Back to investors
ACCORDANT ADVISORY GROUP INC
ACCORDANT ADVISORY GROUP INC
Latest filing: 2026-06-30
ACCORDANT ADVISORY GROUP INC runs ACCORDANT ADVISORY GROUP INC and currently holds 242 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $148.27M. Their top holdings are FPI, PHYS, COWZ, OUNZ, PSLV. The top five represent 37.4% of reported portfolio weight. ACCORDANT ADVISORY GROUP INC ranks #906 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ACCORDANT ADVISORY GROUP INC initiated 11 new positions. They added to 17 existing positions. They trimmed 21 positions. Their current best-performing preview position is MU with returns of +241.67%.
Sign in to enable email alerts for this investor.
Showper page
242 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FPI FARMLAND PARTNERS INCORPORATED REIT | 9.56% | $10.80 | $10.15 | -6.02% | Added +2.64% |
 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA) | 7.73% | $20.41 | $35.00 | +71.46% | Added +0.37% |
 COWZ PACER US CASH COWS 100 ETF | 7.15% | $57.80 | $72.00 | +24.57% | Trimmed -2.82% |
 OUNZ VANECK MERK GOLD ETF | 7.10% | $24.39 | $44.35 | +81.84% | Trimmed -0.16% |
 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA) | 5.87% | $8.89 | $22.84 | +156.92% | Trimmed -0.48% |
 UROY URANIUM RTY CORPORATION (CANADA) | 5.04% | $1.95 | $4.38 | +124.62% | Added +7.18% |
 JOE ST JOE COMPANY | 4.25% | $52.08 | $69.00 | +32.49% | Added +3.24% |
 BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY | 4.12% | $23.27 | $25.49 | +9.53% | Added +110.11% |
 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF | 4.12% | $15.85 | $17.03 | +7.41% | Added +894.28% |
 AEM AGNICO EAGLE MINES LIMITED (CANADA) | 3.39% | $98.72 | $216.20 | +119.00% | Added +13.93% |
Showing 1-10 of 242