Fund HoldingsFrank, Rimerman Advisors LLC

Total Portfolio Value
$1.41B
Total Bought
$888.35M
Total Sold
$17.05M
Net Transaction
+$871.29M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0352,061+352,061074,1515.25%+74,151
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)09,575+9,57508,1390.58%+8,139
BERKSHIRE HATHAWAY INC DEL29019,549+19,2591227,9530.56%+7,831
UNITEDHEALTH GROUP INC(UNH)014,749+14,74907,5110.53%+7,511
VISA INC(V)028,183+28,18307,3970.52%+7,397
NETFLIX INC(NFLX)53,15857,999+4,84132,28439,1422.77%+6,858
EXXON MOBIL CORP057,932+57,93206,6690.47%+6,669
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)031,427+31,42706,2190.44%+6,219
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 INC021,462+21,46205,0650.36%+5,065
TECK RESOURCES LTD(TECK)0104,149+104,14904,9890.35%+4,989
PROCTER AND GAMBLE CO(PG)030,336+30,33605,0030.35%+5,003
ADOBE INC(ADBE)09,697+9,69705,3870.38%+5,387
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)026,055+26,05504,4690.32%+4,469
HOME DEPOT INC(HD)013,004+13,00404,4760.32%+4,476
JOHNSON & JOHNSON(JNJ)031,541+31,54104,6100.33%+4,610
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)03,291+3,29104,2050.30%+4,205
AMGEN INC(AMGN)013,547+13,54704,2330.30%+4,233
CHEVRON CORP NEW(CVX)026,126+26,12604,0870.29%+4,087
CME GROUP INC(CME)020,149+20,14903,9610.28%+3,961
INTUIT(INTU)05,997+5,99703,9410.28%+3,941
TEXAS INSTRS INC(TXN)020,151+20,15103,9200.28%+3,920
MERCK & CO INC(MRK)42431,879+31,455563,9470.28%+3,891
ALTRIA GROUP INC(MO)085,122+85,12203,8770.27%+3,877
VERIZON COMMUNICATIONS INC(VZ)093,990+93,99003,8760.27%+3,876
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)095,169+95,16903,7270.26%+3,727
SALESFORCE INC(CRM)1,44415,894+14,4504354,0860.29%+3,651
UNION PAC CORP(UNP)016,057+16,05703,6330.26%+3,633
GE AEROSPACE(GE)022,561+22,56103,5870.25%+3,587
MICRON TECHNOLOGY INC(MU)027,180+27,18003,5750.25%+3,575
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
010,363+10,36303,1440.22%+3,144
LAM RESEARCH CORP(LRCX)02,912+2,91203,1010.22%+3,101
PHILIP MORRIS INTL INC(PM)030,184+30,18403,0590.22%+3,059
EATON CORP PLC(ETN)09,720+9,72003,0480.22%+3,048
MORGAN STANLEY(MS)031,208+31,20803,0330.21%+3,033
NRG ENERGY INC(NRG)038,811+38,81103,0220.21%+3,022
CISCO SYS INC(CSCO)064,064+64,06403,0440.22%+3,044
AT&T INC(T)0152,220+152,22002,9090.21%+2,909
PFIZER INC(PFE)0101,887+101,88702,8510.20%+2,851
MCDONALDS CORP(MCD)011,117+11,11702,8330.20%+2,833
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)011,053+11,05302,5590.18%+2,559
SONY GROUP CORP(SONY)029,834+29,83402,5340.18%+2,534
THERMO FISHER SCIENTIFIC INC(TMO)04,598+4,59802,5430.18%+2,543
ICICI BANK LIMITED(IBN)086,915+86,91502,5040.18%+2,504
VERTEX PHARMACEUTICALS INC(VRTX)05,309+5,30902,4880.18%+2,488
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)017,853+17,85302,4430.17%+2,443
GENERAL MLS INC(GIS)037,897+37,89702,3970.17%+2,397
LINDE PLC(LIN)05,463+5,46302,3970.17%+2,397
S&P GLOBAL INC(SPGI)05,253+5,25302,3430.17%+2,343
COCA COLA CO(KO)035,727+35,72702,2740.16%+2,274
REPUBLIC SVCS INC(RSG)011,180+11,18002,1730.15%+2,173
HCA HEALTHCARE INC(HCA)06,773+6,77302,1760.15%+2,176
SYNOPSYS INC(SNPS)03,563+3,56302,1200.15%+2,120
ELEVANCE HEALTH INC(ELV)03,919+3,91902,1240.15%+2,124
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)06,471+6,47101,9910.14%+1,991
CAMPBELL SOUP CO(CPB)043,964+43,96401,9870.14%+1,987
PEPSICO INC(PEP)012,075+12,07501,9920.14%+1,992
REALTY INCOME CORP(O)037,438+37,43801,9770.14%+1,977
NEXTERA ENERGY INC(NEE)027,469+27,46901,9450.14%+1,945
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)020,465+20,46501,8590.13%+1,859
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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