Portfolio (Quarterly)
Guide ↗
Great Diamond Partners, LLC
· CIK 0001801112| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DON | WISDOMTREE TR | — | 20,804 | $1.1M | 0.21% | SOLD |
| 2 | UL | UNILEVER PLC | Consumer Defensive | 10,537 | $625K | 0.12% | SOLD |
| 3 | DD | DUPONT DE NEMOURS INC | Basic Materials | 4,153 | $324K | 0.06% | SOLD |
| 4 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,613 | $291K | 0.06% | SOLD |
| 5 | SJM | SMUCKER J M CO | Consumer Defensive | 2,416 | $262K | 0.05% | SOLD |
| 6 | FAN | FIRST TR EXCHANGE-TRADED FD | — | 12,958 | $249K | 0.05% | SOLD |
| 7 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 2,194 | $246K | 0.05% | SOLD |
| 8 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 334 | $233K | 0.04% | SOLD |
| 9 | PWR | QUANTA SVCS INC | Industrials | 540 | $224K | 0.04% | SOLD |
| 10 | CPRT | COPART INC | Industrials | 4,970 | $224K | 0.04% | SOLD |
| 11 | BX | BLACKSTONE INC | Financial Services | 1,275 | $218K | 0.04% | SOLD |
| 12 | NXPI | NXP SEMICONDUCTORS N V | Technology | 937 | $213K | 0.04% | SOLD |
| 13 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,315 | $207K | 0.04% | SOLD |
| 14 | PFE | PFIZER INC | Healthcare | 8,099 | $206K | 0.04% | SOLD |
| 15 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 660 | $204K | 0.04% | SOLD |
Sector Allocation
Technology
24.5%
Financial Services
19.0%
Healthcare
13.8%
Industrials
12.0%
Consumer Cyclical
8.3%
Communication Services
6.3%
Consumer Defensive
6.2%
Energy
4.4%
Basic Materials
2.6%
Real Estate
1.6%