Great Diamond Partners, LLC Buys iShares Core S&P Small-Cap ETF, SPDR S&P Global Natural Resources ETF, Invesco Dynamic Leisure and Entertainment ETF, Sells iShares Russell Mid-Cap Growth ETF, iShares Russell 2000 Growth ETF, Sysco Corp

Investment company Great Diamond Partners, LLC (Current Portfolio) buys iShares Core S&P Small-Cap ETF, SPDR S&P Global Natural Resources ETF, Invesco Dynamic Leisure and Entertainment ETF, SPDR Metals & Mining ETF, iShares S&P Global Clean Energy Index Fund, sells iShares Russell Mid-Cap Growth ETF, iShares Russell 2000 Growth ETF, Sysco Corp, iShares 1-3 Year Credit Bond ETF, Invesco Solar ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Great Diamond Partners, LLC. As of 2021Q2, Great Diamond Partners, LLC owns 190 stocks with a total value of $342 million. These are the details of the buys and sells.

For the details of Great Diamond Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/great+diamond+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Great Diamond Partners, LLC
  1. iShares Russell 3000 ETF (IWV) - 107,617 shares, 8.05% of the total portfolio. Shares added by 0.38%
  2. Vanguard Total Stock Market ETF (VTI) - 95,403 shares, 6.21% of the total portfolio. Shares reduced by 11.53%
  3. IDEXX Laboratories Inc (IDXX) - 29,697 shares, 5.48% of the total portfolio. Shares reduced by 11.9%
  4. iShares Core S&P Small-Cap ETF (IJR) - 123,958 shares, 4.09% of the total portfolio. Shares added by 148.07%
  5. Microsoft Corp (MSFT) - 40,310 shares, 3.19% of the total portfolio. Shares reduced by 0.79%
New Purchase: SPDR S&P Global Natural Resources ETF (GNR)

Great Diamond Partners, LLC initiated holding in SPDR S&P Global Natural Resources ETF. The purchase prices were between $49.63 and $55.96, with an estimated average price of $53.2. The stock is now traded at around $52.435000. The impact to a portfolio due to this purchase was 2.1%. The holding were 135,607 shares as of 2021-06-30.

New Purchase: Invesco Dynamic Leisure and Entertainment ETF (PEJ)

Great Diamond Partners, LLC initiated holding in Invesco Dynamic Leisure and Entertainment ETF. The purchase prices were between $42.15 and $53.92, with an estimated average price of $47.75. The stock is now traded at around $50.150000. The impact to a portfolio due to this purchase was 0.35%. The holding were 22,918 shares as of 2021-06-30.

New Purchase: SPDR Metals & Mining ETF (XME)

Great Diamond Partners, LLC initiated holding in SPDR Metals & Mining ETF. The purchase prices were between $39.09 and $47.66, with an estimated average price of $43.33. The stock is now traded at around $43.172000. The impact to a portfolio due to this purchase was 0.33%. The holding were 25,833 shares as of 2021-06-30.

New Purchase: PPG Industries Inc (PPG)

Great Diamond Partners, LLC initiated holding in PPG Industries Inc. The purchase prices were between $147.97 and $182.33, with an estimated average price of $171.01. The stock is now traded at around $164.748100. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,320 shares as of 2021-06-30.

New Purchase: Becton, Dickinson and Co (BDX)

Great Diamond Partners, LLC initiated holding in Becton, Dickinson and Co. The purchase prices were between $238.47 and $260.94, with an estimated average price of $245.55. The stock is now traded at around $249.569300. The impact to a portfolio due to this purchase was 0.06%. The holding were 875 shares as of 2021-06-30.

New Purchase: Bright Horizons Family Solutions Inc (BFAM)

Great Diamond Partners, LLC initiated holding in Bright Horizons Family Solutions Inc. The purchase prices were between $132.39 and $180.4, with an estimated average price of $150.16. The stock is now traded at around $152.530000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,480 shares as of 2021-06-30.

Added: iShares Core S&P Small-Cap ETF (IJR)

Great Diamond Partners, LLC added to a holding in iShares Core S&P Small-Cap ETF by 148.07%. The purchase prices were between $106.15 and $116.05, with an estimated average price of $111.31. The stock is now traded at around $109.050000. The impact to a portfolio due to this purchase was 2.44%. The holding were 123,958 shares as of 2021-06-30.

Added: iShares S&P Global Clean Energy Index Fund (ICLN)

Great Diamond Partners, LLC added to a holding in iShares S&P Global Clean Energy Index Fund by 34.99%. The purchase prices were between $20.6 and $24.48, with an estimated average price of $22.75. The stock is now traded at around $22.310000. The impact to a portfolio due to this purchase was 0.09%. The holding were 49,452 shares as of 2021-06-30.

Added: Vanguard Dividend Appreciation FTF (VIG)

Great Diamond Partners, LLC added to a holding in Vanguard Dividend Appreciation FTF by 23.67%. The purchase prices were between $146.42 and $155.96, with an estimated average price of $152.78. The stock is now traded at around $159.320000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,326 shares as of 2021-06-30.

Added: WisdomTree U.S. SmallCap Dividend Fund (DES)

Great Diamond Partners, LLC added to a holding in WisdomTree U.S. SmallCap Dividend Fund by 22.41%. The purchase prices were between $30.98 and $33.39, with an estimated average price of $32.19. The stock is now traded at around $31.210000. The impact to a portfolio due to this purchase was 0.06%. The holding were 33,570 shares as of 2021-06-30.

Added: Schwab US Dividend Equity ETF (SCHD)

Great Diamond Partners, LLC added to a holding in Schwab US Dividend Equity ETF by 20.83%. The purchase prices were between $72.4 and $77.09, with an estimated average price of $75.21. The stock is now traded at around $75.989100. The impact to a portfolio due to this purchase was 0.06%. The holding were 14,882 shares as of 2021-06-30.

Added: Vanguard International Dividend Appreciation ETF (VIGI)

Great Diamond Partners, LLC added to a holding in Vanguard International Dividend Appreciation ETF by 24.98%. The purchase prices were between $82.43 and $88.85, with an estimated average price of $85.94. The stock is now traded at around $87.325000. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,484 shares as of 2021-06-30.

Sold Out: iShares Russell 2000 Growth ETF (IWO)

Great Diamond Partners, LLC sold out a holding in iShares Russell 2000 Growth ETF. The sale prices were between $278.62 and $313.17, with an estimated average price of $300.77.

Sold Out: Sysco Corp (SYY)

Great Diamond Partners, LLC sold out a holding in Sysco Corp. The sale prices were between $74.71 and $86.26, with an estimated average price of $80.68.

Sold Out: Invesco Solar ETF (TAN)

Great Diamond Partners, LLC sold out a holding in Invesco Solar ETF. The sale prices were between $69.1 and $91.88, with an estimated average price of $81.51.

Sold Out: LPL Financial Holdings Inc (LPLA)

Great Diamond Partners, LLC sold out a holding in LPL Financial Holdings Inc. The sale prices were between $134.61 and $156.7, with an estimated average price of $145.39.

Sold Out: Thermo Fisher Scientific Inc (TMO)

Great Diamond Partners, LLC sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $441 and $508.24, with an estimated average price of $471.32.



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