Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $357 Million
  • Q4 2024

Aries Wealth Management has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.9M, Vanguard Growth ETF with a value of $15.2M, Microsoft Corp with a value of $14.6M, Vanguard Small Cap ETF with a value of $11.5M, and Spdr S&P 500 ETF Trust with a value of $11.4M.

Examining the 13F form we can see an decrease of $2.62M in the current position value, from $359M to 357M.

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

Portfolio value $357 Million
ETFs: $163 Million
Technology: $52.4 Million
Healthcare: $26.2 Million
Industrials: $25.6 Million
Financial Services: $23.4 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $19.2 Million
Communication Services: $14.7 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$22.9 Million 6.42% of portfolio
91,499
Q4 2024 Reduced 0.92%
$0
$15.2 Million 4.27% of portfolio
37,086
Q4 2024 Added 3.32%
$3.01T
$14.6 Million 4.1% of portfolio
34,705
Q4 2024 Reduced 1.41%
$0
$11.5 Million 3.21% of portfolio
47,674
Q4 2024 Added 0.83%
$0
$11.4 Million 3.19% of portfolio
19,418
Q4 2024 Added 3.29%
$0
$10.9 Million 3.07% of portfolio
41,405
Q4 2024 Added 1.03%
$0
$8.87 Million 2.49% of portfolio
117,363
Q4 2024 Reduced 0.95%
$2.17T
$8.86 Million 2.48% of portfolio
40,387
Q4 2024 Reduced 0.57%
$0
$6.93 Million 1.94% of portfolio
52,463
Q4 2024 Reduced 2.95%
$179B
$6.53 Million 1.83% of portfolio
17,992
Q3 2024 Reduced 0.55%
$391B
$5.77 Million 1.62% of portfolio
14,846
Q4 2024 Reduced 2.03%
$1.07T
$5.64 Million 1.58% of portfolio
29,778
Q4 2024 Added 3.82%
$1.54T
$5.37 Million 1.51% of portfolio
9,110
Q4 2024 Reduced 0.79%
$0
$5.36 Million 1.5% of portfolio
31,641
Q4 2024 Added 30.76%
$0
$5.11 Million 1.43% of portfolio
15,294
Q3 2024 Added 41.18%
$0
$5.07 Million 1.42% of portfolio
28,458
Q4 2024 Reduced 0.78%
$464B
$4.89 Million 1.37% of portfolio
45,423
Q4 2024 Reduced 0.93%
$0
$4.79 Million 1.34% of portfolio
59,236
Q4 2024 Reduced 0.42%
$0
$4.57 Million 1.28% of portfolio
109,332
Q4 2024 Added 11.15%
$0
$4.27 Million 1.2% of portfolio
210,844
Q4 2024 Added 4.69%
$767B
$4.29 Million 1.2% of portfolio
17,893
Q3 2024 Reduced 1.65%
$428B
$4.1 Million 1.15% of portfolio
28,381
Q4 2024 Reduced 2.51%
$572B
$3.96 Million 1.11% of portfolio
12,538
Q4 2024 Reduced 2.9%
$0
$3.61 Million 1.01% of portfolio
40,624
Q4 2024 Reduced 0.14%
$404B
$3.56 Million 1.0% of portfolio
21,218
Q4 2024 Reduced 1.39%
$93.9B
$3.51 Million 0.99% of portfolio
14,513
Q4 2024 Added 3.22%
$0
$3.3 Million 0.93% of portfolio
11,397
Q4 2024 Added 6.63%
$458B
$3.25 Million 0.91% of portfolio
3,547
Q3 2024 Reduced 2.34%
$0
$3.2 Million 0.9% of portfolio
104,158
Q4 2024 Added 14.32%
$837B
$3.15 Million 0.88% of portfolio
4,081
Q4 2024 Reduced 2.51%
$0
$2.9 Million 0.81% of portfolio
36,076
Q4 2024 Added 12.52%
$0
$2.7 Million 0.76% of portfolio
52,274
Q4 2024 Reduced 3.93%
$231B
$2.67 Million 0.75% of portfolio
26,834
Q4 2024 Added 2.89%
$235B
$2.56 Million 0.72% of portfolio
11,637
Q4 2023 Reduced 0.21%
$210B
$2.45 Million 0.69% of portfolio
4,714
Q4 2024 Reduced 2.38%
$0
$2.43 Million 0.68% of portfolio
20,692
Q4 2024 Added 2.95%
$94.3B
$2.38 Million 0.67% of portfolio
11,797
Q4 2024 Added 2.84%
$361B
$2.37 Million 0.66% of portfolio
13,317
Q4 2024 Reduced 1.59%
$0
$2.34 Million 0.66% of portfolio
4,350
Q4 2024 Added 0.21%
$80.4B
$2.37 Million 0.66% of portfolio
9,358
Q4 2024 Reduced 1.06%
$212B
$2.23 Million 0.63% of portfolio
14,698
Q4 2024 Added 0.41%
$432B
$2.2 Million 0.62% of portfolio
4,341
Q4 2024 Reduced 1.36%
$623B
$2.16 Million 0.6% of portfolio
4,757
Q4 2024 Reduced 0.48%
$130B
$2.12 Million 0.6% of portfolio
7,258
Q3 2024 Added 29.4%
$0
$2.14 Million 0.6% of portfolio
26,095
Q4 2024 Added 11.03%
$113B
$1.99 Million 0.56% of portfolio
7,188
Q3 2024 Reduced 0.42%
$0
$1.94 Million 0.54% of portfolio
20,021
Q4 2024 Added 19.16%
$236B
$1.9 Million 0.53% of portfolio
16,772
Q3 2024 Added 7.7%
$229B
$1.87 Million 0.52% of portfolio
5,314
Q4 2024 Reduced 0.37%

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $357 Million
  • Prior Value $359 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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