Great Diamond Partners, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Million distributed in 179 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $24.6M, Vanguard Total Stock Market Et with a value of $22.8M, Ishares Tr with a value of $21.2M, Vanguard Growth ETF with a value of $12.5M, and Spdr S&P 500 ETF Trust with a value of $11.9M.
Examining the 13F form we can see an decrease of $20.3M in the current position value, from $377M to 357M.
Below you can find more details about Great Diamond Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$357 Million
ETFs: $201 Million
Technology: $39 Million
Healthcare: $27.5 Million
Financial Services: $26.2 Million
Industrials: $23.9 Million
Consumer Cyclical: $14.8 Million
Communication Services: $9.75 Million
Energy: $5.1 Million
Other: $10.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
