Great Diamond Partners, LLC Top Holdings and 13F Report (2025) About Great Diamond Partners, LLCInvestment ActivityGreat Diamond Partners, LLC has $515.58 million in total holdings as of September 30, 2025.Great Diamond Partners, LLC owns shares of 225 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 7.29% of the portfolio was purchased this quarter.About 4.70% of the portfolio was sold this quarter.This quarter, Great Diamond Partners, LLC has purchased 225 new stocks and bought additional shares in 86 stocks.Great Diamond Partners, LLC sold shares of 101 stocks and completely divested from 17 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $34,399,180iShares Russell 3000 ETF $29,036,656Vanguard Total Stock Market ETF $29,034,184SPDR S&P 500 ETF Trust $15,651,284Microsoft $15,472,565 Largest New Holdings this Quarter 72201R585 - PIMCO Multi Sector Bond Active ETF $6,529,904 Holding37950E416 - Global X Social Media ETF $2,540,236 Holding876030107 - Tapestry $2,394,943 Holding65339F101 - NextEra Energy $2,366,461 Holding278642103 - eBay $1,116,957 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 110,605 shares (about $9.66M)PIMCO Multi Sector Bond Active ETF 243,290 shares (about $6.53M)Global X Social Media ETF 41,813 shares (about $2.54M)Tapestry 21,153 shares (about $2.39M)NextEra Energy 31,348 shares (about $2.37M) Largest Sales this Quarter iShares Agency Bond ETF 14,664 shares (about $1.62M)Vanguard Growth ETF 2,557 shares (about $1.23M)iShares iBonds Dec 2026 Term Corporate ETF 42,300 shares (about $1.03M)Oracle 3,163 shares (about $889.56K)iShares Russell 3000 ETF 1,658 shares (about $628.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreat Diamond Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$34,399,180$9,656,923 ▲39.0%393,9896.7%ETFIWViShares Russell 3000 ETF$29,036,656$628,283 ▼-2.1%76,6265.6%ETFVTIVanguard Total Stock Market ETF$29,034,184$874,245 ▲3.1%88,4735.6%ETFSPYSPDR S&P 500 ETF Trust$15,651,284$219,174 ▲1.4%23,4943.0%FinanceMSFTMicrosoft$15,472,565$274,520 ▼-1.7%29,8723.0%Computer and TechnologyVUGVanguard Growth ETF$15,000,762$1,226,363 ▼-7.6%31,2772.9%ETFVXFVanguard Extended Market ETF$13,012,993$206,200 ▲1.6%62,1622.5%ETFPGProcter & Gamble$12,229,772$17,670 ▼-0.1%79,5952.4%Consumer StaplesIDXXIDEXX Laboratories$9,583,989$90,083 ▼-0.9%15,0011.9%MedicalAGGHSimplify Aggregate Bond ETF$9,548,905$836,891 ▲9.6%461,0771.9%ETFAAPLApple$7,335,973$23,935 ▼-0.3%28,8101.4%Computer and TechnologyNVDANVIDIA$7,178,666$201,133 ▼-2.7%38,4751.4%Computer and TechnologyAGZiShares Agency Bond ETF$7,018,539$1,618,466 ▼-18.7%63,5911.4%FinanceORCLOracle$6,805,164$889,562 ▼-11.6%24,1971.3%Computer and TechnologyAVGOBroadcom$6,718,360$425,589 ▼-6.0%20,3641.3%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$6,529,904$6,529,904 ▲New Holding243,2901.3%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$6,091,869$80,843 ▲1.3%110,4701.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,952,913$321,123 ▲5.7%49,8111.2%ETFRSPInvesco S&P 500 Equal Weight ETF$5,771,452$94,281 ▲1.7%30,4241.1%ETFIJHiShares Core S&P Mid-Cap ETF$5,565,112$230,368 ▲4.3%85,2761.1%ETFGOOGLAlphabet$4,938,577$38,653 ▼-0.8%20,3151.0%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$4,662,518$137,632 ▼-2.9%47,2920.9%ManufacturingWMWaste Management$4,474,678$438,127 ▲10.9%20,2630.9%Business ServicesADPAutomatic Data Processing$4,419,523$39,916 ▲0.9%15,0580.9%Computer and TechnologyETNEaton$4,308,366$264,969 ▲6.6%11,5120.8%IndustrialsWSMWilliams-Sonoma$4,249,669$60,003 ▲1.4%21,7430.8%Retail/WholesaleAMZNAmazon.com$4,026,914$19,322 ▼-0.5%18,3400.8%Retail/WholesaleGOOGAlphabet$3,986,426$15,587 ▼-0.4%16,3680.8%Computer and TechnologyARESAres Management$3,769,247$58,680 ▲1.6%23,5740.7%FinanceHDHome Depot$3,568,794$49,437 ▼-1.4%8,8070.7%Retail/WholesaleXOMExxon Mobil$3,555,346$8,569 ▼-0.2%31,5330.7%EnergyIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,535,158$70,741 ▼-2.0%138,5250.7%ETFWELLWelltower$3,514,524$482,759 ▲15.9%19,7290.7%FinanceAMPAmeriprise Financial$3,456,435$112,005 ▲3.3%7,0360.7%FinanceBLACKROCK INC$3,242,284$2,332 ▼-0.1%2,7810.6%COMLLYEli Lilly and Company$3,187,814$60,277 ▼-1.9%4,1780.6%MedicalTAT&T$3,071,072$84,212 ▲2.8%108,7490.6%Computer and TechnologyPAYXPaychex$3,028,170$16,732 ▼-0.5%23,8890.6%Computer and TechnologyABTAbbott Laboratories$3,026,240$19,287 ▼-0.6%22,5940.6%MedicalPHParker-Hannifin$3,019,711$37,907 ▲1.3%3,9830.6%IndustrialsAMGNAmgen$2,976,363$7,337 ▼-0.2%10,5470.6%MedicalEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,918,335$144,498 ▲5.2%30,6580.6%ETFGDXVanEck Gold Miners ETF$2,850,790$451,906 ▼-13.7%37,3140.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,845,999$162,649 ▲6.1%52,6160.6%ManufacturingUNMUnum Group$2,842,781$67,824 ▲2.4%36,5490.6%FinanceBKBank of New York Mellon$2,797,766$84,335 ▲3.1%25,6770.5%FinanceJPMJPMorgan Chase & Co.$2,797,233$11,355 ▼-0.4%8,8680.5%FinanceGLOBAL X FDS$2,763,171$1,124 ▲0.0%39,3390.5%DEFENSE TECH ETFCAHCardinal Health$2,762,810$120,231 ▲4.5%17,6020.5%MedicalSJNKSPDR Bloomberg Short Term High Yield Bond ETF$2,758,938$173,824 ▲6.7%107,7710.5%ETFITAiShares U.S. Aerospace & Defense ETF$2,711,382$21,345 ▼-0.8%12,9570.5%ETFBKLNInvesco Senior Loan ETF$2,689,568$178,931 ▲7.1%128,5030.5%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$2,662,575$9,905 ▼-0.4%15,0530.5%ETFIGViShares Expanded Tech-Software Sector ETF$2,655,351$2,760 ▼-0.1%23,0880.5%ETFGRMNGarmin$2,637,755$31,024 ▲1.2%10,7130.5%Computer and TechnologyACNAccenture$2,627,276$165,962 ▼-5.9%10,6540.5%Computer and TechnologyAFLAflac$2,618,583$8,266 ▲0.3%23,4430.5%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,589,068$1,027,890 ▼-28.4%106,5460.5%ETFPKBInvesco Building & Construction ETF$2,543,042$13,193 ▼-0.5%26,6000.5%ETFSOCLGlobal X Social Media ETF$2,540,236$2,540,236 ▲New Holding41,8130.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,526,784$993,218 ▲64.8%103,8120.5%ETFMETAMeta Platforms$2,472,657$21,297 ▼-0.9%3,3670.5%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$2,465,666$15,593 ▲0.6%18,3430.5%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$2,465,080$10,565 ▲0.4%32,4310.5%ManufacturingTMUST-Mobile US$2,457,954$60,324 ▲2.5%10,2680.5%Computer and TechnologyTPRTapestry$2,394,943$2,394,943 ▲New Holding21,1530.5%Retail/WholesaleKLACKLA$2,383,706$2,157 ▼-0.1%2,2100.5%Computer and TechnologyNEENextEra Energy$2,366,461$2,366,461 ▲New Holding31,3480.5%UtilitiesRTHVanEck Retail ETF$2,355,681$19,570 ▲0.8%9,3890.5%ManufacturingABBVAbbVie$2,273,028$41,214 ▲1.8%9,8170.4%MedicalWMBWilliams Companies$2,199,512$119,605 ▲5.8%34,7200.4%EnergyMBBiShares MBS ETF$2,184,359$280,407 ▲14.7%22,9570.4%ETFVVisa$2,154,233$14,680 ▼-0.7%6,3100.4%Business ServicesMSMorgan Stanley$2,109,876$13,988 ▼-0.7%13,2730.4%FinanceIJRiShares Core S&P Small-Cap ETF$2,088,794$58,346 ▲2.9%17,5780.4%ETFRRyder System$2,055,799$30,182 ▲1.5%10,8980.4%TransportationPGIM ETF TR$2,038,319$166,500 ▲8.9%39,5790.4%AAA CLO ETFWMTWalmart$1,955,770$16,387 ▼-0.8%18,9770.4%Retail/WholesaleTJXTJX Companies$1,860,953$1,879 ▲0.1%12,8750.4%Retail/WholesaleNFLXNetflix$1,819,961$33,570 ▼-1.8%1,5180.4%Consumer DiscretionaryTSLATesla$1,783,772$21,791 ▼-1.2%4,0110.3%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$1,751,428$19,550 ▼-1.1%6,2710.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,566,628$70,338 ▲4.7%19,6000.3%ETFBRK.BBerkshire Hathaway$1,525,816$1,508 ▼-0.1%3,0350.3%FinanceIBMInternational Business Machines$1,521,689$114,839 ▲8.2%5,3930.3%Computer and TechnologyINTUIntuit$1,520,841$211,702 ▲16.2%2,2270.3%Computer and TechnologyCOPConocoPhillips$1,491,117$11,824 ▼-0.8%15,7640.3%EnergyVOOVanguard S&P 500 ETF$1,439,0930.0%2,3500.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,425,121$383,142 ▲36.8%33,3050.3%ETFDSIiShares ESG MSCI KLD 400 ETF$1,323,735$37,029 ▲2.9%10,5100.3%ETFVYMVanguard High Dividend Yield ETF$1,319,574$266,396 ▲25.3%9,3620.3%ETFQQQInvesco QQQ$1,310,644$600 ▲0.0%2,1830.3%FinanceITWIllinois Tool Works$1,299,889$2,608 ▼-0.2%4,9850.3%IndustrialsECLEcolab$1,299,466$19,444 ▼-1.5%4,7450.3%Basic MaterialsANGLOGOLD ASHANTI PLC$1,295,830$75,042 ▲6.1%18,4250.3%COM SHSAXPAmerican Express$1,265,862$4,982 ▲0.4%3,8110.2%FinanceCVXChevron$1,252,414$56,836 ▲4.8%8,0650.2%EnergyEVREvercore$1,239,651$14,842 ▲1.2%3,6750.2%FinanceLINDE PLC$1,211,725$26,125 ▼-2.1%2,5510.2%SHSVIGVanguard Dividend Appreciation ETF$1,210,150$48,553 ▼-3.9%5,6080.2%ETFShowing largest 100 holdings. 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