Great Diamond Partners, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$435M
Signature - Title
John M.Piper - Chief Compliance Officer
Location
22 Monument Square, Suite 300, Portland, Maine
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 220 $435M +$30.6M -$28.3M +$2.24M IWV, VTI, IEFA, MSFT, VUG, VXF 13F-HR 5/8/2024, 01:02 PM
Q4 2023 230 $406M +$23.5M -$24.3M -$783K IWV, VTI, IEFA, MSFT, VUG, VXF 13F-HR 2/7/2024, 04:49 PM
Q3 2023 220 $369M +$20.8M -$4.98M +$15.8M IWV, VTI, IEFA, MSFT, VUG, VXF 13F-HR 10/19/2023, 04:58 PM
Q2 2023 219 $379M +$48.7M -$17.3M +$31.4M IWV, VTI, IEFA, MSFT, VUG, VXF 13F-HR 7/17/2023, 04:44 PM
Q1 2023 214 $345M +$52.6M -$26.8M +$25.7M IWV, VTI, IEFA, RSP, MSFT, IDXX 13F-HR 5/4/2023, 07:44 AM
Q4 2022 211 $325M +$49.2M -$17.5M +$31.7M IWV, VTI, MSFT, AGG, IEFA, RSP 13F-HR 2/1/2023, 02:13 PM
Q3 2022 197 $293M +$22.6M -$7.72M +$14.9M IWV, VTI, MSFT, RSP, GNR, IEI 13F-HR 10/24/2022, 12:51 PM
Q2 2022 200 $295M +$24.6M -$14.4M +$10.1M IWV, VTI, MSFT, GNR, RSP, IEI 13F-HR 7/26/2022, 11:46 AM
Q1 2022 214 $359M +$39.8M -$24.4M +$15.4M IWV, VTI, MSFT, GNR, IDXX, RSP 13F-HR 5/5/2022, 10:38 AM
Q4 2021 213 $388M +$23.2M -$22.2M +$1.08M IWV, VTI, IJR, MSFT, IDXX, RSP 13F-HR 1/26/2022, 10:12 AM
Q3 2021 205 $365M +$23.7M -$1.88M +$21.9M IWV, VTI, IDXX, IJR, MSFT, RSP 13F-HR 10/21/2021, 11:11 AM
Q2 2021 196 $354M +$28.9M -$16.4M +$12.5M IWV, VTI, IDXX, IJR, MSFT, RSP 13F-HR 7/26/2021, 01:11 PM
Q1 2021 195 $325M +$47.1M -$45.3M +$1.81M IWV, VTI, IDXX, MSFT, RSP, IWP 13F-HR 5/4/2021, 12:04 PM
Q4 2020 178 $314M +$46.9M -$21.5M +$25.4M VTI, IWV, IDXX, MSFT, QQQ, IWP 13F-HR 1/26/2021, 02:10 PM
Q3 2020 158 $273M +$28.8M -$11.9M +$16.9M VTI, IWV, IDXX, XLG, MSFT, QQQ 13F-HR 10/19/2020, 09:25 AM
Q2 2020 147 $242M +$23.5M -$8.43M +$15M VTI, IWV, IDXX, IGSB, MSFT, QQQ 13F-HR 8/4/2020, 09:29 AM
Q1 2020 125 $194M +$23.7M -$11.7M +$12M VTI, IWV, IDXX, IGSB, MSFT, AMGN 13F-HR 4/30/2020, 06:59 PM
Q4 2019 651 $263M IWV, VTI, IDXX, SPY, RSP, MSFT 13F-HR 2/7/2020, 07:49 AM