Accuvest Global Advisors is based out of Provo. Accuvest Global Advisors is a large advisory firm with 41 clients and discretionary assets under management (AUM) of $517,953,758 (Form ADV from 2024-01-26). Their last reported 13F filing for Q4 2023 included $93,799,699 in managed 13F securities
and a top 10 holdings concentration of 47.54%. Accuvest Global Advisors's largest holding is Amazon.com Inc. with shares held of 66,921. Whalewisdom has at least 58 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AMZN Amazon.com Inc. | 7.42% |
LYV Live Nation Entertai | 2.79% |
APO Apollo Global Manage | 2.31% |
TMUS T-Mobile US Inc | 2.22% |
MRK Merck & Co | 1.16% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 7.93% |
IAPR Innovator Internatio | 7.53% |
BAUG Innovator U.S. Equit | 4.14% |
GSIE Goldman Sachs Active | 3.68% |
PJUN Innovator U.S. Equit | 3.65% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AMZN Amazon.com Inc. | 10.84% |
MSTR MicroStrategy Inc. | 7.51% |
LYV Live Nation Entertai | 4.29% |
COST Costco Co. | 3.98% |
MSFT Microsoft Corp. | 3.95% |
2023-12-31
13F Activity
Market Value | $93.8m, Prior: $182m |
New Purchases | 26 stocks |
Added To | 9 stocks |
Sold out of | 56 stocks |
Reduced holdings in | 34 stocks |
Top 10 Holdings % | 47.54% |
Turnover %[1] | 109.33% |
Turnover Alt %[2] | 18.81% |
Time Held Top 20 | 3.85 quarters |
Time Held Top 10 | 0.1 quarters |
Time Held All | 5.53 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31