Grimes & Company, Inc.
CIK Number: 0001321993
Main Sectors:
Top Industries:
Filing Date: Apr 17, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | BKLN | Invesco Senior ... | 20.95 | +0.05% | 10.23M | +4.44% | 211.72M | 20.89 | 6.54% | Share |
2 | SJNK | SPDR Bloomberg ... | 25.50 | -0.02% | 8.16M | +3.94% | 205.27M | 24.89 | 6.35% | Share |
3 | SHYG | iShares 0-5 Yea... | 43.16 | +0.08% | 4.82M | +3.96% | 204.99M | 42.28 | 6.34% | Share |
4 | IEFA | iShares Core MS... | 86.74 | +1.04% | 1.99M | +289.49% | 150.2M | 73.32 | 4.64% | Share |
5 | VB | Vanguard Small ... | 255.93 | +0.16% | 576.19K | -17.94% | 127.77M | 233.59 | 3.95% | Share |
6 | IVV | iShares Core S&... | 652.09 | +0.25% | 221.93K | -7.67% | 124.7M | 367.74 | 3.85% | Share |
7 | JHML | John Hancock Mu... | 76.75 | +0.19% | 1.65M | -2.02% | 111.41M | 45.16 | 3.44% | Share |
8 | AAPL | Apple Inc. | 237.88 | -0.76% | 437.61K | -0.15% | 97.21M | 63.49 | 3.00% | Share |
9 | IEMG | iShares Core MS... | 63.33 | +0.88% | 1.67M | -40.76% | 90.4M | 51.13 | 2.79% | Share |
10 | MSFT | Microsoft Corpo... | 498.20 | +0.65% | 168.34K | -0.13% | 63.19M | 83.61 | 1.95% | Share |
11 | XLK | Technology Sele... | 264.85 | +0.76% | 306.01K | -20.63% | 63.19M | 197.57 | 1.95% | Share |
12 | XLC | Communication S... | 114.86 | +0.15% | 643.41K | -17.99% | 62.06M | 75.19 | 1.92% | Share |
13 | HYD | VanEck High Yie... | 50.40 | +0.52% | 1.2M | +0.93% | 61.43M | 51.66 | 1.90% | Share |
14 | VUG | Vanguard Growth... | 465.62 | +0.65% | 122.28K | -0.98% | 45.34M | 108.4 | 1.40% | Share |
15 | XLV | Health Care Sel... | 137.82 | -0.06% | 283K | +376.62% | 41.32M | 140.74 | 1.28% | Share |
16 | XLI | Industrial Sele... | 151.28 | +0.23% | 267.67K | +77.45% | 35.08M | 133.53 | 1.08% | Share |
17 | PRF | Invesco FTSE RA... | 44.41 | -0.13% | 797.64K | -1.62% | 32.23M | 22.52 | 1.00% | Share |
18 | TSM | Taiwan Semicond... | 247.19 | +1.55% | 177.54K | -0.35% | 29.47M | 48.46 | 0.91% | Share |
19 | META | Meta Platforms,... | 752.30 | -0.02% | 50.05K | -1.29% | 28.85M | 191.68 | 0.89% | Share |
20 | AMGN | Amgen Inc. | 280.19 | -1.22% | 91.53K | -0.79% | 28.52M | 206.96 | 0.88% | Share |
21 | QCOM | QUALCOMM Incorp... | 160.24 | +0.25% | 184.17K | +9.02% | 28.29M | 103.2 | 0.87% | Share |
22 | AMZN | Amazon.com, Inc... | 235.84 | +1.51% | 145.89K | +2.86% | 27.76M | 135.08 | 0.86% | Share |
23 | XLE | Energy Select S... | 87.18 | -0.21% | 288.3K | +8.30% | 26.94M | 85.82 | 0.83% | Share |
24 | RMIF | ETF Series Solu... | 25.05 | +0.08% | 1.07M | -1.88% | 26.69M | 25.19 | 0.82% | Share |
25 | GOOGL | Alphabet Inc. | 234.04 | -0.41% | 171.07K | -1.07% | 26.45M | 93 | 0.82% | Share |
26 | BMY | Bristol-Myers S... | 46.72 | -0.89% | 422.77K | -3.03% | 25.78M | 55.6 | 0.80% | Share |
27 | NVDA | NVIDIA Corporat... | 168.31 | +0.77% | 233.85K | +119.69% | 25.34M | 91.22 | 0.78% | Share |
28 | XLP | Consumer Staple... | 80.57 | -0.37% | 303.2K | -27.94% | 24.76M | 76.05 | 0.77% | Share |
29 | JPM | JPMorgan Chase ... | 293.24 | -0.39% | 90.21K | +0.78% | 22.13M | 119.61 | 0.68% | Share |
30 | ABBV | AbbVie Inc. | 209.94 | -1.23% | 103.11K | +0.83% | 21.6M | 101.81 | 0.67% | Share |
31 | RF | Regions Financi... | 27.05 | +0.07% | 973.37K | +1.09% | 21.15M | 20.94 | 0.65% | Share |
32 | ACN | Accenture plc | 255.61 | +0.26% | 66.64K | +1.74% | 20.8M | 137.39 | 0.64% | Share |
33 | HPE | Hewlett Packard... | 23.51 | -0.04% | 1.32M | +1.47% | 20.34M | 18.9 | 0.63% | Share |
34 | KMB | Kimberly-Clark ... | 129.78 | -0.08% | 142.17K | +1.16% | 20.22M | 128.27 | 0.63% | Share |
35 | RSP | Invesco S&P 500... | 188.38 | -0.03% | 116.13K | -35.97% | 20.12M | 153.31 | 0.62% | Share |
36 | XLY | Consumer Discre... | 236.10 | +0.42% | 100.29K | -48.57% | 19.8M | 179.86 | 0.61% | Share |
37 | EOG | EOG Resources, ... | 117.66 | -0.23% | 150.43K | +1.67% | 19.29M | 77.85 | 0.60% | Share |
38 | TROW | T. Rowe Price G... | 108.17 | +0.01% | 209.82K | +9.80% | 19.28M | 115.28 | 0.60% | Share |
39 | PAYX | Paychex, Inc. | 135.43 | -0.01% | 122.59K | -29.13% | 18.91M | 104.59 | 0.58% | Share |
40 | XLF | Financial Selec... | 53.10 | +0.06% | 372.48K | +100.00% | 18.55M | 49.81 | 0.57% | Share |
41 | V | Visa Inc. | 342.43 | -0.23% | 52.59K | -6.02% | 18.43M | 181.13 | 0.57% | Share |
42 | GILD | Gilead Sciences... | 115.88 | +0.72% | 163.62K | -8.81% | 18.33M | 69.14 | 0.57% | Share |
43 | ETN | Eaton Corporati... | 349.59 | +0.16% | 67.16K | +71.04% | 18.26M | 190.36 | 0.56% | Share |
44 | MDT | Medtronic plc | 92.99 | +0.10% | 203.05K | +5.96% | 18.25M | 92.61 | 0.56% | Share |
45 | JNJ | Johnson & Johns... | 178.15 | -0.16% | 103.44K | +1.00% | 17.15M | 132.89 | 0.53% | Share |
46 | CRM | Salesforce, Inc... | 252.32 | +0.62% | 62.12K | +0.14% | 16.67M | 256.41 | 0.52% | Share |
47 | HSY | The Hershey Com... | 187.70 | +1.20% | 97.46K | +29.76% | 16.67M | 173.57 | 0.52% | Share |
48 | UPS | United Parcel S... | 84.35 | -0.81% | 150.84K | +17.45% | 16.59M | 124.23 | 0.51% | Share |
49 | LULU | Lululemon Athle... | 168.10 | +0.18% | 57.95K | -1.31% | 16.4M | 273.35 | 0.51% | Share |
50 | DIS | The Walt Disney... | 118.86 | +0.81% | 161.33K | -1.49% | 15.92M | 119.76 | 0.49% | Share |
51 | ADBE | Adobe Inc. | 358.66 | +2.78% | 41.01K | +167.43% | 15.73M | 378.16 | 0.49% | Share |
52 | ZM | Zoom Video Comm... | 85.09 | +1.68% | 207.44K | -1.8% | 15.3M | 65.82 | 0.47% | Share |
53 | CSCO | Cisco Systems, ... | 66.88 | -0.03% | 245.95K | -55.65% | 15.18M | 35.83 | 0.47% | Share |
54 | RHI | Robert Half Int... | 35.93 | -2.97% | 277.77K | +8.13% | 15.15M | 61.36 | 0.47% | Share |
55 | MU | Micron Technolo... | 131.46 | +0.07% | 169.42K | +5.34K% | 14.72M | 86.94 | 0.46% | Share |
56 | AVGO | Broadcom Inc. | 345.65 | +3.21% | 84.27K | +1.09% | 14.11M | 41.55 | 0.44% | Share |
57 | IJR | iShares Core S&... | 118.94 | -0.16% | 133.71K | -1.83% | 13.98M | 82.27 | 0.43% | Share |
58 | AGG | iShares Core U.... | 100.43 | +0.33% | 133.82K | +2.15% | 13.24M | 103.14 | 0.41% | Share |
59 | AMD | Advanced Micro ... | 151.41 | +0.18% | 127.89K | +2.16% | 13.14M | 108.67 | 0.41% | Share |
60 | XYL | Xylem Inc. | 140.05 | -0.36% | 109.63K | +100.00% | 13.1M | 119.46 | 0.40% | Share |
61 | SPY | SPDR S&P 500 ET... | 648.84 | +0.25% | 21.94K | -1.28% | 12.27M | 323.55 | 0.38% | Share |
62 | VZ | Verizon Communi... | 43.32 | -2.39% | 268.67K | +7.05% | 12.19M | 46.24 | 0.38% | Share |
63 | UNH | UnitedHealth Gr... | 320.56 | +1.64% | 23K | +0.80% | 12.05M | 154.66 | 0.37% | Share |
64 | ASML | ASML Holding N.... | 796.25 | +1.86% | 17.72K | +100.00% | 11.74M | 662.63 | 0.36% | Share |
65 | CTSH | Cognizant Techn... | 71.19 | -0.88% | 152.49K | +0.80% | 11.67M | 65.82 | 0.36% | Share |
66 | BAC | Bank of America... | 49.48 | -0.58% | 273.38K | -1.98% | 11.41M | 27.81 | 0.35% | Share |
67 | PEP | PepsiCo, Inc. | 141.71 | -3.2% | 74.86K | +3.01% | 11.22M | 150.39 | 0.35% | Share |
68 | INCY | Incyte Corporat... | 86.56 | -0.09% | 184.23K | +0.22% | 11.16M | 63.19 | 0.34% | Share |
69 | GOOG | Alphabet Inc. | 234.16 | -0.43% | 71.3K | +0.18% | 11.14M | 91.17 | 0.34% | Share |
70 | SLB | Schlumberger Li... | 35.80 | -0.07% | 266.48K | +17.63% | 11.14M | 30.91 | 0.34% | Share |
71 | AMAT | Applied Materia... | 162.05 | -0.43% | 75.81K | +1.18% | 11M | 99.32 | 0.34% | Share |
72 | AXP | American Expres... | 325.50 | -0.22% | 40.13K | +0.03% | 10.8M | 143.84 | 0.33% | Share |
73 | CVX | Chevron Corpora... | 154.09 | +0.28% | 64.51K | +3.88% | 10.79M | 125.17 | 0.33% | Share |
74 | IJH | iShares Core S&... | 66.06 | +0.02% | 175.51K | +3.21% | 10.24M | 34.11 | 0.32% | Share |
75 | IWM | iShares Russell... | 238.26 | +0.21% | 50.03K | -88.96% | 9.98M | 186.42 | 0.31% | Share |
76 | DFAE | Dimensional Eme... | 30.59 | +0.86% | 378.66K | +21.34% | 9.8M | 25.16 | 0.30% | Share |
77 | BRK-B | Berkshire Hatha... | 493.77 | -1.2% | 17.99K | +1.85% | 9.58M | 265.37 | 0.30% | Share |
78 | NKE | NIKE, Inc. | 74.20 | +0.40% | 150.33K | +46.17% | 9.54M | 84.97 | 0.29% | Share |
79 | SCHX | Schwab U.S. Lar... | 25.71 | +0.21% | 427.55K | -19.88% | 9.44M | 15.61 | 0.29% | Share |
80 | PYPL | PayPal Holdings... | 68.40 | +0.21% | 142.96K | +1.12% | 9.33M | 80.86 | 0.29% | Share |
81 | VCR | Vanguard Consum... | 393.13 | +0.24% | 28.45K | -31.43% | 9.26M | 309.4 | 0.29% | Share |
82 | AVLC | American Centur... | 74.83 | +0.24% | 143.81K | +111.45% | 9.23M | 65.68 | 0.29% | Share |
83 | XOM | Exxon Mobil Cor... | 109.87 | +0.59% | 77.56K | -0.09% | 9.22M | 88.59 | 0.29% | Share |
84 | DXCM | DexCom, Inc. | 78.00 | -3.12% | 134.94K | +100.00% | 9.21M | 68.29 | 0.28% | Share |
85 | CLX | The Clorox Comp... | 125.89 | -0.9% | 59.26K | +100.00% | 8.73M | 147.25 | 0.27% | Share |
86 | BIIB | Biogen Inc. | 141.35 | +0.48% | 59.33K | +131.66% | 8.12M | 181.04 | 0.25% | Share |
87 | SPDW | SPDR Portfolio ... | 42.33 | +0.95% | 219.65K | -4.72% | 8M | 29.84 | 0.25% | Share |
88 | CMCSA | Comcast Corpora... | 34.00 | +0.27% | 215.88K | +11.16% | 7.97M | 39.62 | 0.25% | Share |
89 | TMO | Thermo Fisher S... | 487.83 | -0.97% | 16K | +11.18% | 7.96M | 498.09 | 0.25% | Share |
90 | EFA | iShares MSCI EA... | 92.72 | +1.02% | 97.01K | -1.68% | 7.93M | 67.86 | 0.25% | Share |
91 | ABT | Abbott Laborato... | 132.25 | -0.52% | 58.98K | +1.46% | 7.82M | 71.54 | 0.24% | Share |
92 | MKC | McCormick & Com... | 70.17 | -1.04% | 93.1K | +10.12% | 7.66M | 71.37 | 0.24% | Share |
93 | NVO | Novo Nordisk A/... | 54.28 | -1.72% | 106.95K | +3.16% | 7.43M | 29.82 | 0.23% | Share |
94 | LMT | Lockheed Martin... | 459.20 | -1.01% | 16.48K | +3.15% | 7.36M | 404.53 | 0.23% | Share |
95 | LEA | Lear Corporatio... | 112.86 | +1.63% | 78.92K | +68.27% | 6.96M | 114.78 | 0.22% | Share |
96 | MA | Mastercard Inco... | 586.91 | +0.46% | 11.7K | -0.25% | 6.41M | 289.08 | 0.20% | Share |
97 | GNRC | Generac Holding... | 183.98 | +1.48% | 49.47K | +100.00% | 6.27M | 126.65 | 0.19% | Share |
98 | JIRE | JPMorgan Intern... | 72.97 | +0.81% | 97.87K | +103.74% | 6.24M | 61.5 | 0.19% | Share |
99 | GSK | GSK plc | 40.06 | -1.09% | 156.31K | +11.75% | 6.06M | 34.34 | 0.19% | Share |
100 | SCHF | Schwab Internat... | 23.04 | +0.94% | 297.34K | +0.21% | 5.88M | 16.69 | 0.18% | Share |
101 | TPL | Texas Pacific L... | 911.46 | +2.50% | 4.4K | +0.05% | 5.83M | 547.16 | 0.18% | Share |
102 | STZ | Constellation B... | 146.13 | -1.55% | 31.28K | +13.32% | 5.74M | 216.59 | 0.18% | Share |
103 | RTX | RTX Corporation | 154.21 | -2.1% | 42.83K | -1.86% | 5.67M | 69.4 | 0.18% | Share |
104 | PG | The Procter & G... | 159.07 | -0.59% | 33.28K | +0.40% | 5.67M | 110.74 | 0.18% | Share |
105 | TXN | Texas Instrumen... | 185.84 | -1.11% | 30.28K | +32.52% | 5.44M | 164.41 | 0.17% | Share |
106 | VEA | Vanguard Develo... | 59.54 | +0.98% | 97.71K | -2.04% | 4.97M | 43.71 | 0.15% | Share |
107 | VOO | Vanguard S&P 50... | 596.54 | +0.27% | 9.44K | -0.92% | 4.85M | 366.99 | 0.15% | Share |
108 | HYG | iShares iBoxx $... | 80.87 | +0.01% | 59.38K | +10.46% | 4.68M | 76.72 | 0.14% | Share |
109 | JHMM | John Hancock Mu... | 64.67 | +0.26% | 78.26K | -0.12% | 4.48M | 30.05 | 0.14% | Share |
110 | GGG | Graco Inc. | 85.92 | +0.06% | 50.96K | -62.99% | 4.26M | 87.42 | 0.13% | Share |
111 | IBM | International B... | 256.14 | +3.06% | 15.94K | -0.31% | 3.96M | 171.34 | 0.12% | Share |
112 | VBK | Vanguard Small ... | 298.65 | +0.50% | 15.01K | -1.15% | 3.78M | 201.36 | 0.12% | Share |
113 | MCD | McDonald's Corp... | 312.87 | -0.48% | 11.97K | -0.56% | 3.74M | 124.93 | 0.12% | Share |
114 | LLY | Eli Lilly and C... | 738.59 | +1.56% | 4.34K | +4.48% | 3.58M | 283.68 | 0.11% | Share |
115 | SUSA | iShares MSCI US... | 132.43 | +0.25% | 30.08K | +0.65% | 3.46M | 81.21 | 0.11% | Share |
116 | DIA | SPDR Dow Jones ... | 456.19 | +0.26% | 7.64K | +2.33% | 3.21M | 341.56 | 0.10% | Share |
117 | BRK-A | Berkshire Hatha... | 742805.00 | -0.97% | 4 | 0.00% | 3.19M | 247694.5 | 0.10% | Share |
118 | IEO | iShares U.S. Oi... | 90.28 | -0.76% | 33.28K | -0.11% | 3.15M | 36.41 | 0.10% | Share |
119 | BINC | Blackrock Etf T... | 53.19 | +0.16% | 59.95K | -3.52% | 3.14M | 52.02 | 0.10% | Share |
120 | SPSM | SPDR Portfolio ... | 46.36 | -0.11% | 76.38K | -2.99% | 3.11M | 29.99 | 0.10% | Share |
121 | SYK | Stryker Corpora... | 393.34 | +0.26% | 8.34K | +0.80% | 3.11M | 218.97 | 0.10% | Share |
122 | SPEM | SPDR Portfolio ... | 45.20 | +0.84% | 76.4K | -7.01% | 3.01M | 34.69 | 0.09% | Share |
123 | TXT | Textron Inc. | 82.73 | +1.57% | 76.36K | +0.01% | 3M | 70.43 | 0.09% | Share |
124 | VWO | Vanguard Emergi... | 52.48 | +0.98% | 63.53K | -2.12% | 2.88M | 38.06 | 0.09% | Share |
125 | GE | GE Aerospace | 276.09 | -1.12% | 13.78K | -1.43% | 2.76M | 66.42 | 0.09% | Share |
126 | VYM | Vanguard High D... | 139.63 | +0.06% | 21.29K | +26.95% | 2.74M | 103.4 | 0.08% | Share |
127 | VTI | Vanguard Total ... | 320.51 | +0.30% | 9.97K | +2.79% | 2.74M | 231.43 | 0.08% | Share |
128 | QQQ | Invesco QQQ Tru... | 578.87 | +0.49% | 5.8K | -3.03% | 2.72M | 292.95 | 0.08% | Share |
129 | EEM | iShares MSCI Em... | 50.92 | +0.93% | 58.41K | -0.69% | 2.55M | 40.39 | 0.08% | Share |
130 | IWN | iShares Russell... | 175.95 | -0.03% | 16.79K | -0.69% | 2.54M | 133.55 | 0.08% | Share |
131 | LRGF | iShares U.S. Eq... | 67.46 | +0.37% | 43.42K | -1.12% | 2.51M | 39.01 | 0.08% | Share |
132 | AJG | Arthur J. Galla... | 299.23 | +0.02% | 7.27K | +0.19% | 2.51M | 128.73 | 0.08% | Share |
133 | ITW | Illinois Tool W... | 266.81 | +0.21% | 9.79K | +3.52% | 2.43M | 176.34 | 0.08% | Share |
134 | PFE | Pfizer Inc. | 24.57 | -1.27% | 95.68K | +1.98% | 2.42M | 30.83 | 0.07% | Share |
135 | HD | The Home Depot,... | 420.08 | +0.27% | 6.58K | -0.14% | 2.41M | 215.66 | 0.07% | Share |
136 | IWF | iShares Russell... | 451.87 | +0.57% | 6.55K | +2.15% | 2.36M | 192.62 | 0.07% | Share |
137 | VOE | Vanguard Mid-Ca... | 172.35 | -0.27% | 14.59K | +0.50% | 2.34M | 119.6 | 0.07% | Share |
138 | WFC | Wells Fargo & C... | 79.14 | +0.23% | 32.01K | -1.14% | 2.3M | 50.45 | 0.07% | Share |
139 | MMC | Marsh & McLenna... | 203.28 | -0.23% | 8.94K | -1.49% | 2.18M | 101.87 | 0.07% | Share |
140 | SCHE | Schwab Emerging... | 32.05 | +0.83% | 78.04K | -6.09% | 2.15M | 26.22 | 0.07% | Share |
141 | GS | The Goldman Sac... | 741.86 | +0.49% | 3.92K | -0.23% | 2.14M | 257.45 | 0.07% | Share |
142 | VIG | Vanguard Divide... | 212.71 | +0.35% | 10.99K | +2.06% | 2.13M | 107.96 | 0.07% | Share |
143 | IWD | iShares Russell... | 201.53 | -0.03% | 11.22K | +13.44% | 2.11M | 138.42 | 0.07% | Share |
144 | TD | The Toronto-Dom... | 74.76 | +0.40% | 33.27K | +0.29% | 1.99M | 40.92 | 0.06% | Share |
145 | IDXX | IDEXX Laborator... | 652.83 | +1.53% | 4.5K | +0.65% | 1.89M | 101.23 | 0.06% | Share |
146 | MRK | Merck & Co., In... | 84.11 | -0.71% | 20.71K | -4.38% | 1.86M | 84.27 | 0.06% | Share |
147 | GBTC | Grayscale Bitco... | 88.01 | +0.40% | 28.34K | +1.73% | 1.85M | 61.38 | 0.06% | Share |
148 | INTC | Intel Corporati... | 24.48 | -0.04% | 79.81K | -5.78% | 1.81M | 35.64 | 0.06% | Share |
149 | SBUX | Starbucks Corpo... | 84.17 | -1.47% | 17.91K | -43.52% | 1.76M | 88.26 | 0.05% | Share |
150 | ORCL | Oracle Corporat... | 238.50 | +2.45% | 12.28K | +0.65% | 1.72M | 67.22 | 0.05% | Share |