FR
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Frank, Rimerman Advisors LLC13F | |
| Frank, Rimerman Advisors LLC | |
| Last update 2025-05-12 | 512 Stocks (42 new) |
| Value $1.26 Bil | Turnover 4 % |
Frank, Rimerman Advisors LLC Top Holdings of 2025-03-31
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| 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 | 422,451 | 81,541.5 | -4.66% | 6.460 | -0.32% | 0.190 | +24.25% | +10.63% | 55,337.3 | ||
QQQ | INVESCO QQQ Trust | 154,218 | 72,315.9 | -0.30% | 5.730 | -0.02% | 0.020 | +24.17% | +10.57% | 359,485.3 | ||
AAPL | Apple Inc | 291,940 | 64,848.6 | -1.50% | 5.140 | -0.08% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
NFLX | Netflix Inc | 58,596 | 54,642.5 | +0.38% | 4.330 | +0.02% | 0.010 | +12.12% | +32.03% | 500,044.8 | Media - Diversified | |
NVDA | NVIDIA Corp | 466,507 | 50,560.0 | -5.26% | 4.010 | -0.25% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
MSFT | Microsoft Corp | 126,907 | 47,639.6 | +5.42% | 3.780 | +0.19% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
IVE | iShares S&P 500 Value ETF | 243,910 | 46,484.4 | -9.65% | 3.680 | -0.36% | 0.120 | +12.01% | +5.73% | 40,043.9 | ||
SPY | SPDR S&P 500 ETF Trust | 75,094 | 42,007.3 | -4.73% | 3.330 | -0.16% | 0.010 | +18.80% | +8.86% | 654,366.5 | ||
GOOGL | Alphabet Inc | 206,492 | 31,931.9 | -9.76% | 2.530 | -0.31% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
VTI | Vanguard Total Stock Market ETF | 102,057 | 28,049.4 | -2.18% | 2.220 | -0.05% | 0.010 | +18.95% | +8.50% | 478,431.4 |
Frank, Rimerman Advisors LLC's Historical Top Holdings Breakdowns
Frank, Rimerman Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DUOL | Duolingo Inc | 2025-03-31 | Sold Out Sold Out | -2.35% | 272.49 ($342.01) 441.39 | $359.79 | 5.20% | Sold Out | 0 | -99,856 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Reduce Reduce | -0.36% | 185.78 ($193.5) 198.58 | $200.17 | 3.45% | Reduce -9.65% | 243,910 | -26,045 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Reduce Reduce | -0.32% | 192.82 ($209.18) 222.1 | $232.10 | 10.96% | Reduce -4.66% | 422,451 | -20,631 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.31% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Reduce -9.76% | 206,492 | -22,324 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.25% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -5.26% | 466,507 | -25,907 | |
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.24% | 25.01 ($26.17) 27.13 | $25.36 | -3.10% | Add 535.53% | 140,593 | 118,471 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.19% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Add 5.42% | 126,907 | 6,527 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.18% | 156.06 ($183.12) 207.71 | $191.51 | 4.58% | Reduce -8.35% | 143,156 | -13,042 | |
S | SentinelOne Inc | 2025-03-31 | Add Add | +0.16% | 18.17 ($21.7) 24.97 | $19.49 | -10.18% | Add 44.79% | 360,106 | 111,398 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.16% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -4.73% | 75,094 | -3,732 |
Frank, Rimerman Advisors LLC Total Holding History ($B)
Frank, Rimerman Advisors LLC's Asset Allocation
Frank, Rimerman Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Frank, Rimerman Advisors LLC's Hypothetical Growth since 2025-03-31
Frank, Rimerman Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Frank, Rimerman Advisors LLC's Holdings Heat Map
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Frank, Rimerman Advisors LLC's Holdings Bubble Chart
Frank, Rimerman Advisors LLC News
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