GRIMES & Co WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$3.2T
Holdings
368
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (368 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TPLTEXAS PACIFIC LAND CORPORATI | 4,398 | $5.8B | 0.18% | |
| 102 | STZCONSTELLATION BRANDS INC | 31,277 | $5.7B | 0.18% | |
| 103 | RTXRTX CORPORATION | 42,834 | $5.7B | 0.18% | |
| 104 | PGPROCTER AND GAMBLE CO | 33,285 | $5.7B | 0.18% | |
| 105 | TXNTEXAS INSTRS INC | 30,280 | $5.4B | 0.17% | |
| 106 | VEAVANGUARD TAX-MANAGED FDS | 97,707 | $5.0B | 0.15% | |
| 107 | VOOVANGUARD INDEX FDS | 9,441 | $4.9B | 0.15% | |
| 108 | HYGISHARES TR | 59,384 | $4.7B | 0.14% | |
| 109 | JHMMJOHN HANCOCK EXCHANGE TRADED | 78,259 | $4.5B | 0.14% | |
| 110 | GGGGRACO INC | 50,961 | $4.3B | 0.13% | |
| 111 | IBMINTERNATIONAL BUSINESS MACHS | 15,939 | $4.0B | 0.12% | |
| 112 | VBKVANGUARD INDEX FDS | 15,005 | $3.8B | 0.12% | |
| 113 | MCDMCDONALDS CORP | 11,970 | $3.7B | 0.12% | |
| 114 | LLYELI LILLY & CO | 4,338 | $3.6B | 0.11% | |
| 115 | SUSAISHARES TR | 30,084 | $3.5B | 0.11% | |
| 116 | DONSPDR DOW JONES INDL AVERAGE | 7,639 | $3.2B | 0.10% | |
| 117 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2B | 0.10% | |
| 118 | AQLTISHARES TR | 33,281 | $3.1B | 0.10% | |
| 119 | BINCBLACKROCK ETF TRUST II | 59,949 | $3.1B | 0.10% | |
| 120 | SPSMSPDR SER TR | 76,381 | $3.1B | 0.10% | |
| 121 | SYKSTRYKER CORPORATION | 8,343 | $3.1B | 0.10% | |
| 122 | SPEMSPDR INDEX SHS FDS | 76,396 | $3.0B | 0.09% | |
| 123 | TXTTEXTRON INC | 76,359 | $3.0B | 0.09% | |
| 124 | VWOVANGUARD INTL EQUITY INDEX F | 63,533 | $2.9B | 0.09% | |
| 125 | GEGE AEROSPACE | 13,781 | $2.8B | 0.09% | |
| 126 | VYMVANGUARD WHITEHALL FDS | 21,285 | $2.7B | 0.08% | |
| 127 | VTIVANGUARD INDEX FDS | 9,972 | $2.7B | 0.08% | |
| 128 | NDQINVESCO QQQ TR | 5,796 | $2.7B | 0.08% | |
| 129 | EEMISHARES TR | 58,407 | $2.6B | 0.08% | |
| 130 | IWNISHARES TR | 16,792 | $2.5B | 0.08% | |
| 131 | LRGFISHARES TR | 43,421 | $2.5B | 0.08% | |
| 132 | AJGGALLAGHER ARTHUR J & CO | 7,269 | $2.5B | 0.08% | |
| 133 | ITWILLINOIS TOOL WKS INC | 9,792 | $2.4B | 0.08% | |
| 134 | PFEPFIZER INC | 95,683 | $2.4B | 0.07% | |
| 135 | HDHOME DEPOT INC | 6,581 | $2.4B | 0.07% | |
| 136 | IWFISHARES TR | 6,548 | $2.4B | 0.07% | |
| 137 | VOEVANGUARD INDEX FDS | 14,588 | $2.3B | 0.07% | |
| 138 | WFCWELLS FARGO CO NEW | 32,010 | $2.3B | 0.07% | |
| 139 | MRSHMARSH & MCLENNAN COS INC | 8,936 | $2.2B | 0.07% | |
| 140 | SCHESCHWAB STRATEGIC TR | 78,039 | $2.2B | 0.07% | |
| 141 | GSGOLDMAN SACHS GROUP INC | 3,918 | $2.1B | 0.07% | |
| 142 | VIGVANGUARD SPECIALIZED FUNDS | 10,988 | $2.1B | 0.07% | |
| 143 | IWDISHARES TR | 11,225 | $2.1B | 0.07% | |
| 144 | TDTORONTO DOMINION BK ONT | 33,273 | $2.0B | 0.06% | |
| 145 | IDXXIDEXX LABS INC | 4,502 | $1.9B | 0.06% | |
| 146 | MRKMERCK & CO INC | 20,709 | $1.9B | 0.06% | |
| 147 | GBTCGRAYSCALE BITCOIN TRUST ETF | 28,338 | $1.8B | 0.06% | |
| 148 | INTCINTEL CORP | 79,807 | $1.8B | 0.06% | |
| 149 | SBUXSTARBUCKS CORP | 17,912 | $1.8B | 0.05% | |
| 150 | ORCLORACLE CORP | 12,283 | $1.7B | 0.05% | |
| 151 | FISVFISERV INC | 7,774 | $1.7B | 0.05% | |
| 152 | LOWLOWES COS INC | 7,335 | $1.7B | 0.05% | |
| 153 | KOCOCA COLA CO | 23,577 | $1.7B | 0.05% | |
| 154 | UNPUNION PAC CORP | 6,987 | $1.7B | 0.05% | |
| 155 | HONHONEYWELL INTL INC | 7,464 | $1.6B | 0.05% | |
| 156 | SCHASCHWAB STRATEGIC TR | 67,261 | $1.6B | 0.05% | |
| 157 | DHRDANAHER CORPORATION | 7,522 | $1.5B | 0.05% | |
| 158 | VTVVANGUARD INDEX FDS | 8,899 | $1.5B | 0.05% | |
| 159 | TTTRANE TECHNOLOGIES PLC | 4,504 | $1.5B | 0.05% | |
| 160 | WMTWALMART INC | 16,805 | $1.5B | 0.05% | |
| 161 | TSLATESLA INC | 5,426 | $1.4B | 0.04% | |
| 162 | SCHWSCHWAB CHARLES CORP | 17,587 | $1.4B | 0.04% | |
| 163 | BNDVANGUARD BD INDEX FDS | 18,612 | $1.4B | 0.04% | |
| 164 | COSTCOSTCO WHSL CORP NEW | 1,442 | $1.4B | 0.04% | |
| 165 | EXPDEXPEDITORS INTL WASH INC | 11,318 | $1.4B | 0.04% | |
| 166 | MMM3M CO | 9,187 | $1.3B | 0.04% | |
| 167 | ESGDISHARES TR | 16,453 | $1.3B | 0.04% | |
| 168 | VOTVANGUARD INDEX FDS | 5,453 | $1.3B | 0.04% | |
| 169 | COPCONOCOPHILLIPS | 12,529 | $1.3B | 0.04% | |
| 170 | SRLNSSGA ACTIVE ETF TR | 31,933 | $1.3B | 0.04% | |
| 171 | TJXTJX COS INC NEW | 10,214 | $1.2B | 0.04% | |
| 172 | MUSAMURPHY USA INC | 2,633 | $1.2B | 0.04% | |
| 173 | AQLTISHARES TR | 9,132 | $1.2B | 0.04% | |
| 174 | GQ9SPDR GOLD TR | 4,187 | $1.2B | 0.04% | |
| 175 | DGROISHARES TR | 19,513 | $1.2B | 0.04% | |
| 176 | SOSOUTHERN CO | 13,017 | $1.2B | 0.04% | |
| 177 | PCARPACCAR INC | 12,244 | $1.2B | 0.04% | |
| 178 | CLCOLGATE PALMOLIVE CO | 12,377 | $1.2B | 0.04% | |
| 179 | ESMLISHARES TR | 29,917 | $1.1B | 0.04% | |
| 180 | VOVANGUARD INDEX FDS | 4,424 | $1.1B | 0.04% | |
| 181 | DUKDUKE ENERGY CORP NEW | 9,360 | $1.1B | 0.04% | |
| 182 | CATCATERPILLAR INC | 3,351 | $1.1B | 0.03% | |
| 183 | GEVGE VERNOVA INC | 3,478 | $1.1B | 0.03% | |
| 184 | KLACKLA CORP | 1,535 | $1.0B | 0.03% | |
| 185 | EMREMERSON ELEC CO | 9,343 | $1.0B | 0.03% | |
| 186 | ADPAUTOMATIC DATA PROCESSING IN | 3,343 | $1.0B | 0.03% | |
| 187 | NEENEXTERA ENERGY INC | 14,070 | $997.4M | 0.03% | |
| 188 | USBUS BANCORP DEL | 23,505 | $992.4M | 0.03% | |
| 189 | IYEISHARES TR | 20,094 | $990.6M | 0.03% | |
| 190 | MFCMANULIFE FINL CORP | 31,488 | $980.8M | 0.03% | |
| 191 | TAT&T INC | 33,292 | $941.5M | 0.03% | |
| 192 | IWRISHARES TR | 10,679 | $908.5M | 0.03% | |
| 193 | CHKPCHECK POINT SOFTWARE TECH LT | 3,973 | $905.5M | 0.03% | |
| 194 | FSCOFS CREDIT OPPORTUNITIES CORP | 128,262 | $904.2M | 0.03% | |
| 195 | DOCUDOCUSIGN INC | 10,975 | $893.4M | 0.03% | |
| 196 | 4I1PHILIP MORRIS INTL INC | 5,517 | $875.8M | 0.03% | |
| 197 | BSXBOSTON SCIENTIFIC CORP | 8,562 | $863.7M | 0.03% | |
| 198 | HIPSGRANITESHARES ETF TR | 67,370 | $856.9M | 0.03% | |
| 199 | BLKBLACKROCK INC | 886 | $838.6M | 0.03% | |
| 200 | PSXPHILLIPS 66 | 6,786 | $838.0M | 0.03% |