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Great Diamond Partners, LLC

All holdings · as of Dec 31, 2025

227 positions

CompanyClassValueShares% of portfolio
Williams Cos Inc/The$2.10M34,8700.4%
Meta Platforms Inc$2.10M3,1800.4%
AMERIPRISE FINANCIAL INC$2.12M4,3270.4%
Garmin Ltd$2.16M10,6410.4%
PGIM ETF TR$2.19M42,6530.4%
Visa Inc$2.24M6,3820.4%
AbbVie Inc.$2.27M9,9350.4%
ISHARES TR$2.32M24,3970.4%
Morgan Stanley$2.35M13,2330.5%
VANECK ETF TRUST$2.38M9,5460.5%
BARRICK MNG CORP$2.39M54,9530.5%
INVESCO EXCHANGE TRADED FD T$2.45M26,4580.5%
ISHARES TR$2.47M23,3650.5%
NEXTERA ENERGY INC$2.48M30,9480.5%
FIRST TR EXCHANGE TRADED FD$2.53M19,4590.5%
FIRST TR EXCHANGE TRADED FD$2.55M35,6730.5%
GLOBAL X FDS$2.56M39,5360.5%
GLOBAL X FDS$2.56M46,3970.5%
AFLAC INC$2.60M23,5410.5%
SPDR SERIES TRUST$2.62M103,3280.5%
VANECK ETF TRUST$2.64M30,7680.5%
Accenture plc$2.65M9,8670.5%
KLA CORP$2.67M2,1990.5%
PAYCHEX INC$2.68M23,8730.5%
Ares Management Corporation$2.68M16,5870.5%
Tapestry Inc$2.70M21,1000.5%
ISHARES TR$2.71M15,0930.5%
ISHARES TR$2.77M12,8900.5%
ABBOTT LABORATORIES$2.79M22,2680.5%
INVESCO EXCH TRADED FD TR II$2.80M133,2970.5%
UNUM GROUP$2.85M36,8080.5%
JPMORGAN CHASE & CO$2.87M8,9200.6%
ISHARES TR$2.90M53,7640.6%
HOME DEPOT, INC.$2.97M8,6190.6%
BlackRock, Inc.$2.99M2,7910.6%
ISHARES TR$3.01M31,2260.6%
Bank of New York Mellon Corp/The$3.11M26,8290.6%
AUTOMATIC DATA PROCESSING INC$3.23M12,5600.6%
AMGEN INC$3.39M10,3710.7%
ANGLOGOLD ASHANTI PLC$3.43M40,1700.7%
Parker-Hannifin Corp$3.46M3,9320.7%
ISHARES TR$3.46M142,7890.7%
Eaton Corp plc$3.60M11,2930.7%
Welltower, Inc.$3.62M19,4890.7%
ISHARES TR$3.70M152,2690.7%
CARDINAL HEALTH INC$3.72M18,0910.7%
EXXON MOBIL CORP$3.79M31,4970.7%
VANGUARD INDEX FDS$3.85M6,1350.7%
WILLIAMS SONOMA INC$3.88M21,7370.7%
Amazon.com, Inc.$4.14M17,9290.8%
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