CIK 2013499
Accordant Advisory Group Inc
Institutional 13F holdings & portfolio
Holdings
175
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 175
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 7K | $100K–$500K | SH |
| BCIC | BCP INVESTMENT CORP | 16K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC | 370 | $100K–$500K | SH |
| WDIV | SPDR S&P GLOBAL DIVIDEND ETF | 2K | $100K–$500K | SH |
| TFC | TRUIST FINANCIAL CORP | 3K | $100K–$500K | SH |
| DE | DEERE & CO | 336 | $100K–$500K | SH |
| NUKZ | RANGE NUCLEAR RENAISSANCE ETF | 2K | $100K–$500K | SH |
| IYH | ISHARES US HEALTHCARE ETF | 2K | $100K–$500K | SH |
| MAR | MARRIOTT INTERNATIONAL INC | 385 | $100K–$500K | SH |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY ETF | 731 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF | 145 | $50K–$100K | SH |
| PM | PHILIP MORRIS INTERNATIONAL INC | 600 | $50K–$100K | SH |
| HON | HONEYWELL INTERNATIONAL INC | 478 | $50K–$100K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 633 | $50K–$100K | SH |
| AMZN | AMAZON.COM INC | 376 | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC | 300 | $50K–$100K | SH |
| MS | MORGAN STANLEY | 470 | $50K–$100K | SH |
| PEP | PEPSICO INC | 541 | $50K–$100K | SH |
| RTX | RTX CORP | 412 | $50K–$100K | SH |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | 1K | $50K–$100K | SH |
| META | META PLATFORMS INC | 105 | $50K–$100K | SH |
| CSCO | CISCO SYSTEMS INC | 800 | $50K–$100K | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 852 | $50K–$100K | SH |
| KMI | KINDER MORGAN INC | 2K | $50K–$100K | SH |
| MRK | MERCK & CO INC | 563 | $50K–$100K | SH |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | 192 | $50K–$100K | SH |
| FYT | FIRST TRUST SMALL CAP VAL ALPHADEX ETF | 1K | $50K–$100K | SH |
| CVX | CHEVRON CORP | 371 | $50K–$100K | SH |
| HD | THE HOME DEPOT INC | 150 | $50K–$100K | SH |
| WMB | WILLIAMS COMPANIES INC | 807 | $15K–$50K | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND ETF | 1K | $15K–$50K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 122 | $15K–$50K | SH |
| SDVY | FIRST TRUST SMID CP RISING DIV ACHV ETF | 1K | $15K–$50K | SH |
| MA | MASTERCARD INC | 76 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 350 | $15K–$50K | SH |
| MFC | MANULIFE FINANCIAL CORP | 1K | $15K–$50K | SH |
| NEM | NEWMONT CORP | 407 | $15K–$50K | SH |
| IAU | ISHARES GOLD TRUST | 500 | $15K–$50K | SH |
| PG | PROCTER & GAMBLE CO | 261 | $15K–$50K | SH |
| NVDA | NVIDIA CORP | 200 | $15K–$50K | SH |
| SSUS | DAY HAGAN SMART SECTOR ETF | 755 | $15K–$50K | SH |
| KO | COCA-COLA CO | 513 | $15K–$50K | SH |
| V | VISA INC | 101 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 600 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP | 212 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 200 | $15K–$50K | SH |
| EMR | EMERSON ELECTRIC CO | 256 | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 827 | $15K–$50K | SH |
| NFJ | VIRTUS DIVID, INTEREST & PREM | 3K | $15K–$50K | SH |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | 527 | $15K–$50K | SH |