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CIK: 0001977560
Total reported value
$1.8B
$1.8B
512 檔
17.9%
In Q1 2025, Frank, Rimerman Advisors LLC's U.S. equity holdings reached a combined market value of $1.8B, distributed across 512 disclosed stock positions.
Frank, Rimerman Advisors LLC executed strategic sector rebalancing during Q1 2025, establishing 29 new positions while fully exiting 38 holdings and trimming 63 positions.
Showing top 200 holdings (of 512 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.46% | -0.05% | -4.66% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.73% | -0.13% | -0.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.14% | +0.65% | -1.50% | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 4.33% | -0.10% | +0.38% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.01% | +0.70% | -5.26% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | +1.13% | +5.42% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.68% | — | -9.65% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.33% | +0.11% | -4.73% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.53% | -0.31% | -9.76% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.22% | +0.03% | -2.18% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | +0.07% | -1.87% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | +0.35% | +4.38% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.77% | -0.18% | -8.35% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.01% | -0.86% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -0.17% | +0.93% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.01% | -3.30% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.80% | -0.04% | -7.56% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | -0.10% | +0.07% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | -0.20% | -2.24% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | -0.03% | -2.28% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.01% | +6.21% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | -0.07% | -10.00% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | -0.04% | +2.32% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | +0.02% | +1.70% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.12% | +0.81% | |
| 26 | PRCT | Procept Biorobotics CORP | Stock-Other | 0.56% | -0.04% | -0.02% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | +0.02% | +10.82% | |
| 28 | S | Sentinelone Inc -class A | Stock-Tech | 0.52% | — | +44.79% | |
| 29 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.52% | +0.01% | -0.08% | |
| 30 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.49% | -0.06% | -2.09% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | — | -1.14% | |
| 32 | TDG | Transdigm Group Inc | Stock-Industrials | 0.48% | -0.18% | +32.02% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.01% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.01% | +1.75% | |
| 35 | VFH | Vanguard Financials ETF | ETF-Other | 0.43% | -0.01% | +12.67% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.43% | -0.01% | +0.20% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | — | +3.61% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.08% | +5.48% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.41% | — | — | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | +0.10% | +0.87% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.37% | +0.03% | -3.52% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | -0.08% | -2.27% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | -0.12% | +0.95% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.35% | -0.05% | -0.12% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.35% | +0.03% | -0.07% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | +0.04% | -7.33% | |
| 47 | CME | Cme Group Inc | Stock-Financials | 0.32% | +0.03% | -8.90% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.31% | +0.15% | +0.67% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.01% | -26.19% | |
| 50 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.30% | +0.03% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.6% | +0.38% | Add |
| 2 | PFE | Pfizer Inc | +0.2% | +535.53% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +4.38% | Add |
| 4 | TDG | Transdigm Group Inc | +0.2% | +32.02% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.21% | Add |
| 6 | JNJ | Johnson & Johnson | +0.1% | +10.82% | Add |
| 7 | PM | Philip Morris International | +0.1% | +0.87% | Add |
| 8 | S | Sentinelone Inc -class A | +0.1% | +44.79% | Add |
| 9 | V | Visa Inc-class A Shares | +0.1% | -3.30% | Trim |
| 10 | AMGN | Amgen Inc | +0.1% | +79.24% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | +124.05% | Add |
| 12 | KHC | Kraft Heinz Co/the | +0.1% | NEW | New buy |
| 13 | ABBV | Abbvie Inc | +0.1% | +1.75% | Add |
| 14 | MSFT | Microsoft CORP | +0.1% | +5.42% | Add |
| 15 | AU | AngloGold Ashanti plc | +0.1% | — | Unchanged |
| 16 | GE | General Electric | +0.1% | +16.75% | Add |
| 17 | ADI | Analog Devices Inc | +0.1% | +75.76% | Add |
| 18 | TXN | Texas Instruments Inc | +0.1% | +47.22% | Add |
| 19 | T | At&t Inc | +0.1% | -0.07% | Trim |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +3.61% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +2.32% | Add |
| 22 | VFH | Vanguard Financials ETF | +0.1% | +12.67% | Add |
| 23 | MA | Mastercard Inc - A | +0.1% | +1.70% | Add |
| 24 | IWV | Ishares Russell 3000 ETF | +0.1% | +202.67% | Add |
| 25 | EIX | Edison International | +0.1% | +471.70% | Add |
| 26 | WPC | Wp Carey Inc | +0.1% | +160.79% | Add |
| 27 | GILD | Gilead Sciences Inc | +0.1% | +1.38% | Add |
| 28 | AMD | Advanced Micro Devices | +0.1% | +44.76% | Add |
| 29 | IBM | Intl Business Machines CORP | +0.1% | +0.95% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.1% | -2.28% | Trim |
| 31 | COST | Costco Wholesale CORP | +0.1% | +0.81% | Add |
| 32 | MAN | Manpowergroup Inc | +0.1% | NEW | New buy |
| 33 | MPWR | Monolithic Power Systems Inc | +0.1% | NEW | New buy |
| 34 | EQNR | Equinor Asa-spon Adr | +0.1% | NEW | New buy |
| 35 | UBER | Uber Technologies Inc | +0.1% | +99.00% | Add |
| 36 | KLAC | Kla CORP | +0.1% | +44.67% | Add |
| 37 | APH | Amphenol Corp-cl A | +0.1% | +63.41% | Add |
| 38 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | NEW | New buy |
| 39 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 40 | MU | Micron Technology Inc | +0.1% | +32.85% | Add |
| 41 | ELV | Elevance Health Inc | +0.1% | +21.45% | Add |
| 42 | GEV | GE Vernova Inc | +0.1% | +41.76% | Add |
| 43 | PGR | Progressive CORP | +0.1% | +3.60% | Add |
| 44 | KO | Coca-cola Co/the | +0.1% | +10.05% | Add |
| 45 | HCA | Hca Healthcare Inc | +0.1% | +4.03% | Add |
| 46 | NRG | Nrg Energy Inc | +0.1% | +0.82% | Add |
| 47 | JEPI | Jpmorgan Equity Premium Inco | 0% | +85.51% | Add |
| 48 | KVUE | Kenvue Inc | 0% | NEW | New buy |
| 49 | VRTX | Vertex Pharmaceuticals Inc | 0% | +8.50% | Add |
| 50 | AJG | Arthur J Gallagher & Co | 0% | +0.64% | Add |
According to official SEC Form 13F filings, Frank, Rimerman Advisors LLC reported a total U.S. public equity portfolio value of $1.8B across 512 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQM, QQQ, AAPL) accounted for 17.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
KHC
市值: $1.4M
Top Position Liquidated / Trimmed
DUOL
前期市值: $32.4M
During Q1 2025, Frank, Rimerman Advisors LLC's top holdings by market value included QQQM (6.5%)、QQQ (5.7%)、AAPL (5.1%). The largest single position, QQQM, represented 6.5% of total portfolio value.
In Q1 2025, Frank, Rimerman Advisors LLC made 197 total portfolio adjustments, initiating 29 new buys, adding to 67 positions, trimming 63 holdings, and fully liquidating 38 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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