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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$576 Million 0.2% of portfolio
22,850
Q1 2025 New
$21.9B
$551 Million 0.19% of portfolio
13,640
Q1 2025 Added 49.51%
$148B
$554 Million 0.19% of portfolio
2,703
Q1 2025 Reduced 0.33%
$123B
$550 Million 0.19% of portfolio
6,121
Q1 2025 Reduced 84.89%
$15.8B
$518 Million 0.18% of portfolio
4,474
Q1 2025 Reduced 0.71%
$23.6B
$519 Million 0.18% of portfolio
4,346
Q1 2025 New
$256B
$514 Million 0.18% of portfolio
7,009
Q1 2025 Added 10.29%
$213B
$502 Million 0.17% of portfolio
5,597
Q1 2024 New
$103B
$485 Million 0.17% of portfolio
9,615
Q1 2025 Added 10.23%
$26.3B
$490 Million 0.17% of portfolio
1,338
Q1 2025 Added 55.4%
$268B
$481 Million 0.17% of portfolio
1,791
Q1 2025 Reduced 0.78%
$30.3B
$482 Million 0.17% of portfolio
8,875
Q1 2025 Reduced 0.47%
$17.3B
$457 Million 0.16% of portfolio
1,617
Q1 2025 Reduced 0.92%
$41.2B
$458 Million 0.16% of portfolio
1,771
Q1 2025 Added 0.97%
$7.21B
$457 Million 0.16% of portfolio
1,419
Q1 2025 Added 1.43%
$31.4B
$462 Million 0.16% of portfolio
18,212
Q1 2025 Added 11.02%
$7.31B
$478 Million 0.16% of portfolio
6,416
Q1 2025 Added 2.51%
$45B
$457 Million 0.16% of portfolio
4,816
Q1 2025 Added 11.07%
$288B
$475 Million 0.16% of portfolio
717
Q1 2025 Added 7.66%
$253B
$451 Million 0.16% of portfolio
4,049
Q1 2025 Added 12.6%
$20.4B
$436 Million 0.15% of portfolio
17,181
Q1 2025 Added 3.71%
$142B
$432 Million 0.15% of portfolio
3,856
Q1 2025 Reduced 6.16%
$11.8B
$447 Million 0.15% of portfolio
2,238
Q1 2025 Reduced 5.17%
$71.5B
$424 Million 0.15% of portfolio
2,573
Q1 2025 Reduced 0.5%
$31.4B
$430 Million 0.15% of portfolio
4,676
Q1 2025 New
$8.57B
$423 Million 0.15% of portfolio
2,546
Q1 2025 Added 10.65%
$36.3B
$430 Million 0.15% of portfolio
3,574
Q1 2025 Reduced 4.41%
$28.9B
$447 Million 0.15% of portfolio
3,895
Q1 2025 Reduced 5.07%
Tko Group Holdings Inc
-
$434 Million 0.15% of portfolio
-
Q1 2025 Added 3.96%
$37.5B
$428 Million 0.15% of portfolio
8,843
Q1 2025 New
$0
$403 Million 0.14% of portfolio
5,777
Q1 2025 Reduced 1.9%
$0
$402 Million 0.14% of portfolio
7,441
Q1 2025 Reduced 56.22%
$173B
$413 Million 0.14% of portfolio
6,380
Q1 2025 Added 13.71%
$33.5B
$409 Million 0.14% of portfolio
2,286
Q1 2025 Reduced 5.93%
$48.1B
$399 Million 0.14% of portfolio
8,453
Q1 2025 Added 11.75%
$870B
$407 Million 0.14% of portfolio
1,659
Q1 2025 Reduced 5.47%
$19.3B
$417 Million 0.14% of portfolio
3,302
Q1 2025 New
$27.1B
$408 Million 0.14% of portfolio
218
Q1 2025 Reduced 5.22%
$33.5B
$407 Million 0.14% of portfolio
5,958
Q1 2025 Added 3.15%
$51.8B
$387 Million 0.13% of portfolio
5,711
Q1 2025 Reduced 4.9%
$52.4B
$372 Million 0.13% of portfolio
1,796
Q1 2025 Reduced 5.07%
Te Connectivity PLC
-
$369 Million 0.13% of portfolio
-
Q1 2025 Added 12.44%
$262B
$371 Million 0.13% of portfolio
2,101
Q1 2025 Added 11.7%
$92.9B
$368 Million 0.13% of portfolio
16,200
Q1 2025 Reduced 25.0%
$155B
$385 Million 0.13% of portfolio
6,465
Q1 2025 Added 13.64%
$18.9B
$355 Million 0.12% of portfolio
12,282
Q1 2025 Added 4.04%
$228B
$335 Million 0.12% of portfolio
4,563
Q1 2025 Added 16.11%
$69.8B
$341 Million 0.12% of portfolio
2,659
Q1 2025 Added 13.63%
$96.2B
$363 Million 0.12% of portfolio
5,349
Q1 2025 Reduced 87.26%

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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