Great Diamond Partners, LLC Sells in Q1 2025

Great Diamond Partners, LLC

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-132K
- 94.75%
N/A
7.33K $393K
IWV
Ishares Russell 3000 ETF

ETFs
-2.85K
- 3.55%
$313.1 - $349.83 $893K - $998K
77.6K $24.6M
NVO
Novo Nordisk A S

Healthcare
-24.7K
- 82.18%
$69.3 - $90.95 $1.71M - $2.25M
5.37K $372K
VTI
Vanguard Total Stock Market Et

ETFs
-2.14K
- 2.52%
$271.18 - $303.12 $581K - $650K
83K $22.8M
VUG
Vanguard Growth ETF

ETFs
-966
- 2.78%
$369.1 - $427.61 $357K - $413K
33.8K $12.5M
MSFT
Microsoft Corp

Technology
-1.39K
- 5.46%
$375.39 - $447.2 $521K - $620K
24K $9.02M
NVDA
Nvidia Corp

Technology
-2.66K
- 6.51%
$106.98 - $149.43 $285K - $398K
38.3K $4.15M
KLAC
Kla Corp

Technology
-2.01K
- 47.57%
$636.62 - $777.63 $1.28M - $1.56M
2.21K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.23K
- 23.45%
$222.15 - $428.22 $273K - $526K
4.01K $1.04M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.7K
- 6.79%
$158.1 - $217.71 $268K - $370K
23.3K $3.69M
GOOG
Alphabet Inc.

Communication Services
-2.17K
- 14.55%
$156.06 - $207.71 $338K - $450K
12.7K $1.99M
HUBB
Hubbell Inc

Industrials
-177
- 2.27%
$330.91 - $456.86 $58.6K - $80.9K
7.63K $2.53M
ORCL
Oracle Corp

Technology
-454
- 2.09%
$139.81 - $186.47 $63.5K - $84.7K
21.3K $2.98M
AMZN
Amazon Com Inc

Consumer Cyclical
-870
- 5.58%
$190.26 - $242.06 $166K - $211K
14.7K $2.8M
UNH
Unitedhealth Group Inc

Healthcare
-1.28K
- 26.62%
$461.52 - $548.18 $589K - $700K
3.52K $1.84M
ACN
Accenture PLC

Technology
-612
- 6.86%
$300.91 - $398.25 $184K - $244K
8.31K $2.59M
SKYY
First Trust Cloud Computing Et

ETFs
-2.07K
- 10.58%
$102.23 - $131.18 $212K - $272K
17.5K $1.79M
TDIV
First Trust Nasdaq Technology

ETFs
-3.06K
- 5.67%
$73.39 - $83.95 $225K - $257K
50.9K $3.75M
GOOGL
Alphabet Inc.

Communication Services
-583
- 5.22%
$154.33 - $206.19 $90K - $120K
10.6K $1.64M
AMP
Ameriprise Financial Inc

Financial Services
-256
- 3.68%
$472.29 - $575.13 $121K - $147K
6.71K $3.25M
AMGN
Amgen Inc

Healthcare
-3.67K
- 25.87%
$258.59 - $327.36 $950K - $1.2M
10.5K $3.28M
MRK
Merck & Co., Inc.

Healthcare
-2.98K
- 26.58%
$83.01 - $101.02 $247K - $301K
8.23K $738K
HD
Home Depot, Inc.

Consumer Cyclical
-336
- 3.99%
$347.25 - $424.87 $117K - $143K
8.09K $2.96M
CRM
Salesforce, Inc.

Technology
-219
- 6.59%
$268.36 - $359.95 $58.8K - $78.8K
3.1K $832K
MS
Morgan Stanley

Financial Services
-947
- 6.65%
$111.68 - $141.08 $106K - $134K
13.3K $1.55M
INTU
Intuit Inc

Technology
-273
- 43.54%
$555.63 - $630.23 $152K - $172K
354 $217K
LLY
Eli Lilly & CO

Healthcare
-675
- 9.27%
$725.72 - $929.72 $490K - $628K
6.61K $5.46M
META
Meta Platforms, Inc.

Communication Services
-198
- 6.7%
$576.36 - $736.67 $114K - $146K
2.76K $1.59M
LMT
Lockheed Martin Corp

Industrials
-121
- 5.2%
$423.19 - $506.29 $51.2K - $61.3K
2.2K $984K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-707
- 11.44%
$102.49 - $119.96 $72.5K - $84.8K
5.48K $572K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-450
- 1.5%
$169.43 - $182.84 $76.2K - $82.3K
29.6K $5.13M
DIS
Walt Disney CO

Communication Services
-621
- 10.17%
$96.87 - $114.0 $60.2K - $70.8K
5.48K $541K
NOW
Service Now, Inc.

Technology
-24
- 5.52%
$783.83 - $1170.39 $18.8K - $28.1K
411 $327K
BA
Boeing CO

Industrials
-587
- 13.91%
$148.15 - $186.25 $87K - $109K
3.63K $619K
SHOP
Shopify Inc.

Technology
-656
- 12.27%
$90.59 - $129.31 $59.4K - $84.8K
4.69K $447K
NFLX
Netflix Inc

Communication Services
-204
- 11.35%
$828.4 - $1058.6 $169K - $216K
1.59K $1.49M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-183
- 1.69%
$101.98 - $115.66 $18.7K - $21.2K
10.6K $1.09M
ITW
Illinois Tool Works Inc

Industrials
-261
- 5.12%
$244.9 - $274.48 $63.9K - $71.6K
4.84K $1.2M
NEE
Nextera Energy Inc

Utilities
-979
- 3.95%
$66.96 - $76.16 $65.6K - $74.6K
23.8K $1.69M
SPGI
S&P Global Inc.

Financial Services
-184
- 21.1%
$478.26 - $543.77 $88K - $100K
688 $349K
MA
Mastercard Inc

Financial Services
-220
- 12.9%
$504.67 - $576.31 $111K - $127K
1.49K $813K
SYK
Stryker Corp

Healthcare
-237
- 27.43%
$355.18 - $399.9 $84.2K - $94.8K
627 $233K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-31
- 0.2%
$134.68 - $159.3 $4.18K - $4.94K
15.9K $2.22M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-192
- 3.6%
$120.24 - $134.3 $23.1K - $25.8K
5.14K $626K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-63
- 5.66%
$497.6 - $606.74 $31.3K - $38.2K
1.05K $522K
ADSK
Autodesk, Inc.

Technology
-232
- 14.27%
N/A
1.39K $342K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-68
- 0.51%
$37.84 - $44.02 $2.57K - $2.99K
13.2K $507K
ADP
Automatic Data Processing Inc

Industrials
-669
- 5.52%
$286.85 - $318.64 $192K - $213K
11.4K $3.5M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-319
- 1.42%
$48.02 - $53.02 $15.3K - $16.9K
22.2K $1.1M
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
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