Grimes & Company, Inc. Reduced Holdings in Q1 2025

Grimes & Company, Inc.

  • $3.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-403K
- 88.96%
$198.1 - $229.79 $79.8M - $92.6M
50K $9.98M
IEMG
Ishares Inc

ETFs
-1.15M
- 40.76%
N/A
1.67M $89.8M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.39M
- 99.24%
$25.12 - $26.05 $60.1M - $62.4M
18.3K $459K
VB
Vanguard Small Cap ETF

ETFs
-126K
- 17.94%
$217.89 - $252.64 $27.4M - $31.8M
576K $128M
XLK
Technology Sector Spdr

ETFs
-79.6K
- 20.63%
$206.38 - $242.18 $16.4M - $19.3M
306K $63.2M
XLY
Select Sector Spdr Consumer Di

ETFs
-94.7K
- 48.57%
$192.6 - $233.2 $18.2M - $22.1M
100K $19.8M
DOCU
Docusign, Inc.

Technology
-244K
- 95.69%
$74.7 - $97.7 $18.2M - $23.8M
11K $893K
CSCO
Cisco Systems, Inc.

Technology
-309K
- 55.65%
$58.74 - $64.87 $18.1M - $20M
246K $15.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-18.4K
- 7.67%
$554.06 - $615.85 $10.2M - $11.4M
222K $125M
XLC
Select Sector Spdr Tr Communic

ETFs
-141K
- 17.99%
$94.84 - $105.31 $13.4M - $14.9M
643K $61.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-65.2K
- 35.97%
$169.43 - $182.84 $11.1M - $11.9M
116K $20.1M
FFIV
F5, Inc.

Technology
-44.5K
- 93.95%
$251.75 - $310.6 $11.2M - $13.8M
2.87K $762K
XLP
Consumer Staples Sector Spdr

ETFs
-118K
- 27.94%
N/A
303K $23.1M
MSFT
Microsoft Corp

Technology
-227
- 0.13%
$375.39 - $447.2 $85.2K - $102K
168K $63.2M
ALB
Albemarle Corp

Basic Materials
-85.6K
- 95.51%
$69.95 - $97.49 $5.99M - $8.35M
4.03K $290K
GGG
Graco Inc

Industrials
-86.7K
- 62.99%
$80.53 - $87.54 $6.98M - $7.59M
51K $4.26M
NXPI
Nxp Semiconductors N.V.

Technology
-33.5K
- 91.07%
$189.99 - $245.86 $6.36M - $8.23M
3.28K $623K
VCR
Vanguard Consumer Discretionar

ETFs
-13K
- 31.43%
$318.51 - $391.75 $4.15M - $5.11M
28.5K $9.28M
GOOGL
Alphabet Inc.

Communication Services
-1.86K
- 1.07%
$154.33 - $206.19 $287K - $383K
171K $26.5M
JHML
John Hancock Multifactor Large

ETFs
-34K
- 2.02%
$66.07 - $73.03 $2.25M - $2.48M
1.65M $111M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-769
- 1.31%
$283.06 - $421.16 $218K - $324K
58K $16.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-619
- 0.35%
$165.25 - $224.62 $102K - $139K
178K $29.5M
VUG
Vanguard Growth ETF

ETFs
-1.21K
- 0.98%
$369.1 - $427.61 $445K - $515K
122K $45.3M
PAYX
Paychex Inc

Industrials
-50.4K
- 29.13%
$136.06 - $154.52 $6.86M - $7.79M
123K $18.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-106K
- 19.88%
$21.75 - $24.28 $2.31M - $2.58M
428K $9.39M
DIS
Walt Disney CO

Communication Services
-2.44K
- 1.49%
$96.87 - $114.0 $236K - $278K
161K $15.9M
ZM
Zoom Video Communications, Inc.

Technology
-3.81K
- 1.8%
$72.23 - $88.64 $275K - $337K
207K $15.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.5K
- 1.83%
$102.49 - $119.96 $256K - $300K
134K $14M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.3K
- 19.27%
$222.15 - $428.22 $288K - $555K
5.43K $1.41M
SCHW
Schwab Charles Corp

Financial Services
-17.8K
- 50.29%
$71.24 - $83.64 $1.27M - $1.49M
17.6K $1.38M
SBUX
Starbucks Corp

Consumer Cyclical
-13.8K
- 43.52%
$91.75 - $115.81 $1.27M - $1.6M
17.9K $1.76M
MUB
Ishares National Muni Bond ETF

ETFs
-10.4K
- 78.63%
$104.71 - $107.69 $1.09M - $1.12M
2.84K $299K
META
Meta Platforms, Inc.

Communication Services
-656
- 1.29%
$576.36 - $736.67 $378K - $483K
50.1K $28.8M
EMR
Emerson Electric CO

Industrials
-6.9K
- 42.47%
$108.64 - $131.17 $749K - $905K
9.34K $1.02M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-18.5K
- 38.24%
$37.84 - $44.02 $701K - $816K
29.9K $1.15M
BAC
Bank Of America Corp

Financial Services
-5.52K
- 1.98%
$39.61 - $47.74 $219K - $264K
273K $11.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-285
- 1.28%
$551.42 - $612.93 $157K - $175K
21.9K $12.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-13.2K
- 1.62%
$39.4 - $42.61 $519K - $561K
798K $32.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-174
- 1.15%
$247.97 - $296.33 $43.1K - $51.6K
15K $3.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.36K
- 2.99%
$40.03 - $46.81 $94.4K - $110K
76.4K $3.1M
SYY
Sysco Corp

Consumer Defensive
-5.2K
- 32.64%
$70.0 - $77.13 $364K - $401K
10.7K $805K
MET
Metlife Inc

Financial Services
-4.77K
- 45.22%
$77.7 - $87.0 $370K - $415K
5.78K $463K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-12K
- 38.39%
$32.74 - $36.2 $392K - $433K
19.2K $670K
TGT
Target Corp

Consumer Defensive
-1.04K
- 12.63%
$103.65 - $142.5 $107K - $148K
7.18K $748K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-181
- 3.03%
$468.34 - $539.52 $84.8K - $97.7K
5.8K $2.72M
MRK
Merck & Co., Inc.

Healthcare
-949
- 4.38%
$83.01 - $101.02 $78.8K - $95.9K
20.7K $1.86M
BSX
Boston Scientific Corp

Healthcare
-4.38K
- 33.85%
$89.38 - $106.18 $392K - $465K
8.56K $863K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-88
- 0.92%
$507.05 - $563.67 $44.6K - $49.6K
9.44K $4.85M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.34K
- 4.72%
$23.16 - $27.04 $77.2K - $90.2K
67.3K $1.58M
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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