HoldingsChannel.com
Great Diamond Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES RUSSELL 3000 ETF (IWV) 118,284 +118,284 $22,295
     IWV118,284+118,284$22,295
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 134,102 +134,102 $21,941
     VTI134,102+134,102$21,941
IDEXX LABS INC COM 56,348 +56,348 $14,714
     IDXX56,348+56,348$14,714
SPDR S&P 500 ETF (SPY) 25,873 +25,873 $8,327
     SPY25,873+25,873$8,327
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 70,143 +70,143 $8,116
     RSP70,143+70,143$8,116
MICROSOFT CORP COM 44,002 +44,002 $6,939
     MSFT44,002+44,002$6,939
AMGEN INC COM 26,129 +26,129 $6,298
     AMGN26,129+26,129$6,298
ISHARES S&P SMALL CAP FUND (IJR) 62,815 +62,815 $5,267
     IJR62,815+62,815$5,267
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 109,585 +109,585 $4,873
     VWO109,585+109,585$4,873
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 85,431 +85,431 $4,581
     IGSB85,431+85,431$4,581
ISHARES 3 7 YEAR TREASURY BOND ETF (IEI) 31,347 +31,347 $3,941
     IEI31,347+31,347$3,941
PROCTER & GAMBLE CO COM 30,321 +30,321 $3,787
     PG30,321+30,321$3,787
JPMORGAN CHASE & CO COM 26,565 +26,565 $3,703
     JPM26,565+26,565$3,703
NEXTERA ENERGY INC COM 13,765 +13,765 $3,333
     NEE13,765+13,765$3,333
ACCENTURE PLC IRELAND SHS CLASS A 15,522 +15,522 $3,268
     ACN15,522+15,522$3,268
AUTOMATIC DATA PROCESSING INC COM 18,780 +18,780 $3,201
     ADP18,780+18,780$3,201
ABBOTT LABS COM 36,089 +36,089 $3,134
     ABT36,089+36,089$3,134
MCCORMICK & CO INC COM NON VTG 18,418 +18,418 $3,126
     MKC18,418+18,418$3,126
LOCKHEED MARTIN CORP COM 8,005 +8,005 $3,116
     LMT8,005+8,005$3,116
CISCO SYS INC COM 62,668 +62,668 $3,005
     CSCO62,668+62,668$3,005
HOME DEPOT INC COM 13,365 +13,365 $2,918
     HD13,365+13,365$2,918
VERIZON COMMUNICATIONS INC COM 46,296 +46,296 $2,842
     VZ46,296+46,296$2,842
PAYCHEX INC COM 31,199 +31,199 $2,653
     PAYX31,199+31,199$2,653
AMERICAN TOWER CORP NEW COM 11,001 +11,001 $2,528
     AMT11,001+11,001$2,528
JOHNSON & JOHNSON COM 16,677 +16,677 $2,432
     JNJ16,677+16,677$2,432
INTEL CORP COM 40,352 +40,352 $2,415
     INTC40,352+40,352$2,415
TEXAS INSTRS INC COM 17,763 +17,763 $2,278
     TXN17,763+17,763$2,278
WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON) 59,645 +59,645 $2,268
     DON59,645+59,645$2,268
MCDONALDS CORP COM 11,427 +11,427 $2,258
     MCD11,427+11,427$2,258
ISHARES MSCI EAFE ETF (EFA) 32,221 +32,221 $2,237
     EFA32,221+32,221$2,237
APPLE INC COM 7,477 +7,477 $2,195
     AAPL7,477+7,477$2,195
STARBUCKS CORP COM 24,439 +24,439 $2,148
     SBUX24,439+24,439$2,148
HONEYWELL INTL INC COM 11,623 +11,623 $2,057
     HON11,623+11,623$2,057
WASTE MGMT INC DEL COM 16,812 +16,812 $1,915
     WM16,812+16,812$1,915
PFIZER INC COM 48,620 +48,620 $1,904
     PFE48,620+48,620$1,904
MERCK & CO INC COM 18,509 +18,509 $1,683
     MRK18,509+18,509$1,683
ILLINOIS TOOL WKS INC COM 9,329 +9,329 $1,675
     ITW9,329+9,329$1,675
VANGUARD EXTENDED MARKET INDEX FUND (VXF) 13,296 +13,296 $1,675
     VXF13,296+13,296$1,675
CHUBB LIMITED COM 10,728 +10,728 $1,669
     CB10,728+10,728$1,669
MORGAN STANLEY COM NEW 31,845 +31,845 $1,627
     MS31,845+31,845$1,627
MONDELEZ INTL INC CL A 29,473 +29,473 $1,623
     MDLZ29,473+29,473$1,623
CHEVRON CORP NEW COM 13,442 +13,442 $1,619
     CVX13,442+13,442$1,619
ISHARES INTERMEDIATE CREDIT BOND ETF (IGIB) 27,226 +27,226 $1,578
     IGIB27,226+27,226$1,578
AMAZON COM INC COM 848 +848 $1,566
     AMZN848+848$1,566
VISA INC COM CL A 7,957 +7,957 $1,495
     V7,957+7,957$1,495
BLACKROCK INC COM 2,959 +2,959 $1,487
     BLK2,959+2,959$1,487
EXXON MOBIL CORP COM 21,235 +21,235 $1,481
     XOM21,235+21,235$1,481
PEPSICO INC COM 8,996 +8,996 $1,229
     PEP8,996+8,996$1,229
VALERO ENERGY CORP NEW COM 13,087 +13,087 $1,225
     VLO13,087+13,087$1,225
FACEBOOK INC CL A 5,767 +5,767 $1,183
     FB5,767+5,767$1,183

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

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

Size ($ in 1000's)
At 12/31/2019: $262,985
At 09/30/2019: $0

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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