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| Accuvest Global Advisors Inc
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| |
|---|---|
| CRD # | 134096 |
| SEC # | 801-68887 |
| CIK # | 0001497637 |
| AUM | $518.0 MM (2024-01-26) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 925-930-2882 |
| Address | 3575 N 100 E Provo, UT 84604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 8.9 | |
| AAPL | 2,382,844.0 | 4.0 | |
| GOOGL | 1,475,138.5 | 4.0 | |
| KKR | 28,777.0 | 3.7 | |
| LYV | 19,244.0 | 3.6 | |
| UBER | 43,357.6 | 3.5 | |
| CMG | 36,040.0 | 3.5 | |
| DKNG | 5,580.5 | 3.5 | |
| APO | 29,452.5 | 3.5 | |
| BX | 69,051.8 | 2.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.0 |
| (b) Individuals (high net worth individuals) | 21 | 30.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 63.0 |
| (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 | 1 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 3.8 |
| (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 | 7 | 14.5 |
| (n) Other | 2 | 402.6 |
| Total | 310 | 518.0 |
| By Discretionary | ||
| Discretionary | 310 | 518.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 310 | 518.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 409.5 | |
| United States Persons | 108.5 | |
| Total | 310 | 518.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001497637] |
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