HoldingsChannel.com
Great Diamond Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 143,428 +9,326 $18,489
     VTI143,428+9,326$18,489
ISHARES RUSSELL 3000 ETF (IWV) 123,836 +5,552 $18,368
     IWV123,836+5,552$18,368
IDEXX LABS INC COM 54,550 -1,798 $13,214
     IDXX54,550-1,798$13,214
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 204,273 +118,842 $10,695
     IGSB204,273+118,842$10,695
MICROSOFT CORP COM 40,955 -3,047 $6,459
     MSFT40,955-3,047$6,459
AMGEN INC COM 25,690 -439 $5,208
     AMGN25,690-439$5,208
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 147,138 +37,553 $4,936
     VWO147,138+37,553$4,936
INVESCO S&P 500 TOP 50 ETF (XLG) 18,663 +18,663 $3,648
     XLG18,663+18,663$3,648
NEXTERA ENERGY INC COM 13,640 -125 $3,282
     NEE13,640-125$3,282
PROCTER & GAMBLE CO COM 29,106 -1,215 $3,201
     PG29,106-1,215$3,201
VANGUARD TAX EXEMPT BOND ETF (VTEB) 58,045 +58,045 $3,070
     VTEB58,045+58,045$3,070
ISHARES 3 7 YEAR TREASURY BOND ETF (IEI) 21,509 -9,838 $2,868
     IEI21,509-9,838$2,868
ABBOTT LABS COM 36,187 +98 $2,855
     ABT36,187+98$2,855
SPDR S&P 500 ETF (SPY) 10,661 -15,212 $2,747
     SPY10,661-15,212$2,747
AUTOMATIC DATA PROCESSING INC COM 20,054 +1,274 $2,740
     ADP20,054+1,274$2,740
MCCORMICK & CO INC COM NON VTG 18,824 +406 $2,658
     MKC18,824+406$2,658
LOCKHEED MARTIN CORP COM 7,709 -296 $2,612
     LMT7,709-296$2,612
INTEL CORP COM 47,961 +7,609 $2,595
     INTC47,961+7,609$2,595
ACCENTURE PLC IRELAND SHS CLASS A 15,720 +198 $2,566
     ACN15,720+198$2,566
JPMORGAN CHASE & CO COM 28,001 +1,436 $2,520
     JPM28,001+1,436$2,520
ISHARES INTERMEDIATE CREDIT BOND ETF (IGIB) 45,845 +18,619 $2,517
     IGIB45,845+18,619$2,517
AMERICAN TOWER CORP NEW COM 11,559 +558 $2,516
     AMT11,559+558$2,516
VERIZON COMMUNICATIONS INC COM 46,648 +352 $2,506
     VZ46,648+352$2,506
HOME DEPOT INC COM 13,070 -295 $2,440
     HD13,070-295$2,440
MERCK & CO. INC COM 30,600 +12,091 $2,354
     MRK30,600+12,091$2,354
ISHARES S&P SMALL CAP FUND (IJR) 41,182 -21,633 $2,310
     IJR41,182-21,633$2,310
JOHNSON & JOHNSON COM 17,228 +551 $2,259
     JNJ17,228+551$2,259
CISCO SYS INC COM 52,053 -10,615 $2,046
     CSCO52,053-10,615$2,046
WASTE MGMT INC DEL COM 21,138 +4,326 $1,956
     WM21,138+4,326$1,956
MCDONALDS CORP COM 11,471 +44 $1,896
     MCD11,471+44$1,896
APPLE INC COM 7,303 -174 $1,857
     AAPL7,303-174$1,857
MONDELEZ INTL INC CL A 36,437 +6,964 $1,824
     MDLZ36,437+6,964$1,824
TEXAS INSTRS INC COM 17,881 +118 $1,786
     TXN17,881+118$1,786
PAYCHEX INC COM 27,199 -4,000 $1,711
     PAYX27,199-4,000$1,711
AMAZON COM INC COM 825 -23 $1,608
     AMZN825-23$1,608
STARBUCKS CORP COM 24,290 -149 $1,596
     SBUX24,290-149$1,596
HONEYWELL INTL INC COM 11,840 +217 $1,584
     HON11,840+217$1,584
PFIZER INC COM 46,619 -2,001 $1,521
     PFE46,619-2,001$1,521
ISHARES MSCI EAFE ETF (EFA) 24,875 -7,346 $1,329
     EFA24,875-7,346$1,329
BLACKROCK INC COM 2,832 -127 $1,245
     BLK2,832-127$1,245
CHUBB LIMITED COM 11,052 +324 $1,234
     CB11,052+324$1,234
VISA INC COM CL A 7,535 -422 $1,214
     V7,535-422$1,214
ILLINOIS TOOL WKS INC COM 8,032 -1,297 $1,141
     ITW8,032-1,297$1,141
PEPSICO INC COM 9,231 +235 $1,108
     PEP9,231+235$1,108
BLACKSTONE GROUP INC COM CL A 24,140 +21,838 $1,100
     BX24,140+21,838$1,100
MORGAN STANLEY COM NEW 31,407 -438 $1,067
     MS31,407-438$1,067
VANGUARD EXTENDED MARKET INDEX FUND (VXF) 11,695 -1,601 $1,058
     VXF11,695-1,601$1,058
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF (CWB) 21,847 +2,395 $1,045
     CWB21,847+2,395$1,045
ALPHABET INC CAP STK CL A 864 -3 $1,003
     GOOGL864-3$1,003
VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) 18,259 +1,336 $995
     VMBS18,259+1,336$995

See Full List: All Stocks Held By Great Diamond Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Great Diamond Partners LLC

Size ($ in 1000's)
At 03/31/2020: $194,264
At 12/31/2019: $262,985

Great Diamond Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Great Diamond Partners LLC 13F filings. Link to 13F filings: SEC filings

Great Diamond Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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