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)
| Stock | Value |
|---|---|
BTCGRAYSCALE BITCOIN MINI TR ET | $262K |
LIESUN LIFE FINANCIAL INC. | $258K |
PWVINVESCO EXCHANGE TRADED FD T | $257K |
EFVISHARES TR | $246K |
ADMAADMA BIOLOGICS INC | $245K |
GPCGENUINE PARTS CO | $242K |
OKEONEOK INC NEW | $241K |
DGRWWISDOMTREE TR | $240K |
IWSISHARES TR | $239K |
HOLXHOLOGIC INC | $239K |
AIGAMERICAN INTL GROUP INC | $238K |
WQTMWISDOMTREE TR | $238K |
BNBROOKFIELD CORP | $238K |
AG8AGILENT TECHNOLOGIES INC | $237K |
FCXFREEPORT-MCMORAN INC | $236K |
VEUVANGUARD INTL EQUITY INDEX F | $234K |
DEODIAGEO PLC | $232K |
JOYTJ P MORGAN EXCHANGE TRADED F | $232K |
WMWASTE MGMT INC DEL | $230K |
INVAINNOVIVA INC | $230K |
PEOEXELON CORP | $230K |
HCAHCA HEALTHCARE INC | $229K |
ODFLOLD DOMINION FREIGHT LINE IN | $221K |
VNQVANGUARD INDEX FDS | $221K |
COFCAPITAL ONE FINL CORP | $220K |
ENBENBRIDGE INC | $216K |
OREALTY INCOME CORP | $216K |
GFLGFL ENVIRONMENTAL INC | $215K |
KBESPDR SERIES TRUST | $212K |
EAELECTRONIC ARTS INC | $211K |
AEPAMERICAN ELEC PWR CO INC | $211K |
AMTAMERICAN TOWER CORP NEW | $210K |
ADIANALOG DEVICES INC | $209K |
ETENERGY TRANSFER L P | $206K |
PSAPUBLIC STORAGE OPER CO | $206K |
VLTOVERALTO CORP | $205K |
CSWCCAPITAL SOUTHWEST CORP | $205K |
ADSKAUTODESK INC | $204K |
RSPTINVESCO EXCHANGE TRADED FD T | $203K |
HTGCHERCULES CAPITAL INC | $194K |
FFORD MTR CO | $175K |
MSDLMORGAN STANLEY DIRECT LENDIN | $174K |
OBDCBLUE OWL CAPITAL CORPORATION | $169K |
NCDLNUVEEN CHURCHILL DIRECT LEND | $163K |
ETVEATON VANCE TAX-MANAGED BUY- | $151K |
TRINTRINITY CAP INC | $149K |
EVNEATON VANCE MUNI INCOME TRUS | $147K |
NMZNUVEEN MUN HIGH INCOME OPPOR | $140K |
PMLPIMCO MUN INCOME FD II | $139K |
EIMEATON VANCE MUN BD FD | $136K |
IBRXIMMUNITYBIO INC | $115K |
URCURANIUM RTY CORP | $106K |
BCGBINAH CAP GROUP INC | $96K |
DMRCDIGIMARC CORP NEW | $87K |
IRWDIRONWOOD PHARMACEUTICALS INC | $87K |
IOVAIOVANCE BIOTHERAPEUTICS INC | $80K |
FSCOFS CREDIT OPPORTUNITIES CORP | $75K |
RCKTROCKET PHARMACEUTICALS INC | $44K |
BLNEBEELINE HOLDINGS INC | $31K |
RBBNRIBBON COMMUNICATIONS INC | $28K |
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