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| Happy Holidays!! thanks for using AUM13F!! |
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001497637 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MicroStrategy Inc | 29.0 | ||
| Amazon Com Inc | 7.1 | ||
| Microsoft Corp | 6.3 | ||
| Costco Wholesale Corp /NEW | 5.3 | ||
| Facebook Inc | 5.3 | ||
| Wal Mart Stores Inc | 5.2 | ||
| Spotify Technology Sa | 5.1 | ||
| Netflix Inc | 5.0 | ||
| Apollo Global Management Inc | 4.7 | ||
| VISA Inc | 4.5 | ||
| Apple Inc | 4.4 | ||
| TJX Companies Inc /DE/ | 4.3 | ||
| KKR & Co LP | 4.3 | ||
| Live Nation Entertainment Inc | 4.2 | ||
| Coca Cola Co | 4.0 | ||
| MercadoLibre Inc | 4.0 | ||
| Progressive Corp/Oh/ | 4.0 | ||
| Blackstone Group LP | 3.8 | ||
| Uber Technologies Inc | 3.3 | ||
| Metropcs Communications Inc | 3.0 | ||
| Lilly Eli & Co | 3.0 | ||
| American Tower Corp /MA/ | 2.6 | ||
| O Reilly Automotive Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Brookfield Asset Management Inc | 2.0 | ||
| ServiceNow Inc | 1.6 | ||
| Semler Scientific Inc | 1.6 | ||
| Palantir Technologies Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($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] |
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|---|---|---|
|
Ignite Planners LLC
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CA | 0.9 |
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Harvey Investment Company LLC
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KY | 0.9 |
|
Passive Capital Management LLC
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NY | 0.9 |
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Randolph Co Inc
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OH | 0.9 |
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Summit Asset Management LLC
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TN | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
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0.9 | |
|
Lathrop Investment Management Company
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|
AR | 0.9 |
|
Cutter and Company Brokerage Inc
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|
MO | 0.9 |
|
Pinnacle Wealth Advisors
✚
|
TN | 0.9 |
|
CA Family Wealth LLC
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|
CA | 0.9 |