Accuvest Global Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Accuvest Global Advisors reported 19 stock positions worth $71.4 million. Its top holding was Amazon.com (AMZN) at 18.5% of the portfolio, followed by Strategy (MSTR, 9.9%) and Walmart (WMT, 7.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 52, added to 6 and reduced 10. The biggest buy was Amazon.com (AMZN, shares +6%) and the biggest sale an exit from Costco Wholesale (COST).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $71.4M (Q4 2024)
- SEC Filing
- 0001754960-25-000089 ↗ filed Feb 3, 2025
Holdings Value
Holdings 19 stocks · $71.4M
| AMZN Amazon.com Inc. | 18.54% | 59,734 | $13.2M | Add +5.6% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 9.87% | 24,352 | $7.1M | Reduce -68.1% |
| WMT Walmart Inc. | 7.88% | 61,944 | $5.6M | Add +20.3% |
| AAPL Apple Inc. | 7.46% | 21,104 | $5.3M | Reduce -5.2% |
| MSFT Microsoft Corp. | 6.00% | 10,097 | $4.3M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 5.79% | 21,633 | $4.1M | Reduce -20.1% |
| BX Blackstone Inc. | 5.63% | 23,109 | $4.0M | Reduce -8.0% |
| KKR KKR & Co. Inc. | 5.33% | 25,479 | $3.8M | Reduce -8.7% |
| APO Apollo Global Management Inc. | 5.26% | 22,400 | $3.8M | Reduce -40.0% |
| CRM Salesforce Inc. | 5.22% | 11,071 | $3.7M | New |
| PGR Progressive Corp. | 4.86% | 14,404 | $3.5M | New |
| LYV Live Nation Entertainment Inc. | 4.51% | 24,663 | $3.2M | Reduce -18.0% |
| CMG Chipotle Mexican Grill Inc. | 4.41% | 51,674 | $3.2M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.83% | 24,573 | $2.7M | Add +58.7% |
| NVDA Nvidia Corp. | 3.74% | 19,912 | $2.7M | Add +285.4% |
| KHC The Kraft Heinz Co. | 0.67% | 10,223 | $478K | Reduce -6.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.48% | 33,414 | $346K | Add +25.2% |
| CELH Celsius Holdings Inc. | 0.42% | 11,361 | $299K | Reduce -0.7% |
| SAN Banco Santander SA-Spon ADR | 0.09% | 14,016 | $64K | New |
Portfolio Sells Q3 2024 → Q4 2024
| COST Costco Wholesale Corp. | Sold out | 0.00% | −3.92 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −3.45 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −3.24 |
| NFLX Netflix Inc. | Sold out | 0.00% | −2.88 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −2.74 |
| ORCL Oracle Corp. | Sold out | 0.00% | −2.59 |
| HD Home Depot Inc. | Sold out | 0.00% | −1.96 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −1.86 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.78 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −1.25 |
| MSTR Strategy Inc. | Reduce -68.1% | 9.87% | −1.18 |
| V Visa Inc. Class A | Sold out | 0.00% | −1.13 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −1.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.90 |
| TGT Target Corp. | Sold out | 0.00% | −0.70 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.66 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.64 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.55 |
| XGDVX Gabelli Dividend & Income TR | Sold out | 0.00% | −0.55 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.52 |
| NIO Nio Inc. - ADR | Sold out | 0.00% | −0.51 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.49 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.48 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.48 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.48 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.48 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.47 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.47 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.46 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.44 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.41 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.37 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.36 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.35 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.34 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.34 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.33 |
| EDD Morgan Stanley Emrg MRK Dom | Sold out | 0.00% | −0.33 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.33 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.32 |
| GE General Electric | Sold out | 0.00% | −0.32 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.32 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.32 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.31 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.31 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.31 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.31 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.31 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.28 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.27 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +5.6% | 18.54% | +9.04 |
| CRM Salesforce Inc. | New | 5.22% | +5.22 |
| PGR Progressive Corp. | New | 4.86% | +4.86 |
| WMT Walmart Inc. | Add +20.3% | 7.88% | +4.27 |
| NVDA Nvidia Corp. | Add +285.4% | 3.74% | +3.20 |
| DIS The Walt Disney Co. | Add +58.7% | 3.83% | +2.55 |
| MSFT Microsoft Corp. | Add +0.4% | 6.00% | +1.95 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +25.2% | 0.48% | +0.17 |
| SAN Banco Santander SA-Spon ADR | New | 0.09% | +0.09 |
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 |