Great Diamond Partners, LLC Reduced Holdings in Q1 2025

Great Diamond Partners, LLC

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-466
- 3.61%
$158.56 - $176.26 $73.9K - $82.1K
12.5K $2.12M
EQIX
Equinix Inc

Real Estate
-9
- 3.23%
$803.0 - $959.97 $7.23K - $8.64K
270 $220K
NXPI
Nxp Semiconductors N.V.

Technology
-114
- 9.73%
$189.99 - $245.86 $21.7K - $28K
1.06K $201K
PANW
Palo Alto Networks Inc

Technology
-133
- 9.36%
$167.82 - $208.28 $22.3K - $27.7K
1.29K $219K
QCOM
Qualcomm Inc

Technology
-222
- 12.41%
$151.94 - $175.86 $33.7K - $39K
1.57K $240K
ISRG
Intuitive Surgical Inc

Healthcare
-18
- 2.57%
$476.63 - $610.45 $8.58K - $11K
683 $338K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-83
- 6.49%
$175.5 - $209.86 $14.6K - $17.4K
1.2K $216K
CPRT
Copart Inc

Consumer Cyclical
-355
- 6.53%
$52.3 - $59.83 $18.6K - $21.2K
5.08K $287K
TJX
Tjx Companies Inc

Consumer Cyclical
-281
- 2.98%
$112.81 - $126.16 $31.7K - $35.5K
9.15K $1.11M
MNST
Monster Beverage Corp

Consumer Defensive
-1.02K
- 14.01%
$46.16 - $58.58 $47.2K - $59.9K
6.28K $367K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-35
- 5.39%
$308.87 - $383.33 $10.8K - $13.4K
614 $200K
VIG
Vanguard Dividend Appreciation

ETFs
-62
- 1.03%
N/A
5.96K $1.09M
COP
Conocophillips

Energy
-972
- 5.98%
$88.6 - $105.85 $86.1K - $103K
15.3K $1.6M
FIW
First Trust Water ETF

ETFs
-14
- 0.64%
$99.48 - $106.74 $1.39K - $1.49K
2.18K $219K
SBUX
Starbucks Corp

Consumer Cyclical
-445
- 7.5%
$91.75 - $115.81 $40.8K - $51.5K
5.49K $538K
MKC
Mccormick & CO Inc

Consumer Defensive
-219
- 7.84%
$71.24 - $84.73 $15.6K - $18.6K
2.58K $212K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2.26K
- 2.03%
N/A
109K $0
Blackrock Inc
-199
- 6.69%
N/A
2.78K $0
Linde PLC
-38
- 6.14%
N/A
581 $0
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.73%
$890.62 - $1076.86 $5.34K - $6.46K
340 $321K
MCD
Mcdonalds Corp

Consumer Cyclical
-125
- 6.51%
$279.74 - $321.29 $35K - $40.2K
1.8K $560K
UL
Unilever PLC

Consumer Defensive
-143
- 3.3%
$54.72 - $60.29 $7.82K - $8.62K
4.19K $249K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.44K
- 4.51%
$35.79 - $38.28 $51.6K - $55.2K
30.5K $1.14M
ECL
Ecolab Inc.

Basic Materials
-51
- 4.39%
$229.72 - $269.82 $11.7K - $13.8K
1.11K $281K
LYG
Lloyds Banking Group PLC

Financial Services
-3.48K
- 15.55%
$2.58 - $3.9 $8.97K - $13.6K
18.9K $72K
TRV
Travelers Companies, Inc.

Financial Services
-33
- 3.73%
$232.43 - $265.13 $7.67K - $8.75K
851 $225K
YUM
Yum Brands Inc

Consumer Cyclical
-161
- 9.64%
$123.25 - $162.53 $19.8K - $26.2K
1.51K $237K
UNP
Union Pacific Corp

Industrials
-21
- 0.7%
$225.21 - $254.42 $4.73K - $5.34K
2.99K $706K
AZN
Astrazeneca PLC

Healthcare
-196
- 4.34%
$65.37 - $77.96 $12.8K - $15.3K
4.32K $317K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-39
- 0.22%
$55.76 - $59.54 $2.17K - $2.32K
17.7K $1.03M
AFL
Aflac Inc

Financial Services
-1.28K
- 5.15%
$100.99 - $111.19 $129K - $142K
23.6K $2.62M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19
- 0.16%
$87.68 - $94.52 $1.67K - $1.8K
11.6K $1.09M
V
Visa Inc.

Financial Services
-452
- 7.33%
$306.92 - $362.71 $139K - $164K
5.71K $2M
AZO
Autozone Inc

Consumer Cyclical
-2
- 1.98%
$3193.96 - $3828.11 $6.39K - $7.66K
99 $377K
IDXX
Idexx Laboratories Inc

Healthcare
-88
- 0.62%
$406.29 - $469.04 $35.8K - $41.3K
14.2K $5.97M
KO
Coca Cola CO

Consumer Defensive
-300
- 2.91%
$60.81 - $72.32 $18.2K - $21.7K
10K $717K
CAH
Cardinal Health Inc

Healthcare
-697
- 4.35%
$118.02 - $137.77 $82.3K - $96K
15.3K $2.11M
ABBV
Abb Vie Inc.

Healthcare
-60
- 0.69%
$169.2 - $216.66 $10.2K - $13K
8.6K $1.8M
UNM
Unum Group

Financial Services
-391
- 1.1%
$71.8 - $83.34 $28.1K - $32.6K
35.3K $2.87M
ABT
Abbott Laboratories

Healthcare
-657
- 3.3%
$111.1 - $140.22 $73K - $92.1K
19.3K $2.55M
PAYX
Paychex Inc

Industrials
-193
- 0.79%
$136.06 - $154.52 $26.3K - $29.8K
24.2K $3.74M
WM
Waste Management Inc

Industrials
-741
- 3.97%
$200.54 - $233.78 $149K - $173K
17.9K $4.15M
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Great Diamond Partners, LLC Portfolio

Follow Great Diamond Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Diamond Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Diamond Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email