Accuvest Global Advisors Portfolio Holdings

Accuvest Global Advisors

  • $70.7 Million
  • Q4 2024

Accuvest Global Advisors has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $70.7 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $13.1M, Microstrategy Inc with a value of $7.05M, Walmart Inc. with a value of $5.6M, Apple Inc. with a value of $5.28M, and Microsoft Corp with a value of $4.26M.

Examining the 13F form we can see an decrease of $41.9M in the current position value, from $113M to 70.7M.

Accuvest Global Advisors is based out at Provo, UT

Below you can find more details about Accuvest Global Advisors portfolio as well as his latest detailed transactions.

Portfolio value $70.7 Million
Technology: $23 Million
Consumer Cyclical: $16.2 Million
Financial Services: $15.3 Million
Communication Services: $10 Million
Consumer Defensive: $6.21 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.42T
$13.1 Million 18.53% of portfolio
59,734
Q4 2024 Added 5.57%
$3.13B
$7.05 Million 9.97% of portfolio
24,352
Q4 2024 Reduced 68.09%
$266B
$5.6 Million 7.91% of portfolio
61,944
Q4 2024 Added 20.33%
$3.79T
$5.28 Million 7.47% of portfolio
21,104
Q4 2024 Reduced 5.17%
$3.09T
$4.26 Million 6.02% of portfolio
10,097
Q4 2024 Added 0.4%
$1.22T
$4.1 Million 5.79% of portfolio
21,633
Q4 2024 Reduced 20.09%
$126B
$3.98 Million 5.63% of portfolio
23,109
Q4 2024 Reduced 8.0%
$144B
$3.77 Million 5.33% of portfolio
25,479
Q4 2024 Reduced 8.68%
$342B
$3.7 Million 5.23% of portfolio
11,071
Q4 2024 New
$103B
$3.7 Million 5.23% of portfolio
22,400
Q4 2024 Reduced 40.0%
$144B
$3.45 Million 4.88% of portfolio
14,404
Q4 2024 New
$33.3B
$3.19 Million 4.51% of portfolio
24,663
Q4 2024 Reduced 18.01%
$1.62B
$3.12 Million 4.4% of portfolio
51,674
Q4 2024 Reduced 0.65%
$206B
$2.74 Million 3.87% of portfolio
24,573
Q4 2024 Added 58.7%
$299B
$2.67 Million 3.78% of portfolio
19,912
Q4 2024 Added 285.44%
$47.2B
$346,000 0.49% of portfolio
33,414
Q4 2024 Added 25.22%
$1.89B
$299,000 0.42% of portfolio
11,361
Q4 2024 Reduced 0.65%
$85.5B
$63,000 0.09% of portfolio
14,016
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $70.7 Million
  • Prior Value $113 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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