Great Diamond Partners, LLC Purchases in Q3 2025

Great Diamond Partners, LLC

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
111K
+ 39.03%
$81.7 - $87.53 $9.04M - $9.68M
394K $34.4M
VTI
Vanguard Total Stock Market Et

ETFs
2.66K
+ 3.1%
$303.93 - $329.86 $810K - $879K
88.5K $29M
SOCL
Global X Fds Global X Social M

ETFs
41.8K
New
$52.7 - $62.63 $2.2M - $2.62M
41.8K $2.54M
TPR
Tapestry, Inc.

Consumer Cyclical
21.2K
New
$86.48 - $116.14 $1.83M - $2.46M
21.2K $2.39M
NEE
Nextera Energy Inc

Utilities
31.3K
New
$69.77 - $77.54 $2.19M - $2.43M
31.3K $2.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
329
+ 1.42%
$617.65 - $666.84 $203K - $219K
23.5K $15.7M
VXF
Vanguard Extended Market ETF

ETFs
985
+ 1.61%
$193.58 - $213.07 $191K - $210K
62.2K $13M
EBAY
Ebay Inc

Consumer Cyclical
12.3K
New
$75.33 - $100.77 $925K - $1.24M
12.3K $1.12M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
40.8K
+ 64.77%
$24.14 - $24.34 $985K - $993K
104K $2.53M
WELL
Welltower Inc.

Real Estate
2.71K
+ 15.92%
$150.71 - $178.14 $408K - $483K
19.7K $3.51M
WSM
Williams Sonoma Inc

Consumer Cyclical
307
+ 1.43%
$163.62 - $210.2 $50.2K - $64.5K
21.7K $4.25M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.7K
New
$23.13 - $23.54 $526K - $535K
22.7K $533K
BK
Bank Of New York Mellon Corp

Financial Services
774
+ 3.11%
$90.65 - $109.75 $70.2K - $84.9K
25.7K $2.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.53K
+ 4.32%
$62.09 - $66.51 $219K - $235K
85.3K $5.57M
ABBV
Abb Vie Inc.

Healthcare
178
+ 1.85%
$184.85 - $231.54 $32.9K - $41.2K
9.82K $2.27M
ETN
Eaton Corp PLC

Industrials
708
+ 6.55%
$342.99 - $392.76 $243K - $278K
11.5K $4.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.95K
+ 36.77%
$39.8 - $42.86 $356K - $384K
33.3K $1.43M
GRMN
Garmin LTD

Technology
126
+ 1.19%
$211.13 - $246.22 $26.6K - $31K
10.7K $2.64M
R
Ryder System Inc

Industrials
160
+ 1.49%
$168.66 - $189.57 $27K - $30.3K
10.9K $2.06M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.3K
New
$22.36 - $22.52 $341K - $343K
15.3K $343K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.69K
+ 5.7%
$117.65 - $120.08 $316K - $323K
49.8K $5.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
497
+ 1.66%
$181.56 - $190.33 $90.2K - $94.6K
30.4K $5.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.89K
+ 25.29%
$132.9 - $142.03 $251K - $268K
9.36K $1.32M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
14K
New
$21.68 - $22.04 $304K - $309K
14K $307K
MBB
Ishares Tr

ETFs
2.95K
+ 14.73%
$92.46 - $95.73 $272K - $282K
23K $2.18M
WM
Waste Management Inc

Industrials
1.98K
+ 10.85%
$213.88 - $237.1 $424K - $470K
20.3K $4.47M
TJX
Tjx Companies Inc

Consumer Cyclical
13
+ 0.1%
$121.35 - $144.54 $1.58K - $1.88K
12.9K $1.86M
PH
Parker Hannifin Corp

Industrials
50
+ 1.27%
$697.13 - $769.67 $34.9K - $38.5K
3.98K $3.02M
GLW
Corning Inc

Technology
3.3K
New
$51.6 - $82.03 $170K - $271K
3.3K $270K
EQT
Eqt Corp

Energy
5.71K
+ 51.47%
$49.19 - $59.19 $281K - $338K
16.8K $914K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
11.5K
New
$22.84 - $22.95 $263K - $264K
11.5K $264K
EVR
Evercore Inc.

Financial Services
44
+ 1.21%
$276.5 - $362.79 $12.2K - $16K
3.68K $1.24M
SKYY
First Trust Cloud Computing Et

ETFs
116
+ 0.64%
$118.24 - $138.53 $13.7K - $16.1K
18.3K $2.47M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.8K
New
$22.19 - $22.44 $240K - $243K
10.8K $242K
BAC
Bank Of America Corp

Financial Services
3.58K
+ 29.43%
$44.92 - $52.42 $161K - $188K
15.8K $813K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
491
+ 2.87%
$108.46 - $120.63 $53.3K - $59.2K
17.6K $2.09M
EMB
Ishares Tr

ETFs
1.52K
+ 5.21%
$91.52 - $95.59 $139K - $145K
30.7K $2.92M
BX
Blackstone Inc.

Financial Services
1.28K
New
$152.77 - $188.68 $195K - $241K
1.28K $217K
NXPI
Nxp Semiconductors N.V.

Technology
937
New
$205.16 - $239.07 $192K - $224K
937 $213K
PFE
Pfizer Inc

Healthcare
8.1K
New
$23.29 - $25.88 $189K - $210K
8.1K $206K
KMI
Kinder Morgan, Inc.

Energy
7.3K
New
$26.23 - $28.5 $191K - $208K
7.3K $206K
AJG
Arthur J. Gallagher & Co.

Financial Services
660
New
$284.17 - $319.49 $188K - $211K
660 $204K
VO
Vanguard Mid Cap ETF

ETFs
571
+ 23.09%
$279.83 - $293.74 $160K - $168K
3.04K $894K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.01K
+ 6.06%
$52.55 - $54.37 $158K - $163K
52.6K $2.85M
SJNK
Spdr Bloomberg Short Term High

ETFs
6.79K
+ 6.72%
$25.28 - $25.63 $172K - $174K
108K $2.76M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
8.55K
+ 7.13%
$20.84 - $21.03 $178K - $180K
129K $2.69M
AFL
Aflac Inc

Financial Services
74
+ 0.32%
$98.09 - $111.7 $7.26K - $8.27K
23.4K $2.62M
CVX
Chevron Corp

Energy
366
+ 4.75%
$145.57 - $161.83 $53.3K - $59.2K
8.07K $1.25M
WMB
Williams Companies, Inc.

Energy
1.89K
+ 5.75%
$56.52 - $64.01 $107K - $121K
34.7K $2.2M
Activity Summary
Buys All Purchases 103 New Holdings 17 Increased Positions 86 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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