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
QQQ
Invesco Qqq Trust, Series 1

ETFs
358
+ 19.63%
$416.06 - $551.64 $149K - $197K
2.18K $1.2M
MS
Morgan Stanley

Financial Services
72
+ 0.54%
$99.83 - $140.86 $7.19K - $10.1K
13.4K $1.88M
RSP
Invesco S&P 500 Equal Weight E

ETFs
336
+ 1.14%
$152.93 - $181.74 $51.4K - $61.1K
29.9K $5.44M
HD
Home Depot, Inc.

Consumer Cyclical
844
+ 10.44%
$335.24 - $380.78 $283K - $321K
8.93K $3.27M
WELL
Welltower Inc.

Real Estate
1.95K
+ 12.96%
$136.49 - $155.22 $267K - $303K
17K $2.62M
V
Visa Inc.

Financial Services
639
+ 11.18%
$308.27 - $373.31 $197K - $239K
6.35K $2.26M
TSLA
Tesla, Inc.

Consumer Cyclical
47
+ 1.17%
$221.86 - $362.89 $10.4K - $17.1K
4.06K $1.29M
MA
Mastercard Inc

Financial Services
400
+ 26.94%
$479.92 - $590.74 $192K - $236K
1.89K $1.06M
SHEL
Shell PLC

Energy
3.81K
+ 35.61%
$59.75 - $73.05 $227K - $278K
14.5K $1.02M
BA
Boeing CO

Industrials
380
+ 10.46%
$136.59 - $217.51 $51.9K - $82.7K
4.01K $841K
COST
Costco Wholesale Corp

Consumer Defensive
173
+ 50.88%
$908.13 - $1056.85 $157K - $183K
513 $507K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
276
+ 3.05%
$208.91 - $238.66 $57.7K - $65.9K
9.31K $2.22M
KO
Coca Cola CO

Consumer Defensive
2.5K
+ 25.0%
$68.37 - $73.9 $171K - $185K
12.5K $885K
GE
General Electric CO

Industrials
256
+ 17.08%
$166.81 - $257.39 $42.7K - $65.9K
1.76K $451K
DIS
Walt Disney CO

Communication Services
78
+ 1.42%
$81.72 - $124.01 $6.37K - $9.67K
5.56K $689K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
423
+ 31.26%
$421.16 - $509.5 $178K - $216K
1.78K $790K
XLG
Invesco Exchange Traded Fd Tr

ETFs
257
+ 1.45%
$40.94 - $52.1 $10.5K - $13.4K
18K $936K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
469
+ 1.96%
$32.66 - $40.75 $15.3K - $19.1K
24.4K $985K
NVS
Novartis Ag

Healthcare
800
+ 43.98%
$101.96 - $121.01 $81.6K - $96.8K
2.62K $316K
GRMN
Garmin LTD

Technology
911
+ 9.42%
$173.63 - $218.07 $158K - $199K
10.6K $2.21M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.36K
+ 2.44%
$24.94 - $25.42 $83.8K - $85.4K
141K $3.59M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.6K
+ 55.17%
$55.13 - $75.25 $88.3K - $121K
4.51K $309K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.4K
+ 2.34%
N/A
149K $3.54M
CRM
Salesforce, Inc.

Technology
216
+ 6.96%
$236.26 - $291.15 $51K - $62.9K
3.32K $905K
RTX
Raytheon Technologies Corp

Industrials
194
+ 6.27%
$113.75 - $148.48 $22.1K - $28.8K
3.29K $479K
APO
Apollo Global Management, Inc.

Financial Services
39
+ 0.32%
$108.68 - $145.07 $4.24K - $5.66K
12.2K $1.73M
ERIC
Ericsson Lm Telephone CO

Technology
1.32K
+ 1.76%
$6.77 - $8.86 $8.94K - $11.7K
76.5K $649K
ISRG
Intuitive Surgical Inc

Healthcare
60
+ 8.78%
$451.58 - $565.94 $27.1K - $34K
743 $403K
CTVA
Corteva, Inc.

Basic Materials
283
+ 8.41%
$55.52 - $74.53 $15.7K - $21.1K
3.65K $271K
SHW
Sherwin Williams CO

Basic Materials
188
+ 14.73%
$313.51 - $363.51 $58.9K - $68.3K
1.46K $502K
IEMG
Ishares Inc

ETFs
973
+ 13.28%
N/A
8.3K $445K
SJNK
Spdr Bloomberg Short Term High

ETFs
811
+ 0.81%
$24.12 - $25.48 $19.6K - $20.7K
101K $2.57M
AGZ
Ishares Agency Bond ETF

ETFs
275
+ 0.35%
$108.32 - $109.92 $29.8K - $30.2K
78.3K $8.58M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
219
+ 0.44%
$51.1 - $53.29 $11.2K - $11.7K
49.6K $2.64M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.07K
+ 0.9%
$20.12 - $21.0 $21.5K - $22.4K
120K $2.51M
LMT
Lockheed Martin Corp

Industrials
14
+ 0.64%
$430.82 - $486.45 $6.03K - $6.81K
2.22K $1.03M
ITW
Illinois Tool Works Inc

Industrials
159
+ 3.29%
$218.41 - $252.43 $34.7K - $40.1K
5K $1.24M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.16K
+ 3.63%
$55.32 - $65.02 $64.1K - $75.3K
33.1K $2.07M
WM
Waste Management Inc

Industrials
341
+ 1.9%
$216.47 - $242.1 $73.8K - $82.6K
18.3K $4.18M
MNST
Monster Beverage Corp

Consumer Defensive
28
+ 0.45%
$55.01 - $64.24 $1.54K - $1.8K
6.31K $395K
AWK
American Water Works Company, Inc.

Utilities
254
+ 17.24%
$133.82 - $151.96 $34K - $38.6K
1.73K $240K
MCD
Mcdonalds Corp

Consumer Cyclical
174
+ 9.69%
$285.55 - $321.23 $49.7K - $55.9K
1.97K $575K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.29%
$438.31 - $527.29 $877 - $1.05K
690 $363K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.4%
$376.48 - $440.65 $753 - $881
503 $221K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
108
+ 25.29%
$483.07 - $625.6 $52.2K - $67.6K
535 $280K
PKG
Packaging Corp Of America

Consumer Cyclical
175
+ 6.59%
$175.97 - $201.36 $30.8K - $35.2K
2.83K $533K
UNM
Unum Group

Financial Services
384
+ 1.09%
$70.48 - $82.91 $27.1K - $31.8K
35.7K $2.88M
AZN
Astrazeneca PLC

Healthcare
245
+ 5.67%
$64.87 - $75.0 $15.9K - $18.4K
4.57K $319K
Linde PLC
2.03K
+ 348.54%
N/A
2.61K $0
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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