Great Diamond Partners, LLC Top Holdings and 13F Report (2025)

About Great Diamond Partners, LLC

Investment Activity

Great Diamond Partners, LLC has $365.84 million in total holdings as of March 31, 2025.
Great Diamond Partners, LLC owns shares of 179 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 8.39% of the portfolio was purchased this quarter.
About 10.54% of the portfolio was sold this quarter.
This quarter, Great Diamond Partners, LLC has purchased 185 new stocks and bought additional shares in 62 stocks.
Great Diamond Partners, LLC sold shares of 93 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

iShares Russell 3000 ETF: $24,634,888
Vanguard Total Stock Market ETF: $22,824,912
iShares Core MSCI EAFE ETF: $21,206,208
Vanguard Growth ETF: $12,537,795
SPDR S&P 500 ETF Trust: $11,940,775

Largest New Holdings this Quarter

33739H101 - First Trust Global Tactical Commodity Strategy Fund: $7,983,064 Holding
872590104 - T-Mobile US: $1,993,924 Holding
78464A797 - SPDR S&P Bank ETF: $1,956,342 Holding
969457100 - Williams Companies: $962,256 Holding
464288281 - iShares J.P. Morgan USD Emerging Markets Bond ETF: $831,834 Holding

Largest Purchases this Quarter

First Trust Global Tactical Commodity Strategy Fund: 312,816 shares (about $7.98M)
SPDR S&P 500 ETF Trust: 6,926 shares (about $3.87M)
T-Mobile US: 7,476 shares (about $1.99M)
SPDR S&P Bank ETF: 36,940 shares (about $1.96M)
Welltower: 10,894 shares (about $1.67M)

Largest Sales this Quarter

iShares Core MSCI Emerging Markets ETF: 132,202 shares (about $7.13M)
Novo Nordisk A/S: 24,739 shares (about $1.72M)
KLA: 2,005 shares (about $1.36M)
Amgen: 3,674 shares (about $1.14M)
iShares Russell 3000 ETF: 2,852 shares (about $905.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWV iShares Russell 3000 ETF	$24,634,888	$905,909 ▼	-3.5%	77,556	6.7%	ETF
VTI Vanguard Total Stock Market ETF	$22,824,912	$589,257 ▼	-2.5%	83,048	6.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$21,206,208	$213,106 ▲	1.0%	280,320	5.8%	ETF
VUG Vanguard Growth ETF	$12,537,795	$358,212 ▼	-2.8%	33,811	3.4%	ETF
SPY SPDR S&P 500 ETF Trust	$11,940,775	$3,874,347 ▲	48.0%	21,346	3.3%	Finance
VXF Vanguard Extended Market ETF	$10,375,737	$135,569 ▲	1.3%	60,233	2.8%	ETF
MSFT Microsoft	$9,023,512	$520,659 ▼	-5.5%	24,038	2.5%	Computer and Technology
AGZ iShares Agency Bond ETF	$8,534,131	$192,614 ▲	2.3%	77,980	2.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$8,078,697	$246,311 ▲	3.1%	81,669	2.2%	Finance
FTGC First Trust Global Tactical Commodity Strategy Fund	$7,983,064	$7,983,064 ▲	New Holding	312,816	2.2%	Manufacturing
IDXX IDEXX Laboratories	$5,971,269	$36,956 ▼	-0.6%	14,219	1.6%	Medical
IEI iShares 3-7 Year Treasury Bond ETF	$5,584,597	$578,153 ▲	11.5%	47,273	1.5%	ETF
LLY Eli Lilly and Company	$5,459,265	$557,489 ▼	-9.3%	6,610	1.5%	Medical
AAPL Apple	$5,455,141	$289,661 ▲	5.6%	24,558	1.5%	Computer and Technology
FFEB FT Vest U.S. Equity Buffer ETF - February	$5,306,596	$110,119 ▼	-2.0%	108,764	1.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$5,126,064	$77,954 ▼	-1.5%	29,591	1.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,303,604	$149,026 ▲	3.6%	73,755	1.2%	ETF
WM Waste Management	$4,152,826	$171,549 ▼	-4.0%	17,938	1.1%	Business Services
NVDA NVIDIA	$4,148,028	$288,616 ▼	-6.5%	38,273	1.1%	Computer and Technology
AVGO Broadcom	$3,937,488	$9,209 ▲	0.2%	23,517	1.1%	Computer and Technology
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,747,706	$225,247 ▼	-5.7%	50,913	1.0%	Manufacturing
PAYX Paychex	$3,738,359	$29,776 ▼	-0.8%	24,231	1.0%	Business Services
WSM Williams-Sonoma	$3,687,050	$268,454 ▼	-6.8%	23,321	1.0%	Retail/Wholesale
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$3,521,296	$88,730 ▲	2.6%	145,448	1.0%	ETF
ADP Automatic Data Processing	$3,497,707	$204,400 ▼	-5.5%	11,448	1.0%	Business Services
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$3,484,289	$101,773 ▲	3.0%	137,937	1.0%	ETF
ARES Ares Management	$3,434,779	$137,520 ▼	-3.8%	23,428	0.9%	Finance
AMGN Amgen	$3,279,998	$1,144,635 ▼	-25.9%	10,528	0.9%	Medical
AMP Ameriprise Financial	$3,246,442	$123,932 ▼	-3.7%	6,706	0.9%	Finance
ORCL Oracle	$2,978,792	$63,474 ▼	-2.1%	21,306	0.8%	Computer and Technology
HD Home Depot	$2,962,964	$123,136 ▼	-4.0%	8,085	0.8%	Retail/Wholesale
UNM Unum Group	$2,874,968	$31,851 ▼	-1.1%	35,293	0.8%	Finance
AMZN Amazon.com	$2,802,720	$165,526 ▼	-5.6%	14,731	0.8%	Retail/Wholesale
ETN Eaton	$2,700,087	$17,125 ▲	0.6%	9,933	0.7%	Industrials
BLACKROCK INC	$2,627,428	$188,349 ▼	-6.7%	2,776	0.7%	COM
AFL Aflac	$2,618,858	$142,212 ▼	-5.2%	23,553	0.7%	Finance
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$2,593,963	$53,150 ▲	2.1%	49,390	0.7%	Manufacturing
ACN Accenture	$2,591,492	$190,968 ▼	-6.9%	8,305	0.7%	Computer and Technology
ABT Abbott Laboratories	$2,553,910	$87,151 ▼	-3.3%	19,253	0.7%	Medical
HUBB Hubbell	$2,525,505	$58,571 ▼	-2.3%	7,632	0.7%	Industrials
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$2,520,277	$47,980 ▲	1.9%	100,170	0.7%	ETF
BKLN Invesco Senior Loan ETF	$2,460,920	$49,204 ▲	2.0%	118,885	0.7%	ETF
PFF iShares Preferred and Income Securities ETF	$2,442,236	$48,492 ▲	2.0%	79,474	0.7%	ETF
PH Parker-Hannifin	$2,335,968	$1,320,858 ▲	130.1%	3,843	0.6%	Industrials
WELL Welltower	$2,308,262	$1,669,070 ▲	261.1%	15,066	0.6%	Finance
TSM Taiwan Semiconductor Manufacturing	$2,249,134	$991,684 ▲	78.9%	13,549	0.6%	Computer and Technology
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF	$2,221,024	$4,343 ▼	-0.2%	15,852	0.6%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$2,139,726	$47,614 ▲	2.3%	13,976	0.6%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$2,138,598	$28,665 ▲	1.4%	33,946	0.6%	Manufacturing
PG Procter & Gamble	$2,121,899	$79,416 ▼	-3.6%	12,451	0.6%	Consumer Staples
CAH Cardinal Health	$2,113,667	$96,026 ▼	-4.3%	15,342	0.6%	Medical
GRMN Garmin	$2,100,950	$1,384,204 ▲	193.1%	9,676	0.6%	Computer and Technology
RTH VanEck Retail ETF	$2,039,832	$46,057 ▲	2.3%	9,035	0.6%	Manufacturing
MLPX Global X MLP & Energy Infrastructure ETF	$2,035,411	$23,227 ▲	1.2%	31,898	0.6%	ETF
V Visa	$2,002,657	$158,418 ▼	-7.3%	5,714	0.5%	Business Services
IGV iShares Expanded Tech-Software Sector ETF	$2,001,652	$28,388 ▲	1.4%	22,493	0.5%	ETF
TMUS T-Mobile US	$1,993,924	$1,993,924 ▲	New Holding	7,476	0.5%	Computer and Technology
GOOG Alphabet	$1,988,652	$338,550 ▼	-14.5%	12,729	0.5%	Computer and Technology
KBE SPDR S&P Bank ETF	$1,956,342	$1,956,342 ▲	New Holding	36,940	0.5%	ETF
EVR Evercore	$1,902,333	$16,177 ▲	0.9%	9,525	0.5%	Finance
UNH UnitedHealth Group	$1,843,600	$668,829 ▼	-26.6%	3,520	0.5%	Medical
PKB Invesco Building & Construction ETF	$1,829,558	$46,794 ▲	2.6%	27,173	0.5%	ETF
ABBV AbbVie	$1,801,662	$12,571 ▼	-0.7%	8,599	0.5%	Medical
SKYY First Trust Cloud Computing ETF	$1,792,808	$212,025 ▼	-10.6%	17,537	0.5%	Manufacturing
NEE NextEra Energy	$1,685,835	$69,401 ▼	-4.0%	23,781	0.5%	Utilities
APO Apollo Global Management	$1,663,684	$1,084,565 ▲	187.3%	12,149	0.5%	Finance
SMH VanEck Semiconductor ETF	$1,656,445	$76,341 ▲	4.8%	7,833	0.5%	Manufacturing
GOOGL Alphabet	$1,635,627	$90,155 ▼	-5.2%	10,577	0.4%	Computer and Technology
COP ConocoPhillips	$1,603,655	$102,079 ▼	-6.0%	15,270	0.4%	Energy
META Meta Platforms	$1,589,601	$114,119 ▼	-6.7%	2,758	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$1,588,154	$38,878 ▲	2.5%	2,982	0.4%	Finance
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,578,398	$47,780 ▲	3.1%	65,277	0.4%	ETF
MS Morgan Stanley	$1,550,428	$110,487 ▼	-6.7%	13,289	0.4%	Finance
KLAC KLA	$1,502,358	$1,362,999 ▼	-47.6%	2,210	0.4%	Computer and Technology
NFLX Netflix	$1,485,520	$190,236 ▼	-11.4%	1,593	0.4%	Consumer Discretionary
ITW Illinois Tool Works	$1,199,376	$64,731 ▼	-5.1%	4,836	0.3%	Industrials
VIG Vanguard Dividend Appreciation ETF	$1,156,956	$12,027 ▼	-1.0%	5,964	0.3%	ETF
EMLP First Trust North American Energy Infrastructure Fund	$1,144,607	$54,023 ▼	-4.5%	30,531	0.3%	ETF
XOM Exxon Mobil	$1,125,197	$85,630 ▲	8.2%	9,461	0.3%	Energy
TJX TJX Companies	$1,114,957	$34,226 ▼	-3.0%	9,154	0.3%	Retail/Wholesale
DON WisdomTree U.S. MidCap Dividend Fund	$1,097,462	$15,797 ▼	-1.4%	22,162	0.3%	Finance
DSI iShares ESG MSCI KLD 400 ETF	$1,087,901	$18,741 ▼	-1.7%	10,623	0.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,085,800	$1,780 ▼	-0.2%	11,593	0.3%	ETF
TSLA Tesla	$1,040,009	$318,508 ▼	-23.4%	4,013	0.3%	Auto/Tires/Trucks
SDOG ALPS Sector Dividend Dogs ETF	$1,028,370	$2,266 ▼	-0.2%	17,700	0.3%	ETF
LMT Lockheed Martin	$984,549	$54,052 ▼	-5.2%	2,204	0.3%	Aerospace
WMB Williams Companies	$962,256	$962,256 ▲	New Holding	16,102	0.3%	Energy
SPDW SPDR Portfolio Developed World ex-US ETF	$869,544	$49,918 ▲	6.1%	23,882	0.2%	ETF
QQQ Invesco QQQ	$855,310		0.0%	1,824	0.2%	Finance
OWL Blue Owl Capital	$845,868	$22,264 ▲	2.7%	42,209	0.2%	Finance
CRM Salesforce	$832,721	$58,771 ▼	-6.6%	3,103	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$832,058	$9,076 ▲	1.1%	3,392	0.2%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$831,834	$831,834 ▲	New Holding	9,182	0.2%	ETF
XLG Invesco S&P 500 Top 50 ETF	$815,382	$41,970 ▲	5.4%	17,718	0.2%	ETF
MA Mastercard	$813,958	$120,586 ▼	-12.9%	1,485	0.2%	Business Services
SHEL Shell	$783,217	$13,703 ▲	1.8%	10,688	0.2%	Energy
MRK Merck & Co., Inc.	$738,815	$267,485 ▼	-26.6%	8,231	0.2%	Medical
KO Coca-Cola	$717,203	$21,486 ▼	-2.9%	10,014	0.2%	Consumer Staples
UNP Union Pacific	$706,830	$4,961 ▼	-0.7%	2,992	0.2%	Transportation
VRTX Vertex Pharmaceuticals	$655,961	$163,869 ▲	33.3%	1,353	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Great Diamond Partners, LLC Top Holdings and 13F Report (2025)

About Great Diamond Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Great Diamond Partners, LLC Top Holdings and 13F Report (2025)

About Great Diamond Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreat Diamond Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools