Grimes & Company, Inc. Purchases in Q1 2025

Grimes & Company, Inc.

  • $3.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
148
+ 1.69%
$167.73 - $179.21 $24.8K - $26.5K
8.9K $1.52M
CRWD
Crowd Strike Holdings, Inc.

Technology
85
+ 10.8%
$308.86 - $455.36 $26.3K - $38.7K
872 $307K
BND
Vanguard Bd Index Fd Inc Total

ETFs
146
+ 0.79%
$71.17 - $73.66 $10.4K - $10.8K
18.6K $1.36M
MPC
Marathon Petroleum Corp

Energy
28
+ 0.57%
$134.72 - $159.03 $3.77K - $4.45K
4.91K $715K
D
Dominion Energy, Inc

Utilities
183
+ 1.72%
$52.85 - $57.43 $9.67K - $10.5K
10.8K $607K
MS
Morgan Stanley

Financial Services
410
+ 23.89%
$111.68 - $141.08 $45.8K - $57.8K
2.13K $248K
CTSH
Cognizant Technology Solutions Corp

Technology
1.21K
+ 0.8%
$75.32 - $90.7 $91.1K - $110K
152K $11.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
174
+ 2.33%
$408.78 - $448.82 $71.1K - $78.1K
7.64K $3.21M
ITW
Illinois Tool Works Inc

Industrials
333
+ 3.52%
$244.9 - $274.48 $81.6K - $91.4K
9.79K $2.43M
NFLX
Netflix Inc

Communication Services
14
+ 3.87%
$828.4 - $1058.6 $11.6K - $14.8K
376 $350K
SLF
Sun Life Financial Inc

Financial Services
590
+ 17.15%
$54.05 - $59.19 $31.9K - $34.9K
4.03K $230K
MFC
Manulife Financial Corp

Financial Services
213
+ 0.68%
$28.41 - $31.82 $6.05K - $6.78K
31.5K $980K
SPGI
S&P Global Inc.

Financial Services
26
+ 4.86%
$478.26 - $543.77 $12.4K - $14.1K
561 $285K
GFL
Gfl Environmental Inc.

Industrials
1
+ 0.02%
$41.72 - $48.8 $41.7 - $48.8
5.01K $242K
ZTS
Zoetis Inc.

Healthcare
98
+ 7.61%
$156.48 - $175.67 $15.3K - $17.2K
1.39K $228K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
27
+ 0.5%
$128.74 - $138.67 $3.48K - $3.74K
5.47K $734K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
146
+ 5.74%
$81.83 - $82.73 $11.9K - $12.1K
2.69K $222K
BDX
Becton Dickinson & CO

Healthcare
40
+ 3.11%
$222.79 - $249.08 $8.91K - $9.96K
1.33K $304K
ALE
Allete Inc

Utilities
81
+ 1.1%
$64.9 - $65.91 $5.26K - $5.34K
7.44K $488K
FNDX
Schwab Fundamental U S Large C

ETFs
601
+ 6.83%
$23.03 - $25.01 $13.8K - $15K
9.4K $219K
AUR
Aurora Innovation, Inc.

Technology
1K
+ 10.0%
$6.1 - $10.19 $6.1K - $10.2K
11K $74K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23
+ 0.53%
$73.78 - $76.59 $1.7K - $1.76K
4.32K $330K
INTU
Intuit Inc

Technology
24
+ 6.56%
$555.63 - $630.23 $13.3K - $15.1K
390 $239K
PH
Parker Hannifin Corp

Industrials
33
+ 7.71%
$591.65 - $707.05 $19.5K - $23.3K
461 $280K
PSA
Public Storage

Real Estate
23
+ 2.86%
$288.99 - $313.98 $6.65K - $7.22K
826 $247K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22
+ 0.59%
$77.7 - $78.94 $1.71K - $1.74K
3.73K $294K
FE
Firstenergy Corp

Utilities
7
+ 0.08%
$37.95 - $43.5 $266 - $305
9.05K $365K
C
Citigroup Inc

Financial Services
48
+ 1.46%
$67.23 - $84.63 $3.23K - $4.06K
3.33K $236K
ADSK
Autodesk, Inc.

Technology
18
+ 2.3%
N/A
800 $196K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
208
+ 6.74%
$64.88 - $72.1 $13.5K - $15K
3.29K $215K
WMT
Walmart Inc.

Consumer Defensive
507
+ 3.11%
$84.5 - $105.05 $42.8K - $53.3K
16.8K $1.48M
VRIG
Invesco Actively Managed ETF F

ETFs
140
+ 1.27%
$25.06 - $25.19 $3.51K - $3.53K
11.2K $280K
FDX
Fedex Corp

Industrials
150
+ 16.2%
$230.33 - $281.53 $34.5K - $42.2K
1.08K $262K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.16%
N/A
1.23K $227K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
14
+ 0.39%
N/A
3.58K $231K
Uranium Rty Corp
30K
New
N/A
30K $0
Gsk PLC
16.4K
+ 11.75%
N/A
156K $0
American Centy ETF Tr
75.8K
+ 111.45%
N/A
144K $0
Grayscale Bitcoin Mini Tr Et
215
+ 2.88%
N/A
7.69K $0
Solventum Corp
2.91K
New
N/A
2.91K $0
Ge Healthcare Technologies I
45
+ 1.1%
N/A
4.15K $0
Linde PLC
91
+ 9.93%
N/A
1.01K $0
DD
Du Pont De Nemours, Inc.

Basic Materials
39
+ 1.32%
$72.7 - $84.32 $2.84K - $3.29K
3K $224K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
80
+ 0.66%
$49.78 - $53.19 $3.98K - $4.26K
12.3K $620K
PANW
Palo Alto Networks Inc

Technology
66
+ 5.31%
$167.82 - $208.28 $11.1K - $13.7K
1.31K $223K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10
+ 0.38%
$78.0 - $84.37 $780 - $844
2.66K $210K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.31%
$122.59 - $135.24 $613 - $676
1.61K $202K
RL
Ralph Lauren Corp

Consumer Cyclical
14
+ 1.47%
$215.68 - $286.74 $3.02K - $4.01K
964 $212K
BBUS
J P Morgan Exchg Traded Fd

ETFs
6
+ 0.27%
$99.5 - $110.97 $597 - $666
2.19K $221K
Activity Summary
Buys All Purchases 202 New Holdings 25 Increased Positions 177 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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