Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $359 Million
  • Q3 2024

Aries Wealth Management has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $359 Million distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.5M, Microsoft Corp with a value of $15.1M, Vanguard Growth ETF with a value of $13.8M, Vanguard Small Cap ETF with a value of $11.2M, and Vanguard Mid Cap ETF with a value of $10.8M.

Examining the 13F form we can see an increase of $43.6M in the current position value, from $316M to 359M.

Below you can find more details about Aries Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
ETFs: $160 Million
Technology: $52 Million
Healthcare: $30.5 Million
Industrials: $26.2 Million
Financial Services: $24 Million
Consumer Cyclical: $20 Million
Consumer Defensive: $19.7 Million
Communication Services: $13.6 Million
Other: $13.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$21.5 Million 5.99% of portfolio
92,352
Q3 2024 Reduced 0.69%
$3.25T
$15.1 Million 4.21% of portfolio
35,203
Q3 2024 Added 4.22%
$0
$13.8 Million 3.83% of portfolio
35,893
Q3 2024 Added 11.47%
$0
$11.2 Million 3.12% of portfolio
47,283
Q3 2024 Reduced 0.2%
$0
$10.8 Million 3.01% of portfolio
40,982
Q3 2024 Reduced 0.87%
$0
$10.8 Million 3.0% of portfolio
18,800
Q3 2024 Added 10.52%
$0
$9.91 Million 2.76% of portfolio
118,494
Q3 2024 Added 11.9%
$0
$7.68 Million 2.14% of portfolio
54,057
Q3 2024 Reduced 3.22%
$2.29T
$7.57 Million 2.11% of portfolio
40,617
Q3 2024 Reduced 0.89%
$193B
$7.04 Million 1.96% of portfolio
17,992
Q3 2024 Reduced 0.55%
$402B
$6.14 Million 1.71% of portfolio
15,153
Q3 2024 Added 4.49%
$441B
$5.37 Million 1.5% of portfolio
45,849
Q3 2024 Reduced 3.86%
$1.32T
$5.26 Million 1.46% of portfolio
9,183
Q3 2024 Reduced 2.13%
$0
$5.14 Million 1.43% of portfolio
28,682
Q3 2024 Added 2.57%
$0
$5 Million 1.39% of portfolio
15,294
Q3 2024 Added 41.18%
$0
$4.95 Million 1.38% of portfolio
59,487
Q3 2024 Added 0.1%
$378B
$4.72 Million 1.31% of portfolio
29,111
Q3 2024 Reduced 6.77%
$250B
$4.56 Million 1.27% of portfolio
56,504
Q3 2024 Reduced 5.58%
$0
$4.51 Million 1.26% of portfolio
98,364
Q3 2024 Added 14.69%
$0
$4.22 Million 1.18% of portfolio
24,198
Q3 2024 Added 27.55%
$0
$4.08 Million 1.14% of portfolio
201,404
Q3 2024 Reduced 0.98%
$697B
$3.77 Million 1.05% of portfolio
17,893
Q3 2024 Reduced 1.65%
$398B
$3.73 Million 1.04% of portfolio
21,518
Q3 2024 Added 1.21%
$730B
$3.71 Million 1.03% of portfolio
4,186
Q3 2024 Added 27.31%
$0
$3.71 Million 1.03% of portfolio
40,679
Q3 2024 Added 0.68%
$519B
$3.55 Million 0.99% of portfolio
12,913
Q3 2024 Reduced 4.79%
$83.5B
$3.42 Million 0.95% of portfolio
14,060
Q3 2024 Added 3.68%
$422B
$3.14 Million 0.87% of portfolio
3,547
Q3 2024 Reduced 2.34%
$0
$3.03 Million 0.84% of portfolio
10,688
Q3 2024 Added 98.51%
$205B
$2.99 Million 0.83% of portfolio
4,829
Q3 2024 Reduced 1.67%
$248B
$2.96 Million 0.82% of portfolio
26,080
Q3 2024 Added 2.83%
$0
$2.87 Million 0.8% of portfolio
54,414
Q3 2024 Added 2.69%
$0
$2.81 Million 0.78% of portfolio
91,113
Q3 2024 Added 10.08%
$0
$2.69 Million 0.75% of portfolio
32,062
Q3 2024 Added 140.87%
$310B
$2.67 Million 0.74% of portfolio
13,532
Q3 2024 Added 3.58%
$200B
$2.57 Million 0.72% of portfolio
11,637
Q4 2023 Reduced 0.21%
$468B
$2.57 Million 0.72% of portfolio
4,401
Q3 2024 Added 11.42%
$211B
$2.49 Million 0.69% of portfolio
14,638
Q3 2024 Reduced 9.73%
$79.5B
$2.48 Million 0.69% of portfolio
9,458
Q3 2024 Added 6.23%
$0
$2.4 Million 0.67% of portfolio
20,100
Q3 2024 Added 1.75%
$84.5B
$2.38 Million 0.66% of portfolio
11,471
Q3 2024 Added 30.65%
$0
$2.29 Million 0.64% of portfolio
4,341
Q3 2024 Reduced 0.46%
$590B
$2.2 Million 0.61% of portfolio
4,780
Q3 2024 Added 0.23%
$113B
$2.07 Million 0.58% of portfolio
7,188
Q3 2024 Reduced 0.42%
$0
$2.03 Million 0.57% of portfolio
11,156
Q3 2024 Added 2.41%
$122B
$2.01 Million 0.56% of portfolio
7,258
Q3 2024 Added 29.4%
$0
$1.95 Million 0.54% of portfolio
24,592
Q3 2024 Reduced 1.43%
$0
$1.95 Million 0.54% of portfolio
23,503
Q3 2024 Added 94.35%
$0
$1.89 Million 0.53% of portfolio
47,542
Q3 2024 Added 3.71%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $359 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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