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CIK: 0001497637
Total reported value
$116.2M
$116.2M
19 檔
20.8%
According to the latest 13F quarterly dataset, Accuvest Global Advisors managed an equity portfolio of $116.2M at the end of Q2 2024, spanning 19 distinct U.S. exchange-listed positions.
During Q2 2024, Accuvest Global Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 19.69% | -0.41% | -34.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.96% | -1.31% | +152.21% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.84% | +0.14% | -12.34% | |
| 4 | KKR | Kkr & Co Inc | Stock-Financials | 8.25% | -0.03% | +8.61% | |
| 5 | LYV | Live Nation Entertainment In | Stock-Comm Services | 7.93% | — | +10.47% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 7.88% | -0.49% | +16.20% | |
| 7 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 7.85% | — | — | |
| 8 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 7.84% | — | +25.96% | |
| 9 | APO | Apollo Global Management Inc | Stock-Financials | 7.77% | -0.56% | -10.91% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 6.16% | -0.28% | -28.91% | |
| 11 | MANU | Manchester United plc | Stock-Other | 1.52% | — | -50.00% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.37% | -0.02% | -28.99% | |
| 13 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.35% | — | -9.07% | |
| 14 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 1.28% | — | -6.39% | |
| 15 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.82% | — | -0.28% | |
| 16 | EDD | Morgan Stanley Emrg Mrk Dom | Stock-Other | 0.77% | — | — | |
| 17 | NU | Nu Holdings Ltd. | Stock-Financials | 0.76% | -1.89% | EXIT | |
| 18 | MARA | Mara Holdings Inc | Stock-Financials | 0.71% | — | -25.54% | |
| 19 | XEGFX | Blackrock Enhanced Govern | Stock-Other | 0.24% | — | — |
According to official SEC Form 13F filings, Accuvest Global Advisors reported a total U.S. public equity portfolio value of $116.2M across 19 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, GOOGL) accounted for 20.8% of total reported equity market value during Q2 2024.
During Q2 2024, Accuvest Global Advisors's top holdings by market value included AMZN (19.7%)、AAPL (9.0%)、GOOGL (8.8%). The largest single position, AMZN, represented 19.7% of total portfolio value.
In Q2 2024, Accuvest Global Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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