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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
255
+ 4.07%
$87.05 - $93.19 $22.2K - $23.8K
6.51K $605K
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 1.08%
$215.01 - $273.02 $3.01K - $3.82K
1.31K $329K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
226
+ 3.07%
$39.06 - $43.42 $8.83K - $9.81K
7.58K $328K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
400
+ 15.38%
$75.26 - $80.19 $30.1K - $32.1K
3K $239K
HOLX
Hologic Inc

Healthcare
200
+ 3.39%
$63.26 - $68.98 $12.7K - $13.8K
6.1K $411K
FISV
Fiserv Inc

Technology
203
+ 2.89%
N/A
7.22K $904K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
139
+ 0.43%
$70.85 - $76.96 $9.85K - $10.7K
32.4K $2.47M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
18
+ 0.98%
$138.08 - $151.2 $2.49K - $2.72K
1.85K $279K
IEMG
Ishares Inc

ETFs
406
+ 4.89%
N/A
8.71K $467K
NVS
Novartis Ag

Healthcare
13
+ 0.5%
$113.5 - $129.73 $1.48K - $1.69K
2.63K $337K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
157
+ 4.18%
$61.4 - $65.41 $9.64K - $10.3K
3.92K $251K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.2%
$435.72 - $463.74 $436 - $464
504 $233K
INTU
Intuit Inc

Technology
310
+ 16.17%
$646.03 - $807.39 $200K - $250K
2.23K $1.52M
SLB
Schlumberger Limited

Energy
200
+ 2.4%
$32.37 - $37.31 $6.47K - $7.46K
8.52K $292K
T
At&T Inc.

Communication Services
2.98K
+ 2.82%
$26.94 - $29.62 $80.3K - $88.3K
109K $3.07M
SHW
Sherwin Williams CO

Basic Materials
17
+ 1.16%
$330.88 - $375.23 $5.62K - $6.38K
1.48K $512K
DHR
Danaher Corp

Healthcare
28
+ 0.9%
$181.46 - $212.2 $5.08K - $5.94K
3.15K $625K
VZ
Verizon Communications Inc

Communication Services
66
+ 1.01%
$40.84 - $45.06 $2.7K - $2.97K
6.61K $290K
OTIS
Otis Worldwide Corp

Industrials
300
+ 9.53%
$84.93 - $101.07 $25.5K - $30.3K
3.45K $315K
Global X Fds
16
+ 0.04%
N/A
39.3K $0
Ge Vernova Inc
44
+ 10.09%
N/A
480 $0
Anglogold Ashanti PLC
1.07K
+ 6.15%
N/A
18.4K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
1.47K
+ 1.34%
N/A
110K $0
Pgim ETF Tr
3.23K
+ 8.9%
N/A
39.6K $0
EMR
Emerson Electric CO

Industrials
48
+ 1.08%
$128.6 - $149.63 $6.17K - $7.18K
4.48K $587K
SPGI
S&P Global Inc.

Financial Services
6
+ 0.87%
$484.94 - $564.15 $2.91K - $3.38K
696 $338K
ICE
Intercontinental Exchange, Inc.

Financial Services
123
+ 3.87%
$167.28 - $188.45 $20.6K - $23.2K
3.3K $555K
UNM
Unum Group

Financial Services
872
+ 2.44%
$68.55 - $82.12 $59.8K - $71.6K
36.5K $2.84M
KO
Coca Cola CO

Consumer Defensive
15
+ 0.12%
$65.67 - $71.67 $985 - $1.08K
12.5K $831K
CAH
Cardinal Health Inc

Healthcare
766
+ 4.55%
$146.04 - $167.63 $112K - $128K
17.6K $2.76M
ROP
Roper Technologies Inc

Industrials
1
+ 0.06%
$495.03 - $573.0 $495 - $573
1.62K $805K
NVO
Novo Nordisk A S

Healthcare
611
+ 4.25%
$45.38 - $71.7 $27.7K - $43.8K
15K $831K
AMP
Ameriprise Financial Inc

Financial Services
228
+ 3.35%
$486.13 - $544.55 $111K - $124K
7.04K $3.46M
ADP
Automatic Data Processing Inc

Industrials
136
+ 0.91%
$288.69 - $310.94 $39.3K - $42.3K
15.1K $4.42M
ARES
Ares Management Corp

Financial Services
367
+ 1.58%
$159.89 - $192.76 $58.7K - $70.7K
23.6K $3.77M
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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