$443 Million is the total value of Accuvest Global Advisors's 69 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MPC | Exit | Marathon Petroleum Corp. | $0 | – | -4,200 | -100.0% | -0.07% | – |
| SPG | Exit | Simon Property Group Inc | $0 | – | -2,200 | -100.0% | -0.08% | – |
| BWZ | Exit | Barclays Short Term Treasury E | $0 | – | -13,170 | -100.0% | -0.12% | – |
| USO | Exit | US Oil FD L.P. | $0 | – | -16,165 | -100.0% | -0.15% | – |
| AMX | Exit | America Movil | $0 | – | -46,668 | -100.0% | -0.23% | – |
| BLV | Exit | Long-Term Bond ETF -Vanguard | $0 | – | -13,920 | -100.0% | -0.29% | – |
| FEX | Exit | US FEX Equity Large Cap ETF - | $0 | – | -33,490 | -100.0% | -0.32% | – |
| AGG | Exit | Barclays Aggregate Bond Fund E | $0 | – | -14,860 | -100.0% | -0.40% | – |
| EWA | Exit | Australia ETF - iShares | $0 | – | -86,480 | -100.0% | -0.55% | – |
| TLT | Exit | 20+ yr Treasury ETF - iShares | $0 | – | -27,000 | -100.0% | -0.73% | – |
| ELD | Exit | EM Fixed Income ETF -Wisdomtre | $0 | – | -75,751 | -100.0% | -0.90% | – |
| BOND | Exit | PIMCO Total Return ETF | $0 | – | -38,980 | -100.0% | -1.04% | – |
| IWO | Exit | Russell 2000 Growth | $0 | – | -38,935 | -100.0% | -1.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| US S&P 500 Index ETF - SPDR | 42 | Q3 2023 | 37.8% |
| US S&P500 ETF - iShares | 42 | Q3 2023 | 38.5% |
| APPLE INC | 36 | Q3 2023 | 11.3% |
| ISHARES TR | 35 | Q1 2023 | 9.1% |
| TECHNOLOGY SELECT SECT SPDR | 32 | Q3 2023 | 3.2% |
| Sweden ETF - iShares | 30 | Q3 2023 | 4.7% |
| Korea ETF - iShares | 29 | Q3 2023 | 5.6% |
| ISHARES MSCI AUSTRIA ETF | 27 | Q3 2023 | 5.1% |
| JPMORGAN CHASE & CO | 27 | Q3 2023 | 2.3% |
| ALPHABET INC. CLASS A | 26 | Q3 2023 | 2.9% |
View Accuvest Global Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-28 |
View Accuvest Global Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.