Grimes & Company, Inc.
CIK Number: 0001321993
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior ... | 20.90 | -0.02% | 9.79M | +3.12% | 206.34M | 20.9 | 5.94% |
| 2 | SJNK | SPDR Bloomberg ... | 25.17 | -0.12% | 7.85M | +5.08% | 198.19M | 24.88 | 5.71% |
| 3 | SHYG | iShares 0-5 Yea... | 42.59 | -0.1% | 4.64M | +5.39% | 197.6M | 42.27 | 5.69% |
| 4 | VB | Vanguard Small ... | 230.11 | -0.97% | 702.12K | +4.05% | 168.71M | 233.59 | 4.86% |
| 5 | IEMG | iShares Core MS... | 57.92 | -1.25% | 2.83M | +2.22% | 147.65M | 51.13 | 4.25% |
| 6 | IVV | iShares Core S&... | 598.51 | -0.87% | 240.38K | +0.55% | 141.5M | 367.74 | 4.08% |
| 7 | JHML | John Hancock Mu... | 71.18 | -0.77% | 1.69M | -1.32% | 117.46M | 45.16 | 3.38% |
| 8 | AAPL | Apple Inc. | 195.57 | -1.44% | 438.29K | -10.12% | 109.76M | 63.49 | 3.16% |
| 9 | IWM | iShares Russell... | 208.41 | -1.12% | 452.96K | -1.81% | 100.09M | 186.42 | 2.88% |
| 10 | XLK | Technology Sele... | 241.22 | -0.75% | 385.57K | +4.62% | 89.65M | 197.57 | 2.58% |
| 11 | XLC | Communication S... | 103.40 | -0.9% | 784.55K | +2.87% | 75.95M | 75.19 | 2.19% |
| 12 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 168.56K | +0.24% | 71.05M | 83.61 | 2.05% |
| 13 | HYD | VanEck High Yie... | 49.88 | +0.23% | 1.19M | +4.44% | 61.73M | 51.67 | 1.78% |
| 14 | HYMB | SPDR Nuveen Blo... | 24.68 | +0.18% | 2.41M | +4.24% | 61.69M | 25.33 | 1.78% |
| 15 | VUG | Vanguard Growth... | 420.16 | -0.82% | 123.49K | -1.71% | 50.68M | 108.4 | 1.46% |
| 16 | XLY | Consumer Discre... | 210.37 | -1.71% | 194.98K | +1.27% | 43.74M | 179.86 | 1.26% |
| 17 | IEFA | iShares Core MS... | 80.91 | -1.24% | 509.78K | -86.67% | 35.83M | 66.58 | 1.03% |
| 18 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 178.16K | -0.47% | 35.18M | 48.46 | 1.01% |
| 19 | XLP | Consumer Staple... | 80.53 | -0.86% | 420.74K | +121.90% | 33.07M | 76.05 | 0.95% |
| 20 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 554.52K | +0.97% | 32.83M | 35.83 | 0.95% |
| 21 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 172.93K | -0.33% | 32.74M | 93 | 0.94% |
| 22 | PRF | Invesco FTSE RA... | 41.16 | -0.81% | 810.81K | -2.12% | 32.71M | 22.52 | 0.94% |
| 23 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 181.37K | +1.73% | 31.78M | 153.31 | 0.92% |
| 24 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 141.83K | +3.13% | 31.12M | 133.5 | 0.90% |
| 25 | META | Meta Platforms,... | 697.17 | -0.7% | 50.71K | -0.47% | 29.69M | 191.68 | 0.86% |
| 26 | HPE | Hewlett Packard... | 17.89 | -1.89% | 1.3M | +0.29% | 27.74M | 18.95 | 0.80% |
| 27 | RMIF | ETF Series Solu... | 24.77 | -0.04% | 1.09M | -2.41% | 27.44M | 25.19 | 0.79% |
| 28 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 168.94K | +1.98% | 25.95M | 98.65 | 0.75% |
| 29 | BMY | Bristol-Myers S... | 47.26 | -2.88% | 436K | -2.13% | 24.66M | 55.6 | 0.71% |
| 30 | PAYX | Paychex, Inc. | 152.43 | -0.81% | 172.98K | +0.64% | 24.26M | 104.59 | 0.70% |
| 31 | AMGN | Amgen Inc. | 290.07 | -1.86% | 92.26K | +0.83% | 24.05M | 206.96 | 0.69% |
| 32 | ACN | Accenture plc | 312.02 | -0.73% | 65.5K | +1.19% | 23.04M | 134.34 | 0.66% |
| 33 | DOCU | DocuSign, Inc. | 74.86 | -1.08% | 254.62K | -5.78% | 22.9M | 42.28 | 0.66% |
| 34 | XLE | Energy Select S... | 88.69 | +0.97% | 266.21K | -26.57% | 22.8M | 85.18 | 0.66% |
| 35 | RF | Regions Financi... | 21.52 | -0.71% | 962.9K | +1.73% | 22.65M | 20.93 | 0.65% |
| 36 | LULU | Lululemon Athle... | 235.13 | -2.55% | 58.72K | -1.24% | 22.46M | 273.35 | 0.65% |
| 37 | TROW | T. Rowe Price G... | 91.54 | -1.79% | 191.1K | +2.57% | 21.61M | 117.58 | 0.62% |
| 38 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 89.51K | -0.05% | 21.46M | 118.63 | 0.62% |
| 39 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 62.03K | -0.9% | 20.74M | 256.39 | 0.60% |
| 40 | XLI | Industrial Sele... | 142.54 | -0.76% | 150.84K | -34.72% | 19.88M | 135.44 | 0.57% |
| 41 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 83.36K | -0.89% | 19.33M | 40.17 | 0.56% |
| 42 | KMB | Kimberly-Clark ... | 128.88 | -1.37% | 140.54K | +2.54% | 18.42M | 128.11 | 0.53% |
| 43 | DIS | The Walt Disney... | 118.14 | -1.12% | 163.77K | -0.47% | 18.24M | 119.76 | 0.53% |
| 44 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 102.25K | +0.63% | 18.17M | 100.92 | 0.52% |
| 45 | EOG | EOG Resources, ... | 124.66 | +1.20% | 147.95K | +2.30% | 18.14M | 77.01 | 0.52% |
| 46 | RHI | Robert Half Int... | 42.22 | -2.34% | 256.89K | -1.87% | 18.1M | 61.91 | 0.52% |
| 47 | V | Visa Inc. | 357.69 | +0.62% | 55.96K | -0.09% | 17.69M | 181.13 | 0.51% |
| 48 | ZM | Zoom Video Comm... | 77.87 | +0.01% | 211.25K | -2.43% | 17.24M | 65.82 | 0.50% |
| 49 | GILD | Gilead Sciences... | 108.12 | -2.45% | 179.43K | +0.86% | 16.57M | 69.14 | 0.48% |
| 50 | UPS | United Parcel S... | 99.72 | -1.36% | 128.43K | -9.36% | 16.2M | 126.71 | 0.47% |
| 51 | IJR | iShares Core S&... | 105.81 | -1.09% | 136.21K | -1.1% | 15.69M | 82.27 | 0.45% |
| 52 | VCR | Vanguard Consum... | 350.86 | -1.68% | 41.49K | +7.35% | 15.57M | 309.4 | 0.45% |
| 53 | MDT | Medtronic plc | 86.20 | -1.96% | 191.63K | -1.66% | 15.31M | 92.78 | 0.44% |
| 54 | AMD | Advanced Micro ... | 127.15 | +0.60% | 125.19K | -1.29% | 15.12M | 108.79 | 0.44% |
| 55 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 102.41K | +1.65% | 14.81M | 132.56 | 0.43% |
| 56 | XLB | Materials Selec... | 87.25 | -0.99% | 165.44K | +220.82% | 13.92M | 86.69 | 0.40% |
| 57 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 71.17K | -0.44% | 13.55M | 91.05 | 0.39% |
| 58 | ETN | Eaton Corporati... | 330.42 | -2.25% | 39.27K | +0.98% | 13.03M | 132.48 | 0.38% |
| 59 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 22.23K | +0.24% | 13.03M | 323.55 | 0.38% |
| 60 | HSY | The Hershey Com... | 168.92 | -0.87% | 75.11K | -17.67% | 12.72M | 174.32 | 0.37% |
| 61 | INCY | Incyte Corporat... | 68.81 | -3.38% | 183.83K | -0.05% | 12.7M | 63.2 | 0.37% |
| 62 | AGG | iShares Core U.... | 98.08 | +0.33% | 131K | +38.84% | 12.69M | 103.23 | 0.37% |
| 63 | A | Agilent Technol... | 116.07 | -2.48% | 93.39K | +0.05% | 12.55M | 121.4 | 0.36% |
| 64 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 106.44K | -8.55% | 12.47M | 70.68 | 0.36% |
| 65 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 533.65K | +225.56% | 12.37M | 15.61 | 0.36% |
| 66 | BAC | Bank of America... | 44.23 | -0.41% | 278.9K | +0.16% | 12.26M | 27.81 | 0.35% |
| 67 | AMAT | Applied Materia... | 174.19 | -1.34% | 74.93K | +0.75% | 12.19M | 98.78 | 0.35% |
| 68 | PYPL | PayPal Holdings... | 70.64 | -2.23% | 141.37K | +0.34% | 12.07M | 81.03 | 0.35% |
| 69 | FFIV | F5, Inc. | 288.47 | -0.64% | 47.37K | +0.04% | 11.91M | 146.52 | 0.34% |
| 70 | AXP | American Expres... | 292.69 | -0.52% | 40.12K | -1.42% | 11.91M | 143.8 | 0.34% |
| 71 | CTSH | Cognizant Techn... | 79.70 | -0.56% | 151.28K | +0.28% | 11.63M | 65.73 | 0.34% |
| 72 | GGG | Graco Inc. | 83.55 | -1.74% | 137.7K | +2.92% | 11.61M | 87.42 | 0.33% |
| 73 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 22.82K | +1.04% | 11.55M | 151.72 | 0.33% |
| 74 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 72.67K | +1.42% | 11.05M | 150.4 | 0.32% |
| 75 | IJH | iShares Core S&... | 60.20 | -0.88% | 170.05K | +4.47% | 10.6M | 33.33 | 0.31% |
| 76 | VZ | Verizon Communi... | 41.85 | -1.52% | 250.97K | -3.78% | 10.04M | 46.3 | 0.29% |
| 77 | CVX | Chevron Corpora... | 148.85 | +1.93% | 62.1K | +4.21% | 9M | 123.54 | 0.26% |
| 78 | NVO | Novo Nordisk A/... | 74.37 | -3.44% | 103.68K | -2.13% | 8.92M | 28.57 | 0.26% |
| 79 | SLB | Schlumberger Li... | 36.11 | +0.56% | 226.54K | -4.89% | 8.69M | 28.99 | 0.25% |
| 80 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 77.63K | +10.02% | 8.35M | 88.59 | 0.24% |
| 81 | XLV | Health Care Sel... | 133.47 | -1.65% | 59.38K | -72.62% | 8.17M | 120.89 | 0.24% |
| 82 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 17.66K | +5.22% | 8.01M | 260.44 | 0.23% |
| 83 | DFAE | Dimensional Eme... | 28.20 | -1.28% | 312.06K | +22.29% | 7.92M | 25 | 0.23% |
| 84 | SPDW | SPDR Portfolio ... | 39.95 | -1.27% | 230.54K | -4.4% | 7.87M | 29.84 | 0.23% |
| 85 | NKE | NIKE, Inc. | 59.99 | -3.08% | 102.84K | -29.79% | 7.78M | 94.89 | 0.22% |
| 86 | LMT | Lockheed Martin... | 478.69 | +2.49% | 15.98K | +4.64% | 7.76M | 403.2 | 0.22% |
| 87 | ALB | Albemarle Corpo... | 59.78 | -1.94% | 89.67K | -22.07% | 7.72M | 131.97 | 0.22% |
| 88 | NXPI | NXP Semiconduct... | 212.97 | -2.1% | 36.77K | +5.68% | 7.64M | 238.28 | 0.22% |
| 89 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 14.39K | +502.09% | 7.49M | 498.14 | 0.22% |
| 90 | EFA | iShares MSCI EA... | 86.94 | -1.25% | 98.66K | -3.8% | 7.46M | 67.86 | 0.21% |
| 91 | CMCSA | Comcast Corpora... | 34.53 | -1.65% | 194.21K | -1.44% | 7.29M | 39.92 | 0.21% |
| 92 | ADBE | Adobe Inc. | 382.68 | -4.74% | 15.33K | -3.54% | 6.82M | 369.16 | 0.20% |
| 93 | ABT | Abbott Laborato... | 132.22 | -1.34% | 58.12K | +0.31% | 6.57M | 70.64 | 0.19% |
| 94 | MKC | McCormick & Com... | 72.92 | -1.28% | 84.54K | +3.52% | 6.45M | 70.26 | 0.19% |
| 95 | MA | Mastercard Inco... | 569.23 | +0.10% | 11.73K | +0.51% | 6.17M | 289.08 | 0.18% |
| 96 | STZ | Constellation B... | 160.43 | -1.46% | 27.6K | +100.00% | 6.1M | 221 | 0.18% |
| 97 | PG | The Procter & G... | 158.46 | -1.5% | 33.15K | +1.48% | 5.56M | 110.5 | 0.16% |
| 98 | SCHF | Schwab Internat... | 21.61 | -1.35% | 296.72K | +67.16% | 5.49M | 16.68 | 0.16% |
| 99 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 9.53K | -0.68% | 5.13M | 366.99 | 0.15% |
| 100 | RTX | RTX Corporation | 148.49 | +1.39% | 43.64K | -2.15% | 5.05M | 69.4 | 0.15% |
| 101 | TPL | Texas Pacific L... | 1086.48 | -0.6% | 4.4K | -1.1% | 4.86M | 546.81 | 0.14% |
| 102 | VEA | Vanguard Develo... | 55.73 | -1.28% | 99.74K | -30.89% | 4.77M | 43.71 | 0.14% |
| 103 | GSK | GSK plc | 39.72 | -1.9% | 139.88K | +100.00% | 4.73M | 33.82 | 0.14% |
| 104 | JHMM | John Hancock Mu... | 59.38 | -0.94% | 78.35K | +0.33% | 4.68M | 30.05 | 0.13% |
| 105 | AVLC | American Centur... | 68.64 | -0.87% | 68.01K | +610.38% | 4.59M | 67.33 | 0.13% |
| 106 | LEA | Lear Corporatio... | 90.68 | -2.05% | 46.9K | -22.24% | 4.44M | 132.92 | 0.13% |
| 107 | TXN | Texas Instrumen... | 197.70 | -0.76% | 22.85K | +2.94% | 4.28M | 159.44 | 0.12% |
| 108 | VBK | Vanguard Small ... | 268.41 | -0.83% | 15.18K | +0.24% | 4.25M | 201.36 | 0.12% |
| 109 | HYG | iShares iBoxx $... | 79.44 | -0.1% | 53.76K | +5.69% | 4.23M | 76.49 | 0.12% |
| 110 | BIIB | Biogen Inc. | 126.62 | -3.37% | 25.61K | -46.04% | 3.92M | 239.24 | 0.11% |
| 111 | SUSA | iShares MSCI US... | 122.43 | -0.95% | 29.89K | -0.4% | 3.63M | 80.99 | 0.10% |
| 112 | SPSM | SPDR Portfolio ... | 41.43 | -1.11% | 78.74K | +1.56% | 3.54M | 29.99 | 0.10% |
| 113 | IBM | International B... | 283.06 | +0.44% | 15.99K | +0.41% | 3.51M | 171.34 | 0.10% |
| 114 | VDC | Vanguard Consum... | 217.62 | -0.78% | 16.57K | +100.00% | 3.5M | 211.38 | 0.10% |
| 115 | MCD | McDonald's Corp... | 292.33 | -1.33% | 12.04K | -0.61% | 3.49M | 124.93 | 0.10% |
| 116 | IBB | iShares Biotech... | 125.34 | -1.96% | 26.18K | +100.00% | 3.46M | 132.21 | 0.10% |
| 117 | IYK | iShares US Cons... | 69.89 | -0.87% | 49.29K | +100.00% | 3.23M | 65.59 | 0.09% |
| 118 | BINC | Blackrock Etf T... | 52.38 | +0.05% | 62.14K | +100.00% | 3.23M | 52.02 | 0.09% |
| 119 | LLY | Eli Lilly and C... | 791.46 | -2% | 4.15K | +1.94% | 3.21M | 259.39 | 0.09% |
| 120 | DIA | SPDR Dow Jones ... | 423.07 | -0.75% | 7.46K | +1.66% | 3.18M | 339.73 | 0.09% |
| 121 | SPEM | SPDR Portfolio ... | 41.95 | -1.2% | 82.15K | -1.08% | 3.15M | 34.69 | 0.09% |
| 122 | TXT | Textron Inc. | 76.94 | -0.38% | 76.35K | +0.04% | 3.13M | 70.43 | 0.09% |
| 123 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 5.98K | -5.73% | 3.06M | 292.95 | 0.09% |
| 124 | IEO | iShares U.S. Oi... | 93.49 | +1.06% | 33.32K | +0.29% | 2.99M | 36.41 | 0.09% |
| 125 | SYK | Stryker Corpora... | 373.25 | -1.02% | 8.28K | +0.46% | 2.98M | 217.75 | 0.09% |
| 126 | SBUX | Starbucks Corpo... | 91.60 | -2.01% | 31.71K | -8.76% | 2.89M | 88.26 | 0.08% |
| 127 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 64.91K | +0.25% | 2.86M | 38.06 | 0.08% |
| 128 | VTI | Vanguard Total ... | 293.93 | -0.86% | 9.7K | +23.64% | 2.81M | 230.22 | 0.08% |
| 129 | JIRE | JPMorgan Intern... | 68.80 | -1.53% | 48.03K | +985.05% | 2.81M | 59.2 | 0.08% |
| 130 | IWN | iShares Russell... | 152.58 | -1.05% | 16.91K | +0.80% | 2.78M | 133.55 | 0.08% |
| 131 | BRK-A | Berkshire Hatha... | 725910.01 | -1.36% | 4 | 0.00% | 2.72M | 247694.5 | 0.08% |
| 132 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 6.72K | -8.16% | 2.71M | 157.03 | 0.08% |
| 133 | LRGF | iShares U.S. Eq... | 61.66 | -0.75% | 43.91K | -7.72% | 2.65M | 39.01 | 0.08% |
| 134 | SCHW | The Charles Sch... | 88.94 | -0.03% | 35.38K | -8% | 2.62M | 55.65 | 0.08% |
| 135 | IWF | iShares Russell... | 406.54 | -0.88% | 6.41K | -12.13% | 2.57M | 189 | 0.07% |
| 136 | HD | The Home Depot,... | 348.70 | -1.37% | 6.59K | +2.92% | 2.56M | 215.66 | 0.07% |
| 137 | PFE | Pfizer Inc. | 24.00 | -1.64% | 93.83K | -4.18% | 2.49M | 30.94 | 0.07% |
| 138 | EEM | iShares MSCI Em... | 46.62 | -1.3% | 58.81K | -0.01% | 2.46M | 40.39 | 0.07% |
| 139 | LIT | Global X Lithiu... | 36.60 | -1.32% | 60.03K | +100.00% | 2.45M | 40.78 | 0.07% |
| 140 | ITW | Illinois Tool W... | 241.08 | -1.38% | 9.46K | +0.34% | 2.4M | 173.82 | 0.07% |
| 141 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 14.52K | +0.42% | 2.35M | 119.4 | 0.07% |
| 142 | GE | General Electri... | 235.63 | -0.38% | 13.98K | +0.57% | 2.33M | 66.42 | 0.07% |
| 143 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 32.38K | +2.21% | 2.27M | 50.45 | 0.07% |
| 144 | GS | The Goldman Sac... | 624.29 | -0.57% | 3.93K | +0.87% | 2.25M | 257.45 | 0.06% |
| 145 | SCHE | Schwab Emerging... | 29.38 | -1.26% | 83.1K | +4.31% | 2.21M | 26.22 | 0.06% |
| 146 | IYT | iShares Transpo... | 65.01 | -1.75% | 32.7K | +100.00% | 2.21M | 67.57 | 0.06% |
| 147 | MRK | Merck & Co., In... | 78.33 | -3.25% | 21.66K | +1.60% | 2.15M | 84.27 | 0.06% |
| 148 | VYM | Vanguard High D... | 130.07 | -0.9% | 16.77K | +0.78% | 2.14M | 96.51 | 0.06% |
| 149 | VIG | Vanguard Divide... | 199.44 | -0.85% | 10.77K | -1.06% | 2.11M | 106.19 | 0.06% |
| 150 | GBTC | Grayscale Bitco... | 82.53 | -3.65% | 27.86K | -24.03% | 2.06M | 61.31 | 0.06% |