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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$3 Million 2.66% of portfolio
52,014
Q3 2024 Reduced 7.77%

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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