Fund HoldingsAccordant Advisory Group Inc

Total Portfolio Value
$102.27M
Total Bought
$41.29M
Total Sold
$40.68M
Net Transaction
+$615.2K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANECK MERK GOLD TRUST(OUNZ)0275,798+275,79808,3138.13%+8,313
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
0119,013+119,01306,0355.90%+6,035
INVESCO S&P SMALLCAP QUALITY ETF
S&P SMLCAP QTY
33,255186,176+152,9211,4087,3587.19%+5,949
PGIM AAA CLO ETF
AAA CLO ETF
079,079+79,07904,0583.97%+4,058
URANIUM ROYALTY CORP285,0772,334,486+2,049,4096244,1094.02%+3,484
AGNICO EAGLE MINES LTD(AEM)036,559+36,55903,9633.88%+3,963
SPROTT PHYSICAL GOLD TRUST(PHYS)279,071336,088+57,0175,6208,0867.91%+2,466
ALAMOS GOLD INC37,89773,783+35,8866991,9731.93%+1,274
THE ST. JOE CO(JOE)52,22775,331+23,1042,3473,5373.46%+1,190
WEYERHAEUSER CO(WY)0115,705+115,70503,3883.31%+3,388
SPROTT PHYSICAL SILVER TRUST(PSLV)511,881511,989+1084,9405,9395.81%+999
GLADSTONE LAND CORP179,355248,683+69,3281,9462,6162.56%+670
ALICO INC043,881+43,88101,3091.28%+1,309
CHEVRON CORP(CVX)014,794+14,79402,4752.42%+2,475
PACER US CASH COWS 100 ETF
US CASH COWS 100
149,802158,980+9,1788,4618,7068.51%+245
PORTMAN RIDGE FINANCE CORP50015,500+15,00082220.22%+214
ALPHABET INC(GOOG)01,250+1,25001930.19%+193
BERKSHIRE HATHAWAY INC115350+235521860.18%+134
SPROTT PHYSICAL GOLD AND SILVER TRUST(CEF)25,51725,646+1296067290.71%+122
SCHWAB US DIVIDEND EQUITY ETF08,545+8,54502390.23%+239
APPLE INC(AAPL)01,604+1,60403560.35%+356
AMAZON.COM INC(AMZN)125446+32127850.08%+57
NEXGEN ENERGY LTD(NXE)0139,209+139,20906250.61%+625
PHILIP MORRIS INTERNATIONAL INC(PM)603603073960.09%+23
DEERE & CO(DE)33633601421580.15%+15
INSPERITY INC(NSP)01,200+1,20001070.10%+107
TEXAS PACIFIC LAND CORP(TPL)09+90120.01%+12
AMERICAN TOWER CORP(AMT)0211+2110460.04%+46
SPDR GOLD SHARES(GLD)184184045530.05%+8
ISHARES CORE MSCI TOTAL INTL STK ETF
CORE MSCI TOTAL
0111+111080.01%+8
AT&T INC(T)1,3001,300030370.04%+7
GENERAL DYNAMICS CORP(GD)0749+74902040.20%+204
MARKEL GROUP INC(MKL)03+3060.01%+6
RTX CORP(RTX)0562+5620740.07%+74
ISHARES US HEALTHCARE ETF01,940+1,94001180.12%+118
ALTRIA GROUP INC(MO)625625033380.04%+5
F5 INC(FFIV)300300075800.08%+4
MASTERCARD INC(MA)7681+540440.04%+4
VERIZON COMMUNICATIONS INC(VZ)0777+7770350.03%+35
INTERCONTINENTAL EXCHANGE INC(ICE)175175026300.03%+4
VISA INC(V)113113036400.04%+4
FORTINET INC(FTNT)2,1672,16702052090.20%+4
VERTEX PHARMACEUTICALS INC(VRTX)07+7030.00%+3
CROWN CASTLE INC(CCI)0250+2500260.03%+26
CRH PLC
ORD
035+35030.00%+3
LANTHEUS HOLDINGS INC(LNTH)030+30030.00%+3
ATLANTA BRAVES HOLDINGS INC065+65030.00%+3
JPMORGAN CHASE & CO(JPM)50150101201230.12%+3
HOWMET AEROSPACE INC(HWM)133133015170.02%+3
INTERNATIONAL BUSINESS MACHINES CORP(IBM)9292020230.02%+3
CME GROUP INC(CME)010+10030.00%+3
BRISTOL-MYERS SQUIBB CO(BMY)580580033350.03%+3
LAM RESEARCH CORP(LRCX)035+35030.00%+3
ENTERPRISE PRODUCTS PARTNERS LP(EPD)896896028310.03%+2
POTLATCHDELTIC CORP400400016180.02%+2
LINDE PLC(LIN)05+5020.00%+2
KIMBERLY-CLARK CORP(KMB)207207027290.03%+2
ABBOTT LABORATORIES115115013150.01%+2
NORFOLK SOUTHERN CORP(NSC)01,000+1,00002370.23%+237
SALESFORCE INC(CRM)08+8020.00%+2
OTIS WORLDWIDE CORP(OTIS)181181017190.02%+2
ISHARES SELECT DIVIDEND ETF633633083850.08%+2
UBER TECHNOLOGIES INC(UBER)026+26020.00%+2
ALLISON TRANSMISSION HOLDINGS INC(ALSN)019+19020.00%+2
3M CO(MMM)100100013150.01%+2
EBAY INC(EBAY)300300019200.02%+2
DUKE ENERGY CORP(DUK)112112012140.01%+2
CISCO SYSTEMS INC(CSCO)600600036370.04%+2
FRANKLIN FTSE BRAZIL ETF
FTSE BRAZIL
60060008100.01%+1
ALLSTATE CORP(ALL)9797019200.02%+1
PROCTER & GAMBLE CO(PG)461461077790.08%+1
DISCOVER FINANCIAL SERVICES07+7010.00%+1
FIRST TRUST VALUE LINE DIVIDEND ETF
SHS
1,0161,016044450.04%+1
COCA-COLA CO(KO)0513+5130370.04%+37
INTUITIVE MACHINES INC(LUNR)0100+100010.00%+1
COLGATE-PALMOLIVE CO(CL)0260+2600240.02%+24
THE TRAVELERS COMPANIES INC(TRV)28280770.01%+1
QUALCOMM INC(QCOM)0214+2140330.03%+33
VALE SA5005000450.00%+1
MANULIFE FINANCIAL CORP(MFC)1,1821,182036370.04%+1
CHARTER COMMUNICATIONS INC(CHTR)20200770.01%+1
WILLIAMS COMPANIES INC(WMB)090+90050.01%+5
FIRST TRUST CAPITAL STRENGTH ETF200200018180.02%0
CAPITAL ONE FINANCIAL CORP(COF)300300053540.05%0
ENBRIDGE INC(ENB)1471470670.01%0
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
25250670.01%0
MICRON TECHNOLOGY INC(MU)1001000890.01%0
DOMINION ENERGY INC(D)71710440.00%0
WASTE MANAGEMENT INC(WM)550110.00%0
ARES CAPITAL CORP(ARCC)4004000990.01%0
WISDOMTREE JAPAN HEDGED EQUITY ETF(WT)200200022220.02%-0
MONDELEZ INTERNATIONAL INC(MDLZ)0269+2690180.02%+18
BANK OF AMERICA CORP54540220.00%-0
PJT PARTNERS INC(PJT)770110.00%-0
HP INC(HPQ)31310110.00%-0
HEWLETT PACKARD ENTERPRISE CO(HPE)31310100.00%-0
SYSCO CORP(SYY)150150011110.01%-0
ARCADIUM LITHIUM PLC500-5000-0
MASTERBRAND INC(MBC)2002000330.00%-0
DRAFTKINGS INC(DKNG)1001000430.00%-0
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