Great Diamond Partners
Latest statistics and disclosures from Great Diamond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, IWV, VTI, SPY, MSFT, and represent 23.97% of Great Diamond Partners's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$9.7M), PYLD (+$6.5M), SOCL, TPR, NEE, EBAY, IBDS, VTI, AGGH, IBDU.
- Started 17 new stock positions in PFE, GLW, IBTI, NXPI, IBDU, PYLD, SOCL, BX, EBAY, TPR. AJG, NEE, IBTH, IBTG, KMI, FAN, IBTJ.
- Reduced shares in these 10 stocks: FTGC (-$7.8M), MLPX, APO, AGZ, VUG, IBDR, ORCL, ERIC, IWV, GDX.
- Sold out of its positions in AWK, APO, CL, EQIX, ERIC, FTGC, MLPX, HLT, LPLA, MKC. HSIC, TRV, UPS, UNH, VTEB, WAB, TT.
- Great Diamond Partners was a net buyer of stock by $13M.
- Great Diamond Partners has $516M in assets under management (AUM), dropping by 8.90%.
- Central Index Key (CIK): 0001801112
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Portfolio Holdings for Great Diamond Partners
Great Diamond Partners holds 225 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 6.7 | $34M | +39% | 394k | 87.31 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 5.6 | $29M | -2% | 77k | 378.94 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.6 | $29M | +3% | 89k | 328.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $16M | 24k | 666.18 |
|
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| Microsoft Corporation (MSFT) | 3.0 | $16M | 30k | 517.96 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 2.9 | $15M | -7% | 31k | 479.61 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.5 | $13M | 62k | 209.34 |
|
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| Procter & Gamble Company (PG) | 2.4 | $12M | 80k | 153.65 |
|
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| IDEXX Laboratories (IDXX) | 1.9 | $9.6M | 15k | 638.89 |
|
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| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 1.9 | $9.5M | +9% | 461k | 20.71 |
|
| Apple (AAPL) | 1.4 | $7.3M | 29k | 254.63 |
|
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| NVIDIA Corporation (NVDA) | 1.4 | $7.2M | -2% | 39k | 186.58 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 1.4 | $7.0M | -18% | 64k | 110.37 |
|
| Oracle Corporation (ORCL) | 1.3 | $6.8M | -11% | 24k | 281.24 |
|
| Broadcom (AVGO) | 1.3 | $6.7M | -5% | 20k | 329.91 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.3 | $6.5M | NEW | 243k | 26.84 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 1.2 | $6.1M | 111k | 55.15 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $6.0M | +5% | 50k | 119.51 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $5.8M | 30k | 189.70 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $5.6M | +4% | 85k | 65.26 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $4.9M | 20k | 243.10 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.9 | $4.7M | -2% | 47k | 98.59 |
|
| Waste Management (WM) | 0.9 | $4.5M | +10% | 20k | 220.83 |
|
| Automatic Data Processing (ADP) | 0.9 | $4.4M | 15k | 293.50 |
|
|
| Eaton Corp SHS (ETN) | 0.8 | $4.3M | +6% | 12k | 374.25 |
|
| Williams-Sonoma (WSM) | 0.8 | $4.2M | 22k | 195.45 |
|
|
| Amazon (AMZN) | 0.8 | $4.0M | 18k | 219.57 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.0M | 16k | 243.55 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.7 | $3.8M | 24k | 159.89 |
|
|
| Home Depot (HD) | 0.7 | $3.6M | 8.8k | 405.22 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.6M | 32k | 112.75 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.7 | $3.5M | 139k | 25.52 |
|
|
| Welltower Inc Com reit (WELL) | 0.7 | $3.5M | +15% | 20k | 178.14 |
|
| Ameriprise Financial (AMP) | 0.7 | $3.5M | +3% | 7.0k | 491.25 |
|
| Blackrock (BLK) | 0.6 | $3.2M | 2.8k | 1165.87 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $3.2M | 4.2k | 763.00 |
|
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| At&t (T) | 0.6 | $3.1M | +2% | 109k | 28.24 |
|
| Paychex (PAYX) | 0.6 | $3.0M | 24k | 126.76 |
|
|
| Abbott Laboratories (ABT) | 0.6 | $3.0M | 23k | 133.94 |
|
|
| Parker-Hannifin Corporation (PH) | 0.6 | $3.0M | 4.0k | 758.15 |
|
|
| Amgen (AMGN) | 0.6 | $3.0M | 11k | 282.20 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $2.9M | +5% | 31k | 95.19 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $2.9M | -13% | 37k | 76.40 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $2.8M | +6% | 53k | 54.09 |
|
| Unum (UNM) | 0.6 | $2.8M | +2% | 37k | 77.78 |
|
| Bank of New York Mellon Corporation (BK) | 0.5 | $2.8M | +3% | 26k | 108.96 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.8M | 8.9k | 315.43 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.5 | $2.8M | 39k | 70.24 |
|
|
| Cardinal Health (CAH) | 0.5 | $2.8M | +4% | 18k | 156.96 |
|
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.5 | $2.8M | +6% | 108k | 25.60 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $2.7M | 13k | 209.26 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $2.7M | +7% | 129k | 20.93 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.5 | $2.7M | 15k | 176.88 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.5 | $2.7M | 23k | 115.01 |
|
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| Garmin SHS (GRMN) | 0.5 | $2.6M | 11k | 246.22 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.6M | -5% | 11k | 246.60 |
|
| AFLAC Incorporated (AFL) | 0.5 | $2.6M | 23k | 111.70 |
|
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.5 | $2.6M | -28% | 107k | 24.30 |
|
| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.5 | $2.5M | 27k | 95.60 |
|
|
| Global X Fds Social Med Etf (SOCL) | 0.5 | $2.5M | NEW | 42k | 60.75 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $2.5M | +64% | 104k | 24.34 |
|
| Meta Platforms Cl A (META) | 0.5 | $2.5M | 3.4k | 734.38 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.5 | $2.5M | 18k | 134.42 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.5 | $2.5M | 32k | 76.01 |
|
|
| Metropcs Communications (TMUS) | 0.5 | $2.5M | +2% | 10k | 239.38 |
|
| Tapestry (TPR) | 0.5 | $2.4M | NEW | 21k | 113.22 |
|
| Kla Corp Com New (KLAC) | 0.5 | $2.4M | 2.2k | 1078.60 |
|
|
| Nextera Energy (NEE) | 0.5 | $2.4M | NEW | 31k | 75.49 |
|
| Vaneck Etf Trust Retail Etf (RTH) | 0.5 | $2.4M | 9.4k | 250.90 |
|
|
| Abbvie (ABBV) | 0.4 | $2.3M | 9.8k | 231.54 |
|
|
| Williams Companies (WMB) | 0.4 | $2.2M | +5% | 35k | 63.35 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $2.2M | +14% | 23k | 95.15 |
|
| Visa Com Cl A (V) | 0.4 | $2.2M | 6.3k | 341.40 |
|
|
| Morgan Stanley Com New (MS) | 0.4 | $2.1M | 13k | 158.96 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.1M | +2% | 18k | 118.83 |
|
| Ryder System (R) | 0.4 | $2.1M | 11k | 188.64 |
|
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.4 | $2.0M | +8% | 40k | 51.50 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.0M | 19k | 103.06 |
|
|
| TJX Companies (TJX) | 0.4 | $1.9M | 13k | 144.54 |
|
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| Netflix (NFLX) | 0.4 | $1.8M | 1.5k | 1198.92 |
|
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| Tesla Motors (TSLA) | 0.3 | $1.8M | 4.0k | 444.72 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.8M | 6.3k | 279.29 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.6M | +4% | 20k | 79.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 3.0k | 502.74 |
|
|
| International Business Machines (IBM) | 0.3 | $1.5M | +8% | 5.4k | 282.16 |
|
| Intuit (INTU) | 0.3 | $1.5M | +16% | 2.2k | 682.91 |
|
| ConocoPhillips (COP) | 0.3 | $1.5M | 16k | 94.59 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.4M | 2.4k | 612.38 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $1.4M | +36% | 33k | 42.79 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $1.3M | +2% | 11k | 125.95 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | +25% | 9.4k | 140.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.3M | 2.2k | 600.39 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $1.3M | 5.0k | 260.76 |
|
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| Ecolab (ECL) | 0.3 | $1.3M | 4.7k | 273.86 |
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| Anglogold Ashanti Com Shs (AU) | 0.3 | $1.3M | +6% | 18k | 70.33 |
|
| American Express Company (AXP) | 0.2 | $1.3M | 3.8k | 332.16 |
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| Chevron Corporation (CVX) | 0.2 | $1.3M | +4% | 8.1k | 155.29 |
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| Evercore Class A (EVR) | 0.2 | $1.2M | 3.7k | 337.32 |
|
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| Linde SHS (LIN) | 0.2 | $1.2M | -2% | 2.6k | 475.00 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | -3% | 5.6k | 215.79 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $1.2M | 9.7k | 123.75 |
|
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| Palo Alto Networks (PANW) | 0.2 | $1.1M | 5.5k | 203.62 |
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| eBay (EBAY) | 0.2 | $1.1M | NEW | 12k | 90.95 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 6.0k | 185.44 |
|
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| Cisco Systems (CSCO) | 0.2 | $1.1M | +6% | 16k | 68.42 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $1.1M | -3% | 21k | 52.30 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | -2% | 2.2k | 499.21 |
|
| Stryker Corporation (SYK) | 0.2 | $1.1M | 2.9k | 369.67 |
|
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $1.0M | -7% | 27k | 38.29 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | -3% | 1.8k | 568.81 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $1.0M | 18k | 57.52 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.0M | -3% | 11k | 95.14 |
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| Shell Spon Ads (SHEL) | 0.2 | $1.0M | 14k | 71.53 |
|
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| Wisdomtree Tr Itl High Div Fd (DTH) | 0.2 | $1.0M | -3% | 21k | 49.15 |
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| Honeywell International (HON) | 0.2 | $974k | 4.6k | 210.50 |
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| Fiserv (FI) | 0.2 | $931k | +2% | 7.2k | 128.93 |
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| EQT Corporation (EQT) | 0.2 | $914k | +51% | 17k | 54.43 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $894k | +23% | 3.0k | 293.74 |
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| Qualcomm (QCOM) | 0.2 | $886k | 5.3k | 166.36 |
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| Paccar (PCAR) | 0.2 | $879k | 8.9k | 98.32 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $868k | -6% | 16k | 53.03 |
|
| Boeing Company (BA) | 0.2 | $854k | 4.0k | 215.83 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $832k | +4% | 15k | 55.49 |
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| Coca-Cola Company (KO) | 0.2 | $831k | 13k | 66.32 |
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| Bank of America Corporation (BAC) | 0.2 | $813k | +29% | 16k | 51.59 |
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| Roper Industries (ROP) | 0.2 | $806k | 1.6k | 498.69 |
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| Pepsi (PEP) | 0.2 | $802k | 5.7k | 140.44 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $780k | +12% | 9.3k | 84.11 |
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| Merck & Co (MRK) | 0.2 | $777k | 9.3k | 83.93 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $764k | 4.2k | 183.73 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $748k | +3% | 5.1k | 145.60 |
|
| salesforce (CRM) | 0.1 | $697k | -11% | 2.9k | 237.00 |
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| Waters Corporation (WAT) | 0.1 | $685k | 2.3k | 299.81 |
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| Carrier Global Corporation (CARR) | 0.1 | $657k | 11k | 59.70 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $657k | -2% | 4.4k | 148.61 |
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| Packaging Corporation of America (PKG) | 0.1 | $653k | +5% | 3.0k | 217.93 |
|
| Walt Disney Company (DIS) | 0.1 | $630k | 5.5k | 114.51 |
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| Danaher Corporation (DHR) | 0.1 | $625k | 3.2k | 198.26 |
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| Unilever Spon Adr New (UL) | 0.1 | $625k | -8% | 11k | 59.28 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $618k | +8% | 6.6k | 93.37 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $606k | +3% | 13k | 45.08 |
|
| Union Pacific Corporation (UNP) | 0.1 | $606k | -7% | 2.6k | 236.37 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $606k | +4% | 6.5k | 92.98 |
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| Emerson Electric (EMR) | 0.1 | $588k | 4.5k | 131.18 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $588k | 1.1k | 546.75 |
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| McDonald's Corporation (MCD) | 0.1 | $586k | -2% | 1.9k | 304.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $580k | 8.0k | 72.77 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $574k | +4% | 8.7k | 65.92 |
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| Intercontinental Exchange (ICE) | 0.1 | $556k | +3% | 3.3k | 168.48 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $550k | 3.3k | 167.33 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $537k | -22% | 1.4k | 391.64 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $533k | NEW | 23k | 23.47 |
|
| Ge Aerospace Com New (GE) | 0.1 | $524k | 1.7k | 300.82 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $521k | 3.9k | 133.90 |
|
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| Sherwin-Williams Company (SHW) | 0.1 | $513k | 1.5k | 346.26 |
|
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| Medtronic SHS (MDT) | 0.1 | $478k | 5.0k | 95.24 |
|
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| Thermo Fisher Scientific (TMO) | 0.1 | $475k | +5% | 979.00 | 485.02 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $473k | 11k | 42.37 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $451k | -5% | 487.00 | 925.63 |
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| American Tower Reit (AMT) | 0.1 | $451k | 2.3k | 192.32 |
|
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $444k | 9.3k | 47.63 |
|
|
| Caterpillar (CAT) | 0.1 | $442k | 926.00 | 477.15 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $441k | -3% | 5.2k | 84.60 |
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| Autodesk (ADSK) | 0.1 | $436k | 1.4k | 317.67 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $433k | 647.00 | 669.30 |
|
|
| Mettler-Toledo International (MTD) | 0.1 | $424k | 345.00 | 1227.61 |
|
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| Monster Beverage Corp (MNST) | 0.1 | $418k | 6.2k | 67.31 |
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| Goldman Sachs (GS) | 0.1 | $413k | 518.00 | 796.35 |
|
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| Hologic (HOLX) | 0.1 | $412k | +3% | 6.1k | 67.49 |
|
| AutoZone (AZO) | 0.1 | $390k | -3% | 91.00 | 4290.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $373k | 1.5k | 254.28 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $363k | -3% | 375.00 | 968.09 |
|
| American Electric Power Company (AEP) | 0.1 | $356k | 3.2k | 112.50 |
|
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| Servicenow (NOW) | 0.1 | $352k | -6% | 382.00 | 920.28 |
|
| Xylem (XYL) | 0.1 | $351k | -3% | 2.4k | 147.50 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $344k | NEW | 15k | 22.52 |
|
| Nike CL B (NKE) | 0.1 | $343k | 4.9k | 69.73 |
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|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $339k | 12k | 27.97 |
|
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| S&p Global (SPGI) | 0.1 | $339k | 696.00 | 486.78 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $338k | 2.6k | 128.24 |
|
|
| Lowe's Companies (LOW) | 0.1 | $329k | 1.3k | 251.31 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $329k | +3% | 7.6k | 43.42 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $329k | -6% | 4.3k | 76.72 |
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| Dupont De Nemours (DD) | 0.1 | $324k | -7% | 4.2k | 77.90 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $315k | +9% | 3.4k | 91.43 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $308k | NEW | 14k | 21.95 |
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| PNC Financial Services (PNC) | 0.1 | $302k | -6% | 1.5k | 200.93 |
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| Howmet Aerospace (HWM) | 0.1 | $300k | -2% | 1.5k | 196.23 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $298k | -10% | 666.00 | 447.23 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $296k | 527.00 | 562.27 |
|
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| Ge Vernova (GEV) | 0.1 | $295k | +10% | 480.00 | 614.90 |
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| Schlumberger Com Stk (SLB) | 0.1 | $293k | +2% | 8.5k | 34.37 |
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| Verizon Communications (VZ) | 0.1 | $291k | 6.6k | 43.95 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $280k | 1.9k | 151.08 |
|
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| Xcel Energy (XEL) | 0.1 | $278k | 3.4k | 80.65 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $272k | 765.00 | 355.47 |
|
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| Southern Company (SO) | 0.1 | $271k | 2.9k | 94.77 |
|
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| Corning Incorporated (GLW) | 0.1 | $271k | NEW | 3.3k | 82.03 |
|
| Deere & Company (DE) | 0.1 | $269k | 588.00 | 457.26 |
|
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $264k | NEW | 12k | 22.95 |
|
| Smucker J M Com New (SJM) | 0.1 | $262k | -24% | 2.4k | 108.60 |
|
| Norfolk Southern (NSC) | 0.1 | $261k | 868.00 | 300.41 |
|
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| Tyler Technologies (TYL) | 0.1 | $259k | 495.00 | 523.16 |
|
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $252k | +4% | 3.9k | 64.24 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $250k | -3% | 2.6k | 97.63 |
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $249k | NEW | 13k | 19.21 |
|
| Corteva (CTVA) | 0.0 | $247k | 3.6k | 67.63 |
|
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $247k | +3% | 2.2k | 112.35 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $242k | NEW | 11k | 22.39 |
|
| Phillips 66 (PSX) | 0.0 | $240k | 1.8k | 136.02 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $239k | +15% | 3.0k | 79.80 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $234k | 504.00 | 464.13 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $233k | -5% | 334.00 | 698.00 |
|
| Yum! Brands (YUM) | 0.0 | $227k | 1.5k | 152.00 |
|
|
| Quanta Services (PWR) | 0.0 | $224k | -18% | 540.00 | 414.42 |
|
| Copart (CPRT) | 0.0 | $224k | 5.0k | 44.97 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $218k | NEW | 1.3k | 170.93 |
|
| Booking Holdings (BKNG) | 0.0 | $216k | -9% | 40.00 | 5399.27 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $213k | NEW | 937.00 | 227.73 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $207k | -9% | 3.3k | 62.47 |
|
| Kinder Morgan (KMI) | 0.0 | $207k | NEW | 7.3k | 28.31 |
|
| Pfizer (PFE) | 0.0 | $206k | NEW | 8.1k | 25.48 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $204k | NEW | 660.00 | 309.74 |
|
| 3M Company (MMM) | 0.0 | $204k | 1.3k | 155.18 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $58k | 13k | 4.54 |
|
Past Filings by Great Diamond Partners
SEC 13F filings are viewable for Great Diamond Partners going back to 2019
- 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
- Great Diamond Partners 2021 Q4 filed Jan. 26, 2022