Grimes & Company, Inc. ETFs

Grimes & Company, Inc.

$3.58 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SOXQ Invesco ETF Tr Ii Invesco Phlx	$0	$472,000 0.01% of portfolio	10,814	Q2 2025 New
VV Vanguard Large Cap ETF	$0	$458,000 0.01% of portfolio	1,608	Q2 2025 Added 1.2%
IYE Ishares Tr	$0	$447,000 0.01% of portfolio	9,889	Q2 2025 Reduced 50.79%
AVUV American Centy ETF Tr Avantis	$0	$443,000 0.01% of portfolio	4,866	Q2 2025 Added 0.47%
ITOT Ishares Core S&P Total U.S. St	$0	$433,000 0.01% of portfolio	3,209	Q2 2025 Added 0.31%
SHYG Ishares 0 5 Year High Yield CO	$0	$432,000 0.01% of portfolio	10,034	Q2 2025 Reduced 99.79%
NYF Ishares New York Muni Bond ETF	$0	$430,000 0.01% of portfolio	8,250	Q1 2024 New
IWB Ishares Tr Russell 1000 ETF	$0	$422,000 0.01% of portfolio	1,245	Q2 2025 Added 6.23%
IWP Ishares Russell Mid Cap Growth	$0	$414,000 0.01% of portfolio	2,987	Q2 2025 Added 0.1%
IWY Ishares Tr Russell 200 Growth	$0	$408,000 0.01% of portfolio	1,658	Q2 2025 Added 0.12%
FLDR Fidelity Merrimack Str Tr Low	$0	$402,000 0.01% of portfolio	8,029	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$400,000 0.01% of portfolio	1,436	Q2 2025 New
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$375,000 0.01% of portfolio	2,982	Q2 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$350,000 0.01% of portfolio	3,188	Q2 2025 Added 9.7%
MUB Ishares National Muni Bond ETF	$0	$350,000 0.01% of portfolio	3,353	Q2 2025 Added 18.23%
IGSB Ishares Trust Ishares 1 5 Year	$0	$340,000 0.01% of portfolio	6,461	Q2 2025 Reduced 0.32%
BIV Vanguard Bd Index Fd Inc Inter	$0	$337,000 0.01% of portfolio	4,361	Q2 2025 Added 0.86%
VOX Vanguard Communication Service	$0	$324,000 0.01% of portfolio	1,899	Q2 2025 Added 3.32%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$318,000 0.01% of portfolio	4,002	Q2 2025 Added 7.44%
FIDU Fidelity Covington Tr Msci Ind	$0	$316,000 0.01% of portfolio	4,078	Q2 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$311,000 0.01% of portfolio	3,133	Q2 2025 Reduced 3.42%
HYD Vaneck High Yield Muni ETF	$0	$297,000 0.01% of portfolio	5,917	Q2 2025 Reduced 99.51%
SPGP Invesco Exchange Traded Fd Tr	$0	$293,000 0.01% of portfolio	2,722	Q2 2025 Reduced 1.38%
FNDX Schwab Fundamental U S Large C	$0	$292,000 0.01% of portfolio	11,915	Q2 2025 Added 26.7%
VRIG Invesco Actively Managed ETF F	$0	$284,000 0.01% of portfolio	11,339	Q2 2025 Added 1.27%
FDVV Fidelity High Dividend ETF	$0	$281,000 0.01% of portfolio	5,420	Q1 2025 Reduced 0.02%
FDIS Fidelity Covington Tr Msci Con	$0	$278,000 0.01% of portfolio	2,959	Q2 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$271,000 0.01% of portfolio	3,732	Q2 2025 Added 13.3%
XLG Invesco Exchange Traded Fd Tr	$0	$260,000 0.01% of portfolio	4,992	Q2 2025 Added 0.2%
QUAL Ishares Msci Usa Quality Facto	$0	$255,000 0.01% of portfolio	1,398	Q2 2025 Added 0.22%
VEU Vanguard Ftse All World Ex Us	$0	$248,000 0.01% of portfolio	3,692	Q2 2025 Added 11.95%
WCLD Wisdomtree Tr Cloud Computing	$0	$246,000 0.01% of portfolio	6,824	Q1 2023 New
BBUS J P Morgan Exchg Traded Fd	$0	$246,000 0.01% of portfolio	2,200	Q2 2025 Added 0.27%
PWV Invesco Exchange Traded Fd Tr	$0	$240,000 0.01% of portfolio	3,871	Q1 2025 Reduced 1.05%
IXN Ishares Global Information Tec	$0	$238,000 0.01% of portfolio	2,579	Q2 2025 New
IYK Ishares U.S. Consumer Staples	$0	$237,000 0.01% of portfolio	3,370	Q2 2025 New
VONE Vanguard Russell 1000 ETF	$0	$233,000 0.01% of portfolio	834	Q2 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$230,000 0.01% of portfolio	2,784	Q4 2024 Added 33.01%
DGRW Wisdomtree Tr Us Quality Divid	$0	$223,000 0.01% of portfolio	2,672	Q2 2025 Added 0.41%
SHY Ishares Barclays 1 3 Year Trea	$0	$214,000 0.01% of portfolio	2,584	Q2 2025 Reduced 3.9%
RHS Invesco ETF Tr S&P 500 Equal W	$0	$0 0.0% of portfolio	55,803	Q2 2025 New
EWCO Invesco ETF Tr S&P 500 Equal W	$0	$0 0.0% of portfolio	170,134	Q2 2025 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	5,129	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grimes & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Grimes & Company, Inc. with notifications on news.