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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Great Diamond Partners, LLC INSTITUTION : Great Diamond Partners, LLC
Great Diamond Partners, LLC Portfolio (reported on 2020-05-01)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND    (TOTAL STK MKT) VTI 18,489,000 143,428 9.51%
ISHARES RUSSELL 3000 ETF    (RUSSELL 3000 ETF) IWV 18,368,000 123,836 9.45%
IDEXX LABS INC COM    (COM) IDXX 13,214,000 54,550 6.80%
ISHARES SHORT-TERM CORPORATE BOND ETF    (SH TR CRPORT ETF) CSJ 10,695,000 204,273 5.50%
MICROSOFT CORP COM    (COM) MSFT 6,459,000 40,955 3.32%
AMGEN INC COM    (COM) AMGN 5,208,000 25,690 2.68%
VANGUARD FTSE EMERGING MARKETS ETF    (FTSE EMR MKT ETF) VWO 4,936,000 147,138 2.54%
INVESCO S&P 500 TOP 50 ETF    (S&P 500 TOP 50) 3,648,000 18,663 1.87%
NEXTERA ENERGY INC COM    (COM) NEE 3,282,000 13,640 1.68%
PROCTER & GAMBLE CO COM    (COM) PG 3,201,000 29,106 1.64%
VANGUARD TAX-EXEMPT BOND ETF    (TAX EXEMPT BD) 3,070,000 58,045 1.58%
ISHARES 3-7 YEAR TREASURY BOND ETF    (3 7 YR TREAS BD) IEI 2,868,000 21,509 1.47%
ABBOTT LABS COM    (COM) ABT 2,855,000 36,187 1.46%
SPDR S&P 500 ETF    (TR UNIT) SPY 2,747,000 10,661 1.41%
AUTOMATIC DATA PROCESSING INC COM    (COM) ADP 2,740,000 20,054 1.41%
MCCORMICK & CO INC COM NON VTG    (COM NON VTG) MKC 2,658,000 18,824 1.36%
LOCKHEED MARTIN CORP COM    (COM) LMT 2,612,000 7,709 1.34%
INTEL CORP COM    (COM) INTC 2,595,000 47,961 1.33%
ACCENTURE PLC IRELAND SHS CLASS A    (SHS CLASS A) ACN 2,566,000 15,720 1.32%
JPMORGAN CHASE & CO COM    (COM) JPM 2,520,000 28,001 1.29%
ISHARES INTERMEDIATE CREDIT BOND ETF    (INTRM TR CRP ETF) CIU 2,517,000 45,845 1.29%
AMERICAN TOWER CORP NEW COM    (COM) AMT 2,516,000 11,559 1.29%
VERIZON COMMUNICATIONS INC COM    (COM) VZ 2,506,000 46,648 1.28%
HOME DEPOT INC COM    (COM) HD 2,440,000 13,070 1.25%
MERCK & CO. INC COM    (COM) MRK 2,354,000 30,600 1.21%
ISHARES S&P SMALL-CAP FUND    (CORE S&P SCP ETF) IJR 2,310,000 41,182 1.18%
JOHNSON & JOHNSON COM    (COM) JNJ 2,259,000 17,228 1.16%
CISCO SYS INC COM    (COM) CSCO 2,046,000 52,053 1.05%
WASTE MGMT INC DEL COM    (COM) WMI 1,956,000 21,138 1.00%
MCDONALDS CORP COM    (COM) MCD 1,896,000 11,471 0.97%
APPLE INC COM    (COM) AAPL 1,857,000 7,303 0.95%
MONDELEZ INTL INC CL A    (CL A) MDLZ 1,824,000 36,437 0.93%
TEXAS INSTRS INC COM    (COM) TXN 1,786,000 17,881 0.91%
PAYCHEX INC COM    (COM) PAYX 1,711,000 27,199 0.88%
AMAZON COM INC COM    (COM) AMZN 1,608,000 825 0.82%
STARBUCKS CORP COM    (COM) SBUX 1,596,000 24,290 0.82%
HONEYWELL INTL INC COM    (COM) HON 1,584,000 11,840 0.81%
PFIZER INC COM    (COM) PFE 1,521,000 46,619 0.78%
ISHARES MSCI EAFE ETF    (MSCI EAFE ETF) EFA 1,329,000 24,875 0.68%
BLACKROCK INC COM    (COM) BLK 1,245,000 2,832 0.64%
CHUBB LIMITED COM    (COM) CB 1,234,000 11,052 0.63%
VISA INC COM CL A    (COM CL A) V 1,214,000 7,535 0.62%
ILLINOIS TOOL WKS INC COM    (COM) ITW 1,141,000 8,032 0.58%
PEPSICO INC COM    (COM) PEP 1,108,000 9,231 0.57%
BLACKSTONE GROUP INC COM CL A    (COM CL A) 1,100,000 24,140 0.56%
MORGAN STANLEY COM NEW    (COM NEW) MS 1,067,000 31,407 0.54%
VANGUARD EXTENDED MARKET INDEX FUND    (EXTEND MKT ETF) VXF 1,058,000 11,695 0.54%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (BLMBRG BRC CNVRT) CWB 1,045,000 21,847 0.53%
ALPHABET INC CAP STK CL A    (CAP STK CL A) GOOGL 1,003,000 864 0.51%
VANGUARD MORTGAGE-BACKED SECURITIES ETF    (MORTG-BACK SEC) VMBS 995,000 18,259 0.51%
ALBEMARLE CORP COM    (COM) ALB 952,000 16,901 0.49%
FACEBOOK INC CL A    (CL A) FB 849,000 5,094 0.43%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (SPONSORED ADS) BABA 818,000 4,207 0.42%
ALPHABET INC CAP STK CL C    (CAP STK CL C) GOOG 809,000 696 0.41%
UNION PAC CORP COM    (COM) UNP 766,000 5,437 0.39%
EXXON MOBIL CORP COM    (COM) XOM 765,000 20,165 0.39%
COCA COLA CO COM    (COM) KO 709,000 16,040 0.36%
MEDTRONIC PLC SHS    (SHS) MDT 696,000 7,726 0.35%
VANGUARD HIGH DIVIDEND YIELD ETF    (HIGH DIV YLD) VYM 656,000 9,280 0.33%
COLGATE PALMOLIVE CO COM    (COM) CL 645,000 9,732 0.33%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (CL B NEW) BRK/B 645,000 3,531 0.33%
ORACLE CORP COM    (COM) ORCL 632,000 13,085 0.32%
S&P GLOBAL INC COM    (COM) SPGI 613,000 2,504 0.31%
ECOLAB INC COM    (COM) ECL 606,000 3,892 0.31%
LILLY ELI & CO COM    (COM) LLY 595,000 4,294 0.30%
WALMART INC COM    (COM) WMT 586,000 5,162 0.30%
3M CO COM    (COM) MMM 566,000 4,152 0.29%
REGENERON PHARMACEUTICALS COM    (COM) REGN 552,000 1,132 0.28%
AUTODESK INC COM    (COM) ADSK 543,000 3,480 0.27%
NVIDIA CORP COM    (COM) NVDA 519,000 1,970 0.26%
LAMB WESTON HLDGS INC COM    (COM) 484,000 8,487 0.24%
NIKE INC CL B    (CL B) NKE 445,000 5,383 0.22%
MONSTER BEVERAGE CORP NEW COM    (COM) MNST 432,000 7,696 0.22%
AT&T INC COM    (COM) T 419,000 14,386 0.21%
DISNEY WALT CO COM DISNEY    (COM DISNEY) DIS 415,000 4,299 0.21%
BK OF AMERICA CORP COM    (COM) BAC 412,000 19,407 0.21%
SCHWAB US DIVIDEND EQUITY ETF    (US DIVIDEND EQ) SCHD 407,000 9,060 0.20%
SALESFORCE COM INC COM    (COM) CRM 407,000 2,833 0.20%
NOVO-NORDISK A S ADR    (ADR) NVO 375,000 6,230 0.19%
ADOBE INC COM    (COM) ADBE 369,000 1,162 0.18%
DNP SELECT INCOME FD INC COM    (COM) DNP 359,000 36,750 0.18%
AIR PRODS & CHEMS INC COM    (COM) APD 353,000 1,772 0.18%
ABBVIE INC COM    (COM) ABBV 349,000 4,593 0.17%
MASTERCARD INC CL A    (CL A) MA 338,000 1,403 0.17%
EXPEDITORS INTL WASH INC COM    (COM) EXPD 330,000 4,954 0.16%
PAYPAL HLDGS INC COM    (COM) PYPL 316,000 3,311 0.16%
GENUINE PARTS CO COM    (COM) GPC 316,000 4,700 0.16%
VANGUARD GROWTH INDEX FUND    (GROWTH ETF) VUG 315,000 2,012 0.16%
WELLS FARGO CO NEW COM    (COM) WFC 312,000 10,892 0.16%
SBA COMMUNICATIONS CORP NEW CL A    (CL A) 311,000 1,152 0.16%
TRAVELERS COMPANIES INC COM    (COM) TRV 307,000 3,100 0.15%
UTILITIES SELECT SECTOR SPDR FUND    (SBI INT-UTILS) XLU 302,000 5,451 0.15%
UNILEVER N V N Y SHS NEW    (N Y SHS NEW) UN 296,000 6,082 0.15%
DEERE & CO COM    (COM) DE 290,000 2,103 0.14%
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF    (NASDAQ CYB ETF) 287,000 11,165 0.14%
QUALCOMM INC COM    (COM) QCOM 286,000 4,239 0.14%
ASTRAZENECA PLC SPONSORED ADR    (SPONSORED ADR) AZN 280,000 6,289 0.14%
NOVARTIS A G SPONSORED ADR    (SPONSORED ADR) NVS 280,000 3,398 0.14%
VANECK VECTORS SEMICONDUCTOR ETF    (SEMICONDUCTOR ET) 276,000 2,364 0.14%
FIRST TRUST DOW JONES INTERNET INDEX FUND    (DJ INTERNT IDX) FDN 276,000 2,237 0.14%
ISHARES U.S. MEDICAL DEVICES ETF    (U.S. MED DVC ETF) IHI 273,000 1,213 0.14%
CIGNA CORP NEW COM    (COM) 265,000 1,498 0.13%
SHERWIN WILLIAMS CO COM    (COM) SHW 264,000 576 0.13%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF    (EXPANDED TECH) IGV 259,000 1,233 0.13%
CERNER CORP COM    (COM) CERN 259,000 4,122 0.13%
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF    (US BR DEL SE ETF) IAI 257,000 5,027 0.13%
COSTCO WHSL CORP NEW COM    (COM) COST 257,000 903 0.13%
ISHARES U.S. HEALTHCARE PROVIDERS ETF    (US HLTHCR PR ETF) IHF 254,000 1,529 0.13%
VANECK VECTORS RETAIL ETF    (RETAIL ETF) 247,000 2,347 0.12%
TJX COS INC NEW COM    (COM) TJX 245,000 5,131 0.12%
INVESCO SOLAR ETF    (SOLAR ETF) 239,000 9,505 0.12%
CONSOLIDATED EDISON INC COM    (COM) ED 234,000 3,000 0.12%
FACTSET RESH SYS INC COM    (COM) FDS 234,000 900 0.12%
SEI INVTS CO COM    (COM) SEIC 234,000 5,058 0.12%
SCHWAB U.S. SMALL-CAP ETF    (US SML CAP ETF) SCHA 231,000 4,493 0.11%
EATON CORP PLC SHS    (SHS) ETN 228,000 2,938 0.11%
FEDEX CORP COM    (COM) FDX 223,000 1,847 0.11%
YUM BRANDS INC COM    (COM) YUM 220,000 3,220 0.11%
GILEAD SCIENCES INC COM    (COM) GILD 215,000 2,881 0.11%
ISHARES S&P MIDCAP FUND    (CORE S&P MCP ETF) IJH 213,000 1,481 0.10%
AMERICAN WTR WKS CO INC NEW COM    (COM) AWK 213,000 1,784 0.10%
COPART INC COM    (COM) CPRT 212,000 3,099 0.10%
INTUIT COM    (COM) INTU 211,000 919 0.10%
DUPONT DE NEMOURS INC COM    (COM) 205,000 6,040 0.10%
GENERAL ELECTRIC CO COM    (COM) GE 140,000 17,747 0.07%
ORGANOVO HLDGS INC COM    (COM) ONVO 9,000 22,000 0.00%
Total Value As 2020-03-31: 194,264,000 SEC FILING
* Portfolios do not reflect changes after reporting
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Warren Buffett
John Paulson
George Soros

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