Great Diamond Partners

Great Diamond Partners as of Dec. 31, 2023

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