Great Diamond Partners
Latest statistics and disclosures from Great Diamond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWV, VTI, IEFA, MSFT, VUG, and represent 23.70% of Great Diamond Partners's stock portfolio.
- Added to shares of these 10 stocks: WSM, IJH, PFF, AVGO, NUE, AFL, IGV, CAH, VXF, IEFA.
- Started 13 new stock positions in XLG, LUMN, GE, EMR, CB, BK, WSM, PLD, IGLB, TSCO. OWL, VLO, EVR.
- Reduced shares in these 10 stocks: XOM, IGSB, SPY, ALB, TXN, LLY, JPST, GILD, MSFT, NKE.
- Sold out of its positions in APD, ALB, AVB, BMY, CL, DEA, FTSM, GILD, SLV, JMST. JPST, NKE, PKX, PFE, HYMB, DIA, BIL, SCHA, MMM, URI, GDX, VTV, VB.
- Great Diamond Partners was a net buyer of stock by $2.2M.
- Great Diamond Partners has $436M in assets under management (AUM), dropping by 7.32%.
- Central Index Key (CIK): 0001801112
Tip: Access up to 7 years of quarterly data
Positions held by Great Diamond Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Great Diamond Partners
Great Diamond Partners holds 220 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Russell 3000 Etf (IWV) | 6.4 | $28M | +2% | 93k | 300.08 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.8 | $25M | 98k | 259.90 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.2 | $23M | +4% | 305k | 74.22 |
|
| Microsoft Corporation (MSFT) | 3.2 | $14M | -5% | 33k | 420.72 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $14M | 39k | 344.20 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.7 | $12M | +10% | 67k | 175.27 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 1.9 | $8.4M | 78k | 108.05 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $7.9M | +2% | 81k | 97.94 |
|
| IDEXX Laboratories (IDXX) | 1.8 | $7.8M | 15k | 539.93 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.8 | $7.7M | +7% | 149k | 51.60 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 1.6 | $7.0M | +2% | 163k | 42.88 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $6.7M | -14% | 8.6k | 777.96 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $6.4M | -27% | 12k | 523.07 |
|
| Kla Corp Com New (KLAC) | 1.4 | $6.1M | 8.8k | 698.57 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $5.8M | +2% | 34k | 169.37 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 1.3 | $5.7M | +2% | 127k | 45.27 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.3 | $5.5M | 47k | 115.81 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $5.2M | -11% | 5.7k | 903.56 |
|
| Apple (AAPL) | 1.1 | $5.0M | -11% | 29k | 171.48 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $4.9M | +451% | 80k | 60.74 |
|
| Waste Management (WM) | 1.1 | $4.7M | 22k | 213.15 |
|
|
| Novo-nordisk A S Adr (NVO) | 1.1 | $4.7M | +11% | 37k | 128.40 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 1.0 | $4.4M | 63k | 69.67 |
|
|
| Amgen (AMGN) | 1.0 | $4.3M | 15k | 284.32 |
|
|
| Williams-Sonoma (WSM) | 1.0 | $4.2M | NEW | 13k | 317.53 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $4.1M | 12k | 346.61 |
|
|
| Automatic Data Processing (ADP) | 0.9 | $4.1M | -10% | 16k | 249.74 |
|
| Home Depot (HD) | 0.9 | $4.0M | -2% | 11k | 383.59 |
|
| Hubbell (HUBB) | 0.9 | $3.7M | +3% | 9.0k | 415.05 |
|
| Broadcom (AVGO) | 0.8 | $3.7M | +64% | 2.8k | 1325.52 |
|
| Amazon (AMZN) | 0.8 | $3.6M | 20k | 180.38 |
|
|
| Oracle Corporation (ORCL) | 0.8 | $3.5M | +3% | 28k | 125.61 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.8 | $3.5M | +2% | 26k | 132.98 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.8 | $3.5M | +2% | 138k | 25.05 |
|
| Ameriprise Financial (AMP) | 0.8 | $3.5M | 7.9k | 438.44 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.8 | $3.4M | +3% | 137k | 24.91 |
|
| Eaton Corp SHS (ETN) | 0.8 | $3.4M | 11k | 312.68 |
|
|
| ConocoPhillips (COP) | 0.8 | $3.3M | 26k | 127.28 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.2M | 21k | 150.93 |
|
|
| Paychex (PAYX) | 0.7 | $3.1M | 25k | 122.80 |
|
|
| BlackRock (BLK) | 0.7 | $3.0M | +2% | 3.6k | 833.70 |
|
| UnitedHealth (UNH) | 0.7 | $3.0M | -19% | 6.0k | 494.72 |
|
| Procter & Gamble Company (PG) | 0.6 | $2.8M | -3% | 17k | 162.25 |
|
| Merck & Co (MRK) | 0.6 | $2.8M | 21k | 131.95 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $2.7M | 9.7k | 281.94 |
|
|
| Abbott Laboratories (ABT) | 0.6 | $2.7M | 24k | 113.66 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.6M | 17k | 152.26 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $2.6M | 29k | 89.67 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.6 | $2.6M | 103k | 25.22 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.6 | $2.6M | 121k | 21.15 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $2.5M | +221% | 79k | 32.23 |
|
| Visa Com Cl A (V) | 0.6 | $2.5M | 9.1k | 279.09 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $2.5M | -15% | 5.1k | 485.58 |
|
| AFLAC Incorporated (AFL) | 0.6 | $2.4M | +141% | 28k | 85.86 |
|
| Nucor Corporation (NUE) | 0.6 | $2.4M | +143% | 12k | 197.90 |
|
| Unum (UNM) | 0.5 | $2.3M | 43k | 53.66 |
|
|
| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.5 | $2.2M | 29k | 74.86 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $2.1M | -18% | 9.1k | 224.99 |
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $2.0M | 29k | 70.00 |
|
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.5 | $2.0M | 17k | 115.77 |
|
|
| Cardinal Health (CAH) | 0.5 | $2.0M | +222% | 18k | 111.90 |
|
| Abbvie (ABBV) | 0.5 | $2.0M | 11k | 182.10 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.4 | $1.9M | +8% | 15k | 131.93 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.4 | $1.9M | 16k | 116.01 |
|
|
| Nextera Energy (NEE) | 0.4 | $1.9M | +6% | 30k | 63.91 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $1.8M | 37k | 48.99 |
|
|
| Spdr Ser Tr S&p Metals Mng (XME) | 0.4 | $1.8M | 29k | 60.28 |
|
|
| Global X Fds Internet Of Thng (SNSR) | 0.4 | $1.7M | 48k | 36.23 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.4 | $1.7M | +20% | 30k | 56.39 |
|
| Ishares Tr Expanded Tech (IGV) | 0.4 | $1.7M | +411% | 20k | 85.27 |
|
| Netflix (NFLX) | 0.4 | $1.7M | 2.8k | 607.33 |
|
|
| Morgan Stanley Com New (MS) | 0.4 | $1.7M | 18k | 94.16 |
|
|
| Illinois Tool Works (ITW) | 0.4 | $1.6M | 6.1k | 268.33 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $1.5M | -3% | 62k | 23.80 |
|
| Honeywell International (HON) | 0.3 | $1.5M | 7.2k | 205.25 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.5M | -3% | 3.2k | 454.87 |
|
| salesforce (CRM) | 0.3 | $1.4M | 4.7k | 301.18 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.4M | -15% | 7.7k | 182.61 |
|
| Tesla Motors (TSLA) | 0.3 | $1.4M | +37% | 7.9k | 175.79 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | -68% | 12k | 116.24 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | -2% | 3.1k | 420.52 |
|
| TJX Companies (TJX) | 0.3 | $1.3M | +107% | 13k | 101.42 |
|
| Dell Technologies CL C (DELL) | 0.3 | $1.3M | +4% | 11k | 114.11 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $1.2M | 2.2k | 555.79 |
|
|
| Walt Disney Company (DIS) | 0.3 | $1.2M | -12% | 10k | 122.36 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $1.2M | 12k | 100.81 |
|
|
| Boeing Company (BA) | 0.3 | $1.2M | +17% | 6.2k | 192.99 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $1.2M | -3% | 24k | 48.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | 2.3k | 481.57 |
|
|
| Devon Energy Corporation (DVN) | 0.3 | $1.1M | +2% | 22k | 50.18 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.1M | -3% | 13k | 80.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | 5.4k | 200.30 |
|
|
| Lincoln Electric Holdings (LECO) | 0.2 | $1.0M | +2% | 4.1k | 255.44 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $1.0M | -3% | 35k | 29.53 |
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.2 | $1.0M | -3% | 19k | 53.95 |
|
| Microchip Technology (MCHP) | 0.2 | $988k | +4% | 11k | 89.71 |
|
| Johnson & Johnson (JNJ) | 0.2 | $984k | -2% | 6.2k | 158.18 |
|
| Union Pacific Corporation (UNP) | 0.2 | $975k | 4.0k | 245.93 |
|
|
| Avery Dennison Corporation (AVY) | 0.2 | $953k | 4.3k | 223.25 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $930k | 1.6k | 581.21 |
|
|
| Phillips 66 (PSX) | 0.2 | $921k | +219% | 5.6k | 163.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $835k | -4% | 1.9k | 444.01 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $835k | -29% | 7.6k | 110.52 |
|
| Shell Spon Ads (SHEL) | 0.2 | $802k | +2% | 12k | 67.04 |
|
| Coca-Cola Company (KO) | 0.2 | $788k | 13k | 61.18 |
|
|
| Blue Owl Capital Com Cl A (OWL) | 0.2 | $785k | NEW | 42k | 18.86 |
|
| Autodesk (ADSK) | 0.2 | $777k | 3.0k | 260.42 |
|
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.2 | $770k | NEW | 15k | 51.51 |
|
| Starbucks Corporation (SBUX) | 0.2 | $752k | -4% | 8.2k | 91.39 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $743k | +4% | 21k | 35.84 |
|
| Monster Beverage Corp (MNST) | 0.2 | $731k | -4% | 12k | 59.28 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $729k | 1.7k | 418.01 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $725k | +79% | 12k | 60.17 |
|
| Public Storage (PSA) | 0.2 | $714k | 2.5k | 290.06 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $696k | NEW | 17k | 42.13 |
|
| Anthem (ELV) | 0.2 | $678k | -2% | 1.3k | 518.54 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $674k | 5.9k | 114.96 |
|
|
| Shopify Cl A (SHOP) | 0.2 | $657k | +24% | 8.5k | 77.17 |
|
| Chevron Corporation (CVX) | 0.1 | $652k | 4.1k | 157.74 |
|
|
| Evercore Class A (EVR) | 0.1 | $627k | NEW | 3.3k | 192.59 |
|
| Travelers Companies (TRV) | 0.1 | $615k | 2.7k | 230.14 |
|
|
| Principal Financial (PFG) | 0.1 | $578k | -24% | 6.7k | 86.31 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $577k | 599.00 | 962.49 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $563k | 14k | 40.27 |
|
|
| Lamb Weston Hldgs (LW) | 0.1 | $561k | -2% | 5.3k | 106.53 |
|
| Bank of America Corporation (BAC) | 0.1 | $559k | +5% | 15k | 37.92 |
|
| Intel Corporation (INTC) | 0.1 | $546k | +8% | 12k | 44.17 |
|
| Linde SHS (LIN) | 0.1 | $535k | -6% | 1.2k | 464.32 |
|
| Qualcomm (QCOM) | 0.1 | $527k | +2% | 3.1k | 169.30 |
|
| Lam Research Corporation (LRCX) | 0.1 | $516k | 531.00 | 971.86 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $516k | 6.5k | 79.91 |
|
|
| Servicenow (NOW) | 0.1 | $505k | +6% | 662.00 | 762.40 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $498k | +2% | 987.00 | 504.60 |
|
| Target Corporation (TGT) | 0.1 | $488k | 2.8k | 177.21 |
|
|
| Cisco Systems (CSCO) | 0.1 | $480k | 9.6k | 49.91 |
|
|
| PNC Financial Services (PNC) | 0.1 | $466k | 2.9k | 161.60 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $462k | -2% | 6.8k | 67.75 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $450k | -4% | 3.3k | 136.05 |
|
| Intuit (INTU) | 0.1 | $449k | -2% | 691.00 | 650.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $441k | 1.1k | 399.09 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $440k | 1.3k | 347.33 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $439k | -23% | 452.00 | 970.47 |
|
| Trane Technologies SHS (TT) | 0.1 | $433k | -4% | 1.4k | 300.20 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $432k | 1.7k | 247.77 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $423k | 577.00 | 732.84 |
|
|
| Ecolab (ECL) | 0.1 | $422k | -39% | 1.8k | 230.90 |
|
| Yum! Brands (YUM) | 0.1 | $406k | 2.9k | 138.65 |
|
|
| International Business Machines (IBM) | 0.1 | $396k | +4% | 2.1k | 190.96 |
|
| Pepsi (PEP) | 0.1 | $394k | -18% | 2.3k | 175.01 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $381k | -86% | 7.4k | 51.28 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $380k | -14% | 9.5k | 39.81 |
|
| S&p Global (SPGI) | 0.1 | $376k | -51% | 884.00 | 425.50 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $373k | 1.4k | 264.20 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $367k | +7% | 2.5k | 148.63 |
|
| Medtronic SHS (MDT) | 0.1 | $367k | 4.2k | 87.15 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $366k | 126.00 | 2906.77 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $364k | 7.3k | 50.19 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $361k | 3.0k | 121.57 |
|
|
| FactSet Research Systems (FDS) | 0.1 | $354k | 780.00 | 454.39 |
|
|
| Quanta Services (PWR) | 0.1 | $351k | 1.4k | 259.80 |
|
|
| Equinix (EQIX) | 0.1 | $351k | 425.00 | 825.33 |
|
|
| Stryker Corporation (SYK) | 0.1 | $346k | 968.00 | 357.87 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $344k | -3% | 8.2k | 42.01 |
|
| Lowe's Companies (LOW) | 0.1 | $334k | -5% | 1.3k | 254.73 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $329k | 3.4k | 96.73 |
|
|
| Block Cl A (SQ) | 0.1 | $326k | 3.8k | 84.58 |
|
|
| SEI Investments Company (SEIC) | 0.1 | $322k | 4.5k | 71.90 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $319k | 4.2k | 76.81 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $317k | -4% | 1.1k | 284.13 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $317k | -3% | 11k | 28.44 |
|
| Iqvia Holdings (IQV) | 0.1 | $316k | 1.3k | 252.89 |
|
|
| Copart (CPRT) | 0.1 | $316k | 5.4k | 57.92 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $311k | 2.7k | 113.36 |
|
|
| Illumina (ILMN) | 0.1 | $309k | 2.3k | 137.32 |
|
|
| Prologis (PLD) | 0.1 | $308k | NEW | 2.4k | 130.22 |
|
| Wabtec Corporation (WAB) | 0.1 | $306k | 2.1k | 145.68 |
|
|
| American Water Works (AWK) | 0.1 | $305k | 2.5k | 122.21 |
|
|
| At&t (T) | 0.1 | $304k | +9% | 17k | 17.60 |
|
| American Express Company (AXP) | 0.1 | $304k | -9% | 1.3k | 227.69 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $303k | -8% | 3.1k | 97.53 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $302k | -2% | 321.00 | 941.26 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $291k | 1.3k | 216.70 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $291k | 554.00 | 524.34 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $290k | 1.5k | 199.25 |
|
|
| Workday Cl A (WDAY) | 0.1 | $286k | 1.0k | 272.75 |
|
|
| General Mills (GIS) | 0.1 | $284k | -7% | 4.1k | 69.97 |
|
| Lululemon Athletica (LULU) | 0.1 | $279k | 713.00 | 390.65 |
|
|
| PPG Industries (PPG) | 0.1 | $269k | 1.9k | 144.90 |
|
|
| Cigna Corp (CI) | 0.1 | $267k | 736.00 | 363.19 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $265k | -83% | 1.5k | 174.21 |
|
| Carrier Global Corporation (CARR) | 0.1 | $262k | 4.5k | 58.13 |
|
|
| Genuine Parts Company (GPC) | 0.1 | $256k | -65% | 1.7k | 154.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $256k | -52% | 486.00 | 525.73 |
|
| Danaher Corporation (DHR) | 0.1 | $254k | +3% | 1.0k | 249.72 |
|
| Ferguson SHS (FERG) | 0.1 | $253k | 1.2k | 218.43 |
|
|
| General Electric Com New (GE) | 0.1 | $251k | NEW | 1.4k | 175.53 |
|
| Tetra Tech (TTEK) | 0.1 | $247k | 1.3k | 184.71 |
|
|
| First Solar (FSLR) | 0.1 | $247k | +3% | 1.5k | 168.80 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $246k | 7.6k | 32.23 |
|
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $246k | 2.4k | 102.10 |
|
|
| Dupont De Nemours (DD) | 0.1 | $242k | 3.2k | 76.67 |
|
|
| Ball Corporation (BALL) | 0.1 | $242k | 3.6k | 67.36 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $237k | -44% | 3.5k | 66.99 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $234k | 2.0k | 114.61 |
|
|
| Dow (DOW) | 0.1 | $232k | -4% | 4.0k | 57.93 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $231k | -13% | 5.3k | 43.35 |
|
| Emerson Electric (EMR) | 0.1 | $226k | NEW | 2.0k | 113.42 |
|
| Goldman Sachs (GS) | 0.1 | $225k | 538.00 | 417.69 |
|
|
| Chubb (CB) | 0.1 | $222k | NEW | 858.00 | 259.13 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $221k | -3% | 4.4k | 50.60 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $219k | 3.9k | 55.53 |
|
|
| Aptiv SHS (APTV) | 0.0 | $217k | 2.7k | 79.65 |
|
|
| CSX Corporation (CSX) | 0.0 | $217k | 5.8k | 37.07 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $213k | NEW | 1.2k | 170.69 |
|
| Tractor Supply Company (TSCO) | 0.0 | $212k | NEW | 809.00 | 261.72 |
|
| Analog Devices (ADI) | 0.0 | $210k | 1.1k | 197.79 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $209k | 1.6k | 133.11 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $201k | NEW | 3.5k | 57.62 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $68k | -13% | 26k | 2.59 |
|
| Lumen Technologies (LUMN) | 0.0 | $16k | NEW | 10k | 1.56 |
|
Past Filings by Great Diamond Partners
SEC 13F filings are viewable for Great Diamond Partners going back to 2019
- Great Diamond Partners 2024 Q1 filed May 8, 2024
- Great Diamond Partners 2023 Q4 filed Feb. 7, 2024
- Great Diamond Partners 2023 Q3 filed Oct. 19, 2023
- Great Diamond Partners 2023 Q2 filed July 17, 2023
- Great Diamond Partners 2023 Q1 filed May 4, 2023
- Great Diamond Partners 2022 Q4 filed Feb. 1, 2023
- Great Diamond Partners 2022 Q3 filed Oct. 24, 2022
- Great Diamond Partners 2022 Q2 filed July 26, 2022
- Great Diamond Partners 2022 Q1 filed May 5, 2022
- Great Diamond Partners 2021 Q4 filed Jan. 26, 2022
- Great Diamond Partners 2021 Q3 filed Oct. 21, 2021
- Great Diamond Partners 2021 Q2 filed July 26, 2021
- Great Diamond Partners 2021 Q1 filed May 4, 2021
- Great Diamond Partners 2020 Q4 filed Jan. 26, 2021
- Great Diamond Partners 2020 Q3 filed Oct. 19, 2020
- Great Diamond Partners 2020 Q2 filed Aug. 4, 2020