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| Accuvest Global Advisors Inc
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|---|---|
| CRD # | 134096 |
| SEC # | 801-68887 |
| CIK # | 0001497637 |
| AUM | $937.7 M (2025-05-05) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 925-930-2882 |
| Address | 3575 N 100 E Provo, UT 84604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MicroStrategy Inc | 29.0 | ||
| Amazon Com Inc | 7.1 | ||
| Microsoft Corp | 6.3 | ||
| Costco Wholesale Corp /NEW | 5.3 | ||
| Facebook Inc | 5.3 | ||
| Wal Mart Stores Inc | 5.2 | ||
| Spotify Technology Sa | 5.1 | ||
| Netflix Inc | 5.0 | ||
| Apollo Global Management Inc | 4.7 | ||
| VISA Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Mosaic Exodus 1 LLC | 2025-05-05 | 17.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.7 |
| (b) Individuals (high net worth individuals) | 27 | 43.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 78.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 23.9 |
| (n) Other | 2 | 787.9 |
| Total | 383 | 937.7 |
| By Discretionary | ||
| Discretionary | 383 | 937.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 383 | 937.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 937.7 | |
| Total | 383 | 937.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001497637] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ignite Planners LLC
✚
|
CA | 0.9 |
|
Harvey Investment Company LLC
✚
|
KY | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Randolph Co Inc
✚
|
OH | 0.9 |
|
Summit Asset Management LLC
✚
|
TN | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
✚
|
0.9 | |
|
Lathrop Investment Management Company
✚
|
AR | 0.9 |
|
Cutter and Company Brokerage Inc
✚
|
MO | 0.9 |
|
Pinnacle Wealth Advisors
✚
|
TN | 0.9 |
|
CA Family Wealth LLC
✚
|
CA | 0.9 |