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
DSI
Ishares Msci Kld 400 Social Et

ETFs
294
+ 2.88%
$115.96 - $125.95 $34.1K - $37K
10.5K $1.32M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
78
+ 0.84%
$236.6 - $253.9 $18.5K - $19.8K
9.39K $2.36M
PKG
Packaging Corp Of America

Consumer Cyclical
168
+ 5.94%
$191.41 - $220.25 $32.2K - $37K
3K $653K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.05%
$546.99 - $602.2 $547 - $602
2.18K $1.31M
XLG
Invesco Exchange Traded Fd Tr

ETFs
49
+ 0.27%
$51.78 - $57.89 $2.54K - $2.84K
18K $1.04M
TMO
Thermo Fisher Scientific Inc.

Healthcare
51
+ 5.5%
$404.94 - $499.99 $20.7K - $25.5K
979 $474K
VCIT
Vanguard Intermediate Term Cor

ETFs
1K
+ 12.08%
$81.75 - $84.54 $81.8K - $84.5K
9.28K $780K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
880
+ 4.7%
$78.96 - $80.04 $69.5K - $70.4K
19.6K $1.57M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
161
+ 3.24%
$134.94 - $145.86 $21.7K - $23.5K
5.14K $747K
EFA
Ishares Tr Msci Eafe ETF

ETFs
511
+ 8.37%
$87.29 - $93.61 $44.6K - $47.8K
6.62K $617K
TMUS
T Mobile Us, Inc.

Communication Services
252
+ 2.52%
$226.02 - $259.01 $57K - $65.3K
10.3K $2.46M
AXP
American Express CO

Financial Services
15
+ 0.4%
$294.27 - $342.31 $4.41K - $5.13K
3.81K $1.27M
IBM
International Business Machines Corp

Technology
407
+ 8.16%
$234.77 - $292.47 $95.6K - $119K
5.39K $1.52M
CSCO
Cisco Systems, Inc.

Technology
970
+ 6.46%
$66.2 - $71.79 $64.2K - $69.6K
16K $1.09M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
255
+ 4.07%
$87.05 - $93.19 $22.2K - $23.8K
6.51K $605K
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 1.08%
$215.01 - $273.02 $3.01K - $3.82K
1.31K $329K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
226
+ 3.07%
$39.06 - $43.42 $8.83K - $9.81K
7.58K $328K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
400
+ 15.38%
$75.26 - $80.19 $30.1K - $32.1K
3K $239K
HOLX
Hologic Inc

Healthcare
200
+ 3.39%
$63.26 - $68.98 $12.7K - $13.8K
6.1K $411K
FISV
Fiserv Inc

Technology
203
+ 2.89%
N/A
7.22K $904K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
139
+ 0.43%
$70.85 - $76.96 $9.85K - $10.7K
32.4K $2.47M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
18
+ 0.98%
$138.08 - $151.2 $2.49K - $2.72K
1.85K $279K
IEMG
Ishares Inc

ETFs
406
+ 4.89%
N/A
8.71K $467K
NVS
Novartis Ag

Healthcare
13
+ 0.5%
$113.5 - $129.73 $1.48K - $1.69K
2.63K $337K
FIW
First Trust Water ETF

ETFs
81
+ 3.83%
$107.54 - $115.08 $8.71K - $9.32K
2.19K $246K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
157
+ 4.18%
$61.4 - $65.41 $9.64K - $10.3K
3.92K $251K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.2%
$435.72 - $463.74 $436 - $464
504 $233K
T
At&T Inc.

Communication Services
2.98K
+ 2.82%
$26.94 - $29.62 $80.3K - $88.3K
109K $3.07M
SLB
Schlumberger Limited

Energy
200
+ 2.4%
$32.37 - $37.31 $6.47K - $7.46K
8.52K $292K
INTU
Intuit Inc

Technology
310
+ 16.17%
$646.03 - $807.39 $200K - $250K
2.23K $1.52M
SHW
Sherwin Williams CO

Basic Materials
17
+ 1.16%
$330.88 - $375.23 $5.62K - $6.38K
1.48K $512K
DHR
Danaher Corp

Healthcare
28
+ 0.9%
$181.46 - $212.2 $5.08K - $5.94K
3.15K $625K
VZ
Verizon Communications Inc

Communication Services
66
+ 1.01%
$40.84 - $45.06 $2.7K - $2.97K
6.61K $290K
OTIS
Otis Worldwide Corp

Industrials
300
+ 9.53%
$84.93 - $101.07 $25.5K - $30.3K
3.45K $315K
Global X Fds
16
+ 0.04%
N/A
39.3K $0
Ge Vernova Inc
44
+ 10.09%
N/A
480 $0
FAN
First Tr Exchange Traded Fd Ii
13K
New
N/A
13K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
1.47K
+ 1.34%
N/A
110K $0
Pgim ETF Tr
3.23K
+ 8.9%
N/A
39.6K $0
Anglogold Ashanti PLC
1.07K
+ 6.15%
N/A
18.4K $0
Pimco ETF Tr
243K
New
N/A
243K $0
EMR
Emerson Electric CO

Industrials
48
+ 1.08%
$128.6 - $149.63 $6.17K - $7.18K
4.48K $587K
SPGI
S&P Global Inc.

Financial Services
6
+ 0.87%
$484.94 - $564.15 $2.91K - $3.38K
696 $338K
ICE
Intercontinental Exchange, Inc.

Financial Services
123
+ 3.87%
$167.28 - $188.45 $20.6K - $23.2K
3.3K $555K
UNM
Unum Group

Financial Services
872
+ 2.44%
$68.55 - $82.12 $59.8K - $71.6K
36.5K $2.84M
KO
Coca Cola CO

Consumer Defensive
15
+ 0.12%
$65.67 - $71.67 $985 - $1.08K
12.5K $831K
CAH
Cardinal Health Inc

Healthcare
766
+ 4.55%
$146.04 - $167.63 $112K - $128K
17.6K $2.76M
ROP
Roper Technologies Inc

Industrials
1
+ 0.06%
$495.03 - $573.0 $495 - $573
1.62K $805K
NVO
Novo Nordisk A S

Healthcare
611
+ 4.25%
$45.38 - $71.7 $27.7K - $43.8K
15K $831K
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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