Accordant Advisory Group Inc Diversified Active

Location: Annapolis, MD

CIK: 0002013499 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 22, 2026

Total Value: $145M (100.0% shares, 0.0% debt)

Holdings (175)

FPI FARMLAND PARTNERS INC 8.9%
Value $12.96M Shares 1,337,831 Est. Cost $10.89 Unrealized
OUNZ VANECK MERK GOLD TRUST 8.6%
Value $12.39M Shares 298,712 Est. Cost $24.24 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST 8.5%
Value $12.32M Shares 520,930 Est. Cost $8.84 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 8.2%
Value $11.88M Shares 359,717 Est. Cost $19.38 Unrealized
COWZ PACER US CASH COWS 100 ETF 7.4%
Value $10.76M Shares 178,789 Est. Cost $57.81 Unrealized
UROY URANIUM ROYALTY CORP 6.0%
Value $8.746M Shares 2,470,489 Est. Cost $2.19 Unrealized +79.0%
JOE THE ST. JOE CO 4.0%
Value $5.762M Shares 97,051 Est. Cost $52.15 Unrealized +7.4%
AEM AGNICO EAGLE MINES LTD 3.7%
Value $5.409M Shares 31,903 Est. Cost $78.76 Unrealized +113.1%
FLBR FRANKLIN FTSE BRAZIL ETF 3.7%
Value $5.368M Shares 281,773 Est. Cost $18.20 Unrealized
FLJP FRANKLIN FTSE JAPAN ETF 3.6%
Value $5.158M Shares 149,732 Est. Cost $32.63 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 3.3%
Value $4.781M Shares 25,647 Est. Cost $144.83 Unrealized
AGI ALAMOS GOLD INC 3.0%
Value $4.398M Shares 114,001 Est. Cost $22.93 Unrealized +51.9%
ALCO ALICO INC 2.4%
Value $3.435M Shares 94,411 Est. Cost $31.26 Unrealized +11.3%
IDRV ISHARES SELF-DRIVING EV AND TECH ETF 2.2%
Value $3.23M Shares 85,163 Est. Cost $30.58 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 1.9%
Value $2.745M Shares 33,349 Est. Cost $74.01 Unrealized
CGAU CENTERRA GOLD INC 1.9%
Value $2.728M Shares 189,821 Est. Cost $7.98 Unrealized +56.9%
EXE EXPAND ENERGY CORP 1.5%
Value $2.182M Shares 19,773 Est. Cost $108.78 Unrealized +1.7%
EPOL ISHARES MSCI POLAND ETF 1.3%
Value $1.932M Shares 54,905 Est. Cost $32.70 Unrealized
LNC LINCOLN NATIONAL CORP 1.3%
Value $1.859M Shares 41,744 Est. Cost $41.17 Unrealized 0.0%
JXN JACKSON FINANCIAL INC 1.2%
Value $1.678M Shares 15,731 Est. Cost $98.91 Unrealized 0.0%
AR ANTERO RESOURCES CORP 1.1%
Value $1.661M Shares 48,189 Est. Cost $37.23 Unrealized -9.0%
PPTA PERPETUA RESOURCES CORP 1.1%
Value $1.64M Shares 67,733 Est. Cost $24.60 Unrealized 0.0%
RRC RANGE RESOURCES CORP 1.0%
Value $1.491M Shares 42,294 Est. Cost $37.63 Unrealized -1.0%
UPS UNITED PARCEL SERVICE INC 1.0%
Value $1.439M Shares 14,505 Est. Cost $127.95 Unrealized -27.5%
NXE NEXGEN ENERGY LTD 0.9%
Value $1.319M Shares 143,412 Est. Cost $7.00 Unrealized +26.2%
AUB ATLANTIC UNION BANKSHARES CORP 0.9%
Value $1.242M Shares 35,178 Est. Cost $27.84 Unrealized +21.6%
LAND GLADSTONE LAND CORP 0.8%
Value $1.177M Shares 128,650 Est. Cost $11.77 Unrealized
DNN DENISON MINES CORP 0.7%
Value $1.049M Shares 394,420 Est. Cost $2.19 Unrealized +24.4%
CEF SPROTT PHYSICAL GOLD AND SILVER TRUST 0.7%
Value $951K Shares 20,766 Est. Cost $21.75 Unrealized
RIO RIO TINTO PLC 0.6%
Value $834K Shares 10,421 Est. Cost $58.46 Unrealized
TRC TEJON RANCH CO 0.5%
Value $781K Shares 49,528 Est. Cost $16.17 Unrealized -1.4%
EU ENCORE ENERGY CORP 0.5%
Value $734K Shares 295,798 Est. Cost $3.58 Unrealized -20.2%
OKLO OKLO INC 0.4%
Value $596K Shares 8,300 Est. Cost $38.57 Unrealized +189.1%
GDX VANECK GOLD MINERS ETF 0.4%
Value $509K Shares 5,938 Est. Cost $52.06 Unrealized
AAPL APPLE INC 0.3%
Value $463K Shares 1,704 Est. Cost $200.70 Unrealized +33.7%
DEMZ DEMOCRATIC LARGE CAP CORE ETF 0.3%
Value $444K Shares 10,400 Est. Cost $33.15 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.3%
Value $433K Shares 7,882 Est. Cost $46.36 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.3%
Value $418K Shares 3,674 Est. Cost $70.02 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $400K Shares 1,931 Est. Cost $143.84 Unrealized +37.0%
VOO VANGUARD S&P 500 ETF 0.2%
Value $348K Shares 555 Est. Cost $480.70 Unrealized
GOOGL ALPHABET INC 0.2%
Value $344K Shares 1,100 Est. Cost $180.70 Unrealized +58.1%
TCAF T. ROWE PRICE CAPITAL APPREC EQ ETF 0.2%
Value $327K Shares 8,550 Est. Cost $36.97 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $311K Shares 643 Est. Cost $402.09 Unrealized +24.5%
NSC NORFOLK SOUTHERN CORP 0.2%
Value $303K Shares 1,050 Est. Cost $235.65 Unrealized +22.5%
SLVP ISHARES MSCI GLOBAL SILVER&MTLS MNRS ETF 0.2%
Value $299K Shares 8,716 Est. Cost $18.23 Unrealized
FLIN FRANKLIN FTSE INDIA ETF 0.2%
Value $254K Shares 6,594 Est. Cost $38.59 Unrealized
UBSI UNITED BANKSHARES INC 0.2%
Value $250K Shares 6,500 Est. Cost $35.35 Unrealized +5.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value $223K Shares 1,013 Est. Cost $182.61 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $219K Shares 651 Est. Cost $261.81 Unrealized +30.2%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.1%
Value $211K Shares 5,396 Est. Cost $39.01 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value $192K Shares 7,005 Est. Cost $27.58 Unrealized
BCIC BCP INVESTMENT CORP 0.1%
Value $190K Shares 16,060 Est. Cost $14.16 Unrealized -15.8%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value $186K Shares 370 Est. Cost $459.14 Unrealized +8.4%
WDIV SPDR S&P GLOBAL DIVIDEND ETF 0.1%
Value $171K Shares 2,267 Est. Cost $73.81 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value $170K Shares 3,463 Est. Cost $38.16 Unrealized +20.0%
DE DEERE & CO 0.1%
Value $156K Shares 336 Est. Cost $372.54 Unrealized +25.5%
NUKZ RANGE NUCLEAR RENAISSANCE ETF 0.1%
Value $131K Shares 2,065 Est. Cost $64.95 Unrealized
IYH ISHARES US HEALTHCARE ETF 0.1%
Value $126K Shares 1,940 Est. Cost $61.90 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.1%
Value $119K Shares 385 Est. Cost $229.79 Unrealized +24.2%
DXJ WISDOMTREE JAPAN HEDGED EQUITY ETF 0.1%
Value $105K Shares 731 Est. Cost $138.19 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value $98,879 Shares 145 Est. Cost $617.85 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value $96,240 Shares 600 Est. Cost $84.95 Unrealized +80.8%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value $93,254 Shares 478 Est. Cost $184.25 Unrealized +5.8%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value $89,342 Shares 633 Est. Cost $123.18 Unrealized
AMZN AMAZON.COM INC 0.1%
Value $86,789 Shares 376 Est. Cost $211.37 Unrealized +8.2%
MU MICRON TECHNOLOGY INC 0.1%
Value $85,623 Shares 300 Est. Cost $118.96 Unrealized +92.8%
MS MORGAN STANLEY 0.1%
Value $83,440 Shares 470 Est. Cost $83.21 Unrealized +100.1%
PEP PEPSICO INC 0.1%
Value $77,645 Shares 541 Est. Cost $131.89 Unrealized +10.6%
RTX RTX CORP 0.1%
Value $75,561 Shares 412 Est. Cost $115.86 Unrealized +49.6%
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value $69,520 Shares 1,000 Est. Cost $69.52 Unrealized
META META PLATFORMS INC 0.0%
Value $69,310 Shares 105 Est. Cost $451.47 Unrealized +47.8%
CSCO CISCO SYSTEMS INC 0.0%
Value $61,624 Shares 800 Est. Cost $54.88 Unrealized +34.5%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value $60,876 Shares 852 Est. Cost $64.14 Unrealized
KMI KINDER MORGAN INC 0.0%
Value $59,929 Shares 2,180 Est. Cost $16.01 Unrealized +68.1%
MRK MERCK & CO INC 0.0%
Value $59,262 Shares 563 Est. Cost $115.77 Unrealized -19.5%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.0%
Value $56,873 Shares 192 Est. Cost $238.30 Unrealized +25.4%
FYT FIRST TRUST SMALL CAP VAL ALPHADEX ETF 0.0%
Value $56,686 Shares 1,000 Est. Cost $54.33 Unrealized
CVX CHEVRON CORP 0.0%
Value $56,545 Shares 371 Est. Cost $139.04 Unrealized +8.9%
HD THE HOME DEPOT INC 0.0%
Value $51,615 Shares 150 Est. Cost $349.90 Unrealized +4.2%
WMB WILLIAMS COMPANIES INC 0.0%
Value $48,509 Shares 807 Est. Cost $56.77 Unrealized +5.8%
FVD FIRST TRUST VALUE LINE DIVIDEND ETF 0.0%
Value $46,818 Shares 1,016 Est. Cost $42.23 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $46,766 Shares 122 Est. Cost $352.92 Unrealized +13.6%
SDVY FIRST TRUST SMID CP RISING DIV ACHV ETF 0.0%
Value $45,984 Shares 1,200 Est. Cost $34.82 Unrealized
MA MASTERCARD INC 0.0%
Value $43,387 Shares 76 Est. Cost $477.54 Unrealized +17.0%
GILD GILEAD SCIENCES INC 0.0%
Value $42,959 Shares 350 Est. Cost $120.88 Unrealized 0.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value $42,883 Shares 1,182 Est. Cost $22.98 Unrealized +47.7%
NEM NEWMONT CORP 0.0%
Value $40,639 Shares 407 Est. Cost $62.16 Unrealized +45.1%
IAU ISHARES GOLD TRUST 0.0%
Value $40,585 Shares 500 Est. Cost $42.01 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $37,404 Shares 261 Est. Cost $158.10 Unrealized -6.9%
NVDA NVIDIA CORP 0.0%
Value $37,300 Shares 200 Est. Cost $118.07 Unrealized +57.6%
SSUS DAY HAGAN SMART SECTOR ETF 0.0%
Value $36,807 Shares 755 Est. Cost $48.75 Unrealized
KO COCA-COLA CO 0.0%
Value $35,864 Shares 513 Est. Cost $59.64 Unrealized +16.3%
V VISA INC 0.0%
Value $35,422 Shares 101 Est. Cost $271.87 Unrealized +25.2%
MO ALTRIA GROUP INC 0.0%
Value $34,596 Shares 600 Est. Cost $36.09 Unrealized +64.5%
VLO VALERO ENERGY CORP 0.0%
Value $34,512 Shares 212 Est. Cost $161.69 Unrealized +4.4%
QCOM QUALCOMM INC 0.0%
Value $34,210 Shares 200 Est. Cost $170.94 Unrealized -0.1%
EMR EMERSON ELECTRIC CO 0.0%
Value $33,977 Shares 256 Est. Cost $99.38 Unrealized +33.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $33,684 Shares 827 Est. Cost $39.25 Unrealized +3.2%
VIRTUS DIVID, INTEREST & PREM 0.0%
Value $33,514 Shares 2,600 Est. Cost $12.78 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value $32,337 Shares 527 Est. Cost $61.12 Unrealized
T AT&T INC 0.0%
Value $32,292 Shares 1,300 Est. Cost $15.62 Unrealized +61.9%
MMM 3M CO 0.0%
Value $32,181 Shares 201 Est. Cost $145.86 Unrealized +11.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $31,448 Shares 583 Est. Cost $46.94 Unrealized +1.2%
ESPO VANECK VDO GAMING AND ESPRTS ETF 0.0%
Value $31,082 Shares 300 Est. Cost $110.76 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $29,159 Shares 150 Est. Cost $209.99 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value $28,726 Shares 896 Est. Cost $29.18 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $27,268 Shares 133 Est. Cost $89.95 Unrealized +121.2%
PSX PHILLIPS 66 0.0%
Value $25,808 Shares 200 Est. Cost $133.25 Unrealized +0.6%
CVS CVS HEALTH CORP 0.0%
Value $23,808 Shares 300 Est. Cost $78.67 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF 0.0%
Value $23,514 Shares 649 Est. Cost $36.01 Unrealized
BA BOEING CO 0.0%
Value $21,712 Shares 100 Est. Cost $205.66 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value $21,320 Shares 50 Est. Cost $427.28 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value $20,885 Shares 207 Est. Cost $114.08 Unrealized -5.0%
TROW T. ROWE PRICE GROUP INC 0.0%
Value $20,476 Shares 200 Est. Cost $102.19 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value $20,191 Shares 97 Est. Cost $151.93 Unrealized +34.3%
MPC MARATHON PETROLEUM CORP 0.0%
Value $19,516 Shares 120 Est. Cost $184.41 Unrealized +1.1%
DLR DIGITAL REALTY TRUST INC 0.0%
Value $19,339 Shares 125 Est. Cost $163.13 Unrealized 0.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value $18,503 Shares 200 Est. Cost $85.65 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $18,051 Shares 150 Est. Cost $115.49 Unrealized 0.0%
ADM ARCHER-DANIELS-MIDLAND CO 0.0%
Value $17,592 Shares 306 Est. Cost $59.48 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.0%
Value $17,201 Shares 28 Est. Cost $444.00 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $16,749 Shares 707 Est. Cost $30.62 Unrealized -24.9%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value $16,196 Shares 100 Est. Cost $129.80 Unrealized +20.3%
LUCD LUCID DIAGNOSTICS INC 0.0%
Value $15,587 Shares 14,300 Est. Cost $1.11 Unrealized +0.7%
EMXC ISHARES MSCI EMERGING MKTS EX CHINA ETF 0.0%
Value $14,536 Shares 200 Est. Cost $72.68 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $14,481 Shares 269 Est. Cost $67.78 Unrealized -15.8%
ABT ABBOTT LABORATORIES 0.0%
Value $14,409 Shares 115 Est. Cost $110.78 Unrealized +14.9%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $13,008 Shares 100 Est. Cost $130.08 Unrealized
IRM IRON MOUNTAIN INC 0.0%
Value $11,365 Shares 137 Est. Cost $102.07 Unrealized -9.1%
SYY SYSCO CORP 0.0%
Value $11,054 Shares 150 Est. Cost $72.12 Unrealized +4.7%
STLA STELLANTIS NV 0.0%
Value $10,890 Shares 1,000 Est. Cost $10.89 Unrealized
BP BP PLC 0.0%
Value $10,419 Shares 300 Est. Cost $34.73 Unrealized
CCJ CAMECO CORP 0.0%
Value $9,973 Shares 109 Est. Cost $89.94 Unrealized 0.0%
TPVG TRIPLEPOINT VENTURE GROWTH BDC CORP 0.0%
Value $9,156 Shares 1,400 Est. Cost $10.61 Unrealized -43.5%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value $8,122 Shares 28 Est. Cost $206.72 Unrealized +35.7%
ROBT FT NASDAQ ARTFCL INTLLGNC AND RBTC ETF 0.0%
Value $7,884 Shares 152 Est. Cost $45.24 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.0%
Value $7,755 Shares 27 Est. Cost $351.11 Unrealized -13.1%
ASTS AST SPACEMOBILE INC 0.0%
Value $7,263 Shares 100 Est. Cost $28.95 Unrealized +146.5%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $7,197 Shares 25 Est. Cost $270.52 Unrealized
ALMU AELUMA INC 0.0%
Value $6,868 Shares 400 Est. Cost $12.00 Unrealized +31.6%
XT ISHARES FUTURE EXPONENTIAL TECHS ETF 0.0%
Value $6,835 Shares 98 Est. Cost $69.74 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value $5,919 Shares 112 Est. Cost $62.78 Unrealized -11.6%
KRP KIMBELL ROYALTY PARTNERS LP 0.0%
Value $5,880 Shares 500 Est. Cost $15.63 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS INC 0.0%
Value $5,782 Shares 119 Est. Cost $47.08 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $4,892 Shares 56 Est. Cost $93.50 Unrealized -4.6%
D DOMINION ENERGY INC 0.0%
Value $4,160 Shares 71 Est. Cost $42.64 Unrealized +40.2%
SMR NUSCALE POWER CORP 0.0%
Value $2,551 Shares 180 Est. Cost $27.04 Unrealized +5.8%
SHOP SHOPIFY INC 0.0%
Value $1,610 Shares 10 Est. Cost $100.02 Unrealized +60.5%
PJT PJT PARTNERS INC 0.0%
Value $1,171 Shares 7 Est. Cost $96.91 Unrealized +76.3%
NGD NEW GOLD INC 0.0%
Value $871 Shares 100 Est. Cost $4.11 Unrealized +83.3%
B BARRICK MINING CORP 0.0%
Value $784 Shares 18 Est. Cost $32.65 Unrealized +14.6%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value $745 Shares 31 Est. Cost $15.42 Unrealized +52.0%
HPQ HP INC 0.0%
Value $691 Shares 31 Est. Cost $27.31 Unrealized -7.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $661 Shares 2 Est. Cost $374.94 Unrealized -10.1%
CAVA CAVA GROUP INC 0.0%
Value $646 Shares 11 Est. Cost $75.76 Unrealized -26.4%
NUE NUCOR CORP 0.0%
Value $490 Shares 3 Est. Cost $149.77 Unrealized 0.0%
VALE VALE SA 0.0%
Value $470 Shares 36 Est. Cost $11.33 Unrealized
WBD WARNER BROS. DISCOVERY INC 0.0%
Value $462 Shares 16 Est. Cost $9.33 Unrealized +150.6%
PCAR PACCAR INC 0.0%
Value $439 Shares 4 Est. Cost $101.22 Unrealized 0.0%
PCH POTLATCHDELTIC CORP 0.0%
Value $438 Shares 11 Est. Cost $46.93 Unrealized
DHI D.R. HORTON INC 0.0%
Value $433 Shares 3 Est. Cost $152.01 Unrealized 0.0%
WFG WEST FRASER TIMBER CO.LTD 0.0%
Value $367 Shares 6 Est. Cost $62.58 Unrealized 0.0%
INFL HORIZON KINETICS INFLATION BNFCRS ETF 0.0%
Value $356 Shares 8 Est. Cost $44.50 Unrealized
NTR NUTRIEN LTD 0.0%
Value $309 Shares 5 Est. Cost $58.85 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value $287 Shares 6 Est. Cost $37.40 Unrealized +26.0%
CTVA CORTEVA INC 0.0%
Value $269 Shares 4 Est. Cost $64.54 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $226 Shares 2 Est. Cost $106.51 Unrealized 0.0%
VOD VODAFONE GROUP PLC 0.0%
Value $212 Shares 16 Est. Cost $13.25 Unrealized
VNOM VIPER ENERGY INC 0.0%
Value $194 Shares 5 Est. Cost $37.86 Unrealized 0.0%
MOS THE MOSAIC CO 0.0%
Value $193 Shares 8 Est. Cost $26.75 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value $182 Shares 3 Est. Cost $60.67 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value $147 Shares 4 Est. Cost $34.73 Unrealized 0.0%
ZIM ZIM INTEGRATED SHIPPING SERVICES LTD 0.0%
Value $64 Shares 3 Est. Cost $16.77 Unrealized 0.0%
PII POLARIS INC 0.0%
Value $64 Shares 1 Est. Cost $37.69 Unrealized +74.7%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value $16 Shares 1 Est. Cost $16.00 Unrealized