 ($207.79) 220.28
$296.20
42.55%
Add 102.82%
87,493
44,354
PRCT 		PROCEPT BioRobotics Corp2024-03-31Reduce
-2.32%
●
40.38 ($47.6) 50.75
$76.02
59.71%
Reduce -57.96%
192,082
-264,871
AMZN 		Amazon.com Inc2024-06-30Add
+2.17%
●
173.67 ($183.7) 197.85
$225.94
22.99%
Add 1692.81%
168,004
158,633
GOOGL 		Alphabet Inc2024-06-30Add
+2.00%
●
150.53 ($168.57) 185.41
$196.00
16.27%
Add 142.44%
264,492
155,396
META 		Meta Platforms Inc2024-06-30Add
+1.51%
●
430.17 ($486.09) 527.34
$612.77
26.06%
Add 692.28%
48,464
42,347
DUOL 		Duolingo Inc2024-06-30New Buy
+1.47%
●
175.78 ($204.75) 248.84
$351.13
71.49%
New holding
99,828
99,828
GOOG 		Alphabet Inc2023-09-30Add
+1.11%
●
116.87 ($130.02) 138.99
$197.55
51.94%
Add 30.88%
147,552
34,815

Frank, Rimerman Advisors LLC Total Holding History ($B)

To

Frank, Rimerman Advisors LLC's Asset Allocation

To

Frank, Rimerman Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Frank, Rimerman Advisors LLC's Hypothetical Growth since 2024-09-30

Frank, Rimerman Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Frank, Rimerman Advisors LLC's Holdings Heat Map

Size field:

Frank, Rimerman Advisors LLC's Holdings Bubble Chart

Frank, Rimerman Advisors LLC News

  • 1

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