$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSCI ACWI ETF - SPDR (London) | $2,833,000 | +7.3% | 30,261 | 0.0% | 0.64% | -4.5% | ||
| AAPL | Apple Inc | $1,352,000 | +17.7% | 2,410 | 0.0% | 0.30% | +4.8% | |
| BAC | Bank of America Corp | $685,000 | +12.9% | 44,000 | 0.0% | 0.16% | +0.6% | |
| CSMA | Merger Arb ETF - Credit Suisse | $395,000 | +0.8% | 18,740 | 0.0% | 0.09% | -10.1% | |
| GDX | Gold Miners ETF - Market Vecto | $388,000 | -15.7% | 18,375 | 0.0% | 0.09% | -24.1% | |
| AMT | American Tower Corp-Class A | $343,000 | +7.5% | 4,300 | 0.0% | 0.08% | -4.9% | |
| XOM | Exxon Mobil Corp | $326,000 | +17.7% | 3,225 | 0.0% | 0.07% | +5.7% | |
| HOV | Hovnanian Enterprises Inc. | $182,000 | +26.4% | 27,450 | 0.0% | 0.04% | +13.9% |
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.