Great Diamond Partners, LLC Incresed Positions 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
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
XOM
Exxon Mobil Corp

Energy
22.1K
+ 234.1%
$99.93 - $119.04 $2.21M - $2.64M
31.6K $3.41M
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
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
VXF
Vanguard Extended Market ETF

ETFs
944
+ 1.57%
$150.43 - $192.71 $142K - $182K
61.2K $11.8M
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
ECL
Ecolab Inc.

Basic Materials
3.71K
+ 333.87%
$225.65 - $270.95 $836K - $1M
4.82K $1.3M
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
SYK
Stryker Corp

Healthcare
2.27K
+ 362.68%
$337.37 - $395.63 $767K - $900K
2.9K $1.15M
AXP
American Express CO

Financial Services
2.48K
+ 187.79%
$231.39 - $318.98 $573K - $790K
3.8K $1.21M
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
CAH
Cardinal Health Inc

Healthcare
1.49K
+ 9.74%
$125.0 - $168.0 $187K - $251K
16.8K $2.83M
CVX
Chevron Corp

Energy
5.26K
+ 215.02%
$133.73 - $168.51 $703K - $886K
7.7K $1.1M
CSCO
Cisco Systems, Inc.

Technology
8.87K
+ 144.02%
$53.19 - $69.38 $472K - $615K
15K $1.04M
NVO
Novo Nordisk A S

Healthcare
9.01K
+ 167.94%
$58.08 - $81.05 $523K - $730K
14.4K $992K
QCOM
Qualcomm Inc

Technology
3.78K
+ 241.03%
$124.66 - $159.48 $471K - $602K
5.34K $851K
TXN
Texas Instruments Inc

Technology
3.03K
+ 260.76%
N/A
4.19K $815K
ABT
Abbott Laboratories

Healthcare
3.49K
+ 18.1%
$123.95 - $138.08 $432K - $481K
22.7K $3.09M
IGV
Ishares Expanded Tech Software

ETFs
619
+ 2.75%
$80.15 - $109.5 $49.6K - $67.8K
23.1K $2.53M
KLAC
Kla Corp

Technology
2
+ 0.09%
$576.53 - $902.94 $1.15K - $1.81K
2.21K $1.98M
AAPL
Apple Inc.

Technology
4.35K
+ 17.7%
$172.42 - $223.89 $749K - $973K
28.9K $5.93M
TJX
Tjx Companies Inc

Consumer Cyclical
3.71K
+ 40.51%
$119.13 - $135.03 $442K - $501K
12.9K $1.59M
UL
Unilever PLC

Consumer Defensive
7.32K
+ 174.65%
$57.9 - $65.43 $424K - $479K
11.5K $703K
SKYY
First Trust Cloud Computing Et

ETFs
690
+ 3.93%
$89.46 - $121.64 $61.7K - $83.9K
18.2K $2.22M
PH
Parker Hannifin Corp

Industrials
90
+ 2.34%
$517.23 - $700.54 $46.6K - $63K
3.93K $2.75M
TMUS
T Mobile Us, Inc.

Communication Services
2.54K
+ 33.98%
$220.99 - $268.54 $561K - $682K
10K $2.39M
AMP
Ameriprise Financial Inc

Financial Services
102
+ 1.52%
$422.19 - $533.73 $43.1K - $54.4K
6.81K $3.63M
JNJ
Johnson & Johnson

Healthcare
2.76K
+ 82.94%
$146.36 - $159.82 $403K - $440K
6.08K $928K
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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