Analyzing Accuvest Global Advisors' Q3 2022 and Q4 2022 Holdings: A Comparative Study

The 13F filings of Accuvest Global Advisors, which manages a portfolio of more than $1 billion for institutional clients, show that the firm has made significant changes to its equity holdings in the last quarter of 2022. In this blog post, we'll explore the updates made by Accuvest Global Advisors and analyze the shifts in its Q3 2022 and Q4 2022 holdings.

Introduction

Accuvest Global Advisors is an investment advisor that provides discretionary investment management services to institutional clients, including pension plans, endowments, foundations, corporations, and high net worth individuals. The firm's investment approach is research-driven, and it aims to provide clients with long-term investment solutions that are tailored to meet their specific investment objectives.

In this blog post, we'll take a look at the firm's Q3 2022 and Q4 2022 13F filings and analyze the changes made in its holdings. We'll begin by briefly explaining what 13F filings are and why they matter.

What are 13F Filings?

In the United States, firms that manage more than $100 million in securities are required to file a quarterly report with the Securities and Exchange Commission (SEC) known as a Form 13F. The form lists all of the equity securities they hold, along with the number of shares and the total value of each position.

Form 13F filings provide an insight into the investment strategy of the reporting firms and give investors a chance to analyze the holdings of institutional investors.

Main Body

Accuvest Global Advisors' 13F filings for Q3 2022 and Q4 2022 show significant changes in its equity holdings. Although the firm sold most of its shares in SPDR S&P 500 ETF Trust (SPY) during this period, it added shares to several other holdings.

The following is a breakdown of some of the most notable changes in Accuvest Global Advisors' Q3 2022 and Q4 2022 holdings.

- ISHARES TR (IVV): Accuvest Global Advisors increased its position in ISHARES TR by 104,403 shares or a 4,534% increase, with a total value of $40,196,000.

- GOLDMAN SACHS ETF TR (GSIE): Accuvest Global Advisors increased its position in GOLDMAN SACHS ETF TR by 736,517 shares or a 214.8% increase, with a total value of $31,055,000.

- ISHARES TR (IWD): Accuvest Global Advisors increased its position in ISHARES TR by 82,040 shares or a 249.8% increase, with a total value of $17,426,000.

- KKR & CO INC (KKR): Accuvest Global Advisors increased its position in KKR & CO INC by 89,884 shares or a 99.2% increase, with a total value of $8,375,000.

- MICROSOFT CORP (MSFT): Accuvest Global Advisors increased its position in MICROSOFT CORP by 10,057 shares or a 82.5% increase, with a total value of $5,336,000.

- BLACKSTONE INC (BX): Accuvest Global Advisors increased its position in BLACKSTONE INC by 59,860 shares or a 71.5% increase, with a total value of $10,657,000.

- SELECT SECTOR SPDR TR (XLI): Accuvest Global Advisors opened a new position in SELECT SECTOR SPDR TR with 43,564 shares, a total value of $4,278,000.

- J P MORGAN EXCHANGE TRADED FD (JEPI): Accuvest Global Advisors opened a new position in J P MORGAN EXCHANGE TRADED FD with 78,395 shares, a total value of $8,689,000.

- VISA INC (V): Accuvest Global Advisors opened a new position in VISA INC with 16,379 shares, a total value of $6,929,000.

- NIKE INC (NKE): Accuvest Global Advisors opened a new position in NIKE INC with 25,557 shares, a total value of $6,342,000.

- APPLE INC (AAPL): Accuvest Global Advisors opened a new position in APPLE INC with 18,459 shares, a total value of $5,418,000.

- THERMO FISHER SCIENTIFIC INC (TMO): Accuvest Global Advisors opened a new position in THERMO FISHER SCIENTIFIC INC with 3,826 shares, a total value of $4,435,000.

Conclusion

Accuvest Global Advisors is a prominent investment advisor that manages a portfolio of over $1 billion in assets for institutional clients. Its Q3 2022 and Q4 2022 13F filings indicate that the firm has recently made several significant changes to its equity holdings, with some notable additions, including increased positions in ISHARES TR, GOLDMAN SACHS ETF TR, and KKR & CO INC.

Form 13F filings provide insight into the investment strategy of institutional investors, and analyzing them can help individual investors make informed decisions. However, it should not be the only source of information for making investment decisions. It's important to remember that these filings were made after the fact and do not necessarily reflect the current holdings or strategies of the reporting firms.