Accuvest Global Advisors Portfolio Holdings

Accuvest Global Advisors

  • $117 Million
  • Q1 2025

Accuvest Global Advisors has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microstrategy Inc with a value of $24.5M, Amazon Com Inc with a value of $10.8M, Costco Wholesale Corp with a value of $4.66M, Apple Inc. with a value of $4.18M, and Walmart Inc. with a value of $4.06M.

Examining the 13F form we can see an increase of $46.5M in the current position value, from $70.7M to 117M.

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 $117 Million
Technology: $36.7 Million
Consumer Cyclical: $24.4 Million
Communication Services: $18.2 Million
Financial Services: $16 Million
Consumer Defensive: $11.8 Million
Healthcare: $3.25 Million
Utilities: $3.08 Million
Energy: $1.57 Million
Other: $2.24 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$137B
$3.92 Million 3.34% of portfolio
7,121
Q1 2025 New
$143B
$3.81 Million 3.25% of portfolio
31,256
Q1 2025 New
$80.7B
$3.36 Million 2.87% of portfolio
24,567
Q1 2025 Added 9.67%
$141B
$3.08 Million 2.63% of portfolio
43,459
Q1 2025 New
$97.6B
$3 Million 2.56% of portfolio
21,488
Q1 2025 Reduced 7.01%
$105B
$2.65 Million 2.26% of portfolio
22,898
Q1 2025 Reduced 10.13%
$34.1B
$2.56 Million 2.19% of portfolio
19,627
Q1 2025 Reduced 20.42%
$121B
$2.26 Million 1.92% of portfolio
1,156
Q1 2025 New
$153B
$1.46 Million 1.24% of portfolio
5,143
Q1 2025 Reduced 64.29%
$166B
$1.17 Million 1.0% of portfolio
16,049
Q1 2025 New
$69.4B
$1.16 Million 0.99% of portfolio
305
Q1 2025 New
$180B
$762,000 0.65% of portfolio
1,540
Q1 2025 New
$175B
$580,000 0.49% of portfolio
12,807
Q1 2025 New
$126B
$566,000 0.48% of portfolio
5,929
Q1 2025 New
$72.4B
$488,000 0.42% of portfolio
4,442
Q1 2025 New
$31.5B
$488,000 0.42% of portfolio
8,163
Q1 2025 New
$128B
$421,000 0.36% of portfolio
3,558
Q1 2025 New
$58.7B
$412,000 0.35% of portfolio
1,784
Q1 2025 New
$29.8B
$410,000 0.35% of portfolio
4,776
Q1 2025 New
$65.5B
$384,000 0.33% of portfolio
9,248
Q1 2025 New
$107B
$367,000 0.31% of portfolio
6,116
Q1 2025 New
$43.6B
$357,000 0.3% of portfolio
34,866
Q1 2025 Added 4.35%
$43B
$337,000 0.29% of portfolio
2,581
Q1 2025 New
$75.3B
$316,000 0.27% of portfolio
4,991
Q1 2025 New
$68.3B
$311,000 0.27% of portfolio
1,516
Q1 2025 New
$41.9B
$305,000 0.26% of portfolio
1,775
Q1 2025 New
$12.3B
$280,000 0.24% of portfolio
24,132
Q1 2025 New
$14.2B
$245,000 0.21% of portfolio
5,431
Q1 2025 New
$198B
$219,000 0.19% of portfolio
7,757
Q1 2025 New
$166B
$145,000 0.12% of portfolio
10,660
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $117 Million
  • Prior Value $70.7 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 49 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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