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Size ($ in 1000's)
At 03/31/2024: $3,255,949
At 12/31/2023: $3,023,123
Grimes & Company Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Grimes & Company Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Grimes & Company Inc. top holdings by largest position size, as per the latest 13f filing made by Grimes & Company Inc..
In the Grimes & Company Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Grimes & Company Inc. in that top holding, then the share count change between reporting periods, and finally the Grimes & Company Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IEFA) |
3,784,885 |
-40,698 |
$280,914 | | IEFA | 3,784,885 | -40,698 | $280,914 | | INVESCO EXCH TRADED FD TR II (BKLN) |
8,820,897 |
+255,155 |
$186,562 | | BKLN | 8,820,897 | +255,155 | $186,562 | | SPDR SER TR (SJNK) |
6,923,337 |
+201,506 |
$174,607 | | SJNK | 6,923,337 | +201,506 | $174,607 | | ISHARES TR (SHYG) |
4,065,885 |
+132,813 |
$173,003 | | SHYG | 4,065,885 | +132,813 | $173,003 | | ISHARES TR (IVV) |
246,260 |
-4,934 |
$129,466 | | IVV | 246,260 | -4,934 | $129,466 | | JOHN HANCOCK EXCHANGE TRADED (JHML) |
1,710,875 |
+9,320 |
$110,796 | | JHML | 1,710,875 | +9,320 | $110,796 | | ISHARES INC (IEMG) |
2,091,056 |
-148,448 |
$107,898 | | IEMG | 2,091,056 | -148,448 | $107,898 | | ISHARES TR (IWM) |
479,856 |
-13,224 |
$100,914 | | IWM | 479,856 | -13,224 | $100,914 | | APPLE INC |
446,017 |
+38,608 |
$76,483 | | AAPL | 446,017 | +38,608 | $76,483 | | MICROSOFT CORP |
171,320 |
+2,400 |
$72,078 | | MSFT | 171,320 | +2,400 | $72,078 | | SPDR SER TR (HYMB) |
2,216,797 |
-28,758 |
$56,950 | | HYMB | 2,216,797 | -28,758 | $56,950 | | VANECK ETF TRUST (HYD) |
1,088,382 |
-8,818 |
$56,879 | | HYD | 1,088,382 | -8,818 | $56,879 | | SELECT SECTOR SPDR TR (XLP) |
657,010 |
+160,653 |
$50,169 | | XLP | 657,010 | +160,653 | $50,169 | | VANGUARD INDEX FDS (VUG) |
133,481 |
-5,184 |
$45,944 | | VUG | 133,481 | -5,184 | $45,944 | | SELECT SECTOR SPDR TR (XLV) |
294,820 |
+9,128 |
$43,554 | | XLV | 294,820 | +9,128 | $43,554 | | SELECT SECTOR SPDR TR (XLY) |
210,488 |
+155,903 |
$38,707 | | XLY | 210,488 | +155,903 | $38,707 | | SELECT SECTOR SPDR TR (XLK) |
171,638 |
-33,110 |
$35,747 | | XLK | 171,638 | -33,110 | $35,747 | | TAIWAN SEMICONDUCTOR MFG LTD |
249,980 |
+2,018 |
$34,010 | | TSM | 249,980 | +2,018 | $34,010 | | INVESCO EXCHANGE TRADED FD T (PRF) |
857,350 |
-10,795 |
$32,982 | | PRF | 857,350 | -10,795 | $32,982 | | INVESCO EXCHANGE TRADED FD T (RSP) |
180,196 |
-20,957 |
$30,520 | | RSP | 180,196 | -20,957 | $30,520 | | ETF SER SOLUTIONS (RMIF) |
1,156,687 |
-10,844 |
$29,114 | | RMIF | 1,156,687 | -10,844 | $29,114 | | META PLATFORMS INC |
59,193 |
-881 |
$28,743 | | META | 59,193 | -881 | $28,743 | | SELECT SECTOR SPDR TR (XLC) |
347,578 |
-209,547 |
$28,383 | | XLC | 347,578 | -209,547 | $28,383 | | CISCO SYS INC |
540,609 |
+18,727 |
$26,982 | | CSCO | 540,609 | +18,727 | $26,982 | | ALPHABET INC |
176,121 |
+2,727 |
$26,582 | | GOOGL | 176,121 | +2,727 | $26,582 | | AMGEN INC |
93,146 |
+1,715 |
$26,483 | | AMGN | 93,146 | +1,715 | $26,483 | | SCHWAB CHARLES CORP |
354,819 |
+7,197 |
$25,668 | | SCHW | 354,819 | +7,197 | $25,668 | | AMAZON COM INC |
141,608 |
+3,058 |
$25,543 | | AMZN | 141,608 | +3,058 | $25,543 | | ADVANCED MICRO DEVICES INC |
137,217 |
+453 |
$24,766 | | AMD | 137,217 | +453 | $24,766 | | PAYCHEX INC |
195,508 |
+6,557 |
$24,008 | | PAYX | 195,508 | +6,557 | $24,008 | | ACCENTURE PLC IRELAND |
64,649 |
+1,357 |
$22,408 | | ACN | 64,649 | +1,357 | $22,408 | | QUALCOMM INC |
132,339 |
+1,988 |
$22,405 | | QCOM | 132,339 | +1,988 | $22,405 | | RTX CORPORATION |
226,544 |
+8,207 |
$22,095 | | RTX | 226,544 | +8,207 | $22,095 | | SELECT SECTOR SPDR TR (XLE) |
231,729 |
-208,027 |
$21,878 | | XLE | 231,729 | -208,027 | $21,878 | | PRICE T ROWE GROUP INC |
178,592 |
+53,890 |
$21,774 | | TROW | 178,592 | +53,890 | $21,774 | | SELECT SECTOR SPDR TR (XLI) |
172,574 |
+59,345 |
$21,737 | | XLI | 172,574 | +59,345 | $21,737 | | REGIONS FINANCIAL CORP NEW |
1,009,593 |
+398,597 |
$21,242 | | RF | 1,009,593 | +398,597 | $21,242 | | CVS HEALTH CORP |
264,343 |
+8,514 |
$21,084 | | CVS | 264,343 | +8,514 | $21,084 | | BRISTOL MYERS SQUIBB CO |
380,641 |
+35,677 |
$20,642 | | BMY | 380,641 | +35,677 | $20,642 | | DISNEY WALT CO |
165,870 |
+155,178 |
$20,296 | | DIS | 165,870 | +155,178 | $20,296 | | APPLIED MATLS INC |
97,712 |
+715 |
$20,151 | | AMAT | 97,712 | +715 | $20,151 | | INTEL CORP |
453,803 |
-17,602 |
$20,044 | | INTC | 453,803 | -17,602 | $20,044 | | VISA INC |
66,331 |
+1,336 |
$18,512 | | V | 66,331 | +1,336 | $18,512 | | JPMORGAN CHASE & CO |
92,356 |
+1,113 |
$18,499 | | JPM | 92,356 | +1,113 | $18,499 | | ABBVIE INC |
100,241 |
+880 |
$18,254 | | ABBV | 100,241 | +880 | $18,254 | | UNITED PARCEL SERVICE INC |
122,162 |
+7,930 |
$18,157 | | UPS | 122,162 | +7,930 | $18,157 | | EOG RES INC |
141,805 |
+9,299 |
$18,128 | | EOG | 141,805 | +9,299 | $18,128 | | ROBERT HALF INC. |
225,508 |
+8,700 |
$17,878 | | RHI | 225,508 | +8,700 | $17,878 | | DOCUSIGN INC |
289,758 |
-1,742 |
$17,255 | | DOCU | 289,758 | -1,742 | $17,255 | | MEDTRONIC PLC |
195,195 |
+8,146 |
$17,011 | | MDT | 195,195 | +8,146 | $17,011 |
See Full List: All Stocks Held By Grimes & Company Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Grimes & Company Inc.
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