Accuvest Global Advisors
Follow13F filer, CIK 1497637, PROVO, UT
Accuvest Global Advisors reported $71,439,278 across 19 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-03. Its ten largest share positions make up 76.98% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000089
- Period
- 2024-12-31
- Reported value
- $71.4M
- Holdings
- 19
- Top 10 weight
- 76.98%
- New
- 3
- Sold out
- 52
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CRMnew | +11,071 | $3.73M |
| PGRnew | +14,404 | $3.47M |
| NVDAadded | +14,746 | $1.98M |
| DISadded | +9,089 | $1.01M |
| WMTadded | +10,466 | $951K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MSTRreduced | -51,957 | -$15M |
| COSTexited | -5,104 | -$4.56M |
| MELIexited | -1,938 | -$4.01M |
| METAexited | -6,316 | -$3.77M |
| NFLXexited | -4,709 | -$3.36M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001754960-25-000089, largest first. % of portfolio is the value over $71,439,278, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| AMZNAMAZON COM INC | 59,734 | $13.2M | 18.54% | +3,153 | Timeline | ||
| MSTRSTRATEGY INC | 24,352 | $7.05M | 9.87% | -51,957 | Timeline | ||
| WMTWALMART INC | 61,944 | $5.63M | 7.88% | +10,466 | Timeline | ||
| AAPLAPPLE INC | 21,104 | $5.33M | 7.46% | -1,150 | Timeline | ||
| MSFTMICROSOFT CORP | 10,097 | $4.29M | 6% | +40 | Timeline | ||
| GOOGLALPHABET INC | 21,633 | $4.13M | 5.79% | -5,438 | Timeline | ||
| BXBLACKSTONE INC | 23,109 | $4.02M | 5.63% | -2,010 | Timeline | ||
| KKRKKR & CO INC | 25,479 | $3.8M | 5.33% | -2,421 | Timeline | ||
| APOAPOLLO GLOBAL MGMT INC | 22,400 | $3.76M | 5.26% | -14,931 | Timeline | ||
| CRMSALESFORCE INC | 11,071 | $3.73M | 5.22% | new | Timeline | ||
| PGRPROGRESSIVE CORP | 14,404 | $3.47M | 4.86% | new | Timeline | ||
| LYVLIVE NATION ENTERTAINMENT IN | 24,663 | $3.22M | 4.51% | -5,416 | Timeline | ||
| CMGCHIPOTLE MEXICAN GRILL INC | 51,674 | $3.15M | 4.41% | -340 | Timeline | ||
| DISDISNEY WALT CO | 24,573 | $2.74M | 3.83% | +9,089 | Timeline | ||
| NVDANVIDIA CORPORATION | 19,912 | $2.67M | 3.74% | +14,746 | Timeline | ||
| KHCKRAFT HEINZ CO | 10,223 | $478K | 0.67% | -718 | Timeline | ||
| NUNU HLDGS LTD | 33,414 | $346K | 0.48% | +6,730 | Timeline | ||
| CELHCELSIUS HLDGS INC | 11,361 | $299K | 0.42% | -74 | Timeline | ||
| SANBANCO SANTANDER SA | 14,016 | $63.9K | 0.09% | new | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| COSTCOSTCO WHOLESALE CORPORATION | 5,104 | $4.56M | shares |
| MELIMERCADOLIBRE INC | 1,938 | $4.01M | shares |
| METAMETA PLATFORMS INC | 6,316 | $3.77M | shares |
| NFLXNETFLIX INC. | 4,709 | $3.36M | shares |
| LLYELI LILLY & CO | 3,600 | $3.19M | shares |
| ORCLORACLE CORP | 17,666 | $3.01M | shares |
| HDHOME DEPOT INC | 5,578 | $2.28M | shares |
| DKNGDRAFTKINGS INC NEW | 54,461 | $2.16M | shares |
| UBERUBER TECHNOLOGIES INC | 27,224 | $2.07M | shares |
| JPMJPMORGAN CHASE & CO | 6,914 | $1.46M | shares |
| VVISA INC | 4,332 | $1.31M | shares |
| ABBVABBVIE INC | 4,987 | $1.17M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 2,275 | $1.05M | shares |
| TGTTARGET CORP | 5,250 | $818K | shares |
| IRMIRON MTN INC DEL | 6,473 | $769K | shares |
| EXPEEXPEDIA GROUP INC | 5,000 | $740K | shares |
| INTUINTUIT | 1,000 | $637K | shares |
| XGDVXGABELLI DIVID & INCOME TR | 23,695 | $635K | shares |
| UPSUNITED PARCEL SVCS INC | 3,068 | $599K | shares |
| NIONIO INC | 88,260 | $590K | shares |
| CVXCHEVRON CORPORATION | 2,622 | $567K | shares |
| SPGSIMON PPTY GROUP INC NEW | 2,245 | $564K | shares |
| XOMEXXON MOBIL CORP | 3,249 | $561K | shares |
| BBYBEST BUY INC | 3,680 | $560K | shares |
| VZVERIZON COMMUNICATIONS INC | 8,380 | $556K | shares |
| GISGENERAL MILLS INC | 5,059 | $551K | shares |
| ADBEADOBE INC | 1,042 | $546K | shares |
| MTNVAIL RESORTS INC | 2,083 | $535K | shares |
| ABNBAIRBNB INC | 4,040 | $512K | shares |
| JNJJOHNSON & JOHNSON | 2,974 | $482K | shares |
| NKENIKE INC | 4,830 | $427K | shares |
| COINCOINBASE GLOBAL INC | 2,355 | $420K | shares |
| BABAALIBABA GROUP HLDG LTD | 3,785 | $402K | shares |
| LVSLAS VEGAS SANDS CORP | 7,784 | $398K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 1,005 | $390K | shares |
| AVGOBROADCOM INC | 2,249 | $388K | shares |
| EDDMORGAN STANLEY EMERGING MKTS | 76,250 | $384K | shares |
| RCLROYAL CARIBBEAN GROUP | 2,156 | $382K | shares |
| CBOECBOE GLOBAL MKTS INC | 1,811 | $371K | shares |
| GEGE AEROSPACE | 1,965 | $371K | shares |
| LMTLOCKHEED MARTIN CORP | 628 | $367K | shares |
| NEENEXTERA ENERGY INC | 4,341 | $367K | shares |
| BKNGBOOKING HOLDINGS INC | 87 | $366K | shares |
| PDDPDD HOLDINGS INC | 2,710 | $365K | shares |
| CBRECBRE GROUP INC | 2,947 | $364K | shares |
| ONONON HLDG AG | 7,123 | $357K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,046 | $355K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 8,842 | $328K | shares |
| MOALTRIA GROUP INC | 6,116 | $312K | shares |
| MARAMARA HOLDINGS INC | 16,184 | $265K | shares |
| SHOPSHOPIFY INC | 3,000 | $240K | shares |
| TJXTJX COS INC NEW | 1,716 | $231K | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001754960-25-000089 | base | 2025-02-03 | acceptance time not in the bulk data set |