GRIMES & Co WEALTH MANAGEMENT, LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$4.2B

Holdings

460

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (460 positions)

StockValue
ITOTISHARES TR
$536K
FISVFISERV INC
$535K
IWPISHARES TR
$535K
ACWXISHARES TR
$524K
ESGUISHARES TR
$523K
SMHXVANECK ETF TRUST
$518K
EPDENTERPRISE PRODS PARTNERS L
$509K
DWDMORGAN STANLEY
$509K
ATOATMOS ENERGY CORP
$502K
PJPINVESCO EXCHANGE TRADED FD T
$502K
EQTEQT CORP
$496K
SOXQINVESCO EXCH TRADED FD TR II
$491K
ECLECOLAB INC
$490K
AZNASTRAZENECA PLC
$490K
YUMYUM BRANDS INC
$484K
EBCEASTERN BANKSHARES INC
$483K
EDCONSOLIDATED EDISON INC
$478K
AQLTISHARES TR
$475K
METMETLIFE INC
$461K
IYEISHARES TR
$459K
LINLINDE PLC
$456K
ABGCENCORA INC
$452K
SMHVANECK ETF TRUST
$443K
NYFISHARES TR
$441K
LVLNSPDR SERIES TRUST
$437K
AEMAGNICO EAGLE MINES LTD
$434K
LNGCHENIERE ENERGY INC
$433K
BIZDVANECK ETF TRUST
$432K
OTISOTIS WORLDWIDE CORP
$430K
NOCNORTHROP GRUMMAN CORP
$429K
FLDRFIDELITY MERRIMACK STR TR
$412K
FFIVF5 INC
$411K
GLWCORNING INC
$408K
BPBP PLC
$407K
IWYISHARES TR
$401K
FNDXSCHWAB STRATEGIC TR
$401K
AZOAUTOZONE INC
$398K
QUALISHARES TR
$394K
IVWISHARES TR
$394K
XOPSPDR SERIES TRUST
$390K
LHXL3HARRIS TECHNOLOGIES INC
$383K
THGHANOVER INS GROUP INC
$382K
MUBISHARES TR
$376K
IPINTERNATIONAL PAPER CO
$373K
NAKNORTHERN DYNASTY MINERALS LT
$373K
NEMNEWMONT CORP
$373K
KMIKINDER MORGAN INC DEL
$366K
MRCYMERCURY SYS INC
$364K
SPIBSPDR SERIES TRUST
$361K
CITHE CIGNA GROUP
$360K
PBDCPUTNAM ETF TRUST
$358K
VOXVANGUARD WORLD FD
$358K
MCHPMICROCHIP TECHNOLOGY INC.
$357K
SCHGSCHWAB STRATEGIC TR
$357K
IJSISHARES TR
$356K
GDGENERAL DYNAMICS CORP
$355K
SHYGISHARES TR
$353K
IM8NINSMED INC
$348K
ECBKECB BANCORP INC
$347K
AM6AMICUS THERAPEUTICS INC
$347K
XLGINVESCO EXCHANGE TRADED FD T
$345K
FBTCFIDELITY WISE ORIGIN BITCOIN
$342K
GEHCGE HEALTHCARE TECHNOLOGIES I
$340K
CSXCSX CORP
$337K
BIVVANGUARD BD INDEX FDS
$334K
APPAPPLOVIN CORP
$332K
FDXFEDEX CORP
$323K
CWSTCASELLA WASTE SYS INC
$323K
WPMWHEATON PRECIOUS METALS CORP
$323K
DELLDELL TECHNOLOGIES INC
$322K
SPGIS&P GLOBAL INC
$319K
SANBANCO SANTANDER SA
$317K
VONGVANGUARD SCOTTSDALE FDS
$314K
IGSBISHARES TR
$313K
ESEVERSOURCE ENERGY
$312K
CITCINTAS CORP
$309K
IGVISHARES TR
$309K
VCSHVANGUARD SCOTTSDALE FDS
$307K
FDVVFIDELITY COVINGTON TRUST
$307K
RSPEINVESCO EXCH TRADED FD TR II
$304K
DOCUDOCUSIGN INC
$300K
EQXEQUINOX GOLD CORP
$300K
SPGPINVESCO EXCHANGE TRADED FD T
$300K
CNRCANADIAN NATL RY CO
$298K
BCRXBIOCRYST PHARMACEUTICALS INC
$296K
ARWRARROWHEAD PHARMACEUTICALS IN
$294K
VRIGINVESCO ACTIVELY MANAGED EXC
$291K
VRTXVERTEX PHARMACEUTICALS INC
$288K
HDSNHUDSON TECHNOLOGIES INC
$281K
PANWPALO ALTO NETWORKS INC
$280K
IWBISHARES TR
$280K
HYDVANECK ETF TRUST
$277K
BDXBECTON DICKINSON & CO
$277K
BBUSJ P MORGAN EXCHANGE TRADED F
$272K
FEFIRSTENERGY CORP
$271K
WCCWESCO INTL INC
$268K
ESEESCO TECHNOLOGIES INC
$267K
CA8ACACI INTL INC
$266K
AXSMAXSOME THERAPEUTICS INC
$266K
RLRALPH LAUREN CORP
$265K
PreviousPage 4 of 5Next