Great Diamond Partners
Latest statistics and disclosures from Great Diamond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IWV, IEFA, SPY, VUG, and represent 21.85% of Great Diamond Partners's stock portfolio.
- Added to shares of these 10 stocks: AVEM (+$9.0M), B, VOO, AU, NEM, IBDT, NFLX, IBDS, GLW, JEPQ.
- Started 17 new stock positions in FAUG, BIL, IBDX, B, NEM, UL, AME, AVEM, ROK, FITB. IBDW, BATT, IBDV, HLT, JEPQ, HSIC, PBW.
- Reduced shares in these 10 stocks: IEFA (-$9.4M), T, TMUS, AMP, ARES, , IWV, VTI, EBAY, ADP.
- Sold out of its positions in BX, CPRT, DD, FIW, FAN, AJG, MDLZ, PFE, PWR, SJM. Unilever, VZ, DON, SPOT, NXPI.
- Great Diamond Partners was a net buyer of stock by $747k.
- Great Diamond Partners has $520M in assets under management (AUM), dropping by 0.80%.
- Central Index Key (CIK): 0001801112
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Portfolio Holdings for Great Diamond Partners
Great Diamond Partners holds 227 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.5 | $29M | -3% | 86k | 335.27 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 5.5 | $29M | -3% | 74k | 386.85 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.0 | $26M | -26% | 289k | 89.46 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $16M | -2% | 23k | 681.92 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.8 | $15M | -3% | 30k | 487.86 |
|
| Microsoft Corporation (MSFT) | 2.8 | $14M | 30k | 483.62 |
|
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.4 | $13M | -2% | 61k | 209.12 |
|
| Procter & Gamble Company (PG) | 2.2 | $11M | 79k | 143.31 |
|
|
| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 1.9 | $9.9M | +4% | 481k | 20.70 |
|
| IDEXX Laboratories (IDXX) | 1.9 | $9.7M | -4% | 14k | 676.53 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $9.0M | NEW | 116k | 77.02 |
|
| Apple (AAPL) | 1.5 | $7.7M | 28k | 271.86 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 1.4 | $7.1M | 64k | 110.25 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $6.9M | -3% | 37k | 186.50 |
|
| Broadcom (AVGO) | 1.3 | $6.9M | 20k | 346.10 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.3 | $6.8M | +5% | 256k | 26.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $6.2M | -3% | 20k | 313.00 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $6.0M | 51k | 119.35 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 1.1 | $6.0M | -4% | 105k | 56.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $5.7M | 30k | 191.56 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $5.6M | 85k | 66.00 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.1M | 16k | 313.80 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.9 | $4.8M | +35% | 188k | 25.45 |
|
| Oracle Corporation (ORCL) | 0.9 | $4.7M | 24k | 194.91 |
|
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| Waste Management (WM) | 0.9 | $4.5M | 21k | 219.71 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.9 | $4.4M | -3% | 46k | 96.84 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $4.4M | -2% | 4.1k | 1074.68 |
|
| Amazon (AMZN) | 0.8 | $4.1M | -2% | 18k | 230.82 |
|
| Williams-Sonoma (WSM) | 0.7 | $3.9M | 22k | 178.59 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $3.8M | +161% | 6.1k | 627.13 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.8M | 32k | 120.34 |
|
|
| Cardinal Health (CAH) | 0.7 | $3.7M | +2% | 18k | 205.50 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.7 | $3.7M | +46% | 152k | 24.28 |
|
| Welltower Inc Com reit (WELL) | 0.7 | $3.6M | 20k | 185.61 |
|
|
| Eaton Corp SHS (ETN) | 0.7 | $3.6M | 11k | 318.51 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.7 | $3.5M | +34% | 143k | 24.23 |
|
| Parker-Hannifin Corporation (PH) | 0.7 | $3.5M | 3.9k | 878.96 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.7 | $3.4M | +118% | 40k | 85.28 |
|
| Amgen (AMGN) | 0.7 | $3.4M | 10k | 327.31 |
|
|
| Automatic Data Processing (ADP) | 0.6 | $3.2M | -16% | 13k | 257.23 |
|
| Bank of New York Mellon Corporation (BK) | 0.6 | $3.1M | +4% | 27k | 116.09 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $3.0M | 31k | 96.28 |
|
|
| Blackrock (BLK) | 0.6 | $3.0M | 2.8k | 1070.34 |
|
|
| Home Depot (HD) | 0.6 | $3.0M | -2% | 8.6k | 344.09 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $2.9M | +2% | 54k | 53.88 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.9M | 8.9k | 322.22 |
|
|
| Unum (UNM) | 0.5 | $2.9M | 37k | 77.50 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $2.8M | +3% | 133k | 21.00 |
|
| Abbott Laboratories (ABT) | 0.5 | $2.8M | 22k | 125.29 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $2.8M | 13k | 214.69 |
|
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.5 | $2.7M | 15k | 179.37 |
|
|
| Tapestry (TPR) | 0.5 | $2.7M | 21k | 127.77 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.5 | $2.7M | -29% | 17k | 161.63 |
|
| Paychex (PAYX) | 0.5 | $2.7M | 24k | 112.18 |
|
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| Kla Corp Com New (KLAC) | 0.5 | $2.7M | 2.2k | 1215.08 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.6M | -7% | 9.9k | 268.30 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $2.6M | -17% | 31k | 85.77 |
|
| Spdr Series Trust State Street Spd (SJNK) | 0.5 | $2.6M | -4% | 103k | 25.32 |
|
| AFLAC Incorporated (AFL) | 0.5 | $2.6M | 24k | 110.27 |
|
|
| Global X Fds Social Med Etf (SOCL) | 0.5 | $2.6M | +10% | 46k | 55.21 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.5 | $2.6M | 40k | 64.79 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.5 | $2.5M | +9% | 36k | 71.45 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.5 | $2.5M | +6% | 20k | 130.08 |
|
| Nextera Energy (NEE) | 0.5 | $2.5M | 31k | 80.28 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.5 | $2.5M | 23k | 105.69 |
|
|
| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.5 | $2.4M | 27k | 92.59 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.5 | $2.4M | NEW | 55k | 43.55 |
|
| Vaneck Etf Trust Retail Etf (RTH) | 0.5 | $2.4M | 9.5k | 249.50 |
|
|
| Morgan Stanley Com New (MS) | 0.5 | $2.3M | 13k | 177.53 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $2.3M | +6% | 24k | 95.22 |
|
| Abbvie (ABBV) | 0.4 | $2.3M | 9.9k | 228.49 |
|
|
| Visa Com Cl A (V) | 0.4 | $2.2M | 6.4k | 350.73 |
|
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.4 | $2.2M | +7% | 43k | 51.26 |
|
| Garmin SHS (GRMN) | 0.4 | $2.2M | 11k | 202.85 |
|
|
| Ameriprise Financial (AMP) | 0.4 | $2.1M | -38% | 4.3k | 490.34 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.1M | -5% | 3.2k | 660.09 |
|
| Williams Companies (WMB) | 0.4 | $2.1M | 35k | 60.11 |
|
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| Ryder System (R) | 0.4 | $2.1M | 11k | 191.39 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.1M | -2% | 17k | 120.18 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.0M | -5% | 18k | 111.41 |
|
| TJX Companies (TJX) | 0.4 | $2.0M | 13k | 153.61 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.9M | 6.2k | 303.89 |
|
|
| Tesla Motors (TSLA) | 0.3 | $1.7M | -8% | 3.7k | 449.72 |
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| International Business Machines (IBM) | 0.3 | $1.6M | +2% | 5.5k | 296.21 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.5M | 19k | 79.73 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 3.0k | 502.65 |
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| Intuit (INTU) | 0.3 | $1.5M | 2.3k | 662.42 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.5M | +9% | 10k | 143.52 |
|
| ConocoPhillips (COP) | 0.3 | $1.4M | -3% | 15k | 93.61 |
|
| Corning Incorporated (GLW) | 0.3 | $1.4M | +384% | 16k | 87.56 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $1.4M | +2% | 11k | 128.83 |
|
| American Express Company (AXP) | 0.3 | $1.4M | 3.7k | 369.95 |
|
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| Netflix (NFLX) | 0.3 | $1.4M | +849% | 14k | 93.76 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $1.3M | NEW | 13k | 99.85 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.3M | 2.2k | 614.30 |
|
|
| Evercore Class A (EVR) | 0.3 | $1.3M | +5% | 3.9k | 340.25 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.3M | 9.6k | 135.14 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.2 | $1.3M | +139% | 55k | 23.41 |
|
| Chevron Corporation (CVX) | 0.2 | $1.2M | 8.2k | 152.41 |
|
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| Ecolab (ECL) | 0.2 | $1.2M | 4.7k | 262.52 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 5.9k | 206.93 |
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| Cisco Systems (CSCO) | 0.2 | $1.2M | -2% | 16k | 77.03 |
|
| Illinois Tool Works (ITW) | 0.2 | $1.2M | -2% | 4.9k | 246.30 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | -4% | 5.4k | 219.78 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.2M | -21% | 26k | 44.41 |
|
| Linde SHS (LIN) | 0.2 | $1.1M | +2% | 2.6k | 426.39 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $1.1M | 18k | 59.28 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.0M | 2.2k | 483.67 |
|
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| EQT Corporation (EQT) | 0.2 | $1.0M | +14% | 19k | 53.60 |
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| Shell Spon Ads (SHEL) | 0.2 | $1.0M | -2% | 14k | 73.48 |
|
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.2 | $1.0M | -4% | 20k | 51.60 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | -2% | 1.8k | 570.88 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.0M | +14% | 3.5k | 290.22 |
|
| Palo Alto Networks (PANW) | 0.2 | $989k | -2% | 5.4k | 184.20 |
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| Stryker Corporation (SYK) | 0.2 | $985k | -2% | 2.8k | 351.47 |
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| Paccar (PCAR) | 0.2 | $980k | 8.9k | 109.51 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $976k | -3% | 10k | 94.16 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $973k | -5% | 26k | 37.87 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $964k | NEW | 17k | 58.12 |
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| Merck & Co (MRK) | 0.2 | $908k | -6% | 8.6k | 105.26 |
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| Honeywell International (HON) | 0.2 | $879k | -2% | 4.5k | 195.09 |
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| Qualcomm (QCOM) | 0.2 | $877k | -3% | 5.1k | 171.05 |
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| Coca-Cola Company (KO) | 0.2 | $876k | 13k | 69.91 |
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| Bank of America Corporation (BAC) | 0.2 | $870k | 16k | 55.00 |
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| Waters Corporation (WAT) | 0.2 | $847k | -2% | 2.2k | 379.83 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $836k | -3% | 16k | 52.88 |
|
| Boeing Company (BA) | 0.2 | $815k | -5% | 3.8k | 217.12 |
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| Pepsi (PEP) | 0.2 | $805k | 5.6k | 143.52 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $764k | 9.1k | 83.75 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $756k | 15k | 50.88 |
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| salesforce (CRM) | 0.1 | $752k | -3% | 2.8k | 264.91 |
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| Danaher Corporation (DHR) | 0.1 | $721k | 3.1k | 228.92 |
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| Roper Industries (ROP) | 0.1 | $718k | 1.6k | 445.13 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $698k | -8% | 4.7k | 148.98 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $672k | -6% | 3.9k | 173.49 |
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| At&t (T) | 0.1 | $670k | -75% | 27k | 24.84 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $665k | 3.9k | 171.18 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $659k | +12% | 9.8k | 67.22 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $658k | +9% | 3.6k | 183.40 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $653k | 1.1k | 605.01 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $642k | +3% | 1.4k | 453.36 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $635k | -10% | 3.9k | 160.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $625k | 6.5k | 96.03 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $610k | -15% | 9.5k | 64.42 |
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| McDonald's Corporation (MCD) | 0.1 | $598k | 2.0k | 305.58 |
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| Emerson Electric (EMR) | 0.1 | $592k | 4.5k | 132.72 |
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| Unilever Spon Adr New (UL) | 0.1 | $586k | NEW | 9.0k | 65.40 |
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| Carrier Global Corporation (CARR) | 0.1 | $581k | 11k | 52.84 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $573k | -7% | 6.0k | 95.09 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $572k | -11% | 7.0k | 81.17 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $570k | -7% | 12k | 45.98 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $555k | NEW | 6.1k | 91.38 |
|
| Walt Disney Company (DIS) | 0.1 | $549k | -12% | 4.8k | 113.78 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $544k | -4% | 938.00 | 579.45 |
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| Union Pacific Corporation (UNP) | 0.1 | $539k | -9% | 2.3k | 231.32 |
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| Ge Aerospace Com New (GE) | 0.1 | $532k | 1.7k | 308.03 |
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| Caterpillar (CAT) | 0.1 | $524k | 915.00 | 572.87 |
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| Intercontinental Exchange (ICE) | 0.1 | $511k | -4% | 3.2k | 161.96 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $502k | +46% | 22k | 22.47 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $502k | NEW | 23k | 22.07 |
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| Medtronic SHS (MDT) | 0.1 | $483k | 5.0k | 96.06 |
|
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| Mettler-Toledo International (MTD) | 0.1 | $481k | 345.00 | 1394.19 |
|
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| Goldman Sachs (GS) | 0.1 | $466k | +2% | 530.00 | 879.00 |
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| Monster Beverage Corp (MNST) | 0.1 | $449k | -5% | 5.9k | 76.67 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $440k | 9.2k | 47.79 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $440k | 642.00 | 684.94 |
|
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $430k | +63% | 19k | 22.88 |
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| Starbucks Corporation (SBUX) | 0.1 | $422k | -4% | 5.0k | 84.21 |
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| Metropcs Communications (TMUS) | 0.1 | $406k | -80% | 2.0k | 203.04 |
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| American Tower Reit (AMT) | 0.1 | $396k | -3% | 2.3k | 175.57 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $394k | +62% | 18k | 22.36 |
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| Costco Wholesale Corporation (COST) | 0.1 | $392k | -6% | 455.00 | 862.34 |
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| Astrazeneca Sponsored Adr | 0.1 | $392k | 4.3k | 91.93 |
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| eBay (EBAY) | 0.1 | $389k | -63% | 4.5k | 87.10 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $387k | -3% | 362.00 | 1069.86 |
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| Autodesk (ADSK) | 0.1 | $382k | -5% | 1.3k | 296.01 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $382k | 674.00 | 566.36 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $381k | -6% | 494.00 | 771.87 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $378k | 1.5k | 257.95 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $378k | +14% | 14k | 27.26 |
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| Howmet Aerospace (HWM) | 0.1 | $378k | +20% | 1.8k | 205.02 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $377k | +22% | 17k | 21.95 |
|
| Hologic (HOLX) | 0.1 | $372k | -18% | 5.0k | 74.49 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $371k | -22% | 1.1k | 324.03 |
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| American Electric Power Company (AEP) | 0.1 | $365k | 3.2k | 115.31 |
|
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| S&p Global (SPGI) | 0.1 | $362k | 692.00 | 522.67 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $352k | -3% | 2.6k | 137.87 |
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| SLB Com Stk (SLB) | 0.1 | $323k | 8.4k | 38.38 |
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| Xylem (XYL) | 0.1 | $319k | 2.3k | 136.18 |
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| Nike CL B (NKE) | 0.1 | $315k | 4.9k | 63.71 |
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| Lowe's Companies (LOW) | 0.1 | $313k | 1.3k | 241.16 |
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| Fiserv (FI) | 0.1 | $307k | -36% | 4.6k | 67.17 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $306k | NEW | 15k | 21.15 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $303k | -9% | 6.9k | 44.17 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $303k | 765.00 | 396.31 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $301k | 3.4k | 87.35 |
|
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| AutoZone (AZO) | 0.1 | $295k | -4% | 87.00 | 3391.51 |
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| PNC Financial Services (PNC) | 0.1 | $291k | -7% | 1.4k | 208.73 |
|
| Packaging Corporation of America (PKG) | 0.1 | $288k | -53% | 1.4k | 206.23 |
|
| Ge Vernova (GEV) | 0.1 | $285k | -9% | 436.00 | 653.57 |
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| Servicenow (NOW) | 0.1 | $272k | +364% | 1.8k | 153.19 |
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| Deere & Company (DE) | 0.1 | $270k | 580.00 | 465.57 |
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| Booking Holdings (BKNG) | 0.1 | $262k | +22% | 49.00 | 5355.33 |
|
| Norfolk Southern (NSC) | 0.0 | $259k | +3% | 896.00 | 288.72 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $256k | -9% | 1.7k | 153.02 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $251k | 3.0k | 83.61 |
|
|
| Amplify Etf Tr Amplify Lithium (BATT) | 0.0 | $248k | NEW | 18k | 13.80 |
|
| Corteva (CTVA) | 0.0 | $245k | 3.6k | 67.03 |
|
|
| Southern Company (SO) | 0.0 | $244k | -2% | 2.8k | 87.20 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $244k | 507.00 | 480.23 |
|
|
| Xcel Energy (XEL) | 0.0 | $243k | -4% | 3.3k | 73.86 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $232k | -5% | 3.7k | 63.01 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $229k | NEW | 9.0k | 25.53 |
|
| Phillips 66 (PSX) | 0.0 | $228k | 1.8k | 129.04 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $227k | -6% | 2.4k | 95.35 |
|
| Tyler Technologies (TYL) | 0.0 | $225k | 495.00 | 453.95 |
|
|
| Yum! Brands (YUM) | 0.0 | $218k | -3% | 1.4k | 151.28 |
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $216k | NEW | 7.1k | 30.54 |
|
| Rockwell Automation (ROK) | 0.0 | $215k | NEW | 552.00 | 389.07 |
|
| Henry Schein (HSIC) | 0.0 | $215k | NEW | 2.8k | 75.58 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $213k | NEW | 741.00 | 287.25 |
|
| 3M Company (MMM) | 0.0 | $211k | 1.3k | 160.10 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.0 | $204k | NEW | 3.9k | 52.95 |
|
| Fifth Third Ban (FITB) | 0.0 | $204k | NEW | 4.4k | 46.81 |
|
| Ametek (AME) | 0.0 | $202k | NEW | 982.00 | 205.31 |
|
| Kinder Morgan (KMI) | 0.0 | $201k | 7.3k | 27.49 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $68k | 13k | 5.30 |
|
Past Filings by Great Diamond Partners
SEC 13F filings are viewable for Great Diamond Partners going back to 2019
- Great Diamond Partners 2025 Q4 filed Feb. 6, 2026
- Great Diamond Partners 2025 Q3 filed Oct. 20, 2025
- Great Diamond Partners 2025 Q2 filed Aug. 13, 2025
- Great Diamond Partners 2025 Q1 filed May 13, 2025
- Great Diamond Partners 2024 Q4 filed Jan. 23, 2025
- Great Diamond Partners 2024 Q3 filed Oct. 25, 2024
- Great Diamond Partners 2024 Q2 filed July 29, 2024
- Great Diamond Partners 2024 Q1 filed May 8, 2024
- 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