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CIK: 0001497637
Total reported value
$116.2M
$116.2M
64 檔
41.4%
As reported in its official Q1 2025 Form 13F filing, Accuvest Global Advisors's tracked investment portfolio stood at $116.2M with 64 total positions.
In Q1 2025, Accuvest Global Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 20.81% | -2.91% | +248.32% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.18% | -0.41% | -5.07% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.96% | -1.23% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.55% | -1.31% | -10.93% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.46% | -0.95% | -25.30% | |
| 6 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.33% | -2.85% | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.26% | — | — | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.24% | +0.85% | NEW | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.10% | +0.14% | +8.70% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -2.90% | -6.69% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.97% | +4.31% | — | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 2.86% | -0.56% | +9.67% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 2.62% | — | — | |
| 14 | BX | Blackstone Inc | Stock-Financials | 2.56% | -0.28% | -7.01% | |
| 15 | KKR | Kkr & Co Inc | Stock-Financials | 2.25% | -0.03% | -10.13% | |
| 16 | LYV | Live Nation Entertainment In | Stock-Comm Services | 2.18% | — | -20.42% | |
| 17 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.92% | -0.57% | — | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.61% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.02% | — | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.48% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.18% | — | |
| 22 | PGR | Progressive CORP | Stock-Financials | 1.24% | — | -64.29% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +3.14% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.98% | — | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 1.00% | -0.49% | — | |
| 26 | AZO | Autozone Inc | Stock-Consumer Disc | 0.99% | — | — | |
| 27 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.92% | — | -58.30% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | — | — | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.86% | +0.29% | NEW | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.65% | — | — | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.64% | -2.02% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.44% | -71.98% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.02% | — | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.02% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.09% | — | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.48% | -0.54% | — | |
| 37 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.42% | +0.26% | NEW | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.42% | — | — | |
| 39 | GIS | General Mills Inc | Stock-Consumer Staples | 0.42% | — | — | |
| 40 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.41% | — | +19.95% | |
| 41 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 0.40% | -0.21% | EXIT | |
| 42 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.36% | — | — | |
| 43 | LNG | Cheniere Energy Inc | Stock-Energy | 0.35% | +1.81% | NEW | |
| 44 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.35% | — | — | |
| 45 | GE | General Electric | Stock-Industrials | 0.34% | -0.09% | — | |
| 46 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.33% | -0.07% | — | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | — | — | |
| 48 | NU | Nu Holdings Ltd. | Stock-Financials | 0.30% | -1.89% | EXIT | |
| 49 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.29% | +1.41% | NEW | |
| 50 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.28% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | WMT | Walmart Inc | — | NEW | New buy |
| 6 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | NFLX | Netflix Inc | — | NEW | New buy |
| 12 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 13 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 14 | BX | Blackstone Inc | — | NEW | New buy |
| 15 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 16 | LYV | Live Nation Entertainment In | — | NEW | New buy |
| 17 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 18 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 20 | KO | Coca-cola Co/the | — | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | PGR | Progressive CORP | — | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 24 | ABBV | Abbvie Inc | — | NEW | New buy |
| 25 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 26 | AZO | Autozone Inc | — | NEW | New buy |
| 27 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 30 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 31 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 32 | NVDA | Nvidia CORP | — | NEW | New buy |
| 33 | CVX | Chevron CORP | — | NEW | New buy |
| 34 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 36 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 37 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 38 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 39 | GIS | General Mills Inc | — | NEW | New buy |
| 40 | CELH | Celsius Holdings Inc | — | NEW | New buy |
| 41 | MTN | Vail Resorts Inc | — | NEW | New buy |
| 42 | PDD | Pdd Holdings Inc | — | NEW | New buy |
| 43 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 44 | IRM | Iron Mountain Inc | — | NEW | New buy |
| 45 | GE | General Electric | — | NEW | New buy |
| 46 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 47 | MO | Altria Group Inc | — | NEW | New buy |
| 48 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 49 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 50 | NIO | Nio Inc - Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Accuvest Global Advisors reported a total U.S. public equity portfolio value of $116.2M across 64 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, COST) accounted for 41.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSTR
市值: $24.5M
During Q1 2025, Accuvest Global Advisors's top holdings by market value included MSTR (20.8%)、AMZN (9.2%)、COST (4.0%). The largest single position, MSTR, represented 20.8% of total portfolio value.
In Q1 2025, Accuvest Global Advisors made 50 total portfolio adjustments, initiating 50 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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