Great Diamond Partners

Great Diamond Partners as of June 30, 2025

Portfolio Holdings for Great Diamond Partners

Great Diamond Partners holds 225 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 3000 Etf (IWV) 5.8 $28M 78k 351.00
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $26M 86k 303.93
Ishares Tr Core Msci Eafe (IEFA) 5.0 $24M 283k 83.48
Microsoft Corporation (MSFT) 3.2 $15M 30k 497.41
Vanguard Index Fds Growth Etf (VUG) 3.1 $15M 34k 438.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $14M 23k 617.85
Procter & Gamble Company (PG) 2.7 $13M 80k 159.32
Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $12M 61k 192.71
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.8 $8.7M 421k 20.64
Ishares Tr Agency Bond Etf (AGZ) 1.8 $8.6M 78k 109.70
IDEXX Laboratories (IDXX) 1.7 $8.1M 15k 536.34
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.7 $7.8M 317k 24.67
NVIDIA Corporation (NVDA) 1.3 $6.2M 40k 157.99
Oracle Corporation (ORCL) 1.3 $6.0M 27k 218.63
Broadcom (AVGO) 1.3 $6.0M 22k 275.65
Apple (AAPL) 1.3 $5.9M 29k 205.17
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 1.2 $5.7M 109k 52.41
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $5.6M 47k 119.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $5.4M 30k 181.74
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $5.1M 82k 62.02
Automatic Data Processing (ADP) 1.0 $4.6M 15k 308.40
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.9 $4.4M 49k 90.17
Waste Management (WM) 0.9 $4.2M 18k 228.82
Amazon (AMZN) 0.9 $4.0M 18k 219.39
Ares Management Corporation Cl A Com Stk (ARES) 0.8 $4.0M 23k 173.20
Eaton Corp SHS (ETN) 0.8 $3.9M 11k 356.99
Ameriprise Financial (AMP) 0.8 $3.6M 6.8k 533.73
Ishares Tr Ibonds Dec2026 (IBDR) 0.8 $3.6M 149k 24.25
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.6M 21k 176.23
Ishares Tr Ibds Dec28 Etf (IBDT) 0.8 $3.6M 141k 25.42
Williams-Sonoma (WSM) 0.7 $3.5M 21k 163.37
Paychex (PAYX) 0.7 $3.5M 24k 145.46
Exxon Mobil Corporation (XOM) 0.7 $3.4M 32k 107.80
Accenture Plc Ireland Shs Class A (ACN) 0.7 $3.4M 11k 298.89
Eli Lilly & Co. (LLY) 0.7 $3.3M 4.3k 779.53
Home Depot (HD) 0.7 $3.3M 8.9k 366.63
Abbott Laboratories (ABT) 0.7 $3.1M 23k 136.01
At&t (T) 0.6 $3.1M 106k 28.94
Amgen (AMGN) 0.6 $3.0M 11k 279.21
Blackrock (BLK) 0.6 $2.9M 2.8k 1049.25
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.9M 16k 177.39
Unum (UNM) 0.6 $2.9M 36k 80.76
Cardinal Health (CAH) 0.6 $2.8M 17k 168.00
Parker-Hannifin Corporation (PH) 0.6 $2.7M 3.9k 698.47
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $2.7M 29k 92.62
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $2.6M 50k 53.29
Welltower Inc Com reit (WELL) 0.6 $2.6M 17k 153.73
JPMorgan Chase & Co. (JPM) 0.5 $2.6M 8.9k 289.91
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.5 $2.6M 101k 25.48
Ishares Tr Us Br Del Se Etf (IAI) 0.5 $2.6M 15k 169.14
Ishares Tr Expanded Tech (IGV) 0.5 $2.5M 23k 109.50
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $2.5M 120k 20.92
Meta Platforms Cl A (META) 0.5 $2.5M 3.4k 738.09
AFLAC Incorporated (AFL) 0.5 $2.5M 23k 105.46
Ishares Tr Us Aer Def Etf (ITA) 0.5 $2.5M 13k 188.64
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.5 $2.4M 32k 75.58
Metropcs Communications (TMUS) 0.5 $2.4M 10k 238.26
Global X Fds Defense Tech Etf (SHLD) 0.5 $2.4M 39k 60.25
Bank of New York Mellon Corporation (BK) 0.5 $2.3M 25k 91.11
Visa Com Cl A (V) 0.5 $2.3M 6.4k 355.07
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $2.3M 43k 52.06
Vaneck Etf Trust Retail Etf (RTH) 0.5 $2.2M 9.3k 238.66
First Tr Exchange Traded Cloud Computing (SKYY) 0.5 $2.2M 18k 121.64
Garmin SHS (GRMN) 0.5 $2.2M 11k 208.72
Invesco Exchange Traded Fd T Building & Const (PKB) 0.5 $2.1M 27k 80.35
Global X Fds Glb X Mlp Enrg I (MLPX) 0.4 $2.1M 33k 62.66
Netflix (NFLX) 0.4 $2.1M 1.5k 1339.13
Williams Companies (WMB) 0.4 $2.1M 33k 62.81
Kla Corp Com New (KLAC) 0.4 $2.0M 2.2k 895.74
Morgan Stanley Com New (MS) 0.4 $1.9M 13k 140.86
Ishares Tr Mbs Etf (MBB) 0.4 $1.9M 20k 93.89
Wal-Mart Stores (WMT) 0.4 $1.9M 19k 97.78
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.4 $1.9M 36k 51.45
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.9M 17k 109.29
Abbvie (ABBV) 0.4 $1.8M 9.6k 185.62
Apollo Global Mgmt (APO) 0.4 $1.7M 12k 141.87
Ryder System (R) 0.4 $1.7M 11k 159.00
TJX Companies (TJX) 0.3 $1.6M 13k 123.49
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $1.5M 63k 24.27
Intuit (INTU) 0.3 $1.5M 1.9k 787.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.5M 19k 79.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 3.0k 485.77
International Business Machines (IBM) 0.3 $1.5M 5.0k 294.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.4M 6.3k 226.49
ConocoPhillips (COP) 0.3 $1.4M 16k 89.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.3M 2.4k 568.03
Ecolab (ECL) 0.3 $1.3M 4.8k 269.44
Tesla Motors (TSLA) 0.3 $1.3M 4.1k 317.66
Illinois Tool Works (ITW) 0.3 $1.2M 5.0k 247.25
Linde SHS (LIN) 0.3 $1.2M 2.6k 469.18
American Express Company (AXP) 0.3 $1.2M 3.8k 318.98
Fiserv (FI) 0.3 $1.2M 7.0k 172.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 2.2k 551.70
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.2M 5.8k 204.67
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $1.2M 10k 116.16
Stryker Corporation (SYK) 0.2 $1.1M 2.9k 395.63
Palo Alto Networks (PANW) 0.2 $1.1M 5.6k 204.64
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $1.1M 29k 37.51
Chevron Corporation (CVX) 0.2 $1.1M 7.7k 143.19
Honeywell International (HON) 0.2 $1.1M 4.7k 232.88
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $1.1M 22k 50.12
Mastercard Incorporated Cl A (MA) 0.2 $1.1M 1.9k 561.94
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.0M 11k 93.87
Cisco Systems (CSCO) 0.2 $1.0M 15k 69.38
Lockheed Martin Corporation (LMT) 0.2 $1.0M 2.2k 463.14
Shell Spon Ads (SHEL) 0.2 $1.0M 15k 70.41
Wisdomtree Tr Itl High Div Fd (DTH) 0.2 $997k 22k 46.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $996k 7.5k 133.31
Novo-nordisk A S Adr (NVO) 0.2 $992k 14k 69.02
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $986k 24k 40.49
Evercore Class A (EVR) 0.2 $980k 3.6k 270.02
Amphenol Corp Cl A (APH) 0.2 $956k 9.7k 98.75
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $937k 18k 52.10
Johnson & Johnson (JNJ) 0.2 $929k 6.1k 152.74
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $927k 18k 52.76
Roper Industries (ROP) 0.2 $915k 1.6k 566.84
salesforce (CRM) 0.2 $905k 3.3k 272.69
Coca-Cola Company (KO) 0.2 $886k 13k 70.75
Texas Instruments Incorporated (TXN) 0.2 $870k 4.2k 207.62
Qualcomm (QCOM) 0.2 $851k 5.3k 159.26
Paccar (PCAR) 0.2 $850k 8.9k 95.06
Boeing Company (BA) 0.2 $841k 4.0k 209.53
Carrier Global Corporation (CARR) 0.2 $806k 11k 73.19
Waters Corporation (WAT) 0.2 $801k 2.3k 349.04
Anglogold Ashanti Com Shs (AU) 0.2 $791k 17k 45.57
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $791k 1.8k 445.20
Pepsi (PEP) 0.2 $755k 5.7k 132.04
Merck & Co (MRK) 0.2 $735k 9.3k 79.16
Unilever Spon Adr New (UL) 0.1 $704k 12k 61.17
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $692k 2.5k 279.83
Walt Disney Company (DIS) 0.1 $690k 5.6k 124.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $686k 8.3k 82.92
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $673k 5.0k 135.30
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $649k 77k 8.48
EQT Corporation (EQT) 0.1 $647k 11k 58.32
Union Pacific Corporation (UNP) 0.1 $636k 2.8k 230.08
Danaher Corporation (DHR) 0.1 $618k 3.1k 197.54
Emerson Electric (EMR) 0.1 $591k 4.4k 133.33
Intercontinental Exchange (ICE) 0.1 $583k 3.2k 183.47
Bank of America Corporation (BAC) 0.1 $576k 12k 47.32
McDonald's Corporation (MCD) 0.1 $575k 2.0k 292.12
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $558k 6.3k 89.22
Ishares Tr Msci Eafe Etf (EFA) 0.1 $546k 6.1k 89.39
Ishares Tr Esg Aware Msci (ESML) 0.1 $536k 13k 41.33
Packaging Corporation of America (PKG) 0.1 $533k 2.8k 188.45
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $525k 4.6k 115.35
American Tower Reit (AMT) 0.1 $523k 2.4k 221.02
Costco Wholesale Corporation (COST) 0.1 $508k 513.00 989.94
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $503k 1.1k 467.82
Sherwin-Williams Company (SHW) 0.1 $503k 1.5k 343.36
Ishares Core Msci Emkt (IEMG) 0.1 $498k 8.3k 60.03
Ishares Gold Tr Ishares New (IAU) 0.1 $497k 8.0k 62.36
Starbucks Corporation (SBUX) 0.1 $495k 5.4k 91.63
Raytheon Technologies Corp (RTX) 0.1 $480k 3.3k 146.02
Ge Aerospace Com New (GE) 0.1 $452k 1.8k 257.39
Medtronic SHS (MDT) 0.1 $446k 5.1k 87.17
Autodesk (ADSK) 0.1 $432k 1.4k 309.57
Servicenow (NOW) 0.1 $418k 407.00 1028.08
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $406k 9.3k 43.58
Mettler-Toledo International (MTD) 0.1 $405k 345.00 1174.72
Intuitive Surgical Com New (ISRG) 0.1 $404k 743.00 543.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $402k 647.00 620.90
Monster Beverage Corp (MNST) 0.1 $395k 6.3k 62.64
Hologic (HOLX) 0.1 $384k 5.9k 65.16
Lam Research Corp Com New (LRCX) 0.1 $380k 3.9k 97.34
Thermo Fisher Scientific (TMO) 0.1 $376k 928.00 405.46
Goldman Sachs (GS) 0.1 $369k 521.00 707.75
Ishares Silver Tr Ishares (SLV) 0.1 $366k 11k 32.81
S&p Global (SPGI) 0.1 $364k 690.00 527.37
Caterpillar (CAT) 0.1 $361k 930.00 388.21
Colgate-Palmolive Company (CL) 0.1 $355k 3.9k 90.90
Nike CL B (NKE) 0.1 $353k 5.0k 71.04
AutoZone (AZO) 0.1 $349k 94.00 3712.23
Vanguard Index Fds Small Cp Etf (VB) 0.1 $348k 1.5k 236.98
American Electric Power Company (AEP) 0.1 $329k 3.2k 103.76
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $324k 12k 26.74
Astrazeneca Sponsored Adr (AZN) 0.1 $319k 4.6k 69.88
Xylem (XYL) 0.1 $318k 2.5k 129.36
Novartis Sponsored Adr (NVS) 0.1 $317k 2.6k 121.01
Smucker J M Com New (SJM) 0.1 $314k 3.2k 98.20
Otis Worldwide Corp (OTIS) 0.1 $312k 3.1k 99.02
Asml Holding N V N Y Registry Shs (ASML) 0.1 $310k 387.00 801.39
Dupont De Nemours (DD) 0.1 $309k 4.5k 68.59
Deere & Company (DE) 0.1 $303k 595.00 508.49
PNC Financial Services (PNC) 0.1 $298k 1.6k 186.42
Tyler Technologies (TYL) 0.1 $294k 495.00 592.84
Howmet Aerospace (HWM) 0.1 $293k 1.6k 186.13
Ishares Esg Awr Msci Em (ESGE) 0.1 $288k 7.4k 39.17
Lowe's Companies (LOW) 0.1 $288k 1.3k 221.87
Boston Scientific Corporation (BSX) 0.1 $286k 2.7k 107.41
Verizon Communications (VZ) 0.1 $283k 6.5k 43.27
Schlumberger Com Stk (SLB) 0.1 $281k 8.3k 33.80
Regeneron Pharmaceuticals (REGN) 0.1 $281k 535.00 525.00
Spotify Technology S A SHS (SPOT) 0.1 $272k 355.00 767.34
Corteva (CTVA) 0.1 $272k 3.6k 74.53
Southern Company (SO) 0.1 $264k 2.9k 91.83
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $255k 1.8k 139.02
Booking Holdings (BKNG) 0.1 $255k 44.00 5789.25
Quanta Services (PWR) 0.1 $251k 663.00 378.08
Mondelez Intl Cl A (MDLZ) 0.1 $246k 3.7k 67.44
Copart (CPRT) 0.1 $244k 5.0k 49.07
American Water Works (AWK) 0.1 $240k 1.7k 139.11
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $235k 3.8k 62.50
Xcel Energy (XEL) 0.0 $234k 3.4k 68.10
Spdr Gold Tr Gold Shs (GLD) 0.0 $233k 765.00 304.83
Ge Vernova (GEV) 0.0 $231k 436.00 529.15
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $228k 2.1k 107.98
Yum! Brands (YUM) 0.0 $223k 1.5k 148.18
Norfolk Southern (NSC) 0.0 $222k 868.00 255.97
Wabtec Corporation (WAB) 0.0 $222k 1.1k 209.35
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $222k 503.00 440.27
United Parcel Service CL B (UPS) 0.0 $221k 2.2k 100.94
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $214k 4.4k 49.03
Trane Technologies SHS (TT) 0.0 $212k 484.00 437.41
Phillips 66 (PSX) 0.0 $210k 1.8k 119.30
UnitedHealth (UNH) 0.0 $210k 672.00 311.97
Henry Schein (HSIC) 0.0 $208k 2.8k 73.05
Equinix (EQIX) 0.0 $205k 258.00 795.47
Lpl Financial Holdings (LPLA) 0.0 $205k 546.00 374.97
Hilton Worldwide Holdings (HLT) 0.0 $204k 764.00 266.34
Mccormick & Co Com Non Vtg (MKC) 0.0 $203k 2.7k 75.82
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $202k 2.6k 77.50
Travelers Companies (TRV) 0.0 $201k 752.00 267.54
3M Company (MMM) 0.0 $200k 1.3k 152.24
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $55k 13k 4.25