Grimes & Company

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Robert Half International Inc.
RHI
$17.88M0.22225,508+4.01%+$689,736.840.58
DocuSign, Inc.
DOCU
$17.26M0.14289,758-0.6%-$103,736.100.56
Regions Financial Corporation
RF
$21.24M0.111.01M+65.24%+$8.39M0.69
T. Rowe Price Group, Inc.
TROW
$21.77M0.08178,592+43.22%+$6.57M0.71
Paychex, Inc.
PAYX
$24.01M0.05195,508+3.47%+$805,199.020.78
Agilent Technologies, Inc.
A
$16.36M0.04112,465+3.11%+$493,571.030.53
EOG Resources, Inc.
EOG
$18.13M0.03141,805+7.02%+$1.19M0.59
CVS Health Corporation
CVS
$21.08M0.02264,343+3.33%+$679,075.460.69
The Charles Schwab Corporation
SCHW
$25.67M0.02354,819+2.07%+$520,631.660.84
Bristol-Myers Squibb Company
BMY
$20.64M0.02380,641+10.34%+$1.93M0.67
Raytheon Technologies Corporation
RTX
$22.09M0.02226,544+3.76%+$800,427.570.72
Amgen Inc.
AMGN
$26.48M0.0293,146+1.88%+$487,607.990.86
Medtronic plc
MDT
$17.01M0.02195,195+4.36%+$709,924.520.55
United Parcel Service, Inc.
UPS
$18.16M0.01122,162+6.94%+$1.18M0.59
Cisco Systems, Inc.
CSCO
$26.98M0.01540,609+3.59%+$934,664.010.88
QUALCOMM Incorporated
QCOM
$22.41M0.01132,339+1.52%+$336,569.080.73
Applied Materials, Inc.
AMAT
$20.15M0.0197,712+0.74%+$147,453.900.66
Intel Corporation
INTC
$20.04M0.01453,803-3.73%-$777,479.780.65
Accenture plc
ACN
$22.41M0.0164,649+2.14%+$470,353.030.73
The Walt Disney Company
DIS
$20.3M0.01165,870+1,451.35%+$18.99M0.66
Advanced Micro Devices, Inc.
AMD
$24.77M0.01137,217+0.33%+$81,762.220.81
AbbVie Inc.
ABBV
$18.25M0.01100,241+0.89%+$160,247.320.59
Taiwan Semiconductor Manufacturing Company Limited
TSM
$34.01M0.01249,980+0.81%+$274,548.571.11
Johnson & Johnson
JNJ
$15.49M<0.0197,925+2.31%+$349,599.500.5
JPMorgan Chase & Co.
JPM
$18.5M<0.0192,356+1.22%+$222,934.010.6
Apple Inc.
AAPL
$76.48M<0.01446,017+9.48%+$6.62M2.49
Visa Inc.
V
$18.51M<0.0166,331+2.06%+$372,852.780.6
Microsoft Corporation
MSFT
$72.08M<0.01171,320+1.42%+$1.01M2.35
Meta Platforms, Inc.
META
$28.74M<0.0159,193-1.47%-$427,798.630.94
Amazon.com, Inc.
AMZN
$25.54M<0.01141,608+2.21%+$551,603.380.83
Alphabet Inc.
GOOGL
$26.58M<0.01176,121+1.57%+$411,586.320.87
Technology Select Sector SPDR Fund
XLK
$35.75M<0.01171,638-16.17%-$6.9M1.16
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$173M<0.014.07M+3.38%+$5.65M5.63
Industrial Select Sector SPDR Fund
XLI
$21.74M<0.01172,574+52.41%+$7.48M0.71
Energy Select Sector SPDR Fund
XLE
$21.88M<0.01231,729-47.3%-$19.64M0.71
iShares Russell 2000 ETF
IWM
$100.91M<0.01479,856-2.68%-$2.78M3.29
Communication Services Select Sector SPDR Fund
XLC
$28.38M<0.01347,578-37.61%-$17.11M0.92
Invesco S&P 500 Equal Weight ETF
RSP
$30.52M<0.01180,196-10.42%-$3.55M0.99
iShares Core S&P 500 ETF
IVV
$129.47M<0.01246,260-1.96%-$2.59M4.21
Vanguard Growth Index Fund
VUG
$45.94M<0.01133,481-3.74%-$1.78M1.5
Vanguard Consumer Discretionary Fund
VCR
$15.53M<0.0148,878-4.34%-$705,361.740.51
iShares Core MSCI Emerging Markets ETF
IEMG
$107.9M<0.012.09M-6.63%-$7.66M3.51
Invesco Senior Loan ETF
BKLN
$186.56M<0.018.82M+2.98%+$5.4M6.07
iShares Core MSCI EAFE ETF
IEFA
$280.91M<0.013.78M-1.06%-$3.02M9.14
Consumer Discretionary Select Sector SPDR Fund
XLY
$38.71M<0.01210,488+285.62%+$28.67M1.26
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
HYMB
$56.95M<0.012.22M-1.28%-$738,792.981.85
Health Care Select Sector SPDR Fund
XLV
$43.55M<0.01294,820+3.19%+$1.35M1.42
VanEck High Yield Muni ETF
HYD
$56.88M<0.011.09M-0.8%-$460,828.511.85
Consumer Staples Select Sector SPDR Fund
XLP
$50.17M<0.01657,010+32.37%+$12.27M1.63
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$174.61M<0.016.92M+3%+$5.08M5.68