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, VXF, MSFT, and represent 20.13% of Great Diamond Partners's stock portfolio.
- Added to shares of these 10 stocks: XOM (+$5.2M), IDNA, SKYY, RSP, JMTG, MPC, GDX, XPH, NUE, IBDU.
- Started 23 new stock positions in IBMS, NOW, EXPD, JMTG, IBMQ, RLY, WTMF, HPE, STT, SKYY. IBMR, CB, XOM, NTAP, CRBN, MPC, IBMP, GDX, XPH, FAN, NUE, IBMT, IDNA.
- Reduced shares in these 10 stocks: HGER, TPR, AIRR, CHRW, TAN, ITA, PKB, DMBS, B, NEM.
- Sold out of its positions in B, CHRW, DMBS, DD, EQT, FDX, AIRR, FISV, INTU, PBW. PKB, TAN, ITA, LVS, LOW, MUSA, NEM, CNRG, CTA, TPR, MMM, REMX, YUM.
- Great Diamond Partners was a net buyer of stock by $21M.
- Great Diamond Partners has $596M in assets under management (AUM), dropping by 2.37%.
- Central Index Key (CIK): 0001801112
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Portfolio Holdings for Great Diamond Partners
Great Diamond Partners holds 238 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 5.5 | $33M | 88k | 374.24 |
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| Ishares Tr Russell 3000 Etf (IWV) | 5.2 | $31M | 72k | 431.66 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.7 | $28M | 287k | 96.88 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.4 | $14M | 61k | 231.63 |
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| Microsoft Corporation (MSFT) | 2.3 | $14M | 27k | 512.91 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.1 | $13M | 135k | 94.02 |
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| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 2.1 | $12M | +8% | 655k | 18.93 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $12M | +2% | 280k | 41.43 |
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| Procter & Gamble Company (PG) | 1.9 | $11M | 79k | 145.28 |
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| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 1.7 | $10M | +30% | 421k | 24.12 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.6 | $9.7M | +14% | 140k | 69.26 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $9.6M | +46% | 46k | 208.02 |
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| Apple (AAPL) | 1.6 | $9.3M | 28k | 333.02 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.5 | $8.8M | +7% | 347k | 25.39 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 1.5 | $8.7M | 97k | 90.11 |
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| Ishares Tr Agency Bond Etf (AGZ) | 1.4 | $8.3M | +4% | 78k | 106.54 |
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| NVIDIA Corporation (NVDA) | 1.3 | $8.0M | 35k | 228.38 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.3 | $7.8M | +45% | 342k | 22.69 |
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| IDEXX Laboratories (IDXX) | 1.3 | $7.5M | 14k | 522.19 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $7.3M | +6% | 65k | 113.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $7.1M | +5% | 98k | 71.95 |
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| Broadcom (AVGO) | 1.1 | $6.6M | 19k | 351.19 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.0 | $6.2M | +52% | 247k | 24.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $6.1M | -2% | 18k | 344.08 |
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| Kla Corp Com New (KLAC) | 1.0 | $6.0M | +2% | 31k | 194.93 |
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| Harbor Etf Trust Comm All Wea Etf (HGER) | 1.0 | $5.7M | -42% | 163k | 35.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $5.4M | 16k | 340.74 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.9 | $5.2M | NEW | 32k | 162.75 |
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| Williams-Sonoma (WSM) | 0.9 | $5.2M | 23k | 227.94 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $4.8M | +3% | 11k | 456.19 |
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| Welltower Inc Com reit (WELL) | 0.8 | $4.6M | 20k | 230.24 |
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| Waste Management (WM) | 0.7 | $4.4M | 22k | 203.92 |
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| Cardinal Health (CAH) | 0.7 | $4.4M | 20k | 222.50 |
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| Amgen (AMGN) | 0.7 | $4.4M | 10k | 421.51 |
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| Eli Lilly & Co. (LLY) | 0.7 | $4.3M | 3.7k | 1157.08 |
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| Bank of New York Mellon Corporation (BNY) | 0.7 | $4.2M | 29k | 144.63 |
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| Amazon (AMZN) | 0.7 | $4.1M | 16k | 249.15 |
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| Corning Incorporated (GLW) | 0.7 | $3.9M | -11% | 26k | 153.76 |
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| Parker-Hannifin Corporation (PH) | 0.7 | $3.9M | 4.1k | 955.43 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $3.8M | 12k | 330.83 |
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| Valero Energy Corporation (VLO) | 0.6 | $3.7M | 9.6k | 387.61 |
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| Caterpillar (CAT) | 0.6 | $3.6M | +3% | 4.5k | 810.79 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.6 | $3.6M | +5% | 159k | 22.59 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $3.5M | +4% | 38k | 90.84 |
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| Spdr Series Trust St Term High Etf (SJNK) | 0.6 | $3.4M | +5% | 142k | 24.25 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $3.4M | +5% | 67k | 50.35 |
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| Ishares Tr Genomics Immun (IDNA) | 0.5 | $3.2M | NEW | 77k | 42.32 |
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| Garmin SHS (GRMN) | 0.5 | $3.2M | 11k | 286.85 |
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| Unum (UNM) | 0.5 | $3.2M | 37k | 87.73 |
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| Anglogold Ashanti Com Shs (AU) | 0.5 | $3.2M | -11% | 34k | 93.95 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.5 | $3.1M | +2% | 20k | 157.68 |
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| Global X Fds Artificial Etf (AIQ) | 0.5 | $3.1M | +3% | 48k | 65.16 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.5 | $3.1M | 28k | 112.82 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.5 | $3.1M | NEW | 19k | 163.99 |
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| Automatic Data Processing (ADP) | 0.5 | $3.0M | 12k | 258.06 |
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| Blackrock (BLK) | 0.5 | $3.0M | 2.8k | 1058.31 |
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| Global X Fds Data Ctr Dig Etf (DTCR) | 0.5 | $3.0M | +2% | 110k | 27.14 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.5 | $3.0M | +3% | 20k | 151.62 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $2.9M | -4% | 4.8k | 609.00 |
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| Spdr Series Trust St Str Sp Telco (XTL) | 0.5 | $2.8M | +3% | 14k | 202.99 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.5 | $2.8M | +7% | 55k | 51.29 |
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| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.5 | $2.8M | NEW | 57k | 48.34 |
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| AFLAC Incorporated (AFL) | 0.5 | $2.7M | 25k | 111.78 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $2.7M | NEW | 6.7k | 395.43 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $2.6M | NEW | 30k | 87.80 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.6M | +22% | 3.4k | 762.76 |
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| Cisco Systems (CSCO) | 0.4 | $2.6M | +53% | 24k | 107.63 |
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| Spdr Series Trust St Str Sp Pharma (XPH) | 0.4 | $2.6M | NEW | 40k | 65.00 |
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| eBay (EBAY) | 0.4 | $2.5M | +124% | 24k | 106.05 |
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| Ryder System (R) | 0.4 | $2.5M | 11k | 227.86 |
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| Morgan Stanley Com New (MS) | 0.4 | $2.5M | 13k | 188.08 |
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| Williams Companies (WMB) | 0.4 | $2.5M | 36k | 67.97 |
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| Nucor Corporation (NUE) | 0.4 | $2.4M | NEW | 10k | 233.75 |
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| Cummins (CMI) | 0.4 | $2.4M | 4.6k | 516.68 |
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| Paychex (PAYX) | 0.4 | $2.4M | 24k | 98.50 |
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| Home Depot (HD) | 0.4 | $2.3M | -2% | 8.1k | 284.51 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $2.3M | +100% | 109k | 21.14 |
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| Meta Platforms Cl A (META) | 0.4 | $2.3M | 3.1k | 725.18 |
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| Visa Com Cl A (V) | 0.4 | $2.3M | +2% | 6.3k | 359.35 |
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| Nextera Energy (NEE) | 0.4 | $2.2M | 29k | 75.74 |
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| Abbott Laboratories (ABT) | 0.4 | $2.2M | +3% | 22k | 98.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.2M | +3% | 16k | 136.04 |
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| Ameriprise Financial (AMP) | 0.3 | $2.1M | 4.2k | 492.35 |
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| Palo Alto Networks (PANW) | 0.3 | $2.0M | -6% | 5.1k | 397.31 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.3 | $1.9M | +4% | 13k | 146.18 |
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| ConocoPhillips (COP) | 0.3 | $1.8M | -3% | 15k | 125.15 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.3 | $1.8M | 36k | 50.21 |
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| Chevron Corporation (CVX) | 0.3 | $1.7M | 8.5k | 204.21 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.7M | +4% | 6.5k | 264.76 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.7M | +2% | 2.4k | 700.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.7M | +5% | 11k | 155.20 |
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| TJX Companies (TJX) | 0.3 | $1.7M | -2% | 13k | 132.31 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.6M | +115% | 19k | 84.30 |
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| Shell Spon Ads (SHEL) | 0.3 | $1.6M | +5% | 17k | 95.05 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.3 | $1.5M | +17% | 68k | 22.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 3.1k | 497.95 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $1.5M | +94% | 75k | 20.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.5M | -8% | 2.0k | 739.83 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $1.5M | NEW | 23k | 63.89 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.4M | 14k | 103.92 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.4M | 18k | 77.25 |
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| Merck & Co (MRK) | 0.2 | $1.4M | 9.6k | 145.31 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $1.4M | +18% | 62k | 21.91 |
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| Abbvie (ABBV) | 0.2 | $1.4M | -3% | 5.2k | 261.59 |
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| Tesla Motors (TSLA) | 0.2 | $1.3M | 3.6k | 354.81 |
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| Evercore Class A (EVR) | 0.2 | $1.3M | 5.0k | 257.51 |
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| Oracle Corporation (ORCL) | 0.2 | $1.3M | -3% | 9.2k | 137.30 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $1.2M | +108% | 52k | 24.07 |
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| Ecolab (ECL) | 0.2 | $1.2M | 4.5k | 274.58 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | 5.2k | 233.31 |
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| Nokia Corp Sponsored Adr (NOK) | 0.2 | $1.2M | +15% | 120k | 10.14 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.2M | 3.6k | 328.51 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.2 | $1.2M | 15k | 78.42 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $1.1M | +45% | 54k | 21.23 |
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| Dell Technologies CL C (DELL) | 0.2 | $1.1M | -15% | 2.1k | 537.95 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $1.1M | 20k | 55.31 |
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| NetApp (NTAP) | 0.2 | $1.1M | NEW | 5.3k | 210.08 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.1M | +4% | 6.6k | 166.80 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.1M | 3.4k | 316.14 |
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| Wisdomtree Tr Itl High Div Fd (DTH) | 0.2 | $1.1M | 19k | 55.81 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | 12k | 86.08 |
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| Linde SHS (LIN) | 0.2 | $1.0M | -12% | 2.2k | 474.65 |
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| American Express Company (AXP) | 0.2 | $1.0M | -7% | 3.4k | 304.10 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | 3.6k | 280.09 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $1.0M | 17k | 61.26 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $1.0M | 25k | 40.99 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $989k | +40% | 5.4k | 183.37 |
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| Paccar (PCAR) | 0.2 | $955k | 8.7k | 109.81 |
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| Eaton Corp SHS (ETN) | 0.2 | $948k | 2.2k | 429.71 |
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| Netflix (NFLX) | 0.2 | $941k | 14k | 69.58 |
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| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.2 | $935k | -24% | 39k | 24.24 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $930k | +3% | 1.7k | 551.47 |
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| State Street Corporation (STT) | 0.2 | $925k | NEW | 5.3k | 174.59 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $900k | +4% | 17k | 52.00 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $886k | +5% | 8.6k | 103.05 |
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| Waters Corporation (WAT) | 0.1 | $848k | -13% | 1.9k | 439.39 |
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| Packaging Corporation of America (PKG) | 0.1 | $845k | 3.7k | 229.27 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $825k | 13k | 63.61 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $805k | 16k | 51.23 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $742k | +12% | 4.0k | 185.65 |
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| Stryker Corporation (SYK) | 0.1 | $740k | 2.7k | 275.39 |
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| Bank of America Corporation (BAC) | 0.1 | $727k | -3% | 13k | 54.43 |
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| Danaher Corporation (DHR) | 0.1 | $721k | +5% | 3.3k | 221.55 |
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| Qualcomm (QCOM) | 0.1 | $712k | -3% | 3.9k | 184.04 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $694k | 1.3k | 522.81 |
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| Emerson Electric (EMR) | 0.1 | $683k | 4.4k | 155.10 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $680k | -33% | 30k | 22.88 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.1 | $670k | +186% | 27k | 24.48 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $653k | 6.3k | 103.89 |
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| Carrier Global Corporation (CARR) | 0.1 | $647k | 12k | 54.86 |
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| Boeing Company (BA) | 0.1 | $645k | -2% | 3.5k | 186.05 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $630k | NEW | 25k | 25.24 |
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| Pepsi (PEP) | 0.1 | $623k | -5% | 4.9k | 126.72 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $599k | +28% | 7.4k | 81.16 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $597k | NEW | 24k | 25.14 |
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| Union Pacific Corporation (UNP) | 0.1 | $591k | -2% | 2.2k | 272.13 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $566k | NEW | 23k | 24.73 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $552k | +6% | 15k | 37.91 |
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| Ge Aerospace Com New (GE) | 0.1 | $548k | 1.8k | 312.29 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $535k | +27% | 28k | 18.99 |
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| salesforce (CRM) | 0.1 | $531k | +5% | 2.3k | 229.57 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $523k | 3.5k | 148.30 |
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| Mettler-Toledo International (MTD) | 0.1 | $521k | 345.00 | 1510.95 |
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| Ssga Active Etf Tr St Str Real Etf (RLY) | 0.1 | $512k | NEW | 14k | 36.19 |
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| Unilever Spon Adr New (UL) | 0.1 | $501k | -3% | 8.3k | 60.73 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $501k | -3% | 742.00 | 675.05 |
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| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $498k | NEW | 12k | 42.19 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $492k | 642.00 | 765.85 |
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| Walt Disney Company (DIS) | 0.1 | $491k | 4.7k | 104.92 |
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| Honeywell International (HON) | 0.1 | $486k | 2.3k | 210.94 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $476k | +3% | 8.8k | 54.16 |
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| Intel Corporation (INTC) | 0.1 | $470k | 3.9k | 120.23 |
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| Roper Industries (ROP) | 0.1 | $468k | +5% | 1.3k | 349.41 |
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| Monster Beverage Corp (MNST) | 0.1 | $461k | +100% | 11k | 41.62 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $460k | -7% | 254.00 | 1811.67 |
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| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.1 | $456k | 17k | 26.52 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $448k | -13% | 8.5k | 52.50 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.1 | $443k | +23% | 23k | 19.47 |
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| McDonald's Corporation (MCD) | 0.1 | $442k | 1.9k | 231.02 |
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| Goldman Sachs (GS) | 0.1 | $442k | -3% | 491.00 | 900.36 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $432k | 1.5k | 284.49 |
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| Phillips 66 (PSX) | 0.1 | $428k | 1.7k | 255.31 |
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| Intercontinental Exchange (ICE) | 0.1 | $427k | -4% | 2.8k | 152.03 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $426k | 6.2k | 68.42 |
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| Costco Wholesale Corporation (COST) | 0.1 | $422k | -4% | 463.00 | 910.34 |
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| Starbucks Corporation (SBUX) | 0.1 | $418k | 4.4k | 93.96 |
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| Medtronic SHS (MDT) | 0.1 | $415k | -7% | 4.8k | 86.29 |
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| Howmet Aerospace (HWM) | 0.1 | $413k | 1.8k | 226.18 |
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| SLB Com Stk (SLB) | 0.1 | $408k | 8.4k | 48.72 |
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| Ge Vernova (GEV) | 0.1 | $406k | 427.00 | 950.49 |
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| International Business Machines (IBM) | 0.1 | $399k | 1.8k | 219.93 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $396k | -46% | 5.1k | 78.31 |
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| Rockwell Automation (ROK) | 0.1 | $381k | -3% | 874.00 | 435.33 |
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| Sherwin-Williams Company (SHW) | 0.1 | $378k | 1.2k | 323.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $377k | +29% | 990.00 | 380.84 |
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| American Electric Power Company (AEP) | 0.1 | $375k | 3.2k | 118.64 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $373k | +4% | 2.1k | 177.11 |
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| Deere & Company (DE) | 0.1 | $364k | 542.00 | 671.55 |
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| At&t (T) | 0.1 | $364k | 15k | 24.40 |
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| American Tower Reit (AMT) | 0.1 | $360k | 2.2k | 163.69 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $354k | 2.5k | 142.57 |
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| Sandisk Corp (SNDK) | 0.1 | $353k | -6% | 203.00 | 1739.89 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.1 | $347k | +34% | 16k | 21.74 |
|
| Honeywell Aerospace (HONA) | 0.1 | $344k | -3% | 2.2k | 154.97 |
|
| Amplify Etf Tr Amplify Lithium (BATT) | 0.1 | $338k | +5% | 24k | 14.30 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $335k | +41% | 823.00 | 406.63 |
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.1 | $330k | NEW | 15k | 22.68 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $325k | 429.00 | 758.27 |
|
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.1 | $312k | NEW | 1.2k | 256.14 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $301k | NEW | 12k | 25.00 |
|
| PNC Financial Services (PNC) | 0.0 | $297k | +8% | 1.3k | 222.26 |
|
| Corteva (CTVA) | 0.0 | $284k | 3.7k | 77.65 |
|
|
| Autodesk (ADSK) | 0.0 | $284k | +5% | 1.4k | 209.00 |
|
| Advanced Micro Devices (AMD) | 0.0 | $280k | 457.00 | 611.76 |
|
|
| Norfolk Southern (NSC) | 0.0 | $265k | 857.00 | 309.00 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $260k | +24% | 3.1k | 85.10 |
|
| Astrazeneca Ord (AZN) | 0.0 | $259k | -10% | 1.6k | 161.47 |
|
| Applied Materials (AMAT) | 0.0 | $257k | +25% | 503.00 | 511.38 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $256k | 502.00 | 508.92 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $255k | -2% | 2.0k | 125.74 |
|
| Chubb (CB) | 0.0 | $252k | NEW | 775.00 | 325.25 |
|
| Ishares Tr Ibonds Dec 2031 (IBMT) | 0.0 | $245k | NEW | 9.9k | 24.66 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $243k | 2.8k | 86.81 |
|
|
| Micron Technology (MU) | 0.0 | $239k | -4% | 224.00 | 1065.11 |
|
| Henry Schein (HSIC) | 0.0 | $239k | 2.8k | 83.97 |
|
|
| Xcel Energy (XEL) | 0.0 | $232k | 3.3k | 70.48 |
|
|
| Southern Company (SO) | 0.0 | $232k | 2.8k | 82.89 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $230k | -2% | 724.00 | 318.12 |
|
| Xylem (XYL) | 0.0 | $228k | -4% | 2.3k | 101.27 |
|
| AutoZone (AZO) | 0.0 | $224k | -7% | 79.00 | 2830.03 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $223k | NEW | 1.2k | 184.64 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.0 | $222k | 3.9k | 57.61 |
|
|
| Kinder Morgan (KMI) | 0.0 | $220k | 7.3k | 30.15 |
|
|
| Analog Devices (ADI) | 0.0 | $214k | -3% | 539.00 | 396.71 |
|
| Quanta Services (PWR) | 0.0 | $206k | -5% | 320.00 | 642.51 |
|
| Servicenow (NOW) | 0.0 | $201k | NEW | 1.5k | 134.01 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $201k | -8% | 3.1k | 64.32 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $73k | 13k | 5.63 |
|
Past Filings by Great Diamond Partners
SEC 13F filings are viewable for Great Diamond Partners going back to 2019
- Great Diamond Partners 2026 Q3 filed Oct. 13, 2026
- Great Diamond Partners 2026 Q2 filed July 17, 2026
- Great Diamond Partners 2026 Q1 filed May 12, 2026
- 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