Grimes & Company, Inc. Incresed Positions in Q2 2025

Grimes & Company, Inc.

  • $3.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
1.56M
+ 78.41%
$67.83 - $84.09 $106M - $131M
3.54M $296M
XLK
Technology Sector Spdr

ETFs
217K
+ 71.03%
$179.73 - $253.23 $39.1M - $55M
523K $133M
SUB
Ishares Short Term National Mu

ETFs
543K
+ 10878.55%
$104.77 - $106.34 $56.9M - $57.7M
548K $58.2M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.26M
+ 12353.56%
$24.14 - $25.43 $54.5M - $57.4M
2.27M $56.4M
IEMG
Ishares Inc

ETFs
850K
+ 50.75%
N/A
2.52M $135M
IVV
Ishares Core S&P 500 ETF

ETFs
24.6K
+ 11.08%
$498.8 - $620.9 $12.3M - $15.3M
247K $153M
VB
Vanguard Small Cap ETF

ETFs
7.23K
+ 1.26%
$193.73 - $237.37 $1.4M - $1.72M
583K $138M
ETN
Eaton Corp PLC

Industrials
931
+ 1.39%
$246.52 - $356.99 $230K - $332K
68.1K $24.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
49K
+ 36.65%
$96.84 - $99.46 $4.75M - $4.88M
183K $18.1M
AMZN
Amazon Com Inc

Consumer Cyclical
627
+ 0.43%
$167.32 - $223.3 $105K - $140K
147K $32.1M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
37.1K
+ 37.94%
$56.88 - $70.77 $2.11M - $2.63M
135K $9.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.4K
+ 10.66%
$152.93 - $181.74 $1.89M - $2.25M
129K $23.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
79.4K
+ 18.57%
$19.6 - $24.44 $1.56M - $1.94M
507K $12.4M
DFAE
Dimensional ETF Tr

ETFs
50.7K
+ 13.39%
$22.87 - $28.95 $1.16M - $1.47M
429K $12.4M
BAC
Bank Of America Corp

Financial Services
11.9K
+ 4.35%
$34.39 - $47.46 $409K - $565K
285K $13.5M
AXP
American Express CO

Financial Services
261
+ 0.65%
$231.39 - $318.98 $60.4K - $83.3K
40.4K $12.9M
RF
Regions Financial Corp

Financial Services
4.99K
+ 0.51%
$18.34 - $23.52 $91.5K - $117K
978K $23M
XLF
Financial Sector Spdr

ETFs
12.9K
+ 3.46%
$43.92 - $52.37 $566K - $675K
385K $20.2M
GOOG
Alphabet Inc.

Communication Services
1.14K
+ 1.6%
$146.58 - $180.01 $167K - $205K
72.4K $12.9M
VCR
Vanguard Consumer Discretionar

ETFs
1.85K
+ 6.49%
$290.42 - $364.35 $536K - $673K
30.3K $11M
VGT
Vanguard Information Technolog

ETFs
2.23K
+ 168.08%
$470.37 - $663.28 $1.05M - $1.48M
3.55K $2.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.62K
+ 17.11%
$456.74 - $568.03 $738K - $917K
11.1K $6.28M
ORCL
Oracle Corp

Technology
1.26K
+ 10.28%
$122.82 - $218.63 $155K - $276K
13.5K $2.96M
NVO
Novo Nordisk A S

Healthcare
18.4K
+ 17.21%
$58.08 - $81.05 $1.07M - $1.49M
125K $8.65M
XLP
Consumer Staples Sector Spdr

ETFs
15.8K
+ 5.22%
N/A
319K $24.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.15K
+ 19.91%
$416.06 - $551.64 $480K - $637K
6.95K $3.83M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
9.71K
+ 59.03%
$73.02 - $90.22 $709K - $876K
26.2K $2.33M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.1K
+ 5.08%
$17.76 - $22.1 $268K - $334K
312K $6.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.54K
+ 1.16%
$32.66 - $40.75 $82.9K - $103K
222K $9M
GNRC
Generac Holdings Inc.

Industrials
751
+ 1.52%
$101.92 - $143.21 $76.5K - $108K
50.2K $7.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
402
+ 0.41%
$72.96 - $90.39 $29.3K - $36.3K
97.4K $8.71M
IBM
International Business Machines Corp

Technology
141
+ 0.88%
$221.03 - $294.78 $31.2K - $41.6K
16.1K $4.74M
COST
Costco Wholesale Corp

Consumer Defensive
669
+ 46.39%
$908.13 - $1056.85 $608K - $707K
2.11K $2.09M
LMT
Lockheed Martin Corp

Industrials
964
+ 5.85%
$430.82 - $486.45 $415K - $469K
17.4K $8.08M
DGRO
Ishares Core Dividend Growth E

ETFs
9.39K
+ 48.14%
$55.22 - $63.94 $519K - $601K
28.9K $1.85M
TXT
Textron Inc

Industrials
14
+ 0.02%
$60.72 - $80.34 $850 - $1.12K
76.4K $6.13M
IHF
Ishares Tr

ETFs
11.7K
+ 176.73%
$46.2 - $54.6 $541K - $640K
18.4K $892K
WMT
Walmart Inc.

Consumer Defensive
3.53K
+ 21.0%
$81.79 - $99.98 $289K - $353K
20.3K $1.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.02K
+ 7.9%
$39.89 - $49.46 $200K - $248K
68.5K $3.39M
VBK
Vanguard Small Cap Growth ETF

ETFs
519
+ 3.46%
$219.76 - $276.94 $114K - $144K
15.5K $4.3M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
920
+ 3.06%
$101.97 - $126.75 $93.8K - $117K
31K $3.93M
SKIN
Beauty Health CO

Consumer Defensive
187K
+ 85.2%
$0.82 - $1.95 $154K - $365K
407K $777K
TD
Toronto Dominion Bank

Financial Services
401
+ 1.21%
$55.71 - $73.45 $22.3K - $29.5K
33.7K $2.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.41K
+ 34.46%
$72.02 - $73.82 $462K - $473K
25K $1.84M
TT
Trane Technologies PLC

Industrials
27
+ 0.6%
$315.21 - $437.41 $8.51K - $11.8K
4.53K $1.98M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
9.12K
+ 47.5%
$30.87 - $39.17 $281K - $357K
28.3K $1.11M
WFC
Wells Fargo & Company

Financial Services
1.99K
+ 6.21%
$60.98 - $80.12 $121K - $159K
34K $2.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.09%
$320.42 - $424.58 $1.92K - $2.55K
6.55K $2.76M
VTI
Vanguard Total Stock Market Et

ETFs
319
+ 3.2%
$243.75 - $303.93 $77.8K - $97K
10.3K $3.13M
Activity Summary
Buys All Purchases 262 New Holdings 55 Increased Positions 207 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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