Accuvest Global Advisors
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Accuvest Global Advisors reported 68 stock positions worth $116.4 million. Its top holding was Strategy (MSTR) at 11.1% of the portfolio, followed by Amazon.com (AMZN, 9.5%) and Apple (AAPL, 4.6%). Compared with Q2 2024, it opened 51 new positions, sold out of 2, added to 5 and reduced 8. The biggest buy was a new position in Strategy (MSTR) and the biggest sale Uber Technologies (UBER, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $116.4M (Q3 2024)
- SEC Filing
- 0001754960-24-000557 ↗ filed Nov 12, 2024
Holdings Value
Holdings 68 stocks · $116.4M
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 11.06% | 76,309 | $12.9M | New |
| AMZN Amazon.com Inc. | 9.50% | 56,581 | $11.1M | Add +23.4% |
| AAPL Apple Inc. | 4.62% | 22,254 | $5.4M | Add +16.2% |
| MSFT Microsoft Corp. | 4.06% | 10,057 | $4.7M | New |
| APO Apollo Global Management Inc. | 4.05% | 37,331 | $4.7M | Add +26.1% |
| GOOGL Alphabet Inc. Class A | 4.02% | 27,071 | $4.7M | Add +23.9% |
| COST Costco Wholesale Corp. | 3.92% | 5,104 | $4.6M | New |
| WMT Walmart Inc. | 3.60% | 51,478 | $4.2M | New |
| MELI MercadoLibre Inc. | 3.45% | 1,938 | $4.0M | New |
| BX Blackstone Inc. | 3.34% | 25,119 | $3.9M | Add +12.2% |
| META Meta Platforms Inc. Class A | 3.24% | 6,316 | $3.8M | New |
| KKR KKR & Co. Inc. | 3.13% | 27,900 | $3.6M | Reduce -20.9% |
| NFLX Netflix Inc. | 2.88% | 4,709 | $3.4M | New |
| LYV Live Nation Entertainment Inc. | 2.87% | 30,079 | $3.3M | Reduce -21.0% |
| LLY Eli Lilly & Co. | 2.74% | 3,600 | $3.2M | New |
| CMG Chipotle Mexican Grill Inc. | 2.60% | 52,014 | $3.0M | Reduce -7.8% |
| ORCL Oracle Corp. | 2.59% | 17,666 | $3.0M | New |
| HD Home Depot Inc. | 1.96% | 5,578 | $2.3M | New |
| DKNG Draftkings Inc. Class A | 1.86% | 54,461 | $2.2M | Reduce -41.1% |
| UBER Uber Technologies Inc. | 1.78% | 27,224 | $2.1M | Reduce -44.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.28% | 15,484 | $1.5M | New |
| JPM JPMorgan Chase & Co. | 1.25% | 6,914 | $1.5M | New |
| V Visa Inc. Class A | 1.13% | 4,332 | $1.3M | New |
| ABBV Abbvie Inc. | 1.00% | 4,987 | $1.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 2,275 | $1.0M | New |
| TGT Target Corp. | 0.70% | 5,250 | $818K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.66% | 6,473 | $769K | New |
| EXPE Expedia Group Inc. | 0.64% | 5,000 | $740K | New |
| INTU Intuit Inc. | 0.55% | 1,000 | $637K | New |
| XGDVX Gabelli Dividend & Income TR | 0.55% | 23,695 | $635K | No change |
| NVDA Nvidia Corp. | 0.54% | 5,166 | $627K | New |
| UPS United Parcel Service Class B | 0.52% | 3,068 | $599K | New |
| NIO Nio Inc. - ADR | 0.51% | 88,260 | $590K | Reduce -0.4% |
| CVX Chevron Corp. | 0.49% | 2,622 | $567K | New |
| KHC The Kraft Heinz Co. | 0.49% | 10,941 | $566K | Reduce -21.0% |
| SPG Simon Property Group Inc. | 0.48% | 2,245 | $564K | New |
| XOM Exxon Mobil Corp. | 0.48% | 3,249 | $561K | New |
| BBY Best Buy Co. Inc. | 0.48% | 3,680 | $560K | New |
| VZ Verizon Communications Inc. | 0.48% | 8,380 | $556K | Reduce -23.5% |
| GIS General Mills Inc. | 0.47% | 5,059 | $551K | New |
| ADBE Adobe Inc. | 0.47% | 1,042 | $546K | New |
| MTN Vail Resorts Inc. | 0.46% | 2,083 | $535K | New |
| ABNB Airbnb Inc. Class A | 0.44% | 4,040 | $512K | New |
| JNJ Johnson & Johnson | 0.41% | 2,974 | $482K | New |
| NKE Nike Inc. Class B | 0.37% | 4,830 | $427K | New |
| COIN Coinbase Global Inc. Class A | 0.36% | 2,355 | $420K | New |
| BABA Alibaba Group Holding-SP ADR | 0.35% | 3,785 | $402K | New |
| LVS Las Vegas Sands Corp. | 0.34% | 7,784 | $398K | New |
| SPOT Spotify Technology SA | 0.34% | 1,005 | $390K | New |
| AVGO Broadcom Inc. | 0.33% | 2,249 | $388K | New |
| EDD Morgan Stanley Emrg MRK Dom | 0.33% | 76,250 | $384K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.33% | 2,156 | $382K | New |
| CELH Celsius Holdings Inc. | 0.32% | 11,435 | $372K | New |
| CBOE Cboe Global Markets Inc. | 0.32% | 1,811 | $371K | New |
| GE General Electric filed as GE AEROSPACE | 0.32% | 1,965 | $371K | New |
| LMT Lockheed Martin Corp. | 0.32% | 628 | $367K | New |
| NEE Nextera Energy Inc. | 0.32% | 4,341 | $367K | New |
| BKNG Booking Holdings Inc. | 0.31% | 87 | $366K | New |
| PDD PDD Holdings Inc. | 0.31% | 2,710 | $365K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.31% | 26,684 | $364K | No change |
| CBRE CBRE Group Inc. Class A | 0.31% | 2,947 | $364K | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.31% | 7,123 | $357K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 2,046 | $355K | New |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 8,842 | $328K | New |
| MO Altria Group Inc. | 0.27% | 6,116 | $312K | New |
| MARA Mara Holdings Inc. | 0.23% | 16,184 | $265K | No change |
| SHOP Shopify Inc. Class A | 0.21% | 3,000 | $240K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 1,716 | $231K | New |
Portfolio Sells Q2 2024 → Q3 2024
| UBER Uber Technologies Inc. | Reduce -44.2% | 1.78% | −6.09 |
| DKNG Draftkings Inc. Class A | Reduce -41.1% | 1.86% | −5.98 |
| CMG Chipotle Mexican Grill Inc. | Reduce -7.8% | 2.60% | −5.25 |
| KKR KKR & Co. Inc. | Reduce -20.9% | 3.13% | −5.12 |
| LYV Live Nation Entertainment Inc. | Reduce -21.0% | 2.87% | −5.07 |
| MANU Manchester United PLC Class A | Sold out | 0.00% | −1.52 |
| VZ Verizon Communications Inc. | Reduce -23.5% | 0.48% | −0.89 |
| KHC The Kraft Heinz Co. | Reduce -21.0% | 0.49% | −0.87 |
| NIO Nio Inc. - ADR | Reduce -0.4% | 0.51% | −0.31 |
| XEGFX BlackRock Enhanced Govern | Sold out | 0.00% | −0.24 |
Portfolio Buys Q2 2024 → Q3 2024
| MSTR Strategy Inc. | New | 11.06% | +11.06 |
| MSFT Microsoft Corp. | New | 4.06% | +4.06 |
| COST Costco Wholesale Corp. | New | 3.92% | +3.92 |
| WMT Walmart Inc. | New | 3.60% | +3.60 |
| MELI MercadoLibre Inc. | New | 3.45% | +3.45 |
| META Meta Platforms Inc. Class A | New | 3.24% | +3.24 |
| NFLX Netflix Inc. | New | 2.88% | +2.88 |
| LLY Eli Lilly & Co. | New | 2.74% | +2.74 |
| ORCL Oracle Corp. | New | 2.59% | +2.59 |
| HD Home Depot Inc. | New | 1.96% | +1.96 |
| DIS The Walt Disney Co. | New | 1.28% | +1.28 |
| JPM JPMorgan Chase & Co. | New | 1.25% | +1.25 |
| V Visa Inc. Class A | New | 1.13% | +1.13 |
| ABBV Abbvie Inc. | New | 1.00% | +1.00 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.90% | +0.90 |
| TGT Target Corp. | New | 0.70% | +0.70 |
| IRM Iron Mountain Inc. | New | 0.66% | +0.66 |
| EXPE Expedia Group Inc. | New | 0.64% | +0.64 |
| INTU Intuit Inc. | New | 0.55% | +0.55 |
| NVDA Nvidia Corp. | New | 0.54% | +0.54 |
| UPS United Parcel Service Class B | New | 0.52% | +0.52 |
| CVX Chevron Corp. | New | 0.49% | +0.49 |
| SPG Simon Property Group Inc. | New | 0.48% | +0.48 |
| XOM Exxon Mobil Corp. | New | 0.48% | +0.48 |
| BBY Best Buy Co. Inc. | New | 0.48% | +0.48 |
| GIS General Mills Inc. | New | 0.47% | +0.47 |
| ADBE Adobe Inc. | New | 0.47% | +0.47 |
| MTN Vail Resorts Inc. | New | 0.46% | +0.46 |
| ABNB Airbnb Inc. Class A | New | 0.44% | +0.44 |
| JNJ Johnson & Johnson | New | 0.41% | +0.41 |
| NKE Nike Inc. Class B | New | 0.37% | +0.37 |
| COIN Coinbase Global Inc. Class A | New | 0.36% | +0.36 |
| BABA Alibaba Group Holding-SP ADR | New | 0.35% | +0.35 |
| LVS Las Vegas Sands Corp. | New | 0.34% | +0.34 |
| SPOT Spotify Technology SA | New | 0.34% | +0.34 |
| AVGO Broadcom Inc. | New | 0.33% | +0.33 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.33% | +0.33 |
| CELH Celsius Holdings Inc. | New | 0.32% | +0.32 |
| CBOE Cboe Global Markets Inc. | New | 0.32% | +0.32 |
| GE General Electric | New | 0.32% | +0.32 |
| LMT Lockheed Martin Corp. | New | 0.32% | +0.32 |
| NEE Nextera Energy Inc. | New | 0.32% | +0.32 |
| BKNG Booking Holdings Inc. | New | 0.31% | +0.31 |
| PDD PDD Holdings Inc. | New | 0.31% | +0.31 |
| CBRE CBRE Group Inc. Class A | New | 0.31% | +0.31 |
| ONON On Holding AG Class A | New | 0.31% | +0.31 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.31% | +0.31 |
| PLTR Palantir Technologies Inc. Class A | New | 0.28% | +0.28 |
| MO Altria Group Inc. | New | 0.27% | +0.27 |
| SHOP Shopify Inc. Class A | New | 0.21% | +0.21 |
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 |