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
CSCO
Cisco Systems, Inc.

Technology
27
+ 0.44%
$58.74 - $64.87 $1.59K - $1.75K
6.16K $379K
SHW
Sherwin Williams CO

Basic Materials
10
+ 0.79%
$330.16 - $365.55 $3.3K - $3.66K
1.28K $445K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
66
+ 0.88%
$32.74 - $36.2 $2.16K - $2.39K
7.6K $265K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
455
+ 1.36%
$62.72 - $71.92 $28.5K - $32.7K
33.9K $2.14M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
41
+ 1.07%
$52.16 - $56.68 $2.14K - $2.32K
3.87K $215K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.38K
+ 2.04%
$20.7 - $21.15 $49.2K - $50.3K
119K $2.46M
PNC
Pnc Financial Services Group, Inc.

Financial Services
165
+ 10.33%
$168.84 - $202.89 $27.9K - $33.5K
1.76K $309K
TXN
Texas Instruments Inc

Technology
1
+ 0.09%
N/A
1.16K $226K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.2%
$408.78 - $448.82 $409 - $449
501 $210K
WMT
Walmart Inc.

Consumer Defensive
125
+ 1.97%
$84.5 - $105.05 $10.6K - $13.1K
6.49K $569K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.58K
+ 2.03%
$30.73 - $32.26 $48.5K - $50.9K
79.5K $2.44M
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 1.01%
$222.66 - $268.42 $2.89K - $3.49K
1.3K $302K
XLG
Invesco Exchange Traded Fd Tr

ETFs
912
+ 5.43%
$45.72 - $51.73 $41.7K - $47.2K
17.7K $815K
PAVE
Global X Fds Us Infrastructure

ETFs
30
+ 0.31%
$37.31 - $43.82 $1.12K - $1.31K
9.56K $360K
AXP
American Express CO

Financial Services
2
+ 0.15%
$255.39 - $325.87 $511 - $652
1.32K $354K
R
Ryder System Inc

Industrials
46
+ 1.24%
$136.38 - $170.92 $6.27K - $7.86K
3.77K $541K
OWL
Blue Owl Capital Inc.

Financial Services
1.11K
+ 2.7%
$18.49 - $26.68 $20.5K - $29.6K
42.2K $845K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.55K
+ 3.59%
$57.21 - $65.8 $146K - $168K
73.8K $4.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
361
+ 4.83%
$211.47 - $267.17 $76.3K - $96.4K
7.83K $1.66M
PKB
Invesco Exchange Traded Fd Tr

ETFs
695
+ 2.62%
$66.66 - $82.75 $46.3K - $57.5K
27.2K $1.83M
IGV
Ishares Expanded Tech Software

ETFs
319
+ 1.44%
$88.3 - $107.83 $28.2K - $34.4K
22.5K $2M
AAPL
Apple Inc.

Technology
1.3K
+ 5.61%
$209.68 - $247.1 $273K - $322K
24.6K $5.46M
ETN
Eaton Corp PLC

Industrials
63
+ 0.64%
$271.83 - $371.23 $17.1K - $23.4K
9.93K $2.7M
EVR
Evercore Inc.

Financial Services
81
+ 0.86%
$190.28 - $291.27 $15.4K - $23.6K
9.53K $1.9M
VXF
Vanguard Extended Market ETF

ETFs
787
+ 1.32%
$170.36 - $201.04 $134K - $158K
60.2K $10.4M
AVGO
Broadcom Inc.

Technology
55
+ 0.23%
$167.43 - $244.7 $9.21K - $13.5K
23.5K $3.94M
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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