Accordant Advisory Group Inc Reduced Holdings in Q3 2025

Accordant Advisory Group Inc

  • $147 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-45.7K
- 98.91%
$70.85 - $76.96 $3.24M - $3.51M
502 $38.2M
CVX
Chevron Corp

Energy
-14.4K
- 97.51%
$145.57 - $161.83 $2.1M - $2.33M
368 $57.1M
KRP
Kimbell Royalty Partners, LP

Energy
-105K
- 49.7%
$13.08 - $15.06 $1.37M - $1.58M
106K $1.44B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.73K
- 6.5%
$50.53 - $50.82 $391K - $393K
111K $5.65B
FTNT
Fortinet, Inc.

Technology
-700
- 32.3%
$74.39 - $107.65 $52.1K - $75.4K
1.47K $123M
NEM
Newmont Corp

Basic Materials
-600
- 75.0%
$57.35 - $85.25 $34.4K - $51.2K
200 $16.9M
VZ
Verizon Communications Inc

Communication Services
-450
- 57.92%
$40.84 - $45.06 $18.4K - $20.3K
327 $14.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
-75
- 42.86%
$167.28 - $188.45 $12.5K - $14.1K
100 $16.8M
MAR
Marriott International Inc

Consumer Cyclical
-100
- 16.67%
$255.35 - $282.87 $25.5K - $28.3K
500 $130M
AMT
American Tower Corp

Real Estate
-11
- 5.21%
$192.32 - $232.35 $2.12K - $2.56K
200 $38.5M
V
Visa Inc.

Financial Services
-12
- 10.62%
$332.09 - $358.86 $3.99K - $4.31K
101 $34.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-70
- 15.7%
$211.65 - $238.24 $14.8K - $16.7K
376 $82.6M
DUK
Duke Energy Corp

Utilities
-12
- 10.71%
$116.31 - $125.93 $1.4K - $1.51K
100 $12.4M
QCOM
Qualcomm Inc

Technology
-14
- 6.54%
$145.84 - $173.55 $2.04K - $2.43K
200 $33.3M
PM
Philip Morris International Inc.

Consumer Defensive
-3
- 0.5%
$157.77 - $183.27 $473 - $550
600 $97.3M
MO
Altria Group, Inc.

Consumer Defensive
-25
- 4.0%
$57.75 - $67.68 $1.44K - $1.69K
600 $39.6M
GLD
Spdr Gold Trust

ETFs
-14
- 7.61%
$300.96 - $355.47 $4.21K - $4.98K
170 $60.4M
GD
General Dynamics Corp

Industrials
-100
- 13.35%
$293.92 - $341.0 $29.4K - $34.1K
649 $221M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-5.19K
- 20.22%
$30.06 - $36.69 $156K - $190K
20.5K $751M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.2%
$282.78 - $316.06 $283 - $316
500 $158M
GOOGL
Alphabet Inc.

Communication Services
-150
- 12.0%
$174.36 - $254.72 $26.2K - $38.2K
1.1K $267M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-481
- 5.82%
$44.14 - $61.05 $21.2K - $29.4K
7.78K $470M
AEM
Agnico Eagle Mines LTD

Basic Materials
-5.67K
- 15.51%
$116.14 - $168.56 $658K - $956K
30.9K $5.21B
Activity Summary
Buys All Purchases 72 New Holdings 42 Increased Positions 30 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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