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
OEF
Ishares S&P 100 ETF

ETFs
46
+ 1.99%
N/A
2.35K $626K
APD
Air Products & Chemicals, Inc.

Basic Materials
105
+ 4.25%
$285.5 - $335.62 $30K - $35.2K
2.57K $746K
SCHA
Schwab Strategic Tr Us Small C

ETFs
35.4K
+ 100.34%
$25.33 - $51.16 $896K - $1.81M
70.6K $1.83M
ALE
Allete Inc

Utilities
80
+ 1.1%
$63.98 - $65.24 $5.12K - $5.22K
7.36K $476K
BND
Vanguard Bd Index Fd Inc Total

ETFs
903
+ 5.14%
$71.75 - $75.11 $64.8K - $67.8K
18.5K $1.33M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.21K
+ 1.56%
$44.33 - $49.55 $53.6K - $60K
78.7K $3.54M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
130
+ 0.78%
$126.68 - $134.74 $16.5K - $17.5K
16.8K $2.14M
DVY
Ishares Tr

ETFs
293
+ 3.23%
$129.55 - $143.41 $38K - $42K
9.35K $1.23M
VRIG
Invesco Actively Managed ETF F

ETFs
163
+ 1.5%
$25.06 - $25.2 $4.08K - $4.11K
11.1K $277K
SYK
Stryker Corp

Healthcare
38
+ 0.46%
$345.14 - $392.15 $13.1K - $14.9K
8.28K $2.98M
ABC
Amerisourcebergen Corp

Healthcare
19
+ 1.57%
N/A
1.23K $226K
PANW
Palo Alto Networks Inc

Technology
587
+ 89.35%
$181.96 - $405.9 $107K - $238K
1.24K $226K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.21%
$563.99 - $620.12 $1.69K - $1.86K
1.45K $823K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.5K
+ 209.95%
$26.93 - $84.95 $524K - $1.65M
28.7K $785K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
11
+ 0.31%
N/A
3.56K $230K
American Centy ETF Tr
58.4K
+ 610.38%
N/A
68K $0
VBR
Vanguard Small Cap Value ETF

ETFs
46
+ 1.24%
$197.36 - $217.3 $9.08K - $10K
3.75K $743K
Brookfield Corp
1
+ 0.01%
N/A
7.7K $0
Linde PLC
40
+ 4.57%
N/A
916 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
34
+ 1.36%
$81.68 - $82.93 $2.78K - $2.82K
2.54K $208K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14K
+ 199.56%
$27.54 - $83.04 $386K - $1.16M
21K $582K
FNDX
Schwab Fundamental U S Large C

ETFs
5.85K
+ 198.1%
$23.49 - $71.77 $137K - $420K
8.8K $208K
ORCL
Oracle Corp

Technology
247
+ 2.07%
$165.41 - $192.43 $40.9K - $47.5K
12.2K $2.03M
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.38%
$128.08 - $140.32 $768 - $842
1.6K $207K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
238
+ 2.18%
$3.76 - $4.47 $895 - $1.06K
11.1K $41K
VLO
Valero Energy Corp

Energy
361
+ 9.05%
$118.59 - $144.02 $42.8K - $52K
4.35K $533K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11
+ 0.42%
$80.93 - $85.66 $890 - $942
2.65K $214K
IBM
International Business Machines Corp

Technology
65
+ 0.41%
$204.9 - $238.04 $13.3K - $15.5K
16K $3.51M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
46
+ 0.98%
$44.87 - $46.86 $2.06K - $2.16K
4.74K $212K
CB
Chubb LTD

Financial Services
56
+ 3.0%
$271.57 - $301.89 $15.2K - $16.9K
1.92K $531K
IYE
Ishares Tr

ETFs
108
+ 0.54%
$43.93 - $51.37 $4.74K - $5.55K
20.1K $916K
CTSH
Cognizant Technology Solutions Corp

Technology
426
+ 0.28%
$74.37 - $82.32 $31.7K - $35.1K
151K $11.6M
CSX
Csx Corp

Industrials
183
+ 2.33%
$31.58 - $36.88 $5.78K - $6.75K
8.03K $259K
YUM
Yum Brands Inc

Consumer Cyclical
23
+ 0.74%
$130.36 - $139.54 $3K - $3.21K
3.14K $420K
LHX
L3 Harris Technologies, Inc.

Industrials
79
+ 6.42%
$208.94 - $264.22 $16.5K - $20.9K
1.31K $275K
BDX
Becton Dickinson & CO

Healthcare
2
+ 0.16%
$220.02 - $243.75 $440 - $488
1.29K $292K
JHMM
John Hancock Multifactor Mid C

ETFs
260
+ 0.33%
$59.61 - $64.8 $15.5K - $16.8K
78.4K $4.68M
IR
Ingersoll Rand Inc.

Industrials
60
+ 1.59%
$90.46 - $105.35 $5.43K - $6.32K
3.83K $346K
IWN
Ishares Russell2000 Val ETF

ETFs
135
+ 0.8%
$162.69 - $181.35 $22K - $24.5K
16.9K $2.78M
ODFL
Old Dominion Freight Line, Inc.

Industrials
28
+ 2.08%
$176.4 - $231.84 $4.94K - $6.49K
1.37K $242K
DEO
Diageo PLC

Consumer Defensive
162
+ 4.43%
$118.0 - $139.88 $19.1K - $22.7K
3.82K $486K
XLU
Utilities Sector Spdr

ETFs
38
+ 0.62%
$74.89 - $82.93 $2.85K - $3.15K
6.15K $465K
CAT
Caterpillar Inc

Industrials
164
+ 5.14%
$360.37 - $416.88 $59.1K - $68.4K
3.35K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
187
+ 2.92%
$385.02 - $431.37 $72K - $80.7K
6.59K $2.56M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19
+ 3.02%
$396.64 - $516.74 $7.54K - $9.82K
649 $261K
ABT
Abbott Laboratories

Healthcare
179
+ 0.31%
$111.93 - $119.39 $20K - $21.4K
58.1K $6.57M
FCX
Freeport Mcmoran Inc

Basic Materials
498
+ 10.42%
$38.08 - $50.82 $19K - $25.3K
5.28K $200K
CTAS
Cintas Corp

Industrials
43
+ 2.09%
$182.7 - $226.47 $7.86K - $9.74K
2.1K $384K
FE
Firstenergy Corp

Utilities
39
+ 0.43%
$39.14 - $44.52 $1.53K - $1.74K
9.04K $359K
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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