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CIK: 0001497637
Total reported value
$116.2M
$116.2M
68 檔
33.3%
During the Q3 2024 filing period, Accuvest Global Advisors (CIK: 0001497637) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $116.2M across 68 reported positions.
During Q3 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 | MSTR | Strategy Inc | Stock-Tech | 11.06% | -2.91% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.50% | -0.41% | +23.41% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.62% | -1.31% | +16.18% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | -2.90% | — | |
| 5 | APO | Apollo Global Management Inc | Stock-Financials | 4.05% | -0.56% | +26.07% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.02% | +0.14% | +23.95% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.92% | -1.23% | — | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 3.60% | -0.95% | — | |
| 9 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.45% | -0.57% | — | |
| 10 | BX | Blackstone Inc | Stock-Financials | 3.34% | -0.28% | +12.17% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.24% | — | — | |
| 12 | KKR | Kkr & Co Inc | Stock-Financials | 3.13% | -0.03% | -20.92% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 2.88% | +4.31% | — | |
| 14 | LYV | Live Nation Entertainment In | Stock-Comm Services | 2.86% | — | -21.01% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.74% | +1.74% | — | |
| 16 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 2.60% | — | -7.77% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 2.59% | — | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.96% | — | — | |
| 19 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.86% | — | -41.07% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.78% | -0.49% | -44.18% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.28% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.18% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | +3.14% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.98% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.02% | — | |
| 26 | TGT | Target CORP | Stock-Consumer Disc | 0.70% | -0.26% | EXIT | |
| 27 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.66% | — | — | |
| 28 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.64% | — | — | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.55% | — | — | |
| 30 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 0.55% | — | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.44% | — | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.52% | — | — | |
| 33 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.51% | — | -0.39% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.02% | — | |
| 35 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.49% | — | -21.02% | |
| 36 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.48% | +0.26% | NEW | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.09% | — | |
| 38 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.48% | — | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.48% | -0.02% | -23.48% | |
| 40 | GIS | General Mills Inc | Stock-Consumer Staples | 0.47% | — | — | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.47% | — | — | |
| 42 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 0.46% | -0.21% | EXIT | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.44% | — | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | — | — | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.37% | — | — | |
| 46 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.36% | — | — | |
| 47 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.35% | -3.06% | EXIT | |
| 48 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.34% | — | — | |
| 49 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.34% | -2.85% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.42% | — |
According to official SEC Form 13F filings, Accuvest Global Advisors reported a total U.S. public equity portfolio value of $116.2M across 68 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSTR, AMZN, AAPL) accounted for 33.3% of total reported equity market value during Q3 2024.
During Q3 2024, Accuvest Global Advisors's top holdings by market value included MSTR (11.1%)、AMZN (9.5%)、AAPL (4.6%). The largest single position, MSTR, represented 11.1% of total portfolio value.
In Q3 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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