Portfolio (Quarterly)
Guide ↗
GRIMES & Co WEALTH MANAGEMENT, LLC
· CIK 0001321993| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AMT | AMERICAN TOWER CORP | Real Estate | 1,272 | $219K | 0.01% | SOLD |
| 22 | EA | ELECTRONIC ARTS INC | Communication Services | 1,043 | $213K | 0.01% | SOLD |
| 23 | GFL | GFL ENVIRONMENTAL INC | Industrials | 5,018 | $209K | 0.01% | SOLD |
| 24 | VSNT | VERSANT MEDIA GROUP INC | Industrials | 5,567 | $206K | 0.01% | SOLD |
| 25 | RING | ISHARES INC | — | 2,568 | $203K | 0.01% | SOLD |
| 26 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 6,732 | $202K | 0.01% | SOLD |
| 27 | CME | CME GROUP INC | Financial Services | 681 | $201K | 0.01% | SOLD |
| 28 | DMRC | DIGIMARC CORP NEW | Technology | 13,271 | $65K | 0.00% | SOLD |
Sector Allocation
Technology
41.9%
Healthcare
15.1%
Financial Services
12.8%
Industrials
8.2%
Communication Services
6.4%
Consumer Cyclical
5.1%
Consumer Defensive
4.6%
Energy
4.3%
Utilities
0.9%
Basic Materials
0.4%