Grimes & Company, Inc. Purchases in Q3 2025

Grimes & Company, Inc.

  • $3.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.71K
+ 22.83%
$72.57 - $74.72 $415K - $427K
30.7K $2.29M
MSTR
Microstrategy Inc

Technology
1.51K
+ 260.83%
$300.7 - $455.9 $453K - $686K
2.08K $670K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.32K
+ 55.01%
$68.24 - $73.73 $363K - $392K
15K $1.1M
EQT
Eqt Corp

Energy
7.86K
New
$49.19 - $59.19 $386K - $465K
7.86K $427K
INTU
Intuit Inc

Technology
683
+ 176.49%
$646.03 - $807.39 $441K - $551K
1.07K $730K
PM
Philip Morris International Inc.

Consumer Defensive
3.31K
+ 52.48%
$157.77 - $183.27 $522K - $606K
9.61K $1.56M
BP
Bp PLC

Energy
11.8K
New
$30.25 - $35.69 $356K - $420K
11.8K $405K
LNC
Lincoln National Corp

Financial Services
9.49K
New
$33.37 - $43.29 $317K - $411K
9.49K $382K
GS
Goldman Sachs Group Inc

Financial Services
44
+ 1.13%
$696.56 - $806.32 $30.6K - $35.5K
3.95K $3.15M
CAT
Caterpillar Inc

Industrials
165
+ 4.97%
$390.92 - $477.15 $64.5K - $78.7K
3.48K $1.66M
MRK
Merck & Co., Inc.

Healthcare
2.73K
+ 11.27%
$77.6 - $87.37 $212K - $238K
26.9K $2.26M
GILD
Gilead Sciences, Inc.

Healthcare
2.87K
+ 1.83%
$108.22 - $120.47 $311K - $346K
160K $17.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
23
+ 0.15%
$276.51 - $305.12 $6.36K - $7.02K
15.5K $4.63M
MRCY
Mercury Systems Inc

Industrials
4.22K
New
$50.09 - $77.4 $211K - $327K
4.22K $326K
PFE
Pfizer Inc

Healthcare
7.88K
+ 8.05%
$23.29 - $25.88 $183K - $204K
106K $2.69M
TXT
Textron Inc

Industrials
9
+ 0.01%
$77.02 - $87.21 $693 - $785
76.4K $6.45M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
308
+ 4.0%
$435.72 - $463.74 $134K - $143K
8.01K $3.71M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.58K
New
$108.08 - $121.73 $279K - $314K
2.58K $310K
APP
App Lovin Corp

Technology
406
New
$335.1 - $718.54 $136K - $292K
406 $291K
INSM
Insmed Inc

Healthcare
2K
New
$96.14 - $147.2 $192K - $294K
2K $288K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
84
+ 0.27%
$126.64 - $135.65 $10.6K - $11.4K
31.1K $4.22M
MNST
Monster Beverage Corp

Consumer Defensive
4.16K
New
$58.65 - $67.31 $244K - $280K
4.16K $280K
SAN
Banco Santander, S.A.

Financial Services
26.5K
New
$8.27 - $10.48 $219K - $278K
26.5K $277K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.64K
New
$33.26 - $34.01 $254K - $260K
7.64K $258K
GLD
Spdr Gold Trust

ETFs
15
+ 0.3%
$300.96 - $355.47 $4.51K - $5.33K
4.95K $1.76M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.48K
+ 46.18%
$135.0 - $146.02 $200K - $216K
4.69K $683K
ESE
Esco Technologies Inc

Technology
1.16K
New
$185.22 - $217.75 $215K - $252K
1.16K $244K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.76K
+ 18.91%
$23.82 - $25.84 $161K - $175K
42.5K $1.09M
WM
Waste Management Inc

Industrials
1.08K
New
$213.88 - $237.1 $231K - $256K
1.08K $238K
BX
Blackstone Inc.

Financial Services
1.39K
New
$152.77 - $188.68 $213K - $262K
1.39K $237K
IWS
Ishares Russell Midcap Value E

ETFs
1.69K
New
$132.83 - $140.61 $224K - $237K
1.69K $235K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.13K
+ 80.47%
$182.33 - $194.5 $205K - $219K
2.52K $490K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.97K
New
$69.9 - $78.26 $207K - $232K
2.97K $230K
ENB
Enbridge Inc

Energy
4.53K
New
$43.79 - $50.46 $198K - $229K
4.53K $228K
LEN
Lennar Corp

Consumer Cyclical
1.8K
New
$107.73 - $142.4 $193K - $256K
1.8K $226K
COIN
Coinbase Global, Inc.

Technology
661
New
$297.99 - $419.78 $197K - $277K
661 $223K
EA
Electronic Arts Inc.

Communication Services
1.09K
New
$147.79 - $202.05 $160K - $219K
1.09K $218K
IWD
Ishares Russell 1000 Val ETF

ETFs
519
+ 4.61%
$192.76 - $203.86 $100K - $106K
11.8K $2.4M
TXN
Texas Instruments Inc

Technology
1.07K
+ 3.56%
N/A
31.2K $6.08M
KBE
Spdr S&P Bank ETF

ETFs
3.48K
New
$55.26 - $61.99 $193K - $216K
3.48K $207K
HCA
Hca Healthcare, Inc.

Healthcare
485
New
$334.32 - $426.2 $162K - $207K
485 $206K
VTV
Vanguard Value ETF

ETFs
579
+ 6.02%
$175.51 - $186.57 $102K - $108K
10.2K $1.9M
VV
Vanguard Large Cap ETF

ETFs
532
+ 33.08%
$285.05 - $309.14 $152K - $164K
2.14K $658K
HYG
Ishares Tr

ETFs
1.93K
+ 6.28%
$79.85 - $81.32 $154K - $157K
32.6K $2.65M
VLO
Valero Energy Corp

Energy
28
+ 0.63%
$131.77 - $175.63 $3.69K - $4.92K
4.47K $760K
DIS
Walt Disney CO

Communication Services
7.74K
+ 10.12%
$112.25 - $124.0 $868K - $959K
84.2K $9.64M
ITW
Illinois Tool Works Inc

Industrials
51
+ 0.5%
$252.31 - $269.41 $12.9K - $13.7K
10.3K $2.68M
VOE
Vanguard Mid Cap Value Index F

ETFs
57
+ 0.41%
$164.63 - $174.58 $9.38K - $9.95K
14K $2.44M
COP
Conocophillips

Energy
923
+ 7.29%
$91.0 - $98.99 $84K - $91.4K
13.6K $1.29M
Activity Summary
Buys All Purchases 255 New Holdings 50 Increased Positions 205 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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