Great Diamond Partners, LLC Reduced Holdings in Q2 2025

Great Diamond Partners, LLC

  • $457 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-2.35K
- 35.6%
$713.71 - $898.95 $1.68M - $2.12M
4.26K $3.32M
UNH
Unitedhealth Group Inc

Healthcare
-2.85K
- 80.91%
$274.35 - $599.47 $781K - $1.71M
672 $209K
EVR
Evercore Inc.

Financial Services
-5.89K
- 61.88%
$163.77 - $271.5 $965K - $1.6M
3.63K $980K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-7.21K
- 53.2%
$141.37 - $228.57 $1.02M - $1.65M
6.34K $1.44M
PAYX
Paychex Inc

Industrials
-210
- 0.87%
$137.01 - $159.78 $28.8K - $33.6K
24K $3.49M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.89K
- 8.08%
$137.62 - $174.44 $259K - $329K
21.4K $3.5M
AFL
Aflac Inc

Financial Services
-184
- 0.78%
$99.77 - $112.45 $18.4K - $20.7K
23.4K $2.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-122
- 11.62%
$390.26 - $489.06 $47.6K - $59.7K
928 $376K
UNP
Union Pacific Corp

Industrials
-227
- 7.59%
$208.27 - $238.46 $47.3K - $54.1K
2.77K $636K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.27K
- 3.48%
$23.96 - $24.27 $54.4K - $55.1K
63K $1.53M
CPRT
Copart Inc

Consumer Cyclical
-113
- 2.22%
$47.72 - $63.84 $5.39K - $7.21K
4.97K $243K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-302
- 2.43%
$26.61 - $29.9 $8.04K - $9.03K
12.1K $324K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.13K
- 3.7%
$33.62 - $37.89 $38K - $42.8K
29.4K $1.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-450
- 3.88%
$85.42 - $94.39 $38.4K - $42.5K
11.1K $1.05M
AZO
Autozone Inc

Consumer Cyclical
-5
- 5.05%
$3478.38 - $3880.15 $17.4K - $19.4K
94 $348K
VIG
Vanguard Dividend Appreciation

ETFs
-131
- 2.2%
N/A
5.83K $1.06M
TRV
Travelers Companies, Inc.

Financial Services
-99
- 11.63%
$233.83 - $276.34 $23.1K - $27.4K
752 $201K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-616
- 2.78%
$43.28 - $50.37 $26.7K - $31K
21.5K $1.08M
LYG
Lloyds Banking Group PLC

Financial Services
-6.04K
- 31.99%
$3.32 - $4.29 $20.1K - $25.9K
12.8K $54K
EQIX
Equinix Inc

Real Estate
-12
- 4.44%
$740.07 - $914.43 $8.88K - $11K
258 $205K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.08%
$210.83 - $235.28 $211 - $235
1.3K $287K
YUM
Yum Brands Inc

Consumer Cyclical
-2
- 0.13%
$138.36 - $161.45 $277 - $323
1.51K $223K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-162
- 9.19%
$149.76 - $186.42 $24.3K - $30.2K
1.6K $298K
BSX
Boston Scientific Corp

Healthcare
-197
- 6.89%
$89.7 - $107.41 $17.7K - $21.2K
2.66K $285K
Lam Research Corp
-11
- 0.28%
N/A
3.9K $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
-68
- 11.07%
$283.31 - $388.96 $19.3K - $26.4K
546 $204K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-135
- 11.29%
$160.22 - $209.35 $21.6K - $28.3K
1.06K $222K
FIW
First Trust Water ETF

ETFs
-67
- 3.07%
$90.26 - $108.05 $6.05K - $7.24K
2.11K $228K
SLV
I Shares Silver Trust

ETFs
-278
- 2.43%
$27.08 - $33.74 $7.53K - $9.38K
11.2K $365K
IAU
Ishares Gold Trust

ETFs
-267
- 3.24%
$56.1 - $64.74 $15K - $17.3K
7.97K $496K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-111
- 2.87%
$51.36 - $62.5 $5.7K - $6.94K
3.76K $235K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-245
- 3.23%
$30.87 - $39.17 $7.56K - $9.6K
7.35K $287K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-262
- 4.02%
$73.02 - $90.22 $19.1K - $23.6K
6.26K $558K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-149
- 0.32%
$116.93 - $119.39 $17.4K - $17.8K
47.1K $5.61M
ASML
Asml Holding Nv

Technology
-40
- 9.37%
$595.37 - $815.24 $23.8K - $32.6K
387 $310K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-245
- 1.86%
$33.46 - $41.33 $8.2K - $10.1K
13K $535K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-68
- 3.57%
$101.69 - $139.02 $6.91K - $9.45K
1.84K $255K
PAVE
Global X Fds Us Infrastructure

ETFs
-238
- 2.49%
$33.78 - $43.68 $8.04K - $10.4K
9.32K $406K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-162
- 3.15%
$108.06 - $135.3 $17.5K - $21.9K
4.97K $672K
SPOT
Spotify Technology S.A.

Communication Services
-48
- 11.91%
$503.3 - $775.9 $24.2K - $37.2K
355 $272K
GS
Goldman Sachs Group Inc

Financial Services
-24
- 4.4%
$462.22 - $707.75 $11.1K - $17K
521 $368K
SHOP
Shopify Inc.

Technology
-134
- 2.86%
$76.89 - $115.35 $10.3K - $15.5K
4.56K $525K
NOW
Service Now, Inc.

Technology
-4
- 0.97%
$721.65 - $1040.18 $2.89K - $4.16K
407 $418K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-407
- 3.83%
$91.62 - $116.16 $37.3K - $47.3K
10.2K $1.19M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.65K
- 4.87%
$57.46 - $75.58 $95K - $125K
32.3K $2.44M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-435
- 1.6%
$62.05 - $80.65 $27K - $35.1K
26.7K $2.15M
ITA
Ishares Tr

ETFs
-917
- 6.56%
$135.31 - $188.64 $124K - $173K
13.1K $2.46M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-743
- 4.69%
$122.04 - $169.14 $90.7K - $126K
15.1K $2.56M
NFLX
Netflix Inc

Communication Services
-47
- 2.95%
$855.86 - $1339.13 $40.2K - $62.9K
1.55K $2.07M
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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