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 |
|---|---|
MGKVANGUARD WORLD FD | $821K |
SYYSYSCO CORP | $806K |
MDYSPDR S&P MIDCAP 400 ETF TR | $773K |
SCHBSCHWAB STRATEGIC TR | $767K |
FFIVF5 INC | $763K |
DYHTARGET CORP | $749K |
APDAIR PRODS & CHEMS INC | $748K |
CARRCARRIER GLOBAL CORPORATION | $743K |
AFLAFLAC INC | $742K |
SDYSPDR SER TR | $742K |
VGTVANGUARD WORLD FD | $718K |
MPCMARATHON PETE CORP | $716K |
A4SAMERIPRISE FINL INC | $712K |
VBRVANGUARD INDEX FDS | $690K |
SHELSHELL PLC | $689K |
TRVTRAVELERS COMPANIES INC | $688K |
ESGEISHARES INC | $671K |
OEFISHARES TR | $629K |
SPYVSPDR SER TR | $626K |
NXPINXP SEMICONDUCTORS N V | $624K |
SCHGSCHWAB STRATEGIC TR | $619K |
CVSCVS HEALTH CORP | $611K |
DDOMINION ENERGY INC | $608K |
SCHDSCHWAB STRATEGIC TR | $603K |
MOALTRIA GROUP INC | $595K |
EDCONSOLIDATED EDISON INC | $590K |
ECLECOLAB INC | $588K |
CBCHUBB LIMITED | $585K |
VLOVALERO ENERGY CORP | $581K |
SCHMSCHWAB STRATEGIC TR | $573K |
ROKROCKWELL AUTOMATION INC | $546K |
BCRXBIOCRYST PHARMACEUTICALS INC | $545K |
EXPEEXPEDIA GROUP INC | $538K |
SUBISHARES TR | $527K |
MUNIPIMCO ETF TR | $525K |
OTISOTIS WORLDWIDE CORP | $515K |
NVSNNOVARTIS AG | $515K |
LNGCHENIERE ENERGY INC | $514K |
BABOEING CO | $514K |
IPINTERNATIONAL PAPER CO | $513K |
BKBANK NEW YORK MELLON CORP | $504K |
YUMYUM BRANDS INC | $499K |
AEBAALLETE INC | $489K |
ESEVERSOURCE ENERGY | $485K |
EPDENTERPRISE PRODS PARTNERS L | $482K |
LINLINDE PLC | $469K |
METMETLIFE INC | $464K |
HYMBSPDR SER TR | $461K |
ESGUISHARES TR | $437K |
NYFISHARES TR | $434K |
ADMAADMA BIOLOGICS INC | $430K |
AVUVAMERICAN CENTY ETF TR | $422K |
ATOATMOS ENERGY CORP | $422K |
CSWCCAPITAL SOUTHWEST CORP | $415K |
GPCGENUINE PARTS CO | $414K |
CITHE CIGNA GROUP | $412K |
MCKMCKESSON CORP | $409K |
VVVANGUARD INDEX FDS | $408K |
AZOAUTOZONE INC | $408K |
U6ZURANIUM ENERGY CORP | $400K |
GBDCGOLUB CAP BDC INC | $399K |
MTBM & T BK CORP | $397K |
ITOTISHARES TR | $390K |
BXSLBLACKSTONE SECD LENDING FD | $389K |
AZNASTRAZENECA PLC | $377K |
NOCNORTHROP GRUMMAN CORP | $374K |
DEODIAGEO PLC | $367K |
FEFIRSTENERGY CORP | $366K |
KMIKINDER MORGAN INC DEL | $364K |
PNNTPENNANTPARK INVT CORP | $363K |
THGHANOVER INS GROUP INC | $360K |
IWBISHARES TR | $360K |
MSDLMORGAN STANLEY DIRECT LENDIN | $357K |
IWPISHARES TR | $351K |
NFLXNETFLIX INC | $350K |
AQLTISHARES TR | $350K |
IWYISHARES TR | $349K |
NAKNORTHERN DYNASTY MINERALS LT | $344K |
VRTXVERTEX PHARMACEUTICALS INC | $342K |
ABGCENCORA INC | $342K |
IGSBISHARES TR | $339K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $335K |
CLMCORNERSTONE STRATEGIC INVEST | $334K |
BIVVANGUARD BD INDEX FDS | $331K |
CITCINTAS CORP | $324K |
IJSISHARES TR | $316K |
LVLNSPDR SER TR | $311K |
CRWDCROWDSTRIKE HLDGS INC | $307K |
CEGCONSTELLATION ENERGY CORP | $305K |
IRINGERSOLL RAND INC | $305K |
BDXBECTON DICKINSON & CO | $304K |
ECBKECB BANCORP INC | $303K |
PJPINVESCO EXCHANGE TRADED FD T | $302K |
MUBISHARES TR | $299K |
SKINTHE BEAUTY HEALTH COMPANY | $294K |
VCSHVANGUARD SCOTTSDALE FDS | $294K |
ALBALBEMARLE CORP | $290K |
CNRCANADIAN NATL RY CO | $290K |
ONON SEMICONDUCTOR CORP | $288K |
SPGIS&P GLOBAL INC | $285K |