David Allen

Accuvest Global Advisors as of March 31, 2025

Portfolio Holdings for Accuvest Global Advisors

Accuvest Global Advisors holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microstrategy Cl A New (MSTR) 20.8 $25M 85k 288.27
Amazon (AMZN) 9.2 $11M 57k 190.26
Costco Wholesale Corporation (COST) 4.0 $4.7M 4.9k 945.78
Apple (AAPL) 3.6 $4.2M 19k 222.15
Wal-Mart Stores (WMT) 3.5 $4.1M 46k 87.79
Spotify Technology S A SHS (SPOT) 3.3 $3.9M 7.1k 550.06
Meta Platforms Cl A (META) 3.3 $3.8M 6.6k 576.40
TJX Companies (TJX) 3.2 $3.8M 31k 121.80
Alphabet Cap Stk Cl A (GOOGL) 3.1 $3.6M 24k 154.66
Microsoft Corporation (MSFT) 3.0 $3.5M 9.4k 375.40
Netflix (NFLX) 3.0 $3.5M 3.7k 932.43
Apollo Global Mgmt (APO) 2.9 $3.4M 25k 136.93
Nextera Energy (NEE) 2.6 $3.1M 44k 70.89
Blackstone Group Inc Com Cl A (BX) 2.6 $3.0M 22k 139.80
Kkr & Co (KKR) 2.3 $2.6M 23k 115.60
Live Nation Entertainment (LYV) 2.2 $2.6M 20k 130.59
MercadoLibre (MELI) 1.9 $2.3M 1.2k 1950.69
McDonald's Corporation (MCD) 1.6 $1.9M 6.1k 312.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $1.9M 3.5k 532.58
Coca-Cola Company (KO) 1.5 $1.7M 24k 71.63
JPMorgan Chase & Co. (JPM) 1.3 $1.5M 6.2k 245.31
Progressive Corporation (PGR) 1.2 $1.5M 5.1k 283.10
Visa Com Cl A (V) 1.1 $1.3M 3.8k 350.34
Abbvie (ABBV) 1.0 $1.2M 5.8k 209.54
Uber Technologies (UBER) 1.0 $1.2M 16k 72.84
AutoZone (AZO) 1.0 $1.2M 305.00 3813.11
Chipotle Mexican Grill (CMG) 0.9 $1.1M 22k 50.22
Johnson & Johnson (JNJ) 0.9 $1.0M 6.2k 165.89
O'reilly Automotive (ORLY) 0.9 $1.0M 703.00 1432.43
Intuitive Surgical Com New (ISRG) 0.6 $763k 1.5k 495.45
Palantir Technologies Cl A (PLTR) 0.6 $757k 9.0k 84.37
NVIDIA Corporation (NVDA) 0.5 $605k 5.6k 108.44
Chevron Corporation (CVX) 0.5 $590k 3.5k 167.38
Verizon Communications (VZ) 0.5 $581k 13k 45.37
Exxon Mobil Corporation (XOM) 0.5 $574k 4.8k 118.94
Shopify Cl A (SHOP) 0.5 $566k 5.9k 95.46
Simon Property (SPG) 0.4 $498k 3.0k 166.11
United Parcel Service CL B (UPS) 0.4 $489k 4.4k 110.09
General Mills (GIS) 0.4 $488k 8.2k 59.78
Celsius Hldgs Com New (CELH) 0.4 $485k 14k 35.59
Vail Resorts (MTN) 0.4 $469k 2.9k 159.85
Pdd Holdings Sponsored Ads (PDD) 0.4 $421k 3.6k 118.32
Cheniere Energy Com New (LNG) 0.4 $413k 1.8k 231.50
Iron Mountain (IRM) 0.3 $411k 4.8k 86.06
Ge Aerospace Com New (GE) 0.3 $396k 2.0k 199.90
Robinhood Mkts Com Cl A (HOOD) 0.3 $385k 9.2k 41.63
Altria (MO) 0.3 $367k 6.1k 60.01
Nu Hldgs Ord Shs Cl A (NU) 0.3 $357k 35k 10.24
Cbre Group Cl A (CBRE) 0.3 $338k 2.6k 130.96
Nio Spon Ads (NIO) 0.3 $331k 87k 3.81
Booking Holdings (BKNG) 0.3 $327k 71.00 4605.63
Nike CL B (NKE) 0.3 $317k 5.0k 63.51
Royal Caribbean Cruises (RCL) 0.3 $311k 1.5k 205.15
Coinbase Global Com Cl A (COIN) 0.3 $306k 1.8k 172.39
Sofi Technologies (SOFI) 0.2 $281k 24k 11.64
Advanced Micro Devices (AMD) 0.2 $257k 2.5k 102.80
Affirm Hldgs Com Cl A (AFRM) 0.2 $245k 5.4k 45.11
Warby Parker Cl A Com (WRBY) 0.2 $244k 13k 18.20
Tesla Motors (TSLA) 0.2 $231k 890.00 259.55
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $228k 1.4k 166.30
At&t (T) 0.2 $219k 7.8k 28.23
Reddit Cl A (RDDT) 0.2 $215k 2.0k 105.08
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $145k 11k 13.60
Apollo Commercial Real Est. Finance (ARI) 0.1 $107k 11k 9.54