GRIMES & Co WEALTH MANAGEMENT, LLC
CIK: 0001321993SEC EDGAR →
Portfolio Value
$4.2B
Holdings
460
As of
Q4 2025
New Positions
460
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 3,575,462 | $319.9M | 7.64% |
| 2 | VANGUARD INDEX FDS | 1,109,587 | $286.2M | 6.84% |
| 3 | ISHARES TR | 256,954 | $176.0M | 4.21% |
| 4 | SPDR SERIES TRUST | 6,868,188 | $173.9M | 4.16% |
| 5 | ISHARES TR | 4,610,233 | $172.4M | 4.12% |
| 6 | SPDR SERIES TRUST | 7,246,584 | $171.5M | 4.10% |
| 7 | ISHARES INC | 2,545,417 | $171.1M | 4.09% |
| 8 | SELECT SECTOR SPDR TR | 1,092,203 | $157.2M | 3.76% |
| 9 | JOHN HANCOCK EXCHANGE TRADED | 1,583,127 | $126.4M | 3.02% |
| 10 | APPLE INC | 421,743 | $114.7M | 2.74% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (460)
$319.9M · 3.6M shares
$286.2M · 1.1M shares
$176.0M · 257K shares
$173.9M · 6.9M shares
$172.4M · 4.6M shares
$171.5M · 7.2M shares
$171.1M · 2.5M shares
$157.2M · 1.1M shares
$126.4M · 1.6M shares
$114.7M · 422K shares
$83.4M · 172K shares
$63.1M · 536K shares
$61.9M · 400K shares
$58.0M · 119K shares
$57.4M · 327K shares
$53.4M · 2.1M shares
$51.9M · 1.0M shares
$47.3M · 151K shares
$43.9M · 144K shares
$37.0M · 160K shares
$36.3M · 774K shares
$36.1M · 189K shares
$33.0M · 603K shares
$33.0M · 276K shares
$32.6M · 729K shares
$31.5M · 98K shares
$30.7M · 391K shares
$28.7M · 43K shares
$27.9M · 89K shares
$27.5M · 79K shares
$27.3M · 160K shares
$26.9M · 82K shares
$25.0M · 109K shares
$24.2M · 976K shares
$23.7M · 114K shares
$22.9M · 846K shares
$21.7M · 279K shares
$21.5M · 139K shares
$19.7M · 790K shares
$19.5M · 91K shares
$19.1M · 190K shares
$18.8M · 251K shares
$18.8M · 59K shares
$18.8M · 348K shares
$18.7M · 242K shares
$18.5M · 150K shares
$18.4M · 52K shares
$17.9M · 549K shares
$17.5M · 729K shares
$17.2M · 180K shares
$16.0M · 60K shares
$15.7M · 61K shares
$15.4M · 154K shares
$15.3M · 278K shares
$15.0M · 125K shares
$14.2M · 21K shares
$14.1M · 38K shares
$14.0M · 141K shares
$13.9M · 132K shares
$13.8M · 52K shares
$13.7M · 21K shares
$13.4M · 112K shares
$13.2M · 492K shares
$12.5M · 12K shares
$11.9M · 116K shares
$11.8M · 179K shares
$11.4M · 23K shares
$11.3M · 40K shares
$11.1M · 28K shares
$11.1M · 86K shares
$10.9M · 44K shares
$10.8M · 97K shares
$10.5M · 257K shares
$10.4M · 126K shares
$10.4M · 68K shares
$10.3M · 72K shares
$10.2M · 56K shares
$10.0M · 224K shares
$9.6M · 28K shares
$9.5M · 99K shares
$9.4M · 83K shares
$9.1M · 73K shares
$9.1M · 186K shares
$8.8M · 231K shares
$8.7M · 39K shares
$8.3M · 45K shares
$8.3M · 82K shares
$8.2M · 102K shares
$8.2M · 17K shares
$8.2M · 60K shares
$8.0M · 123K shares
$8.0M · 14K shares
$7.6M · 50K shares
$7.2M · 12K shares
$7.2M · 7K shares
$7.1M · 297K shares
$7.0M · 110K shares
$7.0M · 120K shares
$6.9M · 8K shares
$6.7M · 115K shares
$6.5M · 163K shares
$6.4M · 22K shares
$6.3M · 31K shares
$6.0M · 34K shares
$5.9M · 95K shares
$5.9M · 19K shares
$5.5M · 10K shares
$5.4M · 12K shares
$5.1M · 44K shares
$5.1M · 78K shares
$5.1M · 100K shares
$5.0M · 35K shares
$5.0M · 16K shares
$5.0M · 36K shares
$4.9M · 99K shares
$4.9M · 23K shares
$4.7M · 23K shares
$4.6M · 15K shares
$4.5M · 32K shares
$4.4M · 65K shares
$4.4M · 43K shares
$4.3M · 39K shares
$4.3M · 50K shares
$4.1M · 138K shares
$4.1M · 51K shares
$4.0M · 19K shares
$4.0M · 40K shares
$4.0M · 75K shares
$4.0M · 6K shares
$4.0M · 25K shares
$3.9M · 8K shares
$3.9M · 23K shares
$3.9M · 13K shares
$3.8M · 180K shares
$3.7M · 37K shares
$3.7M · 59K shares
$3.6M · 11K shares
$3.6M · 39K shares
$3.6M · 76K shares
$3.6M · 66K shares
$3.5M · 12K shares
$3.5M · 7K shares
$3.4M · 4K shares
$3.4M · 5K shares
$3.3M · 13K shares
$3.3M · 7K shares
$3.3M · 71K shares
$3.3M · 44K shares
$3.3M · 4K shares
$3.2M · 23K shares
$3.2M · 46K shares
$3.2M · 20K shares
$3.0M · 13K shares
$3.0M · 4K shares
$3.0M · 55K shares
$3.0M · 57K shares
$3.0M · 19K shares
$3.0M · 40K shares
$2.9M · 21K shares
$2.9M · 42K shares
$2.9M · 17K shares
$2.9M · 4K shares
$2.9M · 30K shares
$2.8M · 8K shares
$2.8M · 5K shares
$2.8M · 30K shares
$2.8M · 60K shares
$2.8M · 26K shares
$2.7M · 28K shares
$2.7M · 14K shares
$2.7M · 12K shares
$2.6M · 14K shares
$2.6M · 79K shares
$2.5M · 39K shares
$2.5M · 12K shares
$2.5M · 30K shares
$2.4M · 10K shares
$2.4M · 14K shares
$2.4M · 7K shares
$2.4M · 51K shares
$2.3M · 19K shares
$2.2M · 13K shares
$2.2M · 6K shares
$2.2M · 11K shares
$2.2M · 25K shares
$2.2M · 5K shares
$2.2M · 12K shares
$2.1M · 23K shares
$2.1M · 16K shares
$2.1M · 22K shares
$2.0M · 12K shares
$2.0M · 27K shares
$2.0M · 6K shares
$1.9M · 52K shares
$1.9M · 22K shares
$1.9M · 5K shares
$1.9M · 10K shares
$1.8M · 19K shares
$1.8M · 30K shares
$1.8M · 4K shares
$1.8M · 8K shares
$1.8M · 11K shares
$1.7M · 11K shares
$1.7M · 6K shares
$1.6M · 22K shares
$1.6M · 9K shares
$1.6M · 8K shares
$1.6M · 23K shares
$1.6M · 7K shares
$1.6M · 6K shares
$1.6M · 20K shares
$1.5M · 19K shares
$1.5M · 8K shares
$1.5M · 2 shares
$1.5M · 52K shares
$1.5M · 18K shares
$1.5M · 11K shares
$1.4M · 21K shares
$1.4M · 7K shares
$1.4M · 12K shares
$1.4M · 10K shares
$1.3M · 7K shares
$1.3M · 30K shares
$1.3M · 5K shares
$1.3M · 53K shares
$1.3M · 14K shares
$1.3M · 9K shares
$1.2M · 30K shares
$1.2M · 6K shares
$1.2M · 11K shares
$1.2M · 18K shares
$1.2M · 32K shares
$1.1M · 4K shares
$1.1M · 213 shares
$1.1M · 10K shares
$1.1M · 43K shares
$1.1M · 13K shares
$1.1M · 6K shares
$1.1M · 15K shares
$1.1M · 40K shares
$1.1M · 8K shares
$1.1M · 3K shares
$1.0M · 11K shares
$1.0M · 12K shares
$1.0M · 9K shares
$996K · 3K shares
$991K · 5K shares
$987K · 12K shares
$978K · 84K shares
$977K · 11K shares
$971K · 2K shares
$953K · 891 shares
$930K · 2K shares
$908K · 20K shares
$880K · 10K shares
$874K · 18K shares
$868K · 988 shares
$848K · 2K shares
$839K · 3K shares
$832K · 3K shares
$824K · 4K shares
$824K · 4K shares
$823K · 5K shares
$822K · 3K shares
$810K · 21K shares
$806K · 4K shares
$800K · 6K shares
$797K · 4K shares
$785K · 2K shares
$778K · 11K shares
$765K · 3K shares
$765K · 3K shares
$759K · 8K shares
$754K · 2K shares
$749K · 12K shares
$743K · 7K shares
$741K · 13K shares
$737K · 27K shares
$735K · 5K shares
$733K · 2K shares
$733K · 3K shares
$718K · 7K shares
$707K · 12K shares
$698K · 5K shares
$693K · 2K shares
$682K · 13K shares
$673K · 6K shares
$648K · 11K shares
$647K · 2K shares
$638K · 5K shares
$628K · 3K shares
$622K · 8K shares
$618K · 12K shares
$615K · 751 shares
$613K · 20K shares
$602K · 999 shares
$568K · 7K shares
$565K · 407K shares
$561K · 5K shares
$548K · 12K shares
$536K · 4K shares
$535K · 8K shares
$535K · 4K shares
$524K · 8K shares
$523K · 4K shares
$518K · 14K shares
$509K · 16K shares
$509K · 3K shares
$502K · 3K shares
$502K · 5K shares
$496K · 9K shares
$491K · 9K shares
$490K · 2K shares
$490K · 5K shares
$484K · 3K shares
$483K · 26K shares
$478K · 5K shares
$475K · 10K shares
$461K · 6K shares
$459K · 10K shares
$456K · 1K shares
$452K · 1K shares
$443K · 1K shares
$441K · 8K shares
$437K · 7K shares
$434K · 3K shares
$433K · 2K shares
$432K · 30K shares
$430K · 5K shares
$429K · 754 shares
$412K · 8K shares
$411K · 2K shares
$408K · 5K shares
$407K · 12K shares
$401K · 1K shares
$401K · 15K shares
$398K · 118 shares
$394K · 2K shares
$394K · 3K shares
$390K · 3K shares
$383K · 1K shares
$382K · 2K shares
$376K · 4K shares
$373K · 9K shares
$373K · 190K shares
$373K · 4K shares
$366K · 13K shares
$364K · 5K shares
$361K · 11K shares
$360K · 1K shares
$358K · 12K shares
$358K · 2K shares
$357K · 6K shares
$357K · 11K shares
$356K · 3K shares
$355K · 1K shares
$353K · 8K shares
$348K · 2K shares
$347K · 20K shares
$347K · 24K shares
$345K · 6K shares
$342K · 4K shares
$340K · 4K shares
$337K · 9K shares
$334K · 4K shares
$332K · 494 shares
$323K · 1K shares
$323K · 3K shares
$323K · 3K shares
$322K · 3K shares
$319K · 612 shares
$317K · 27K shares
$314K · 3K shares
$313K · 6K shares
$312K · 5K shares
$309K · 2K shares
$309K · 3K shares
$307K · 4K shares
$307K · 5K shares
$304K · 10K shares
$300K · 4K shares
$300K · 21K shares
$300K · 3K shares
$298K · 3K shares
$296K · 38K shares
$294K · 4K shares
$291K · 12K shares
$288K · 636 shares
$281K · 41K shares
$280K · 2K shares
$280K · 751 shares
$277K · 5K shares
$277K · 1K shares
$272K · 2K shares
$271K · 6K shares
$268K · 1K shares
$267K · 1K shares
$266K · 500 shares
$266K · 1K shares
$265K · 750 shares
$262K · 7K shares
$258K · 4K shares
$257K · 4K shares
$246K · 3K shares
$245K · 13K shares
$242K · 2K shares
$241K · 3K shares
$240K · 3K shares
$239K · 2K shares
$239K · 3K shares
$238K · 3K shares
$238K · 7K shares
$238K · 5K shares
$237K · 2K shares
$236K · 5K shares
$234K · 3K shares
$232K · 3K shares
$232K · 3K shares
$230K · 1K shares
$230K · 12K shares
$230K · 5K shares
$229K · 492 shares
$221K · 1K shares
$221K · 2K shares
$220K · 909 shares
$216K · 5K shares
$216K · 4K shares
$215K · 5K shares
$212K · 4K shares
$211K · 1K shares
$211K · 2K shares
$210K · 1K shares
$209K · 774 shares
$206K · 13K shares
$206K · 795 shares
$205K · 2K shares
$205K · 9K shares
$204K · 692 shares
$203K · 4K shares
$194K · 10K shares
$175K · 13K shares
$174K · 11K shares
$169K · 14K shares
$163K · 12K shares
$151K · 11K shares
$149K · 10K shares
$147K · 14K shares
$140K · 14K shares
$139K · 18K shares
$136K · 14K shares
$115K · 58K shares
$106K · 30K shares
$96K · 33K shares
$87K · 13K shares
$87K · 26K shares
$80K · 29K shares
$75K · 12K shares
$44K · 13K shares
$31K · 18K shares
$28K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 199 | $2.5B | 60.4% |
| Technology | 51 | $564.2M | 13.5% |
| Unknown | 29 | $403.1M | 9.6% |
| Healthcare | 39 | $231.7M | 5.5% |
| Communication Services | 11 | $122.8M | 2.9% |
| Industrials | 45 | $119.8M | 2.9% |
| Consumer Cyclical | 23 | $81.9M | 2.0% |
| Energy | 20 | $58.6M | 1.4% |
| Consumer Defensive | 16 | $55.1M | 1.3% |
| Utilities | 12 | $12.2M | 0.3% |
| Basic Materials | 11 | $5.1M | 0.1% |
| Real Estate | 4 | $2.8M | 0.1% |