Fund Holdings — Frank, Rimerman Advisors LLC

Total Portfolio Value
$1.41B
Total Bought
$888.35M
Total Sold
$17.05M
Net Transaction
+$871.29M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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APPLE INC(AAPL)76,041352,061+276,02013,04074,1515.25%+61,112
NVIDIA CORPORATION(NVDA)17,429580,260+562,83115,74871,6855.07%+55,937
MICROSOFT CORP(MSFT)19,694142,220+122,5268,28663,5654.50%+55,280
ALPHABET INC(GOOG)109,096264,492+155,39616,46648,1773.41%+31,711
AMAZON COM INC(AMZN)9,371168,004+158,6331,69032,4672.30%+30,776
META PLATFORMS INC(META)6,11748,464+42,3472,97024,4371.73%+21,466
DUOLINGO INC(DUOL)099,828+99,828020,8311.47%+20,831
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,75490,006+87,25237515,6441.11%+15,269
BROADCOM INC(AVGO)8109,750+8,9401,07415,6541.11%+14,580
ELI LILLY & CO(LLY)6413,754+13,6905012,4530.88%+12,403
FERRARI N V
COM
025,535+25,535010,4280.74%+10,428
JPMORGAN CHASE & CO.(JPM)6,58555,515+48,9301,31911,2280.79%+9,909
COSTCO WHSL CORP NEW(COST)409,575+9,535298,1390.58%+8,109
BERKSHIRE HATHAWAY INC DEL29019,549+19,2591227,9530.56%+7,831
UNITEDHEALTH GROUP INC(UNH)2414,749+14,725127,5110.53%+7,499
VISA INC(V)12828,183+28,055367,3970.52%+7,361
NETFLIX INC(NFLX)53,15857,999+4,84132,28439,1422.77%+6,858
EXXON MOBIL CORP15857,932+57,774186,6690.47%+6,651
ALPHABET INC(GOOG)141,313153,311+11,99821,51628,1201.99%+6,604
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
442,426442,171-25580,82787,1566.17%+6,329
NOVO-NORDISK A S(NVO)28843,015+42,727376,1400.43%+6,103
TESLA INC(TSLA)2,56431,427+28,8634516,2190.44%+5,768
ADVANCED MICRO DEVICES INC(AMD)1,60536,589+34,9842905,9350.42%+5,645
INVESCO QQQ TR156,422156,324-9869,45374,8975.30%+5,444
APPLIED MATLS INC8121,462+21,381175,0650.36%+5,048
TECK RESOURCES LTD(TECK)0104,149+104,14904,9890.35%+4,989
PROCTER AND GAMBLE CO(PG)11730,336+30,219195,0030.35%+4,984
ADOBE INC(ADBE)8229,697+8,8754155,3870.38%+4,972
MASTERCARD INCORPORATED(MA)8711,010+10,923424,8570.34%+4,815
ORACLE CORP(ORCL)28033,995+33,715354,8000.34%+4,765
VANGUARD INDEX FDS88,103103,208+15,10522,89827,6091.95%+4,711
ABBVIE INC(ABBV)3626,055+26,01974,4690.32%+4,462
HOME DEPOT INC(HD)7713,004+12,927304,4760.32%+4,447
JOHNSON & JOHNSON(JNJ)1,65031,541+29,8912614,6100.33%+4,349
WALMART INC(WMT)92164,123+63,202554,3420.31%+4,286
QUALCOMM INC(QCOM)48321,923+21,440824,3670.31%+4,285
TRANSDIGM GROUP INC(TDG)33,291+3,28844,2050.30%+4,201
AMGEN INC(AMGN)20613,547+13,341594,2330.30%+4,174
CHEVRON CORP NEW(CVX)19826,126+25,928314,0870.29%+4,055
CME GROUP INC(CME)1420,149+20,13533,9610.28%+3,958
INTUIT(INTU)145,997+5,98393,9410.28%+3,932
TEXAS INSTRS INC(TXN)8920,151+20,062163,9200.28%+3,904
MERCK & CO INC(MRK)42431,879+31,455563,9470.28%+3,891
ALTRIA GROUP INC(MO)1485,122+85,10813,8770.27%+3,877
VERIZON COMMUNICATIONS INC(VZ)57593,990+93,415243,8760.27%+3,852
CATERPILLAR INC(CAT)011,463+11,46303,8180.27%+3,818
INTERNATIONAL BUSINESS MACHS(IBM)41322,074+21,661793,8180.27%+3,739
COMCAST CORP NEW(CCZ)21095,169+94,95993,7270.26%+3,718
SALESFORCE INC(CRM)1,44415,894+14,4504354,0860.29%+3,651
UNION PAC CORP(UNP)3016,057+16,02773,6330.26%+3,626
GE AEROSPACE(GE)3022,561+22,53153,5870.25%+3,581
MICRON TECHNOLOGY INC(MU)11827,180+27,062143,5750.25%+3,561
DANAHER CORPORATION(DHR)2,22916,457+14,2285574,1120.29%+3,555
SERVICENOW INC(NOW)04,249+4,24903,3430.24%+3,343
SHELL PLC(SHEL)045,118+45,11803,2570.23%+3,257
ACCENTURE PLC IRELAND
SHS CLASS A
6110,363+10,302213,1440.22%+3,123
LAM RESEARCH CORP(LRCX)82,912+2,90483,1010.22%+3,093
PHILIP MORRIS INTL INC(PM)2430,184+30,16023,0590.22%+3,056
EATON CORP PLC(ETN)219,720+9,69973,0480.22%+3,041
MORGAN STANLEY(MS)9131,208+31,11793,0330.21%+3,025
NRG ENERGY INC(NRG)038,811+38,81103,0220.21%+3,022
CISCO SYS INC(CSCO)87264,064+63,192443,0440.22%+3,000
AT&T INC(T)1,516152,220+150,704272,9090.21%+2,882
PFIZER INC(PFE)314101,887+101,57392,8510.20%+2,842
MCDONALDS CORP(MCD)3111,117+11,08692,8330.20%+2,824
BANK AMERICA CORP1,29567,624+66,329492,6890.19%+2,640
DR REDDYS LABS LTD(RDY)034,557+34,55702,6330.19%+2,633
HSBC HLDGS PLC(HSBC)059,549+59,54902,5900.18%+2,590
ASML HOLDING N V
N Y REGISTRY SHS
1,2053,652+2,4471,1693,7350.26%+2,566
INTUITIVE SURGICAL INC3,8919,250+5,3591,5534,1150.29%+2,562
AMERICAN EXPRESS CO(AXP)3811,053+11,01592,5590.18%+2,551
SONY GROUP CORP(SONY)029,834+29,83402,5340.18%+2,534
THERMO FISHER SCIENTIFIC INC(TMO)244,598+4,574142,5430.18%+2,529
ICICI BANK LIMITED(IBN)086,915+86,91502,5040.18%+2,504
VERTEX PHARMACEUTICALS INC(VRTX)125,309+5,29752,4880.18%+2,483
AERCAP HOLDINGS NV(AER)026,596+26,59602,4790.18%+2,479
EVERSOURCE ENERGY(ES)043,267+43,26702,4540.17%+2,454
SAP SE(SAP)012,099+12,09902,4400.17%+2,440
DOW INC(DOW)045,646+45,64602,4220.17%+2,422
UNITED PARCEL SERVICE INC(UPS)25817,853+17,595382,4430.17%+2,405
GENERAL MLS INC(GIS)037,897+37,89702,3970.17%+2,397
LINDE PLC(LIN)185,463+5,44582,3970.17%+2,389
S&P GLOBAL INC(SPGI)135,253+5,24062,3430.17%+2,337
COCA COLA CO(KO)18735,727+35,540112,2740.16%+2,263
REPUBLIC SVCS INC(RSG)011,180+11,18002,1730.15%+2,173
HCA HEALTHCARE INC(HCA)136,773+6,76042,1760.15%+2,172
SYNOPSYS INC(SNPS)03,563+3,56302,1200.15%+2,120
ELEVANCE HEALTH INC(ELV)113,919+3,90862,1240.15%+2,118
ANGLOGOLD ASHANTI PLC(AU)079,659+79,65902,0020.14%+2,002
GILEAD SCIENCES INC(GILD)64929,834+29,185482,0470.14%+1,999
CADENCE DESIGN SYSTEM INC(CDNS)136,471+6,45841,9910.14%+1,987
CAMPBELL SOUP CO(CPB)1743,964+43,94711,9870.14%+1,986
PEPSICO INC(PEP)7612,075+11,999131,9920.14%+1,978
REALTY INCOME CORP(O)037,438+37,43801,9770.14%+1,977
NEXTERA ENERGY INC(NEE)4827,469+27,42131,9450.14%+1,942
BHP GROUP LTD033,732+33,73201,9260.14%+1,926
PRUDENTIAL FINL INC(PFH)016,151+16,15101,8930.13%+1,893
INGERSOLL RAND INC(IR)920,465+20,45611,8590.13%+1,858
LYONDELLBASELL INDUSTRIES N
SHS - A -
019,357+19,35701,8520.13%+1,852
BOOKING HOLDINGS INC(BKNG)0463+46301,8340.13%+1,834
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Frank, Rimerman Advisors LLC — 13F Holdings — Q2 2024 | TickerTrail