Argonautica Private Wealth Management, Inc Portfolio Holdings

Argonautica Private Wealth Management, Inc

  • $292 Billion
  • Q2 2024

Argonautica Private Wealth Management, Inc has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $292 Billion distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.2B, Apple Inc. with a value of $16.6B, Alphabet Inc. with a value of $13.2B, Nvidia Corp with a value of $11.6B, and Amazon Com Inc with a value of $8.23B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $279B to 292B.

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 $292 Billion
Technology: $107 Billion
Healthcare: $35.6 Billion
Consumer Cyclical: $30.6 Billion
Industrials: $23 Billion
Communication Services: $21.4 Billion
Financial Services: $18.4 Billion
ETFs: $16.9 Billion
Energy: $16.1 Billion
Other: $22.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.91 Billion 0.65% of portfolio
7,881
Q2 2024 Reduced 0.08%
$0
$1.7 Billion 0.58% of portfolio
7,794
Q2 2024 Reduced 0.51%
$0
$1.58 Billion 0.54% of portfolio
50,118
Q2 2024 Added 2.53%
$0
$1.34 Billion 0.46% of portfolio
18,443
Q2 2024 Added 8.69%
$0
$1.22 Billion 0.42% of portfolio
11,040
Q2 2024 Added 1.33%
$0
$924 Million 0.32% of portfolio
1,848
Q2 2024 Reduced 3.6%
$0
$885 Million 0.3% of portfolio
8,261
Q2 2024 Added 1.21%
$0
$848 Million 0.29% of portfolio
11,767
Q2 2024 Reduced 1.03%
$0
$825 Million 0.28% of portfolio
15,420
Q2 2024 Reduced 0.86%
$0
$776 Million 0.27% of portfolio
15,478
Q2 2024 Added 3.17%
$0
$732 Million 0.25% of portfolio
9,489
Q2 2024 Added 3.48%
$0
$635 Million 0.22% of portfolio
21,397
Q2 2024 Reduced 0.58%
$0
$572 Million 0.2% of portfolio
9,274
Q2 2024 Reduced 0.75%
$0
$572 Million 0.2% of portfolio
5,370
Q2 2024 Added 1.8%
$0
$561 Million 0.19% of portfolio
7,495
Q2 2024 Added 5.55%
$0
$517 Million 0.18% of portfolio
21,840
Q2 2024 Added 5.23%
$0
$314 Million 0.11% of portfolio
4,642
Q2 2024 Reduced 1.28%
$0
$253 Million 0.09% of portfolio
3,598
Q2 2024 Added 8.64%
$0
$277 Million 0.09% of portfolio
3,609
Q2 2024 Added 3.77%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $292 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 15 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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