Great Diamond Partners, LLC Sells in Q3 2025

Great Diamond Partners, LLC

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-742
- 3.44%
$50.02 - $53.28 $37.1K - $39.5K
20.8K $1.09M
AZN
Astrazeneca PLC

Healthcare
-282
- 6.17%
$68.72 - $82.11 $19.4K - $23.2K
4.29K $328K
MCD
Mcdonalds Corp

Consumer Cyclical
-40
- 2.03%
$291.67 - $316.99 $11.7K - $12.7K
1.93K $586K
BA
Boeing CO

Industrials
-58
- 1.44%
$209.79 - $237.38 $12.2K - $13.8K
3.96K $853K
DD
Du Pont De Nemours, Inc.

Basic Materials
-353
- 7.83%
$69.9 - $78.26 $24.7K - $27.6K
4.15K $323K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-8
- 1.5%
$534.91 - $598.71 $4.28K - $4.79K
527 $296K
MNST
Monster Beverage Corp

Consumer Defensive
-101
- 1.6%
$58.65 - $67.31 $5.92K - $6.8K
6.21K $417K
DTH
Wisdomtree Tr

ETFs
-768
- 3.57%
$46.13 - $49.9 $35.4K - $38.3K
20.7K $1.02M
AMGN
Amgen Inc

Healthcare
-26
- 0.25%
$271.18 - $309.22 $7.05K - $8.04K
10.5K $2.98M
AEP
American Electric Power CO Inc

Utilities
-7
- 0.22%
$103.26 - $115.0 $723 - $805
3.16K $355K
XYL
Xylem Inc.

Industrials
-74
- 3.01%
$129.67 - $147.5 $9.6K - $10.9K
2.38K $351K
QCOM
Qualcomm Inc

Technology
-21
- 0.39%
$145.84 - $173.55 $3.06K - $3.64K
5.32K $885K
MRK
Merck & Co., Inc.

Healthcare
-26
- 0.28%
$77.6 - $87.37 $2.02K - $2.27K
9.26K $777K
AZO
Autozone Inc

Consumer Cyclical
-3
- 3.19%
$3649.42 - $4354.54 $10.9K - $13.1K
91 $390K
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.58%
$696.56 - $806.32 $2.09K - $2.42K
518 $412K
PEP
Pepsico Inc

Consumer Defensive
-4
- 0.07%
$133.81 - $152.16 $535 - $609
5.71K $801K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.1%
$459.11 - $506.91 $1.38K - $1.52K
3.04K $1.53M
ASML
Asml Holding Nv

Technology
-12
- 3.1%
$689.63 - $968.09 $8.28K - $11.6K
375 $363K
LMT
Lockheed Martin Corp

Industrials
-49
- 2.21%
$410.74 - $499.21 $20.1K - $24.5K
2.17K $1.08M
ITW
Illinois Tool Works Inc

Industrials
-10
- 0.2%
$252.31 - $269.41 $2.52K - $2.69K
4.99K $1.3M
COP
Conocophillips

Energy
-125
- 0.79%
$91.0 - $98.99 $11.4K - $12.4K
15.8K $1.49M
GE
General Electric CO

Industrials
-14
- 0.8%
$244.75 - $305.63 $3.43K - $4.28K
1.74K $523K
CAT
Caterpillar Inc

Industrials
-4
- 0.43%
$390.92 - $477.15 $1.56K - $1.91K
926 $441K
WMT
Walmart Inc.

Consumer Defensive
-159
- 0.83%
$94.4 - $104.27 $15K - $16.6K
19K $1.96M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-56
- 0.37%
$168.93 - $178.7 $9.46K - $10K
15.1K $2.66M
IGV
Ishares Expanded Tech Software

ETFs
-24
- 0.1%
$105.96 - $117.79 $2.54K - $2.83K
23.1K $2.66M
SHOP
Shopify Inc.

Technology
-132
- 2.9%
$112.11 - $157.12 $14.8K - $20.7K
4.42K $657K
XOM
Exxon Mobil Corp

Energy
-76
- 0.24%
$105.83 - $117.22 $8.04K - $8.91K
31.5K $3.56M
VUG
Vanguard Growth ETF

ETFs
-2.56K
- 7.56%
$433.97 - $484.08 $1.11M - $1.24M
31.3K $15M
JNJ
Johnson & Johnson

Healthcare
-99
- 1.63%
$155.17 - $185.42 $15.4K - $18.4K
5.98K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
-36
- 0.4%
$282.78 - $316.06 $10.2K - $11.4K
8.87K $2.8M
MS
Morgan Stanley

Financial Services
-88
- 0.66%
$139.09 - $161.16 $12.2K - $14.2K
13.3K $2.11M
APH
Amphenol Corp

Technology
-5
- 0.05%
$97.39 - $125.4 $487 - $627
9.67K $1.2M
ITA
Ishares Tr

ETFs
-102
- 0.78%
$184.73 - $209.26 $18.8K - $21.3K
13K $2.71M
TDIV
First Trust Nasdaq Technology

ETFs
-1.4K
- 2.87%
$89.27 - $100.33 $125K - $140K
47.3K $4.66M
HD
Home Depot, Inc.

Consumer Cyclical
-122
- 1.37%
$357.4 - $423.42 $43.6K - $51.7K
8.81K $3.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-70
- 1.1%
$224.68 - $282.71 $15.7K - $19.8K
6.27K $1.75M
MSFT
Microsoft Corp

Technology
-530
- 1.74%
$491.09 - $535.64 $260K - $284K
29.9K $15.5M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-138
- 0.52%
$81.29 - $95.6 $11.2K - $13.2K
26.6K $2.54M
KLAC
Kla Corp

Technology
-2
- 0.09%
$843.9 - $1078.6 $1.69K - $2.16K
2.21K $2.38M
TSLA
Tesla, Inc.

Consumer Cyclical
-49
- 1.21%
$293.94 - $444.72 $14.4K - $21.8K
4.01K $1.78M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.92K
- 13.68%
$50.79 - $76.4 $300K - $452K
37.3K $2.85M
AVGO
Broadcom Inc.

Technology
-1.29K
- 5.96%
$264.74 - $369.57 $342K - $477K
20.4K $6.72M
ORCL
Oracle Corp

Technology
-3.16K
- 11.56%
$218.96 - $328.33 $693K - $1.04M
24.2K $6.81M
NVDA
Nvidia Corp

Technology
-1.08K
- 2.73%
$153.3 - $186.58 $165K - $201K
38.5K $7.18M
GOOG
Alphabet Inc.

Communication Services
-64
- 0.39%
$175.16 - $255.24 $11.2K - $16.3K
16.4K $3.99M
GOOGL
Alphabet Inc.

Communication Services
-159
- 0.78%
$174.36 - $254.72 $27.7K - $40.5K
20.3K $4.94M
AAPL
Apple Inc.

Technology
-94
- 0.33%
$202.38 - $256.87 $19K - $24.1K
28.8K $7.34M
IDXX
Idexx Laboratories Inc

Healthcare
-141
- 0.93%
$514.61 - $682.78 $72.6K - $96.3K
15K $9.58M
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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