$242 Million is the total value of Great Diamond Partners, LLC's 147 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 29.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDtotal stk mkt | $21,909,000 | +18.5% | 139,973 | -2.4% | 9.07% | -4.7% |
| IWV | Sell | ISHARES RUSSELL 3000 ETFrussell 3000 etf | $21,677,000 | +18.0% | 120,392 | -2.8% | 8.97% | -5.1% |
| IDXX | Buy | IDEXX LABS INC COM | $18,026,000 | +36.4% | 54,600 | +0.1% | 7.46% | +9.7% |
| IGSB | Buy | ISHARES SHORT-TERM CORPORATE BOND ETFsh tr crport etf | $11,470,000 | +7.2% | 209,663 | +2.6% | 4.75% | -13.8% |
| MSFT | Sell | MICROSOFT CORP COM | $7,833,000 | +21.3% | 38,493 | -6.0% | 3.24% | -2.5% |
| QQQ | New | INVESCO QQQ TRUSTunit ser 1 | $7,183,000 | – | 29,011 | +100.0% | 2.97% | – |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $5,856,000 | +18.6% | 147,855 | +0.5% | 2.42% | -4.6% |
| AMGN | Sell | AMGEN INC COM | $4,983,000 | -4.3% | 21,130 | -17.8% | 2.06% | -23.1% |
| XLG | Sell | INVESCO S&P 500 TOP 50 ETFs&p 500 top 50 | $4,372,000 | +19.8% | 18,381 | -1.5% | 1.81% | -3.6% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS A | $3,402,000 | +32.6% | 15,848 | +0.8% | 1.41% | +6.6% |
| HD | Buy | HOME DEPOT INC COM | $3,354,000 | +37.5% | 13,390 | +2.4% | 1.39% | +10.5% |
| IGIB | Buy | ISHARES INTERMEDIATE CREDIT BOND ETFintrm tr crp etf | $3,292,000 | +30.8% | 54,535 | +19.0% | 1.36% | +5.2% |
| NEE | Sell | NEXTERA ENERGY INC COM | $3,240,000 | -1.3% | 13,494 | -1.1% | 1.34% | -20.6% |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $3,207,000 | +16.7% | 10,402 | -2.4% | 1.33% | -6.1% |
| ABT | Sell | ABBOTT LABS COM | $3,189,000 | +11.7% | 34,883 | -3.6% | 1.32% | -10.2% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $3,150,000 | -1.6% | 26,345 | -9.5% | 1.30% | -20.9% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTG | $3,046,000 | +14.6% | 16,980 | -9.8% | 1.26% | -7.8% |
| IEI | Buy | ISHARES 3-7 YEAR TREASURY BOND ETF3 7 yr treas bd | $2,995,000 | +4.4% | 22,406 | +4.2% | 1.24% | -16.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM | $2,976,000 | +8.6% | 19,989 | -0.3% | 1.23% | -12.6% |
| VTEB | Sell | VANGUARD TAX-EXEMPT BOND ETFtax exempt bd | $2,866,000 | -6.6% | 52,946 | -8.8% | 1.19% | -24.9% |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $2,857,000 | +13.6% | 11,052 | -4.4% | 1.18% | -8.6% |
| IJR | Buy | ISHARES S&P SMALL-CAP FUNDcore s&p scp etf | $2,851,000 | +23.4% | 41,759 | +1.4% | 1.18% | -0.8% |
| INTC | Sell | INTEL CORP COM | $2,836,000 | +9.3% | 47,416 | -1.1% | 1.17% | -12.1% |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $2,827,000 | +8.2% | 7,748 | +0.5% | 1.17% | -13.0% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $2,619,000 | +15.9% | 18,629 | +8.1% | 1.08% | -6.8% |
| AAPL | Sell | APPLE INC COM | $2,599,000 | +40.0% | 7,127 | -2.4% | 1.08% | +12.6% |
| MDLZ | Buy | MONDELEZ INTL INC CL Acl a | $2,407,000 | +32.0% | 47,083 | +29.2% | 1.00% | +6.1% |
| CSCO | Sell | CISCO SYS INC COM | $2,404,000 | +17.5% | 51,563 | -0.9% | 1.00% | -5.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $2,344,000 | -6.5% | 42,533 | -8.8% | 0.97% | -24.8% |
| TXN | Buy | TEXAS INSTRS INC COM | $2,306,000 | +29.1% | 18,164 | +1.6% | 0.96% | +3.9% |
| SBUX | Buy | STARBUCKS CORP COM | $2,282,000 | +43.0% | 31,013 | +27.7% | 0.94% | +15.0% |
| AMZN | Sell | AMAZON COM INC COM | $2,253,000 | +40.1% | 817 | -1.0% | 0.93% | +12.7% |
| WM | Buy | WASTE MGMT INC DEL COM | $2,243,000 | +14.7% | 21,183 | +0.2% | 0.93% | -7.7% |
| MRK | Sell | MERCK & CO. INC COM | $2,176,000 | -7.6% | 28,144 | -8.0% | 0.90% | -25.7% |
| MCD | Sell | MCDONALDS CORP COM | $2,097,000 | +10.6% | 11,373 | -0.9% | 0.87% | -11.1% |
| BX | Buy | BLACKSTONE GROUP INC COM CL A | $1,990,000 | +80.9% | 35,122 | +45.5% | 0.82% | +45.6% |
| PAYX | Sell | PAYCHEX INC COM | $1,908,000 | +11.5% | 25,199 | -7.4% | 0.79% | -10.3% |
| JPM | Sell | JPMORGAN CHASE & CO COM | $1,853,000 | -26.5% | 19,706 | -29.6% | 0.77% | -40.9% |
| APD | Buy | AIR PRODS & CHEMS INC COM | $1,660,000 | +370.3% | 6,876 | +288.0% | 0.69% | +277.5% |
| BLK | Buy | BLACKROCK INC COM | $1,561,000 | +25.4% | 2,870 | +1.3% | 0.65% | +0.8% |
| V | Buy | VISA INC COM CL A | $1,525,000 | +25.6% | 7,897 | +4.8% | 0.63% | +1.0% |
| EFA | Sell | ISHARES MSCI EAFE ETFmsci eafe etf | $1,501,000 | +12.9% | 24,670 | -0.8% | 0.62% | -9.2% |
| MS | Sell | MORGAN STANLEY COM NEW | $1,481,000 | +38.8% | 30,668 | -2.4% | 0.61% | +11.7% |
| FAST | New | FASTENAL CO COM | $1,450,000 | – | 33,849 | +100.0% | 0.60% | – |
| HON | Sell | HONEYWELL INTL INC COM | $1,437,000 | -9.3% | 9,939 | -16.1% | 0.60% | -27.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC COM | $1,413,000 | +23.8% | 8,082 | +0.6% | 0.58% | -0.3% |
| CWB | Buy | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFblmbrg brc cnvrt | $1,339,000 | +28.1% | 22,133 | +1.3% | 0.55% | +3.0% |
| VXF | Sell | VANGUARD EXTENDED MARKET INDEX FUNDextend mkt etf | $1,322,000 | +25.0% | 11,176 | -4.4% | 0.55% | +0.4% |
| ALB | Sell | ALBEMARLE CORP COM | $1,296,000 | +36.1% | 16,793 | -0.6% | 0.54% | +9.6% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Acap stk cl a | $1,281,000 | +27.7% | 904 | +4.6% | 0.53% | +2.7% |
| PEP | Sell | PEPSICO INC COM | $1,182,000 | +6.7% | 8,940 | -3.2% | 0.49% | -14.2% |
| FB | Buy | FACEBOOK INC CL Acl a | $1,165,000 | +37.2% | 5,132 | +0.7% | 0.48% | +10.3% |
| VLO | New | VALERO ENERGY CORP COM | $1,072,000 | – | 18,238 | +100.0% | 0.44% | – |
| GOOG | Buy | ALPHABET INC CAP STK CL Ccap stk cl c | $1,000,000 | +23.6% | 708 | +1.7% | 0.41% | -0.5% |
| VMBS | Sell | VANGUARD MORTGAGE-BACKED SECURITIES ETFmortg-back sec | $990,000 | -0.5% | 18,211 | -0.3% | 0.41% | -19.9% |
| CRM | Buy | SALESFORCE COM INC COM | $978,000 | +140.3% | 5,225 | +84.4% | 0.40% | +92.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads | $944,000 | +15.4% | 4,378 | +4.1% | 0.39% | -7.1% |
| UNP | Buy | UNION PAC CORP COM | $932,000 | +21.7% | 5,513 | +1.4% | 0.39% | -2.0% |
| XOM | Buy | EXXON MOBIL CORP COM | $910,000 | +19.0% | 20,369 | +1.0% | 0.38% | -4.3% |
| TDIV | New | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDnasd tech div | $874,000 | – | 20,958 | +100.0% | 0.36% | – |
| ADSK | Buy | AUTODESK INC COM | $834,000 | +53.6% | 3,488 | +0.2% | 0.34% | +23.2% |
| ECL | Buy | ECOLAB INC COM | $775,000 | +27.9% | 3,900 | +0.2% | 0.32% | +2.9% |
| DIS | Buy | DISNEY WALT CO COM DISNEY | $759,000 | +82.9% | 6,810 | +58.4% | 0.31% | +46.7% |
| NVDA | Buy | NVIDIA CORPORATION COM | $753,000 | +45.1% | 1,984 | +0.7% | 0.31% | +16.9% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $723,000 | +10.2% | 9,186 | -1.0% | 0.30% | -11.5% |
| LLY | LILLY ELI & CO COM | $704,000 | +18.3% | 4,294 | 0.0% | 0.29% | -4.9% | |
| ORCL | Sell | ORACLE CORP COM | $698,000 | +10.4% | 12,634 | -3.4% | 0.29% | -11.1% |
| REGN | Sell | REGENERON PHARMACEUTICALS COM | $672,000 | +21.7% | 1,078 | -4.8% | 0.28% | -2.1% |
| CL | Sell | COLGATE PALMOLIVE CO COM | $659,000 | +2.2% | 8,997 | -7.6% | 0.27% | -17.8% |
| SPGI | Sell | S&P GLOBAL INC COM | $610,000 | -0.5% | 1,854 | -26.0% | 0.25% | -19.9% |
| MMM | Sell | 3M CO COM | $608,000 | +7.4% | 3,902 | -6.0% | 0.25% | -13.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $574,000 | -11.0% | 3,218 | -8.9% | 0.24% | -28.3% |
| WMT | Sell | WALMART INC COM | $571,000 | -2.6% | 4,772 | -7.6% | 0.24% | -21.9% |
| KO | Sell | COCA COLA CO COM | $565,000 | -20.3% | 12,667 | -21.0% | 0.23% | -35.9% |
| BA | New | BOEING CO COM | $560,000 | – | 3,060 | +100.0% | 0.23% | – |
| LW | Buy | LAMB WESTON HLDGS INC COM | $557,000 | +15.1% | 8,718 | +2.7% | 0.23% | -7.2% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COM | $541,000 | +25.2% | 7,817 | +1.6% | 0.22% | +0.9% |
| NKE | Sell | NIKE INC CL Bcl b | $527,000 | +18.4% | 5,377 | -0.1% | 0.22% | -4.8% |
| MA | Buy | MASTERCARD INCORPORATED CL Acl a | $514,000 | +52.1% | 1,739 | +23.9% | 0.21% | +22.4% |
| ADBE | Buy | ADOBE INC COM | $514,000 | +39.3% | 1,183 | +1.8% | 0.21% | +12.1% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $482,000 | +52.5% | 2,768 | -16.4% | 0.20% | +22.7% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $480,000 | +17.9% | 9,293 | +2.6% | 0.20% | -5.2% |
| PFE | Sell | PFIZER INC COM | $474,000 | -68.8% | 14,500 | -68.9% | 0.20% | -75.0% |
| MDT | Sell | MEDTRONIC PLC SHS | $464,000 | -33.3% | 5,061 | -34.5% | 0.19% | -46.4% |
| ABBV | Buy | ABBVIE INC COM | $453,000 | +29.8% | 4,615 | +0.5% | 0.19% | +4.4% |
| BAC | Sell | BK OF AMERICA CORP COM | $447,000 | +8.5% | 18,847 | -2.9% | 0.18% | -12.7% |
| DE | Buy | DEERE & CO COM | $445,000 | +53.4% | 2,835 | +34.8% | 0.18% | +23.5% |
| USMV | New | ISHARES EDGE MSCI MIN VOL USA ETFmsci min vol etf | $441,000 | – | 7,287 | +100.0% | 0.18% | – |
| DNP | Buy | DNP SELECT INCOME FD INC COM | $427,000 | +18.9% | 39,264 | +6.8% | 0.18% | -4.3% |
| T | Sell | AT&T INC COM | $425,000 | +1.4% | 14,066 | -2.2% | 0.18% | -18.5% |
| ILMN | New | ILLUMINA INC COM | $416,000 | – | 1,125 | +100.0% | 0.17% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP COM | $413,000 | – | 6,711 | +100.0% | 0.17% | – |
| TAN | Buy | INVESCO SOLAR ETFsolar etf | $411,000 | +72.0% | 11,405 | +20.0% | 0.17% | +38.2% |
| GPC | GENUINE PARTS CO COM | $408,000 | +29.1% | 4,700 | 0.0% | 0.17% | +3.7% | |
| FDN | Buy | FIRST TRUST DOW JONES INTERNET INDEX FUNDdj internt idx | $407,000 | +47.5% | 2,391 | +6.9% | 0.17% | +18.3% |
| IGV | Buy | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFexpanded tech | $403,000 | +55.6% | 1,420 | +15.2% | 0.17% | +25.6% |
| SMH | Buy | VANECK VECTORS SEMICONDUCTOR ETFsemiconductor et | $391,000 | +41.7% | 2,561 | +8.3% | 0.16% | +14.1% |
| CIBR | Buy | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFnasdaq cyb etf | $385,000 | +34.1% | 11,675 | +4.6% | 0.16% | +7.4% |
| VUG | Sell | VANGUARD GROWTH INDEX FUNDgrowth etf | $381,000 | +21.0% | 1,888 | -6.2% | 0.16% | -2.5% |
| RTH | Buy | VANECK VECTORS RETAIL ETFretail etf | $374,000 | +51.4% | 2,828 | +20.5% | 0.16% | +22.0% |
| EXPD | Sell | EXPEDITORS INTL WASH INC COM | $373,000 | +13.0% | 4,912 | -0.8% | 0.15% | -9.4% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEW CL Acl a | $363,000 | +16.7% | 1,219 | +5.8% | 0.15% | -6.2% |
| GDX | New | VANECK VECTORS GOLD MINERS ETFgold miners etf | $348,000 | – | 9,498 | +100.0% | 0.14% | – |
| QCOM | Sell | QUALCOMM INC COM | $343,000 | +19.9% | 3,769 | -11.1% | 0.14% | -3.4% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFu.s. med dvc etf | $344,000 | +26.0% | 1,301 | +7.3% | 0.14% | +0.7% |
| SHW | SHERWIN WILLIAMS CO COM | $332,000 | +25.8% | 576 | 0.0% | 0.14% | +0.7% | |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFus sml cap etf | $330,000 | +42.9% | 5,065 | +12.7% | 0.14% | +15.1% |
| UN | Buy | UNILEVER N V N Y SHS NEW | $325,000 | +9.8% | 6,112 | +0.5% | 0.14% | -11.2% |
| AZN | Sell | ASTRAZENECA PLC SPONSORED ADRsponsored adr | $324,000 | +15.7% | 6,135 | -2.4% | 0.13% | -6.9% |
| XOP | New | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFs&p oilgas exp | $321,000 | – | 6,157 | +100.0% | 0.13% | – |
| FCG | New | FIRST TRUST NATURAL GAS ETFnat gas etf | $320,000 | – | 42,817 | +100.0% | 0.13% | – |
| DD | Sell | DUPONT DE NEMOURS INC COM | $314,000 | +53.2% | 5,923 | -1.9% | 0.13% | +22.6% |
| ANTM | New | ANTHEM INC COM | $312,000 | – | 1,190 | +100.0% | 0.13% | – |
| NVS | Buy | NOVARTIS AG SPONSORED ADRsponsored adr | $300,000 | +7.1% | 3,437 | +1.1% | 0.12% | -13.9% |
| FDS | Buy | FACTSET RESH SYS INC COM | $296,000 | +26.5% | 903 | +0.3% | 0.12% | +2.5% |
| YUM | Buy | YUM BRANDS INC COM | $284,000 | +29.1% | 3,276 | +1.7% | 0.12% | +4.4% |
| COST | Buy | COSTCO WHSL CORP NEW COM | $284,000 | +10.5% | 938 | +3.9% | 0.12% | -10.6% |
| CERN | Buy | CERNER CORP COM | $283,000 | +9.3% | 4,137 | +0.4% | 0.12% | -12.0% |
| SEIC | Buy | SEI INVTS CO COM | $279,000 | +19.2% | 5,092 | +0.7% | 0.12% | -4.2% |
| INTU | INTUIT COM | $272,000 | +28.9% | 919 | 0.0% | 0.11% | +3.7% | |
| LULU | New | LULULEMON ATHLETICA INC COM | $262,000 | – | 842 | +100.0% | 0.11% | – |
| TJX | Sell | TJX COS INC NEW COM | $258,000 | +5.3% | 5,110 | -0.4% | 0.11% | -15.1% |
| SYK | New | STRYKER CORPORATION COM | $251,000 | – | 1,394 | +100.0% | 0.10% | – |
| NYT | New | NEW YORK TIMES CO CL Acl a | $246,000 | – | 5,871 | +100.0% | 0.10% | – |
| CVX | New | CHEVRON CORP NEW COM | $244,000 | – | 2,737 | +100.0% | 0.10% | – |
| DGX | New | QUEST DIAGNOSTICS INC COM | $245,000 | – | 2,151 | +100.0% | 0.10% | – |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COM | $239,000 | +12.2% | 1,864 | +4.5% | 0.10% | -10.0% |
| ASML | New | ASML HOLDING N V N Y REGISTRY SHS | $239,000 | – | 650 | +100.0% | 0.10% | – |
| FDX | Sell | FEDEX CORP COM | $231,000 | +3.6% | 1,652 | -10.6% | 0.10% | -16.5% |
| EMR | New | EMERSON ELEC CO COM | $226,000 | – | 3,658 | +100.0% | 0.09% | – |
| WDAY | New | WORKDAY INC CL Acl a | $224,000 | – | 1,198 | +100.0% | 0.09% | – |
| GILD | Sell | GILEAD SCIENCES INC COM | $219,000 | +1.9% | 2,858 | -0.8% | 0.09% | -18.0% |
| IJH | Sell | ISHARES S&P MIDCAP FUNDcore s&p mcp etf | $221,000 | +3.8% | 1,243 | -16.1% | 0.09% | -17.3% |
| IQV | New | IQVIA HLDGS INC COM | $220,000 | – | 1,555 | +100.0% | 0.09% | – |
| TRV | Sell | TRAVELERS COMPANIES INC COM | $219,000 | -28.7% | 1,922 | -38.0% | 0.09% | -42.4% |
| TGT | New | TARGET CORP COM | $215,000 | – | 1,796 | +100.0% | 0.09% | – |
| CPRT | Sell | COPART INC COM | $216,000 | +1.9% | 2,599 | -16.1% | 0.09% | -18.3% |
| ED | CONSOLIDATED EDISON INC COM | $215,000 | -8.1% | 3,000 | 0.0% | 0.09% | -25.8% | |
| NXPI | New | NXP SEMICONDUCTORS N V COM | $211,000 | – | 1,856 | +100.0% | 0.09% | – |
| ANSS | New | ANSYS INC COM | $209,000 | – | 717 | +100.0% | 0.09% | – |
| CVS | New | CVS HEALTH CORP COM | $207,000 | – | 3,189 | +100.0% | 0.09% | – |
| COP | New | CONOCOPHILLIPS COM | $206,000 | – | 4,913 | +100.0% | 0.08% | – |
| DOW | New | DOW INC COM | $203,000 | – | 4,998 | +100.0% | 0.08% | – |
| TSCO | New | TRACTOR SUPPLY CO COM | $200,000 | – | 1,522 | +100.0% | 0.08% | – |
| SPDW | New | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFportfolio devlpd | $200,000 | – | 7,256 | +100.0% | 0.08% | – |
| GE | Buy | GENERAL ELECTRIC CO COM | $141,000 | +0.7% | 20,710 | +16.7% | 0.06% | -19.4% |
| ONVO | ORGANOVO HLDGS INC COM | $12,000 | +33.3% | 22,000 | 0.0% | 0.01% | 0.0% | |
| ETN | Exit | EATON CORP PLC SHS | $0 | – | -2,938 | -100.0% | -0.12% | – |
| IHF | Exit | ISHARES U.S. HEALTHCARE PROVIDERS ETFus hlthcr pr etf | $0 | – | -1,529 | -100.0% | -0.13% | – |
| IAI | Exit | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETFus br del se etf | $0 | – | -5,027 | -100.0% | -0.13% | – |
| CI | Exit | CIGNA CORP NEW COM | $0 | – | -1,498 | -100.0% | -0.14% | – |
| XLU | Exit | UTILITIES SELECT SECTOR SPDR FUNDsbi int-utils | $0 | – | -5,451 | -100.0% | -0.16% | – |
| WFC | Exit | WELLS FARGO CO NEW COM | $0 | – | -10,892 | -100.0% | -0.16% | – |
| NVO | Exit | NOVO-NORDISK A S ADRadr | $0 | – | -6,230 | -100.0% | -0.19% | – |
| CB | Exit | CHUBB LIMITED COM | $0 | – | -11,052 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 9.5% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 16 | Q3 2023 | 9.5% |
| IDEXX LABS INC COM | 16 | Q3 2023 | 7.9% |
| MICROSOFT CORP COM | 16 | Q3 2023 | 3.7% |
| ISHARES TR | 16 | Q3 2023 | 5.5% |
| ISHARES TR | 16 | Q3 2023 | 4.0% |
| ISHARES TR | 16 | Q3 2023 | 2.0% |
| AMGEN INC COM | 16 | Q3 2023 | 2.7% |
| APPLE INC COM | 16 | Q3 2023 | 1.9% |
| ACCENTURE PLC IRELAND SHS CLASS A | 16 | Q3 2023 | 1.8% |
View Great Diamond Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-21 |
View Great Diamond Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.