SEC 13F Intelligence

Managers / Q4 2018 · view latest →

Accuvest Global Advisors

CIK 0001497637 · 3575 N 100 E, SUITE 350, PROVO, UT, 84604 · 925-930-2882

Reported Value
$193M
Q4 2018
Positions
113
Filings on Record
31
2019–present window
Filed
Feb 14, 2019
original filing

Summary

Accuvest Global Advisors reported $193M in U.S.-listed holdings across 113 positions for Q4 2018.

The portfolio is heavily concentrated: Ishares Tr Core S P 500 Etf alone accounts for 26.6% of reported value.

Portfolio Metrics

Top-10 Concentration
+56.2%
share of reported value
Largest Position
+26.6%
Ishares Tr Core S P 500 Etf

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $193MQ4 ’18Q1 ’19: $185MQ2 ’19: $172MQ3 ’19: $49MQ4 ’19: $48MQ4 ’19Q1 ’20: $32MQ2 ’20: $38MQ3 ’20: $30MQ4 ’20: $33MQ4 ’20Q2 ’21: $199MQ3 ’21: $212MQ4 ’21: $228MQ1 ’22: $200MQ1 ’22Q2 ’22: $155MQ3 ’22: $146MQ4 ’22: $302MQ1 ’23: $221MQ1 ’23Q2 ’23: $195MQ3 ’23: $182MQ4 ’23: $94MQ1 ’24: $229MQ1 ’24Q2 ’24: $45MQ3 ’24: $116MQ4 ’24: $71MQ1 ’25: $117MQ1 ’25Q2 ’25: $154MQ3 ’25: $160MQ4 ’25: $136MQ1 ’26: $107MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 71.8%Other: 15.3%Common Stock: 12.4%ADR: 0.3%Closed-End Fund: 0.2%
  • ETP · 71.8% · $138M
  • Other · 15.3% · $29M
  • Common Stock · 12.4% · $24M
  • ADR · 0.3% · $641,000
  • Closed-End Fund · 0.2% · $448,000

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TR CORE S&P 500 ETFNEW+203.3K203.3K+$51M$51M
INVESCO DB US DOLLAR INDEX BNEW+508.4K508.4K+$13M$13M
ISHARES MSCI JAPANNEW+254.9K254.9K+$13M$13M
CST EQUITY ALLOCATIONNEW+113.9K113.9K+$11M$11M
ISHARES TR MSCI UK ETF NEWNEW+211.1K211.1K+$6M$6M
ISHARES MSCI SOUTHNEW+93.0K93.0K+$5M$5M
ISHARES MSCI CANADA ETFNEW+156.5K156.5K+$4M$4M
RSX1USDVANECK VECTORS RUSSIANEW+194.4K194.4K+$4M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2018

50 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR CORE S&P 500 ETFCOM26.55%$51M203.3K
2INVESCO DB US DOLLAR INDEX BCOM6.72%$13M508.4K
3ISHARES MSCI JAPANCOM6.71%$13M254.9K
4ISHARES TR MSCI UK ETF NEWCOM3.22%$6M211.1K
5ISHARES MSCI SOUTHCOM2.84%$5M93.0K
6CST BOND ALLOCATIONCOM2.57%$5M49.9K
7CST EQUITY ALLOCATIONCOM2.15%$4M44.1K
8ISHARES MSCI CANADA ETFCOM1.95%$4M156.5K
9RSX1USDVANECK VECTORS RUSSIAhistory →COM1.89%$4M194.4K
10ISHARES MSCI EMERGING MARKETCOM1.57%$3M77.4K
11ISHARES MSCI ACWI EX US ETFCOM1.56%$3M71.7K
12FIRST TRUST GLOBAL TACTICAL ETCOM1.48%$3M159.0K
13ISHARES INCORPORATED MSCI AUSTCOM1.33%$3M132.7K
14ISHARES INC MSCI TCOM1.32%$3M80.2K
15EMERGING MRKTS INTERNET & EC ECOM1.31%$3M94.5K
16ISHARES MSCI SCOM1.29%$2M87.7K
17NORWUSDGLOBAL X MSCI Nhistory →COM1.27%$2M211.6K
18GOLDMAN ACTIVEBETA US LC ETFCOM1.17%$2M45.0K
19CST DYNAMIC ALLOCATIONCOM0.98%$2M19.9K
20ISHARES MSCI CCOM0.90%$2M41.9K
21INVESCO BULLETSHARES 2019 CORPCOM0.90%$2M82.3K
22XLUUTILITIES SELECT SECTOR SPDRCOM0.87%$2M31.7K
23TECHNOLOGY SELECT SECT SPDRCOM0.87%$2M26.9K
24ISHARES MSCI PCOM0.84%$2M70.3K
25GOLDMAN SACHS ACTIVEBETA EMCOM0.80%$2M51.0K
26VERIZON COMMUNICATNCOM0.78%$2M26.9K
27HEALTH CARE SELECT SPDRCOM0.78%$2M17.4K
28PGPROCTER & GAMBLE COCOM0.76%$1M16.0K
29SPDR S&P 500 ETF TRUSTCOM0.70%$1M5.4K
30JNJJOHNSON & JOHNSONCOM0.68%$1M10.2K
31Total World Stk Index Fd ETF -COM0.68%$1M20.0K
32ISHARES MSCI NETHERLANDSETFCOM0.67%$1M49.2K
33XTRACKERS JAPAN JPX-NIKKEI 400COM0.65%$1M50.7K
34DLTRDOLLAR TREE INCCOM0.60%$1M12.8K
35PFEPFIZER INCCOM0.59%$1M25.9K
36ISHARES MSCI CHINA ETFCOM0.58%$1M21.2K
37ISHARES MSCI GERMANY ETFCOM0.56%$1M42.4K
38JPM DIVERSIFIED ALTERNATIVES ECOM0.53%$1M42.7K
39MCDMC DONALDS CORPCOM0.50%$966,0005.4K
40AMERN TOWER CORP REITCOM0.50%$961,0006.1K
41SBUXSTARBUCKS CORPCOM0.48%$923,00014.3K
42VISA INC CLASS ACOM0.48%$919,0007.0K
43KOCOCA COLA COMPANYCOM0.45%$864,00018.2K
44ISHARES MSCI TURKEY ETFCOM0.44%$843,00034.3K
45JP MORGAN ULTRA SHRT INC ETFCOM0.42%$807,00016.1K
46DISWALT DISNEY COCOM0.38%$734,0006.7K
47ISHARES MSCI BRAZIL ETFCOM0.38%$732,00019.2K
48ABBVABBVIE INCCOM0.38%$732,0007.9K
49LULULULULEMON ATHLETICACOM0.37%$708,0005.8K
50ISHARES MSCI ISRAEL ETFCOM0.36%$690,00014.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$107M57May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$136M75Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$160M78Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$154M78Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$117M64May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$71M19Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$116M68Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$45M19Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$229M112May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$94M75Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$182M105Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$195M115Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$221M130May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$302M102Jan 12, 202313F-HRchanges · EDGAR ↗
Q3 2022$146M102Oct 20, 202213F-HRchanges · EDGAR ↗
Q2 2022$155M97Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$200M97May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$228M111Jan 28, 202213F-HRchanges · EDGAR ↗
Q3 2021$212M110Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021$199M94Aug 16, 202113F-HRchanges · EDGAR ↗
Q4 2020$33M35Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$30M36Oct 30, 202013F-HRchanges · EDGAR ↗
Q2 2020$38M53Jul 15, 202013F-HRchanges · EDGAR ↗
Q1 2020$32M46Apr 23, 202013F-HRchanges · EDGAR ↗
Q4 2019$48M62Jan 29, 202013F-HRchanges · EDGAR ↗
Q3 2019$49M69Nov 8, 2019RESTATEMENTchanges · EDGAR ↗
Q2 2019$172M93Jul 17, 201913F-HRchanges · EDGAR ↗
Q1 2019$185M107Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$193M113Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.