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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.31B
$2.6 Billion 0.89% of portfolio
47,151
Q1 2025 Added 1.6%
$8.72B
$1.08 Billion 0.37% of portfolio
4,040
Q1 2025 Reduced 0.57%
$5.75B
$974 Million 0.33% of portfolio
680
Q1 2025 Reduced 0.58%
$7.21B
$457 Million 0.16% of portfolio
1,419
Q1 2025 Added 1.43%
$3.19B
$468 Million 0.16% of portfolio
5,824
Q1 2025 Added 104.57%
$7.75B
$478 Million 0.16% of portfolio
6,416
Q1 2025 Added 2.51%
$7.77B
$423 Million 0.15% of portfolio
2,546
Q1 2025 Added 10.65%
$6.42B
$290 Million 0.1% of portfolio
2,495
Q1 2025 New
$6.37B
$262 Million 0.09% of portfolio
1,638
Q1 2025 Added 10.83%

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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