Fund HoldingsAccordant Advisory Group Inc

Total Portfolio Value
$134.25M
Total Bought
$51.87M
Total Sold
$19.85M
Net Transaction
+$32.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FRANKLIN FTSE BRAZIL ETF
FTSE BRAZIL
600219,323+218,723103,9392.93%+3,929
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
0119,965+119,96503,8572.87%+3,857
FARMLAND PARTNERS INC01,145,016+1,145,016013,1799.82%+13,179
DIMENSIONAL GLOBAL REAL ESTATE ETF
GLOBAL REAL EST
0107,952+107,95202,8962.16%+2,896
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
072,405+72,40502,8842.15%+2,884
SCHWAB US DIVIDEND EQUITY ETF8,545108,084+99,5392392,8642.13%+2,625
ISHARES SELF-DRIVING EV AND TECH ETF
SELF DRIVNG EV
085,015+85,01502,6001.94%+2,600
AVANTIS INTERNATIONAL EQUITY ETF034,354+34,35402,5431.89%+2,543
OKLO INC(OKLO)040,865+40,86502,2881.70%+2,288
EXPAND ENERGY CORP(EXE)019,444+19,44402,2741.69%+2,274
URANIUM ROYALTY CORP2,334,4862,441,702+107,2164,1096,1044.55%+1,996
ANTERO RESOURCES CORP(AR)040,609+40,60901,6361.22%+1,636
RANGE RESOURCES CORP(RRC)039,596+39,59601,6101.20%+1,610
ISHARES MSCI POLAND ETF
MSCI POLAND ETF
047,080+47,08001,5191.13%+1,519
UBER TECHNOLOGIES INC(UBER)2615,500+15,47421,4461.08%+1,444
HEALTHPEAK PROPERTIES INC(DOC)079,270+79,27001,3881.03%+1,388
PEPSICO INC(PEP)010,645+10,64501,4061.05%+1,406
SPROTT PHYSICAL GOLD TRUST(PHYS)336,088371,431+35,3438,0869,4167.01%+1,329
RIO TINTO PLC(RIO)022,166+22,16601,2930.96%+1,293
RAYONIER INC(RYN)056,820+56,82001,2600.94%+1,260
ATLANTIC UNION BANKSHARES CORP(AUB)035,881+35,88101,1220.84%+1,122
ALAMOS GOLD INC73,783112,645+38,8621,9732,9922.23%+1,019
VANECK MERK GOLD TRUST(OUNZ)275,798288,706+12,9088,3139,2076.86%+894
AGNICO EAGLE MINES LTD(AEM)36,55938,051+1,4923,9634,5253.37%+562
SPROTT PHYSICAL SILVER TRUST(PSLV)511,989530,399+18,4105,9396,4924.84%+553
ENCORE ENERGY CORP0287,590+287,59008230.61%+823
PACER US CASH COWS 100 ETF
US CASH COWS 100
158,980165,165+6,1858,7069,1016.78%+395
VANECK GOLD MINERS ETF
GOLD MINERS ETF
07,314+7,31403810.28%+381
NEXGEN ENERGY LTD(NXE)139,209143,635+4,4266259970.74%+372
ALICO INC43,88150,202+6,3211,3091,6411.22%+331
THE ST. JOE CO(JOE)75,33180,493+5,1623,5373,8402.86%+303
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
03,819+3,81902580.19%+258
ISHARES MSCI GLOBAL SILVER&MTLS MNRS ETF012,905+12,90502300.17%+230
DENISON MINES CORP(DNN)0340,913+340,91306200.46%+620
SPROTT URANIUM MINERS ETF
URANI MINER ETF
08,668+8,66804150.31%+415
T. ROWE PRICE CAPITAL APPREC EQ ETF
CAP APPRECIATION
03,450+3,45001220.09%+122
SPDR S&P 500 ETF(SPY)0150+1500930.07%+93
MICROSOFT CORP(MSFT)0678+67803370.25%+337
TEJON RANCH CO034,219+34,21905800.43%+580
BRISTOL-MYERS SQUIBB CO(BMY)5802,312+1,732351070.08%+72
INNOVAGE HOLDING CORP(INNV)0100,000+100,00003690.27%+369
SPROTT PHYSICAL GOLD AND SILVER TRUST(CEF)25,64626,042+3967297840.58%+55
DEMOCRATIC LARGE CAP CORE ETF
DEMCRATIC LG ETF
010,400+10,40004050.30%+405
VANECK VDO GAMING AND ESPRTS ETF
VIDEO GMNG ESPRT
0300+3000330.02%+33
VANGUARD S&P 500 ETF0555+55503150.23%+315
ALPHABET INC(GOOG)1,2501,25001932200.16%+27
GLADSTONE LAND CORP248,683259,580+10,8972,6162,6401.97%+24
JPMORGAN CHASE & CO(JPM)501500-11231450.11%+22
MARRIOTT INTERNATIONAL INC(MAR)0600+60001640.12%+164
FORTINET INC(FTNT)2,1672,16702092290.17%+20
META PLATFORMS INC(META)0105+1050770.06%+77
AMAZON.COM INC(AMZN)446476+30851040.08%+20
NORFOLK SOUTHERN CORP(NSC)1,0001,00002372560.19%+19
GENERAL DYNAMICS CORP(GD)74974902042180.16%+14
PHILIP MORRIS INTERNATIONAL INC(PM)603600-3961090.08%+14
DEERE & CO(DE)33633601581710.13%+13
HONEYWELL INTERNATIONAL INC(HON)0488+48801140.08%+114
UNITED BANKSHARES INC(UBSI)06,500+6,50002370.18%+237
MORGAN STANLEY(MS)0470+4700660.05%+66
VANGUARD DIVIDEND APPRECIATION ETF01,013+1,01302070.15%+207
ORACLE CORP(ORCL)0130+1300280.02%+28
CAPITAL ONE FINANCIAL CORP(COF)300300054640.05%+10
NVIDIA CORP(NVDA)0200+2000320.02%+32
CISCO SYSTEMS INC(CSCO)600669+6937460.03%+9
F5 INC(FFIV)300300080880.07%+8
TRUIST FINANCIAL CORP(TFC)04,299+4,29901850.14%+185
RTX CORP(RTX)562562074820.06%+8
HOWMET AEROSPACE INC(HWM)133133017250.02%+8
CORNING INC(GLW)01,000+1,0000530.04%+53
COCA-COLA CO(KO)513613+10037430.03%+7
AELUMA INC0400+400070.00%+7
DELL TECHNOLOGIES INC(DELL)0200+2000250.02%+25
EMERSON ELECTRIC CO(EMR)0256+2560340.03%+34
AST SPACEMOBILE INC(ASTS)0100+100050.00%+5
INTEL CORP(INTC)0200+200040.00%+4
WISDOMTREE JAPAN HEDGED EQUITY ETF(WT)200231+3122260.02%+4
ARES CAPITAL CORP(ARCC)400599+1999130.01%+4
INTERNATIONAL BUSINESS MACHINES CORP(IBM)9292023270.02%+4
ALTIMMUNE INC01,000+1,000040.00%+4
MICRON TECHNOLOGY INC(MU)10010009120.01%+4
CARRIER GLOBAL CORP(CARR)0362+3620260.02%+26
MEDTRONIC PLC(MDT)040+40030.00%+3
ISHARES GOLD TRUST(IAU)01,000+1,0000620.05%+62
FIDELITY NATIONAL INFORMATION SERVICES INC(FIS)041+41030.00%+3
NUSCALE POWER CORP(SMR)080+80030.00%+3
AMERIPRISE FINANCIAL INC(AMP)060+600320.02%+32
PAYPAL HOLDINGS INC(PYPL)0300+3000220.02%+22
CATERPILLAR INC(CAT)06+6020.00%+2
INVESCO QQQ TRUST028+280150.01%+15
IRON MOUNTAIN INC(IRM)0137+1370140.01%+14
FORD MOTOR CO(F)0200+200020.00%+2
KINDER MORGAN INC(KMI)02,480+2,4800730.05%+73
FIRST TRUST SMID CP RISING DIV ACHV ETF
SMID RISNG ETF
01,200+1,2000420.03%+42
FIRST TRUST NASDAQ CLN EDGE STGIDIFSETF
NASDQ CLN EDGE
015+15020.00%+2
EBAY INC(EBAY)300300020220.02%+2
FT NASDAQ ARTFCL INTLLGNC AND RBTC ETF
NASDQ ARTFCIAL
0152+152070.01%+7
SHOPIFY INC(SHOP)010+10010.00%+1
ABBVIE INC(ABBV)06+6010.00%+1
ISHARES EXPONENTIAL TECHNOLOGIES ETF
FUTU EXPO TE ETF
015+15010.00%+1
DRAFTKINGS INC(DKNG)1001000340.00%+1
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