Great Diamond Partners, LLC Top Holdings and 13F Report (2024) About Great Diamond Partners, LLCInvestment ActivityGreat Diamond Partners, LLC has $393.56 million in total holdings as of September 30, 2024.Great Diamond Partners, LLC owns shares of 195 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 4.48% of the portfolio was purchased this quarter.About 16.78% of the portfolio was sold this quarter.This quarter, Great Diamond Partners, LLC has purchased 211 new stocks and bought additional shares in 26 stocks.Great Diamond Partners, LLC sold shares of 149 stocks and completely divested from 30 stocks this quarter.Largest Holdings iShares Russell 3000 ETF $26,846,097Vanguard Total Stock Market ETF $24,417,170iShares Core MSCI EAFE ETF $21,390,383Vanguard Growth ETF $13,699,390Microsoft $11,131,732 Largest New Holdings this Quarter First Trust Cloud Computing ETF $2,019,021 HoldingVanEck Retail ETF $1,915,184 HoldingNetApp $1,726,546 HoldingErie Indemnity $602,439 HoldingApollo Global Management $536,613 Holding Largest Purchases this Quarter Broadcom 21,599 shares (about $3.73M)First Trust Cloud Computing ETF 19,744 shares (about $2.02M)VanEck Retail ETF 8,778 shares (about $1.92M)NetApp 13,979 shares (about $1.73M)Williams-Sonoma 10,918 shares (about $1.69M) Largest Sales this Quarter Microsoft 5,743 shares (about $2.47M)iShares Russell 3000 ETF 6,914 shares (about $2.26M)McDonald's 7,199 shares (about $2.19M)Vanguard Total Stock Market ETF 7,134 shares (about $2.02M)NVIDIA 13,503 shares (about $1.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreat Diamond Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWViShares Russell 3000 ETF$26,846,097$2,259,011 ▼-7.8%82,1666.8%ETFVTIVanguard Total Stock Market ETF$24,417,170$2,020,063 ▼-7.6%86,2316.2%ETFIEFAiShares Core MSCI EAFE ETF$21,390,383$1,346,284 ▼-5.9%274,0605.4%ETFVUGVanguard Growth ETF$13,699,390$1,031,620 ▼-7.0%35,6823.5%ETFMSFTMicrosoft$11,131,732$2,471,184 ▼-18.2%25,8702.8%Computer and TechnologyVXFVanguard Extended Market ETF$10,939,783$809,674 ▼-6.9%60,1122.8%ETFAGZiShares Agency Bond ETF$8,328,797$17,443 ▲0.2%75,4422.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$7,940,378$115,144 ▼-1.4%78,4082.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$7,869,246$482,359 ▼-5.8%137,0712.0%ETFIDXXIDEXX Laboratories$7,278,705$22,230 ▼-0.3%14,4071.8%MedicalFAUGFT Vest U.S. Equity Buffer ETF - August$6,632,240$520,818 ▼-7.3%144,9671.7%ETFLLYEli Lilly and Company$6,550,640$968,332 ▼-12.9%7,3941.7%MedicalSPYSPDR S&P 500 ETF Trust$6,494,993$474,502 ▼-6.8%11,3201.7%FinanceAAPLApple$5,502,371$882,849 ▼-13.8%23,6151.4%Computer and TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$5,443,867$453,696 ▼-7.7%112,1061.4%ETFRSPInvesco S&P 500 Equal Weight ETF$5,432,502$439,301 ▼-7.5%30,3221.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,411,170$92,096 ▼-1.7%45,2421.4%ETFNVDANVIDIA$5,038,788$1,639,804 ▼-24.6%41,4921.3%Computer and TechnologyAMGNAmgen$4,648,524$175,927 ▼-3.6%14,4271.2%MedicalKLACKLA$4,590,702$765,891 ▼-14.3%5,9281.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4,417,802$308,297 ▼-6.5%70,8891.1%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$4,411,200$537,528 ▼-10.9%54,9341.1%ManufacturingAVGOBroadcom$4,208,521$3,725,862 ▲771.9%24,3971.1%Computer and TechnologyARESAres Management$4,007,426$594,685 ▼-12.9%25,7151.0%FinanceWSMWilliams-Sonoma$3,891,435$1,691,416 ▲76.9%25,1191.0%Retail/WholesaleWMWaste Management$3,869,041$667,849 ▼-14.7%18,6371.0%Business ServicesORCLOracle$3,660,874$1,100,614 ▼-23.1%21,4840.9%Computer and TechnologyNVONovo Nordisk A/S$3,603,177$747,640 ▼-17.2%30,2610.9%MedicalACNAccenture$3,539,395$617,883 ▼-14.9%10,0130.9%Computer and TechnologyHDHome Depot$3,444,891$677,471 ▼-16.4%8,5020.9%Retail/WholesaleIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,399,983$1,123 ▼0.0%133,1760.9%ETFHUBBHubbell$3,394,674$531,154 ▼-13.5%7,9250.9%Industrial ProductsADPAutomatic Data Processing$3,390,496$580,303 ▼-14.6%12,2520.9%Business ServicesIBDPiShares iBonds Dec 2024 Term Corporate ETF$3,360,493$16,160 ▼-0.5%133,3000.9%ETFPAYXPaychex$3,327,644$22,007 ▼-0.7%24,7980.8%Business ServicesAMPAmeriprise Financial$3,304,644$367,391 ▼-10.0%7,0340.8%FinanceETNEaton$3,213,311$464,016 ▼-12.6%9,6950.8%Industrial ProductsBLKBlackRock$2,910,248$453,866 ▼-13.5%3,0650.7%FinanceAMZNAmazon.com$2,908,052$681,409 ▼-19.0%15,6070.7%Retail/WholesaleUNHUnitedHealth Group$2,805,411$556,054 ▼-16.5%4,7980.7%MedicalAFLAflac$2,757,547$379,449 ▼-12.1%24,6650.7%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,622,954$9,358 ▼-0.4%28,0290.7%ETFPFFiShares Preferred and Income Securities ETF$2,565,788$25,055 ▲1.0%77,2130.7%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$2,530,530$35,432 ▼-1.4%98,2730.6%ETFGOOGAlphabet$2,495,812$356,449 ▼-12.5%14,9280.6%Computer and TechnologyBKLNInvesco Senior Loan ETF$2,433,567$21,661 ▼-0.9%115,8290.6%ETFEVREvercore$2,396,090$1,570,202 ▲190.1%9,4580.6%FinanceABTAbbott Laboratories$2,288,979$369,962 ▼-13.9%20,0770.6%MedicalPGProcter & Gamble$2,279,312$461,232 ▼-16.8%13,1600.6%Consumer StaplesITBiShares U.S. Home Construction ETF$2,161,081$21,480 ▲1.0%17,0030.5%ETFUNMUnum Group$2,131,875$383,507 ▼-15.2%35,8660.5%FinancePKBInvesco Building & Construction ETF$2,109,143$68,037 ▼-3.1%26,5050.5%ETFNEENextEra Energy$2,107,502$348,010 ▼-14.2%24,9320.5%UtilitiesGOOGLAlphabet$2,066,657$1,143,868 ▼-35.6%12,4610.5%Computer and TechnologyIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$2,055,546$18,898 ▲0.9%15,9890.5%ETFITAiShares U.S. Aerospace & Defense ETF$2,038,097$26,037 ▲1.3%13,6200.5%ETFSKYYFirst Trust Cloud Computing ETF$2,019,021$2,019,021 ▲New Holding19,7440.5%ManufacturingIGViShares Expanded Tech-Software Sector ETF$1,992,236$18,946 ▲1.0%22,2920.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$1,981,658$20,790 ▲1.1%33,4570.5%ManufacturingRTHVanEck Retail ETF$1,915,184$1,915,184 ▲New Holding8,7780.5%ManufacturingMDLZMondelez International$1,829,889$323,264 ▼-15.0%24,8390.5%Consumer StaplesSMHVanEck Semiconductor ETF$1,795,467$41,481 ▲2.4%7,3150.5%ManufacturingCAHCardinal Health$1,773,072$223,250 ▼-11.2%16,0430.5%MedicalCOPConocoPhillips$1,747,122$1,000,687 ▼-36.4%16,5950.4%Oils/EnergyNTAPNetApp$1,726,546$1,726,546 ▲New Holding13,9790.4%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$1,719,934$181,306 ▼-9.5%31,5990.4%ETFMETAMeta Platforms$1,705,871$1,006,922 ▼-37.1%2,9800.4%Computer and TechnologyVVisa$1,701,491$775,955 ▼-31.3%6,1880.4%Business ServicesABBVAbbVie$1,669,101$338,086 ▼-16.8%8,4520.4%MedicalIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,523,905$38,505 ▲2.6%62,5320.4%ETFMSMorgan Stanley$1,494,280$284,158 ▼-16.0%14,3350.4%FinanceMRKMerck & Co., Inc.$1,437,842$807,835 ▼-36.0%12,6620.4%MedicalLMTLockheed Martin$1,364,948$323,846 ▼-19.2%2,3350.3%AerospaceTSLATesla$1,360,999$948,670 ▼-41.1%5,2020.3%Auto/Tires/TrucksITWIllinois Tool Works$1,343,895$237,435 ▼-15.0%5,1280.3%Industrial ProductsBRK.BBerkshire Hathaway$1,334,754$38,202 ▼-2.8%2,9000.3%FinanceNFLXNetflix$1,305,057$741,187 ▼-36.2%1,8400.3%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$1,208,364$74,471 ▼-5.8%6,1010.3%ETFTSMTaiwan Semiconductor Manufacturing$1,177,656$737,055 ▲167.3%6,7810.3%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$1,175,041$42,319 ▼-3.5%10,8010.3%ETFDONWisdomTree U.S. MidCap Dividend Fund$1,158,401$21,577 ▼-1.8%22,6560.3%FinanceHONHoneywell International$1,152,408$304,897 ▼-20.9%5,5750.3%Multi-Sector ConglomeratesTJXTJX Companies$1,134,614$369,781 ▼-24.6%9,6530.3%Retail/WholesaleEMLPFirst Trust North American Energy Infrastructure Fund$1,092,874$18,010 ▼-1.6%32,5260.3%ETFSCHDSchwab US Dividend Equity ETF$1,085,957$15,976 ▼-1.4%12,8470.3%ETFSDOGALPS Sector Dividend Dogs ETF$1,056,507$10,615 ▼-1.0%17,9160.3%ETFPHParker-Hannifin$1,037,448$344,974 ▼-25.0%1,6420.3%Industrial ProductsXOMExxon Mobil$1,007,037$330,678 ▼-24.7%8,5910.3%Oils/EnergyQQQInvesco QQQ$921,4760.0%1,8880.2%FinanceCRMSalesforce$916,655$334,747 ▼-26.7%3,3490.2%Computer and TechnologyMAMastercard$891,309$185,175 ▼-17.2%1,8050.2%Business ServicesIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$812,103$29,635 ▲3.8%15,1540.2%ETFOWLBlue Owl Capital$808,493$16,746 ▼-2.0%41,7610.2%FinanceDVNDevon Energy$787,368$94,944 ▼-10.8%20,1270.2%Oils/EnergySPDWSPDR Portfolio Developed World ex-US ETF$767,576$3,756 ▼-0.5%20,4360.2%ETFXLGInvesco S&P 500 Top 50 ETF$764,615$7,272 ▼-0.9%16,0870.2%ETFIJRiShares Core S&P Small-Cap ETF$762,462$53,802 ▼-6.6%6,5190.2%ETFAVYAvery Dennison$746,390$187,205 ▼-20.1%3,3810.2%Industrial ProductsTMOThermo Fisher Scientific$744,758$259,799 ▼-25.9%1,2040.2%MedicalUNPUnion Pacific$737,222$178,945 ▼-19.5%2,9910.2%TransportationShowing largest 100 holdings. 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