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CIK: 0001801112
Total reported value
$595.5M
$595.5M
185 檔
16.2%
The Q4 2024 SEC filing reveals that Great Diamond Partners, LLC held a total portfolio value of $595.5M, covering 185 public equity positions.
During Q4 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 | 6.95% | -0.10% | -2.14% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.39% | -0.06% | -1.20% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.04% | -0.06% | +1.26% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.69% | +0.02% | -2.54% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.92% | -0.23% | -1.11% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | +0.58% | -1.72% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.19% | +0.07% | +27.39% | |
| 8 | AGZ | Ishares Agency Bond ETF | ETF-Other | 2.13% | -0.01% | +1.03% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.98% | — | +0.98% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.88% | +0.02% | +1.79% | |
| 11 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.74% | — | -0.55% | |
| 12 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.53% | -0.03% | -0.69% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.51% | +0.18% | -1.53% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | -0.05% | -1.47% | |
| 15 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.43% | — | -0.97% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.11% | -1.34% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | -0.12% | -3.83% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.36% | +0.46% | -0.93% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.27% | +0.01% | -6.33% | |
| 20 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.20% | -0.03% | -0.40% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.15% | -0.04% | +0.44% | |
| 22 | ARES | Ares Management CORP - A | Stock-Financials | 1.12% | — | -5.25% | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.10% | -0.03% | -1.75% | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 0.97% | -0.08% | +0.23% | |
| 25 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.96% | +0.01% | -1.02% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | +0.09% | -1.56% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.94% | -0.03% | +1.28% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.92% | +0.05% | -1.10% | |
| 29 | PAYX | Paychex Inc | Stock-Tech | 0.89% | -0.01% | -1.51% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.01% | -0.04% | |
| 31 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.88% | -0.05% | — | |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.86% | +0.34% | +0.55% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.12% | -0.95% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.85% | — | +1.81% | |
| 35 | HUBB | Hubbell Inc | Stock-Industrials | 0.85% | — | -1.46% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.81% | +0.09% | -10.95% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.79% | +0.03% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | -0.06% | -0.21% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.69% | -0.55% | -28.90% | |
| 40 | EVR | Evercore Inc - A | Stock-Financials | 0.68% | -0.08% | -0.15% | |
| 41 | UNM | Unum Group | Stock-Financials | 0.67% | -0.02% | -0.51% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.67% | -0.02% | -0.52% | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.66% | -0.03% | +0.68% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.64% | -0.01% | — | |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.64% | — | -0.01% | |
| 46 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.63% | — | +0.59% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-Other | 0.63% | — | +0.88% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | — | -0.02% | |
| 49 | SKYY | First Trust Cloud Computing | ETF-Other | 0.60% | +0.51% | NEW | |
| 50 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 0.59% | — | -0.66% |
According to official SEC Form 13F filings, Great Diamond Partners, LLC reported a total U.S. public equity portfolio value of $595.5M across 185 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWV, VTI, IEFA) accounted for 16.2% of total reported equity market value during Q4 2024.
During Q4 2024, Great Diamond Partners, LLC's top holdings by market value included IWV (7.0%)、VTI (6.4%)、IEFA (5.0%). The largest single position, IWV, represented 7.0% of total portfolio value.
In Q4 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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