GRIMES & Co WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$3.2B
Holdings
368
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (368 positions)
| Stock | Value |
|---|---|
BKLNINVESCO EXCH TRADED FD TR II | $211.7M |
SJNKSPDR SER TR | $205.3M |
SHYGISHARES TR | $205.0M |
AQLTISHARES TR | $150.2M |
VBVANGUARD INDEX FDS | $127.8M |
IVVISHARES TR | $124.7M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $111.4M |
AAPLAPPLE INC | $97.2M |
IEMGISHARES INC | $90.4M |
MSFTMICROSOFT CORP | $63.2M |
XLKSELECT SECTOR SPDR TR | $63.2M |
XLCSELECT SECTOR SPDR TR | $62.1M |
HYDVANECK ETF TRUST | $61.4M |
VUGVANGUARD INDEX FDS | $45.3M |
XLVSELECT SECTOR SPDR TR | $41.3M |
XLISELECT SECTOR SPDR TR | $35.1M |
PRFINVESCO EXCHANGE TRADED FD T | $32.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $29.5M |
METAMETA PLATFORMS INC | $28.8M |
AMGNAMGEN INC | $28.5M |
QCOMQUALCOMM INC | $28.3M |
AMZNAMAZON COM INC | $27.8M |
XLESELECT SECTOR SPDR TR | $26.9M |
AKAFETF SER SOLUTIONS | $26.7M |
GOOGLALPHABET INC | $26.5M |
BMYBRISTOL-MYERS SQUIBB CO | $25.8M |
NVDANVIDIA CORPORATION | $25.3M |
XLFISELECT SECTOR SPDR TR | $24.8M |
JPMJPMORGAN CHASE & CO. | $22.1M |
ABBVABBVIE INC | $21.6M |
RFREGIONS FINANCIAL CORP NEW | $21.2M |
ACNACCENTURE PLC IRELAND | $20.8M |
HPEHEWLETT PACKARD ENTERPRISE C | $20.3M |
KMBKIMBERLY-CLARK CORP | $20.2M |
RSPINVESCO EXCHANGE TRADED FD T | $20.1M |
XLYSELECT SECTOR SPDR TR | $19.8M |
EOGEOG RES INC | $19.3M |
TROWPRICE T ROWE GROUP INC | $19.3M |
PAYXPAYCHEX INC | $18.9M |
XLFSELECT SECTOR SPDR TR | $18.6M |
VVISA INC | $18.4M |
GILDGILEAD SCIENCES INC | $18.3M |
ETNEATON CORP PLC | $18.3M |
MDTMEDTRONIC PLC | $18.2M |
JNJJOHNSON & JOHNSON | $17.2M |
CRMSALESFORCE INC | $16.7M |
HSYHERSHEY CO | $16.7M |
UPSUNITED PARCEL SERVICE INC | $16.6M |
LULULULULEMON ATHLETICA INC | $16.4M |
DISDISNEY WALT CO | $15.9M |
ADBEADOBE INC | $15.7M |
ZMZOOM COMMUNICATIONS INC | $15.3M |
CSCOCISCO SYS INC | $15.2M |
RHIROBERT HALF INC. | $15.2M |
MUMICRON TECHNOLOGY INC | $14.7M |
AVGOBROADCOM INC | $14.1M |
IJRISHARES TR | $14.0M |
AGGISHARES TR | $13.2M |
AMDADVANCED MICRO DEVICES INC | $13.1M |
XYLXYLEM INC | $13.1M |
SPYSPDR S&P 500 ETF TR | $12.3M |
BACVERIZON COMMUNICATIONS INC | $12.2M |
UNHUNITEDHEALTH GROUP INC | $12.0M |
ASMLASML HOLDING N V | $11.7M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $11.7M |
BACBANK AMERICA CORP | $11.4M |
PEPPEPSICO INC | $11.2M |
INCYINCYTE CORP | $11.2M |
GOOGALPHABET INC | $11.1M |
SLBSCHLUMBERGER LTD | $11.1M |
AMATAPPLIED MATLS INC | $11.0M |
AXPAMERICAN EXPRESS CO | $10.8M |
CVXCHEVRON CORP NEW | $10.8M |
IJHISHARES TR | $10.2M |
IWMISHARES TR | $10.0M |
DFAEDIMENSIONAL ETF TRUST | $9.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.6M |
NKENIKE INC | $9.5M |
SCHXSCHWAB STRATEGIC TR | $9.4M |
PYPLPAYPAL HLDGS INC | $9.3M |
VCRVANGUARD WORLD FD | $9.3M |
AVLCAMERICAN CENTY ETF TR | $9.2M |
XOMEXXON MOBIL CORP | $9.2M |
DC4DEXCOM INC | $9.2M |
CLXCLOROX CO DEL | $8.7M |
BIIBBIOGEN INC | $8.1M |
SPDWSPDR INDEX SHS FDS | $8.0M |
CMCSACOMCAST CORP NEW | $8.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $8.0M |
EFAISHARES TR | $7.9M |
ABTABBOTT LABS | $7.8M |
MCXMCCORMICK & CO INC | $7.7M |
NVONOVO-NORDISK A S | $7.4M |
LMTLOCKHEED MARTIN CORP | $7.4M |
LEALEAR CORP | $7.0M |
MAMASTERCARD INCORPORATED | $6.4M |
GNRCGENERAC HLDGS INC | $6.3M |
JIREJ P MORGAN EXCHANGE TRADED F | $6.2M |
GSKGSK PLC | $6.1M |
SCHFSCHWAB STRATEGIC TR | $5.9M |
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