Grimes & Company

Latest statistics and disclosures from Grimes & Company's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Grimes & Company

Grimes & Company holds 331 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 8.9 $269M 3.8M 70.35
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 6.0 $181M +5% 8.6M 21.18
 View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK) 5.6 $169M 6.7M 25.14
 View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 5.5 $166M NEW 3.9M 42.22
 View chart
Ishares Tr Core S&p500 Etf (IVV) 4.0 $120M +28% 251k 477.63
 View chart
Ishares Core Msci Emkt (IEMG) 3.8 $113M +325% 2.2M 50.58
 View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 3.3 $100M 1.7M 58.81
 View chart
Ishares Tr Russell 2000 Etf (IWM) 3.3 $99M 493k 200.71
 View chart
Apple (AAPL) 2.6 $78M 407k 192.53
 View chart
Microsoft Corporation (MSFT) 2.1 $64M 169k 376.05
 View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.9 $57M NEW 2.2M 25.30
 View chart
Vaneck Etf Trust High Yld Munietf (HYD) 1.9 $57M NEW 1.1M 51.63
 View chart
Vanguard Index Fds Growth Etf (VUG) 1.4 $43M 139k 310.88
 View chart
Select Sector Spdr Tr Communication (XLC) 1.3 $41M 557k 72.66
 View chart
Select Sector Spdr Tr Technology (XLK) 1.3 $39M -44% 205k 192.48
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $39M -23% 286k 136.38
 View chart
Select Sector Spdr Tr Energy (XLE) 1.2 $37M +116% 440k 83.84
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.2 $36M NEW 496k 72.03
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $32M -52% 201k 157.80
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.0 $31M 868k 35.20
 View chart
Etf Ser Solutions Lha Risk Manage (RMIF) 1.0 $29M 1.2M 25.10
 View chart
Cisco Systems (CSCO) 0.9 $26M +2% 522k 50.52
 View chart
Amgen (AMGN) 0.9 $26M 91k 288.02
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $26M 248k 104.00
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.8 $24M 173k 139.69
 View chart
Charles Schwab Corporation (SCHW) 0.8 $24M 348k 68.80
 View chart
Intel Corporation (INTC) 0.8 $24M 471k 50.25
 View chart
Paychex (PAYX) 0.7 $23M +2% 189k 119.11
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.7 $22M +2% 63k 350.91
 View chart
Meta Platforms Cl A (META) 0.7 $21M 60k 353.96
 View chart
Amazon (AMZN) 0.7 $21M 139k 151.94
 View chart
CVS Caremark Corporation (CVS) 0.7 $20M +2% 256k 78.96
 View chart
Advanced Micro Devices (AMD) 0.7 $20M 137k 147.41
 View chart
Robert Half International (RHI) 0.6 $19M +2% 217k 87.92
 View chart
Qualcomm (QCOM) 0.6 $19M +2% 130k 144.63
 View chart
Raytheon Technologies Corp (RTX) 0.6 $18M +3% 218k 84.14
 View chart
United Parcel Service CL B (UPS) 0.6 $18M +5% 114k 157.23
 View chart
Bristol Myers Squibb (BMY) 0.6 $18M +4% 345k 51.31
 View chart
Docusign (DOCU) 0.6 $17M 292k 59.45
 View chart
Visa Com Cl A (V) 0.6 $17M 65k 260.35
 View chart
Expedia Group Com New (EXPE) 0.6 $17M +2% 111k 151.79
 View chart
EOG Resources (EOG) 0.5 $16M +3% 133k 120.95
 View chart
Applied Materials (AMAT) 0.5 $16M 97k 162.07
 View chart
Lululemon Athletica (LULU) 0.5 $16M 31k 511.29
 View chart
Vanguard World Fds Consum Dis Etf (VCR) 0.5 $16M NEW 51k 304.55
 View chart
JPMorgan Chase & Co. (JPM) 0.5 $16M +2% 91k 170.10
 View chart
Medtronic SHS (MDT) 0.5 $15M +5% 187k 82.38
 View chart
Abbvie (ABBV) 0.5 $15M +4% 99k 154.97
 View chart
Agilent Technologies Inc C ommon (A) 0.5 $15M 109k 139.03
 View chart
Johnson & Johnson (JNJ) 0.5 $15M +2% 96k 156.74
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $15M +7% 138k 108.25
 View chart
T. Rowe Price (TROW) 0.4 $13M -25% 125k 107.69
 View chart
UnitedHealth (UNH) 0.4 $13M 25k 526.47
 View chart
Select Sector Spdr Tr Indl (XLI) 0.4 $13M +31% 113k 113.99
 View chart
SYSCO Corporation (SYY) 0.4 $13M +2% 172k 73.13
 View chart
Eaton Corp SHS (ETN) 0.4 $12M 50k 240.82
 View chart
Broadcom (AVGO) 0.4 $12M +2% 11k 1116.25
 View chart
Regions Financial Corporation (RF) 0.4 $12M -38% 611k 19.38
 View chart
Zoom Video Communications In Cl A (ZM) 0.4 $12M 163k 71.91
 View chart
Biogen Idec (BIIB) 0.4 $12M 45k 258.77
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.4 $11M 150k 75.53
 View chart
Schlumberger Com Stk (SLB) 0.4 $11M 217k 52.04
 View chart
Boeing Company (BA) 0.4 $11M +2% 41k 260.66
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $11M +2% 108k 99.25
 View chart
Novo-nordisk A S Adr (NVO) 0.4 $11M 103k 103.45
 View chart
Bank of America Corporation (BAC) 0.3 $10M +3% 310k 33.67
 View chart
Adobe Systems Incorporated (ADBE) 0.3 $10M -3% 18k 596.60
 View chart
F5 Networks (FFIV) 0.3 $10M +2% 57k 178.98
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $10M +5% 71k 140.93
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $9.8M -7% 21k 475.30
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $9.8M -69% 55k 178.81
 View chart
Ecolab (ECL) 0.3 $9.7M 49k 198.35
 View chart
American Express Company (AXP) 0.3 $9.5M +3% 51k 187.34
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $9.5M +46% 168k 56.40
 View chart
Nike CL B (NKE) 0.3 $9.4M +2% 87k 108.57
 View chart
Verizon Communications (VZ) 0.3 $9.3M +4% 247k 37.70
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $8.9M 32k 277.15
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $8.5M -5% 250k 34.01
 View chart
Comcast Corp Cl A (CMCSA) 0.3 $8.3M 190k 43.85
 View chart
Chevron Corporation (CVX) 0.3 $8.0M +6% 54k 149.16
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.3 $7.8M 103k 75.35
 View chart
Lockheed Martin Corporation (LMT) 0.3 $7.7M +3% 17k 453.23
 View chart
Spdr Ser Tr S&p Regl Bkg (KRE) 0.2 $7.5M +2761% 143k 52.43
 View chart
Hewlett Packard Enterprise (HPE) 0.2 $7.4M +4% 434k 16.98
 View chart
Starbucks Corporation (SBUX) 0.2 $7.1M +3% 74k 96.01
 View chart
Exxon Mobil Corporation (XOM) 0.2 $6.9M +3% 69k 99.98
 View chart
Fidelity National Financial Fnf Group Com (FNF) 0.2 $6.7M +3% 131k 51.02
 View chart
Abbott Laboratories (ABT) 0.2 $6.3M +4% 57k 110.07
 View chart
Kimberly-Clark Corporation (KMB) 0.2 $6.3M +7% 52k 121.51
 View chart
Incyte Corporation (INCY) 0.2 $6.1M -48% 97k 62.79
 View chart
Albemarle Corporation (ALB) 0.2 $5.9M -10% 41k 144.48
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $5.9M +8% 123k 47.90
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $5.9M +7% 17k 356.66
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $5.8M +9% 156k 36.96
 View chart
Pepsi (PEP) 0.2 $5.6M +17% 33k 169.84
 View chart
Hershey Company (HSY) 0.2 $5.5M +7% 30k 186.44
 View chart
Spdr Ser Tr S&p Biotech (XBI) 0.2 $5.4M NEW 61k 89.29
 View chart
Ishares Tr Us Br Del Se Etf (IAI) 0.2 $5.2M NEW 48k 108.53
 View chart
Paypal Holdings (PYPL) 0.2 $5.1M -41% 83k 61.41
 View chart
Procter & Gamble Company (PG) 0.2 $4.7M +18% 32k 146.54
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $4.7M 132k 35.41
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $4.2M 9.7k 436.79
 View chart
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $4.2M -2% 79k 52.66
 View chart
Etf Managers Tr Prime Mobile Pay (IPAY) 0.1 $3.7M NEW 81k 46.41
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.7M -2% 15k 241.77
 View chart
McDonald's Corporation (MCD) 0.1 $3.6M 12k 296.50
 View chart
Texas Instruments Incorporated (TXN) 0.1 $3.5M 20k 170.46
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $3.3M -8% 78k 42.18
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $3.2M +4% 7.6k 426.51
 View chart
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.1 $3.2M 34k 93.19
 View chart
Pfizer (PFE) 0.1 $2.9M +16% 100k 28.79
 View chart
Eli Lilly & Co. (LLY) 0.1 $2.8M +24% 4.9k 582.94
 View chart
NVIDIA Corporation (NVDA) 0.1 $2.7M +4% 5.5k 495.26
 View chart
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.7M +2% 27k 100.51
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.6M -10% 64k 41.10
 View chart
IDEXX Laboratories (IDXX) 0.1 $2.6M +6% 4.7k 555.05
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.6M 65k 40.21
 View chart
Illinois Tool Works (ITW) 0.1 $2.5M +3% 9.6k 261.93
 View chart
Stryker Corporation (SYK) 0.1 $2.5M 8.4k 299.45
 View chart
Emerson Electric (EMR) 0.1 $2.5M -11% 26k 97.33
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.5M 16k 155.33
 View chart
International Business Machines (IBM) 0.1 $2.5M +2% 15k 163.55
 View chart
Ishares Tr U S Equity Factr (LRGF) 0.1 $2.5M 51k 48.29
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $2.4M +22% 6.5k 376.85
 View chart
Merck & Co (MRK) 0.1 $2.4M 22k 109.02
 View chart
Home Depot (HD) 0.1 $2.3M 6.6k 346.55
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.2M -11% 13k 170.41
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.2M 7.2k 303.15
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.2M 4.00 542625.00
 View chart
Texas Pacific Land Corp (TPL) 0.1 $2.1M 1.4k 1572.37
 View chart
Toronto Dominion Bk Ont Com New (TD) 0.1 $2.1M 33k 64.62
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.1M -4% 14k 145.02
 View chart
Arthur J. Gallagher & Co. (AJG) 0.1 $2.1M +28% 9.1k 224.87
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.0M 5.0k 409.56
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.9M +5% 25k 77.39
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.9M +2% 77k 24.79
 View chart
Marsh & McLennan Companies (MMC) 0.1 $1.8M 9.5k 189.46
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.7M 23k 75.54
 View chart
General Electric Com New (GE) 0.1 $1.7M 14k 127.63
 View chart
Union Pacific Corporation (UNP) 0.1 $1.7M +16% 7.0k 245.63
 View chart
Danaher Corporation (DHR) 0.1 $1.7M +5% 7.3k 231.35
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.7M 23k 73.55
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.7M -3% 10k 165.26
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.7M 15k 111.63
 View chart
Lowe's Companies (LOW) 0.1 $1.6M 7.2k 222.55
 View chart
Wells Fargo & Company (WFC) 0.1 $1.5M +10% 31k 49.22
 View chart
Tesla Motors (TSLA) 0.1 $1.5M -15% 6.1k 248.46
 View chart
Novartis Sponsored Adr (NVS) 0.1 $1.5M -4% 15k 100.97
 View chart
Goldman Sachs (GS) 0.0 $1.5M 3.8k 385.77
 View chart
Expeditors International of Washington (EXPD) 0.0 $1.4M 11k 127.20
 View chart
Paccar (PCAR) 0.0 $1.4M +5% 14k 97.65
 View chart
Gilead Sciences (GILD) 0.0 $1.4M 17k 81.01
 View chart
Honeywell International (HON) 0.0 $1.4M +2% 6.5k 209.72
 View chart
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $1.3M +6% 32k 41.93
 View chart
Costco Wholesale Corporation (COST) 0.0 $1.2M +11% 1.9k 660.25
 View chart
Coca-Cola Company (KO) 0.0 $1.2M +16% 21k 58.93
 View chart
Thermo Fisher Scientific (TMO) 0.0 $1.2M 2.3k 530.79
 View chart
Global X Fds Lithium Btry Etf (LIT) 0.0 $1.2M NEW 24k 50.94
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.2M -4% 5.2k 232.65
 View chart
Oracle Corporation (ORCL) 0.0 $1.2M +20% 11k 105.43
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $1.1M -12% 5.2k 219.56
 View chart
Fiserv (FI) 0.0 $1.1M 8.5k 132.84
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $1.1M +9% 24k 47.24
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $1.1M -11% 4.6k 237.22
 View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.0 $1.1M 49k 21.92
 View chart
Trane Technologies SHS (TT) 0.0 $1.1M 4.4k 243.91
 View chart
Target Corporation (TGT) 0.0 $1.1M 7.6k 142.42
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $1.0M -2% 8.9k 117.22
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $1.0M -16% 6.8k 149.49
 View chart
Kla Corp Com New (KLAC) 0.0 $998k -6% 1.7k 581.26
 View chart
Us Bancorp Del Com New (USB) 0.0 $988k 23k 43.28
 View chart
Colgate-Palmolive Company (CL) 0.0 $970k 12k 79.71
 View chart
Walt Disney Company (DIS) 0.0 $965k +12% 11k 90.29
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $965k -21% 9.1k 105.43
 View chart
3M Company (MMM) 0.0 $945k 8.6k 109.32
 View chart
Murphy Usa (MUSA) 0.0 $939k -3% 2.6k 356.56
 View chart
Southern Company (SO) 0.0 $921k 13k 70.12
 View chart
Caterpillar (CAT) 0.0 $914k +29% 3.1k 295.65
 View chart
Ishares Tr U.s. Energy Etf (IYE) 0.0 $871k 20k 44.12
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $865k -3% 4.5k 191.16
 View chart
Duke Energy Corp Com New (DUK) 0.0 $856k 8.8k 97.04
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.0 $850k 3.3k 259.48
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $847k -97% 17k 51.28
 View chart
MetLife (MET) 0.0 $828k +2% 13k 66.13
 View chart
TJX Companies (TJX) 0.0 $816k 8.7k 93.80
 View chart
Automatic Data Processing (ADP) 0.0 $811k +7% 3.5k 232.97
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $804k -2% 16k 50.23
 View chart
Cintas Corporation (CTAS) 0.0 $750k -3% 1.2k 602.66
 View chart
Ishares Tr Short Treas Bd (SHV) 0.0 $744k -3% 6.8k 110.14
 View chart
Electronic Arts (EA) 0.0 $729k -6% 5.3k 136.82
 View chart
Wal-Mart Stores (WMT) 0.0 $723k +24% 4.6k 157.64
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $707k 1.4k 507.38
 View chart
Ishares Tr Esg Aware Msci (ESML) 0.0 $706k 19k 38.01
 View chart
BlackRock (BLK) 0.0 $701k 863.00 811.68
 View chart
Marathon Petroleum Corp (MPC) 0.0 $700k +20% 4.7k 148.37
 View chart
Nextera Energy (NEE) 0.0 $696k -14% 12k 60.74
 View chart
The Beauty Health Company Com Cl A (SKIN) 0.0 $684k NEW 220k 3.11
 View chart
Air Products & Chemicals (APD) 0.0 $677k +3% 2.5k 273.85
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $675k 5.4k 124.97
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $668k -2% 1.4k 483.95
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $660k +6% 3.7k 179.95
 View chart
Manulife Finl Corp (MFC) 0.0 $657k +18% 30k 22.10
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $656k 12k 55.67
 View chart
Rockwell Automation (ROK) 0.0 $649k 2.1k 310.54
 View chart
ConocoPhillips (COP) 0.0 $647k NEW 5.6k 116.08
 View chart
Check Point Software Tech Lt Ord (CHKP) 0.0 $644k 4.2k 152.79
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $640k -30% 8.2k 77.73
 View chart
Ameriprise Financial (AMP) 0.0 $619k 1.6k 379.75
 View chart
Diageo Spon Adr New (DEO) 0.0 $615k 4.2k 145.66
 View chart
Carrier Global Corporation (CARR) 0.0 $610k 11k 57.45
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.0 $586k NEW 18k 32.06
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $566k -99% 7.3k 77.37
 View chart
At&t (T) 0.0 $563k 34k 16.78
 View chart
Hudson Technologies (HDSN) 0.0 $555k 41k 13.49
 View chart
AFLAC Incorporated (AFL) 0.0 $533k 6.5k 82.50
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $533k -5% 7.1k 75.32
 View chart
Shell Spon Ads (SHEL) 0.0 $529k +5% 8.0k 65.80
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.0 $525k -4% 2.4k 223.37
 View chart
Eversource Energy (ES) 0.0 $516k 8.4k 61.72
 View chart
Valero Energy Corporation (VLO) 0.0 $507k +106% 3.9k 130.01
 View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.0 $507k 20k 24.99
 View chart
Philip Morris International (PM) 0.0 $489k +36% 5.2k 94.08
 View chart
Consolidated Edison (ED) 0.0 $476k 5.2k 90.97
 View chart
Boston Scientific Corporation (BSX) 0.0 $461k 8.0k 57.81
 View chart
Travelers Companies (TRV) 0.0 $461k +2% 2.4k 190.49
 View chart
Otis Worldwide Corp (OTIS) 0.0 $460k -2% 5.1k 89.48
 View chart
Ironwood Pharmaceuticals Com Cl A (IRWD) 0.0 $448k -2% 39k 11.44
 View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $447k 4.6k 98.05
 View chart
Dominion Resources (D) 0.0 $441k +5% 9.4k 47.00
 View chart
Genuine Parts Company (GPC) 0.0 $440k +2% 3.2k 138.50
 View chart
BioCryst Pharmaceuticals (BCRX) 0.0 $433k 72k 5.99
 View chart
Allete Com New (ALE) 0.0 $430k 7.0k 61.16
 View chart
Microchip Technology (MCHP) 0.0 $429k 4.8k 90.18
 View chart
Chubb (CB) 0.0 $423k 1.9k 226.03
 View chart
Altria (MO) 0.0 $410k +28% 10k 40.34
 View chart
Linde SHS (LIN) 0.0 $405k +49% 985.00 410.79
 View chart
Yum! Brands (YUM) 0.0 $404k +8% 3.1k 130.67
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $399k -51% 1.8k 218.18
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $396k 1.5k 262.27
 View chart
Becton, Dickinson and (BDX) 0.0 $394k +18% 1.6k 243.88
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $391k 3.8k 103.07
 View chart
Astrazeneca Sponsored Adr (AZN) 0.0 $383k 5.7k 67.35
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $380k 3.6k 104.92
 View chart
Marinus Pharmaceuticals Com New (MRNS) 0.0 $373k 34k 10.87
 View chart
International Paper Company (IP) 0.0 $363k 10k 36.15
 View chart
AutoZone (AZO) 0.0 $363k 140.00 2592.80
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $361k 5.7k 63.33
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.0 $353k +45% 6.6k 53.82
 View chart
Cigna Corp (CI) 0.0 $351k 1.2k 299.36
 View chart
Amicus Therapeutics (FOLD) 0.0 $346k 24k 14.19
 View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.0 $340k +2% 27k 12.50
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $338k 4.4k 77.33
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $334k -48% 4.4k 76.38
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $333k +7% 3.2k 104.47
 View chart
FirstEnergy (FE) 0.0 $330k 9.0k 36.66
 View chart
Canadian Natl Ry (CNI) 0.0 $330k 2.6k 125.64
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $327k -12% 7.0k 46.63
 View chart
Cheniere Energy Com New (LNG) 0.0 $316k 1.9k 170.69
 View chart
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $311k 6.8k 46.07
 View chart
Ingersoll Rand (IR) 0.0 $290k -7% 3.8k 77.35
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $289k 1.6k 175.22
 View chart
Iovance Biotherapeutics (IOVA) 0.0 $285k +136% 35k 8.13
 View chart
Enterprise Products Partners (EPD) 0.0 $270k NEW 10k 26.35
 View chart
Dell Technologies CL C (DELL) 0.0 $270k 3.5k 76.50
 View chart
Old Dominion Freight Line (ODFL) 0.0 $270k NEW 666.00 405.13
 View chart
McKesson Corporation (MCK) 0.0 $270k 582.00 463.10
 View chart
Fortune Brands (FBIN) 0.0 $268k 3.5k 76.14
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.0 $267k -4% 2.1k 126.58
 View chart
M&T Bank Corporation (MTB) 0.0 $267k 1.9k 137.09
 View chart
CSX Corporation (CSX) 0.0 $264k NEW 7.6k 34.67
 View chart
L3harris Technologies (LHX) 0.0 $254k 1.2k 210.56
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $254k NEW 2.3k 108.41
 View chart
Ecb Bancorp (ECBK) 0.0 $251k +28% 20k 12.56
 View chart
Phillips 66 (PSX) 0.0 $251k NEW 1.9k 133.14
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $250k +9% 2.1k 116.26
 View chart
Northrop Grumman Corporation (NOC) 0.0 $249k 533.00 467.72
 View chart
Hologic (HOLX) 0.0 $248k 3.5k 71.45
 View chart
General Dynamics Corporation (GD) 0.0 $246k NEW 949.00 259.57
 View chart
AmerisourceBergen (COR) 0.0 $246k 1.2k 205.44
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $246k NEW 3.2k 76.12
 View chart
Hanover Insurance (THG) 0.0 $245k 2.0k 121.41
 View chart
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $239k 6.8k 34.95
 View chart
S&p Global (SPGI) 0.0 $238k NEW 541.00 440.25
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $238k -6% 4.2k 56.13
 View chart
Clough Global Opportunities Sh Ben Int (GLO) 0.0 $237k +2% 50k 4.70
 View chart
Public Storage (PSA) 0.0 $236k 774.00 305.05
 View chart
Micron Technology (MU) 0.0 $234k NEW 2.7k 85.33
 View chart
Dorian Lpg Shs Usd (LPG) 0.0 $232k NEW 5.3k 43.87
 View chart
Lennar Corp Cl A (LEN) 0.0 $230k NEW 1.5k 149.05
 View chart
Kinder Morgan (KMI) 0.0 $229k +2% 13k 17.64
 View chart
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $226k -30% 1.9k 117.70
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $224k -13% 2.1k 105.21
 View chart
salesforce (CRM) 0.0 $221k NEW 839.00 263.23
 View chart
Ciena Corp Com New (CIEN) 0.0 $220k -20% 4.9k 45.01
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $217k NEW 2.9k 75.11
 View chart
Dupont De Nemours (DD) 0.0 $217k -3% 2.8k 76.92
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $214k -7% 1.0k 213.30
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $213k NEW 2.6k 82.95
 View chart
Ishares Tr Expanded Tech (IGV) 0.0 $213k NEW 525.00 405.64
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $207k NEW 509.00 407.19
 View chart
American Tower Reit (AMT) 0.0 $207k NEW 959.00 215.79
 View chart
Adma Biologics (ADMA) 0.0 $205k 45k 4.52
 View chart
PPG Industries (PPG) 0.0 $204k NEW 1.4k 149.53
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $201k -21% 2.4k 82.05
 View chart
Innoviva (INVA) 0.0 $194k -2% 12k 16.04
 View chart
Gladstone Capital Corporation (GLAD) 0.0 $173k 16k 10.70
 View chart
Golub Capital BDC (GBDC) 0.0 $173k +2% 11k 15.10
 View chart
PennantPark Investment (PNNT) 0.0 $169k NEW 24k 6.91
 View chart
Tcg Bdc (CGBD) 0.0 $167k -3% 11k 14.96
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $166k -2% 13k 12.72
 View chart
Blackrock Tcp Cap Corp (TCPC) 0.0 $165k NEW 14k 11.54
 View chart
Valley National Ban (VLY) 0.0 $158k 15k 10.86
 View chart
Trinity Cap (TRIN) 0.0 $157k NEW 11k 14.53
 View chart
Cornerstone Total Rtrn Fd In (CRF) 0.0 $151k +4% 21k 7.06
 View chart
New York Community Ban (NYCB) 0.0 $140k 14k 10.23
 View chart
Cornerstone Strategic Value (CLM) 0.0 $139k +5% 19k 7.19
 View chart
Viatris (VTRS) 0.0 $110k NEW 10k 10.83
 View chart
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $103k 319k 0.32
 View chart
Textron (TXT) 0.0 $97k 71k 1.37
 View chart
Heron Therapeutics (HRTX) 0.0 $81k -2% 48k 1.70
 View chart
Rekor Systems (REKR) 0.0 $55k +65% 17k 3.33
 View chart
Immunitybio (IBRX) 0.0 $50k 10k 5.02
 View chart
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $44k NEW 40k 1.09
 View chart
Mersana Therapeutics (MRSN) 0.0 $36k -2% 16k 2.32
 View chart
Fubotv (FUBO) 0.0 $32k 10k 3.18
 View chart
Vor Biopharma (VOR) 0.0 $31k -2% 14k 2.25
 View chart
Ribbon Communication (RBBN) 0.0 $29k 10k 2.90
 View chart
Ispecimen (ISPC) 0.0 $15k -45% 31k 0.50
 View chart
Regulus Therapeutics (RGLS) 0.0 $13k 10k 1.28
 View chart
X4 Pharmaceuticals (XFOR) 0.0 $13k 15k 0.84
 View chart
Outlook Therapeutics Com New (OTLK) 0.0 $3.9k 10k 0.39
 View chart

Past Filings by Grimes & Company

SEC 13F filings are viewable for Grimes & Company going back to 2011

View all past filings