Grimes & Company, Inc. Purchases in Q1 2025

Grimes & Company, Inc.

  • $3.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
828
+ 3.94%
$25.58 - $29.24 $21.2K - $24.2K
21.9K $572K
CNI
Canadian National Railway CO

Industrials
11
+ 0.37%
$95.46 - $106.79 $1.05K - $1.17K
2.97K $289K
VOX
Vanguard Communication Service

ETFs
5
+ 0.27%
$147.73 - $169.24 $739 - $846
1.84K $272K
CARR
Carrier Global Corp

Industrials
641
+ 5.79%
$62.07 - $70.55 $39.8K - $45.2K
11.7K $742K
SRLN
Ssga Active Trust

ETFs
58
+ 0.18%
$41.02 - $41.99 $2.38K - $2.44K
31.9K $1.31M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.26%
$302.31 - $337.54 $907 - $1.01K
1.17K $357K
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.28%
$120.29 - $134.6 $1.08K - $1.21K
3.2K $390K
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.38%
$253.32 - $282.66 $1.52K - $1.7K
1.59K $405K
CEG
Constellation Energy Corp

Utilities
62
+ 4.27%
$201.63 - $347.44 $12.5K - $21.5K
1.51K $305K
KRE
Spdr S&P Regional Banking ETF

ETFs
6
+ 0.11%
$55.11 - $65.5 $331 - $393
5.47K $308K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.07%
$114.9 - $139.6 $230 - $279
2.98K $351K
VOE
Vanguard Mid Cap Value Index F

ETFs
72
+ 0.5%
$156.61 - $168.02 $11.3K - $12.1K
14.6K $2.32M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
2.09K
+ 4.88%
$7.39 - $9.09 $15.4K - $19K
44.9K $333K
CRF
Cornerstone Total Return Fund Inc

Financial Services
685
+ 2.68%
$7.17 - $9.1 $4.91K - $6.23K
26.2K $188K
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.28%
$96.3 - $112.23 $867 - $1.01K
3.24K $315K
MCHP
Microchip Technology Inc

Technology
141
+ 2.89%
$48.41 - $64.3 $6.83K - $9.07K
5.02K $243K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$210.19 - $243.33 $210 - $243
1.66K $348K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
104
+ 0.29%
$21.23 - $23.75 $2.21K - $2.47K
35.6K $764K
AVUV
American Centy ETF Tr Avantis

ETFs
18
+ 0.37%
$84.95 - $100.62 $1.53K - $1.81K
4.84K $422K
ROK
Rockwell Automation, Inc

Industrials
40
+ 1.93%
$255.29 - $303.75 $10.2K - $12.2K
2.12K $546K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.28%
$522.96 - $601.18 $2.09K - $2.4K
1.45K $773K
VOT
Vanguard Mid Cap Growth Index

ETFs
6
+ 0.11%
$237.72 - $276.98 $1.43K - $1.66K
5.45K $1.33M
PFE
Pfizer Inc

Healthcare
1.85K
+ 1.98%
$25.01 - $27.13 $46.4K - $50.3K
95.7K $2.42M
VTI
Vanguard Total Stock Market Et

ETFs
271
+ 2.79%
$271.18 - $303.12 $73.5K - $82.1K
9.97K $2.73M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.15%
$542.38 - $646.34 $1.08K - $1.29K
1.33K $719K
TT
Trane Technologies PLC

Industrials
12
+ 0.27%
$332.0 - $400.86 $3.98K - $4.81K
4.5K $1.52M
DHR
Danaher Corp

Healthcare
132
+ 1.79%
$201.62 - $250.59 $26.6K - $33.1K
7.52K $1.54M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
194
+ 0.65%
$113.22 - $126.36 $22K - $24.5K
30.1K $3.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
138
+ 2.15%
$360.07 - $417.26 $49.7K - $57.6K
6.55K $2.36M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
483
+ 1.73%
$62.43 - $84.12 $30.2K - $40.6K
28.3K $1.85M
ORCL
Oracle Corp

Technology
79
+ 0.65%
$139.81 - $186.47 $11K - $14.7K
12.3K $1.72M
TXT
Textron Inc

Industrials
9
+ 0.01%
$70.19 - $81.2 $632 - $731
76.4K $5.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.46K
+ 3.21%
$57.21 - $65.8 $312K - $359K
176K $10.2M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.68K
+ 13.32%
$161.05 - $222.93 $592K - $820K
31.3K $5.74M
LMT
Lockheed Martin Corp

Industrials
503
+ 3.15%
$423.19 - $506.29 $213K - $255K
16.5K $7.36M
HYD
Vaneck High Yield Muni ETF

ETFs
11K
+ 0.93%
$50.79 - $52.53 $559K - $578K
1.2M $61.3M
AXP
American Express CO

Financial Services
12
+ 0.03%
$255.39 - $325.87 $3.06K - $3.91K
40.1K $10.8M
AMAT
Applied Materials Inc

Technology
883
+ 1.18%
$145.06 - $195.51 $128K - $173K
75.8K $11M
NVO
Novo Nordisk A S

Healthcare
3.27K
+ 3.16%
$69.3 - $90.95 $227K - $298K
107K $7.43M
RF
Regions Financial Corp

Financial Services
10.5K
+ 1.09%
$20.84 - $24.77 $218K - $259K
973K $21.2M
INCY
Incyte Corp

Healthcare
403
+ 0.22%
$60.0 - $75.26 $24.2K - $30.3K
184K $11.2M
AMD
Advanced Micro Devices Inc

Technology
2.7K
+ 2.16%
$96.63 - $129.55 $261K - $350K
128K $13.1M
ACN
Accenture PLC

Technology
1.14K
+ 1.74%
$300.91 - $398.25 $344K - $455K
66.6K $20.8M
TROW
Price T Rowe Group Inc

Financial Services
18.7K
+ 9.8%
$91.57 - $116.93 $1.71M - $2.19M
210K $19.3M
GOOG
Alphabet Inc.

Communication Services
130
+ 0.18%
$156.06 - $207.71 $20.3K - $27K
71.3K $11.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.59K
+ 1.12%
$65.15 - $91.81 $104K - $146K
143K $9.33M
RHI
Robert Half International Inc.

Industrials
20.9K
+ 8.13%
$51.96 - $71.3 $1.09M - $1.49M
278K $15.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.06K
+ 2.86%
$190.26 - $242.06 $773K - $983K
146K $27.8M
CRM
Salesforce, Inc.

Technology
86
+ 0.14%
$268.36 - $359.95 $23.1K - $31K
62.1K $16.7M
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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