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Accuvest Global Advisors Top Holdings and 13F Report (2025)

About Accuvest Global Advisors

Investment Activity

  • Accuvest Global Advisors has $117.48 million in total holdings as of March 31, 2025.
  • Accuvest Global Advisors owns shares of 64 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 59.06% of the portfolio was purchased this quarter.
  • About 14.13% of the portfolio was sold this quarter.
  • This quarter, Accuvest Global Advisors has purchased 19 new stocks and bought additional shares in 5 stocks.
  • Accuvest Global Advisors sold shares of 10 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Strategy
$24,452,000
Amazon.com
$10,789,000
Costco Wholesale
$4,657,000
Apple
$4,176,000
Walmart
$4,062,000

Largest New Holdings this Quarter

22160K105 - Costco Wholesale
$4,657,000 Holding
L8681T102 - Spotify Technology
$3,917,000 Holding
30303M102 - Meta Platforms
$3,829,000 Holding
872540109 - TJX Companies
$3,807,000 Holding
64110L106 - Netflix
$3,491,000 Holding

Largest Purchases this Quarter

Strategy
60,470 shares (about $17.43M)
Costco Wholesale
4,924 shares (about $4.66M)
Spotify Technology
7,121 shares (about $3.92M)
Meta Platforms
6,643 shares (about $3.83M)
TJX Companies
31,256 shares (about $3.81M)

Largest Sales this Quarter

Progressive
9,261 shares (about $2.62M)
NVIDIA
14,333 shares (about $1.55M)
Chipotle Mexican Grill
30,128 shares (about $1.51M)
Walmart
15,672 shares (about $1.38M)
Live Nation Entertainment
5,036 shares (about $657.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAccuvest Global Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Strategy Incorporated stock logo
MSTR
Strategy
$24,452,000$17,431,945 248.3%84,82220.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,789,000$575,913 -5.1%56,7079.2%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,657,000$4,657,000 New Holding4,9244.0%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$4,176,000$512,281 -10.9%18,7983.6%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$4,062,000$1,375,771 -25.3%46,2723.5%Retail/Wholesale
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$3,917,000$3,917,000 New Holding7,1213.3%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,829,000$3,829,000 New Holding6,6433.3%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,807,000$3,807,000 New Holding31,2563.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,637,000$291,226 8.7%23,5163.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,537,000$253,394 -6.7%9,4223.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$3,491,000$3,491,000 New Holding3,7443.0%Consumer Discretionary
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$3,364,000$296,731 9.7%24,5672.9%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,081,000$3,081,000 New Holding43,4592.6%Utilities
Blackstone Inc. stock logo
BX
Blackstone
$3,004,000$226,614 -7.0%21,4882.6%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$2,647,000$298,363 -10.1%22,8982.3%Finance
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$2,563,000$657,628 -20.4%19,6272.2%Consumer Discretionary
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$2,255,000$2,255,000 New Holding1,1561.9%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$1,896,000$1,896,000 New Holding6,0701.6%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,888,000$1,888,000 New Holding3,5451.6%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,733,000$1,733,000 New Holding24,1951.5%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,517,000$1,517,000 New Holding6,1841.3%Finance
The Progressive Co. stock logo
PGR
Progressive
$1,456,000$2,621,819 -64.3%5,1431.2%Finance
Visa Inc. stock logo
V
Visa
$1,346,000$1,346,000 New Holding3,8421.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$1,213,000$1,213,000 New Holding5,7891.0%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,169,000$1,169,000 New Holding16,0491.0%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$1,163,000$1,163,000 New Holding3051.0%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,082,000$1,512,972 -58.3%21,5460.9%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,029,000$1,029,000 New Holding6,2030.9%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$1,007,000$1,007,000 New Holding7030.9%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$763,000$763,000 New Holding1,5400.6%Medical
PALANTIR TECHNOLOGIES INC
$757,000$757,000 New Holding8,9720.6%CL A
NVIDIA Co. stock logo
NVDA
NVIDIA
$605,000$1,554,305 -72.0%5,5790.5%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$590,000$590,000 New Holding3,5250.5%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$581,000$581,000 New Holding12,8070.5%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$574,000$574,000 New Holding4,8260.5%Energy
Shopify Inc. stock logo
SHOP
Shopify
$566,000$566,000 New Holding5,9290.5%Computer and Technology
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$498,000$498,000 New Holding2,9980.4%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$489,000$489,000 New Holding4,4420.4%Transportation
General Mills, Inc. stock logo
GIS
General Mills
$488,000$488,000 New Holding8,1630.4%Consumer Staples
Celsius Holdings, Inc. stock logo
CELH
Celsius
$485,000$80,649 19.9%13,6270.4%Consumer Staples
Vail Resorts, Inc. stock logo
MTN
Vail Resorts
$469,000$469,000 New Holding2,9340.4%Consumer Discretionary
PDD Holdings Inc. stock logo
PDD
PDD
$421,000$421,000 New Holding3,5580.4%Retail/Wholesale
CHENIERE ENERGY INC
$413,000$413,000 New Holding1,7840.4%COM NEW
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$411,000$411,000 New Holding4,7760.3%Business Services
GE Aerospace stock logo
GE
GE Aerospace
$396,000$396,000 New Holding1,9810.3%Industrials
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$385,000$385,000 New Holding9,2480.3%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$367,000$367,000 New Holding6,1160.3%Consumer Staples
Nu Holdings Ltd. stock logo
NU
NU
$357,000$14,867 4.3%34,8660.3%Finance
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$338,000$338,000 New Holding2,5810.3%Finance
Nio Inc - stock logo
NIO
NIO
$331,000$331,000 New Holding86,9390.3%Auto/Tires/Trucks
Booking Holdings Inc. stock logo
BKNG
Booking
$327,000$327,000 New Holding710.3%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$317,000$317,000 New Holding4,9910.3%Consumer Discretionary
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$311,000$311,000 New Holding1,5160.3%Consumer Discretionary
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$306,000$306,000 New Holding1,7750.3%Finance
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$281,000$281,000 New Holding24,1320.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$257,000$257,000 New Holding2,5000.2%Computer and Technology
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$245,000$245,000 New Holding5,4310.2%Business Services
Warby Parker Inc. stock logo
WRBY
Warby Parker
$244,000$244,000 New Holding13,4060.2%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$231,000$231,000 New Holding8900.2%Auto/Tires/Trucks
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$228,000$228,000 New Holding1,3710.2%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$219,000$219,000 New Holding7,7570.2%Computer and Technology
REDDIT INC
$215,000$215,000 New Holding2,0460.2%CL A
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$145,000$145,000 New Holding10,6600.1%Finance
Apollo Commercial Real Estate Finance, Inc. stock logo
ARI
Apollo Commercial Real Estate Finance
$107,000$107,000 New Holding11,2140.1%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$0$3,731,791 -100.0%00.0%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$0$2,736,207 -100.0%00.0%Consumer Discretionary
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$0$478,124 -100.0%00.0%Consumer Staples
Banco Santander, S.A. stock logo
SAN
Banco Santander
$0$63,913 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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