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 | $17,011 |
See Full List: All Stocks Held By Grimes & Company Inc.
— Including:
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See Details: Top 10 Stocks Held By Grimes & Company Inc.
Size ($ 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 |