Frank, Rimerman Advisors LLC Top Holdings and 13F Report (2025)

About Frank, Rimerman Advisors LLC

Investment Activity

Frank, Rimerman Advisors LLC has $1.38 billion in total holdings as of December 31, 2024.
Frank, Rimerman Advisors LLC owns shares of 518 different stocks, but just 104 companies or ETFs make up 80% of its holdings.
Approximately 4.04% of the portfolio was purchased this quarter.
About 9.17% of the portfolio was sold this quarter.
This quarter, Frank, Rimerman Advisors LLC has purchased 527 new stocks and bought additional shares in 254 stocks.
Frank, Rimerman Advisors LLC sold shares of 144 stocks and completely divested from 54 stocks this quarter.

Largest Holdings

Invesco NASDAQ 100 ETF: $93,246,680
Invesco QQQ: $79,081,565
Apple: $74,217,226
NVIDIA: $66,126,276
Netflix: $52,029,914

Largest New Holdings this Quarter

LAM RESEARCH CORP: $1,087,712 Holding
ARISTA NETWORKS INC: $862,466 Holding
BLACKROCK INC: $706,301 Holding
Vail Resorts: $628,707 Holding
JPMorgan Equity Premium Income ETF: $581,549 Holding

Largest Purchases this Quarter

DOW: 63,767 shares (about $2.56M)
Visa: 7,302 shares (about $2.31M)
Chevron: 10,723 shares (about $1.55M)
United Parcel Service: 12,098 shares (about $1.53M)
Adobe: 3,413 shares (about $1.52M)

Largest Sales this Quarter

Apple: 29,162 shares (about $7.30M)
Taiwan Semiconductor Manufacturing: 31,111 shares (about $6.14M)
Microsoft: 13,330 shares (about $5.62M)
Meta Platforms: 9,012 shares (about $5.28M)
Eli Lilly and Company: 5,744 shares (about $4.43M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQM Invesco NASDAQ 100 ETF	$93,246,680	$94,703 ▲	0.1%	443,082	6.8%	ETF
QQQ Invesco QQQ	$79,081,565	$593,541 ▼	-0.7%	154,688	5.7%	Finance
AAPL Apple	$74,217,226	$7,302,748 ▼	-9.0%	296,371	5.4%	Computer and Technology
NVDA NVIDIA	$66,126,276	$485,593 ▼	-0.7%	492,414	4.8%	Computer and Technology
NFLX Netflix	$52,029,914	$125,676 ▲	0.2%	58,374	3.8%	Consumer Discretionary
IVE iShares S&P 500 Value ETF	$51,529,010		0.0%	269,955	3.7%	ETF
MSFT Microsoft	$50,740,170	$5,618,595 ▼	-10.0%	120,380	3.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$46,198,529	$264,323 ▲	0.6%	78,826	3.4%	Finance
GOOGL Alphabet	$43,314,869	$3,426,330 ▼	-7.3%	228,816	3.1%	Computer and Technology
AMZN Amazon.com	$32,487,052	$1,565,128 ▼	-4.6%	148,079	2.4%	Retail/Wholesale
DUOLINGO INC	$32,376,311		0.0%	99,856	2.4%	CL A COM
VTI Vanguard Total Stock Market ETF	$30,235,052	$521,659 ▲	1.8%	104,327	2.2%	ETF
GOOG Alphabet	$29,746,489	$1,025,905 ▲	3.6%	156,198	2.2%	Computer and Technology
META Meta Platforms	$21,802,636	$5,276,616 ▼	-19.5%	37,237	1.6%	Computer and Technology
AVGO Broadcom	$16,818,369	$1,844,983 ▼	-9.9%	72,543	1.2%	Computer and Technology
TSLA Tesla	$13,759,225	$23,827 ▼	-0.2%	34,070	1.0%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$13,505,981	$152,456 ▲	1.1%	56,343	1.0%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$11,018,767	$638,721 ▲	6.2%	62,881	0.8%	ETF
TSM Taiwan Semiconductor Manufacturing	$10,494,224	$6,144,112 ▼	-36.9%	53,138	0.8%	Computer and Technology
PRCT PROCEPT BioRobotics	$9,831,814		0.0%	122,104	0.7%	Medical
V Visa	$9,423,049	$2,307,724 ▲	32.4%	29,816	0.7%	Business Services
UNH UnitedHealth Group	$8,530,317	$383,948 ▲	4.7%	16,863	0.6%	Medical
VEA Vanguard FTSE Developed Markets ETF	$8,073,498	$62,979 ▼	-0.8%	168,831	0.6%	ETF
IWC iShares Micro-Cap ETF	$7,394,637	$215,388 ▲	3.0%	56,716	0.5%	ETF
COST Costco Wholesale	$7,046,116	$2,479,427 ▼	-26.0%	7,690	0.5%	Retail/Wholesale
MA Mastercard	$6,942,299	$78,986 ▲	1.2%	13,184	0.5%	Business Services
LLY Eli Lilly and Company	$6,720,260	$4,434,368 ▼	-39.8%	8,705	0.5%	Medical
BRK.B Berkshire Hathaway	$6,676,361	$569,320 ▼	-7.9%	14,729	0.5%	Finance
RACE Ferrari	$6,461,816	$2,598,321 ▼	-28.7%	15,210	0.5%	Auto/Tires/Trucks
DIA SPDR Dow Jones Industrial Average ETF Trust	$6,214,168	$63,401 ▲	1.0%	14,604	0.5%	Finance
CRM Salesforce	$6,043,683	$425,936 ▲	7.6%	18,077	0.4%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$5,820,150		0.0%	132,156	0.4%	ETF
ISRG Intuitive Surgical	$5,684,144	$31,318 ▲	0.6%	10,890	0.4%	Medical
HD Home Depot	$5,525,992	$199,163 ▲	3.7%	14,206	0.4%	Retail/Wholesale
S SentinelOne	$5,521,318	$316,572 ▼	-5.4%	248,708	0.4%	Computer and Technology
JNJ Johnson & Johnson	$5,198,000	$14,462 ▲	0.3%	35,942	0.4%	Medical
ACWI iShares MSCI ACWI ETF	$5,176,228	$18,448 ▼	-0.4%	44,053	0.4%	Manufacturing
WMT Walmart	$5,145,975	$18,160 ▲	0.4%	56,956	0.4%	Retail/Wholesale
ABBV AbbVie	$4,822,956	$71,791 ▲	1.5%	27,141	0.4%	Medical
MS Morgan Stanley	$4,781,257	$30,927 ▲	0.7%	38,031	0.3%	Finance
ACN Accenture	$4,775,549	$29,199 ▲	0.6%	13,575	0.3%	Computer and Technology
VFH Vanguard Financials ETF	$4,775,047	$359,173 ▲	8.1%	40,442	0.3%	ETF
XOM Exxon Mobil	$4,712,964	$1,405,294 ▼	-23.0%	43,813	0.3%	Oils/Energy
CSCO Cisco Systems	$4,585,750	$277,293 ▲	6.4%	77,462	0.3%	Computer and Technology
TECK Teck Resources	$4,257,271		0.0%	105,040	0.3%	Basic Materials
TDG TransDigm Group	$4,179,489	$17,742 ▲	0.4%	3,298	0.3%	Aerospace
DOW DOW	$4,153,856	$2,558,970 ▲	160.4%	103,510	0.3%	Basic Materials
IBM International Business Machines	$4,074,769	$2,198 ▲	0.1%	18,536	0.3%	Computer and Technology
VZ Verizon Communications	$4,045,468	$307,083 ▲	8.2%	101,162	0.3%	Computer and Technology
ADBE Adobe	$4,006,567	$1,517,693 ▲	61.0%	9,010	0.3%	Computer and Technology
ANGL VanEck Fallen Angel High Yield Bond ETF	$3,943,671	$37,386 ▲	1.0%	137,553	0.3%	Manufacturing
DHR Danaher	$3,881,002	$32,367 ▼	-0.8%	16,907	0.3%	Medical
CME CME Group	$3,864,307	$404,777 ▲	11.7%	16,640	0.3%	Finance
PCAR PACCAR	$3,852,901	$53,154 ▲	1.4%	37,040	0.3%	Auto/Tires/Trucks
ORCL Oracle	$3,835,886	$358,109 ▼	-8.5%	23,019	0.3%	Computer and Technology
CRWD CrowdStrike	$3,754,180	$612,124 ▲	19.5%	10,972	0.3%	Computer and Technology
VB Vanguard Small-Cap ETF	$3,740,439	$502,185 ▲	15.5%	15,567	0.3%	ETF
UPS United Parcel Service	$3,708,853	$1,525,558 ▲	69.9%	29,412	0.3%	Transportation
PM Philip Morris International	$3,699,679	$10,230 ▲	0.3%	30,741	0.3%	Consumer Staples
AXP American Express	$3,613,121	$27,601 ▲	0.8%	12,174	0.3%	Finance
NOW ServiceNow	$3,584,266	$31,804 ▲	0.9%	3,381	0.3%	Computer and Technology
MO Altria Group	$3,520,738	$339,048 ▲	10.7%	67,331	0.3%	Consumer Staples
T AT&T	$3,519,172	$55,832 ▲	1.6%	154,553	0.3%	Computer and Technology
NRG NRG Energy	$3,502,792		0.0%	38,825	0.3%	Utilities
MCD McDonald's	$3,427,659	$202,053 ▲	6.3%	11,824	0.2%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$3,302,454		0.0%	5,609	0.2%	ETF
CVX Chevron	$3,295,834	$1,553,119 ▲	89.1%	22,755	0.2%	Oils/Energy
IYJ iShares U.S. Industrials ETF	$3,266,967		0.0%	24,468	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$3,257,215		0.0%	8,111	0.2%	ETF
UNP Union Pacific	$3,152,425	$171,258 ▲	5.7%	13,824	0.2%	Transportation
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,131,817	$119,341 ▲	4.0%	29,313	0.2%	Finance
GILD Gilead Sciences	$2,985,214	$21,430 ▲	0.7%	32,318	0.2%	Medical
BAC Bank of America	$2,863,035	$108,337 ▲	3.9%	65,143	0.2%	Finance
AMAT Applied Materials	$2,855,458	$259,395 ▼	-8.3%	17,558	0.2%	Computer and Technology
SPGI S&P Global	$2,810,881	$633,494 ▼	-18.4%	5,644	0.2%	Business Services
BX Blackstone	$2,645,612	$201,042 ▲	8.2%	15,344	0.2%	Finance
AMD Advanced Micro Devices	$2,618,486	$1,425,081 ▼	-35.2%	21,678	0.2%	Computer and Technology
VNQ Vanguard Real Estate ETF	$2,612,132	$143,332 ▲	5.8%	29,323	0.2%	ETF
IBN ICICI Bank	$2,595,282		0.0%	86,915	0.2%	Finance
GE General Electric	$2,584,244	$677,501 ▼	-20.8%	15,494	0.2%	Transportation
BND Vanguard Total Bond Market ETF	$2,581,902	$25,816 ▼	-1.0%	35,904	0.2%	ETF
AER AerCap	$2,545,237		0.0%	26,596	0.2%	Transportation
VOO Vanguard S&P 500 ETF	$2,539,936	$789,520 ▲	45.1%	4,713	0.2%	ETF
IWR iShares Russell Mid-Cap ETF	$2,537,738	$12,553 ▼	-0.5%	28,707	0.2%	ETF
TMO Thermo Fisher Scientific	$2,508,029	$72,832 ▲	3.0%	4,821	0.2%	Medical
ASML ASML	$2,487,464	$22,179 ▲	0.9%	3,589	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$2,484,143	$103,275 ▲	4.3%	9,405	0.2%	ETF
PH Parker-Hannifin	$2,448,716	$21,625 ▲	0.9%	3,850	0.2%	Industrial Products
BMY Bristol-Myers Squibb	$2,340,340	$94,286 ▲	4.2%	41,378	0.2%	Medical
MRK Merck & Co., Inc.	$2,285,553	$926,656 ▲	68.2%	22,975	0.2%	Medical
VXUS Vanguard Total International Stock ETF	$2,270,753		0.0%	38,533	0.2%	ETF
O Realty Income	$2,262,554	$285,156 ▲	14.4%	42,362	0.2%	Finance
INTU Intuit	$2,246,888	$1,082,277 ▼	-32.5%	3,575	0.2%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,222,885		0.0%	28,263	0.2%	ETF
BKNG Booking	$2,171,200	$854,568 ▲	64.9%	437	0.2%	Retail/Wholesale
USB U.S. Bancorp	$2,155,889	$324,909 ▼	-13.1%	45,074	0.2%	Finance
PALANTIR TECHNOLOGIES INC	$2,137,379	$101,117 ▼	-4.5%	28,261	0.2%	CL A
SYK Stryker	$2,134,376	$17,642 ▼	-0.8%	5,928	0.2%	Medical
ETN Eaton	$2,128,946	$1,068,290 ▼	-33.4%	6,415	0.2%	Industrial Products
ICF iShares Cohen & Steers REIT ETF	$2,118,681	$93,704 ▲	4.6%	35,159	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Frank, Rimerman Advisors LLC Top Holdings and 13F Report (2025)

About Frank, Rimerman Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Frank, Rimerman Advisors LLC Top Holdings and 13F Report (2025)

About Frank, Rimerman Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFrank, Rimerman Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools