Great Diamond Partners, LLC Purchases in Q1 2025

Great Diamond Partners, LLC

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTGC
First Trust Global Tactical CO

ETFs
313K
New
$23.95 - $25.86 $7.49M - $8.09M
313K $7.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.93K
+ 48.03%
$551.42 - $612.93 $3.82M - $4.25M
21.3K $11.9M
TMUS
T Mobile Us, Inc.

Communication Services
7.48K
New
$211.3 - $272.83 $1.58M - $2.04M
7.48K $1.99M
KBE
Spdr S&P Bank ETF

ETFs
36.9K
New
$51.28 - $59.92 $1.89M - $2.21M
36.9K $1.96M
WELL
Welltower Inc.

Real Estate
10.9K
+ 261.12%
$124.05 - $156.86 $1.35M - $1.71M
15.1K $2.31M
IEFA
Ishares Tr

ETFs
2.82K
+ 1.02%
$69.57 - $78.65 $196K - $222K
280K $21.2M
GRMN
Garmin LTD

Technology
6.38K
+ 193.12%
$204.55 - $241.93 $1.3M - $1.54M
9.68K $2.1M
PH
Parker Hannifin Corp

Industrials
2.17K
+ 130.12%
$591.65 - $707.05 $1.29M - $1.54M
3.84K $2.34M
APO
Apollo Global Management, Inc.

Financial Services
7.92K
+ 187.28%
$126.01 - $172.06 $998K - $1.36M
12.1K $1.66M
WMB
Williams Companies, Inc.

Energy
16.1K
New
$54.02 - $61.09 $870K - $984K
16.1K $962K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.97K
+ 78.86%
$165.25 - $224.62 $987K - $1.34M
13.5K $2.25M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.89K
+ 11.55%
$114.57 - $118.14 $561K - $578K
47.3K $5.58M
ERIC
Ericsson Lm Telephone CO

Technology
75.2K
New
$7.47 - $8.9 $562K - $669K
75.2K $583K
PKG
Packaging Corp Of America

Consumer Cyclical
2.66K
New
$192.03 - $242.13 $510K - $643K
2.66K $525K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.49K
+ 3.14%
$95.85 - $99.25 $239K - $247K
81.7K $8.08M
ERIE
Erie Indemnity CO

Financial Services
839
+ 162.91%
$377.62 - $450.61 $317K - $378K
1.35K $567K
AGZ
Ishares Agency Bond ETF

ETFs
1.76K
+ 2.31%
$107.46 - $109.48 $189K - $193K
78K $8.53M
BSX
Boston Scientific Corp

Healthcare
2.86K
New
$89.38 - $106.18 $255K - $303K
2.86K $288K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 2.51%
$442.66 - $534.52 $32.3K - $39K
2.98K $1.59M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
338
+ 33.3%
$402.49 - $513.76 $136K - $174K
1.35K $655K
SPOT
Spotify Technology S.A.

Communication Services
403
New
$457.79 - $648.32 $184K - $261K
403 $221K
AWK
American Water Works Company, Inc.

Utilities
1.47K
New
$121.01 - $149.31 $178K - $220K
1.47K $217K
CTVA
Corteva, Inc.

Basic Materials
3.36K
New
$55.94 - $66.15 $188K - $223K
3.36K $211K
NTAP
Net App, Inc.

Technology
3.02K
+ 153.36%
$87.84 - $126.3 $265K - $381K
4.98K $437K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.6K
New
$110.55 - $130.35 $177K - $209K
1.6K $203K
NVS
Novartis Ag

Healthcare
1.82K
New
$97.14 - $115.57 $177K - $210K
1.82K $202K
BKNG
Booking Holdings Inc.

Consumer Cyclical
44
New
$4295.4 - $5141.88 $189K - $226K
44 $202K
XOM
Exxon Mobil Corp

Energy
720
+ 8.24%
$105.44 - $118.93 $75.9K - $85.6K
9.46K $1.13M
ITA
Ishares Tr

ETFs
311
+ 2.28%
$144.84 - $159.5 $45K - $49.6K
14K $2.14M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.03K
+ 3.01%
$24.79 - $25.26 $99.9K - $102K
138K $3.48M
MLPX
Global X Mlp & Energy Infrastr

ETFs
364
+ 1.15%
$59.6 - $67.2 $21.7K - $24.5K
31.9K $2.04M
SHEL
Shell PLC

Energy
187
+ 1.78%
$62.84 - $73.29 $11.8K - $13.7K
10.7K $783K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.01K
+ 2.09%
$50.82 - $52.7 $51.4K - $53.3K
49.4K $2.59M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.37K
+ 6.09%
$33.84 - $37.77 $46.4K - $51.8K
23.9K $869K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.67K
+ 2.58%
N/A
145K $3.45M
CVX
Chevron Corp

Energy
159
+ 6.96%
$146.71 - $167.97 $23.3K - $26.7K
2.44K $408K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.12%
$142.06 - $167.7 $568 - $671
3.32K $551K
SAN
Banco Santander, S.A.

Financial Services
10.4K
New
$4.46 - $7.14 $46.3K - $74.1K
10.4K $69K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.98K
+ 3.12%
$23.9 - $24.18 $47.2K - $47.8K
65.3K $1.58M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
204
+ 2.31%
$217.62 - $242.36 $44.4K - $49.4K
9.04K $2.04M
T
At&T Inc.

Communication Services
7
+ 0.07%
$21.56 - $28.28 $151 - $198
10.7K $301K
SLV
I Shares Silver Trust

ETFs
40
+ 0.35%
$26.93 - $31.32 $1.08K - $1.25K
11.4K $354K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
142
+ 2.23%
$75.32 - $84.77 $10.7K - $12K
6.52K $532K
ASML
Asml Holding Nv

Technology
83
+ 24.13%
$662.63 - $776.99 $55K - $64.5K
427 $282K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.91K
+ 1.94%
$25.08 - $25.64 $47.8K - $48.9K
100K $2.52M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
98
+ 29.79%
$634.14 - $744.83 $62.1K - $73K
427 $270K
BAC
Bank Of America Corp

Financial Services
1.18K
+ 14.62%
$39.61 - $47.74 $46.9K - $56.5K
9.28K $387K
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 1.1%
$225.19 - $279.95 $8.33K - $10.4K
3.39K $832K
CTA
Simplify Exch Traded Fds Simpl

ETFs
71
+ 0.57%
$27.81 - $30.21 $1.97K - $2.14K
12.4K $367K
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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