Accuvest Global Advisors Portfolio Holdings by Sector
Accuvest Global Advisors
- $157 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
MSTR UBER INTU NOW SHOP APP COIN SAP 8 stocks |
$44,067
28.11% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META SPOT DASH 4 stocks |
$14,802
9.44% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO KKR BX USA 4 stocks |
$14,107
9.0% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR AFRM HOOD 5 stocks |
$12,638
8.06% of portfolio
|
2
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI BABA PDD 4 stocks |
$12,398
7.91% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$11,997
7.65% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX LYV 2 stocks |
$8,870
5.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V SOFI 3 stocks |
$6,435
4.1% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$6,340
4.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$4,879
3.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM NU MUFG 3 stocks |
$2,707
1.73% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW 2 stocks |
$2,686
1.71% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AMD 3 stocks |
$2,061
1.31% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV MRK JNJ AZN 4 stocks |
$1,746
1.11% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$1,456
0.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SMLR 1 stocks |
$1,211
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$979
0.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$817
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY ULTA 3 stocks |
$753
0.48% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$534
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$523
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$523
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$404
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$356
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$346
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$305
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$282
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$279
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$277
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$267
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$263
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$256
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN 1 stocks |
$239
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$225
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT 1 stocks |
$221
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$220
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
$204
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
REIT—Mortgage | Real Estate
ARI 1 stocks |
$113
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|