Accuvest Global Advisors Portfolio Holdings

Accuvest Global Advisors

  • $113 Million
  • Q3 2024

Accuvest Global Advisors has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $113 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microstrategy Inc with a value of $12.9M, Amazon Com Inc with a value of $10.5M, Apple Inc. with a value of $5.18M, Apollo Global Management, Inc. with a value of $4.66M, and Costco Wholesale Corp with a value of $4.52M.

Examining the 13F form we can see an increase of $67.9M in the current position value, from $44.6M to 113M.

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 $113 Million
Technology: $30.9 Million
Consumer Cyclical: $27.4 Million
Financial Services: $17.9 Million
Communication Services: $17 Million
Consumer Defensive: $10.9 Million
Healthcare: $4.65 Million
Real Estate: $1.51 Million
Industrials: $1.16 Million
Other: $1.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4B
$12.9 Million 11.43% of portfolio
76,309
Q3 2024 New
$2.29T
$10.5 Million 9.36% of portfolio
56,581
Q3 2024 Added 23.41%
$4.09T
$5.18 Million 4.6% of portfolio
22,254
Q3 2024 Added 16.18%
$103B
$4.66 Million 4.14% of portfolio
37,331
Q3 2024 Added 26.07%
$422B
$4.52 Million 4.02% of portfolio
5,104
Q3 2024 New
$1.14T
$4.49 Million 3.99% of portfolio
27,071
Q3 2024 Added 23.95%
$3.25T
$4.33 Million 3.84% of portfolio
10,057
Q3 2024 New
$250B
$4.16 Million 3.69% of portfolio
51,478
Q3 2024 New
$86.6B
$3.97 Million 3.53% of portfolio
1,938
Q3 2024 New
$121B
$3.85 Million 3.42% of portfolio
25,119
Q3 2024 Added 12.17%
$127B
$3.64 Million 3.24% of portfolio
27,900
Q3 2024 Reduced 20.92%
$1.32T
$3.62 Million 3.21% of portfolio
6,316
Q3 2024 New
$405B
$3.34 Million 2.97% of portfolio
4,709
Q3 2024 New
$30.7B
$3.29 Million 2.93% of portfolio
30,079
Q3 2024 Reduced 21.01%
$730B
$3.19 Million 2.83% of portfolio
3,600
Q3 2024 New
$457B
$3.01 Million 2.67% of portfolio
17,666
Q3 2024 New
$402B
$2.26 Million 2.01% of portfolio
5,578
Q3 2024 New
$18.1B
$2.13 Million 1.9% of portfolio
54,461
Q3 2024 Reduced 41.07%
$120B
$2.05 Million 1.82% of portfolio
27,224
Q3 2024 Reduced 44.18%
$204B
$1.49 Million 1.32% of portfolio
15,484
Q3 2024 New
$697B
$1.46 Million 1.29% of portfolio
6,914
Q3 2024 New
$519B
$1.19 Million 1.06% of portfolio
4,332
Q3 2024 New
$590B
$1.05 Million 0.93% of portfolio
2,275
Q3 2024 New
$310B
$984,000 0.87% of portfolio
4,987
Q3 2024 New
$60.5B
$818,000 0.73% of portfolio
5,250
Q3 2024 New
$30.6B
$769,000 0.68% of portfolio
6,473
Q3 2024 New
$28.1B
$739,000 0.66% of portfolio
5,000
Q3 2024 New
$336B
$627,000 0.56% of portfolio
5,166
Q3 2024 New
$181B
$621,000 0.55% of portfolio
1,000
Q3 2024 New
$7.58B
$589,000 0.52% of portfolio
88,260
Q3 2024 Reduced 0.39%
$0
$579,000 0.51% of portfolio
23,695
Q2 2024 Reduced 6.39%
$208B
$539,000 0.48% of portfolio
1,042
Q3 2024 New
$53.6B
$512,000 0.45% of portfolio
4,040
Q3 2024 New
$378B
$481,000 0.43% of portfolio
2,974
Q3 2024 New
$96.9B
$426,000 0.38% of portfolio
4,830
Q3 2024 New
$91.7B
$418,000 0.37% of portfolio
3,068
Q3 2024 New
$39.5B
$419,000 0.37% of portfolio
2,355
Q3 2024 New
$218B
$401,000 0.36% of portfolio
3,785
Q3 2024 New
$39.9B
$391,000 0.35% of portfolio
7,784
Q3 2024 New
$0
$384,000 0.34% of portfolio
76,250
Q2 2024 New
$56.2B
$379,000 0.34% of portfolio
2,245
Q3 2024 New
$60.8B
$382,000 0.34% of portfolio
2,156
Q3 2024 New
$89.4B
$387,000 0.34% of portfolio
2,249
Q3 2024 New
$19.3B
$380,000 0.34% of portfolio
3,680
Q3 2024 New
$441B
$380,000 0.34% of portfolio
3,249
Q3 2024 New
$37.4B
$384,000 0.34% of portfolio
10,941
Q3 2024 Reduced 21.02%
$280B
$386,000 0.34% of portfolio
2,622
Q3 2024 New
$168B
$376,000 0.33% of portfolio
8,380
Q3 2024 Reduced 23.48%
$141B
$366,000 0.33% of portfolio
4,341
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $113 Million
  • Prior Value $44.6 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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