Portfolio (Quarterly)
Guide ↗
Great Diamond Partners, LLC
· CIK 0001801112| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BIL | SPDR SERIES TRUST | — | 6,070 | $555K | 0.11% | SOLD |
| 22 | TMUS | T-MOBILE US INC | Communication Services | 1,997 | $405K | 0.08% | SOLD |
| 23 | — | ASTRAZENECA PLC | — | 4,262 | $392K | 0.07% | SOLD |
| 24 | — | HOLOGIC INC | — | 4,998 | $372K | 0.07% | SOLD |
| 25 | SPGI | S&P GLOBAL INC | Financial Services | 692 | $362K | 0.07% | SOLD |
| 26 | NKE | NIKE INC | Consumer Cyclical | 4,938 | $315K | 0.06% | SOLD |
| 27 | NOW | SERVICENOW INC | Technology | 1,773 | $272K | 0.05% | SOLD |
| 28 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 49 | $262K | 0.05% | SOLD |
| 29 | CGW | INVESCO EXCH TRADED FD TR II | — | 3,689 | $232K | 0.04% | SOLD |
| 30 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,383 | $227K | 0.04% | SOLD |
| 31 | TYL | TYLER TECHNOLOGIES INC | Technology | 495 | $225K | 0.04% | SOLD |
| 32 | FITB | FIFTH THIRD BANCORP | Financial Services | 4,354 | $204K | 0.04% | SOLD |
| 33 | AME | AMETEK INC | Industrials | 982 | $202K | 0.04% | SOLD |
Sector Allocation
Technology
29.4%
Industrials
14.5%
Financial Services
13.2%
Healthcare
12.9%
Consumer Cyclical
9.5%
Consumer Defensive
6.2%
Energy
4.2%
Communication Services
3.9%
Basic Materials
2.7%
Real Estate
1.9%