Great Diamond Partners
Latest statistics and disclosures from Great Diamond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWV, VTI, IEFA, MSFT, VUG, and represent 23.07% of Great Diamond Partners's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$7.2M), IGV, CIBR, ETN, VIG, DELL, TDIV, ARES, HUBB, AFL.
- Started 21 new stock positions in DGX, GS, DEA, APTV, URI, FERG, FSLR, ADI, DELL, CSX. NOW, MMM, VB, CIBR, EQIX, BALL, CMG, IGV, CGW, SQ, GRID.
- Reduced shares in these 10 stocks: IJH, , GDX, HSY, DFS, GPC, NUE, PFG, , AAPL.
- Sold out of its positions in BABA, AMX, DFS, HSY, MUB, GNR, SCHP, XLU, TSCO, SMB. WST.
- Great Diamond Partners was a net seller of stock by $-783k.
- Great Diamond Partners has $406M in assets under management (AUM), dropping by 9.86%.
- Central Index Key (CIK): 0001801112
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Portfolio Holdings for Great Diamond Partners
Great Diamond Partners holds 230 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Russell 3000 Etf (IWV) | 6.1 | $25M | 91k | 273.74 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.6 | $23M | 96k | 237.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.1 | $21M | 292k | 70.35 |
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| Microsoft Corporation (MSFT) | 3.2 | $13M | -3% | 35k | 376.04 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.0 | $12M | 40k | 310.88 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.5 | $10M | 61k | 164.42 |
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| Ishares Tr Agency Bond Etf (AGZ) | 2.1 | $8.4M | +2% | 77k | 108.43 |
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| IDEXX Laboratories (IDXX) | 2.0 | $8.1M | 15k | 555.05 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $8.1M | +830% | 17k | 475.31 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $7.8M | 78k | 99.25 |
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| Ishares Core Msci Emkt (IEMG) | 1.7 | $7.0M | 139k | 50.58 |
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| First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 1.6 | $6.4M | 158k | 40.63 |
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| Apple (AAPL) | 1.6 | $6.3M | -11% | 33k | 192.53 |
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| Eli Lilly & Co. (LLY) | 1.4 | $5.8M | -2% | 10k | 582.92 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.4 | $5.5M | -2% | 47k | 117.13 |
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| First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 1.3 | $5.3M | -2% | 124k | 42.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $5.2M | 33k | 157.80 |
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| Kla Corp Com New (KLAC) | 1.3 | $5.1M | 8.8k | 581.30 |
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| Amgen (AMGN) | 1.1 | $4.4M | 15k | 288.02 |
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| Automatic Data Processing (ADP) | 1.1 | $4.3M | 18k | 232.97 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $4.2M | -4% | 12k | 350.91 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 1.0 | $4.1M | +18% | 64k | 64.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $4.0M | -54% | 15k | 277.15 |
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| Waste Management (WM) | 1.0 | $3.9M | 22k | 179.10 |
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| UnitedHealth (UNH) | 1.0 | $3.9M | 7.4k | 526.48 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $3.7M | +5% | 38k | 99.98 |
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| Home Depot (HD) | 0.9 | $3.7M | 11k | 346.54 |
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| Novo-nordisk A S Adr (NVO) | 0.8 | $3.4M | -2% | 33k | 103.45 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.8 | $3.3M | 133k | 25.09 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.8 | $3.3M | 134k | 24.91 |
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| NVIDIA Corporation (NVDA) | 0.8 | $3.2M | 6.5k | 495.22 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.8 | $3.1M | +20% | 26k | 118.92 |
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| ConocoPhillips (COP) | 0.7 | $3.0M | +2% | 26k | 116.07 |
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| Amazon (AMZN) | 0.7 | $3.0M | 20k | 151.94 |
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| Paychex (PAYX) | 0.7 | $3.0M | 25k | 119.11 |
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| Ameriprise Financial (AMP) | 0.7 | $3.0M | +3% | 7.8k | 379.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.0M | -10% | 21k | 139.69 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $2.9M | -10% | 56k | 51.27 |
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| McDonald's Corporation (MCD) | 0.7 | $2.9M | 9.8k | 296.50 |
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| Oracle Corporation (ORCL) | 0.7 | $2.9M | +2% | 27k | 105.43 |
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| Hubbell (HUBB) | 0.7 | $2.9M | +21% | 8.7k | 328.93 |
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| BlackRock (BLK) | 0.7 | $2.8M | 3.5k | 811.80 |
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| Procter & Gamble Company (PG) | 0.6 | $2.6M | -15% | 18k | 146.54 |
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| Abbott Laboratories (ABT) | 0.6 | $2.6M | 24k | 110.07 |
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| Eaton Corp SHS (ETN) | 0.6 | $2.6M | +98% | 11k | 240.82 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $2.6M | 29k | 89.06 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.6 | $2.6M | -3% | 103k | 25.14 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.6 | $2.5M | 120k | 21.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.4M | -2% | 17k | 140.93 |
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| Visa Com Cl A (V) | 0.6 | $2.4M | 9.1k | 260.36 |
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| Merck & Co (MRK) | 0.6 | $2.3M | 21k | 109.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $2.1M | 29k | 72.43 |
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| Meta Platforms Cl A (META) | 0.5 | $2.1M | -7% | 6.0k | 353.96 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $2.0M | 11k | 174.87 |
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| Unum (UNM) | 0.5 | $1.9M | +2% | 43k | 45.22 |
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| Broadcom (AVGO) | 0.5 | $1.9M | 1.7k | 1116.40 |
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| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.4 | $1.8M | 29k | 63.12 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $1.8M | -17% | 17k | 101.73 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.4 | $1.7M | 16k | 108.53 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.4 | $1.7M | 29k | 59.83 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.4 | $1.7M | 13k | 126.60 |
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| Nextera Energy (NEE) | 0.4 | $1.7M | -28% | 28k | 60.74 |
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| Abbvie (ABBV) | 0.4 | $1.7M | 11k | 154.97 |
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| Global X Fds Internet Of Thng (SNSR) | 0.4 | $1.7M | +22% | 47k | 35.31 |
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| Morgan Stanley Com New (MS) | 0.4 | $1.6M | -31% | 17k | 93.25 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $1.6M | 36k | 44.62 |
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| Illinois Tool Works (ITW) | 0.4 | $1.6M | 6.1k | 261.94 |
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| Ishares Tr Expanded Tech (IGV) | 0.4 | $1.6M | NEW | 3.9k | 405.64 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.6M | -12% | 9.2k | 170.46 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.6M | +197% | 9.1k | 170.40 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $1.5M | +6% | 64k | 23.93 |
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| Honeywell International (HON) | 0.4 | $1.5M | 7.3k | 209.71 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.5M | -2% | 3.3k | 453.24 |
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| Albemarle Corporation (ALB) | 0.4 | $1.4M | -2% | 9.9k | 144.48 |
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| Tesla Motors (TSLA) | 0.4 | $1.4M | -6% | 5.7k | 248.48 |
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| Boeing Company (BA) | 0.3 | $1.4M | 5.3k | 260.66 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $1.4M | NEW | 25k | 53.84 |
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| Netflix (NFLX) | 0.3 | $1.3M | +10% | 2.7k | 486.88 |
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| salesforce (CRM) | 0.3 | $1.2M | +2% | 4.7k | 263.14 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.2M | -3% | 11k | 108.25 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $1.1M | +3% | 25k | 45.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | 3.2k | 356.66 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $1.1M | -2% | 12k | 91.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.1M | +3% | 14k | 76.13 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.1M | -5% | 6.7k | 157.65 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $1.0M | +7% | 2.2k | 460.70 |
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| Walt Disney Company (DIS) | 0.3 | $1.0M | +9% | 11k | 90.29 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.0M | -27% | 6.4k | 156.73 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $997k | +7% | 36k | 27.69 |
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| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.2 | $995k | +6% | 19k | 51.26 |
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| Union Pacific Corporation (UNP) | 0.2 | $985k | +4% | 4.0k | 245.62 |
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| Devon Energy Corporation (DVN) | 0.2 | $983k | 22k | 45.30 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $974k | 2.3k | 426.51 |
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| AFLAC Incorporated (AFL) | 0.2 | $970k | +101% | 12k | 82.50 |
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| Microchip Technology (MCHP) | 0.2 | $947k | +9% | 11k | 90.18 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $926k | 5.4k | 170.10 |
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| Nucor Corporation (NUE) | 0.2 | $875k | -50% | 5.0k | 174.04 |
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| Lincoln Electric Holdings (LECO) | 0.2 | $856k | +6% | 3.9k | 217.46 |
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| Avery Dennison Corporation (AVY) | 0.2 | $849k | +3% | 4.2k | 202.16 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $836k | +11% | 1.6k | 530.79 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $835k | 17k | 50.23 |
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| Starbucks Corporation (SBUX) | 0.2 | $828k | 8.6k | 96.01 |
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| S&p Global (SPGI) | 0.2 | $807k | -12% | 1.8k | 440.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $805k | +2% | 2.0k | 409.52 |
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| Dell Technologies CL C (DELL) | 0.2 | $802k | NEW | 11k | 76.50 |
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| Gilead Sciences (GILD) | 0.2 | $788k | +10% | 9.7k | 81.01 |
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| Shell Spon Ads (SHEL) | 0.2 | $771k | +8% | 12k | 65.80 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $763k | 25k | 31.19 |
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| Coca-Cola Company (KO) | 0.2 | $759k | 13k | 58.93 |
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| Nike CL B (NKE) | 0.2 | $748k | +6% | 6.9k | 108.57 |
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| Monster Beverage Corp (MNST) | 0.2 | $742k | 13k | 57.61 |
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| Public Storage (PSA) | 0.2 | $742k | +9% | 2.4k | 305.00 |
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| Autodesk (ADSK) | 0.2 | $734k | 3.0k | 243.48 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $716k | 1.8k | 406.89 |
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| Principal Financial (PFG) | 0.2 | $703k | -54% | 8.9k | 78.67 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $673k | 20k | 34.01 |
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| Genuine Parts Company (GPC) | 0.2 | $666k | -60% | 4.8k | 138.50 |
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| Anthem (ELV) | 0.2 | $629k | -5% | 1.3k | 471.56 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $622k | 5.9k | 104.92 |
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| Chevron Corporation (CVX) | 0.2 | $621k | 4.2k | 149.15 |
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| Ecolab (ECL) | 0.1 | $601k | 3.0k | 198.35 |
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| Lamb Weston Hldgs (LW) | 0.1 | $586k | -9% | 5.4k | 108.09 |
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| TJX Companies (TJX) | 0.1 | $578k | 6.2k | 93.81 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $573k | 960.00 | 596.60 |
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| Intel Corporation (INTC) | 0.1 | $573k | +49% | 11k | 50.25 |
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| Cardinal Health (CAH) | 0.1 | $555k | +4% | 5.5k | 100.80 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $533k | -2% | 607.00 | 878.29 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $533k | 14k | 38.01 |
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| Shopify Cl A (SHOP) | 0.1 | $531k | -5% | 6.8k | 77.90 |
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| Travelers Companies (TRV) | 0.1 | $509k | 2.7k | 190.49 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $508k | 11k | 47.24 |
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| Linde SHS (LIN) | 0.1 | $506k | -7% | 1.2k | 410.71 |
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| Cisco Systems (CSCO) | 0.1 | $494k | -4% | 9.8k | 50.52 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $488k | 6.5k | 75.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $486k | 1.0k | 477.63 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $473k | -8% | 7.0k | 67.35 |
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| Bank of America Corporation (BAC) | 0.1 | $470k | 14k | 33.67 |
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| Pepsi (PEP) | 0.1 | $468k | -38% | 2.8k | 169.84 |
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| PNC Financial Services (PNC) | 0.1 | $452k | +7% | 2.9k | 154.85 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $447k | +15% | 590.00 | 756.92 |
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| Posco Holdings Sponsored Adr (PKX) | 0.1 | $445k | +19% | 4.7k | 95.11 |
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| Intuit (INTU) | 0.1 | $443k | 709.00 | 625.03 |
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| Servicenow (NOW) | 0.1 | $439k | NEW | 622.00 | 706.49 |
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| Qualcomm (QCOM) | 0.1 | $439k | -2% | 3.0k | 144.63 |
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| Lam Research Corporation (LRCX) | 0.1 | $424k | 541.00 | 783.49 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $405k | +8% | 1.8k | 229.68 |
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| Sherwin-Williams Company (SHW) | 0.1 | $395k | -7% | 1.3k | 311.90 |
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| Paypal Holdings (PYPL) | 0.1 | $392k | 6.4k | 61.41 |
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| Target Corporation (TGT) | 0.1 | $390k | 2.7k | 142.42 |
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| Yum! Brands (YUM) | 0.1 | $389k | 3.0k | 130.66 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $383k | 11k | 34.46 |
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| Expeditors International of Washington (EXPD) | 0.1 | $383k | 3.0k | 127.20 |
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| FactSet Research Systems (FDS) | 0.1 | $377k | 791.00 | 477.05 |
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| Costco Wholesale Corporation (COST) | 0.1 | $376k | -24% | 570.00 | 660.27 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $376k | -3% | 1.1k | 337.36 |
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| Trane Technologies SHS (TT) | 0.1 | $368k | -17% | 1.5k | 243.90 |
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| Lululemon Athletica (LULU) | 0.1 | $362k | 708.00 | 511.29 |
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| United Parcel Service CL B (UPS) | 0.1 | $362k | 2.3k | 157.23 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $361k | -4% | 3.5k | 104.00 |
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| Unilever Spon Adr New (UL) | 0.1 | $350k | 7.2k | 48.48 |
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| Medtronic SHS (MDT) | 0.1 | $348k | -18% | 4.2k | 82.38 |
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| Palo Alto Networks (PANW) | 0.1 | $344k | -12% | 1.2k | 294.88 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $344k | 3.4k | 100.97 |
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| Equinix (EQIX) | 0.1 | $342k | NEW | 424.00 | 805.39 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $341k | 1.3k | 253.69 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $336k | +3% | 12k | 29.06 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $332k | +7% | 8.5k | 39.03 |
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| American Water Works (AWK) | 0.1 | $328k | +21% | 2.5k | 131.99 |
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| International Business Machines (IBM) | 0.1 | $326k | +5% | 2.0k | 163.55 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $325k | -2% | 15k | 21.78 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $320k | -7% | 1.4k | 227.62 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $315k | 836.00 | 376.87 |
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| Illumina (ILMN) | 0.1 | $315k | +6% | 2.3k | 139.24 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $311k | 12k | 25.30 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $309k | -79% | 10k | 31.01 |
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| Lowe's Companies (LOW) | 0.1 | $308k | +12% | 1.4k | 222.55 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $302k | 5.9k | 50.74 |
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| Block Cl A (SQ) | 0.1 | $298k | NEW | 3.9k | 77.35 |
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| Quanta Services (PWR) | 0.1 | $294k | -3% | 1.4k | 215.80 |
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| Workday Cl A (WDAY) | 0.1 | $292k | 1.1k | 276.06 |
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| Iqvia Holdings (IQV) | 0.1 | $290k | 1.3k | 231.38 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $290k | +29% | 1.5k | 199.74 |
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| Stryker Corporation (SYK) | 0.1 | $290k | +2% | 968.00 | 299.46 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $288k | NEW | 126.00 | 2286.96 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $288k | 4.2k | 68.42 |
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| SEI Investments Company (SEIC) | 0.1 | $287k | 4.5k | 63.55 |
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| General Mills (GIS) | 0.1 | $286k | +12% | 4.4k | 65.14 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $286k | -39% | 3.4k | 84.13 |
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| PPG Industries (PPG) | 0.1 | $278k | 1.9k | 149.55 |
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| American Express Company (AXP) | 0.1 | $275k | 1.5k | 187.34 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $273k | 564.00 | 484.00 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $271k | -14% | 6.2k | 43.85 |
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| Colgate-Palmolive Company (CL) | 0.1 | $270k | 3.4k | 79.71 |
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| Wabtec Corporation (WAB) | 0.1 | $268k | 2.1k | 126.90 |
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| Copart (CPRT) | 0.1 | $267k | 5.4k | 49.00 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $266k | -10% | 2.9k | 91.39 |
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| At&t (T) | 0.1 | $265k | -38% | 16k | 16.78 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $259k | 2.7k | 94.24 |
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| Carrier Global Corporation (CARR) | 0.1 | $259k | 4.5k | 57.45 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $249k | 4.2k | 59.66 |
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| Aptiv SHS (APTV) | 0.1 | $246k | NEW | 2.7k | 89.72 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $244k | 7.6k | 32.06 |
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| Dupont De Nemours (DD) | 0.1 | $243k | -8% | 3.2k | 76.93 |
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| First Solar (FSLR) | 0.1 | $243k | NEW | 1.4k | 172.28 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $237k | 1.6k | 149.50 |
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| AvalonBay Communities (AVB) | 0.1 | $236k | 1.3k | 187.22 |
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| Phillips 66 (PSX) | 0.1 | $235k | 1.8k | 133.14 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $232k | -58% | 4.5k | 51.05 |
|
| Air Products & Chemicals (APD) | 0.1 | $232k | +13% | 846.00 | 273.80 |
|
| First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $230k | 2.4k | 94.80 |
|
|
| Dow (DOW) | 0.1 | $230k | -4% | 4.2k | 54.84 |
|
| Danaher Corporation (DHR) | 0.1 | $228k | -6% | 984.00 | 231.34 |
|
| Pfizer (PFE) | 0.1 | $227k | -4% | 7.9k | 28.79 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $224k | +9% | 4.4k | 51.31 |
|
| Tetra Tech (TTEK) | 0.1 | $224k | 1.3k | 166.93 |
|
|
| 3M Company (MMM) | 0.1 | $223k | NEW | 2.0k | 109.32 |
|
| Ferguson SHS (FERG) | 0.1 | $221k | NEW | 1.1k | 193.07 |
|
| Cigna Corp (CI) | 0.1 | $220k | -18% | 734.00 | 299.45 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $219k | -18% | 328.00 | 668.43 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $217k | NEW | 1.6k | 137.88 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $216k | NEW | 1.0k | 213.33 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $215k | NEW | 2.1k | 104.71 |
|
| Analog Devices (ADI) | 0.1 | $211k | NEW | 1.1k | 198.56 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $209k | NEW | 3.9k | 53.01 |
|
| Ball Corporation (BALL) | 0.1 | $207k | NEW | 3.6k | 57.52 |
|
| United Rentals (URI) | 0.1 | $206k | NEW | 360.00 | 573.42 |
|
| CSX Corporation (CSX) | 0.1 | $206k | NEW | 5.9k | 34.67 |
|
| Goldman Sachs (GS) | 0.1 | $204k | NEW | 528.00 | 385.77 |
|
| Easterly Government Properti reit (DEA) | 0.0 | $145k | NEW | 11k | 13.44 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $73k | +43% | 31k | 2.39 |
|
Past Filings by Great Diamond Partners
SEC 13F filings are viewable for Great Diamond Partners going back to 2019
- Great Diamond Partners 2023 Q4 filed Feb. 7, 2024
- Great Diamond Partners 2023 Q3 filed Oct. 19, 2023
- Great Diamond Partners 2023 Q2 filed July 17, 2023
- Great Diamond Partners 2023 Q1 filed May 4, 2023
- Great Diamond Partners 2022 Q4 filed Feb. 1, 2023
- Great Diamond Partners 2022 Q3 filed Oct. 24, 2022
- Great Diamond Partners 2022 Q2 filed July 26, 2022
- Great Diamond Partners 2022 Q1 filed May 5, 2022
- Great Diamond Partners 2021 Q4 filed Jan. 26, 2022
- Great Diamond Partners 2021 Q3 filed Oct. 21, 2021
- Great Diamond Partners 2021 Q2 filed July 26, 2021
- Great Diamond Partners 2021 Q1 filed May 4, 2021
- Great Diamond Partners 2020 Q4 filed Jan. 26, 2021
- Great Diamond Partners 2020 Q3 filed Oct. 19, 2020
- Great Diamond Partners 2020 Q2 filed Aug. 4, 2020
- Great Diamond Partners 2020 Q1 filed May 1, 2020