Accuvest Global Advisors
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Accuvest Global Advisors reported 19 stock positions worth $45.0 million. Its top holding was Amazon.com (AMZN) at 19.7% of the portfolio, followed by Apple (AAPL, 9.0%) and Alphabet Class A (GOOGL, 8.8%). Compared with Q1 2024, it opened 4 new positions, sold out of 97, added to 5 and reduced 10. The biggest buy was Apple (AAPL, shares +152%) and the biggest sale an exit from Innovator U.S. Equity Buffer (BAUG).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $45.0M (Q2 2024)
- SEC Filing
- 0001754960-24-000427 ↗ filed Aug 13, 2024
Holdings Value
Holdings 19 stocks · $45.0M
| AMZN Amazon.com Inc. | 19.69% | 45,849 | $8.9M | Reduce -34.6% |
| AAPL Apple Inc. | 8.96% | 19,155 | $4.0M | Add +152.2% |
| GOOGL Alphabet Inc. Class A | 8.84% | 21,841 | $4.0M | Reduce -12.3% |
| KKR KKR & Co. Inc. | 8.25% | 35,282 | $3.7M | Add +8.6% |
| LYV Live Nation Entertainment Inc. | 7.93% | 38,079 | $3.6M | Add +10.5% |
| UBER Uber Technologies Inc. | 7.88% | 48,767 | $3.5M | Add +16.2% |
| CMG Chipotle Mexican Grill Inc. | 7.85% | 56,394 | $3.5M | New |
| DKNG Draftkings Inc. Class A | 7.84% | 92,417 | $3.5M | Add +26.0% |
| APO Apollo Global Management Inc. | 7.77% | 29,612 | $3.5M | Reduce -10.9% |
| BX Blackstone Inc. | 6.16% | 22,393 | $2.8M | Reduce -28.9% |
| MANU Manchester United PLC Class A | 1.52% | 42,500 | $686K | Reduce -50.0% |
| VZ Verizon Communications Inc. | 1.37% | 10,952 | $617K | Reduce -29.0% |
| KHC The Kraft Heinz Co. | 1.35% | 13,853 | $610K | Reduce -9.1% |
| XGDVX Gabelli Dividend & Income TR | 1.28% | 23,695 | $575K | Reduce -6.4% |
| NIO Nio Inc. - ADR | 0.82% | 88,605 | $369K | Reduce -0.3% |
| EDD Morgan Stanley Emrg MRK Dom | 0.77% | 76,250 | $348K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.76% | 26,684 | $344K | New |
| MARA Mara Holdings Inc. filed as MARATHON DIGITAL HOLDINGS IN | 0.71% | 16,184 | $321K | Reduce -25.5% |
| XEGFX BlackRock Enhanced Govern | 0.24% | 11,673 | $109K | New |
Portfolio Sells Q1 2024 → Q2 2024
| BAUG Innovator U.S. Equity Buffer | Sold out | 0.00% | −9.97 |
| IAPR Innovator International Deve | Sold out | 0.00% | −6.63 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −6.60 |
| MSTR Strategy Inc. | Sold out | 0.00% | −4.35 |
| BITX 2X Bitcoin ETF | Sold out | 0.00% | −3.69 |
| PJUN Innovator U.S. Equity Power | Sold out | 0.00% | −3.12 |
| BJUL Innovator U.S. Equity Buffer | Sold out | 0.00% | −2.69 |
| KJUL Innovator U.S. Small Cap Pow | Sold out | 0.00% | −2.28 |
| TJUL Innovator Equity Defined Pro | Sold out | 0.00% | −2.01 |
| IJUL Innovator International Deve | Sold out | 0.00% | −1.84 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.71 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −1.66 |
| EAPR Innovator Emerging Markets P | Sold out | 0.00% | −1.63 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −1.57 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −1.57 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.50 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.32 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −1.31 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.28 |
| BSEP Innovator U.S. Equity Buffer | Sold out | 0.00% | −1.05 |
| IJAN Innovator International Deve | Sold out | 0.00% | −0.96 |
| BJUN Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.86 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.82 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.77 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.74 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.72 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.59 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.56 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.56 |
| PAUG Innovator U.S. Equity Power | Sold out | 0.00% | −0.54 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.53 |
| BDEC Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.51 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.51 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.51 |
| TGT Target Corp. | Sold out | 0.00% | −0.48 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.47 |
| EJUL Innovator Emerging Markets P | Sold out | 0.00% | −0.46 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.46 |
| YDEC FT Vest International Equity | Sold out | 0.00% | −0.43 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.42 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.39 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.39 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.37 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.33 |
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −0.32 |
| EWU iShares MSCI United Kingdom | Sold out | 0.00% | −0.31 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.30 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.30 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.29 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +152.2% | 8.96% | +8.39 |
| CMG Chipotle Mexican Grill Inc. | New | 7.85% | +7.85 |
| KKR KKR & Co. Inc. | Add +8.6% | 8.25% | +6.82 |
| UBER Uber Technologies Inc. | Add +16.2% | 7.88% | +6.46 |
| DKNG Draftkings Inc. Class A | Add +26.0% | 7.84% | +6.38 |
| LYV Live Nation Entertainment Inc. | Add +10.5% | 7.93% | +6.34 |
| EDD Morgan Stanley Emrg MRK Dom | New | 0.77% | +0.77 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.76% | +0.76 |
| XEGFX BlackRock Enhanced Govern | New | 0.24% | +0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 78 | $116.2M | NFLX, GOOGL, MSTR, NVDA, TSM |
| Q1 2026 | 57 | $107.2M | MSTR, AAPL, GOOGL, AMZN, NFLX |
| Q4 2025 | 75 | $135.7M | MSTR, NOW, AMZN, GOOGL, AAPL |
| Q3 2025 | 78 | $160.4M | MSTR, AMZN, AAPL, MSFT, WMT |
| Q2 2025 | 78 | $153.7M | MSTR, AMZN, MSFT, COST, META |
| Q1 2025 | 64 | $117.5M | MSTR, AMZN, COST, AAPL, WMT |
| Q4 2024 | 19 | $71.4M | AMZN, MSTR, WMT, AAPL, MSFT |
| Q3 2024 | 68 | $116.4M | MSTR, AMZN, AAPL, MSFT, APO |
| Q2 2024 | 19 | $45.0M | AMZN, AAPL, GOOGL, KKR, LYV |
| Q1 2024 | 112 | $228.7M | BAUG, IAPR, SPY, AMZN, MSTR |