GRIMES & Co WEALTH MANAGEMENT, LLC Diversified Active

Location: Westborough, MA

CIK: 0001321993 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 6, 2014

Total Value: $382M (100.0% shares, 0.0% debt)

Holdings (166)

AAPL Apple Computer Inc. 3.1%
Value $11.71M Shares 116,247 Est. Cost $17.96 Unrealized +20.4%
INTC Intel Corporation 3.0%
Value $11.45M Shares 328,763 Est. Cost $17.30 Unrealized +48.8%
MSFT Microsoft Corporation 2.7%
Value $10.35M Shares 223,284 Est. Cost $26.94 Unrealized +39.8%
LYB LyondellBasell Industries NV 2.3%
Value $8.847M Shares 81,419 Est. Cost $34.63 Unrealized +71.0%
CSCO Cisco Systems Inc. 2.2%
Value $8.405M Shares 333,946 Est. Cost $15.35 Unrealized +15.3%
UNP Union Pacific Corporation 2.2%
Value $8.284M Shares 76,410 Est. Cost $68.35 Unrealized +17.5%
NVS Novartis AG 2.1%
Value $7.902M Shares 83,951 Est. Cost $72.00 Unrealized
NVO Novo Nordisk A/S (ADR) 2.0%
Value $7.708M Shares 161,863 Est. Cost $67.86 Unrealized
ACN Accenture Ltd 1.9%
Value $7.431M Shares 91,384 Est. Cost $63.64 Unrealized +3.9%
Nordstrom Inc. 1.9%
Value $7.225M Shares 105,670 Est. Cost $57.48 Unrealized
OXY Occidental Petroleum Corporati 1.9%
Value $7.155M Shares 74,413 Est. Cost $58.73 Unrealized +15.8%
BlackRock Inc. 1.9%
Value $7.153M Shares 21,785 Est. Cost $260.25 Unrealized
Symantec Corporation 1.9%
Value $7.142M Shares 303,785 Est. Cost $20.04 Unrealized
MCD McDonald's Corporation 1.8%
Value $6.878M Shares 72,545 Est. Cost $71.58 Unrealized -0.5%
TGT Target Corporation 1.7%
Value $6.436M Shares 102,672 Est. Cost $46.97 Unrealized -8.0%
TROW T. Rowe Price Group 1.7%
Value $6.325M Shares 80,682 Est. Cost $48.25 Unrealized +9.0%
Xilinx Inc. 1.6%
Value $6.279M Shares 148,270 Est. Cost $40.69 Unrealized
EMC Corporation 1.6%
Value $6.211M Shares 212,258 Est. Cost $23.83 Unrealized
XOM Exxon Mobil Corporation 1.6%
Value $6.066M Shares 64,502 Est. Cost $54.03 Unrealized +13.8%
UPS United Parcel Service Inc. 1.6%
Value $6.042M Shares 61,471 Est. Cost $65.72 Unrealized +1.0%
LVS Las Vegas Sands Corp 1.5%
Value $5.9M Shares 94,853 Est. Cost $54.12 Unrealized -8.9%
QCOM QUALCOMM Incorporated 1.5%
Value $5.721M Shares 76,508 Est. Cost $45.54 Unrealized +21.7%
WU Western Union 1.5%
Value $5.66M Shares 352,864 Est. Cost $17.08 Unrealized
SSL Sasol Limited 1.5%
Value $5.62M Shares 103,145 Est. Cost $44.91 Unrealized
ORCL Oracle Corporation 1.3%
Value $5.121M Shares 133,782 Est. Cost $27.66 Unrealized +23.7%
IBM International Business Machine 1.3%
Value $5.064M Shares 26,674 Est. Cost $118.30 Unrealized -3.4%
UNH UnitedHealth Group 1.3%
Value $4.924M Shares 57,092 Est. Cost $51.37 Unrealized +36.9%
SLB Schlumberger Limited 1.3%
Value $4.813M Shares 47,325 Est. Cost $64.72 Unrealized +22.8%
Medtronic Inc. 1.2%
Value $4.586M Shares 74,021 Est. Cost $51.84 Unrealized
CTSH Cognizant Technology Solutions 1.2%
Value $4.565M Shares 101,962 Est. Cost $37.24 Unrealized +12.0%
VZ Verizon Communications Inc. 1.2%
Value $4.563M Shares 91,275 Est. Cost $26.81 Unrealized +3.7%
BA Boeing Co 1.2%
Value $4.549M Shares 35,709 Est. Cost $81.83 Unrealized +33.5%
EBAY eBay Inc. 1.2%
Value $4.533M Shares 80,044 Est. Cost $19.40 Unrealized +2.0%
Direct TV COM CL A 1.2%
Value $4.398M Shares 50,828 Est. Cost $69.19 Unrealized
RHI Robert Half International Inc. 1.1%
Value $4.265M Shares 87,031 Est. Cost $35.39 Unrealized +40.0%
INFY Infosys Technologies Limited 1.1%
Value $4.183M Shares 69,156 Est. Cost $42.57 Unrealized
DLTR Dollar Tree Inc. 1.1%
Value $4.176M Shares 74,477 Est. Cost $49.12 Unrealized +12.2%
Express Scripts Inc 1.1%
Value $4.166M Shares 58,977 Est. Cost $70.23 Unrealized
AAP Advance Auto Parts Inc. 1.1%
Value $4.043M Shares 31,030 Est. Cost $72.09 Unrealized +58.9%
PetSmart Inc. 1.0%
Value $3.958M Shares 56,476 Est. Cost $68.67 Unrealized
Scripps Networks Interactive 1.0%
Value $3.931M Shares 50,345 Est. Cost $67.23 Unrealized
BEN Franklin Resources 1.0%
Value $3.886M Shares 71,162 Est. Cost $29.43 Unrealized +14.1%
DKS Dick's Sporting Goods Inc. 1.0%
Value $3.842M Shares 87,561 Est. Cost $36.36 Unrealized -8.3%
RMD ResMed Inc. 1.0%
Value $3.768M Shares 76,476 Est. Cost $40.02 Unrealized +10.0%
T AT&T Inc. Com 1.0%
Value $3.642M Shares 103,331 Est. Cost $11.19 Unrealized +6.3%
MPC Marathon Petroleum Corporation 1.0%
Value $3.641M Shares 42,999 Est. Cost $24.88 Unrealized +20.8%
TSM Taiwan Semiconductor Manufactu 0.9%
Value $3.577M Shares 177,260 Est. Cost $20.02 Unrealized
GNTX Gentex Corporation 0.9%
Value $3.523M Shares 131,607 Est. Cost $14.60 Unrealized -0.4%
Superior Energy Services Inc. 0.9%
Value $3.481M Shares 105,892 Est. Cost $26.38 Unrealized
General Electric Company 0.9%
Value $3.405M Shares 132,908 Est. Cost $23.42 Unrealized
NTAP Network Appliance Inc. 0.9%
Value $3.264M Shares 75,987 Est. Cost $27.09 Unrealized +11.3%
Tupperware Corporation 0.9%
Value $3.254M Shares 47,125 Est. Cost $78.35 Unrealized
National-Oilwell Varco Inc. 0.8%
Value $3.146M Shares 41,341 Est. Cost $71.38 Unrealized
HD Home Depot Inc. 0.8%
Value $3.012M Shares 32,834 Est. Cost $59.86 Unrealized +9.8%
JNJ Johnson & Johnson 0.8%
Value $2.986M Shares 28,015 Est. Cost $60.54 Unrealized +24.8%
HP Helmerich & Payne Inc. 0.8%
Value $2.979M Shares 30,433 Est. Cost $71.95 Unrealized +47.7%
ALB Albemarle Corp. 0.8%
Value $2.92M Shares 49,574 Est. Cost $54.91 Unrealized 0.0%
Google Inc. 0.7%
Value $2.79M Shares 4,740 Est. Cost $729.35 Unrealized
TM Toyota Motor Corporation 0.7%
Value $2.774M Shares 23,605 Est. Cost $113.42 Unrealized
TDC Teradata Corporation 0.7%
Value $2.686M Shares 64,064 Est. Cost $43.62 Unrealized -1.4%
TEVA Teva Pharmaceutical Industries 0.7%
Value $2.684M Shares 49,946 Est. Cost $39.72 Unrealized
Google 0.7%
Value $2.596M Shares 4,496 Est. Cost $577.40 Unrealized
Waddell & Reed Financial Inc. 0.6%
Value $2.294M Shares 44,371 Est. Cost $62.40 Unrealized
THG The Hanover Insurance Group In 0.6%
Value $2.168M Shares 35,301 Est. Cost $35.39 Unrealized +27.7%
ENSCO International Incorporat 0.6%
Value $2.157M Shares 52,221 Est. Cost $55.52 Unrealized
Berkshire Hathaway Inc. Cl B 0.6%
Value $2.14M Shares 15,491 Est. Cost $119.43 Unrealized
PG Procter & Gamble Company 0.6%
Value $2.135M Shares 25,498 Est. Cost $55.34 Unrealized +7.9%
GD General Dynamics Corporation 0.6%
Value $2.125M Shares 16,724 Est. Cost $56.69 Unrealized +67.7%
MMM 3M Company 0.5%
Value $2.06M Shares 14,539 Est. Cost $61.90 Unrealized +34.9%
NTT DoCoMo Inc. (ADR) 0.5%
Value $2.04M Shares 121,876 Est. Cost $15.84 Unrealized
CAG ConAgra Foods Inc. 0.5%
Value $2.008M Shares 60,782 Est. Cost $17.27 Unrealized -3.1%
PCAR PACCAR Inc 0.5%
Value $1.91M Shares 33,576 Est. Cost $26.73 Unrealized +1.3%
TD The Toronto-Dominion Bank (USA 0.5%
Value $1.812M Shares 36,682 Est. Cost $42.68 Unrealized +21.6%
PFE Pfizer Inc 0.4%
Value $1.514M Shares 51,202 Est. Cost $16.64 Unrealized +4.8%
PM Philip Morris International In 0.4%
Value $1.359M Shares 16,298 Est. Cost $48.79 Unrealized -1.8%
Allegion PLC 0.3%
Value $1.283M Shares 23,679 Est. Cost $56.09 Unrealized
USB U.S. Bancorp 0.3%
Value $1.225M Shares 29,286 Est. Cost $22.41 Unrealized +26.8%
DIS Walt Disney Company 0.3%
Value $1.116M Shares 12,530 Est. Cost $56.12 Unrealized +41.3%
PEP PepsiCo Inc. 0.3%
Value $1.111M Shares 11,934 Est. Cost $56.23 Unrealized +15.4%
MO Altria Group Inc 0.3%
Value $1.071M Shares 23,312 Est. Cost $17.20 Unrealized +20.2%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value $1.035M Shares 5 Est. Cost $165023.42 Unrealized +21.1%
CVX ChevronTexaco Corporation 0.3%
Value $1.033M Shares 8,653 Est. Cost $72.37 Unrealized +8.5%
BAC Bank of America Corp. 0.2%
Value $937K Shares 54,930 Est. Cost $10.42 Unrealized +20.6%
JPM J.P. Morgan Chase & Co. 0.2%
Value $915K Shares 15,191 Est. Cost $37.16 Unrealized +16.1%
AXP American Express Co 0.2%
Value $882K Shares 10,075 Est. Cost $60.26 Unrealized +26.9%
United Technologies Corporatio 0.2%
Value $801K Shares 7,589 Est. Cost $93.60 Unrealized
CL Colgate-Palmolive Company 0.2%
Value $779K Shares 11,938 Est. Cost $44.99 Unrealized +12.7%
KO Coca-Cola Company 0.2%
Value $741K Shares 17,378 Est. Cost $27.82 Unrealized +3.7%
Duke Energy Corporation 0.2%
Value $667K Shares 8,919 Est. Cost $69.06 Unrealized
TER Teradyne Inc. 0.2%
Value $662K Shares 34,135 Est. Cost $15.33 Unrealized +18.4%
AZN Astrazeneca PLC (ADR) 0.2%
Value $656K Shares 9,178 Est. Cost $48.12 Unrealized
D Dominion Resources Inc. 0.2%
Value $632K Shares 9,140 Est. Cost $34.69 Unrealized +22.9%
KMB Kimberly-Clark Corporation 0.2%
Value $584K Shares 5,424 Est. Cost $63.49 Unrealized +11.6%
CSX CSX Corporation 0.2%
Value $576K Shares 17,972 Est. Cost $6.72 Unrealized +28.3%
MFC Manulife Finl Corp 0.1%
Value $554K Shares 28,777 Est. Cost $15.43 Unrealized +30.4%
BIIB Biogen IDEC Inc. 0.1%
Value $522K Shares 1,577 Est. Cost $257.01 Unrealized +28.3%
ADP Automatic Data Processing Inc. 0.1%
Value $487K Shares 5,865 Est. Cost $52.86 Unrealized +6.5%
New York Community Bancorp Inc 0.1%
Value $474K Shares 29,856 Est. Cost $14.13 Unrealized
WMT Wal-Mart Stores Inc. 0.1%
Value $472K Shares 6,175 Est. Cost $20.00 Unrealized +1.5%
IDXX IDEXX Laboratories Inc. 0.1%
Value $448K Shares 3,800 Est. Cost $43.69 Unrealized +44.7%
SO Southern Company 0.1%
Value $439K Shares 10,056 Est. Cost $26.54 Unrealized +2.2%
BMY Bristol Myers Squibb 0.1%
Value $422K Shares 8,236 Est. Cost $34.56 Unrealized -1.0%
DLR Digital Realty Trust Inc. 0.1%
Value $422K Shares 6,767 Est. Cost $34.43 Unrealized +20.9%
Merck & Co. Inc. 0.1%
Value $416K Shares 7,027 Est. Cost $51.90 Unrealized
EPD Enterprise Products Partners L 0.1%
Value $399K Shares 9,892 Est. Cost $52.52 Unrealized
Raytheon Company 0.1%
Value $393K Shares 3,868 Est. Cost $92.16 Unrealized
GPC Genuine Parts Company 0.1%
Value $390K Shares 4,446 Est. Cost $54.12 Unrealized +15.7%
Eaton Vance Corp. 0.1%
Value $382K Shares 10,110 Est. Cost $37.71 Unrealized
NSRGY Nestle S.A. 0.1%
Value $376K Shares 5,118 Est. Cost $65.96 Unrealized
CMCSA Comcast Cl A 0.1%
Value $353K Shares 6,558 Est. Cost $15.96 Unrealized +32.7%
GLW Corning Incorporated 0.1%
Value $334K Shares 17,292 Est. Cost $14.64 Unrealized +5.7%
Royal Dutch Petroleum (ADR) 0.1%
Value $334K Shares 4,383 Est. Cost $67.02 Unrealized
Hudson Valley Holding Corp. Co 0.1%
Value $329K Shares 18,102 Est. Cost $16.99 Unrealized
Allete Inc. 0.1%
Value $328K Shares 7,400 Est. Cost $52.34 Unrealized
MDLZ Mondelez International Inc. 0.1%
Value $327K Shares 9,543 Est. Cost $28.30 Unrealized +0.1%
CAT Caterpillar Inc. 0.1%
Value $319K Shares 3,219 Est. Cost $62.53 Unrealized +26.8%
Northeast Utilities System 0.1%
Value $308K Shares 6,944 Est. Cost $42.08 Unrealized
CHKP Check Point Software Technolog 0.1%
Value $297K Shares 4,291 Est. Cost $48.11 Unrealized +41.5%
Kraft Foods Group Inc. 0.1%
Value $288K Shares 5,099 Est. Cost $59.91 Unrealized
WRB W.R. Berkley Corporation 0.1%
Value $287K Shares 6,000 Est. Cost $9.82 Unrealized +8.9%
BroadSoft Inc. 0.1%
Value $285K Shares 13,541 Est. Cost $27.62 Unrealized
HON Honeywell International Inc. 0.1%
Value $284K Shares 3,046 Est. Cost $64.73 Unrealized +3.7%
BAX Baxter International Inc. 0.1%
Value $270K Shares 3,767 Est. Cost $32.73 Unrealized +2.1%
NEE NextEra Energy Inc. 0.1%
Value $258K Shares 2,751 Est. Cost $14.33 Unrealized +25.1%
E. I. du Pont de Nemours and C 0.1%
Value $255K Shares 3,548 Est. Cost $53.09 Unrealized
DXPE DXP Enterprises Inc. 0.1%
Value $254K Shares 3,450 Est. Cost $100.62 Unrealized -24.5%
COP ConocoPhillips 0.1%
Value $245K Shares 3,209 Est. Cost $56.68 Unrealized 0.0%
PAYX Paychex Inc. 0.1%
Value $242K Shares 5,455 Est. Cost $27.27 Unrealized +9.1%
PEG Public Service Enterprise Grou 0.1%
Value $239K Shares 6,406 Est. Cost $21.50 Unrealized +15.2%
EXC Exelon Corporation 0.1%
Value $238K Shares 6,974 Est. Cost $13.80 Unrealized +13.3%
TXN Texas Instruments Incorporated 0.1%
Value $230K Shares 4,831 Est. Cost $26.93 Unrealized +30.5%
BP BP PLC 0.1%
Value $229K Shares 5,210 Est. Cost $42.11 Unrealized
SAM Boston Beer Company Inc. 0.1%
Value $225K Shares 1,013 Est. Cost $207.07 Unrealized +8.1%
NKE NIKE Inc. 0.1%
Value $225K Shares 2,517 Est. Cost $34.38 Unrealized 0.0%
Eaton 0.1%
Value $222K Shares 3,509 Est. Cost $76.09 Unrealized
MA Mastercard Incorporated 0.1%
Value $221K Shares 2,991 Est. Cost $72.02 Unrealized -1.3%
Maxim Integrated Products 0.1%
Value $218K Shares 7,208 Est. Cost $28.04 Unrealized
Johnson Controls Inc. 0.1%
Value $217K Shares 4,933 Est. Cost $50.02 Unrealized
TSLA Tesla Motors Inc. 0.1%
Value $216K Shares 891 Est. Cost $16.50 Unrealized 0.0%
AFL AFLAC Inc. 0.1%
Value $215K Shares 3,689 Est. Cost $20.46 Unrealized +13.6%
United Financial Bancorp 0.1%
Value $214K Shares 16,848 Est. Cost $14.75 Unrealized
PPG PPG Industries Inc. 0.1%
Value $214K Shares 1,085 Est. Cost $77.35 Unrealized +7.8%
DE Deere & Company 0.1%
Value $213K Shares 2,600 Est. Cost $68.07 Unrealized +1.9%
ED Consolidated Edison Inc. 0.1%
Value $213K Shares 3,753 Est. Cost $37.46 Unrealized 0.0%
AMAT Applied Materials Inc. 0.1%
Value $205K Shares 9,509 Est. Cost $17.58 Unrealized +9.0%
BK Bank New York Inc. 0.1%
Value $204K Shares 5,270 Est. Cost $29.42 Unrealized 0.0%
DNOW NOW Inc 0.1%
Value $203K Shares 6,666 Est. Cost $33.70 Unrealized -2.8%
Healthcare Trust of America In 0.1%
Value $197K Shares 16,957 Est. Cost $10.22 Unrealized
BSX Boston Scientific 0.0%
Value $183K Shares 15,525 Est. Cost $9.31 Unrealized +35.3%
F Ford Motor Company 0.0%
Value $179K Shares 12,111 Est. Cost $7.74 Unrealized +21.3%
Infinera Corporation 0.0%
Value $160K Shares 15,000 Est. Cost $9.55 Unrealized
American Realty Capital Proper 0.0%
Value $148K Shares 12,274 Est. Cost $14.01 Unrealized
Royal Bank of Scotland 0.0%
Value $147K Shares 12,324 Est. Cost $11.93 Unrealized
Sirius XM Radio Inc. 0.0%
Value $121K Shares 34,531 Est. Cost $3.20 Unrealized
Brookline Bancorp Inc. Del Com 0.0%
Value $103K Shares 12,050 Est. Cost $8.55 Unrealized
ORKLY Orkla ASA 0.0%
Value $94,000 Shares 10,430 Est. Cost $9.01 Unrealized
IGI Laboratories Inc. 0.0%
Value $93,000 Shares 10,000 Est. Cost $1.40 Unrealized
Zynga Inc. 0.0%
Value $68,000 Shares 25,000 Est. Cost $2.72 Unrealized
GLV Inc Cl A Sub Vtg 0.0%
Value $65,000 Shares 25,000 Est. Cost $3.32 Unrealized
Alcatel Lucent 0.0%
Value $52,000 Shares 17,042 Est. Cost $3.05 Unrealized
Curis Inc. 0.0%
Value $24,000 Shares 17,000 Est. Cost $3.18 Unrealized
Molycorp Inc. 0.0%
Value $18,000 Shares 15,166 Est. Cost $2.59 Unrealized
Quiksilver Inc. 0.0%
Value $17,000 Shares 10,000 Est. Cost $1.70 Unrealized
Cecil Bancorp Inc. 0.0%
Value $16,000 Shares 109,846 Est. Cost $0.39 Unrealized
HDVY Health Discovery Corp 0.0%
Value $16,000 Shares 663,192 Est. Cost $0.03 Unrealized -24.1%
Aethlon Medical Inc. 0.0%
Value $6,000 Shares 50,000 Est. Cost $0.16 Unrealized