Aureus Asset Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.53 Billion distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $87.5M, Amazon Com Inc with a value of $79.5M, Alphabet Inc. with a value of $69.4M, Apple Inc. with a value of $65.8M, and Visa Inc. with a value of $62M.

Examining the 13F form we can see an increase of $15M in the current position value, from $1.51B to 1.53B.

Aureus Asset Management, LLC is based out at Boston, MA

Below you can find more details about Aureus Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.53 Billion
Technology: $408 Million
Financial Services: $263 Million
Communication Services: $179 Million
Healthcare: $174 Million
Consumer Cyclical: $161 Million
Industrials: $126 Million
ETFs: $55.6 Million
Real Estate: $52.2 Million
Other: $107 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $1.53 Billion
  • Prior Value $1.51 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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