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CIK: 0001321993
Total reported value
$4.6B
$4.6B
368 檔
19.5%
As reported in its official Q1 2025 Form 13F filing, GRIMES & Co WEALTH MANAGEMENT, LLC's tracked investment portfolio stood at $4.6B with 368 total positions.
In Q1 2025, GRIMES & Co WEALTH MANAGEMENT, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BKLN, SJNK, SHYG) accounted for 19.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
BKLN
市值: $211.7M
Showing top 200 holdings (of 368 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 6.55% | -0.02% | +4.44% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 6.35% | -1.07% | +3.94% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 6.34% | — | +3.96% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.64% | -1.29% | +289.49% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.95% | -0.54% | -17.94% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.85% | -0.21% | -7.67% | |
| 7 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 3.44% | -0.45% | -2.02% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.00% | -0.31% | -0.15% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.79% | -0.35% | -40.76% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.36% | -0.13% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.95% | +1.15% | -20.63% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.92% | -1.07% | -17.99% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.90% | +1.08% | NEW | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.40% | -0.13% | -0.98% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.28% | -0.10% | +376.62% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.08% | +0.62% | +77.45% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.00% | -0.13% | -1.62% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.91% | +0.14% | -0.35% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.16% | -1.29% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.15% | -0.79% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.06% | +9.02% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.08% | +2.86% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.83% | -0.19% | +8.30% | |
| 24 | RMIF | Lha Risk Managed Income ETF | ETF-Other | 0.82% | -0.20% | -1.88% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.03% | -1.07% | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.80% | -0.16% | -3.03% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | -0.16% | +119.69% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.77% | -0.02% | -27.94% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.11% | +0.78% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.10% | +0.83% | |
| 31 | RF | Regions Financial CORP | Stock-Financials | 0.65% | -0.05% | +1.09% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.64% | -0.18% | +1.74% | |
| 33 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.63% | +0.20% | +1.47% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.63% | -0.03% | +1.16% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | -0.43% | -35.97% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.61% | +0.45% | -48.57% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.60% | -0.16% | +1.67% | |
| 38 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.60% | -0.21% | +9.80% | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.58% | -0.16% | -29.13% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | +0.33% | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.06% | -6.02% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.57% | -0.19% | -8.81% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.56% | -0.03% | +71.04% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.56% | -0.13% | +5.96% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.15% | +1.00% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.52% | -0.14% | +0.14% | |
| 47 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.52% | -0.06% | +29.76% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.51% | -0.01% | +17.45% | |
| 49 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.51% | -0.08% | EXIT | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | -0.07% | -1.49% |
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 368 disclosed positions in Q1 2025.
During Q1 2025, GRIMES & Co WEALTH MANAGEMENT, LLC's top holdings by market value included BKLN (6.5%)、SJNK (6.3%)、SHYG (6.3%). The largest single position, BKLN, represented 6.5% of total portfolio value.
In Q1 2025, GRIMES & Co WEALTH MANAGEMENT, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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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