13F HOLDINGS REPORT
Great Diamond Partners, LLC
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001172661-25-004336
Total Value
$515.6M
Positions
225
Other Managers
0
Confidential Omitted
No
Holdings (225)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 393,989 | $34.4M | 6.67% |
| 2 | ISHARES TR | 464287689 | 76,626 | $29.0M | 5.63% |
| 3 | VANGUARD INDEX FDS | 922908769 | 88,473 | $29.0M | 5.63% |
| 4 | SPDR S&P 500 ETF TR | SPY | 23,494 | $15.7M | 3.04% |
| 5 | MICROSOFT CORP | MSFT | 29,872 | $15.5M | 3.00% |
| 6 | VANGUARD INDEX FDS | 922908736 | 31,277 | $15.0M | 2.91% |
| 7 | VANGUARD INDEX FDS | 922908652 | 62,162 | $13.0M | 2.52% |
| 8 | PROCTER AND GAMBLE CO | 742718109 | 79,595 | $12.2M | 2.37% |
| 9 | IDEXX LABS INC | 45168D104 | 15,001 | $9.6M | 1.86% |
| 10 | SIMPLIFY EXCHANGE TRADED FUN | 82889N723 | 461,077 | $9.5M | 1.85% |
| 11 | APPLE INC | AAPL | 28,810 | $7.3M | 1.42% |
| 12 | NVIDIA CORPORATION | NVDA | 38,475 | $7.2M | 1.39% |
| 13 | ISHARES TR | 464288166 | 63,591 | $7.0M | 1.36% |
| 14 | ORACLE CORP | ORCL-PD | 24,197 | $6.8M | 1.32% |
| 15 | BROADCOM INC | AVGO | 20,364 | $6.7M | 1.30% |
| 16 | PIMCO ETF TR | 72201R585 | 243,290 | $6.5M | 1.27% |
| 17 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 110,470 | $6.1M | 1.18% |
| 18 | ISHARES TR | 464288661 | 49,811 | $6.0M | 1.15% |
| 19 | INVESCO EXCHANGE TRADED FD T | IVZ | 30,424 | $5.8M | 1.12% |
| 20 | ISHARES TR | 464287507 | 85,276 | $5.6M | 1.08% |
| 21 | ALPHABET INC | GOOG | 20,315 | $4.9M | 0.96% |
| 22 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 47,292 | $4.7M | 0.90% |
| 23 | WASTE MGMT INC DEL | 94106L109 | 20,263 | $4.5M | 0.87% |
| 24 | AUTOMATIC DATA PROCESSING IN | ADP | 15,058 | $4.4M | 0.86% |
| 25 | EATON CORP PLC | ETN | 11,512 | $4.3M | 0.84% |
| 26 | WILLIAMS SONOMA INC | WSM | 21,743 | $4.2M | 0.82% |
| 27 | AMAZON COM INC | AMZN | 18,340 | $4.0M | 0.78% |
| 28 | ALPHABET INC | GOOG | 16,368 | $4.0M | 0.77% |
| 29 | ARES MANAGEMENT CORPORATION | ARES-PB | 23,574 | $3.8M | 0.73% |
| 30 | HOME DEPOT INC | HD | 8,807 | $3.6M | 0.69% |
| 31 | EXXON MOBIL CORP | XOM | 31,533 | $3.6M | 0.69% |
| 32 | ISHARES TR | 46435U515 | 138,525 | $3.5M | 0.69% |
| 33 | WELLTOWER INC | WELL | 19,729 | $3.5M | 0.68% |
| 34 | AMERIPRISE FINL INC | 03076C106 | 7,036 | $3.5M | 0.67% |
| 35 | BLACKROCK INC | BLK | 2,781 | $3.2M | 0.63% |
| 36 | ELI LILLY & CO | LLY | 4,178 | $3.2M | 0.62% |
| 37 | AT&T INC | T-PC | 108,749 | $3.1M | 0.60% |
| 38 | PAYCHEX INC | PAYX | 23,889 | $3.0M | 0.59% |
| 39 | ABBOTT LABS | ABLZF | 22,594 | $3.0M | 0.59% |
| 40 | PARKER-HANNIFIN CORP | PH | 3,983 | $3.0M | 0.59% |
| 41 | AMGEN INC | AMGN | 10,547 | $3.0M | 0.58% |
| 42 | ISHARES TR | 464288281 | 30,658 | $2.9M | 0.57% |
| 43 | VANECK ETF TRUST | 92189F106 | 37,314 | $2.9M | 0.55% |
| 44 | ISHARES TR | 464288638 | 52,616 | $2.8M | 0.55% |
| 45 | UNUM GROUP | UNMA | 36,549 | $2.8M | 0.55% |
| 46 | BANK NEW YORK MELLON CORP | 064058100 | 25,677 | $2.8M | 0.54% |
| 47 | JPMORGAN CHASE & CO. | VYLD | 8,868 | $2.8M | 0.54% |
| 48 | GLOBAL X FDS | 37960A529 | 39,339 | $2.8M | 0.54% |
| 49 | CARDINAL HEALTH INC | CAH | 17,602 | $2.8M | 0.54% |
| 50 | SPDR SERIES TRUST | 78468R408 | 107,771 | $2.8M | 0.54% |
| 51 | ISHARES TR | 464288760 | 12,957 | $2.7M | 0.53% |
| 52 | INVESCO EXCH TRADED FD TR II | IVZ | 128,503 | $2.7M | 0.52% |
| 53 | ISHARES TR | 464288794 | 15,053 | $2.7M | 0.52% |
| 54 | ISHARES TR | 464287515 | 23,088 | $2.7M | 0.52% |
| 55 | GARMIN LTD | GRMN | 10,713 | $2.6M | 0.51% |
| 56 | ACCENTURE PLC IRELAND | ACN | 10,654 | $2.6M | 0.51% |
| 57 | AFLAC INC | AFL | 23,443 | $2.6M | 0.51% |
| 58 | ISHARES TR | 46435GAA0 | 106,546 | $2.6M | 0.50% |
| 59 | INVESCO EXCHANGE TRADED FD T | IVZ | 26,600 | $2.5M | 0.49% |
| 60 | GLOBAL X FDS | 37950E416 | 41,813 | $2.5M | 0.49% |
| 61 | ISHARES TR | 46435UAA9 | 103,812 | $2.5M | 0.49% |
| 62 | META PLATFORMS INC | META | 3,367 | $2.5M | 0.48% |
| 63 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 18,343 | $2.5M | 0.48% |
| 64 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 32,431 | $2.5M | 0.48% |
| 65 | T-MOBILE US INC | TMUSZ | 10,268 | $2.5M | 0.48% |
| 66 | TAPESTRY INC | TPR | 21,153 | $2.4M | 0.46% |
| 67 | KLA CORP | KLAC | 2,210 | $2.4M | 0.46% |
| 68 | NEXTERA ENERGY INC | NEE-PW | 31,348 | $2.4M | 0.46% |
| 69 | VANECK ETF TRUST | 92189F684 | 9,389 | $2.4M | 0.46% |
| 70 | ABBVIE INC | ABBV | 9,817 | $2.3M | 0.44% |
| 71 | WILLIAMS COS INC | 969457100 | 34,720 | $2.2M | 0.43% |
| 72 | ISHARES TR | 464288588 | 22,957 | $2.2M | 0.42% |
| 73 | VISA INC | V | 6,310 | $2.2M | 0.42% |
| 74 | MORGAN STANLEY | MS-PQ | 13,273 | $2.1M | 0.41% |
| 75 | ISHARES TR | 464287804 | 17,578 | $2.1M | 0.41% |
| 76 | RYDER SYS INC | R | 10,898 | $2.1M | 0.40% |
| 77 | PGIM ETF TR | 69344A834 | 39,579 | $2.0M | 0.40% |
| 78 | WALMART INC | WMT | 18,977 | $2.0M | 0.38% |
| 79 | TJX COS INC NEW | 872540109 | 12,875 | $1.9M | 0.36% |
| 80 | NETFLIX INC | NFLX | 1,518 | $1.8M | 0.35% |
| 81 | TESLA INC | TSLA | 4,011 | $1.8M | 0.35% |
| 82 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,271 | $1.8M | 0.34% |
| 83 | VANGUARD SCOTTSDALE FDS | 92206C409 | 19,600 | $1.6M | 0.30% |
| 84 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,035 | $1.5M | 0.30% |
| 85 | INTERNATIONAL BUSINESS MACHS | INTR | 5,393 | $1.5M | 0.30% |
| 86 | INTUIT | INTU | 2,227 | $1.5M | 0.29% |
| 87 | CONOCOPHILLIPS | COP | 15,764 | $1.5M | 0.29% |
| 88 | VANGUARD INDEX FDS | 922908363 | 2,350 | $1.4M | 0.28% |
| 89 | SPDR INDEX SHS FDS | 78463X889 | 33,305 | $1.4M | 0.28% |
| 90 | ISHARES TR | 464288570 | 10,510 | $1.3M | 0.26% |
| 91 | VANGUARD WHITEHALL FDS | 921946406 | 9,362 | $1.3M | 0.26% |
| 92 | INVESCO QQQ TR | IVZ | 2,183 | $1.3M | 0.25% |
| 93 | ILLINOIS TOOL WKS INC | 452308109 | 4,985 | $1.3M | 0.25% |
| 94 | ECOLAB INC | ECL | 4,745 | $1.3M | 0.25% |
| 95 | ANGLOGOLD ASHANTI PLC | AU | 18,425 | $1.3M | 0.25% |
| 96 | AMERICAN EXPRESS CO | AXP | 3,811 | $1.3M | 0.25% |
| 97 | CHEVRON CORP NEW | CVX | 8,065 | $1.3M | 0.24% |
| 98 | EVERCORE INC | EVR | 3,675 | $1.2M | 0.24% |
| 99 | LINDE PLC | LIN | 2,551 | $1.2M | 0.24% |
| 100 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,608 | $1.2M | 0.23% |
| 101 | AMPHENOL CORP NEW | 032095101 | 9,674 | $1.2M | 0.23% |
| 102 | PALO ALTO NETWORKS INC | PANW | 5,504 | $1.1M | 0.22% |
| 103 | EBAY INC. | EBAY | 12,281 | $1.1M | 0.22% |
| 104 | JOHNSON & JOHNSON | JNJ | 5,980 | $1.1M | 0.22% |
| 105 | CISCO SYS INC | CSCO | 15,992 | $1.1M | 0.21% |
| 106 | WISDOMTREE TR | WT | 20,804 | $1.1M | 0.21% |
| 107 | LOCKHEED MARTIN CORP | LMT | 2,169 | $1.1M | 0.21% |
| 108 | STRYKER CORPORATION | SYK | 2,865 | $1.1M | 0.21% |
| 109 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 27,326 | $1.0M | 0.20% |
| 110 | MASTERCARD INCORPORATED | MA | 1,823 | $1.0M | 0.20% |
| 111 | INVESCO EXCHANGE TRADED FD T | IVZ | 18,024 | $1.0M | 0.20% |
| 112 | ISHARES TR | 46429B697 | 10,777 | $1.0M | 0.20% |
| 113 | SHELL PLC | RYDAF | 14,265 | $1.0M | 0.20% |
| 114 | WISDOMTREE TR | WT | 20,742 | $1.0M | 0.20% |
| 115 | HONEYWELL INTL INC | 438516106 | 4,626 | $973,773 | 0.19% |
| 116 | FISERV INC | FISV | 7,222 | $931,132 | 0.18% |
| 117 | EQT CORP | EQT | 16,795 | $914,152 | 0.18% |
| 118 | VANGUARD INDEX FDS | 922908629 | 3,044 | $894,145 | 0.17% |
| 119 | QUALCOMM INC | QCOM | 5,323 | $885,534 | 0.17% |
| 120 | PACCAR INC | PCAR | 8,944 | $879,374 | 0.17% |
| 121 | ISHARES TR | 464288646 | 16,371 | $868,154 | 0.17% |
| 122 | BOEING CO | BA-PA | 3,956 | $853,823 | 0.17% |
| 123 | NOVO-NORDISK A S | NONOF | 14,986 | $831,573 | 0.16% |
| 124 | COCA COLA CO | KO | 12,533 | $831,189 | 0.16% |
| 125 | BANK AMERICA CORP | 060505104 | 15,760 | $813,058 | 0.16% |
| 126 | ROPER TECHNOLOGIES INC | ROP | 1,616 | $805,883 | 0.16% |
| 127 | PEPSICO INC | PEP | 5,710 | $801,912 | 0.16% |
| 128 | VANGUARD SCOTTSDALE FDS | 92206C870 | 9,275 | $780,120 | 0.15% |
| 129 | MERCK & CO INC | MRK | 9,259 | $777,108 | 0.15% |
| 130 | TEXAS INSTRS INC | 882508104 | 4,157 | $763,766 | 0.15% |
| 131 | ISHARES TR | 46435G425 | 5,135 | $747,656 | 0.15% |
| 132 | SALESFORCE INC | CRM | 2,939 | $696,543 | 0.14% |
| 133 | WATERS CORP | 941848103 | 2,285 | $685,066 | 0.13% |
| 134 | CARRIER GLOBAL CORPORATION | CARR | 11,012 | $657,416 | 0.13% |
| 135 | SHOPIFY INC | SHOP | 4,423 | $657,302 | 0.13% |
| 136 | PACKAGING CORP AMER | 695156109 | 2,998 | $653,354 | 0.13% |
| 137 | DISNEY WALT CO | 254687106 | 5,499 | $629,684 | 0.12% |
| 138 | DANAHER CORPORATION | 235851102 | 3,154 | $625,312 | 0.12% |
| 139 | UNILEVER PLC | UNLYF | 10,537 | $624,633 | 0.12% |
| 140 | ISHARES TR | 464287465 | 6,618 | $617,923 | 0.12% |
| 141 | ISHARES TR | 46435U663 | 13,444 | $606,056 | 0.12% |
| 142 | UNION PAC CORP | UNP | 2,564 | $606,053 | 0.12% |
| 143 | ISHARES TR | 46435G516 | 6,513 | $605,579 | 0.12% |
| 144 | EMERSON ELEC CO | EMR | 4,481 | $587,818 | 0.11% |
| 145 | ULTA BEAUTY INC | ULTA | 1,075 | $587,756 | 0.11% |
| 146 | MCDONALDS CORP | MCD | 1,929 | $586,412 | 0.11% |
| 147 | ISHARES GOLD TR | IAU | 7,967 | $579,759 | 0.11% |
| 148 | ISHARES INC | 46434G103 | 8,707 | $573,965 | 0.11% |
| 149 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 3,300 | $555,984 | 0.11% |
| 150 | RTX CORPORATION | RTX | 3,286 | $549,846 | 0.11% |
| 151 | VERTEX PHARMACEUTICALS INC | VRTX | 1,372 | $537,330 | 0.10% |
| 152 | ISHARES TR | 46436E205 | 22,721 | $533,262 | 0.10% |
| 153 | GE AEROSPACE | 369604301 | 1,741 | $523,728 | 0.10% |
| 154 | LAM RESEARCH CORP | LRCX | 3,888 | $520,603 | 0.10% |
| 155 | SHERWIN WILLIAMS CO | SHW | 1,481 | $512,811 | 0.10% |
| 156 | MEDTRONIC PLC | MDT | 5,020 | $478,105 | 0.09% |
| 157 | THERMO FISHER SCIENTIFIC INC | TMO | 979 | $474,835 | 0.09% |
| 158 | ISHARES SILVER TR | SLV | 11,151 | $472,468 | 0.09% |
| 159 | COSTCO WHSL CORP NEW | 22160K105 | 487 | $450,782 | 0.09% |
| 160 | AMERICAN TOWER CORP NEW | 03027X100 | 2,343 | $450,606 | 0.09% |
| 161 | GLOBAL X FDS | 37954Y673 | 9,319 | $443,864 | 0.09% |
| 162 | CATERPILLAR INC | CAT | 926 | $441,841 | 0.09% |
| 163 | STARBUCKS CORP | SBUX | 5,216 | $441,274 | 0.09% |
| 164 | AUTODESK INC | ADSK | 1,372 | $435,843 | 0.08% |
| 165 | ISHARES TR | 464287200 | 647 | $433,037 | 0.08% |
| 166 | METTLER TOLEDO INTERNATIONAL | MTD | 345 | $423,525 | 0.08% |
| 167 | MONSTER BEVERAGE CORP NEW | MNST | 6,208 | $417,860 | 0.08% |
| 168 | GOLDMAN SACHS GROUP INC | GSCE | 518 | $412,509 | 0.08% |
| 169 | HOLOGIC INC | HOLX | 6,098 | $411,554 | 0.08% |
| 170 | AUTOZONE INC | AZO | 91 | $390,412 | 0.08% |
| 171 | VANGUARD INDEX FDS | 922908751 | 1,467 | $373,029 | 0.07% |
| 172 | ASML HOLDING N V | ASMLF | 375 | $363,034 | 0.07% |
| 173 | AMERICAN ELEC PWR CO INC | 025537101 | 3,163 | $355,838 | 0.07% |
| 174 | SERVICENOW INC | NOW | 382 | $351,547 | 0.07% |
| 175 | XYLEM INC | XYL | 2,381 | $351,198 | 0.07% |
| 176 | ISHARES TR | 46436E841 | 15,253 | $343,498 | 0.07% |
| 177 | NIKE INC | NKE | 4,923 | $343,281 | 0.07% |
| 178 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 12,118 | $338,940 | 0.07% |
| 179 | S&P GLOBAL INC | SPGI | 696 | $338,801 | 0.07% |
| 180 | NOVARTIS AG | NVSEF | 2,632 | $337,528 | 0.07% |
| 181 | LOWES COS INC | 548661107 | 1,310 | $329,216 | 0.06% |
| 182 | ISHARES INC | 46434G863 | 7,577 | $328,993 | 0.06% |
| 183 | ASTRAZENECA PLC | AZN | 4,287 | $328,899 | 0.06% |
| 184 | DUPONT DE NEMOURS INC | DD | 4,153 | $323,519 | 0.06% |
| 185 | OTIS WORLDWIDE CORP | OTIS | 3,447 | $315,159 | 0.06% |
| 186 | ISHARES TR | 46436E825 | 14,016 | $307,721 | 0.06% |
| 187 | PNC FINL SVCS GROUP INC | 693475105 | 1,501 | $301,596 | 0.06% |
| 188 | HOWMET AEROSPACE INC | HWM | 1,529 | $300,036 | 0.06% |
| 189 | INTUITIVE SURGICAL INC | ISRG | 666 | $297,855 | 0.06% |
| 190 | REGENERON PHARMACEUTICALS | REGN | 527 | $296,316 | 0.06% |
| 191 | GE VERNOVA INC | GEV | 480 | $295,152 | 0.06% |
| 192 | SCHLUMBERGER LTD | SLB | 8,520 | $292,832 | 0.06% |
| 193 | VERIZON COMMUNICATIONS INC | VZ | 6,613 | $290,641 | 0.06% |
| 194 | FIRST TR EXCHANGE TRADED FD | 33737A108 | 1,853 | $279,951 | 0.05% |
| 195 | XCEL ENERGY INC | XELLL | 3,442 | $277,597 | 0.05% |
| 196 | SPDR GOLD TR | GLD | 765 | $271,935 | 0.05% |
| 197 | SOUTHERN CO | SOMN | 2,862 | $271,232 | 0.05% |
| 198 | CORNING INC | GLW | 3,300 | $270,699 | 0.05% |
| 199 | DEERE & CO | DE | 588 | $268,869 | 0.05% |
| 200 | ISHARES TR | 46436E858 | 11,514 | $264,246 | 0.05% |
| 201 | SMUCKER J M CO | 832696405 | 2,416 | $262,378 | 0.05% |
| 202 | NORFOLK SOUTHN CORP | 655844108 | 868 | $260,756 | 0.05% |
| 203 | TYLER TECHNOLOGIES INC | TYL | 495 | $258,964 | 0.05% |
| 204 | INVESCO EXCH TRADED FD TR II | IVZ | 3,917 | $251,628 | 0.05% |
| 205 | BOSTON SCIENTIFIC CORP | BSX | 2,558 | $249,738 | 0.05% |
| 206 | FIRST TR EXCHANGE-TRADED FD | 33736G106 | 12,958 | $248,927 | 0.05% |
| 207 | CORTEVA INC | CTVA | 3,647 | $246,647 | 0.05% |
| 208 | FIRST TR EXCHANGE-TRADED FD | 33733B100 | 2,194 | $246,496 | 0.05% |
| 209 | ISHARES TR | 46436E833 | 10,823 | $242,273 | 0.05% |
| 210 | PHILLIPS 66 | PSX | 1,764 | $239,939 | 0.05% |
| 211 | VANGUARD INTL EQUITY INDEX F | 922042874 | 3,000 | $239,400 | 0.05% |
| 212 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 504 | $233,924 | 0.05% |
| 213 | SPOTIFY TECHNOLOGY S A | SPOT | 334 | $233,132 | 0.05% |
| 214 | YUM BRANDS INC | YUM | 1,495 | $227,240 | 0.04% |
| 215 | QUANTA SVCS INC | 74762E102 | 540 | $223,787 | 0.04% |
| 216 | COPART INC | CPRT | 4,970 | $223,501 | 0.04% |
| 217 | BLACKSTONE INC | BX | 1,275 | $217,939 | 0.04% |
| 218 | BOOKING HOLDINGS INC | BKNG | 40 | $215,971 | 0.04% |
| 219 | NXP SEMICONDUCTORS N V | NXPI | 937 | $213,383 | 0.04% |
| 220 | MONDELEZ INTL INC | 609207105 | 3,315 | $207,088 | 0.04% |
| 221 | KINDER MORGAN INC DEL | EP-PC | 7,300 | $206,663 | 0.04% |
| 222 | PFIZER INC | PFE | 8,099 | $206,363 | 0.04% |
| 223 | GALLAGHER ARTHUR J & CO | 363576109 | 660 | $204,428 | 0.04% |
| 224 | 3M CO | MMM | 1,315 | $204,062 | 0.04% |
| 225 | LLOYDS BANKING GROUP PLC | LLOBF | 12,845 | $58,316 | 0.01% |