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
$3.2T
$17.1 Billion 5.89% of portfolio
77,129
Q1 2025 Reduced 1.2%
$3.25T
$14.3 Billion 4.9% of portfolio
37,998
Q1 2025 Reduced 0.58%
$957B
$11.1 Billion 3.82% of portfolio
71,813
Q1 2025 Reduced 0.66%
$284B
$10.6 Billion 3.64% of portfolio
97,617
Q1 2025 Added 2.98%
$1.9T
$8.06 Billion 2.77% of portfolio
42,337
Q1 2025 Reduced 0.41%
$81.3B
$7.14 Billion 2.45% of portfolio
42,660
Q1 2025 Reduced 0.85%
$379B
$6.78 Billion 2.33% of portfolio
12,953
Q1 2025 Added 0.08%
$1.25T
$6.15 Billion 2.11% of portfolio
10,668
Q1 2025 Reduced 0.48%
$244B
$5.69 Billion 1.96% of portfolio
92,182
Q1 2025 Added 3.52%
$232B
$5.59 Billion 1.92% of portfolio
42,138
Q1 2025 Added 0.23%
Blackrock Inc
-
$5.35 Billion 1.84% of portfolio
-
Q1 2025 Added 0.09%
$270B
$5.27 Billion 1.81% of portfolio
59,997
Q1 2025 Reduced 0.47%
$96.5B
$5.08 Billion 1.75% of portfolio
36,334
Q1 2025 Added 0.03%
$97.4B
$4.49 Billion 1.54% of portfolio
45,780
Q1 2025 Reduced 0.15%
$133B
$4.46 Billion 1.53% of portfolio
30,714
Q1 2025 Added 0.08%
$403B
$4.27 Billion 1.47% of portfolio
30,560
Q1 2025 Added 0.03%
$177B
$4.02 Billion 1.38% of portfolio
22,397
Q1 2025 Added 5.39%
$570B
$3.94 Billion 1.35% of portfolio
11,244
Q1 2025 Added 2.06%
$885B
$3.79 Billion 1.3% of portfolio
14,622
Q1 2025 Reduced 18.85%
$347B
$3.48 Billion 1.19% of portfolio
16,587
Q1 2025 Added 1.75%
$72.7B
$3.39 Billion 1.16% of portfolio
13,362
Q1 2025 Added 182.79%
$119B
$3.32 Billion 1.14% of portfolio
11,002
Q1 2025 Added 1.75%
$165B
$3.32 Billion 1.14% of portfolio
6,534
Q1 2025 Added 1,278.48%
$98.3B
$3.01 Billion 1.04% of portfolio
4,430
Q1 2025 Reduced 0.34%
$144B
$2.97 Billion 1.02% of portfolio
7,968
Q1 2025 Added 2.09%
$102B
$2.85 Billion 0.98% of portfolio
14,118
Q1 2025 Added 0.99%
$74.7B
$2.84 Billion 0.97% of portfolio
10,406
Q1 2025 Added 0.6%
$60.4B
$2.81 Billion 0.97% of portfolio
98,636
Q1 2025 Reduced 0.35%
$60.4B
$2.82 Billion 0.97% of portfolio
9,555
Q1 2025 Reduced 0.74%
$430B
$2.79 Billion 0.96% of portfolio
23,433
Q1 2025 Added 1.07%
Linde PLC
-
$2.72 Billion 0.93% of portfolio
-
Q1 2025 Added 552.18%
$177B
$2.69 Billion 0.92% of portfolio
7,008
Q1 2025 New
$781B
$2.65 Billion 0.91% of portfolio
3,208
Q1 2025 Added 0.5%
$144B
$2.66 Billion 0.91% of portfolio
12,539
Q1 2025 Added 0.84%
$64.1B
$2.65 Billion 0.91% of portfolio
24,151
Q1 2025 Added 0.35%
$178B
$2.63 Billion 0.9% of portfolio
4,284
Q1 2025 Added 0.35%
$5.69B
$2.6 Billion 0.89% of portfolio
47,151
Q1 2025 Added 1.6%
$95.3B
$2.54 Billion 0.87% of portfolio
7,196
Q1 2025 Reduced 1.8%
$46B
$2.53 Billion 0.87% of portfolio
19,132
Q1 2025 Added 0.43%
$79.2B
$2.49 Billion 0.86% of portfolio
4,095
Q1 2025 Added 0.44%
$51.4B
$2.48 Billion 0.85% of portfolio
20,115
Q1 2025 Added 1.17%
$124B
$2.48 Billion 0.85% of portfolio
5,552
Q1 2025 Added 0.89%
$265B
$2.42 Billion 0.83% of portfolio
14,467
Q1 2025 Added 0.73%
$112B
$2.37 Billion 0.81% of portfolio
22,521
Q1 2025 Added 1.38%
$41.8B
$2.17 Billion 0.75% of portfolio
10,359
Q1 2025 Added 1.6%
$0
$2.16 Billion 0.74% of portfolio
9,757
Q1 2025 Added 26.91%
$0
$2 Billion 0.69% of portfolio
7,738
Q1 2025 Reduced 0.44%
$0
$1.88 Billion 0.65% of portfolio
24,901
Q1 2025 Added 35.97%
$85.7B
$1.58 Billion 0.54% of portfolio
16,447
Q1 2025 Reduced 0.5%

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
Track This Portfolio

Track Argonautica Private Wealth Management, Inc Portfolio

Follow Argonautica Private Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Argonautica Private Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Argonautica Private Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email