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
SUB
Ishares Short Term National Mu

ETFs
-215
- 4.13%
$105.3 - $106.24 $22.6K - $22.8K
4.99K $526K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-2.57K
- 3.41%
$7.06 - $9.39 $18.1K - $24.1K
72.7K $545K
FISV
Fiserv Inc

Technology
-171
- 2.15%
N/A
7.77K $973K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-22
- 0.44%
$45.72 - $51.73 $1.01K - $1.14K
4.98K $229K
MRSN
Mersana Therapeutics, Inc.

Healthcare
-929
- 6.19%
$0.34 - $1.4 $316 - $1.3K
14.1K $4K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-10
- 0.73%
$161.13 - $209.29 $1.61K - $2.09K
1.36K $225K
LHX
L3 Harris Technologies, Inc.

Industrials
-76
- 5.8%
$194.65 - $222.86 $14.8K - $16.9K
1.23K $258K
KMI
Kinder Morgan, Inc.

Energy
-1.09K
- 7.84%
$26.1 - $31.22 $28.4K - $33.9K
12.8K $364K
DVY
Ishares Tr

ETFs
-221
- 2.36%
$128.58 - $138.1 $28.4K - $30.5K
9.13K $1.21M
OEF
Ishares S&P 100 ETF

ETFs
-30
- 1.27%
N/A
2.32K $618K
FDVV
Fidelity High Dividend ETF

ETFs
-1
- 0.02%
$48.86 - $52.28 $48.9 - $52.3
5.42K $268K
INVA
Innoviva, Inc.

Healthcare
-573
- 4.82%
$17.21 - $18.98 $9.86K - $10.9K
11.3K $205K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-117
- 2.47%
$44.41 - $45.98 $5.2K - $5.38K
4.63K $211K
Blackrock ETF Trust Ii
-2.19K
- 3.52%
N/A
59.9K $0
FSCO
Fs Cr Opportunities Corp Com
-14K
- 9.83%
N/A
128K $0
Ge Vernova Inc
-10
- 0.29%
N/A
3.48K $0
Veralto Corp
-11
- 0.51%
N/A
2.16K $0
ETF Ser Solutions
-20.5K
- 1.88%
N/A
1.07M $0
Morgan Stanley Direct Lendin
-4.16K
- 18.88%
N/A
17.9K $0
Blackrock Inc
-9
- 1.01%
N/A
886 $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-39
- 1.52%
$283.24 - $338.07 $11K - $13.2K
2.54K $747K
GPC
Genuine Parts CO

Consumer Cyclical
-20
- 0.57%
$115.91 - $129.02 $2.32K - $2.58K
3.47K $413K
GD
General Dynamics Corp

Industrials
-6
- 0.61%
$241.94 - $272.58 $1.45K - $1.64K
971 $264K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-41
- 1.05%
$56.58 - $60.89 $2.32K - $2.5K
3.87K $230K
LNG
Cheniere Energy, Inc.

Energy
-97
- 4.18%
$209.32 - $253.66 $20.3K - $24.6K
2.22K $513K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.38K
- 2.12%
$42.5 - $46.71 $58.6K - $64.4K
63.5K $2.88M
CL
Colgate Palmolive CO

Consumer Defensive
-126
- 1.01%
$85.68 - $97.5 $10.8K - $12.3K
12.4K $1.16M
WFC
Wells Fargo & Company

Financial Services
-368
- 1.14%
$66.78 - $81.42 $24.6K - $30K
32K $2.3M
AZN
Astrazeneca PLC

Healthcare
-258
- 4.78%
$65.37 - $77.96 $16.9K - $20.1K
5.14K $377K
MO
Altria Group, Inc.

Consumer Defensive
-952
- 8.76%
$50.81 - $60.02 $48.4K - $57.1K
9.92K $595K
CI
Cigna Corp

Healthcare
-125
- 9.07%
$274.49 - $329.0 $34.3K - $41.1K
1.25K $412K
ADMA
Adma Biologics, Inc.

Healthcare
-1.12K
- 4.92%
$15.44 - $20.61 $17.3K - $23.1K
21.7K $430K
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.93%
$3193.96 - $3828.11 $3.19K - $3.83K
107 $407K
SHEL
Shell PLC

Energy
-523
- 5.27%
$62.84 - $73.29 $32.9K - $38.3K
9.4K $688K
IYE
Ishares Tr

ETFs
-7
- 0.03%
$45.23 - $49.95 $317 - $350
20.1K $990K
EEM
Ishares Msci Emerging Markets

ETFs
-406
- 0.69%
$40.81 - $45.34 $16.6K - $18.4K
58.4K $2.55M
INTC
Intel Corp

Technology
-4.89K
- 5.78%
$19.1 - $27.39 $93.5K - $134K
79.8K $1.81M
CVS
Cvs Health Corp

Healthcare
-1.02K
- 10.19%
$44.22 - $68.64 $45.2K - $70.2K
9.02K $610K
IEO
Ishares Tr

ETFs
-35
- 0.11%
$86.02 - $99.13 $3.01K - $3.47K
33.3K $3.15M
GLD
Spdr Gold Trust

ETFs
-89
- 2.08%
$243.19 - $288.14 $21.6K - $25.6K
4.19K $1.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.9K
- 4.72%
$33.84 - $37.77 $368K - $411K
220K $8.07M
MA
Mastercard Inc

Financial Services
-29
- 0.25%
$504.67 - $576.31 $14.6K - $16.7K
11.7K $6.41M
VEA
Vanguard Ftse Developed Market

ETFs
-2.04K
- 2.04%
$47.4 - $52.99 $96.6K - $108K
97.7K $5.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-67
- 0.56%
$279.74 - $321.29 $18.7K - $21.5K
12K $3.74M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-135
- 1.49%
$208.48 - $244.03 $28.1K - $32.9K
8.94K $2.18M
GE
General Electric CO

Industrials
-200
- 1.43%
$168.59 - $212.13 $33.7K - $42.4K
13.8K $2.76M
IBM
International Business Machines Corp

Technology
-49
- 0.31%
$217.4 - $264.74 $10.7K - $13K
15.9K $3.96M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.65K
- 1.68%
$74.85 - $84.89 $124K - $140K
97K $7.93M
RTX
Raytheon Technologies Corp

Industrials
-810
- 1.86%
$114.1 - $135.66 $92.4K - $110K
42.8K $5.67M
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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