Great Diamond Partners, LLC Incresed Positions in Q3 2025

Great Diamond Partners, LLC

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
111K
+ 39.03%
$81.7 - $87.53 $9.04M - $9.68M
394K $34.4M
VTI
Vanguard Total Stock Market Et

ETFs
2.66K
+ 3.1%
$303.93 - $329.86 $810K - $879K
88.5K $29M
SPY
Spdr S&P 500 ETF Trust

ETFs
329
+ 1.42%
$617.65 - $666.84 $203K - $219K
23.5K $15.7M
VXF
Vanguard Extended Market ETF

ETFs
985
+ 1.61%
$193.58 - $213.07 $191K - $210K
62.2K $13M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
40.8K
+ 64.77%
$24.14 - $24.34 $985K - $993K
104K $2.53M
WELL
Welltower Inc.

Real Estate
2.71K
+ 15.92%
$150.71 - $178.14 $408K - $483K
19.7K $3.51M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
40.4K
+ 9.61%
$20.0 - $20.97 $808K - $847K
461K $9.55M
WSM
Williams Sonoma Inc

Consumer Cyclical
307
+ 1.43%
$163.62 - $210.2 $50.2K - $64.5K
21.7K $4.25M
BK
Bank Of New York Mellon Corp

Financial Services
774
+ 3.11%
$90.65 - $109.75 $70.2K - $84.9K
25.7K $2.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.53K
+ 4.32%
$62.09 - $66.51 $219K - $235K
85.3K $5.57M
ETN
Eaton Corp PLC

Industrials
708
+ 6.55%
$342.99 - $392.76 $243K - $278K
11.5K $4.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.95K
+ 36.77%
$39.8 - $42.86 $356K - $384K
33.3K $1.43M
GRMN
Garmin LTD

Technology
126
+ 1.19%
$211.13 - $246.22 $26.6K - $31K
10.7K $2.64M
R
Ryder System Inc

Industrials
160
+ 1.49%
$168.66 - $189.57 $27K - $30.3K
10.9K $2.06M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.69K
+ 5.7%
$117.65 - $120.08 $316K - $323K
49.8K $5.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
497
+ 1.66%
$181.56 - $190.33 $90.2K - $94.6K
30.4K $5.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.89K
+ 25.29%
$132.9 - $142.03 $251K - $268K
9.36K $1.32M
MBB
Ishares Tr

ETFs
2.95K
+ 14.73%
$92.46 - $95.73 $272K - $282K
23K $2.18M
WM
Waste Management Inc

Industrials
1.98K
+ 10.85%
$213.88 - $237.1 $424K - $470K
20.3K $4.47M
TJX
Tjx Companies Inc

Consumer Cyclical
13
+ 0.1%
$121.35 - $144.54 $1.58K - $1.88K
12.9K $1.86M
PH
Parker Hannifin Corp

Industrials
50
+ 1.27%
$697.13 - $769.67 $34.9K - $38.5K
3.98K $3.02M
EQT
Eqt Corp

Energy
5.71K
+ 51.47%
$49.19 - $59.19 $281K - $338K
16.8K $914K
EVR
Evercore Inc.

Financial Services
44
+ 1.21%
$276.5 - $362.79 $12.2K - $16K
3.68K $1.24M
SKYY
First Trust Cloud Computing Et

ETFs
116
+ 0.64%
$118.24 - $138.53 $13.7K - $16.1K
18.3K $2.47M
BAC
Bank Of America Corp

Financial Services
3.58K
+ 29.43%
$44.92 - $52.42 $161K - $188K
15.8K $813K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
491
+ 2.87%
$108.46 - $120.63 $53.3K - $59.2K
17.6K $2.09M
EMB
Ishares Tr

ETFs
1.52K
+ 5.21%
$91.52 - $95.59 $139K - $145K
30.7K $2.92M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.01K
+ 6.06%
$52.55 - $54.37 $158K - $163K
52.6K $2.85M
VO
Vanguard Mid Cap ETF

ETFs
571
+ 23.09%
$279.83 - $293.74 $160K - $168K
3.04K $894K
SJNK
Spdr Bloomberg Short Term High

ETFs
6.79K
+ 6.72%
$25.28 - $25.63 $172K - $174K
108K $2.76M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
8.55K
+ 7.13%
$20.84 - $21.03 $178K - $180K
129K $2.69M
AFL
Aflac Inc

Financial Services
74
+ 0.32%
$98.09 - $111.7 $7.26K - $8.27K
23.4K $2.62M
CVX
Chevron Corp

Energy
366
+ 4.75%
$145.57 - $161.83 $53.3K - $59.2K
8.07K $1.25M
WMB
Williams Companies, Inc.

Energy
1.89K
+ 5.75%
$56.52 - $64.01 $107K - $121K
34.7K $2.2M
DSI
Ishares Msci Kld 400 Social Et

ETFs
294
+ 2.88%
$115.96 - $125.95 $34.1K - $37K
10.5K $1.32M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
78
+ 0.84%
$236.6 - $253.9 $18.5K - $19.8K
9.39K $2.36M
PKG
Packaging Corp Of America

Consumer Cyclical
168
+ 5.94%
$191.41 - $220.25 $32.2K - $37K
3K $653K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.05%
$546.99 - $602.2 $547 - $602
2.18K $1.31M
XLG
Invesco Exchange Traded Fd Tr

ETFs
49
+ 0.27%
$51.78 - $57.89 $2.54K - $2.84K
18K $1.04M
TMO
Thermo Fisher Scientific Inc.

Healthcare
51
+ 5.5%
$404.94 - $499.99 $20.7K - $25.5K
979 $474K
VCIT
Vanguard Intermediate Term Cor

ETFs
1K
+ 12.08%
$81.75 - $84.54 $81.8K - $84.5K
9.28K $780K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
880
+ 4.7%
$78.96 - $80.04 $69.5K - $70.4K
19.6K $1.57M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
161
+ 3.24%
$134.94 - $145.86 $21.7K - $23.5K
5.14K $747K
EFA
Ishares Tr Msci Eafe ETF

ETFs
511
+ 8.37%
$87.29 - $93.61 $44.6K - $47.8K
6.62K $617K
TMUS
T Mobile Us, Inc.

Communication Services
252
+ 2.52%
$226.02 - $259.01 $57K - $65.3K
10.3K $2.46M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
488
+ 3.77%
$41.34 - $45.65 $20.2K - $22.3K
13.4K $606K
AXP
American Express CO

Financial Services
15
+ 0.4%
$294.27 - $342.31 $4.41K - $5.13K
3.81K $1.27M
CSCO
Cisco Systems, Inc.

Technology
970
+ 6.46%
$66.2 - $71.79 $64.2K - $69.6K
16K $1.09M
IBM
International Business Machines Corp

Technology
407
+ 8.16%
$234.77 - $292.47 $95.6K - $119K
5.39K $1.52M
Activity Summary
Buys All Purchases 103 New Holdings 17 Increased Positions 86 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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