StockDriftsStockDriftsTop 50 GRIMES & Co WEALTH MANAGEMENT, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 8.97% | 3.58M | $323.9M | +0.07%(+2.63K) | $74.91(+29.68%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 8.27% | 1.14M | $298.8M | +2.81%(+31.19K) | $236.78(+20.65%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.87% | 2.52M | $175.8M | -0.99%(-25.19K) | $52.42(+56.54%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 4.76% | 6.89M | $172.1M | +0.32%(+22.25K) | $24.96(+0.27%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.4% | 243.4K | $159.0M | -5.28%(-13.56K) | $344.90(+116.22%) | 2026-03-31 | |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 3.37% | 1.56M | $121.8M | -1.70%(-26.96K) | $44.60(+95.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.98% | 424.4K | $107.7M | +0.64%(+2.71K) | $85.03(+251.50%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.66% | 723.4K | $96.1M | -33.77%(-368.79K) | $107.32(+64.79%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 1.97% | 640.6K | $71.0M | +19.47%(+104.42K) | $92.79(+25.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.79% | 174.3K | $64.5M | +1.09%(+1.87K) | $101.88(+297.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.30% | +27.04% |
| Top 20 Holdings Unweighted | +11.24% | +37.66% |
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