Grimes & Company, Inc. Purchases in Q3 2025

Grimes & Company, Inc.

  • $3.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
921
+ 30.83%
$137.51 - $145.26 $127K - $134K
3.91K $556K
EXPE
Expedia Group, Inc.

Consumer Cyclical
25
+ 0.84%
$171.01 - $228.24 $4.28K - $5.71K
3.01K $642K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
420
+ 1.61%
$87.05 - $93.19 $36.6K - $39.1K
26.6K $2.47M
MPC
Marathon Petroleum Corp

Energy
31
+ 0.63%
$158.59 - $198.69 $4.92K - $6.16K
4.94K $951K
FCOM
Fidelity Covington Tr Msci Com

ETFs
9
+ 0.04%
$63.98 - $72.59 $576 - $653
21.2K $1.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
11
+ 0.44%
$116.14 - $168.56 $1.28K - $1.85K
2.54K $427K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
168
+ 0.59%
$39.06 - $43.42 $6.56K - $7.29K
28.5K $1.24M
NEE
Nextera Energy Inc

Utilities
223
+ 1.28%
$69.77 - $77.54 $15.6K - $17.3K
17.6K $1.33M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.91K
+ 16.18%
$50.9 - $52.37 $97.2K - $100K
13.7K $716K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.15K
+ 3.04%
$20.84 - $21.03 $107K - $108K
174K $3.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.11K
+ 14.28%
$26.38 - $27.95 $82K - $86.9K
24.9K $679K
DVY
Ishares Tr

ETFs
33
+ 0.36%
$133.88 - $142.57 $4.42K - $4.7K
9.2K $1.31M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.26%
$498.9 - $609.32 $998 - $1.22K
757 $461K
ATO
Atmos Energy Corp

Utilities
220
+ 8.01%
$151.51 - $170.75 $33.3K - $37.6K
2.97K $506K
VBR
Vanguard Small Cap Value ETF

ETFs
129
+ 3.25%
$195.41 - $212.37 $25.2K - $27.4K
4.1K $856K
AZO
Autozone Inc

Consumer Cyclical
2
+ 1.74%
$3649.42 - $4354.54 $7.3K - $8.71K
117 $501K
USB
Us Bancorp \De\

Financial Services
22
+ 0.09%
$43.94 - $50.41 $967 - $1.11K
23.5K $1.13M
VOT
Vanguard Mid Cap Growth Index

ETFs
79
+ 1.53%
$282.75 - $294.19 $22.3K - $23.2K
5.25K $1.54M
EMR
Emerson Electric CO

Industrials
680
+ 7.15%
$128.6 - $149.63 $87.4K - $102K
10.2K $1.34M
GPC
Genuine Parts CO

Consumer Cyclical
25
+ 0.71%
$122.23 - $142.77 $3.06K - $3.57K
3.54K $491K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
552
+ 14.79%
$72.65 - $78.68 $40.1K - $43.4K
4.28K $335K
DUK
Duke Energy Corp

Utilities
52
+ 0.55%
$116.31 - $125.93 $6.05K - $6.55K
9.45K $1.17M
D
Dominion Energy, Inc

Utilities
88
+ 0.81%
$56.32 - $62.1 $4.96K - $5.46K
11K $671K
GD
General Dynamics Corp

Industrials
16
+ 1.57%
$293.92 - $341.0 $4.7K - $5.46K
1.04K $352K
DELL
Dell Technologies Inc.

Technology
12
+ 0.43%
$120.96 - $141.77 $1.45K - $1.7K
2.81K $398K
FOLD
Amicus Therapeutics, Inc.

Healthcare
456
+ 1.91%
$5.84 - $8.57 $2.66K - $3.91K
24.4K $192K
ALLE
Allegion PLC

Industrials
30
+ 2.06%
$145.55 - $179.33 $4.37K - $5.38K
1.49K $264K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
15.4K
New
$2.59 - $3.75 $39.9K - $57.8K
15.4K $50K
UNP
Union Pacific Corp

Industrials
2
+ 0.03%
$214.91 - $237.16 $430 - $474
7.88K $1.86M
FE
Firstenergy Corp

Utilities
1
+ 0.01%
$39.76 - $45.82 $39.8 - $45.8
9.08K $415K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1
+ 0.04%
$83.08 - $100.2 $83.1 - $100
2.79K $279K
TRV
Travelers Companies, Inc.

Financial Services
73
+ 2.99%
$250.62 - $279.43 $18.3K - $20.4K
2.51K $701K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.12%
$243.93 - $275.62 $488 - $551
1.66K $454K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.28%
$567.09 - $607.37 $2.27K - $2.43K
1.45K $863K
EBC
Eastern Bankshares, Inc.

Financial Services
55
+ 0.37%
$15.03 - $18.34 $827 - $1.01K
14.9K $270K
AFL
Aflac Inc

Financial Services
6
+ 0.09%
$98.09 - $111.7 $589 - $670
6.71K $749K
IWR
Ishares Russell Mid Cap ETF

ETFs
28
+ 0.34%
$92.26 - $97.51 $2.58K - $2.73K
8.31K $802K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
68
+ 0.55%
$52.12 - $55.33 $3.54K - $3.76K
12.4K $685K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
728
+ 6.25%
$45.26 - $46.63 $32.9K - $33.9K
12.4K $572K
IJS
Ishares S&P Smallcap 600 Value

ETFs
29
+ 0.93%
$98.99 - $112.2 $2.87K - $3.25K
3.16K $349K
MCK
Mckesson Corp

Healthcare
10
+ 1.37%
$659.01 - $772.54 $6.59K - $7.73K
738 $570K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.13%
$108.97 - $121.65 $436 - $487
3.19K $385K
CSX
Csx Corp

Industrials
244
+ 2.71%
$32.05 - $36.52 $7.82K - $8.91K
9.24K $328K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.24%
$339.37 - $366.46 $1.02K - $1.1K
1.25K $456K
EPD
Enterprise Products Partners L.P.

Energy
848
+ 6.1%
$30.74 - $32.14 $26.1K - $27.3K
14.8K $461K
WCC
Wesco International Inc

Industrials
2
+ 0.18%
$189.22 - $227.19 $378 - $454
1.11K $234K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
5.51K
+ 14.55%
$1.7 - $3.97 $9.36K - $21.9K
43.3K $94K
PH
Parker Hannifin Corp

Industrials
2
+ 0.42%
$697.13 - $769.67 $1.39K - $1.54K
476 $360K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.14%
$51.78 - $57.89 $362 - $405
5K $287K
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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