13F HOLDINGS REPORT
Great Diamond Partners, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003158
Total Value
$473.5M
Positions
225
Other Managers
0
Confidential Omitted
No
Holdings (225)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287689 | 78,284 | $27.5M | 5.80% |
| 2 | VANGUARD INDEX FDS | 922908769 | 85,809 | $26.1M | 5.51% |
| 3 | ISHARES TR | 46432F842 | 283,384 | $23.7M | 5.00% |
| 4 | MICROSOFT CORP | MSFT | 30,402 | $15.1M | 3.19% |
| 5 | VANGUARD INDEX FDS | 922908736 | 33,834 | $14.8M | 3.13% |
| 6 | SPDR S&P 500 ETF TR | SPY | 23,165 | $14.3M | 3.02% |
| 7 | PROCTER AND GAMBLE CO | 742718109 | 79,710 | $12.7M | 2.68% |
| 8 | VANGUARD INDEX FDS | 922908652 | 61,177 | $11.8M | 2.49% |
| 9 | SIMPLIFY EXCHANGE TRADED FUN | 82889N723 | 420,667 | $8.7M | 1.83% |
| 10 | ISHARES TR | 464288166 | 78,255 | $8.6M | 1.81% |
| 11 | IDEXX LABS INC | 45168D104 | 15,142 | $8.1M | 1.72% |
| 12 | FIRST TR EXCHANGE TRAD FD VI | 33739H101 | 317,076 | $7.8M | 1.65% |
| 13 | NVIDIA CORPORATION | NVDA | 39,553 | $6.2M | 1.32% |
| 14 | ORACLE CORP | ORCL-PD | 27,360 | $6.0M | 1.26% |
| 15 | BROADCOM INC | AVGO | 21,654 | $6.0M | 1.26% |
| 16 | APPLE INC | AAPL | 28,904 | $5.9M | 1.25% |
| 17 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 109,004 | $5.7M | 1.21% |
| 18 | ISHARES TR | 464288661 | 47,124 | $5.6M | 1.19% |
| 19 | INVESCO EXCHANGE TRADED FD T | IVZ | 29,927 | $5.4M | 1.15% |
| 20 | ISHARES TR | 464287507 | 81,746 | $5.1M | 1.07% |
| 21 | AUTOMATIC DATA PROCESSING IN | ADP | 14,922 | $4.6M | 0.97% |
| 22 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 48,688 | $4.4M | 0.93% |
| 23 | WASTE MGMT INC DEL | 94106L109 | 18,279 | $4.2M | 0.88% |
| 24 | AMAZON COM INC | AMZN | 18,428 | $4.0M | 0.85% |
| 25 | ARES MANAGEMENT CORPORATION | ARES-PB | 23,207 | $4.0M | 0.85% |
| 26 | EATON CORP PLC | ETN | 10,804 | $3.9M | 0.81% |
| 27 | AMERIPRISE FINL INC | 03076C106 | 6,808 | $3.6M | 0.77% |
| 28 | ISHARES TR | 46435GAA0 | 148,846 | $3.6M | 0.76% |
| 29 | ALPHABET INC | GOOG | 20,474 | $3.6M | 0.76% |
| 30 | ISHARES TR | 46435U515 | 141,297 | $3.6M | 0.76% |
| 31 | WILLIAMS SONOMA INC | WSM | 21,436 | $3.5M | 0.74% |
| 32 | PAYCHEX INC | PAYX | 24,021 | $3.5M | 0.74% |
| 33 | EXXON MOBIL CORP | XOM | 31,609 | $3.4M | 0.72% |
| 34 | ACCENTURE PLC IRELAND | ACN | 11,327 | $3.4M | 0.72% |
| 35 | ELI LILLY & CO | LLY | 4,257 | $3.3M | 0.70% |
| 36 | HOME DEPOT INC | HD | 8,929 | $3.3M | 0.69% |
| 37 | ABBOTT LABS | ABLZF | 22,738 | $3.1M | 0.65% |
| 38 | AT&T INC | T-PC | 105,767 | $3.1M | 0.65% |
| 39 | AMGEN INC | AMGN | 10,573 | $3.0M | 0.62% |
| 40 | BLACKROCK INC | BLK | 2,783 | $2.9M | 0.62% |
| 41 | ALPHABET INC | GOOG | 16,432 | $2.9M | 0.62% |
| 42 | UNUM GROUP | UNMA | 35,677 | $2.9M | 0.61% |
| 43 | CARDINAL HEALTH INC | CAH | 16,836 | $2.8M | 0.60% |
| 44 | PARKER-HANNIFIN CORP | PH | 3,933 | $2.7M | 0.58% |
| 45 | ISHARES TR | 464288281 | 29,140 | $2.7M | 0.57% |
| 46 | ISHARES TR | 464288638 | 49,609 | $2.6M | 0.56% |
| 47 | WELLTOWER INC | WELL | 17,019 | $2.6M | 0.55% |
| 48 | JPMORGAN CHASE & CO. | VYLD | 8,904 | $2.6M | 0.55% |
| 49 | SPDR SERIES TRUST | 78468R408 | 100,981 | $2.6M | 0.54% |
| 50 | ISHARES TR | 464288794 | 15,109 | $2.6M | 0.54% |
| 51 | ISHARES TR | 464287515 | 23,112 | $2.5M | 0.53% |
| 52 | INVESCO EXCH TRADED FD TR II | IVZ | 119,954 | $2.5M | 0.53% |
| 53 | META PLATFORMS INC | META | 3,396 | $2.5M | 0.53% |
| 54 | AFLAC INC | AFL | 23,369 | $2.5M | 0.52% |
| 55 | ISHARES TR | 464288760 | 13,059 | $2.5M | 0.52% |
| 56 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 32,292 | $2.4M | 0.52% |
| 57 | T-MOBILE US INC | TMUSZ | 10,016 | $2.4M | 0.50% |
| 58 | GLOBAL X FDS | 37960A529 | 39,323 | $2.4M | 0.50% |
| 59 | BANK NEW YORK MELLON CORP | 064058100 | 24,903 | $2.3M | 0.48% |
| 60 | VISA INC | V | 6,353 | $2.3M | 0.48% |
| 61 | VANECK ETF TRUST | 92189F106 | 43,229 | $2.3M | 0.48% |
| 62 | VANECK ETF TRUST | 92189F684 | 9,311 | $2.2M | 0.47% |
| 63 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 18,227 | $2.2M | 0.47% |
| 64 | GARMIN LTD | GRMN | 10,587 | $2.2M | 0.47% |
| 65 | INVESCO EXCHANGE TRADED FD T | IVZ | 26,738 | $2.1M | 0.45% |
| 66 | GLOBAL X FDS | 37954Y293 | 33,056 | $2.1M | 0.44% |
| 67 | NETFLIX INC | NFLX | 1,546 | $2.1M | 0.44% |
| 68 | WILLIAMS COS INC | 969457100 | 32,832 | $2.1M | 0.44% |
| 69 | KLA CORP | KLAC | 2,212 | $2.0M | 0.42% |
| 70 | MORGAN STANLEY | MS-PQ | 13,361 | $1.9M | 0.40% |
| 71 | ISHARES TR | 464288588 | 20,010 | $1.9M | 0.40% |
| 72 | WALMART INC | WMT | 19,136 | $1.9M | 0.40% |
| 73 | PGIM ETF TR | 69344A834 | 36,346 | $1.9M | 0.39% |
| 74 | ISHARES TR | 464287804 | 17,087 | $1.9M | 0.39% |
| 75 | ABBVIE INC | ABBV | 9,639 | $1.8M | 0.38% |
| 76 | APOLLO GLOBAL MGMT INC | 03769M106 | 12,188 | $1.7M | 0.37% |
| 77 | RYDER SYS INC | R | 10,738 | $1.7M | 0.36% |
| 78 | TJX COS INC NEW | 872540109 | 12,862 | $1.6M | 0.34% |
| 79 | ISHARES TR | 46435UAA9 | 63,006 | $1.5M | 0.32% |
| 80 | INTUIT | INTU | 1,917 | $1.5M | 0.32% |
| 81 | VANGUARD SCOTTSDALE FDS | 92206C409 | 18,720 | $1.5M | 0.31% |
| 82 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,038 | $1.5M | 0.31% |
| 83 | INTERNATIONAL BUSINESS MACHS | INTR | 4,986 | $1.5M | 0.31% |
| 84 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,341 | $1.4M | 0.30% |
| 85 | CONOCOPHILLIPS | COP | 15,889 | $1.4M | 0.30% |
| 86 | VANGUARD INDEX FDS | 922908363 | 2,350 | $1.3M | 0.28% |
| 87 | ECOLAB INC | ECL | 4,816 | $1.3M | 0.27% |
| 88 | TESLA INC | TSLA | 4,060 | $1.3M | 0.27% |
| 89 | ILLINOIS TOOL WKS INC | 452308109 | 4,995 | $1.2M | 0.26% |
| 90 | LINDE PLC | LIN | 2,606 | $1.2M | 0.26% |
| 91 | AMERICAN EXPRESS CO | AXP | 3,796 | $1.2M | 0.26% |
| 92 | FISERV INC | FISV | 7,019 | $1.2M | 0.26% |
| 93 | INVESCO QQQ TR | IVZ | 2,182 | $1.2M | 0.25% |
| 94 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,833 | $1.2M | 0.25% |
| 95 | ISHARES TR | 464288570 | 10,216 | $1.2M | 0.25% |
| 96 | STRYKER CORPORATION | SYK | 2,901 | $1.1M | 0.24% |
| 97 | PALO ALTO NETWORKS INC | PANW | 5,577 | $1.1M | 0.24% |
| 98 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 29,402 | $1.1M | 0.23% |
| 99 | CHEVRON CORP NEW | CVX | 7,699 | $1.1M | 0.23% |
| 100 | HONEYWELL INTL INC | 438516106 | 4,698 | $1.1M | 0.23% |
| 101 | WISDOMTREE TR | WT | 21,546 | $1.1M | 0.23% |
| 102 | MASTERCARD INCORPORATED | MA | 1,885 | $1.1M | 0.22% |
| 103 | ISHARES TR | 46429B697 | 11,143 | $1.0M | 0.22% |
| 104 | CISCO SYS INC | CSCO | 15,022 | $1.0M | 0.22% |
| 105 | LOCKHEED MARTIN CORP | LMT | 2,218 | $1.0M | 0.22% |
| 106 | SHELL PLC | RYDAF | 14,494 | $1.0M | 0.22% |
| 107 | WISDOMTREE TR | WT | 21,510 | $996,638 | 0.21% |
| 108 | VANGUARD WHITEHALL FDS | 921946406 | 7,472 | $996,092 | 0.21% |
| 109 | NOVO-NORDISK A S | NONOF | 14,375 | $992,163 | 0.21% |
| 110 | SPDR INDEX SHS FDS | 78463X889 | 24,351 | $985,972 | 0.21% |
| 111 | EVERCORE INC | EVR | 3,631 | $980,443 | 0.21% |
| 112 | AMPHENOL CORP NEW | 032095101 | 9,679 | $955,801 | 0.20% |
| 113 | INVESCO EXCHANGE TRADED FD T | IVZ | 17,975 | $936,497 | 0.20% |
| 114 | JOHNSON & JOHNSON | JNJ | 6,079 | $928,501 | 0.20% |
| 115 | ISHARES TR | 464288646 | 17,571 | $927,046 | 0.20% |
| 116 | ROPER TECHNOLOGIES INC | ROP | 1,615 | $915,447 | 0.19% |
| 117 | SALESFORCE INC | CRM | 3,319 | $905,058 | 0.19% |
| 118 | COCA COLA CO | KO | 12,518 | $885,649 | 0.19% |
| 119 | TEXAS INSTRS INC | 882508104 | 4,192 | $870,343 | 0.18% |
| 120 | QUALCOMM INC | QCOM | 5,344 | $851,085 | 0.18% |
| 121 | PACCAR INC | PCAR | 8,944 | $850,217 | 0.18% |
| 122 | BOEING CO | BA-PA | 4,014 | $841,053 | 0.18% |
| 123 | CARRIER GLOBAL CORPORATION | CARR | 11,012 | $805,968 | 0.17% |
| 124 | WATERS CORP | 941848103 | 2,295 | $801,047 | 0.17% |
| 125 | ANGLOGOLD ASHANTI PLC | AU | 17,358 | $791,004 | 0.17% |
| 126 | VERTEX PHARMACEUTICALS INC | VRTX | 1,776 | $790,675 | 0.17% |
| 127 | PEPSICO INC | PEP | 5,714 | $754,477 | 0.16% |
| 128 | MERCK & CO INC | MRK | 9,285 | $735,001 | 0.16% |
| 129 | UNILEVER PLC | UNLYF | 11,508 | $703,944 | 0.15% |
| 130 | VANGUARD INDEX FDS | 922908629 | 2,473 | $692,020 | 0.15% |
| 131 | DISNEY WALT CO | 254687106 | 5,562 | $689,715 | 0.15% |
| 132 | VANGUARD SCOTTSDALE FDS | 92206C870 | 8,275 | $686,163 | 0.14% |
| 133 | ISHARES TR | 46435G425 | 4,974 | $672,982 | 0.14% |
| 134 | TELEFONAKTIEBOLAGET LM ERICS | 294821608 | 76,543 | $649,085 | 0.14% |
| 135 | EQT CORP | EQT | 11,088 | $646,652 | 0.14% |
| 136 | UNION PAC CORP | UNP | 2,765 | $636,171 | 0.13% |
| 137 | DANAHER CORPORATION | 235851102 | 3,126 | $617,510 | 0.13% |
| 138 | EMERSON ELEC CO | EMR | 4,433 | $591,052 | 0.12% |
| 139 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 3,177 | $582,884 | 0.12% |
| 140 | BANK AMERICA CORP | 060505104 | 12,176 | $576,168 | 0.12% |
| 141 | MCDONALDS CORP | MCD | 1,969 | $575,191 | 0.12% |
| 142 | ISHARES TR | 46435G516 | 6,258 | $558,339 | 0.12% |
| 143 | ISHARES TR | 464287465 | 6,107 | $545,905 | 0.12% |
| 144 | ISHARES TR | 46435U663 | 12,956 | $535,471 | 0.11% |
| 145 | PACKAGING CORP AMER | 695156109 | 2,830 | $533,314 | 0.11% |
| 146 | SHOPIFY INC | SHOP | 4,555 | $525,419 | 0.11% |
| 147 | AMERICAN TOWER CORP NEW | 03027X100 | 2,365 | $522,712 | 0.11% |
| 148 | COSTCO WHSL CORP NEW | 22160K105 | 513 | $507,839 | 0.11% |
| 149 | ULTA BEAUTY INC | ULTA | 1,075 | $502,907 | 0.11% |
| 150 | SHERWIN WILLIAMS CO | SHW | 1,464 | $502,679 | 0.11% |
| 151 | ISHARES INC | 46434G103 | 8,301 | $498,309 | 0.11% |
| 152 | ISHARES GOLD TR | IAU | 7,967 | $496,822 | 0.10% |
| 153 | STARBUCKS CORP | SBUX | 5,397 | $494,527 | 0.10% |
| 154 | RTX CORPORATION | RTX | 3,286 | $479,822 | 0.10% |
| 155 | GE AEROSPACE | 369604301 | 1,755 | $451,719 | 0.10% |
| 156 | MEDTRONIC PLC | MDT | 5,118 | $446,136 | 0.09% |
| 157 | AUTODESK INC | ADSK | 1,394 | $431,541 | 0.09% |
| 158 | SERVICENOW INC | NOW | 407 | $418,429 | 0.09% |
| 159 | GLOBAL X FDS | 37954Y673 | 9,319 | $406,122 | 0.09% |
| 160 | METTLER TOLEDO INTERNATIONAL | MTD | 345 | $405,278 | 0.09% |
| 161 | INTUITIVE SURGICAL INC | ISRG | 743 | $403,754 | 0.09% |
| 162 | ISHARES TR | 464287200 | 647 | $401,722 | 0.08% |
| 163 | MONSTER BEVERAGE CORP NEW | MNST | 6,309 | $395,196 | 0.08% |
| 164 | HOLOGIC INC | HOLX | 5,898 | $384,314 | 0.08% |
| 165 | LAM RESEARCH CORP | LRCX | 3,900 | $379,626 | 0.08% |
| 166 | THERMO FISHER SCIENTIFIC INC | TMO | 928 | $376,267 | 0.08% |
| 167 | GOLDMAN SACHS GROUP INC | GSCE | 521 | $368,738 | 0.08% |
| 168 | ISHARES SILVER TR | SLV | 11,151 | $365,864 | 0.08% |
| 169 | S&P GLOBAL INC | SPGI | 690 | $363,885 | 0.08% |
| 170 | CATERPILLAR INC | CAT | 930 | $361,035 | 0.08% |
| 171 | COLGATE PALMOLIVE CO | CL | 3,910 | $355,419 | 0.08% |
| 172 | NIKE INC | NKE | 4,968 | $352,927 | 0.07% |
| 173 | AUTOZONE INC | AZO | 94 | $348,950 | 0.07% |
| 174 | VANGUARD INDEX FDS | 922908751 | 1,467 | $347,650 | 0.07% |
| 175 | AMERICAN ELEC PWR CO INC | 025537101 | 3,170 | $328,919 | 0.07% |
| 176 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 12,118 | $324,035 | 0.07% |
| 177 | ASTRAZENECA PLC | AZN | 4,569 | $319,282 | 0.07% |
| 178 | XYLEM INC | XYL | 2,455 | $317,579 | 0.07% |
| 179 | NOVARTIS AG | NVSEF | 2,619 | $316,925 | 0.07% |
| 180 | SMUCKER J M CO | 832696405 | 3,196 | $313,847 | 0.07% |
| 181 | OTIS WORLDWIDE CORP | OTIS | 3,147 | $311,616 | 0.07% |
| 182 | ASML HOLDING N V | ASMLF | 387 | $310,138 | 0.07% |
| 183 | DUPONT DE NEMOURS INC | DD | 4,506 | $309,067 | 0.07% |
| 184 | DEERE & CO | DE | 595 | $302,552 | 0.06% |
| 185 | PNC FINL SVCS GROUP INC | 693475105 | 1,600 | $298,272 | 0.06% |
| 186 | TYLER TECHNOLOGIES INC | TYL | 495 | $293,456 | 0.06% |
| 187 | HOWMET AEROSPACE INC | HWM | 1,573 | $292,782 | 0.06% |
| 188 | ISHARES INC | 46434G863 | 7,351 | $287,939 | 0.06% |
| 189 | LOWES COS INC | 548661107 | 1,296 | $287,544 | 0.06% |
| 190 | BOSTON SCIENTIFIC CORP | BSX | 2,661 | $285,818 | 0.06% |
| 191 | VERIZON COMMUNICATIONS INC | VZ | 6,547 | $283,289 | 0.06% |
| 192 | SCHLUMBERGER LTD | SLB | 8,320 | $281,216 | 0.06% |
| 193 | REGENERON PHARMACEUTICALS | REGN | 535 | $280,875 | 0.06% |
| 194 | SPOTIFY TECHNOLOGY S A | SPOT | 355 | $272,406 | 0.06% |
| 195 | CORTEVA INC | CTVA | 3,647 | $271,811 | 0.06% |
| 196 | SOUTHERN CO | SOMN | 2,874 | $263,919 | 0.06% |
| 197 | FIRST TR EXCHANGE TRADED FD | 33737A108 | 1,835 | $255,102 | 0.05% |
| 198 | BOOKING HOLDINGS INC | BKNG | 44 | $254,727 | 0.05% |
| 199 | QUANTA SVCS INC | 74762E102 | 663 | $250,667 | 0.05% |
| 200 | MONDELEZ INTL INC | 609207105 | 3,652 | $246,291 | 0.05% |
| 201 | COPART INC | CPRT | 4,970 | $243,878 | 0.05% |
| 202 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,727 | $240,243 | 0.05% |
| 203 | INVESCO EXCH TRADED FD TR II | IVZ | 3,760 | $235,000 | 0.05% |
| 204 | XCEL ENERGY INC | XELLL | 3,442 | $234,400 | 0.05% |
| 205 | SPDR GOLD TR | GLD | 765 | $233,195 | 0.05% |
| 206 | GE VERNOVA INC | GEV | 436 | $230,709 | 0.05% |
| 207 | FIRST TR EXCHANGE-TRADED FD | 33733B100 | 2,113 | $228,162 | 0.05% |
| 208 | YUM BRANDS INC | YUM | 1,507 | $223,307 | 0.05% |
| 209 | NORFOLK SOUTHN CORP | 655844108 | 868 | $222,182 | 0.05% |
| 210 | WABTEC | 929740108 | 1,061 | $222,120 | 0.05% |
| 211 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 503 | $221,458 | 0.05% |
| 212 | UNITED PARCEL SERVICE INC | UPS | 2,185 | $220,554 | 0.05% |
| 213 | VANGUARD MUN BD FDS | 922907746 | 4,365 | $214,016 | 0.05% |
| 214 | TRANE TECHNOLOGIES PLC | TT | 484 | $211,706 | 0.04% |
| 215 | PHILLIPS 66 | PSX | 1,764 | $210,445 | 0.04% |
| 216 | UNITEDHEALTH GROUP INC | UNH | 672 | $209,644 | 0.04% |
| 217 | HENRY SCHEIN INC | HSIC | 2,840 | $207,462 | 0.04% |
| 218 | EQUINIX INC | EQIX | 258 | $205,231 | 0.04% |
| 219 | LPL FINL HLDGS INC | 50212V100 | 546 | $204,734 | 0.04% |
| 220 | HILTON WORLDWIDE HLDGS INC | HLT | 764 | $203,484 | 0.04% |
| 221 | MCCORMICK & CO INC | MKC-V | 2,672 | $202,591 | 0.04% |
| 222 | VANGUARD INTL EQUITY INDEX F | 922042874 | 2,600 | $201,500 | 0.04% |
| 223 | TRAVELERS COMPANIES INC | TRV | 752 | $201,190 | 0.04% |
| 224 | 3M CO | MMM | 1,315 | $200,196 | 0.04% |
| 225 | LLOYDS BANKING GROUP PLC | LLOBF | 12,845 | $54,591 | 0.01% |