CIK 1321993
GRIMES & Co WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
460
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | 5K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 2K | $500K+ | SH |
| VFH | VANGUARD WORLD FD | 5K | $500K+ | SH |
| MUNI | PIMCO ETF TR | 13K | $500K+ | SH |
| XBI | SPDR SERIES TRUST | 6K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| D | DOMINION ENERGY INC | 11K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 3K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 12K | $500K+ | SH |
| MCK | MCKESSON CORP | 751 | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 999 | $500K+ | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| SKIN | THE BEAUTY HEALTH COMPANY | 407K | $500K+ | SH |
| SUB | ISHARES TR | 5K | $500K+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 12K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| FISV | FISERV INC | 8K | $500K+ | SH |
| IWP | ISHARES TR | 4K | $500K+ | SH |
| ESGU | ISHARES TR | 4K | $500K+ | SH |
| ACWX | ISHARES TR | 8K | $500K+ | SH |
| SMHX | VANECK ETF TRUST | 14K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 16K | $500K+ | SH |
| NVS | NOVARTIS AG | 4K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP | 3K | $500K+ | SH |
| PJP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| EQT | EQT CORP | 9K | $100K–$500K | SH |
| SOXQ | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| ECL | ECOLAB INC | 2K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 3K | $100K–$500K | SH |
| EBC | EASTERN BANKSHARES INC | 26K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 5K | $100K–$500K | SH |
| IHF | ISHARES TR | 10K | $100K–$500K | SH |
| MET | METLIFE INC | 6K | $100K–$500K | SH |
| IYE | ISHARES TR | 10K | $100K–$500K | SH |
| LIN | LINDE PLC | 1K | $100K–$500K | SH |
| COR | CENCORA INC | 1K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| NYF | ISHARES TR | 8K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 2K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 3K | $100K–$500K | SH |
| BIZD | VANECK ETF TRUST | 30K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 5K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 754 | $100K–$500K | SH |
| FLDR | FIDELITY MERRIMACK STR TR | 8K | $100K–$500K | SH |
| FFIV | F5 INC | 2K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |