Grimes & Company, Inc. Incresed Positions in Q4 2024

Grimes & Company, Inc.

  • $3.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
231K
+ 121.9%
N/A
421K $32M
XLB
Select Sector Spdr Fd Material

ETFs
114K
+ 220.82%
$83.8 - $97.58 $9.54M - $11.1M
165K $13.9M
VB
Vanguard Small Cap ETF

ETFs
27.3K
+ 4.05%
$233.76 - $261.58 $6.39M - $7.15M
702K $169M
XLC
Select Sector Spdr Tr Communic

ETFs
21.9K
+ 2.87%
$89.66 - $102.16 $1.96M - $2.24M
785K $76M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
296K
+ 3.12%
$20.98 - $21.19 $6.21M - $6.27M
9.79M $206M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
237K
+ 5.39%
$42.33 - $43.3 $10M - $10.3M
4.64M $198M
XLK
Technology Sector Spdr

ETFs
17K
+ 4.62%
$220.26 - $241.44 $3.75M - $4.11M
386K $89.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
12K
+ 502.09%
$501.29 - $612.85 $6.02M - $7.35M
14.4K $7.49M
SJNK
Spdr Bloomberg Short Term High

ETFs
379K
+ 5.08%
$25.09 - $25.69 $9.52M - $9.75M
7.85M $198M
AMZN
Amazon Com Inc

Consumer Cyclical
4.31K
+ 3.13%
$180.88 - $232.93 $779K - $1M
142K $31.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 0.55%
$570.51 - $610.59 $752K - $805K
240K $142M
CSCO
Cisco Systems, Inc.

Technology
5.35K
+ 0.97%
$52.45 - $60.02 $280K - $321K
555K $32.8M
IEMG
Ishares Inc

ETFs
61.5K
+ 2.22%
N/A
2.83M $152M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
36.7K
+ 38.84%
$96.64 - $101.23 $3.54M - $3.71M
131K $12.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
43.6K
+ 985.05%
$58.46 - $65.6 $2.55M - $2.86M
48K $2.81M
VCR
Vanguard Consumer Discretionar

ETFs
2.84K
+ 7.35%
$328.51 - $401.37 $933K - $1.14M
41.5K $15.6M
GILD
Gilead Sciences, Inc.

Healthcare
1.54K
+ 0.86%
$83.95 - $97.9 $129K - $150K
179K $16.6M
FFIV
F5, Inc.

Technology
20
+ 0.04%
$213.56 - $263.36 $4.27K - $5.27K
47.4K $11.9M
TROW
Price T Rowe Group Inc

Financial Services
4.8K
+ 2.57%
$106.48 - $124.69 $511K - $598K
191K $21.6M
HYD
Vaneck High Yield Muni ETF

ETFs
50.6K
+ 4.44%
$51.09 - $53.06 $2.58M - $2.68M
1.19M $61.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
370K
+ 225.56%
$22.4 - $68.28 $8.28M - $25.2M
534K $12.4M
HPE
Hewlett Packard Enterprise CO

Technology
3.78K
+ 0.29%
$19.31 - $23.95 $73K - $90.6K
1.3M $27.7M
BAC
Bank Of America Corp

Financial Services
452
+ 0.16%
$39.22 - $47.77 $17.7K - $21.6K
279K $12.3M
PAYX
Paychex Inc

Industrials
1.1K
+ 0.64%
$135.86 - $148.73 $149K - $163K
173K $24.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
486
+ 0.34%
$77.25 - $91.3 $37.5K - $44.4K
141K $12.1M
DFAE
Dimensional ETF Tr

ETFs
56.9K
+ 22.29%
$25.36 - $28.15 $1.44M - $1.6M
312K $7.91M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
98.2K
+ 4.24%
$25.3 - $26.31 $2.48M - $2.58M
2.41M $61.7M
MUB
Ishares National Muni Bond ETF

ETFs
8.4K
+ 172.47%
$105.78 - $108.7 $889K - $913K
13.3K $1.41M
VTI
Vanguard Total Stock Market Et

ETFs
1.86K
+ 23.64%
$280.04 - $302.45 $519K - $561K
9.7K $2.81M
RF
Regions Financial Corp

Financial Services
16.3K
+ 1.73%
$22.45 - $27.47 $367K - $449K
963K $22.6M
IEZ
Ishares Tr

ETFs
27.1K
+ 56.96%
$18.93 - $22.09 $513K - $598K
74.6K $1.48M
BSX
Boston Scientific Corp

Healthcare
4.95K
+ 61.95%
$83.62 - $91.5 $414K - $453K
12.9K $1.16M
WFC
Wells Fargo & Company

Financial Services
700
+ 2.21%
$54.98 - $77.35 $38.5K - $54.1K
32.4K $2.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.27K
+ 4.47%
$61.68 - $67.87 $449K - $494K
170K $10.6M
MA
Mastercard Inc

Financial Services
60
+ 0.51%
$491.3 - $536.15 $29.5K - $32.2K
11.7K $6.17M
EOG
Eog Resources Inc

Energy
3.32K
+ 2.3%
$118.22 - $136.54 $392K - $453K
148K $18.1M
GS
Goldman Sachs Group Inc

Financial Services
34
+ 0.87%
$486.1 - $608.57 $16.5K - $20.7K
3.93K $2.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 0.24%
$567.81 - $607.81 $30.7K - $32.8K
22.2K $13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
876
+ 5.22%
$442.29 - $483.08 $387K - $423K
17.7K $8.01M
HON
Honeywell International Inc

Industrials
587
+ 8.47%
$202.84 - $236.0 $119K - $139K
7.52K $1.7M
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 8.26%
$79.1 - $95.7 $98.3K - $119K
16.3K $1.47M
CVX
Chevron Corp

Energy
2.51K
+ 4.21%
$141.15 - $162.53 $354K - $408K
62.1K $9M
BA
Boeing CO

Industrials
775
+ 25.06%
$138.14 - $180.72 $107K - $140K
3.87K $684K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.4K
+ 56.59%
$51.09 - $55.27 $225K - $243K
12.2K $623K
VBK
Vanguard Small Cap Growth ETF

ETFs
36
+ 0.24%
$264.18 - $304.19 $9.51K - $11K
15.2K $4.25M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
15.3K
+ 25.47%
$12.66 - $13.39 $193K - $204K
75.2K $966K
LNG
Cheniere Energy, Inc.

Energy
451
+ 24.16%
$181.07 - $225.92 $81.7K - $102K
2.32K $498K
NEE
Nextera Energy Inc

Utilities
4.18K
+ 38.82%
$69.77 - $85.43 $292K - $357K
15K $1.07M
ACN
Accenture PLC

Technology
768
+ 1.19%
$343.9 - $376.86 $264K - $289K
65.5K $23M
Activity Summary
Buys All Purchases 236 New Holdings 38 Increased Positions 198 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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