Grimes & Company, Inc. Incresed Positions in Q1 2025

Grimes & Company, Inc.

  • $3.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23
+ 0.53%
$73.78 - $76.59 $1.7K - $1.76K
4.32K $330K
PH
Parker Hannifin Corp

Industrials
33
+ 7.71%
$591.65 - $707.05 $19.5K - $23.3K
461 $280K
PSA
Public Storage

Real Estate
23
+ 2.86%
$288.99 - $313.98 $6.65K - $7.22K
826 $247K
FE
Firstenergy Corp

Utilities
7
+ 0.08%
$37.95 - $43.5 $266 - $305
9.05K $365K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22
+ 0.59%
$77.7 - $78.94 $1.71K - $1.74K
3.73K $294K
C
Citigroup Inc

Financial Services
48
+ 1.46%
$67.23 - $84.63 $3.23K - $4.06K
3.33K $236K
ADSK
Autodesk, Inc.

Technology
18
+ 2.3%
N/A
800 $196K
WMT
Walmart Inc.

Consumer Defensive
507
+ 3.11%
$84.5 - $105.05 $42.8K - $53.3K
16.8K $1.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
208
+ 6.74%
$64.88 - $72.1 $13.5K - $15K
3.29K $215K
VRIG
Invesco Actively Managed ETF F

ETFs
140
+ 1.27%
$25.06 - $25.19 $3.51K - $3.53K
11.2K $280K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.16%
N/A
1.23K $227K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
14
+ 0.39%
N/A
3.58K $231K
Gsk PLC
16.4K
+ 11.75%
N/A
156K $0
Ge Healthcare Technologies I
45
+ 1.1%
N/A
4.15K $0
Linde PLC
91
+ 9.93%
N/A
1.01K $0
Grayscale Bitcoin Mini Tr Et
215
+ 2.88%
N/A
7.69K $0
American Centy ETF Tr
75.8K
+ 111.45%
N/A
144K $0
DD
Du Pont De Nemours, Inc.

Basic Materials
39
+ 1.32%
$72.7 - $84.32 $2.84K - $3.29K
3K $224K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
80
+ 0.66%
$49.78 - $53.19 $3.98K - $4.26K
12.3K $620K
PANW
Palo Alto Networks Inc

Technology
66
+ 5.31%
$167.82 - $208.28 $11.1K - $13.7K
1.31K $223K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10
+ 0.38%
$78.0 - $84.37 $780 - $844
2.66K $210K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.31%
$122.59 - $135.24 $613 - $676
1.61K $202K
RL
Ralph Lauren Corp

Consumer Cyclical
14
+ 1.47%
$215.68 - $286.74 $3.02K - $4.01K
964 $212K
BBUS
J P Morgan Exchg Traded Fd

ETFs
6
+ 0.27%
$99.5 - $110.97 $597 - $666
2.19K $221K
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
UEC
Uranium Energy Corp

Energy
20.2K
+ 31.88%
$4.77 - $8.2 $96.6K - $166K
83.7K $400K
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
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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