Great Diamond Partners, LLC Reduced Holdings in Q3 2025

Great Diamond Partners, LLC

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGZ
Ishares Agency Bond ETF

ETFs
-14.7K
- 18.74%
$108.74 - $110.41 $1.59M - $1.62M
63.6K $7.02M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-42.3K
- 28.42%
N/A
107K $2.53M
ACN
Accenture PLC

Technology
-673
- 5.94%
$232.56 - $304.78 $157K - $205K
10.7K $2.63M
PG
Procter & Gamble CO

Consumer Defensive
-115
- 0.14%
$150.47 - $161.22 $17.3K - $18.5K
79.6K $12.2M
PAYX
Paychex Inc

Industrials
-132
- 0.55%
$126.69 - $147.99 $16.7K - $19.5K
23.9K $3.03M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-404
- 22.75%
$366.54 - $479.53 $148K - $194K
1.37K $537K
NFLX
Netflix Inc

Communication Services
-28
- 1.81%
$1147.87 - $1297.18 $32.1K - $36.3K
1.52K $1.82M
CRM
Salesforce, Inc.

Technology
-380
- 11.45%
$231.66 - $273.65 $88K - $104K
2.94K $696K
LLY
Eli Lilly & CO

Healthcare
-79
- 1.86%
$625.65 - $812.69 $49.4K - $64.2K
4.18K $3.19M
HON
Honeywell International Inc

Industrials
-72
- 1.53%
$207.7 - $240.4 $15K - $17.3K
4.63K $973K
ISRG
Intuitive Surgical Inc

Healthcare
-77
- 10.36%
$433.66 - $544.47 $33.4K - $41.9K
666 $297K
V
Visa Inc.

Financial Services
-43
- 0.68%
$332.09 - $358.86 $14.3K - $15.4K
6.31K $2.15M
SYK
Stryker Corp

Healthcare
-36
- 1.24%
$368.57 - $403.53 $13.3K - $14.5K
2.87K $1.06M
UL
Unilever PLC

Consumer Defensive
-971
- 8.44%
$58.43 - $65.01 $56.7K - $63.1K
10.5K $624K
AMT
American Tower Corp

Real Estate
-22
- 0.93%
$192.32 - $232.35 $4.23K - $5.11K
2.34K $450K
NOW
Service Now, Inc.

Technology
-25
- 6.14%
$850.86 - $1044.69 $21.3K - $26.1K
382 $351K
ABT
Abbott Laboratories

Healthcare
-144
- 0.63%
$120.51 - $136.62 $17.4K - $19.7K
22.6K $3.03M
DIS
Walt Disney CO

Communication Services
-63
- 1.13%
$112.25 - $124.0 $7.07K - $7.81K
5.5K $629K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.2K
- 6.83%
$52.39 - $53.11 $62.9K - $63.7K
16.4K $868K
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 5.07%
$915.95 - $994.57 $23.8K - $25.9K
487 $450K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.77K
- 1.96%
$25.24 - $25.56 $70K - $70.9K
139K $3.54M
EMLP
First Tr Exchange Traded Iv

ETFs
-2.08K
- 7.06%
$36.99 - $38.38 $76.8K - $79.7K
27.3K $1.05M
SBUX
Starbucks Corp

Consumer Cyclical
-181
- 3.35%
$81.9 - $96.86 $14.8K - $17.5K
5.22K $441K
SJM
J M Smucker CO

Consumer Defensive
-780
- 24.41%
$102.24 - $113.2 $79.7K - $88.3K
2.42K $262K
VIG
Vanguard Dividend Appreciation

ETFs
-225
- 3.86%
N/A
5.61K $1.02M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 9.09%
$5364.25 - $5815.92 $21.5K - $23.3K
40 $215K
SPOT
Spotify Technology S.A.

Communication Services
-21
- 5.92%
$620.01 - $738.53 $13K - $15.5K
334 $233K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-337
- 9.23%
$60.9 - $70.75 $20.5K - $23.8K
3.32K $207K
BSX
Boston Scientific Corp

Healthcare
-103
- 3.87%
$97.03 - $108.14 $9.99K - $11.1K
2.56K $249K
DE
Deere & CO

Industrials
-7
- 1.18%
$457.26 - $524.37 $3.2K - $3.67K
588 $268K
META
Meta Platforms, Inc.

Communication Services
-29
- 0.85%
$695.21 - $791.73 $20.2K - $23K
3.37K $2.47M
UNP
Union Pacific Corp

Industrials
-201
- 7.27%
$214.91 - $237.16 $43.2K - $47.7K
2.56K $606K
PWR
Quanta Services, Inc.

Industrials
-123
- 18.55%
$372.29 - $421.68 $45.8K - $51.9K
540 $223K
MA
Mastercard Inc

Financial Services
-62
- 3.29%
$550.18 - $598.96 $34.1K - $37.1K
1.82K $1.04M
PANW
Palo Alto Networks Inc

Technology
-73
- 1.31%
$167.06 - $208.19 $12.2K - $15.2K
5.5K $1.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-366
- 3.28%
$92.18 - $95.14 $33.7K - $34.8K
10.8K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-88
- 0.48%
$211.65 - $238.24 $18.6K - $21K
18.3K $4.03M
NKE
Nike, Inc.

Consumer Cyclical
-45
- 0.91%
$69.24 - $79.24 $3.12K - $3.57K
4.92K $343K
TXN
Texas Instruments Inc

Technology
-35
- 0.83%
N/A
4.16K $808K
ADSK
Autodesk, Inc.

Technology
-22
- 1.58%
N/A
1.37K $337K
Lam Research Corp
-12
- 0.31%
N/A
3.89K $0
Linde PLC
-55
- 2.11%
N/A
2.55K $0
SHEL
Shell PLC

Energy
-229
- 1.58%
$69.82 - $73.93 $16K - $16.9K
14.3K $1.02M
Blackrock Inc
-2
- 0.07%
N/A
2.78K $0
ECL
Ecolab Inc.

Basic Materials
-71
- 1.47%
$259.39 - $285.47 $18.4K - $20.3K
4.75K $1.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-99
- 6.19%
$185.88 - $207.44 $18.4K - $20.5K
1.5K $301K
YUM
Yum Brands Inc

Consumer Cyclical
-12
- 0.8%
$139.5 - $153.94 $1.67K - $1.85K
1.5K $227K
HWM
Howmet Aerospace Inc.

Industrials
-44
- 2.8%
$171.0 - $196.23 $7.52K - $8.63K
1.53K $300K
SO
Southern CO

Utilities
-12
- 0.42%
$90.83 - $96.0 $1.09K - $1.15K
2.86K $271K
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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