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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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