Great Diamond Partners

Great Diamond Partners as of Sept. 30, 2025

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 394k 87.31
Ishares Tr Russell 3000 Etf (IWV) 5.6 $29M 77k 378.94
Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $29M 89k 328.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $16M 24k 666.18
Microsoft Corporation (MSFT) 3.0 $16M 30k 517.96
Vanguard Index Fds Growth Etf (VUG) 2.9 $15M 31k 479.61
Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $13M 62k 209.34
Procter & Gamble Company (PG) 2.4 $12M 80k 153.65
IDEXX Laboratories (IDXX) 1.9 $9.6M 15k 638.89
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.9 $9.5M 461k 20.71
Apple (AAPL) 1.4 $7.3M 29k 254.63
NVIDIA Corporation (NVDA) 1.4 $7.2M 39k 186.58
Ishares Tr Agency Bond Etf (AGZ) 1.4 $7.0M 64k 110.37
Oracle Corporation (ORCL) 1.3 $6.8M 24k 281.24
Broadcom (AVGO) 1.3 $6.7M 20k 329.91
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $6.5M 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 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 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 47k 98.59
Waste Management (WM) 0.9 $4.5M 20k 220.83
Automatic Data Processing (ADP) 0.9 $4.4M 15k 293.50
Eaton Corp SHS (ETN) 0.8 $4.3M 12k 374.25
Williams-Sonoma (WSM) 0.8 $4.2M 22k 195.45
Amazon (AMZN) 0.8 $4.0M 18k 219.57
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 20k 178.14
Ameriprise Financial (AMP) 0.7 $3.5M 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
At&t (T) 0.6 $3.1M 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 31k 95.19
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $2.9M 37k 76.40
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $2.8M 53k 54.09
Unum (UNM) 0.6 $2.8M 37k 77.78
Bank of New York Mellon Corporation (BK) 0.5 $2.8M 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 18k 156.96
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.5 $2.8M 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 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
Garmin SHS (GRMN) 0.5 $2.6M 11k 246.22
Accenture Plc Ireland Shs Class A (ACN) 0.5 $2.6M 11k 246.60
AFLAC Incorporated (AFL) 0.5 $2.6M 23k 111.70
Ishares Tr Ibonds Dec2026 (IBDR) 0.5 $2.6M 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 42k 60.75
Ishares Tr Ibonds 27 Etf (IBDS) 0.5 $2.5M 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 10k 239.38
Tapestry (TPR) 0.5 $2.4M 21k 113.22
Kla Corp Com New (KLAC) 0.5 $2.4M 2.2k 1078.60
Nextera Energy (NEE) 0.5 $2.4M 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 35k 63.35
Ishares Tr Mbs Etf (MBB) 0.4 $2.2M 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 18k 118.83
Ryder System (R) 0.4 $2.1M 11k 188.64
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.4 $2.0M 40k 51.50
Wal-Mart Stores (WMT) 0.4 $2.0M 19k 103.06
TJX Companies (TJX) 0.4 $1.9M 13k 144.54
Netflix (NFLX) 0.4 $1.8M 1.5k 1198.92
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 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 5.4k 282.16
Intuit (INTU) 0.3 $1.5M 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 33k 42.79
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $1.3M 11k 125.95
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.3M 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
Ecolab (ECL) 0.3 $1.3M 4.7k 273.86
Anglogold Ashanti Com Shs (AU) 0.3 $1.3M 18k 70.33
American Express Company (AXP) 0.2 $1.3M 3.8k 332.16
Chevron Corporation (CVX) 0.2 $1.3M 8.1k 155.29
Evercore Class A (EVR) 0.2 $1.2M 3.7k 337.32
Linde SHS (LIN) 0.2 $1.2M 2.6k 475.00
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.2M 5.6k 215.79
Amphenol Corp Cl A (APH) 0.2 $1.2M 9.7k 123.75
Palo Alto Networks (PANW) 0.2 $1.1M 5.5k 203.62
eBay (EBAY) 0.2 $1.1M 12k 90.95
Johnson & Johnson (JNJ) 0.2 $1.1M 6.0k 185.44
Cisco Systems (CSCO) 0.2 $1.1M 16k 68.42
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $1.1M 21k 52.30
Lockheed Martin Corporation (LMT) 0.2 $1.1M 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 27k 38.29
Mastercard Incorporated Cl A (MA) 0.2 $1.0M 1.8k 568.81
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $1.0M 18k 57.52
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.0M 11k 95.14
Shell Spon Ads (SHEL) 0.2 $1.0M 14k 71.53
Wisdomtree Tr Itl High Div Fd (DTH) 0.2 $1.0M 21k 49.15
Honeywell International (HON) 0.2 $974k 4.6k 210.50
Fiserv (FI) 0.2 $931k 7.2k 128.93
EQT Corporation (EQT) 0.2 $914k 17k 54.43
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $894k 3.0k 293.74
Qualcomm (QCOM) 0.2 $886k 5.3k 166.36
Paccar (PCAR) 0.2 $879k 8.9k 98.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $868k 16k 53.03
Boeing Company (BA) 0.2 $854k 4.0k 215.83
Novo-nordisk A S Adr (NVO) 0.2 $832k 15k 55.49
Coca-Cola Company (KO) 0.2 $831k 13k 66.32
Bank of America Corporation (BAC) 0.2 $813k 16k 51.59
Roper Industries (ROP) 0.2 $806k 1.6k 498.69
Pepsi (PEP) 0.2 $802k 5.7k 140.44
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $780k 9.3k 84.11
Merck & Co (MRK) 0.2 $777k 9.3k 83.93
Texas Instruments Incorporated (TXN) 0.1 $764k 4.2k 183.73
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $748k 5.1k 145.60
salesforce (CRM) 0.1 $697k 2.9k 237.00
Waters Corporation (WAT) 0.1 $685k 2.3k 299.81
Carrier Global Corporation (CARR) 0.1 $657k 11k 59.70
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $657k 4.4k 148.61
Packaging Corporation of America (PKG) 0.1 $653k 3.0k 217.93
Walt Disney Company (DIS) 0.1 $630k 5.5k 114.51
Danaher Corporation (DHR) 0.1 $625k 3.2k 198.26
Unilever Spon Adr New (UL) 0.1 $625k 11k 59.28
Ishares Tr Msci Eafe Etf (EFA) 0.1 $618k 6.6k 93.37
Ishares Tr Esg Aware Msci (ESML) 0.1 $606k 13k 45.08
Union Pacific Corporation (UNP) 0.1 $606k 2.6k 236.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $606k 6.5k 92.98
Emerson Electric (EMR) 0.1 $588k 4.5k 131.18
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $588k 1.1k 546.75
McDonald's Corporation (MCD) 0.1 $586k 1.9k 304.00
Ishares Gold Tr Ishares New (IAU) 0.1 $580k 8.0k 72.77
Ishares Core Msci Emkt (IEMG) 0.1 $574k 8.7k 65.92
Intercontinental Exchange (ICE) 0.1 $556k 3.3k 168.48
Raytheon Technologies Corp (RTX) 0.1 $550k 3.3k 167.33
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $537k 1.4k 391.64
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $533k 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
Sherwin-Williams Company (SHW) 0.1 $513k 1.5k 346.26
Medtronic SHS (MDT) 0.1 $478k 5.0k 95.24
Thermo Fisher Scientific (TMO) 0.1 $475k 979.00 485.02
Ishares Silver Tr Ishares (SLV) 0.1 $473k 11k 42.37
Costco Wholesale Corporation (COST) 0.1 $451k 487.00 925.63
American Tower Reit (AMT) 0.1 $451k 2.3k 192.32
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 5.2k 84.60
Autodesk (ADSK) 0.1 $436k 1.4k 317.67
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
Monster Beverage Corp (MNST) 0.1 $418k 6.2k 67.31
Goldman Sachs (GS) 0.1 $413k 518.00 796.35
Hologic (HOLX) 0.1 $412k 6.1k 67.49
AutoZone (AZO) 0.1 $390k 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 375.00 968.09
American Electric Power Company (AEP) 0.1 $356k 3.2k 112.50
Servicenow (NOW) 0.1 $352k 382.00 920.28
Xylem (XYL) 0.1 $351k 2.4k 147.50
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $344k 15k 22.52
Nike CL B (NKE) 0.1 $343k 4.9k 69.73
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $339k 12k 27.97
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
Ishares Esg Awr Msci Em (ESGE) 0.1 $329k 7.6k 43.42
Astrazeneca Sponsored Adr (AZN) 0.1 $329k 4.3k 76.72
Dupont De Nemours (DD) 0.1 $324k 4.2k 77.90
Otis Worldwide Corp (OTIS) 0.1 $315k 3.4k 91.43
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $308k 14k 21.95
PNC Financial Services (PNC) 0.1 $302k 1.5k 200.93
Howmet Aerospace (HWM) 0.1 $300k 1.5k 196.23
Intuitive Surgical Com New (ISRG) 0.1 $298k 666.00 447.23
Regeneron Pharmaceuticals (REGN) 0.1 $296k 527.00 562.27
Ge Vernova (GEV) 0.1 $295k 480.00 614.90
Schlumberger Com Stk (SLB) 0.1 $293k 8.5k 34.37
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
Xcel Energy (XEL) 0.1 $278k 3.4k 80.65
Spdr Gold Tr Gold Shs (GLD) 0.1 $272k 765.00 355.47
Southern Company (SO) 0.1 $271k 2.9k 94.77
Corning Incorporated (GLW) 0.1 $271k 3.3k 82.03
Deere & Company (DE) 0.1 $269k 588.00 457.26
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $264k 12k 22.95
Smucker J M Com New (SJM) 0.1 $262k 2.4k 108.60
Norfolk Southern (NSC) 0.1 $261k 868.00 300.41
Tyler Technologies (TYL) 0.1 $259k 495.00 523.16
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $252k 3.9k 64.24
Boston Scientific Corporation (BSX) 0.0 $250k 2.6k 97.63
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.0 $249k 13k 19.21
Corteva (CTVA) 0.0 $247k 3.6k 67.63
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $247k 2.2k 112.35
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $242k 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 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 334.00 698.00
Yum! Brands (YUM) 0.0 $227k 1.5k 152.00
Quanta Services (PWR) 0.0 $224k 540.00 414.42
Copart (CPRT) 0.0 $224k 5.0k 44.97
Blackstone Group Inc Com Cl A (BX) 0.0 $218k 1.3k 170.93
Booking Holdings (BKNG) 0.0 $216k 40.00 5399.27
Nxp Semiconductors N V (NXPI) 0.0 $213k 937.00 227.73
Mondelez Intl Cl A (MDLZ) 0.0 $207k 3.3k 62.47
Kinder Morgan (KMI) 0.0 $207k 7.3k 28.31
Pfizer (PFE) 0.0 $206k 8.1k 25.48
Arthur J. Gallagher & Co. (AJG) 0.0 $204k 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