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CIK: 0001321993
Total reported value
$4.6B
$4.6B
413 檔
20.6%
In Q2 2025, GRIMES & Co WEALTH MANAGEMENT, LLC's U.S. equity holdings reached a combined market value of $4.6B, distributed across 413 disclosed stock positions.
During Q2 2025, GRIMES & Co WEALTH MANAGEMENT, LLC performed routine portfolio adjustments (12 new buys, 12 additions, 26 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 413 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.05% | -1.29% | +78.41% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.60% | -1.07% | -18.60% | |
| 3 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.54% | -0.01% | — | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 4.54% | -0.01% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.17% | -0.21% | +11.08% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.12% | -0.35% | +50.75% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.76% | -0.54% | +1.26% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.61% | +1.15% | +71.03% | |
| 9 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 3.27% | -0.45% | -0.98% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.42% | -0.31% | -0.90% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | -0.36% | -1.88% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.88% | -1.07% | -1.32% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.58% | -0.01% | +10878.55% | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.53% | -0.01% | +12353.56% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.51% | — | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.45% | -0.13% | -0.76% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.07% | +0.14% | -1.88% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.06% | +0.62% | -1.72% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.16% | -3.79% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.16% | -4.19% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.91% | -0.13% | -0.79% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.08% | +0.43% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | -0.03% | -2.57% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.06% | -1.93% | |
| 25 | RMIF | Lha Risk Managed Income ETF | ETF-Other | 0.71% | -0.20% | -1.54% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.70% | -0.02% | +5.22% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.15% | +0.16% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.11% | -3.23% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | -0.03% | +1.39% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.65% | +0.45% | +9.20% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.64% | -0.43% | +10.66% | |
| 32 | RF | Regions Financial CORP | Stock-Financials | 0.63% | -0.05% | +0.51% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.02% | -9.59% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | +0.33% | +3.46% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.18% | -0.38% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.10% | +2.11% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.53% | -0.10% | -48.98% | |
| 38 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.52% | -0.03% | +4.38% | |
| 39 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.51% | +0.20% | -29.87% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.06% | -1.15% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.50% | -0.16% | -5.89% | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.50% | -0.16% | +1.28% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.07% | +36.65% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | -0.13% | +1.37% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.48% | -0.16% | -0.30% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.47% | -0.19% | -3.88% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.63% | -6.12% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.14% | -1.79% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.09% | -3.46% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.15% | +3.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | +4.5% | NEW | New buy |
| 2 | USHY | Ishares Broad Usd High Yield | +4.5% | NEW | New buy |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +3.4% | +78.41% | Add |
| 4 | XLK | Ss Technology Select Sector | +1.7% | +71.03% | Add |
| 5 | SUB | Ishares Short-term National | +1.6% | +10878.55% | Add |
| 6 | HYMB | Ss Spdr N Ice Hy Muni ETF | +1.5% | +12353.56% | Add |
| 7 | JMST | JPM Ultra-short Muni Income | +1.5% | NEW | New buy |
| 8 | IEMG | Ishares Core Msci Emerging | +1.3% | +50.75% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.3% | +11.08% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | -1.88% | Trim |
| 11 | FTXL | First Trust Nasdaq Semicondu | +0.2% | NEW | New buy |
| 12 | ALGN | Align Technology Inc | +0.2% | NEW | New buy |
| 13 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | NEW | New buy |
| 14 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.2% | NEW | New buy |
| 15 | WDAY | Workday Inc-class A | +0.2% | NEW | New buy |
| 16 | NVDA | Nvidia CORP | +0.2% | -4.19% | Trim |
| 17 | ZION | Zions Bancorp NA | +0.2% | NEW | New buy |
| 18 | RSPC | Invesco S&p 500 Equal Weig C | +0.2% | NEW | New buy |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.88% | Trim |
| 20 | AVLC | Avantis US Lg Cap Eq ETF | +0.2% | +59.07% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | -9.59% | Trim |
| 22 | VIS | Vanguard Industrials ETF | +0.1% | NEW | New buy |
| 23 | ETN | Eaton Corporation plc | +0.1% | +1.39% | Add |
| 24 | CGW | Invesco S&p Global Water Ind | +0.1% | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | +0.1% | -3.79% | Trim |
| 26 | AGG | Ishares Core U.s. Aggregate | +0.1% | +36.65% | Add |
| 27 | VUG | Vanguard Growth ETF | +0.1% | -0.76% | Trim |
| 28 | AMD | Advanced Micro Devices | +0.1% | -6.12% | Trim |
| 29 | XLY | Ss Consumer Disc Select Sect | 0% | +9.20% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +0.43% | Add |
| 31 | XLI | Ss Industrial Select Sector | 0% | -1.72% | Trim |
| 32 | XLC | Ss Comm Select Sector Spdr | 0% | -1.32% | Trim |
| 33 | JHML | John Hancock Multi Fact Lrg | -0.2% | -0.98% | Trim |
| 34 | UPS | United Parcel Service-cl B | -0.2% | -18.53% | Trim |
| 35 | LEA | Lear CORP | -0.2% | -82.00% | Trim |
| 36 | VB | Vanguard Small-cap ETF | -0.2% | +1.26% | Add |
| 37 | MU | Micron Technology Inc | -0.2% | -51.83% | Trim |
| 38 | DIS | Walt Disney Co/the | -0.2% | -52.59% | Trim |
| 39 | RHI | Robert Half Inc | -0.2% | -26.87% | Trim |
| 40 | TROW | T Rowe Price Group Inc | -0.2% | -34.61% | Trim |
| 41 | HSY | Hershey Co/the | -0.3% | -38.64% | Trim |
| 42 | BMY | Bristol-myers Squibb Co | -0.3% | -5.89% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -85.72% | Trim |
| 44 | XLE | Ss Energy Select Sector | -0.4% | -38.22% | Trim |
| 45 | AAPL | Apple Inc | -0.6% | -0.90% | Trim |
| 46 | XLV | Ss Health Care Select Sector | -0.8% | -48.98% | Trim |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | -1.8% | -18.60% | Trim |
| 48 | HYD | Vaneck High Yield Muni ETF | -1.9% | -99.51% | Trim |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -6.3% | -99.79% | Trim |
| 50 | BKLN | Invesco Senior Loan ETF | -6.4% | -98.35% | 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 413 disclosed positions in Q2 2025.
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 IEFA, SJNK, SPHY) accounted for 20.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPHY
市值: $166.9M
Top Position Liquidated / Trimmed
BKLN
前期市值: $211.7M
During Q2 2025, GRIMES & Co WEALTH MANAGEMENT, LLC's top holdings by market value included IEFA (8.1%)、SJNK (4.6%)、SPHY (4.5%). The largest single position, IEFA, represented 8.1% of total portfolio value.
In Q2 2025, GRIMES & Co WEALTH MANAGEMENT, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 26 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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