Great Diamond Partners, LLC Incresed Positions in Q1 2025

Great Diamond Partners, LLC

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.93K
+ 48.03%
$551.42 - $612.93 $3.82M - $4.25M
21.3K $11.9M
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
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
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
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
NTAP
Net App, Inc.

Technology
3.02K
+ 153.36%
$87.84 - $126.3 $265K - $381K
4.98K $437K
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
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
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
GS
Goldman Sachs Group Inc

Financial Services
17
+ 3.22%
$524.81 - $672.19 $8.92K - $11.4K
545 $297K
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
PAVE
Global X Fds Us Infrastructure

ETFs
30
+ 0.31%
$37.31 - $43.82 $1.12K - $1.31K
9.56K $360K
XLG
Invesco Exchange Traded Fd Tr

ETFs
912
+ 5.43%
$45.72 - $51.73 $41.7K - $47.2K
17.7K $815K
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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