GRIMES & Co WEALTH MANAGEMENT, LLC Q1 2023 Filing

Filed April 20, 2023

Portfolio Value

$2.4B

Holdings

305

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (305 positions)

StockValue
AQLTISHARES TR
$251.0M
BKLNINVESCO EXCH TRADED FD TR II
$159.0M
VCSHVANGUARD SCOTTSDALE FDS
$157.5M
SJNKSPDR SER TR
$153.9M
IEMGISHARES INC
$101.9M
JHMLJOHN HANCOCK EXCHANGE TRADED
$84.4M
IVVISHARES TR
$77.1M
AAPLAPPLE INC
$66.4M
SUBISHARES TR
$65.8M
XLVSELECT SECTOR SPDR TR
$50.4M
MSFTMICROSOFT CORP
$48.9M
IGSBISHARES TR
$37.8M
XLCSELECT SECTOR SPDR TR
$36.7M
VUGVANGUARD INDEX FDS
$34.6M
PRFINVESCO EXCHANGE TRADED FD T
$28.2M
XLESELECT SECTOR SPDR TR
$27.9M
CSCOCISCO SYS INC
$26.2M
AMGNAMGEN INC
$22.8M
XLISELECT SECTOR SPDR TR
$22.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$22.2M
BMYBRISTOL-MYERS SQUIBB CO
$21.5M
UPSUNITED PARCEL SERVICE INC
$20.0M
RTXRAYTHEON TECHNOLOGIES CORP
$19.9M
PAYXPAYCHEX INC
$19.8M
TROWPRICE T ROWE GROUP INC
$17.9M
GOOGLALPHABET INC
$17.7M
RFREGIONS FINANCIAL CORP NEW
$17.4M
ACNACCENTURE PLC IRELAND
$17.3M
XLBSELECT SECTOR SPDR TR
$17.0M
SCHWSCHWAB CHARLES CORP
$16.7M
EMREMERSON ELEC CO
$16.5M
INTCINTEL CORP
$16.1M
QCOMQUALCOMM INC
$15.6M
METAMETA PLATFORMS INC
$15.6M
CVSCVS HEALTH CORP
$15.4M
ABBVABBVIE INC
$15.1M
RHIROBERT HALF INTL INC
$15.1M
JNJJOHNSON & JOHNSON
$14.7M
VVISA INC
$14.2M
AMZNAMAZON COM INC
$13.8M
MDTMEDTRONIC PLC
$13.7M
ADBEADOBE SYSTEMS INCORPORATED
$13.6M
AMDADVANCED MICRO DEVICES INC
$13.5M
INCYINCYTE CORP
$13.4M
NVSNNOVARTIS AG
$12.8M
SYYSYSCO CORP
$12.6M
EOGEOG RES INC
$12.5M
BIIBBIOGEN INC
$12.4M
LULULULULEMON ATHLETICA INC
$12.2M
AMATAPPLIED MATLS INC
$11.5M
JPMJPMORGAN CHASE & CO
$11.4M
UNHUNITEDHEALTH GROUP INC
$11.3M
IJRISHARES TR
$11.1M
XLKSELECT SECTOR SPDR TR
$10.8M
SLBSCHLUMBERGER LTD
$10.6M
EAELECTRONIC ARTS INC
$10.5M
EXPEEXPEDIA GROUP INC
$10.5M
PYPLPAYPAL HLDGS INC
$9.7M
CMCSACOMCAST CORP NEW
$9.1M
SPYSPDR S&P 500 ETF TR
$9.0M
ETNEATON CORP PLC
$8.8M
NKENIKE INC
$8.8M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$8.7M
AGGISHARES TR
$8.7M
SPDWSPDR INDEX SHS FDS
$8.6M
NVONOVO-NORDISK A S
$8.5M
BABOEING CO
$8.2M
IJHISHARES TR
$8.1M
BACBANK AMERICA CORP
$8.0M
FFIVF5 INC
$7.9M
EFAISHARES TR
$7.9M
BACVERIZON COMMUNICATIONS INC
$7.8M
ECLECOLAB INC
$7.7M
CVXCHEVRON CORP NEW
$7.5M
AVGOBROADCOM INC
$7.4M
LMTLOCKHEED MARTIN CORP
$7.4M
SBUXSTARBUCKS CORP
$7.3M
XOMEXXON MOBIL CORP
$7.3M
GOOGALPHABET INC
$7.3M
HPEHEWLETT PACKARD ENTERPRISE C
$6.3M
IWMISHARES TR
$6.0M
HSYHERSHEY CO
$5.9M
SCHXSCHWAB STRATEGIC TR
$5.8M
ABTABBOTT LABS
$5.5M
PEPPEPSICO INC
$5.4M
VEAVANGUARD TAX-MANAGED FDS
$5.1M
METMETLIFE INC
$5.1M
SCHFSCHWAB STRATEGIC TR
$4.9M
SPEMSPDR INDEX SHS FDS
$4.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.8M
PGPROCTER AND GAMBLE CO
$4.3M
JHMMJOHN HANCOCK EXCHANGE TRADED
$4.2M
FNFFIDELITY NATIONAL FINANCIAL
$4.2M
PFEPFIZER INC
$3.7M
VOOVANGUARD INDEX FDS
$3.4M
MCDMCDONALDS CORP
$3.4M
SPSMSPDR SER TR
$3.3M
VBKVANGUARD INDEX FDS
$3.2M
VWOVANGUARD INTL EQUITY INDEX F
$3.0M
AQLTISHARES TR
$3.0M
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