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CIK: 0001321993
Total reported value
$4.6B
$4.6B
380 檔
19.9%
According to the latest 13F quarterly dataset, GRIMES & Co WEALTH MANAGEMENT, LLC managed an equity portfolio of $4.6B at the end of Q4 2024, spanning 380 distinct U.S. exchange-listed positions.
In Q4 2024, GRIMES & Co WEALTH MANAGEMENT, LLC displayed an active expansion posture, initiating 7 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 380 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 5.94% | -0.02% | +3.12% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 5.71% | -1.07% | +5.08% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 5.69% | — | +5.39% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 4.86% | -0.54% | +4.05% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.25% | -0.35% | +2.22% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.08% | -0.21% | +0.55% | |
| 7 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 3.38% | -0.45% | -1.32% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.16% | -0.31% | -10.12% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.88% | -0.01% | -1.81% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.58% | +1.15% | +4.62% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.19% | -1.07% | +2.87% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.36% | +0.24% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.78% | +1.08% | NEW | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.78% | -0.01% | +4.24% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.46% | -0.13% | -1.71% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.26% | +0.45% | +1.27% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | -1.29% | -86.67% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.01% | +0.14% | -0.47% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.95% | -0.02% | +121.90% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.09% | +0.97% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | -0.03% | -0.33% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.94% | -0.13% | -2.12% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.92% | -0.43% | +1.73% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.08% | +3.13% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.16% | -0.47% | |
| 26 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.80% | +0.20% | +0.29% | |
| 27 | RMIF | Lha Risk Managed Income ETF | ETF-Other | 0.79% | -0.20% | -2.41% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.75% | +0.06% | +1.98% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.71% | -0.16% | -2.13% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.70% | -0.16% | +0.64% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | -0.15% | +0.83% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.66% | -0.18% | +1.19% | |
| 33 | DOCU | Docusign Inc | Stock-Tech | 0.66% | — | -5.78% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.66% | -0.19% | -26.57% | |
| 35 | RF | Regions Financial CORP | Stock-Financials | 0.65% | -0.05% | +1.73% | |
| 36 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.65% | -0.08% | EXIT | |
| 37 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.62% | -0.21% | +2.57% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.11% | -0.05% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.60% | -0.14% | -0.90% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.57% | +0.62% | -34.72% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.02% | -0.89% | |
| 42 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.53% | -0.03% | +2.54% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.07% | -0.47% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -0.10% | +0.63% | |
| 45 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | -0.16% | +2.30% | |
| 46 | RHI | Robert Half Inc | Stock-Industrials | 0.52% | -0.01% | -1.87% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.06% | -0.09% | |
| 48 | ZM | Zoom Communications Inc | Stock-Tech | 0.50% | -0.02% | -2.43% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.48% | -0.19% | +0.86% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.47% | -0.01% | -9.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | +0.5% | +3.12% | Add |
| 2 | VB | Vanguard Small-cap ETF | +0.5% | +4.05% | Add |
| 3 | XLP | Ss Consumer Staples Sel Sect | +0.5% | +121.90% | Add |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.5% | +5.39% | Add |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.5% | +5.08% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.4% | +0.55% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.3% | +4.62% | Add |
| 8 | XLC | Ss Comm Select Sector Spdr | +0.3% | +2.87% | Add |
| 9 | XLB | Ss Materials Select Sector | +0.3% | +220.82% | Add |
| 10 | XLY | Ss Consumer Disc Select Sect | +0.2% | +1.27% | Add |
| 11 | LULU | Lululemon Athletica Inc | +0.2% | -1.24% | Trim |
| 12 | DOCU | Docusign Inc | +0.2% | -5.78% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.2% | +3.13% | Add |
| 14 | STZ | Constellation Brands Inc-a | +0.2% | NEW | New buy |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.2% | +502.09% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | -0.89% | Trim |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.47% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.33% | Trim |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +0.97% | Add |
| 20 | VUG | Vanguard Growth ETF | +0.2% | -1.71% | Trim |
| 21 | GSK | Gsk Plc-spon Adr | +0.1% | NEW | New buy |
| 22 | CRM | Salesforce Inc | +0.1% | -0.90% | Trim |
| 23 | AVLC | Avantis US Lg Cap Eq ETF | +0.1% | +610.38% | Add |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +38.84% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -0.05% | Trim |
| 26 | VDC | Vanguard Consumer Staple ETF | +0.1% | NEW | New buy |
| 27 | IBB | Ishares Biotechnology ETF | +0.1% | NEW | New buy |
| 28 | AAPL | Apple Inc | +0.1% | -10.12% | Trim |
| 29 | IYK | Ishares US Consumer Staples | +0.1% | NEW | New buy |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | NEW | New buy |
| 31 | VCR | Vanguard Consumer Discre ETF | +0.1% | +7.35% | Add |
| 32 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +985.05% | Add |
| 33 | LIT | Global X Lithium & Battery T | +0.1% | NEW | New buy |
| 34 | IEMG | Ishares Core Msci Emerging | -0.1% | +2.22% | Add |
| 35 | UPS | United Parcel Service-cl B | -0.1% | -9.36% | Trim |
| 36 | AMAT | Applied Materials Inc | -0.1% | +0.75% | Add |
| 37 | ALB | Albemarle CORP | -0.1% | -22.07% | Trim |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.1% | -30.89% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -2.13% | Trim |
| 40 | HSY | Hershey Co/the | -0.1% | -17.67% | Trim |
| 41 | AMGN | Amgen Inc | -0.1% | +0.83% | Add |
| 42 | AMD | Advanced Micro Devices | -0.1% | -1.29% | Trim |
| 43 | NKE | Nike Inc -cl B | -0.1% | -29.79% | Trim |
| 44 | BIIB | Biogen Inc | -0.1% | -46.04% | Trim |
| 45 | XLE | Ss Energy Select Sector | -0.2% | -26.57% | Trim |
| 46 | TGT | Target CORP | -0.2% | -85.47% | Trim |
| 47 | XLI | Ss Industrial Select Sector | -0.3% | -34.72% | Trim |
| 48 | CVS | Cvs Health CORP | -0.5% | -96.29% | Trim |
| 49 | XLV | Ss Health Care Select Sector | -0.7% | -72.62% | Trim |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -7.1% | -86.67% | Trim |
According to official SEC Form 13F filings, GRIMES & Co WEALTH MANAGEMENT, LLC reported a total U.S. public equity portfolio value of $4.6B across 380 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BKLN, SJNK, SHYG) accounted for 19.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
STZ
市值: $6.1M
Top Position Liquidated / Trimmed
IEFA
前期市值: $298.6M
During Q4 2024, GRIMES & Co WEALTH MANAGEMENT, LLC's top holdings by market value included BKLN (5.9%)、SJNK (5.7%)、SHYG (5.7%). The largest single position, BKLN, represented 5.9% of total portfolio value.
In Q4 2024, GRIMES & Co WEALTH MANAGEMENT, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 23 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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