Argonautica Private Wealth Management, Inc Portfolio Holdings

Argonautica Private Wealth Management, Inc

  • $316 Billion
  • Q2 2025

Argonautica Private Wealth Management, Inc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $316 Billion distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.5B, Apple Inc. with a value of $15.5B, Nvidia Corp with a value of $15.3B, Alphabet Inc. with a value of $12.3B, and Broadcom Inc. with a value of $11.4B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $291B to 316B.

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 $316 Billion
Technology: $133 Billion
Consumer Cyclical: $24.9 Billion
Communication Services: $23.4 Billion
Financial Services: $22.5 Billion
Industrials: $19.2 Billion
Energy: $16.7 Billion
ETFs: $16.4 Billion
Healthcare: $16.3 Billion
Other: $28.4 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.51B
$3.48 Billion 1.1% of portfolio
36,637
Q2 2025 New
$6.58B
$2.43 Billion 0.77% of portfolio
46,087
Q2 2025 Reduced 2.26%
$9.42B
$1.03 Billion 0.33% of portfolio
4,032
Q2 2025 Reduced 0.2%
$6.4B
$933 Million 0.3% of portfolio
10,350
Q2 2025 Added 1,422.06%
$7.21B
$537 Million 0.17% of portfolio
1,395
Q2 2025 Reduced 1.69%
$8.62B
$437 Million 0.14% of portfolio
2,501
Q2 2025 Reduced 1.77%
$3.01B
$413 Million 0.13% of portfolio
5,713
Q2 2025 Reduced 1.91%
$5.25B
$365 Million 0.12% of portfolio
6,296
Q2 2025 Reduced 1.87%
$6.08B
$270 Million 0.09% of portfolio
1,719
Q2 2025 Added 4.95%
$6.38B
$269 Million 0.09% of portfolio
2,468
Q2 2025 Reduced 1.08%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $316 Billion
  • Prior Value $291 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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