Fund HoldingsAccordant Advisory Group Inc

Total Portfolio Value
$144.91M
Total Bought
$43.63M
Total Sold
$43.98M
Net Transaction
-$353.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPROTT PHYSICAL SILVER TRUST(PSLV)0520,930+520,930012,3208.50%+12,320
SPROTT PHYSICAL GOLD TRUST(PHYS)0359,717+359,717011,8788.20%+11,878
LINCOLN NATIONAL CORP(LNC)041,744+41,74401,8591.28%+1,859
THE ST. JOE CO(JOE)81,01797,051+16,0344,0095,7623.98%+1,753
JACKSON FINANCIAL INC(JXN)015,731+15,73101,6781.16%+1,678
PERPETUA RESOURCES CORP(PPTA)067,733+67,73301,6401.13%+1,640
VANECK MERK GOLD TRUST(OUNZ)293,854298,712+4,85810,92812,3918.55%+1,462
PACER US CASH COWS 100 ETF
US CASH COWS 100
163,640178,789+15,1499,40410,7587.42%+1,353
ABRDN PHYSICAL PLATINUM SHARES ETF24,49725,647+1,1503,5004,7813.30%+1,281
ALICO INC67,72394,411+26,6882,3473,4352.37%+1,087
SPROTT PHYSICAL GOLD AND SILVER TRUST(CEF)020,766+20,76609510.66%+951
RIO TINTO PLC(RIO)010,421+10,42108340.58%+834
CENTERRA GOLD INC(CGAU)190,027189,821-2062,0392,7281.88%+689
ALAMOS GOLD INC113,780114,001+2213,9664,3983.04%+432
ISHARES MSCI POLAND ETF
MSCI POLAND ETF
054,905+54,90501,9321.33%+1,932
FARMLAND PARTNERS INC01,337,831+1,337,831012,9648.95%+12,964
ANTERO RESOURCES CORP(AR)048,189+48,18901,6611.15%+1,661
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
06,594+6,59402540.18%+254
TEJON RANCH CO049,528+49,52807810.54%+781
AGNICO EAGLE MINES LTD(AEM)30,89031,903+1,0135,2075,4093.73%+202
UNITED PARCEL SERVICE INC(UPS)014,505+14,50501,4390.99%+1,439
T. ROWE PRICE CAPITAL APPREC EQ ETF
CAP APPRECIATION
4,4508,550+4,1001683270.23%+159
SPDR S&P EMERGING MARKETS DIVIDEND ETF
ST MAR DIVID ETF
2,5475,396+2,849992110.15%+112
ISHARES SELF-DRIVING EV AND TECH ETF
SELF DRIVNG EV
85,35485,163-1913,1303,2302.23%+100
WISDOMTREE JAPAN HEDGED EQUITY ETF(WT)0731+73101050.07%+105
AVANTIS INTERNATIONAL EQUITY ETF33,76833,349-4192,6642,7451.89%+81
ALPHABET INC(GOOG)1,1001,10002673440.24%+77
DENISON MINES CORP(DNN)354,413394,420+40,0079751,0490.72%+75
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
3,4813,674+1933454180.29%+73
SPDR S&P GLOBAL DIVIDEND ETF
ST STR SP GLBDIV
1,3492,267+918981710.12%+73
CAMBRIA SHAREHOLDER YIELD ETF01,000+1,0000700.05%+70
ISHARES MSCI GLOBAL SILVER&MTLS MNRS ETF8,4958,716+2212332990.21%+66
APPLE INC(AAPL)1,6041,704+1004084630.32%+55
EXPAND ENERGY CORP(EXE)019,773+19,77302,1821.51%+2,182
GILEAD SCIENCES INC(GILD)0350+3500430.03%+43
JOHNSON & JOHNSON(JNJ)1,9311,93103584000.28%+42
DAY HAGAN SMART SECTOR ETF
DAY HAGAN SMART
0755+7550370.03%+37
WILLIAMS COMPANIES INC(WMB)190807+61712490.03%+36
MICRON TECHNOLOGY INC(MU)300300050860.06%+35
INTERNATIONAL BUSINESS MACHINES CORP(IBM)0192+1920570.04%+57
CHENIERE ENERGY INC(LNG)0150+1500290.02%+29
CVS HEALTH CORP(CVS)0300+3000240.02%+24
NEWMONT CORP(NEM)200407+20717410.03%+24
NEXGEN ENERGY LTD(NXE)144,817143,412-1,4051,2961,3190.91%+23
PHILLIPS 66(PSX)20200+1803260.02%+23
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
0852+8520610.04%+61
VALERO ENERGY CORP(VLO)72212+14012350.02%+22
BOEING CO(BA)0100+1000220.01%+22
LINDE PLC(LIN)050+500210.01%+21
CISCO SYSTEMS INC(CSCO)0800+8000620.04%+62
T. ROWE PRICE GROUP INC(TROW)0200+2000200.01%+20
DIGITAL REALTY TRUST INC(DLR)0125+1250190.01%+19
VERIZON COMMUNICATIONS INC(VZ)0827+8270340.02%+34
EXXON MOBIL CORP0150+1500180.01%+18
ARCHER-DANIELS-MIDLAND CO0306+3060180.01%+18
GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF
RBTCS ARTFL INTE
180649+4696240.02%+17
3M CO(MMM)100201+10116320.02%+17
MARATHON PETROLEUM CORP(MPC)20120+1004200.01%+16
ISHARES MSCI EMERGING MKTS EX CHINA ETF
MSCI EMRG CHN
0200+2000150.01%+15
FIRST TRUST CLOUD COMPUTING ETF
CLOUD COMPUTING
0100+1000130.01%+13
ISHARES US HEALTHCARE ETF1,9401,94001141260.09%+12
MERCK & CO INC(MRK)563563047590.04%+12
LUCID DIAGNOSTICS INC4,50014,300+9,8005160.01%+11
STELLANTIS NV(STLA)01,000+1,0000110.01%+11
BP PLC(BP)0300+3000100.01%+10
CAMECO CORP(CCJ)0109+1090100.01%+10
DEMOCRATIC LARGE CAP CORE ETF
DEMCRATIC LG ETF
10,40010,40004354440.31%+9
MORGAN STANLEY(MS)470470075830.06%+9
VANGUARD S&P 500 ETF55555503403480.24%+8
UNITED BANKSHARES INC(UBSI)6,5006,50002422500.17%+8
ISHARES FUTURE EXPONENTIAL TECHS ETF
FUTU EXPO TE ETF
098+98070.00%+7
MANULIFE FINANCIAL CORP(MFC)01,182+1,1820430.03%+43
SOLSTICE ADVANCED MATERIALS INC(SOLS)0119+119060.00%+6
BRISTOL-MYERS SQUIBB CO(BMY)0583+5830310.02%+31
BCP INVESTMENT CORP016,060+16,06001900.13%+190
RANGE NUCLEAR RENAISSANCE ETF1,9492,065+1161271310.09%+4
AMAZON.COM INC(AMZN)0376+3760870.06%+87
VANGUARD DIVIDEND APPRECIATION ETF1,0131,01302192230.15%+4
DEERE & CO(DE)0336+33601560.11%+156
NORFOLK SOUTHERN CORP(NSC)1,0001,050+503003030.21%+3
AST SPACEMOBILE INC(ASTS)1001000570.01%+2
PEPSICO INC(PEP)0541+5410780.05%+78
HOWMET AEROSPACE INC(HWM)133133026270.02%+1
TRIPLEPOINT VENTURE GROWTH BDC CORP01,400+1,400090.01%+9
VISA INC(V)0101+1010350.02%+35
QUALCOMM INC(QCOM)200200033340.02%+1
FIRST TRUST SMALL CAP VAL ALPHADEX ETF
SML CAP VAL ALPH
1,0001,000056570.04%+1
ENTERPRISE PRODUCTS PARTNERS LP(EPD)0896+8960290.02%+29
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
25250670.00%+1
BARRICK MINING CORP(B)018+18010.00%+1
ISHARES GLOBAL INFRASTRUCTURE ETF521527+632320.02%0
NUCOR CORP(NUE)03+3000.00%0
PACCAR INC(PCAR)04+4000.00%0
D.R. HORTON INC(DHI)03+3000.00%0
AELUMA INC0400+400070.00%+7
EMERSON ELECTRIC CO(EMR)0256+2560340.02%+34
INVESCO QQQ TRUST2828017170.01%0
WEST FRASER TIMBER CO.LTD(WFG)06+6000.00%0
FIRST TRUST SMID CP RISING DIV ACHV ETF
SMID RISNG ETF
1,2001,200046460.03%0
HORIZON KINETICS INFLATION BNFCRS ETF
HORI KI INFL ETF
08+8000.00%0
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