Argonautica Private Wealth Management, Inc Portfolio Holdings

Argonautica Private Wealth Management, Inc

  • $310 Billion
  • Q4 2024

Argonautica Private Wealth Management, Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $310 Billion distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.5B, Microsoft Corp with a value of $16.1B, Alphabet Inc. with a value of $13.7B, Nvidia Corp with a value of $12.7B, and Broadcom Inc. with a value of $9.97B.

Examining the 13F form we can see an increase of $8.12B in the current position value, from $302B to 310B.

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 $310 Billion
Technology: $109 Billion
Healthcare: $34.9 Billion
Consumer Cyclical: $34.5 Billion
Industrials: $24.5 Billion
Communication Services: $22.9 Billion
Financial Services: $20 Billion
ETFs: $17.1 Billion
Energy: $16.4 Billion
Other: $20.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.4B
$472 Million 0.15% of portfolio
6,259
Q4 2024 Added 3.05%
$289B
$462 Million 0.15% of portfolio
666
Q4 2024 Reduced 0.15%
$34.6B
$457 Million 0.15% of portfolio
2,430
Q2 2023 Reduced 54.92%
$78.4B
$433 Million 0.14% of portfolio
21,600
Q1 2024 Reduced 2.83%
$7.74B
$445 Million 0.14% of portfolio
6,443
Q4 2024 Reduced 0.06%
$80.3B
$421 Million 0.14% of portfolio
2,586
Q4 2024 Reduced 0.08%
$809B
$421 Million 0.14% of portfolio
1,755
Q4 2024 Reduced 1.68%
$33.5B
$436 Million 0.14% of portfolio
3,739
Q4 2024 Reduced 0.87%
$7.21B
$418 Million 0.14% of portfolio
1,399
Q4 2024 Added 3.4%
$235B
$398 Million 0.13% of portfolio
6,355
Q4 2024 Added 5.69%
$7.65B
$417 Million 0.13% of portfolio
2,301
Q4 2024 Reduced 0.04%
$95.8B
$396 Million 0.13% of portfolio
8,723
Q4 2024 Added 0.03%
$27.4B
$397 Million 0.13% of portfolio
230
Q4 2024 Reduced 2.13%
$120B
$380 Million 0.12% of portfolio
4,109
Q4 2024 Reduced 1.6%
$19.2B
$374 Million 0.12% of portfolio
861
Q4 2024 Added 4.24%
$43.9B
$368 Million 0.12% of portfolio
4,336
Q4 2024 Reduced 0.21%
$252B
$366 Million 0.12% of portfolio
1,881
Q4 2024 Added 0.21%
$46.5B
$367 Million 0.12% of portfolio
6,005
Q4 2024 Reduced 1.38%
$37.1B
$381 Million 0.12% of portfolio
1,686
Q4 2024 Added 4.66%
$51.4B
$365 Million 0.12% of portfolio
1,892
Q4 2024 Reduced 0.79%
$19B
$358 Million 0.12% of portfolio
9,637
Q2 2023 New
$47.5B
$352 Million 0.11% of portfolio
7,564
Q4 2024 Added 0.85%
$30B
$354 Million 0.11% of portfolio
1,050
Q4 2024 Added 6.6%
$229B
$350 Million 0.11% of portfolio
3,596
Q4 2024 Added 8.35%
$67.3B
$343 Million 0.11% of portfolio
6,440
Q4 2024 Reduced 1.62%
$27.9B
$347 Million 0.11% of portfolio
16,404
Q4 2024 Added 401.34%
$121B
$330 Million 0.11% of portfolio
5,843
Q4 2024 Reduced 1.0%
$76.1B
$330 Million 0.11% of portfolio
463
Q4 2024 Reduced 1.07%
$66.9B
$349 Million 0.11% of portfolio
4,263
Q4 2024 Reduced 0.79%
$38B
$298 Million 0.1% of portfolio
3,907
Q4 2024 Reduced 1.29%
$173B
$306 Million 0.1% of portfolio
5,611
Q4 2024 Added 7.86%
$21.8B
$302 Million 0.1% of portfolio
11,805
Q4 2024 Added 5.66%
$148B
$323 Million 0.1% of portfolio
5,689
Q4 2024 Added 0.32%
$134B
$313 Million 0.1% of portfolio
6,481
Q4 2024 Added 16.65%
$13.6B
$303 Million 0.1% of portfolio
8,755
Q4 2024 Reduced 1.08%
$60.5B
$318 Million 0.1% of portfolio
2,351
Q4 2024 Reduced 1.26%
$65B
$291 Million 0.09% of portfolio
91
Q4 2024 Reduced 3.19%
$6.76B
$277 Million 0.09% of portfolio
1,478
Q4 2024 Added 6.95%
$32.8B
$263 Million 0.09% of portfolio
5,130
Q4 2024 Reduced 3.52%
$20.8B
$280 Million 0.09% of portfolio
6,732
Q4 2024 Added 0.45%
$36.9B
$286 Million 0.09% of portfolio
2,754
Q4 2024 Reduced 1.4%
$74.1B
$287 Million 0.09% of portfolio
2,340
Q4 2024 Added 0.95%
$42.3B
$288 Million 0.09% of portfolio
4,000
Q2 2024 Reduced 50.0%
$6.21B
$274 Million 0.09% of portfolio
8,100
Q4 2024 Added 7.74%
$17.1B
$284 Million 0.09% of portfolio
3,302
Q4 2024 Added 7.0%
$10.7B
$285 Million 0.09% of portfolio
11,614
Q4 2024 Added 12.68%
$1.7B
$288 Million 0.09% of portfolio
10,925
Q4 2024 Reduced 8.97%
$8.2B
$268 Million 0.09% of portfolio
505
Q4 2024 Added 7.22%
$19.6B
$289 Million 0.09% of portfolio
4,435
Q4 2024 Added 0.91%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $310 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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