Grimes & Company
Latest statistics and disclosures from GRIMES & Co WEALTH MANAGEMENT's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, VB, IEMG, SJNK, IVV, and represent 31.31% of GRIMES & Co WEALTH MANAGEMENT's stock portfolio.
- Added to shares of these 10 stocks: XLB (+$21M), XLC (+$12M), RSP (+$11M), VB (+$8.2M), TROW (+$5.2M), KMB (+$5.2M), ABT, MKC, JIRE, CRM.
- Started 20 new stock positions in AGX, CIEN, AVY, GM, CFG, VSNT, TGTX, MAR, RING, VIK. CMI, PNC, IAU, CME, AZN, XLB, EME, HLT, EQIX, OXY.
- Reduced shares in these 10 stocks: USHY (-$169M), SPHY (-$168M), HYMB (-$52M), JMST (-$52M), XLK (-$49M), XLY (-$21M), XLE (-$21M), XLF (-$15M), XLV (-$13M), IVV (-$8.9M).
- Sold out of its positions in A, APP, AstraZeneca, ADSK, COF, CSWC, CTAS, NET, DEO, DOCU.
- GRIMES & Co WEALTH MANAGEMENT was a net seller of stock by $-517M.
- GRIMES & Co WEALTH MANAGEMENT has $3.6B in assets under management (AUM), dropping by -13.74%.
- Central Index Key (CIK): 0001321993
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Portfolio Holdings for GRIMES & Co WEALTH MANAGEMENT
GRIMES & Co WEALTH MANAGEMENT holds 433 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 9.0 | $324M | 3.6M | 90.53 |
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| Vanguard Index Fds Small Cp Etf (VB) | 8.3 | $299M | +2% | 1.1M | 261.92 |
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| Ishares Core Msci Emkt (IEMG) | 4.9 | $176M | 2.5M | 69.75 |
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| Spdr Series Trust State Street Spd (SJNK) | 4.8 | $172M | 6.9M | 24.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $159M | -5% | 243k | 653.21 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 3.4 | $122M | 1.6M | 78.27 |
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| Apple (AAPL) | 3.0 | $108M | 425k | 253.78 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.7 | $96M | -33% | 723k | 132.90 |
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| Select Sector Spdr Tr State Street Com (XLC) | 2.0 | $71M | +19% | 641k | 110.88 |
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| Microsoft Corporation (MSFT) | 1.8 | $65M | 174k | 370.28 |
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| NVIDIA Corporation (NVDA) | 1.7 | $60M | +4% | 342k | 174.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.4 | $52M | 119k | 436.79 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $48M | +31% | 248k | 191.92 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.3 | $46M | -21% | 312k | 146.61 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.2 | $45M | -7% | 133k | 337.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $38M | -11% | 133k | 287.56 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.0 | $36M | 762k | 47.53 |
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| Amazon (AMZN) | 1.0 | $36M | +6% | 171k | 208.27 |
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| American Centy Etf Tr Avantis Us Larg (AVLC) | 1.0 | $34M | +13% | 444k | 77.55 |
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| Johnson & Johnson (JNJ) | 0.8 | $29M | +4% | 120k | 244.44 |
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| Amgen (AMGN) | 0.8 | $28M | 81k | 351.85 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $28M | -3% | 94k | 294.16 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.8 | $27M | +18% | 331k | 81.98 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.7 | $26M | +17% | 163k | 161.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $25M | 88k | 286.86 |
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| Meta Platforms Cl A (META) | 0.7 | $25M | 43k | 572.13 |
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| Abbvie (ABBV) | 0.7 | $24M | 110k | 217.49 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.7 | $24M | -46% | 389k | 61.26 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.6 | $23M | +22% | 308k | 75.74 |
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| Etf Ser Solutions Lha Risk Manage (RMIF) | 0.6 | $23M | -4% | 935k | 24.21 |
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| Bristol Myers Squibb (BMY) | 0.6 | $23M | +6% | 371k | 60.65 |
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| Pfizer (PFE) | 0.6 | $22M | 795k | 28.08 |
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| Regions Financial Corporation (RF) | 0.6 | $22M | 837k | 26.12 |
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| Applied Materials (AMAT) | 0.6 | $22M | +3% | 63k | 341.79 |
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| Eaton Corp SHS (ETN) | 0.6 | $21M | 59k | 357.67 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.6 | $21M | NEW | 417k | 49.97 |
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| Gilead Sciences (GILD) | 0.6 | $21M | 149k | 139.37 |
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| Broadcom (AVGO) | 0.6 | $21M | -16% | 66k | 309.56 |
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| Qualcomm (QCOM) | 0.6 | $20M | 159k | 128.78 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $20M | +8% | 597k | 33.86 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $20M | +4% | 117k | 169.66 |
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| EOG Resources (EOG) | 0.5 | $20M | 135k | 144.57 |
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| Cisco Systems (CSCO) | 0.5 | $18M | -2% | 236k | 77.59 |
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| Advanced Micro Devices (AMD) | 0.5 | $18M | -2% | 89k | 203.43 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $18M | -6% | 178k | 100.66 |
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| Hewlett Packard Enterprise (HPE) | 0.5 | $17M | 714k | 23.81 |
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| Visa Com Cl A (V) | 0.4 | $16M | 52k | 302.24 |
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| T. Rowe Price (TROW) | 0.4 | $16M | +50% | 174k | 90.14 |
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| Medtronic SHS (MDT) | 0.4 | $15M | 178k | 86.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $15M | 124k | 124.31 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $15M | 153k | 99.27 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $15M | -3% | 11k | 1320.83 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $15M | -51% | 293k | 49.37 |
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| Chevron Corporation (CVX) | 0.4 | $14M | 69k | 206.90 |
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| salesforce (CRM) | 0.4 | $14M | +44% | 75k | 186.67 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $14M | 21k | 650.34 |
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| Bank of America Corporation (BAC) | 0.4 | $14M | 279k | 48.75 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $13M | +65% | 136k | 96.47 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $13M | +10% | 66k | 198.29 |
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| Verizon Communications (VZ) | 0.4 | $13M | 261k | 50.20 |
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| Incyte Corporation (INCY) | 0.4 | $13M | -3% | 136k | 94.12 |
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| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.3 | $12M | -2% | 84k | 147.47 |
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| Abbott Laboratories (ABT) | 0.3 | $12M | +64% | 120k | 102.67 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $12M | 180k | 67.53 |
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| American Express Company (AXP) | 0.3 | $12M | +2% | 39k | 302.48 |
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| Kla Corp Com New (KLAC) | 0.3 | $12M | +6% | 8.1k | 1472.37 |
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| SLB Com Stk (SLB) | 0.3 | $12M | 226k | 51.39 |
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| Hershey Company (HSY) | 0.3 | $12M | 56k | 207.89 |
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| Pepsi (PEP) | 0.3 | $11M | 73k | 156.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $11M | +5% | 24k | 479.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $11M | 44k | 248.00 |
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| Textron (TXT) | 0.3 | $11M | 125k | 87.56 |
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| Walt Disney Company (DIS) | 0.3 | $11M | +36% | 113k | 96.38 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.3 | $10M | 224k | 45.65 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $10M | 17k | 604.39 |
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| GSK Sponsored Adr (GSK) | 0.3 | $10M | 182k | 55.19 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $10M | -20% | 391k | 25.64 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $9.6M | 99k | 97.13 |
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| Micron Technology (MU) | 0.3 | $9.2M | -31% | 27k | 337.84 |
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| Paychex (PAYX) | 0.3 | $9.2M | +3% | 100k | 92.12 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $9.1M | -69% | 84k | 108.98 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $8.8M | 45k | 192.96 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $8.4M | +25% | 34k | 243.08 |
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| Intuit (INTU) | 0.2 | $8.2M | -8% | 19k | 432.38 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $8.1M | 102k | 79.56 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $7.8M | -2% | 38k | 208.05 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $7.7M | +134% | 152k | 50.44 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $7.6M | 124k | 61.35 |
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| Eli Lilly & Co. (LLY) | 0.2 | $7.4M | +20% | 8.0k | 919.80 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $7.1M | -4% | 285k | 24.75 |
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| Generac Holdings (GNRC) | 0.2 | $7.0M | 36k | 195.33 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $7.0M | +76% | 243k | 28.71 |
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| Xylem (XYL) | 0.2 | $7.0M | -2% | 58k | 119.50 |
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| Zions Bancorporation (ZION) | 0.2 | $7.0M | 121k | 57.62 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $6.9M | 12k | 597.56 |
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| Clorox Company (CLX) | 0.2 | $6.6M | +62% | 64k | 103.63 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $6.6M | -2% | 13k | 491.53 |
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| Ametek (AME) | 0.2 | $6.6M | 31k | 214.36 |
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| Biogen Idec (BIIB) | 0.2 | $6.4M | +2% | 35k | 183.33 |
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| McDonald's Corporation (MCD) | 0.2 | $6.2M | +22% | 20k | 310.80 |
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| Wal-Mart Stores (WMT) | 0.2 | $6.1M | +28% | 49k | 124.28 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $5.9M | -3% | 91k | 64.08 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $5.9M | 12k | 474.56 |
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| Align Technology (ALGN) | 0.2 | $5.8M | +33% | 34k | 171.43 |
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| Nike CL B (NKE) | 0.2 | $5.7M | 108k | 52.82 |
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| Ge Aerospace Com New (GE) | 0.2 | $5.6M | +3% | 20k | 283.77 |
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| International Business Machines (IBM) | 0.2 | $5.5M | +3% | 23k | 242.39 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $5.2M | 78k | 67.12 |
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| Paypal Holdings (PYPL) | 0.1 | $5.2M | 115k | 45.23 |
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| Constellation Brands Cl A (STZ) | 0.1 | $5.2M | +61% | 35k | 150.00 |
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| Procter & Gamble Company (PG) | 0.1 | $5.1M | 35k | 144.44 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.0M | +2% | 9.9k | 499.66 |
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| Packaging Corporation of America (PKG) | 0.1 | $4.9M | +3% | 23k | 212.22 |
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| Merck & Co (MRK) | 0.1 | $4.8M | +52% | 40k | 120.29 |
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| Tesla Motors (TSLA) | 0.1 | $4.7M | +5% | 13k | 371.77 |
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| Ge Vernova (GEV) | 0.1 | $4.7M | +4% | 5.4k | 872.83 |
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| TJX Companies (TJX) | 0.1 | $4.5M | +43% | 28k | 159.70 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $4.4M | -15% | 37k | 118.63 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $4.3M | 22k | 194.13 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $4.3M | -7% | 14k | 302.26 |
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| Us Bancorp Com New (USB) | 0.1 | $4.2M | +9% | 81k | 52.01 |
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| Costco Wholesale Corporation (COST) | 0.1 | $4.2M | +6% | 4.2k | 996.43 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $4.1M | +8% | 8.8k | 463.18 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $4.0M | -3% | 13k | 312.22 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $3.9M | +53% | 18k | 213.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.9M | +4% | 6.8k | 577.20 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $3.9M | +5% | 105k | 36.75 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $3.9M | -9% | 29k | 132.10 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $3.8M | -4% | 41k | 93.26 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $3.8M | -3% | 50k | 76.54 |
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| Coca-Cola Company (KO) | 0.1 | $3.8M | +120% | 50k | 76.05 |
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| Home Depot (HD) | 0.1 | $3.8M | +8% | 11k | 328.90 |
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| Caterpillar (CAT) | 0.1 | $3.7M | +5% | 5.2k | 708.51 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $3.7M | -2% | 58k | 63.94 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.6M | 67k | 54.05 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $3.6M | 76k | 46.91 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $3.6M | -3% | 174k | 20.41 |
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| Zoom Communications Cl A (ZM) | 0.1 | $3.5M | -11% | 44k | 80.39 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $3.4M | 71k | 48.32 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.4M | 23k | 148.10 |
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| Workday Cl A (WDAY) | 0.1 | $3.4M | +14% | 26k | 129.92 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $3.3M | +82% | 34k | 98.38 |
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| Ishares Tr Us Trsprtion (IYT) | 0.1 | $3.2M | -2% | 43k | 74.60 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.2M | -2% | 45k | 70.18 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.1M | 55k | 56.79 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.1M | 7.3k | 426.42 |
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| Goldman Sachs (GS) | 0.1 | $3.1M | 3.7k | 845.96 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.1 | $3.0M | -3% | 24k | 124.90 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.0M | -3% | 37k | 79.61 |
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| 3M Company (MMM) | 0.1 | $2.9M | +2% | 20k | 145.23 |
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| Lululemon Athletica (LULU) | 0.1 | $2.9M | 19k | 153.10 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $2.8M | -5% | 54k | 51.93 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $2.8M | 30k | 93.31 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $2.8M | 42k | 66.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.8M | 8.6k | 320.79 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $2.8M | +8% | 21k | 130.95 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.7M | 7.0k | 390.42 |
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| Danaher Corporation (DHR) | 0.1 | $2.6M | +3% | 14k | 189.60 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.6M | 12k | 215.07 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.6M | -4% | 58k | 44.80 |
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| Illinois Tool Works (ITW) | 0.1 | $2.6M | 9.9k | 260.28 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.5M | -13% | 15k | 168.85 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.5M | 12k | 213.67 |
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| Welltower Inc Com reit (WELL) | 0.1 | $2.5M | +8% | 13k | 197.72 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.5M | -8% | 13k | 189.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.5M | +6% | 5.8k | 430.30 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.5M | -7% | 26k | 95.62 |
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| ConocoPhillips (COP) | 0.1 | $2.5M | +33% | 19k | 132.00 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.4M | -6% | 74k | 32.95 |
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| IDEXX Laboratories (IDXX) | 0.1 | $2.4M | 4.3k | 561.93 |
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| Deere & Company (DE) | 0.1 | $2.4M | +7% | 4.3k | 563.36 |
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| Gra (GGG) | 0.1 | $2.4M | -7% | 28k | 84.65 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.4M | +10% | 26k | 92.31 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.3M | -17% | 11k | 216.58 |
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| Intel Corporation (INTC) | 0.1 | $2.3M | 52k | 44.13 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $2.2M | -8% | 47k | 47.02 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.1M | -9% | 12k | 186.05 |
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| UnitedHealth (UNH) | 0.1 | $2.1M | +8% | 7.8k | 270.60 |
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| Stryker Corporation (SYK) | 0.1 | $2.0M | -3% | 6.1k | 328.60 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.0M | +84% | 5.1k | 391.76 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.0M | +3% | 8.2k | 242.62 |
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| Oracle Corporation (ORCL) | 0.1 | $2.0M | -2% | 13k | 147.11 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.0M | -3% | 27k | 73.64 |
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| Spdr Series Trust State Street Spd (XSD) | 0.1 | $1.9M | -4% | 6.0k | 326.11 |
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| Philip Morris International (PM) | 0.1 | $1.9M | +4% | 12k | 165.34 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.9M | +304% | 12k | 164.57 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | 9.7k | 196.19 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $1.9M | -81% | 5.3k | 359.01 |
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| Nextera Energy (NEE) | 0.0 | $1.7M | +2% | 19k | 92.88 |
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| Monster Beverage Corp (MNST) | 0.0 | $1.7M | +9% | 24k | 72.46 |
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| Netflix (NFLX) | 0.0 | $1.6M | -24% | 17k | 96.17 |
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| Expeditors International of Washington (EXPD) | 0.0 | $1.6M | 11k | 143.23 |
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| Corteva (CTVA) | 0.0 | $1.6M | +6% | 19k | 83.71 |
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| At&t (T) | 0.0 | $1.6M | +2% | 54k | 28.99 |
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| Cardinal Health (CAH) | 0.0 | $1.6M | +9% | 7.4k | 211.30 |
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| Phillips 66 (PSX) | 0.0 | $1.6M | 8.5k | 182.20 |
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| Howmet Aerospace (HWM) | 0.0 | $1.5M | -38% | 6.7k | 230.47 |
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| Boeing Company (BA) | 0.0 | $1.5M | +6% | 7.7k | 199.02 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $1.5M | 8.8k | 173.45 |
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| Lowe's Companies (LOW) | 0.0 | $1.5M | 6.4k | 236.28 |
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| Citizens Financial (CFG) | 0.0 | $1.5M | NEW | 25k | 59.97 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.5M | 52k | 29.08 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $1.5M | +69% | 1.7k | 895.50 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.5M | +6% | 12k | 126.35 |
|
| Republic Services (RSG) | 0.0 | $1.4M | +12% | 6.6k | 219.01 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.4M | 2.00 | 718140.00 |
|
|
| Lear Corp Com New (LEA) | 0.0 | $1.4M | 12k | 121.08 |
|
|
| Spdr Series Trust State Street Spd (KCE) | 0.0 | $1.4M | -79% | 10k | 137.60 |
|
| General Motors Company (GM) | 0.0 | $1.4M | NEW | 19k | 74.50 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.4M | 9.3k | 151.42 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $1.4M | NEW | 7.9k | 172.68 |
|
| Citigroup Com New (C) | 0.0 | $1.3M | +11% | 12k | 113.41 |
|
| Quanta Services (PWR) | 0.0 | $1.3M | +10% | 2.4k | 549.04 |
|
| Emerson Electric (EMR) | 0.0 | $1.3M | 10k | 131.02 |
|
|
| Murphy Usa (MUSA) | 0.0 | $1.3M | 2.6k | 493.97 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.3M | -53% | 1.9k | 697.88 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $1.3M | 9.7k | 131.02 |
|
|
| Southern Company (SO) | 0.0 | $1.3M | 13k | 96.52 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $1.3M | -8% | 6.1k | 206.70 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.3M | -8% | 28k | 45.47 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.2M | -37% | 8.5k | 146.28 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.2M | 5.1k | 244.16 |
|
|
| Entergy Corporation (ETR) | 0.0 | $1.2M | +15% | 11k | 112.36 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $1.2M | 31k | 40.14 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.2M | +73% | 31k | 38.42 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.1M | 15k | 77.11 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $1.1M | 4.5k | 247.06 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $1.1M | 21k | 52.76 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.1M | -3% | 3.8k | 287.14 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.1M | 13k | 85.23 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $1.1M | 2.6k | 416.75 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.1M | 43k | 25.10 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $1.0M | -4% | 12k | 89.59 |
|
| Paccar (PCAR) | 0.0 | $1.0M | -2% | 9.0k | 115.50 |
|
| Williams Companies (WMB) | 0.0 | $1.0M | +14% | 14k | 72.78 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $1.0M | +52% | 20k | 52.19 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.0M | 4.7k | 217.27 |
|
|
| Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) | 0.0 | $1.0M | -83% | 27k | 37.40 |
|
| Lincoln National Corporation (LNC) | 0.0 | $1.0M | +38% | 28k | 35.50 |
|
| Robert Half International (RHI) | 0.0 | $981k | -3% | 39k | 25.40 |
|
| Manulife Finl Corp (MFC) | 0.0 | $979k | -12% | 28k | 34.44 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $974k | -20% | 3.8k | 259.56 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $973k | +17% | 32k | 30.68 |
|
| Hudson Technologies (HDSN) | 0.0 | $933k | +285% | 159k | 5.88 |
|
| Target Corporation (TGT) | 0.0 | $895k | 7.4k | 121.20 |
|
|
| Uranium Energy (UEC) | 0.0 | $894k | -20% | 66k | 13.50 |
|
| Altria (MO) | 0.0 | $871k | +2% | 13k | 65.99 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $862k | 2.3k | 367.50 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $843k | 5.8k | 145.93 |
|
|
| Trustmark Corporation (TRMK) | 0.0 | $833k | -5% | 20k | 42.14 |
|
| Topbuild (BLD) | 0.0 | $807k | +12% | 2.3k | 351.25 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $784k | +46% | 11k | 68.47 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $773k | -99% | 21k | 36.86 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $769k | 7.9k | 97.23 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $769k | -38% | 7.1k | 108.57 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $764k | NEW | 10k | 73.48 |
|
| Shell Spon Ads (SHEL) | 0.0 | $763k | -3% | 8.2k | 92.93 |
|
| SYSCO Corporation (SYY) | 0.0 | $756k | 11k | 71.33 |
|
|
| Blackrock (BLK) | 0.0 | $751k | -12% | 781.00 | 961.97 |
|
| Travelers Companies (TRV) | 0.0 | $747k | 2.6k | 291.82 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $744k | -5% | 2.5k | 298.84 |
|
| AFLAC Incorporated (AFL) | 0.0 | $743k | 6.8k | 109.71 |
|
|
| Chubb (CB) | 0.0 | $743k | +2% | 2.3k | 325.92 |
|
| Air Products & Chemicals (APD) | 0.0 | $741k | 2.5k | 290.51 |
|
|
| Ecolab (ECL) | 0.0 | $739k | +48% | 2.8k | 266.05 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $731k | 2.3k | 318.02 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $727k | +2% | 4.8k | 152.73 |
|
| Ameriprise Financial (AMP) | 0.0 | $707k | +3% | 1.6k | 444.33 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $707k | 13k | 56.58 |
|
|
| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $693k | -98% | 28k | 24.80 |
|
| Dominion Resources (D) | 0.0 | $687k | 11k | 61.83 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $675k | 3.3k | 203.16 |
|
|
| Rockwell Automation (ROK) | 0.0 | $673k | 1.9k | 358.92 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $657k | 12k | 56.31 |
|
|
| Corning Incorporated (GLW) | 0.0 | $656k | +3% | 4.8k | 135.97 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $647k | -8% | 2.0k | 328.68 |
|
| Expedia Group Com New (EXPE) | 0.0 | $639k | -4% | 2.8k | 230.80 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $633k | 21k | 30.96 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $633k | 2.2k | 283.81 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $622k | -11% | 4.9k | 127.72 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $621k | 9.6k | 64.77 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $621k | 4.3k | 142.84 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $618k | 1.0k | 616.46 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $613k | -18% | 3.4k | 181.42 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $612k | -99% | 26k | 23.32 |
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $608k | -10% | 6.4k | 94.37 |
|
| McKesson Corporation (MCK) | 0.0 | $597k | -8% | 689.00 | 865.85 |
|
| BP Sponsored Adr (BP) | 0.0 | $575k | 12k | 48.20 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $563k | -6% | 15k | 37.84 |
|
| Astrazeneca Ord (AZN) | 0.0 | $558k | NEW | 2.8k | 197.23 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $557k | +8% | 3.9k | 142.44 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $555k | 5.2k | 106.50 |
|
|
| Linde SHS (LIN) | 0.0 | $554k | +4% | 1.1k | 497.39 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $550k | 12k | 45.62 |
|
|
| Consolidated Edison (ED) | 0.0 | $549k | 4.9k | 113.15 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $543k | -71% | 8.7k | 62.76 |
|
| Agnico (AEM) | 0.0 | $527k | 2.6k | 202.96 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $527k | -62% | 7.3k | 71.82 |
|
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.0 | $521k | 8.7k | 59.70 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $521k | 764.00 | 682.00 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $502k | NEW | 1.7k | 304.07 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $501k | 3.9k | 128.11 |
|
|
| Vaneck Etf Trust Fabless Semicond (SMHX) | 0.0 | $501k | 14k | 37.22 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $499k | -9% | 2.7k | 184.73 |
|
| Yum! Brands (YUM) | 0.0 | $498k | 3.2k | 155.46 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $472k | 1.2k | 383.28 |
|
|
| Constellation Energy (CEG) | 0.0 | $455k | -69% | 1.6k | 279.32 |
|
| L3harris Technologies (LHX) | 0.0 | $452k | 1.3k | 345.09 |
|
|
| Kinder Morgan (KMI) | 0.0 | $451k | 13k | 33.53 |
|
|
| Spdr Series Trust State Street Spd (KRE) | 0.0 | $441k | 6.8k | 65.15 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $438k | +8% | 4.1k | 108.24 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $438k | 8.3k | 53.12 |
|
|
| AmerisourceBergen (COR) | 0.0 | $433k | +2% | 1.4k | 314.20 |
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.0 | $426k | +3% | 8.5k | 50.05 |
|
| Fiserv (FISV) | 0.0 | $424k | -4% | 7.6k | 55.80 |
|
| MetLife (MET) | 0.0 | $423k | +2% | 6.0k | 70.72 |
|
| F5 Networks (FFIV) | 0.0 | $421k | -9% | 1.5k | 289.33 |
|
| Dell Technologies CL C (DELL) | 0.0 | $420k | 2.6k | 164.12 |
|
|
| Eastern Bankshares (EBC) | 0.0 | $417k | -18% | 21k | 19.56 |
|
| Immunitybio (IBRX) | 0.0 | $409k | -8% | 53k | 7.67 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $409k | +7% | 2.1k | 191.80 |
|
| FedEx Corporation (FDX) | 0.0 | $406k | 1.1k | 356.25 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $403k | -99% | 7.9k | 50.98 |
|
| ESCO Technologies (ESE) | 0.0 | $399k | +3% | 1.4k | 281.41 |
|
| AutoZone (AZO) | 0.0 | $397k | 117.00 | 3392.33 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $395k | -79% | 4.6k | 86.69 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $389k | -5% | 14k | 27.85 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $381k | 4.9k | 77.07 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $375k | 3.5k | 106.14 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $372k | 3.1k | 118.45 |
|
|
| Hanover Insurance (THG) | 0.0 | $368k | 2.1k | 173.31 |
|
|
| Microchip Technology (MCHP) | 0.0 | $363k | 5.6k | 64.61 |
|
|
| The Beauty Health Company Com Cl A (SKIN) | 0.0 | $362k | 407k | 0.89 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $362k | 3.2k | 113.11 |
|
|
| BioCryst Pharmaceuticals (BCRX) | 0.0 | $361k | 38k | 9.52 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $361k | 1.4k | 248.91 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $360k | 2.8k | 131.00 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $355k | -2% | 1.0k | 343.22 |
|
| Cigna Corp (CI) | 0.0 | $354k | 1.3k | 266.78 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $343k | +7% | 12k | 29.13 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $338k | -18% | 8.1k | 41.85 |
|
| Ecb Bancorp (ECBK) | 0.0 | $335k | 20k | 16.73 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $333k | 4.3k | 77.17 |
|
|
| International Paper Company (IP) | 0.0 | $330k | -2% | 9.3k | 35.70 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $318k | 5.8k | 54.55 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $315k | -5% | 1.8k | 179.81 |
|
| FirstEnergy (FE) | 0.0 | $312k | 6.2k | 50.68 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $312k | 3.0k | 102.78 |
|
|
| Equinox Gold Corp equities (EQX) | 0.0 | $309k | 21k | 14.46 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $308k | 3.9k | 79.28 |
|
|
| Amicus Therapeutics (FOLD) | 0.0 | $304k | -13% | 21k | 14.46 |
|
| Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) | 0.0 | $303k | 10k | 29.43 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $302k | 27k | 11.28 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $301k | -3% | 5.7k | 52.56 |
|
| WESCO International (WCC) | 0.0 | $301k | 1.1k | 273.66 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $300k | +22% | 1.9k | 160.27 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $299k | 5.4k | 55.24 |
|
|
| Oneok (OKE) | 0.0 | $299k | 3.3k | 90.40 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $298k | 4.2k | 71.18 |
|
|
| Eversource Energy (ES) | 0.0 | $295k | -8% | 4.3k | 69.29 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $294k | 12k | 25.03 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $289k | 648.00 | 446.43 |
|
|
| Sun Life Financial (SLF) | 0.0 | $285k | +10% | 4.6k | 62.57 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $285k | +3% | 1.5k | 195.37 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $284k | 2.6k | 109.71 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $281k | 2.6k | 107.63 |
|
|
| Argan (AGX) | 0.0 | $274k | NEW | 504.00 | 544.18 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $273k | 4.6k | 58.78 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $272k | 500.00 | 543.87 |
|
|
| Exelon Corporation (EXC) | 0.0 | $271k | +4% | 5.5k | 49.02 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $268k | 3.8k | 69.71 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $267k | 748.00 | 356.73 |
|
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $266k | 190k | 1.40 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $265k | 4.5k | 59.03 |
|
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $262k | 3.3k | 79.34 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $261k | 760.00 | 343.99 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.0 | $260k | 2.2k | 117.18 |
|
|
| American Electric Power Company (AEP) | 0.0 | $260k | +8% | 2.0k | 131.10 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $259k | -27% | 7.7k | 33.52 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $257k | 3.5k | 74.34 |
|
|
| Hologic | 0.0 | $256k | +5% | 3.4k | 75.59 |
|
| S&p Global (SPGI) | 0.0 | $254k | -2% | 597.00 | 425.77 |
|
| Waste Management (WM) | 0.0 | $251k | +3% | 1.1k | 229.68 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $251k | -9% | 4.0k | 62.70 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $250k | 1.7k | 145.72 |
|
|
| Analog Devices (ADI) | 0.0 | $249k | 782.00 | 318.12 |
|
|
| Enbridge (ENB) | 0.0 | $249k | 4.6k | 54.14 |
|
|
| Realty Income (O) | 0.0 | $243k | +3% | 4.0k | 61.18 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $243k | NEW | 3.7k | 65.00 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $242k | 13k | 19.30 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $241k | NEW | 2.7k | 88.16 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $239k | 3.2k | 75.10 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $237k | 2.7k | 87.84 |
|
|
| Hca Holdings (HCA) | 0.0 | $232k | 489.00 | 473.44 |
|
|
| Innoviva (INVA) | 0.0 | $230k | -14% | 9.9k | 23.30 |
|
| Emcor (EME) | 0.0 | $226k | NEW | 306.00 | 737.33 |
|
| American Tower Reit (AMT) | 0.0 | $220k | +6% | 1.3k | 172.59 |
|
| Axsome Therapeutics (AXSM) | 0.0 | $217k | -11% | 1.3k | 169.02 |
|
| Equinix (EQIX) | 0.0 | $217k | NEW | 222.00 | 978.27 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $217k | NEW | 558.00 | 388.23 |
|
| Cummins (CMI) | 0.0 | $215k | NEW | 400.00 | 537.41 |
|
| Electronic Arts (EA) | 0.0 | $213k | 1.0k | 203.95 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $212k | -86% | 777.00 | 272.44 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $211k | 5.2k | 40.46 |
|
|
| Spdr Series Trust State Street Spd (KBE) | 0.0 | $210k | 3.5k | 59.54 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $210k | -6% | 1.3k | 157.23 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $209k | 5.0k | 41.67 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $208k | 2.0k | 105.76 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $207k | 2.8k | 75.25 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $206k | NEW | 630.00 | 327.20 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $206k | NEW | 5.6k | 37.02 |
|
| PNC Financial Services (PNC) | 0.0 | $206k | NEW | 990.00 | 208.07 |
|
| Cme (CME) | 0.0 | $205k | NEW | 681.00 | 300.36 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $203k | NEW | 2.6k | 78.98 |
|
| Tg Therapeutics (TGTX) | 0.0 | $203k | NEW | 6.1k | 33.22 |
|
| Booking Holdings (BKNG) | 0.0 | $202k | -77% | 48.00 | 4210.33 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $202k | 6.7k | 29.99 |
|
|
| Pimco Municipal Income Fund II (PML) | 0.0 | $175k | +25% | 23k | 7.57 |
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $170k | +23% | 17k | 9.77 |
|
| Ford Motor Company (F) | 0.0 | $158k | +2% | 14k | 11.54 |
|
| Uranium Royalty Corp (UROY) | 0.0 | $110k | 30k | 3.65 |
|
|
| Adma Biologics (ADMA) | 0.0 | $106k | -12% | 12k | 9.01 |
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $99k | -3% | 28k | 3.51 |
|
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $91k | 26k | 3.51 |
|
|
| Binah Cap Group (BCG) | 0.0 | $67k | 34k | 2.01 |
|
|
| Digimarc Corporation (DMRC) | 0.0 | $65k | 13k | 4.91 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $64k | +3% | 13k | 5.10 |
|
| Beeline Holdings Com New (BLNE) | 0.0 | $43k | 18k | 2.35 |
|
|
| Rocket Pharmaceuticals (RCKT) | 0.0 | $41k | -8% | 12k | 3.58 |
|
| Ribbon Communication (RBBN) | 0.0 | $21k | 10k | 2.12 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $0 | -26% | 28k | 0.00 |
|
| CSX Corporation (CSX) | 0.0 | $0 | +4% | 9.8k | 0.00 |
|
| Honeywell International (HON) | 0.0 | $0 | 7.9k | 0.00 |
|
Past Filings by GRIMES & Co WEALTH MANAGEMENT
SEC 13F filings are viewable for GRIMES & Co WEALTH MANAGEMENT going back to 2011
- GRIMES & Co WEALTH MANAGEMENT 2026 Q1 filed April 21, 2026
- GRIMES & Co WEALTH MANAGEMENT 2025 Q4 filed Feb. 3, 2026
- GRIMES & Co WEALTH MANAGEMENT 2025 Q3 filed Oct. 27, 2025
- Grimes & Company 2025 Q2 filed July 22, 2025
- Grimes & Company 2025 Q1 filed April 17, 2025
- Grimes & Company 2024 Q4 filed Jan. 21, 2025
- Grimes & Company 2024 Q3 filed Oct. 22, 2024
- Grimes & Company 2024 Q2 filed July 22, 2024
- Grimes & Company 2024 Q1 filed April 17, 2024
- Grimes & Company 2023 Q4 filed Jan. 24, 2024
- Grimes & Company 2023 Q3 filed Oct. 19, 2023
- Grimes & Company 2023 Q2 filed July 19, 2023
- Grimes & Company 2023 Q1 filed April 20, 2023
- Grimes & Company 2022 Q4 filed Jan. 25, 2023
- Grimes & Company 2022 Q3 filed Oct. 28, 2022
- Grimes & Company 2022 Q2 filed July 22, 2022