Grimes & Company, Inc. Purchases in Q2 2025

Grimes & Company, Inc.

  • $3.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.01M
New
$22.4 - $23.8 $157M - $167M
7.01M $167M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.45M
New
$35.3 - $37.51 $157M - $167M
4.45M $167M
IEFA
Ishares Tr

ETFs
1.56M
+ 78.41%
$67.83 - $84.09 $106M - $131M
3.54M $296M
XLK
Technology Sector Spdr

ETFs
217K
+ 71.03%
$179.73 - $253.23 $39.1M - $55M
523K $133M
SUB
Ishares Short Term National Mu

ETFs
543K
+ 10878.55%
$104.77 - $106.34 $56.9M - $57.7M
548K $58.2M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.26M
+ 12353.56%
$24.14 - $25.43 $54.5M - $57.4M
2.27M $56.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.09M
New
$50.52 - $50.92 $55.1M - $55.5M
1.09M $55.5M
IEMG
Ishares Inc

ETFs
850K
+ 50.75%
N/A
2.52M $135M
IVV
Ishares Core S&P 500 ETF

ETFs
24.6K
+ 11.08%
$498.8 - $620.9 $12.3M - $15.3M
247K $153M
VB
Vanguard Small Cap ETF

ETFs
7.23K
+ 1.26%
$193.73 - $237.37 $1.4M - $1.72M
583K $138M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
40.1K
New
$139.8 - $197.22 $5.61M - $7.91M
40.1K $7.91M
KCE
Spdr S&P Capital Markets ETF

ETFs
53.8K
New
$108.52 - $144.93 $5.84M - $7.79M
53.8K $7.76M
WDAY
Workday, Inc.

Technology
29.2K
New
$210.47 - $274.71 $6.16M - $8.03M
29.2K $7.02M
ZION
Zions Bancorporation, National Association

Financial Services
127K
New
$41.39 - $51.94 $5.27M - $6.62M
127K $6.62M
ETN
Eaton Corp PLC

Industrials
931
+ 1.39%
$246.52 - $356.99 $230K - $332K
68.1K $24.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
49K
+ 36.65%
$96.84 - $99.46 $4.75M - $4.88M
183K $18.1M
AMZN
Amazon Com Inc

Consumer Cyclical
627
+ 0.43%
$167.32 - $223.3 $105K - $140K
147K $32.1M
VIS
Vanguard Industrial ETF

ETFs
14.9K
New
$220.04 - $280.07 $3.27M - $4.17M
14.9K $4.17M
XLY
Select Sector Spdr Consumer Di

ETFs
9.23K
+ 9.2%
$176.34 - $218.59 $1.63M - $2.02M
110K $23.8M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
60K
New
$51.36 - $62.5 $3.08M - $3.75M
60K $3.75M
IYT
Ishares Tr U.S. Transportation

ETFs
51.5K
New
$55.22 - $68.54 $2.84M - $3.53M
51.5K $3.53M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
37.1K
+ 37.94%
$56.88 - $70.77 $2.11M - $2.63M
135K $9.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.4K
+ 10.66%
$152.93 - $181.74 $1.89M - $2.25M
129K $23.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
79.4K
+ 18.57%
$19.6 - $24.44 $1.56M - $1.94M
507K $12.4M
VDC
Vanguard Consumer Staples ETF

ETFs
12.2K
New
$204.89 - $224.73 $2.5M - $2.74M
12.2K $2.67M
DFAE
Dimensional ETF Tr

ETFs
50.7K
+ 13.39%
$22.87 - $28.95 $1.16M - $1.47M
429K $12.4M
IBB
Ishares Biotechnology ETF

ETFs
18.2K
New
$112.02 - $129.0 $2.03M - $2.34M
18.2K $2.3M
BAC
Bank Of America Corp

Financial Services
11.9K
+ 4.35%
$34.39 - $47.46 $409K - $565K
285K $13.5M
AXP
American Express CO

Financial Services
261
+ 0.65%
$231.39 - $318.98 $60.4K - $83.3K
40.4K $12.9M
RF
Regions Financial Corp

Financial Services
4.99K
+ 0.51%
$18.34 - $23.52 $91.5K - $117K
978K $23M
XLF
Financial Sector Spdr

ETFs
12.9K
+ 3.46%
$43.92 - $52.37 $566K - $675K
385K $20.2M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
6.94K
New
$160.63 - $257.78 $1.11M - $1.79M
6.94K $1.78M
GOOG
Alphabet Inc.

Communication Services
1.14K
+ 1.6%
$146.58 - $180.01 $167K - $205K
72.4K $12.9M
VCR
Vanguard Consumer Discretionar

ETFs
1.85K
+ 6.49%
$290.42 - $364.35 $536K - $673K
30.3K $11M
VGT
Vanguard Information Technolog

ETFs
2.23K
+ 168.08%
$470.37 - $663.28 $1.05M - $1.48M
3.55K $2.36M
IHE
Ishares Tr

ETFs
22.4K
New
$61.0 - $68.22 $1.37M - $1.53M
22.4K $1.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.62K
+ 17.11%
$456.74 - $568.03 $738K - $917K
11.1K $6.28M
FXG
First Tr Exchange Traded First

ETFs
22.6K
New
$61.21 - $66.04 $1.38M - $1.49M
22.6K $1.43M
FCOM
Fidelity Covington Tr Msci Com

ETFs
21.2K
New
$50.44 - $64.81 $1.07M - $1.37M
21.2K $1.37M
ORCL
Oracle Corp

Technology
1.26K
+ 10.28%
$122.82 - $218.63 $155K - $276K
13.5K $2.96M
NVO
Novo Nordisk A S

Healthcare
18.4K
+ 17.21%
$58.08 - $81.05 $1.07M - $1.49M
125K $8.65M
XLP
Consumer Staples Sector Spdr

ETFs
15.8K
+ 5.22%
N/A
319K $24.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.15K
+ 19.91%
$416.06 - $551.64 $480K - $637K
6.95K $3.83M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
9.71K
+ 59.03%
$73.02 - $90.22 $709K - $876K
26.2K $2.33M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.1K
+ 5.08%
$17.76 - $22.1 $268K - $334K
312K $6.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.54K
+ 1.16%
$32.66 - $40.75 $82.9K - $103K
222K $9M
GNRC
Generac Holdings Inc.

Industrials
751
+ 1.52%
$101.92 - $143.21 $76.5K - $108K
50.2K $7.19M
IYW
Ishares Dj Us Tech ETF

ETFs
5.27K
New
$122.57 - $173.27 $646K - $914K
5.27K $913K
EFA
Ishares Tr Msci Eafe ETF

ETFs
402
+ 0.41%
$72.96 - $90.39 $29.3K - $36.3K
97.4K $8.71M
Activity Summary
Buys All Purchases 262 New Holdings 55 Increased Positions 207 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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