Great Diamond Partners, LLC Top Holdings and 13F Report (2025) About Great Diamond Partners, LLCInvestment ActivityGreat Diamond Partners, LLC has $473.45 million in total holdings as of June 30, 2025.Great Diamond Partners, LLC owns shares of 225 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 21.95% of the portfolio was purchased this quarter.About 6.35% of the portfolio was sold this quarter.This quarter, Great Diamond Partners, LLC has purchased 179 new stocks and bought additional shares in 109 stocks.Great Diamond Partners, LLC sold shares of 53 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Russell 3000 ETF $27,477,684Vanguard Total Stock Market ETF $26,079,929iShares Core MSCI EAFE ETF $23,656,896Microsoft $15,122,109Vanguard Growth ETF $14,832,826 Largest New Holdings this Quarter 82889N723 - Simplify Aggregate Bond ETF $8,682,567 Holding37960A529 - GLOBAL X FDS $2,369,211 Holding064058100 - Bank of New York Mellon $2,268,912 Holding92189F106 - VanEck Gold Miners ETF $2,250,502 Holding464288588 - iShares MBS ETF $1,878,739 Holding Largest Purchases this Quarter Procter & Gamble 67,259 shares (about $10.72M)Simplify Aggregate Bond ETF 420,667 shares (about $8.68M)Microsoft 6,364 shares (about $3.17M)AT&T 95,096 shares (about $2.75M)Exxon Mobil 22,148 shares (about $2.39M) Largest Sales this Quarter Eli Lilly and Company 2,353 shares (about $1.83M)Taiwan Semiconductor Manufacturing 7,208 shares (about $1.63M)Evercore 5,894 shares (about $1.59M)UnitedHealth Group 2,848 shares (about $888.49K)Broadcom 1,863 shares (about $513.54K) 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 PortfolioSectorIWViShares Russell 3000 ETF$27,477,684$255,528 ▲0.9%78,2845.8%ETFVTIVanguard Total Stock Market ETF$26,079,929$839,151 ▲3.3%85,8095.5%ETFIEFAiShares Core MSCI EAFE ETF$23,656,896$255,783 ▲1.1%283,3845.0%ETFMSFTMicrosoft$15,122,109$3,165,486 ▲26.5%30,4023.2%Computer and TechnologyVUGVanguard Growth ETF$14,832,826$10,083 ▲0.1%33,8343.1%ETFSPYSPDR S&P 500 ETF Trust$14,312,539$1,123,873 ▲8.5%23,1653.0%FinancePGProcter & Gamble$12,699,397$10,715,704 ▲540.2%79,7102.7%Consumer StaplesVXFVanguard Extended Market ETF$11,789,420$181,918 ▲1.6%61,1772.5%ETFAGGHSimplify Aggregate Bond ETF$8,682,567$8,682,567 ▲New Holding420,6671.8%ETFAGZiShares Agency Bond ETF$8,584,574$30,168 ▲0.4%78,2551.8%FinanceIDXXIDEXX Laboratories$8,121,260$495,042 ▲6.5%15,1421.7%MedicalFTGCFirst Trust Global Tactical Commodity Strategy Fund$7,822,265$105,094 ▲1.4%317,0761.7%ManufacturingNVDANVIDIA$6,248,978$202,227 ▲3.3%39,5531.3%Computer and TechnologyORCLOracle$5,981,717$1,323,586 ▲28.4%27,3601.3%Computer and TechnologyAVGOBroadcom$5,968,986$513,541 ▼-7.9%21,6541.3%Computer and TechnologyAAPLApple$5,930,301$891,679 ▲17.7%28,9041.3%Computer and TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$5,712,987$12,579 ▲0.2%109,0041.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,611,997$17,744 ▼-0.3%47,1241.2%ETFRSPInvesco S&P 500 Equal Weight ETF$5,438,950$61,065 ▲1.1%29,9271.1%ETFIJHiShares Core S&P Mid-Cap ETF$5,069,887$495,602 ▲10.8%81,7461.1%ETFADPAutomatic Data Processing$4,601,945$1,071,382 ▲30.3%14,9221.0%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$4,390,197$200,628 ▼-4.4%48,6880.9%ManufacturingWMWaste Management$4,182,601$78,028 ▲1.9%18,2790.9%Business ServicesAMZNAmazon.com$4,042,919$811,085 ▲25.1%18,4280.9%Retail/WholesaleARESAres Management$4,019,452$38,277 ▼-0.9%23,2070.8%FinanceETNEaton$3,856,920$310,938 ▲8.8%10,8040.8%IndustrialsAMPAmeriprise Financial$3,633,634$54,440 ▲1.5%6,8080.8%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,609,516$82,402 ▲2.3%148,8460.8%ETFGOOGLAlphabet$3,608,133$1,744,148 ▲93.6%20,4740.8%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,591,770$85,411 ▲2.4%141,2970.8%ETFWSMWilliams-Sonoma$3,501,999$307,952 ▼-8.1%21,4360.7%Retail/WholesalePAYXPaychex$3,494,095$30,547 ▼-0.9%24,0210.7%Computer and TechnologyXOMExxon Mobil$3,407,450$2,387,554 ▲234.1%31,6090.7%EnergyACNAccenture$3,385,527$903,246 ▲36.4%11,3270.7%Computer and TechnologyLLYEli Lilly and Company$3,318,459$1,834,234 ▼-35.6%4,2570.7%MedicalHDHome Depot$3,273,621$309,434 ▲10.4%8,9290.7%Retail/WholesaleABTAbbott Laboratories$3,092,595$473,995 ▲18.1%22,7380.7%MedicalTAT&T$3,060,897$2,752,078 ▲891.2%105,7670.6%Computer and TechnologyAMGNAmgen$2,952,087$12,564 ▲0.4%10,5730.6%MedicalBLACKROCK INC$2,920,063$7,345 ▲0.3%2,7830.6%COMGOOGAlphabet$2,914,872$656,875 ▲29.1%16,4320.6%Computer and TechnologyUNMUnum Group$2,881,275$31,012 ▲1.1%35,6770.6%FinanceCAHCardinal Health$2,828,448$250,992 ▲9.7%16,8360.6%MedicalPHParker-Hannifin$2,747,083$62,862 ▲2.3%3,9330.6%IndustrialsEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,698,947$1,848,510 ▲217.4%29,1400.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,643,664$11,671 ▲0.4%49,6090.6%ManufacturingWELLWelltower$2,616,331$300,235 ▲13.0%17,0190.6%FinanceJPMJPMorgan Chase & Co.$2,581,359$1,597,984 ▲162.5%8,9040.5%FinanceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$2,572,996$20,664 ▲0.8%100,9810.5%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$2,555,536$125,671 ▼-4.7%15,1090.5%ETFIGViShares Expanded Tech-Software Sector ETF$2,530,764$67,781 ▲2.8%23,1120.5%ETFBKLNInvesco Senior Loan ETF$2,509,438$22,363 ▲0.9%119,9540.5%ETFMETAMeta Platforms$2,506,554$470,901 ▲23.1%3,3960.5%Computer and TechnologyAFLAflac$2,464,495$19,405 ▼-0.8%23,3690.5%FinanceITAiShares U.S. Aerospace & Defense ETF$2,463,450$172,983 ▼-6.6%13,0590.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$2,440,629$125,009 ▼-4.9%32,2920.5%ManufacturingTMUST-Mobile US$2,386,412$605,180 ▲34.0%10,0160.5%Computer and TechnologyGLOBAL X FDS$2,369,211$2,369,211 ▲New Holding39,3230.5%DEFENSE TECH ETFBKBank of New York Mellon$2,268,912$2,268,912 ▲New Holding24,9030.5%FinanceVVisa$2,255,762$226,890 ▲11.2%6,3530.5%Business ServicesGDXVanEck Gold Miners ETF$2,250,502$2,250,502 ▲New Holding43,2290.5%ETFRTHVanEck Retail ETF$2,222,163$65,870 ▲3.1%9,3110.5%ManufacturingSKYYFirst Trust Cloud Computing ETF$2,217,132$83,932 ▲3.9%18,2270.5%ManufacturingGRMNGarmin$2,209,719$190,144 ▲9.4%10,5870.5%Computer and TechnologyPKBInvesco Building & Construction ETF$2,148,364$34,952 ▼-1.6%26,7380.5%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$2,071,289$72,560 ▲3.6%33,0560.4%ETFNFLXNetflix$2,070,295$62,939 ▼-3.0%1,5460.4%Consumer DiscretionaryWMBWilliams Companies$2,062,178$1,050,811 ▲103.9%32,8320.4%EnergyKLACKLA$1,981,377$1,791 ▲0.1%2,2120.4%Computer and TechnologyMSMorgan Stanley$1,882,030$10,142 ▲0.5%13,3610.4%FinanceMBBiShares MBS ETF$1,878,739$1,878,739 ▲New Holding20,0100.4%ETFWMTWalmart$1,871,118$1,236,917 ▲195.0%19,1360.4%Retail/WholesalePGIM ETF TR$1,870,002$1,870,002 ▲New Holding36,3460.4%AAA CLO ETFIJRiShares Core S&P Small-Cap ETF$1,867,438$1,269,075 ▲212.1%17,0870.4%ETFABBVAbbVie$1,789,191$193,045 ▲12.1%9,6390.4%MedicalAPOApollo Global Management$1,729,112$5,533 ▲0.3%12,1880.4%FinanceRRyder System$1,707,342$1,108,230 ▲185.0%10,7380.4%TransportationTJXTJX Companies$1,588,328$457,901 ▲40.5%12,8620.3%Retail/WholesaleIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,529,156$55,117 ▼-3.5%63,0060.3%ETFINTUIntuit$1,509,887$1,231,066 ▲441.5%1,9170.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,488,240$1,488,240 ▲New Holding18,7200.3%ETFBRK.BBerkshire Hathaway$1,475,769$27,203 ▲1.9%3,0380.3%FinanceIBMInternational Business Machines$1,469,773$1,105,720 ▲303.7%4,9860.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,436,173$1,632,540 ▼-53.2%6,3410.3%Computer and TechnologyCOPConocoPhillips$1,425,879$55,549 ▲4.1%15,8890.3%EnergyVOOVanguard S&P 500 ETF$1,334,871$1,334,871 ▲New Holding2,3500.3%ETFECLEcolab$1,297,623$998,545 ▲333.9%4,8160.3%Basic MaterialsTSLATesla$1,289,700$14,930 ▲1.2%4,0600.3%Auto/Tires/TrucksITWIllinois Tool Works$1,235,014$39,313 ▲3.3%4,9950.3%IndustrialsLINDE PLC$1,222,683$950,089 ▲348.5%2,6060.3%SHSAXPAmerican Express$1,210,848$790,113 ▲187.8%3,7960.3%FinanceFIFiserv$1,210,146$1,210,146 ▲New Holding7,0190.3%Business ServicesQQQInvesco QQQ$1,203,806$197,508 ▲19.6%2,1820.3%FinanceVIGVanguard Dividend Appreciation ETF$1,193,840$26,812 ▼-2.2%5,8330.3%ETFDSIiShares ESG MSCI KLD 400 ETF$1,186,691$47,277 ▼-3.8%10,2160.3%ETFSYKStryker$1,147,723$899,663 ▲362.7%2,9010.2%MedicalPANWPalo Alto Networks$1,141,277$877,701 ▲333.0%5,5770.2%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$1,102,869$42,349 ▼-3.7%29,4020.2%ETFCVXChevron$1,102,420$752,464 ▲215.0%7,6990.2%EnergyHONHoneywell International$1,094,070$1,094,070 ▲New Holding4,6980.2%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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