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Home > Institutional Investor > Argonautica Private Wealth Management, Inc > Profile

Instuitional Investor - Argonautica Private Wealth Management, Inc

Fund Profile
Filing Period:
Fund Name: Argonautica Private Wealth Management, Inc
Portfolio Value $243,992,933
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 70,398 $13,553,787 5.55%
2.
Microsoft Corp
 MSFT 33,768 $12,698,224 5.2%
3.
Alphabet Inc.
 GOOG 72,102 $10,071,928 4.12%
4.
Unitedhealth Group Inc
 UNH 15,522 $8,171,945 3.34%
5.
Amazon Com Inc
 AMZN 42,262 $6,421,288 2.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)