Great Diamond Partners, LLC Purchases in Q2 2025

Great Diamond Partners, LLC

  • $457 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
67.3K
+ 540.19%
$157.66 - $172.39 $10.6M - $11.6M
79.7K $12.7M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
421K
New
$19.78 - $21.29 $8.32M - $8.96M
421K $8.68M
MSFT
Microsoft Corp

Technology
6.36K
+ 26.47%
$354.56 - $497.45 $2.26M - $3.17M
30.4K $15.1M
VTI
Vanguard Total Stock Market Et

ETFs
2.76K
+ 3.32%
$243.75 - $303.93 $673K - $839K
85.8K $26.1M
ORCL
Oracle Corp

Technology
6.05K
+ 28.41%
$122.82 - $218.63 $744K - $1.32M
27.4K $5.98M
IWV
Ishares Russell 3000 ETF

ETFs
728
+ 0.94%
$281.67 - $351.0 $205K - $256K
78.3K $27.5M
T
At&T Inc.

Communication Services
95.1K
+ 891.16%
$26.33 - $28.94 $2.5M - $2.75M
106K $3.06M
IEFA
Ishares Tr

ETFs
3.06K
+ 1.09%
$67.83 - $84.09 $208K - $258K
283K $23.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.82K
+ 8.52%
$496.48 - $617.85 $903K - $1.12M
23.2K $14.3M
VUG
Vanguard Growth ETF

ETFs
23
+ 0.07%
$329.49 - $438.4 $7.58K - $10.1K
33.8K $14.8M
BK
Bank Of New York Mellon Corp

Financial Services
24.9K
New
$73.31 - $91.62 $1.83M - $2.28M
24.9K $2.27M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
43.2K
New
$41.45 - $54.46 $1.79M - $2.35M
43.2K $2.25M
IDXX
Idexx Laboratories Inc

Healthcare
923
+ 6.49%
$361.04 - $536.34 $333K - $495K
15.1K $8.12M
NVDA
Nvidia Corp

Technology
1.28K
+ 3.34%
$94.31 - $157.99 $121K - $202K
39.6K $6.25M
GOOGL
Alphabet Inc.

Communication Services
9.9K
+ 93.57%
$144.7 - $178.6 $1.43M - $1.77M
20.5K $3.61M
MBB
Ishares Tr

ETFs
20K
New
$91.41 - $94.22 $1.83M - $1.89M
20K $1.88M
EMB
Ishares Tr

ETFs
20K
+ 217.36%
$86.54 - $92.62 $1.73M - $1.85M
29.1K $2.7M
JPM
Jpmorgan Chase & CO

Financial Services
5.51K
+ 162.5%
$210.28 - $289.91 $1.16M - $1.6M
8.9K $2.58M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.7K
New
$77.94 - $79.5 $1.46M - $1.49M
18.7K $1.49M
VXF
Vanguard Extended Market ETF

ETFs
944
+ 1.57%
$150.43 - $192.71 $142K - $182K
61.2K $11.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.35K
New
$456.74 - $568.03 $1.07M - $1.33M
2.35K $1.33M
WMT
Walmart Inc.

Consumer Defensive
12.7K
+ 195.04%
$81.79 - $99.98 $1.03M - $1.26M
19.1K $1.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.6K
+ 212.09%
$90.56 - $109.49 $1.05M - $1.27M
17.1K $1.87M
INTU
Intuit Inc

Technology
1.56K
+ 441.53%
$544.07 - $787.63 $850K - $1.23M
1.92K $1.51M
AMZN
Amazon Com Inc

Consumer Cyclical
3.7K
+ 25.1%
$167.32 - $223.3 $619K - $826K
18.4K $4.04M
R
Ryder System Inc

Industrials
6.97K
+ 184.98%
$130.14 - $160.88 $907K - $1.12M
10.7K $1.71M
IBM
International Business Machines Corp

Technology
3.75K
+ 303.72%
$221.03 - $294.78 $829K - $1.11M
4.99K $1.47M
ETN
Eaton Corp PLC

Industrials
871
+ 8.77%
$246.52 - $356.99 $215K - $311K
10.8K $3.86M
ADP
Automatic Data Processing Inc

Industrials
3.47K
+ 30.35%
$276.76 - $326.81 $961K - $1.14M
14.9K $4.6M
WMB
Williams Companies, Inc.

Energy
16.7K
+ 103.9%
$54.33 - $62.87 $909K - $1.05M
32.8K $2.06M
HON
Honeywell International Inc

Industrials
4.7K
New
$182.86 - $232.88 $859K - $1.09M
4.7K $1.09M
ECL
Ecolab Inc.

Basic Materials
3.71K
+ 333.87%
$225.65 - $270.95 $836K - $1M
4.82K $1.3M
DTH
Wisdomtree Tr

ETFs
21.5K
New
$37.84 - $46.83 $814K - $1.01M
21.5K $996K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.47K
New
$114.78 - $133.31 $858K - $996K
7.47K $996K
APH
Amphenol Corp

Technology
9.68K
New
$59.09 - $98.75 $572K - $956K
9.68K $955K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
17.6K
New
$51.68 - $52.76 $908K - $927K
17.6K $927K
GOOG
Alphabet Inc.

Communication Services
3.7K
+ 29.09%
$146.58 - $180.01 $543K - $667K
16.4K $2.91M
PANW
Palo Alto Networks Inc

Technology
4.29K
+ 333.0%
$152.44 - $204.64 $654K - $878K
5.58K $1.14M
META
Meta Platforms, Inc.

Communication Services
638
+ 23.13%
$484.66 - $738.09 $309K - $471K
3.4K $2.51M
ROP
Roper Technologies Inc

Industrials
1.62K
New
$519.19 - $590.78 $838K - $954K
1.62K $915K
SYK
Stryker Corp

Healthcare
2.27K
+ 362.68%
$337.37 - $395.63 $767K - $900K
2.9K $1.15M
FISV
Fiserv Inc

Technology
7.02K
New
N/A
7.02K $878K
AXP
American Express CO

Financial Services
2.48K
+ 187.79%
$231.39 - $318.98 $573K - $790K
3.8K $1.21M
PCAR
Paccar Inc

Industrials
8.94K
New
$86.4 - $99.09 $773K - $886K
8.94K $850K
CARR
Carrier Global Corp

Industrials
11K
New
$55.55 - $75.83 $612K - $835K
11K $805K
WAT
Waters Corp

Healthcare
2.3K
New
$307.71 - $366.67 $706K - $842K
2.3K $801K
ACN
Accenture PLC

Technology
3.02K
+ 36.39%
$279.23 - $323.21 $844K - $977K
11.3K $3.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.99K
+ 10.83%
$51.16 - $62.02 $409K - $496K
81.7K $5.07M
PEP
Pepsico Inc

Consumer Defensive
5.71K
New
$128.02 - $151.37 $732K - $865K
5.71K $754K
Activity Summary
Buys All Purchases 168 New Holdings 59 Increased Positions 109 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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