$32.9 Million is the total value of Accuvest Global Advisors's 35 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EWU | Exit | ISHARES TRUST MSCI UK ETF NEW | $0 | – | -1,164 | -100.0% | -0.10% | – |
QQQ | Exit | POWERSHARES QQQ TRUST SRS 1 ET | $0 | – | -580 | -100.0% | -0.53% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC | $0 | – | -1,550 | -100.0% | -1.08% | – |
EFNL | Exit | ISHARES TRUST MSCI FINLAND ETF | $0 | – | -8,346 | -100.0% | -1.10% | – |
ACWX | Exit | ISHARES MSCI ACWI EX US ETF | $0 | – | -8,121 | -100.0% | -1.22% | – |
XLV | Exit | HEALTH CARE SELECT SECTOR | $0 | – | -4,689 | -100.0% | -1.62% | – |
SDS | Exit | UltraShort S&P 500 ETF - ProSh | $0 | – | -50,000 | -100.0% | -2.62% | – |
EWK | Exit | ISHARES MSCI BELGIUM ETF | $0 | – | -50,852 | -100.0% | -2.85% | – |
EWQ | Exit | ISHARES INC MSCI FRANCE ETF | $0 | – | -46,091 | -100.0% | -4.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
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 | 2024-02-13 |
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 |
13F-HR | 2021-11-03 |
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.