Great Diamond Partners, LLC Incresed Positions in Q4 2024

Great Diamond Partners, LLC

  • $377 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.1K
+ 27.39%
$567.81 - $607.81 $1.76M - $1.88M
14.4K $8.45M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 0.77%
$213.65 - $479.86 $8.55K - $19.2K
5.24K $2.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
794
+ 11.71%
$172.07 - $207.36 $137K - $165K
7.58K $1.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
34
+ 0.1%
$58.39 - $67.04 $1.99K - $2.28K
33.5K $2.13M
IEMG
Ishares Inc

ETFs
2.46K
+ 1.79%
N/A
140K $7.48M
JPM
Jpmorgan Chase & CO

Financial Services
142
+ 4.42%
$205.18 - $250.29 $29.1K - $35.5K
3.36K $804K
HON
Honeywell International Inc

Industrials
43
+ 0.77%
$202.84 - $236.0 $8.72K - $10.1K
5.62K $1.27M
BA
Boeing CO

Industrials
43
+ 1.03%
$138.14 - $180.72 $5.94K - $7.77K
4.22K $747K
DIS
Walt Disney CO

Communication Services
98
+ 1.63%
$92.39 - $117.6 $9.05K - $11.5K
6.11K $679K
XLG
Invesco Exchange Traded Fd Tr

ETFs
719
+ 4.47%
$46.94 - $51.62 $33.7K - $37.1K
16.8K $839K
ETN
Eaton Corp PLC

Industrials
175
+ 1.81%
$326.96 - $377.52 $57.2K - $66.1K
9.87K $3.28M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
613
+ 18.8%
$62.09 - $82.32 $38.1K - $50.5K
3.87K $258K
CSCO
Cisco Systems, Inc.

Technology
185
+ 3.11%
$52.45 - $60.02 $9.7K - $11.1K
6.13K $362K
AXP
American Express CO

Financial Services
1
+ 0.08%
$267.35 - $305.57 $267 - $306
1.32K $390K
PH
Parker Hannifin Corp

Industrials
28
+ 1.71%
$621.74 - $709.46 $17.4K - $19.9K
1.67K $1.06M
IBM
International Business Machines Corp

Technology
108
+ 9.58%
$204.9 - $238.04 $22.1K - $25.7K
1.24K $271K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
679
+ 0.59%
$20.98 - $21.19 $14.2K - $14.4K
117K $2.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
312
+ 0.44%
$61.68 - $67.87 $19.2K - $21.2K
71.2K $4.44M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.05%
$107.41 - $115.71 $537 - $579
10.8K $1.19M
INTU
Intuit Inc

Technology
17
+ 2.79%
$602.01 - $706.25 $10.2K - $12K
627 $394K
T
At&T Inc.

Communication Services
280
+ 2.7%
$21.22 - $23.88 $5.94K - $6.69K
10.7K $242K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
157
+ 2.15%
$238.25 - $261.28 $37.4K - $41K
7.47K $1.81M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
127
+ 0.97%
$41.09 - $45.94 $5.22K - $5.83K
13.3K $557K
CVX
Chevron Corp

Energy
82
+ 3.72%
$141.15 - $162.53 $11.6K - $13.3K
2.29K $330K
TXN
Texas Instruments Inc

Technology
27
+ 2.38%
N/A
1.16K $225K
PANW
Palo Alto Networks Inc

Technology
667
+ 88.46%
$181.96 - $405.9 $121K - $271K
1.42K $258K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.08K
+ 10.15%
$34.13 - $37.35 $70.8K - $77.5K
22.5K $768K
CAT
Caterpillar Inc

Industrials
33
+ 6.24%
$360.37 - $416.88 $11.9K - $13.8K
562 $203K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
769
+ 1.23%
$23.88 - $24.32 $18.4K - $18.7K
63.3K $1.52M
LYG
Lloyds Banking Group PLC

Financial Services
159
+ 0.72%
$2.67 - $3.23 $425 - $514
22.4K $60K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
18
+ 0.95%
$119.34 - $127.78 $2.15K - $2.3K
1.92K $229K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
214
+ 2.93%
$33.39 - $37.66 $7.15K - $8.06K
7.53K $251K
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 2.13%
$288.47 - $316.54 $11.5K - $12.7K
1.92K $556K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.31%
$442.29 - $483.08 $3.98K - $4.35K
2.91K $1.32M
SHEL
Shell PLC

Energy
273
+ 2.67%
$60.63 - $70.23 $16.6K - $19.2K
10.5K $658K
FIW
First Trust Water ETF

ETFs
6
+ 0.27%
$102.02 - $110.91 $612 - $665
2.19K $223K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
105
+ 2.82%
$54.2 - $60.92 $5.69K - $6.4K
3.83K $207K
QCOM
Qualcomm Inc

Technology
8
+ 0.45%
$150.4 - $178.04 $1.2K - $1.42K
1.79K $274K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
229
+ 3.72%
$75.65 - $83.47 $17.3K - $19.1K
6.38K $485K
ORCL
Oracle Corp

Technology
276
+ 1.28%
$165.41 - $192.43 $45.7K - $53.1K
21.8K $3.63M
JNJ
Johnson & Johnson

Healthcare
126
+ 3.95%
$143.34 - $165.86 $18.1K - $20.9K
3.32K $479K
UNP
Union Pacific Corp

Industrials
22
+ 0.74%
$223.15 - $249.32 $4.91K - $5.49K
3.01K $687K
ITA
Ishares Tr

ETFs
45
+ 0.33%
$144.31 - $157.31 $6.49K - $7.08K
13.7K $1.99M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
732
+ 0.55%
$24.82 - $25.48 $18.2K - $18.7K
134K $3.33M
XOM
Exxon Mobil Corp

Energy
150
+ 1.75%
$105.51 - $125.37 $15.8K - $18.8K
8.74K $940K
AVY
Avery Dennison Corp

Industrials
144
+ 4.26%
$186.26 - $220.48 $26.8K - $31.7K
3.53K $659K
KO
Coca Cola CO

Consumer Defensive
169
+ 1.67%
$61.74 - $71.71 $10.4K - $12.1K
10.3K $642K
AGZ
Ishares Agency Bond ETF

ETFs
778
+ 1.03%
$107.68 - $110.37 $83.8K - $85.9K
76.2K $8.23M
WM
Waste Management Inc

Industrials
42
+ 0.23%
$201.79 - $228.46 $8.48K - $9.6K
18.7K $3.77M
Activity Summary
Buys All Purchases 71 New Holdings 13 Increased Positions 58 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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