AG

Accuvest Global Advisors

13F
Accuvest Global Advisors
Last update 2024-08-13 19 Stocks (4 new)
Value $45.00 Mil Turnover 19 %
Countries:
Top Holdings: AMZN(19.69%)AAPL(8.96%)GOOGL(8.84%)KKR(8.25%)LYV(7.93%)
Portfolio Report
Summary Stock Picks Current Portfolio
Accuvest Global Advisors Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN 		Amazon.com Inc
45,849
8860.320
-34.63%
19.690
-1.98%
0.000
+4.15%
+25.58%
2002659.117
Retail - Cyclical
AAPL 		Apple Inc
19,155
4034.440
+152.21%
8.960
+5.41%
0.000
+7.24%
+21.89%
3554423.148
Hardware
GOOGL 		Alphabet Inc
21,841
3978.340
-12.34%
8.840
-0.21%
0.000
+0.22%
+21.77%
2096914.900
Interactive Media
KKR 		KKR & Co Inc
35,282
3713.080
+8.61%
8.250
+0.65%
0.000
+17.66%
+69.01%
123648.268
Asset Management
LYV 		Live Nation Entertainment Inc
38,079
3569.530
+10.47%
7.930
+0.75%
0.020
+24.45%
+26.93%
27577.434
Media - Diversified
UBER 		Uber Technologies Inc
48,767
3544.390
+16.20%
7.880
+1.10%
0.000
+24.23%
+28.65%
166415.238
Software
CMG 		Chipotle Mexican Grill Inc
56,394
3533.080
New Holding
7.850
+7.85%
0.000
+18.68%
+32.25%
82839.603
Restaurants
DKNG 		DraftKings Inc
92,417
3527.560
+25.96%
7.840
+1.62%
0.020
+0.11%
+4.31%
17852.953
Travel & Leisure
APO 		Apollo Global Management Inc
29,612
3496.290
-10.91%
7.770
-0.18%
0.010
+20.13%
+58.58%
83163.394
Asset Management
BX 		Blackstone Inc
22,393
2772.250
-28.91%
6.160
-0.54%
0.000
+21.07%
+33.03%
131837.709
Asset Management

Accuvest Global Advisors's Historical Top Holdings Breakdowns

Accuvest Global Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BAUG 		Innovator U.S. Equity Buffer ETF - August2024-06-30Sold Out
-10.33%
●
37.28 ($39.07) 40.61
$43.15
10.45%
Sold Out
0
-587,062
CMG 		Chipotle Mexican Grill Inc2024-06-30New Buy
+7.85%
●
57.12 ($62.12) 68.55
$60.49
-2.62%
New holding
56,394
56,394
IAPR 		Innovator International Developed Power Buffer ETF April2024-06-30Sold Out
-6.86%
●
26.26 ($27) 27.6
$27.49
1.80%
Sold Out
0
-558,023
SPY 		S&P 500 ETF TRUST ETF2024-06-30Sold Out
-6.84%
●
495.16 ($523.39) 548.49
$581.77
11.15%
Sold Out
0
-28,868
AAPL 		Apple Inc2024-06-30Add
+5.41%
●
165 ($186.49) 216.67
$233.78
25.36%
Add 152.21%
19,155
11,560
MSTR 		MicroStrategy Inc2024-06-30Sold Out
-4.50%
●
102.83 ($144.09) 172.72
$258.34
79.29%
Sold Out
0
-58,290
BITX 		2x Bitcoin Strategy ETF2024-06-30Sold Out
-3.82%
●
31.68 ($42.15) 53.74
$35.83
-14.99%
Sold Out
0
-158,485
PJUN 		Innovator U.S. Equity Power Buffer ETF - June2024-06-30Sold Out
-3.23%
●
34.41 ($34.89) 35.64
$37.11
6.36%
Sold Out
0
-206,605
BJUL 		Innovator U.S. Equity Buffer ETF - July2024-06-30Sold Out
-2.79%
●
38.96 ($40.62) 41.78
$44.09
8.54%
Sold Out
0
-152,636
TJUL 		Innovator Equity Defined Protection ETF - 2 Yr to July 20252024-06-30Sold Out
-2.08%
●
25.97 ($26.4) 26.8
$27.56
4.39%
Sold Out
0
-174,380

Accuvest Global Advisors Total Holding History ($B)

To

Accuvest Global Advisors's Asset Allocation

To

Accuvest Global Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Accuvest Global Advisors's Hypothetical Growth since 2024-06-30

Accuvest Global Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Accuvest Global Advisors's Holdings Heat Map

Size field:

Accuvest Global Advisors's Holdings Bubble Chart

Accuvest Global Advisors News

  • 1

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