GRIMES & Co WEALTH MANAGEMENT, LLC Q3 2021 Filing

Filed November 8, 2021

Portfolio Value

$2.3T

Holdings

301

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (301 positions)

#StockSharesValue% PortfolioType
201
CHKPCHECK POINT SOFTWARE TECH LT
4,216$477.0M0.02%
202
PYPLPAYPAL HLDGS INC
1,822$474.0M0.02%
203
MUSAMURPHY USA INC
2,774$464.0M0.02%
204
BSXBOSTON SCIENTIFIC CORP
10,450$453.0M0.02%
205
A4SAMERIPRISE FINL INC
1,682$444.0M0.02%
206
FLOTISHARES TR
8,447$429.0M0.02%
207
LNCLINCOLN NATL CORP IND
6,228$428.0M0.02%
208
4I1PHILIP MORRIS INTL INC
4,474$424.0M0.02%
209
SLVISHARES SILVER TR
20,544$422.0M0.02%
210
IBBISHARES TR
2,573$416.0M0.02%
211
AQLTISHARES TR
1,610$412.0M0.02%
212
AEBAALLETE INC
6,867$409.0M0.02%
213
WBAWALGREENS BOOTS ALLIANCE INC
8,596$405.0M0.02%
214
DGROISHARES TR
7,477$376.0M0.02%
215
SCZISHARES TR
5,046$375.0M0.02%
216
FBINFORTUNE BRANDS HOME & SEC IN
4,180$374.0M0.02%
217
GPCGENUINE PARTS CO
3,084$374.0M0.02%
218
MOALTRIA GROUP INC
7,980$364.0M0.02%
219
ABNBAIRBNB INC
2,164$363.0M0.02%
220
MCHPMICROCHIP TECHNOLOGY INC.
2,358$362.0M0.02%
221
ARKKARK ETF TR
3,254$360.0M0.02%
222
XLUSELECT SECTOR SPDR TR
5,626$359.0M0.02%
223
EDCONSOLIDATED EDISON INC
4,811$349.0M0.02%
224
BNDVANGUARD BD INDEX FDS
4,035$345.0M0.02%
225
YUMYUM BRANDS INC
2,798$342.0M0.01%
226
GWXSPDR INDEX SHS FDS
8,856$341.0M0.01%
227
CBCHUBB LIMITED
1,963$340.0M0.01%
228
AFLAFLAC INC
6,407$334.0M0.01%
229
MRNS*MARINUS PHARMACEUTICALS INC
29,128$331.0M0.01%
230
TRVTRAVELERS COMPANIES INC
2,170$330.0M0.01%
231
DISCAUSDDISCOVERY INC
12,980$329.0M0.01%
232
ADBEADOBE SYSTEMS INCORPORATED
567$326.0M0.01%
233
PFFAETFIS SER TR I
12,991$323.0M0.01%
234
BIZDVANECK ETF TRUST
18,772$322.0M0.01%
235
HIPSGRANITESHARES ETF TR
21,013$322.0M0.01%
236
VEUVANGUARD INTL EQUITY INDEX F
5,186$316.0M0.01%
237
DELLDELL TECHNOLOGIES INC
2,975$310.0M0.01%
238
PTONPELOTON INTERACTIVE INC
3,507$305.0M0.01%
239
MUMICRON TECHNOLOGY INC
4,288$304.0M0.01%
240
RBLXROBLOX CORP
3,992$302.0M0.01%
241
PKGPACKAGING CORP AMER
2,165$298.0M0.01%
242
PPLPPL CORP
10,657$297.0M0.01%
243
AZNASTRAZENECA PLC
4,901$294.0M0.01%
244
LUMNLUMEN TECHNOLOGIES INC
23,634$293.0M0.01%
245
SAVACASSAVA SCIENCES INC
4,692$291.0M0.01%
246
IWRISHARES TR
3,707$290.0M0.01%
247
CATCATERPILLAR INC
1,467$282.0M0.01%
248
RDS/AROYAL DUTCH SHELL PLC
6,247$278.0M0.01%
249
AZOAUTOZONE INC
162$275.0M0.01%
250
EZUISHARES INC
5,663$273.0M0.01%
251
LHXL3HARRIS TECHNOLOGIES INC
1,228$271.0M0.01%
252
INTUINTUIT
491$265.0M0.01%
253
HOLXHOLOGIC INC
3,543$262.0M0.01%
254
AMTAMERICAN TOWER CORP NEW
985$261.0M0.01%
255
THGHANOVER INS GROUP INC
2,000$259.0M0.01%
256
SPYVSPDR SER TR
6,601$257.0M0.01%
257
BDQMALBIREO PHARMA INC
8,242$257.0M0.01%
258
ITA*ISHARES TR
2,470$257.0M0.01%
259
MPCMARATHON PETE CORP
4,076$252.0M0.01%
260
CALITHERA BIOSCIENCES INC
115,070$251.0M0.01%
261
AG8AGILENT TECHNOLOGIES INC
1,578$249.0M0.01%
262
NYCBEURNEW YORK CMNTY BANCORP INC
19,359$249.0M0.01%
263
SSOPROSHARES TR
2,058$247.0M0.01%
264
ILCVISHARES TR
3,858$246.0M0.01%
265
VCSHVANGUARD SCOTTSDALE FDS
2,973$245.0M0.01%
266
SCHDSCHWAB STRATEGIC TR
3,220$239.0M0.01%
267
CICIGNA CORP NEW
1,194$239.0M0.01%
268
IWSISHARES TR
2,082$236.0M0.01%
269
VBVANGUARD INDEX FDS
1,074$235.0M0.01%
270
VOVANGUARD INDEX FDS
964$228.0M0.01%
271
SCHGSCHWAB STRATEGIC TR
1,528$226.0M0.01%
272
ARKGARK ETF TR
3,007$225.0M0.01%
273
MRNAMODERNA INC
572$220.0M0.01%
274
ABMDEURABIOMED INC
674$219.0M0.01%
275
ITOTISHARES TR
2,217$218.0M0.01%
276
PEOEXELON CORP
4,507$218.0M0.01%
277
AMDADVANCED MICRO DEVICES INC
2,104$217.0M0.01%
278
GISGENERAL MLS INC
3,573$214.0M0.01%
279
ALBALBEMARLE CORP
976$214.0M0.01%
280
FEFIRSTENERGY CORP
6,000$214.0M0.01%
281
IWBISHARES TR
879$212.0M0.01%
282
ONON SEMICONDUCTOR CORP
4,637$212.0M0.01%
283
DDDUPONT DE NEMOURS INC
3,069$209.0M0.01%
284
SAMBOSTON BEER INC
399$203.0M0.01%
285
GLWCORNING INC
5,559$203.0M0.01%
286
FXBINVESCO CURRENCYSHARES BRIT
1,550$201.0M0.01%
287
JCIJOHNSON CTLS INTL PLC
2,953$201.0M0.01%
288
INVAINNOVIVA INC
11,991$200.0M0.01%
289
GBDCGOLUB CAP BDC INC
10,489$166.0M0.01%
290
FSC1EUROAKTREE SPECIALTY LENDING CO
23,355$165.0M0.01%
291
NAKNORTHERN DYNASTY MINERALS LT
318,950$147.0M0.01%
292
HRTXHERON THERAPEUTICS INC
13,152$141.0M0.01%
293
0HJQAVEO PHARMACEUTICALS INC
21,640$134.0M0.01%
294
HDSNHUDSON TECHNOLOGIES INC
33,422$118.0M0.01%
295
AGILE THERAPEUTICS INC
99,744$96.0M0.00%
296
ITRMITERUM THERAPEUTICS PLC
158,909$89.0M0.00%
297
ASXASE TECHNOLOGY HLDG CO LTD
10,781$85.0M0.00%
298
ADMAADMA BIOLOGICS INC
54,186$61.0M0.00%
299
RBBNRIBBON COMMUNICATIONS INC
10,030$60.0M0.00%
300
REGULUS THERAPEUTICS INC
71,671$49.0M0.00%
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