Argonautica Private Wealth Management, Inc Portfolio Holdings

Argonautica Private Wealth Management, Inc

  • $291 Billion
  • Q1 2025

Argonautica Private Wealth Management, Inc has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $291 Billion distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.1B, Microsoft Corp with a value of $14.3B, Alphabet Inc. with a value of $11.1B, Nvidia Corp with a value of $10.6B, and Amazon Com Inc with a value of $8.06B.

Examining the 13F form we can see an decrease of $18.7B in the current position value, from $310B to 291B.

Argonautica Private Wealth Management, Inc is based out at Wellesley, MA

Below you can find more details about Argonautica Private Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $291 Billion
Technology: $107 Billion
Healthcare: $28.8 Billion
Consumer Cyclical: $27.7 Billion
Financial Services: $22.6 Billion
Industrials: $20.7 Billion
Communication Services: $20.6 Billion
Energy: $18.1 Billion
ETFs: $15.1 Billion
Other: $18.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.75B
$478 Million 0.16% of portfolio
6,416
Q1 2025 Added 2.51%
$42.6B
$457 Million 0.16% of portfolio
4,816
Q1 2025 Added 11.07%
$296B
$475 Million 0.16% of portfolio
717
Q1 2025 Added 7.66%
$246B
$451 Million 0.16% of portfolio
4,049
Q1 2025 Added 12.6%
$19.6B
$436 Million 0.15% of portfolio
17,181
Q1 2025 Added 3.71%
$136B
$432 Million 0.15% of portfolio
3,856
Q1 2025 Reduced 6.16%
$11.7B
$447 Million 0.15% of portfolio
2,238
Q1 2025 Reduced 5.17%
$70.2B
$424 Million 0.15% of portfolio
2,573
Q1 2025 Reduced 0.5%
$30.2B
$430 Million 0.15% of portfolio
4,676
Q1 2025 New
$7.77B
$423 Million 0.15% of portfolio
2,546
Q1 2025 Added 10.65%
$36.2B
$430 Million 0.15% of portfolio
3,574
Q1 2025 Reduced 4.41%
$27.9B
$447 Million 0.15% of portfolio
3,895
Q1 2025 Reduced 5.07%
$41B
$428 Million 0.15% of portfolio
8,843
Q1 2025 New
$173B
$413 Million 0.14% of portfolio
6,380
Q1 2025 Added 13.71%
$33.8B
$409 Million 0.14% of portfolio
2,286
Q1 2025 Reduced 5.93%
$48.3B
$399 Million 0.14% of portfolio
8,453
Q1 2025 Added 11.75%
$18.5B
$417 Million 0.14% of portfolio
3,302
Q1 2025 New
$27.3B
$408 Million 0.14% of portfolio
218
Q1 2025 Reduced 5.22%
$32.5B
$407 Million 0.14% of portfolio
5,958
Q1 2025 Added 3.15%
$51.7B
$387 Million 0.13% of portfolio
5,711
Q1 2025 Reduced 4.9%
$52.2B
$372 Million 0.13% of portfolio
1,796
Q1 2025 Reduced 5.07%
$233B
$371 Million 0.13% of portfolio
2,101
Q1 2025 Added 11.7%
$93.6B
$368 Million 0.13% of portfolio
16,200
Q1 2025 Reduced 25.0%
$152B
$385 Million 0.13% of portfolio
6,465
Q1 2025 Added 13.64%
$19.5B
$355 Million 0.12% of portfolio
12,282
Q1 2025 Added 4.04%
$215B
$335 Million 0.12% of portfolio
4,563
Q1 2025 Added 16.11%
$69.4B
$341 Million 0.12% of portfolio
2,659
Q1 2025 Added 13.63%
$95.7B
$363 Million 0.12% of portfolio
5,349
Q1 2025 Reduced 87.26%
$22.5B
$353 Million 0.12% of portfolio
7,741
Q1 2025 Added 14.99%
$21.3B
$339 Million 0.12% of portfolio
5,091
Q1 2025 Added 14.79%
$61.7B
$325 Million 0.11% of portfolio
4,051
Q1 2025 Reduced 4.97%
$69.3B
$324 Million 0.11% of portfolio
85
Q1 2025 Reduced 6.59%
$59B
$334 Million 0.11% of portfolio
1,755
Q1 2025 New
$14.4B
$314 Million 0.11% of portfolio
3,789
Q1 2025 Added 14.75%
$27.3B
$313 Million 0.11% of portfolio
2,864
Q1 2025 Reduced 85.98%
$19.7B
$320 Million 0.11% of portfolio
9,637
Q2 2023 New
$26.3B
$310 Million 0.11% of portfolio
4,000
Q2 2024 Reduced 50.0%
$12.9B
$312 Million 0.11% of portfolio
1,648
Q1 2025 New
$6.42B
$290 Million 0.1% of portfolio
2,495
Q1 2025 New
$75.6B
$286 Million 0.1% of portfolio
6,080
Q1 2025 Reduced 5.59%
$172B
$277 Million 0.1% of portfolio
6,109
Q1 2025 Reduced 5.48%
$49.2B
$296 Million 0.1% of portfolio
7,082
Q1 2025 Added 18.09%
$37.3B
$280 Million 0.1% of portfolio
3,743
Q1 2025 Reduced 4.2%
$61.4B
$297 Million 0.1% of portfolio
4,823
Q1 2025 Reduced 1.47%
$6.37B
$262 Million 0.09% of portfolio
1,638
Q1 2025 Added 10.83%
$47.7B
$247 Million 0.09% of portfolio
2,370
Q1 2025 Added 0.81%
$180B
$265 Million 0.09% of portfolio
3,737
Q1 2025 Reduced 6.03%
$32.7B
$256 Million 0.09% of portfolio
2,634
Q1 2025 Reduced 4.36%
$97.3B
$261 Million 0.09% of portfolio
4,340
Q1 2025 Added 20.02%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $291 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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