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CIK: 0001801112
Total reported value
$595.5M
$595.5M
195 檔
16.4%
During the Q3 2024 filing period, Great Diamond Partners, LLC (CIK: 0001801112) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $595.5M across 195 reported positions.
During Q3 2024, Great Diamond Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.82% | -0.10% | -7.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.20% | -0.06% | -7.64% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.44% | -0.06% | -5.92% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.48% | +0.02% | -7.00% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | +0.58% | -18.17% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.78% | -0.23% | -6.89% | |
| 7 | AGZ | Ishares Agency Bond ETF | ETF-Other | 2.12% | -0.01% | +0.21% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.02% | — | -1.43% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.00% | +0.02% | -5.78% | |
| 10 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.85% | -0.03% | -0.30% | |
| 11 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.69% | — | -7.28% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.66% | -0.05% | -12.88% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | +0.07% | -6.81% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.18% | -13.83% | |
| 15 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.38% | — | -7.69% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.38% | +0.46% | -7.48% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.37% | +0.01% | -1.67% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.11% | -24.55% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.18% | +0.09% | -3.65% | |
| 20 | KLAC | Kla CORP | Stock-Tech | 1.17% | -0.55% | -14.30% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.12% | -0.04% | -6.52% | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.12% | -0.03% | -10.86% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | -0.12% | +771.94% | |
| 24 | ARES | Ares Management CORP - A | Stock-Financials | 1.02% | — | -12.92% | |
| 25 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.99% | -0.03% | +76.88% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 0.98% | -0.08% | -14.72% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.03% | -23.11% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.92% | -0.02% | -17.18% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.90% | +0.09% | -14.86% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | -0.12% | -16.43% | |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.86% | +0.34% | -0.03% | |
| 32 | HUBB | Hubbell Inc | Stock-Industrials | 0.86% | — | -13.53% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.86% | +0.05% | -14.61% | |
| 34 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.85% | — | -0.48% | |
| 35 | PAYX | Paychex Inc | Stock-Tech | 0.85% | -0.01% | -0.66% | |
| 36 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.84% | +0.01% | -10.01% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | — | -12.62% | |
| 38 | BLKCHF | Blackrock Inc | Stock-Other | 0.74% | — | -13.49% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.01% | -18.98% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | — | -16.54% | |
| 41 | AFL | Aflac Inc | Stock-Financials | 0.70% | -0.03% | -12.10% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.67% | -0.03% | -0.36% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-Other | 0.65% | — | +0.99% | |
| 44 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.64% | — | -1.38% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | -0.06% | -12.50% | |
| 46 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.62% | — | -0.88% | |
| 47 | EVR | Evercore Inc - A | Stock-Financials | 0.61% | -0.08% | +190.12% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | +0.04% | -13.91% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.07% | -16.83% | |
| 50 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.55% | — | +1.00% |
According to official SEC Form 13F filings, Great Diamond Partners, LLC reported a total U.S. public equity portfolio value of $595.5M across 195 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWV, VTI, IEFA) accounted for 16.4% of total reported equity market value during Q3 2024.
During Q3 2024, Great Diamond Partners, LLC's top holdings by market value included IWV (6.8%)、VTI (6.2%)、IEFA (5.4%). The largest single position, IWV, represented 6.8% of total portfolio value.
In Q3 2024, Great Diamond Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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