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Institutional Investment Manager
GRIMES & Co WEALTH MANAGEMENT, LLC
GRIMES & Co WEALTH MANAGEMENT, LLC (CIK: 0001321993) incorporated in Delaware, located at One Technology Drive, Ste 100, Westborough, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 209 holdings with a total value of $740,473,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 INTEL CORP 331,933 11,436,000 1.54%
202 MICROSOFT CORP 217,354 12,059,000 1.63%
203 APPLE INC 116,387 12,251,000 1.65%
204 Van Eck 635,268 19,617,000 2.65%
205 ISHARES TR 156,444 32,051,000 4.33%
206 VANGUARD INDEX FDS 372,414 39,621,000 5.35%
207 ISHARES TR 389,108 41,160,000 5.56%
208 POWERSHARES ETF TRUST 528,277 45,870,000 6.19%
209 ISHARES TR 1,477,522 124,644,000 16.83%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001321993-16-000009, filed 2016.02.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.