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CIK: 0001801112
Total reported value
$595.5M
$595.5M
179 檔
15.6%
In Q1 2025, Great Diamond Partners, LLC's U.S. equity holdings reached a combined market value of $595.5M, distributed across 179 disclosed stock positions.
In Q1 2025, Great Diamond Partners, LLC displayed an active expansion posture, initiating 179 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.73% | -0.10% | -3.55% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.24% | -0.06% | -2.52% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.80% | -0.06% | +1.02% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.43% | +0.02% | -2.78% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.26% | +0.07% | +48.03% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.84% | -0.23% | +1.32% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | +0.58% | -5.46% | |
| 8 | AGZ | Ishares Agency Bond ETF | ETF-Other | 2.33% | -0.01% | +2.31% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.21% | — | +3.14% | |
| 10 | FTGC | First Trust Global Tactical | ETF-Other | 2.18% | — | — | |
| 11 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.63% | -0.03% | -0.62% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.53% | +0.01% | +11.55% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | -0.05% | -9.27% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.18% | +5.61% | |
| 15 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.45% | — | -2.03% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.40% | +0.46% | -1.50% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.18% | -0.04% | +3.59% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.14% | -0.08% | -3.97% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.11% | -6.51% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | -0.12% | +0.23% | |
| 21 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.02% | -0.03% | -5.67% | |
| 22 | PAYX | Paychex Inc | Stock-Tech | 1.02% | -0.01% | -0.79% | |
| 23 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.01% | -0.03% | -6.79% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.96% | -0.05% | +2.58% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.96% | +0.05% | -5.52% | |
| 26 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.95% | +0.34% | +3.01% | |
| 27 | ARES | Ares Management CORP - A | Stock-Financials | 0.94% | — | -3.85% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.90% | +0.09% | -25.87% | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.89% | +0.01% | -3.68% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.03% | -2.09% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.12% | -3.99% | |
| 32 | UNM | Unum Group | Stock-Financials | 0.79% | -0.02% | -1.10% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.01% | -5.58% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | — | +0.64% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.72% | +0.03% | -6.69% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.72% | -0.03% | -5.15% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.71% | -0.01% | +2.09% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.71% | +0.09% | -6.86% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | +0.04% | -3.30% | |
| 40 | HUBB | Hubbell Inc | Stock-Industrials | 0.69% | — | -2.27% | |
| 41 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.69% | — | +1.94% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.67% | — | +2.04% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-Other | 0.67% | — | +2.03% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.64% | -0.02% | +130.12% | |
| 45 | WELL | Welltower Inc | Stock-Real Estate | 0.63% | -0.01% | +261.12% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.61% | -0.03% | +78.86% | |
| 47 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 0.61% | — | -0.20% | |
| 48 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.58% | -0.50% | EXIT | |
| 49 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.58% | — | +1.36% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.07% | -3.61% |
According to official SEC Form 13F filings, Great Diamond Partners, LLC reported a total U.S. public equity portfolio value of $595.5M across 179 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWV, VTI, IEFA) accounted for 15.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWV
市值: $24.6M
During Q1 2025, Great Diamond Partners, LLC's top holdings by market value included IWV (6.7%)、VTI (6.2%)、IEFA (5.8%). The largest single position, IWV, represented 6.7% of total portfolio value.
In Q1 2025, Great Diamond Partners, LLC made 179 total portfolio adjustments, initiating 179 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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