Great Diamond Partners, LLC New Holdings in Q2 2025

Great Diamond Partners, LLC

  • $457 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
421K
New
$19.78 - $21.29 $8.32M - $8.96M
421K $8.68M
BK
Bank Of New York Mellon Corp

Financial Services
24.9K
New
$73.31 - $91.62 $1.83M - $2.28M
24.9K $2.27M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
43.2K
New
$41.45 - $54.46 $1.79M - $2.35M
43.2K $2.25M
MBB
Ishares Tr

ETFs
20K
New
$91.41 - $94.22 $1.83M - $1.89M
20K $1.88M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.7K
New
$77.94 - $79.5 $1.46M - $1.49M
18.7K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.35K
New
$456.74 - $568.03 $1.07M - $1.33M
2.35K $1.33M
HON
Honeywell International Inc

Industrials
4.7K
New
$182.86 - $232.88 $859K - $1.09M
4.7K $1.09M
DTH
Wisdomtree Tr

ETFs
21.5K
New
$37.84 - $46.83 $814K - $1.01M
21.5K $996K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.47K
New
$114.78 - $133.31 $858K - $996K
7.47K $996K
APH
Amphenol Corp

Technology
9.68K
New
$59.09 - $98.75 $572K - $956K
9.68K $955K
ROP
Roper Technologies Inc

Industrials
1.62K
New
$519.19 - $590.78 $838K - $954K
1.62K $915K
FISV
Fiserv Inc

Technology
7.02K
New
N/A
7.02K $878K
PCAR
Paccar Inc

Industrials
8.94K
New
$86.4 - $99.09 $773K - $886K
8.94K $850K
CARR
Carrier Global Corp

Industrials
11K
New
$55.55 - $75.83 $612K - $835K
11K $805K
WAT
Waters Corp

Healthcare
2.3K
New
$307.71 - $366.67 $706K - $842K
2.3K $801K
PEP
Pepsico Inc

Consumer Defensive
5.71K
New
$128.02 - $151.37 $732K - $865K
5.71K $754K
VO
Vanguard Mid Cap ETF

ETFs
2.47K
New
$228.54 - $279.83 $565K - $692K
2.47K $692K
VCIT
Vanguard Intermediate Term Cor

ETFs
8.28K
New
$79.56 - $82.92 $658K - $686K
8.28K $686K
EQT
Eqt Corp

Energy
11.1K
New
$46.11 - $60.44 $511K - $670K
11.1K $646K
DHR
Danaher Corp

Healthcare
3.13K
New
$174.64 - $205.16 $546K - $641K
3.13K $617K
EMR
Emerson Electric CO

Industrials
4.43K
New
$94.15 - $133.33 $417K - $591K
4.43K $591K
ICE
Intercontinental Exchange, Inc.

Financial Services
3.18K
New
$151.62 - $183.47 $482K - $583K
3.18K $582K
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.11K
New
$72.96 - $90.39 $446K - $552K
6.11K $545K
AMT
American Tower Corp

Real Estate
2.37K
New
$203.96 - $228.19 $482K - $540K
2.37K $522K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.08K
New
$328.01 - $475.68 $353K - $511K
1.08K $502K
MDT
Medtronic PLC

Healthcare
5.12K
New
$80.68 - $88.86 $413K - $455K
5.12K $446K
MTD
Mettler Toledo International Inc

Healthcare
345
New
$970.15 - $1216.57 $335K - $420K
345 $405K
IVV
Ishares Core S&P 500 ETF

ETFs
647
New
$498.8 - $620.9 $323K - $402K
647 $401K
HOLX
Hologic Inc

Healthcare
5.9K
New
$52.73 - $65.22 $311K - $385K
5.9K $384K
CAT
Caterpillar Inc

Industrials
930
New
$273.94 - $388.21 $255K - $361K
930 $361K
CL
Colgate Palmolive CO

Consumer Defensive
3.91K
New
$87.57 - $96.0 $342K - $375K
3.91K $355K
NKE
Nike, Inc.

Consumer Cyclical
4.97K
New
$53.27 - $72.04 $265K - $358K
4.97K $352K
VB
Vanguard Small Cap ETF

ETFs
1.47K
New
$193.73 - $237.37 $284K - $348K
1.47K $347K
AEP
American Electric Power CO Inc

Utilities
3.17K
New
$98.59 - $109.11 $313K - $346K
3.17K $328K
XYL
Xylem Inc.

Industrials
2.46K
New
$102.86 - $129.5 $253K - $318K
2.46K $317K
SJM
J M Smucker CO

Consumer Defensive
3.2K
New
$94.41 - $118.52 $302K - $379K
3.2K $313K
OTIS
Otis Worldwide Corp

Industrials
3.15K
New
$90.88 - $104.3 $286K - $328K
3.15K $311K
DE
Deere & CO

Industrials
595
New
$412.99 - $531.48 $246K - $316K
595 $302K
TYL
Tyler Technologies Inc

Technology
495
New
$521.68 - $592.84 $258K - $293K
495 $293K
HWM
Howmet Aerospace Inc.

Industrials
1.57K
New
$112.33 - $186.13 $177K - $293K
1.57K $292K
VZ
Verizon Communications Inc

Communication Services
6.55K
New
$41.67 - $45.62 $273K - $299K
6.55K $283K
SLB
Schlumberger Limited

Energy
8.32K
New
$31.95 - $42.2 $266K - $351K
8.32K $281K
SO
Southern CO

Utilities
2.87K
New
$84.91 - $92.56 $244K - $266K
2.87K $263K
PWR
Quanta Services, Inc.

Industrials
663
New
$239.47 - $381.26 $159K - $253K
663 $250K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.65K
New
$63.54 - $68.5 $232K - $250K
3.65K $246K
XEL
Xcel Energy Inc

Utilities
3.44K
New
$65.65 - $72.39 $226K - $249K
3.44K $234K
GLD
Spdr Gold Trust

ETFs
765
New
$273.71 - $316.29 $209K - $242K
765 $233K
NSC
Norfolk Southern Corp

Industrials
868
New
$206.34 - $257.46 $179K - $223K
868 $222K
UPS
United Parcel Service Inc

Industrials
2.19K
New
$91.92 - $110.2 $201K - $241K
2.19K $220K
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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