Fund Holdings — Accordant Advisory Group Inc

Total Portfolio Value
$146.98M
Total Bought
$24.48M
Total Sold
$12.72M
Net Transaction
+$11.77M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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URANIUM ROYALTY CORP2,441,7022,450,607+8,9056,10410,5387.17%+4,433
ABRDN PHYSICAL PLATINUM SHARES ETF024,497+24,49703,5002.38%+3,500
SPROTT PHYSICAL SILVER TRUST(PSLV)530,399543,471+13,0726,4928,5325.81%+2,040
CENTERRA GOLD INC(CGAU)0190,027+190,02702,0391.39%+2,039
VANECK MERK GOLD TRUST(OUNZ)288,706293,854+5,1489,20710,9287.44%+1,722
SPROTT PHYSICAL GOLD TRUST(PHYS)371,431374,518+3,0879,41611,0937.55%+1,677
FRANKLIN FTSE BRAZIL ETF
FTSE BRAZIL
219,323283,410+64,0873,9395,3993.67%+1,460
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
119,965149,839+29,8743,8575,1783.52%+1,322
ALAMOS GOLD INC112,645113,780+1,1352,9923,9662.70%+975
ALICO INC50,20267,723+17,5211,6412,3471.60%+707
AGNICO EAGLE MINES LTD(AEM)38,05130,890-7,1614,5255,2073.54%+681
ISHARES SELF-DRIVING EV AND TECH ETF
SELF DRIVNG EV
85,01585,354+3392,6003,1302.13%+530
UBER TECHNOLOGIES INC(UBER)15,50019,888+4,3881,4461,9481.33%+502
DENISON MINES CORP(DNN)340,913354,413+13,5006209750.66%+354
PACER US CASH COWS 100 ETF
US CASH COWS 100
165,165163,640-1,5259,1019,4046.40%+304
NEXGEN ENERGY LTD(NXE)143,635144,817+1,1829971,2960.88%+299
INVESCO S&P 500 EQUAL WEIGHT FINCL ETF
S&P500 EQL FIN
03,477+3,47702700.18%+270
RIO TINTO PLC(RIO)22,16622,534+3681,2931,4871.01%+195
THE ST. JOE CO(JOE)80,49381,017+5243,8404,0092.73%+169
ATLANTIC UNION BANKSHARES CORP(AUB)35,88136,245+3641,1221,2790.87%+157
INNOVAGE HOLDING CORP(INNV)100,000100,00003695160.35%+147
HEALTHPEAK PROPERTIES INC(DOC)79,27079,998+7281,3881,5321.04%+144
VANECK GOLD MINERS ETF
GOLD MINERS ETF
7,3146,717-5973815130.35%+132
RANGE NUCLEAR RENAISSANCE ETF01,949+1,94901270.09%+127
AVANTIS INTERNATIONAL EQUITY ETF34,35433,768-5862,5432,6641.81%+122
ENCORE ENERGY CORP(EU)287,590288,447+8578239260.63%+103
SPDR S&P EMERGING MARKETS DIVIDEND ETF
ST MAR DIVID ETF
02,547+2,5470990.07%+99
SPDR S&P GLOBAL DIVIDEND ETF
ST STR SP GLBDIV
01,349+1,3490980.07%+98
SCHWAB US DIVIDEND EQUITY ETF108,084108,375+2912,8642,9592.01%+94
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
3,8193,481-3382583450.23%+87
APPLE INC(AAPL)1,6041,60403294080.28%+79
JOHNSON & JOHNSON(JNJ)1,9341,931-32953580.24%+63
SPROTT URANIUM MINERS ETF
URANI MINER ETF
8,6687,784-8844154700.32%+55
ALPHABET INC(GOOG)1,2501,100-1502202670.18%+47
T. ROWE PRICE CAPITAL APPREC EQ ETF
CAP APPRECIATION
3,4504,450+1,0001221680.11%+46
RTX CORP(RTX)562762+200821280.09%+45
NORFOLK SOUTHERN CORP(NSC)1,0001,00002563000.20%+44
MICRON TECHNOLOGY INC(MU)100300+20012500.03%+38
ISHARES GLOBAL INFRASTRUCTURE ETF0521+5210320.02%+32
DEMOCRATIC LARGE CAP CORE ETF
DEMCRATIC LG ETF
10,40010,40004054350.30%+30
CORNING INC(GLW)1,0001,000053820.06%+29
VANGUARD S&P 500 ETF55555503153400.23%+25
THE HOME DEPOT INC(HD)45045001651820.12%+17
JPMORGAN CHASE & CO(JPM)50050001451580.11%+13
VALERO ENERGY CORP(VLO)072+720120.01%+12
TRUIST FINANCIAL CORP(TFC)4,2994,29901851970.13%+12
VANGUARD DIVIDEND APPRECIATION ETF1,0131,01302072190.15%+11
ISHARES GOLD TRUST(IAU)1,0001,000062730.05%+10
MASTERCARD INC(MA)7995+1644540.04%+10
F5 INC(FFIV)300300088970.07%+9
SPDR GOLD TR(GLD)170170052600.04%+9
MORGAN STANLEY(MS)470470066750.05%+9
VANECK VDO GAMING AND ESPRTS ETF
VIDEO GMNG ESPRT
300335+3533410.03%+8
SPDR S&P 500 ETF TR(SPY)1501500931000.07%+7
WILLIAMS COMPANIES INC(WMB)90190+1006120.01%+6
GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF
RBTCS ARTFL INTE
0180+180060.00%+6
MICROSOFT CORP(MSFT)678663-153373430.23%+6
ISHARES SELECT DIVIDEND ETF633633084900.06%+6
NVIDIA CORP(NVDA)200200032370.03%+6
FIRST TRUST SMALL CAP VAL ALPHADEX ETF
SML CAP VAL ALPH
1,0001,000050560.04%+5
NEWMONT CORP(NEM)200200012170.01%+5
SPDR BLMBG 1-3 MTH T-BILL ETF
ST STR BLO 1 ETF
056+56050.00%+5
UNITED BANKSHARES INC(UBSI)6,5006,50002372420.16%+5
ENBRIDGE INC(ENB)147232+857120.01%+5
EBAY INC(EBAY)300300022270.02%+5
LUCID DIAGNOSTICS INC(LUCD)04,500+4,500050.00%+5
MOTOROLA SOLUTIONS INC(MSI)122122051560.04%+4
ALTRIA GROUP INC(MO)600600035400.03%+4
CHEVRON CORP(CVX)368368053570.04%+4
ISHARES US HEALTHCARE ETF1,9401,94001101140.08%+4
MARATHON PETROLEUM CORP(MPC)020+20040.00%+4
BERKSHIRE HATHAWAY INC375370-51821860.13%+4
DELL TECHNOLOGIES INC(DELL)200200025280.02%+4
FIRST TRUST SMID CP RISING DIV
SMID RISNG ETF
1,2001,200042460.03%+3
GENERAL DYNAMICS CORP(GD)749649-1002182210.15%+3
PHILLIPS 66(PSX)020+20030.00%+3
MERCK & CO INC(MRK)563563045470.03%+3
ISHARES MSCI GLOBAL SILVER&MTLS MNRS ETF12,9058,495-4,4102302330.16%+3
INTEL CORP(INTC)2002000470.00%+2
VIRTUS DIVID, INTEREST & PREM(NFJ)2,6002,600032340.02%+2
FIRST TRUST VALUE LINE DIVIDEND ETF
SHS
1,0161,016045470.03%+2
QUALCOMM INC(QCOM)200200032330.02%+1
INVESCO QQQ TRUST2828015170.01%+1
GENERAL MILLS INC(GIS)027+27010.00%+1
HOWMET AEROSPACE INC(HWM)133133025260.02%+1
ALLSTATE CORP(ALL)9797020210.01%+1
SYSCO CORP(SYY)150150011120.01%+1
POTLATCHDELTIC CORP400400015160.01%+1
FT NASDAQ ARTFCL INTLLGNC AND RBTC ETF
NASDQ ARTFCIAL
1521520780.01%+1
CAVA GROUP INC(CAVA)011+11010.00%+1
VALE SA5005000550.00%+1
DUKE ENERGY CORP(DUK)100100012120.01%+1
FIRST TRUST CAPITAL STRENGTH ETF200200018190.01%+1
FORTUNE BRANDS INNOVATIONS INC(FBIN)200200010110.01%0
SHOPIFY INC(SHOP)10100110.00%0
DOMINION ENERGY INC(D)71710440.00%0
THE TRAVELERS COMPANIES INC(TRV)28280780.01%0
3M CO(MMM)100100015160.01%0
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
25250660.00%0
AST SPACEMOBILE INC(ASTS)1001000550.00%0
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Accordant Advisory Group Inc — 13F Holdings — Q3 2025 | TickerTrail