Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $372 Million
  • Q2 2025

Aries Wealth Management has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $372 Million distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.1M, Microsoft Corp with a value of $17.5M, Vanguard Growth ETF with a value of $16.6M, Ishares Tr Msci Eafe ETF with a value of $12.9M, and Spdr S&P 500 ETF Trust with a value of $12M.

Examining the 13F form we can see an increase of $11M in the current position value, from $361M to 372M.

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

Portfolio value $372 Million
ETFs: $173 Million
Technology: $54.6 Million
Industrials: $25.1 Million
Healthcare: $24.7 Million
Financial Services: $24.2 Million
Consumer Cyclical: $21.3 Million
Consumer Defensive: $19.1 Million
Communication Services: $17.1 Million
Other: $12.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82T
$18.1 Million 4.88% of portfolio
88,422
Q2 2025 Reduced 1.53%
$3.71T
$17.5 Million 4.71% of portfolio
35,219
Q2 2025 Reduced 0.99%
$0
$16.6 Million 4.48% of portfolio
37,978
Q2 2025 Added 1.34%
$0
$12.9 Million 3.47% of portfolio
144,339
Q2 2025 Added 10.69%
$0
$12 Million 3.21% of portfolio
19,344
Q2 2025 Reduced 3.21%
$0
$11.9 Million 3.2% of portfolio
50,278
Q2 2025 Added 4.76%
$0
$11.4 Million 3.06% of portfolio
40,678
Q2 2025 Reduced 2.01%
$2.4T
$9.37 Million 2.52% of portfolio
42,698
Q2 2025 Added 2.08%
$1.69T
$7.25 Million 1.95% of portfolio
9,828
Q2 2025 Added 3.87%
$0
$6.98 Million 1.88% of portfolio
51,429
Q2 2025 Reduced 1.69%
$223B
$6.95 Million 1.87% of portfolio
17,892
Q2 2025 Reduced 0.56%
$0
$6.65 Million 1.79% of portfolio
137,946
Q2 2025 Added 10.57%
$1.4T
$5.77 Million 1.55% of portfolio
32,744
Q2 2025 Added 1.05%
$0
$5.64 Million 1.52% of portfolio
31,937
Q2 2025 Reduced 2.43%
$430B
$5.48 Million 1.47% of portfolio
14,958
Q2 2025 Reduced 1.02%
$0
$5.37 Million 1.44% of portfolio
15,294
Q3 2024 Added 41.18%
$859B
$5 Million 1.34% of portfolio
17,239
Q2 2025 Reduced 6.54%
$458B
$4.81 Million 1.29% of portfolio
44,618
Q2 2025 Reduced 23.92%
$560B
$4.65 Million 1.25% of portfolio
13,102
Q2 2025 Added 1.31%
$0
$4.44 Million 1.19% of portfolio
24,305
Q2 2025 Reduced 11.66%
$0
$4.32 Million 1.16% of portfolio
51,589
Q2 2025 Reduced 12.04%
$0
$4.27 Million 1.15% of portfolio
14,039
Q2 2025 Added 27.8%
$116B
$4.23 Million 1.14% of portfolio
13,877
Q2 2025 Reduced 6.51%
$0
$4.15 Million 1.12% of portfolio
204,934
Q2 2025 Reduced 1.79%
$466B
$3.92 Million 1.05% of portfolio
25,688
Q2 2025 Reduced 12.53%
$430B
$3.53 Million 0.95% of portfolio
3,564
Q2 2025 Reduced 3.34%
$377B
$3.51 Million 0.94% of portfolio
22,002
Q2 2025 Reduced 1.31%
$0
$3.42 Million 0.92% of portfolio
110,993
Q2 2025 Added 3.19%
$230B
$3.37 Million 0.91% of portfolio
11,437
Q2 2025 Reduced 6.15%
$0
$3.26 Million 0.88% of portfolio
39,397
Q2 2025 Added 16.94%
$702B
$3.2 Million 0.86% of portfolio
4,110
Q2 2025 Added 0.86%
$0
$3.03 Million 0.82% of portfolio
32,318
Q2 2025 Reduced 17.43%
$0
$2.91 Million 0.78% of portfolio
35,111
Q2 2025 Reduced 8.66%
$89.9B
$2.84 Million 0.76% of portfolio
12,400
Q2 2025 Added 1.77%
$0
$2.71 Million 0.73% of portfolio
21,074
Q2 2025 Added 0.09%
$0
$2.61 Million 0.7% of portfolio
49,389
Q2 2025 Reduced 1.12%
$0
$2.48 Million 0.67% of portfolio
47,724
Q2 2025 Added 4.81%
$371B
$2.44 Million 0.66% of portfolio
13,167
Q2 2025 Reduced 1.13%
$232B
$2.37 Million 0.64% of portfolio
17,429
Q2 2025 Reduced 0.09%
$124B
$2.34 Million 0.63% of portfolio
7,588
Q1 2025 Added 4.55%
$115B
$2.16 Million 0.58% of portfolio
7,439
Q2 2025 Reduced 0.13%
$0
$2.13 Million 0.57% of portfolio
21,485
Q2 2025 Added 4.45%
$0
$2.11 Million 0.57% of portfolio
3,707
Q2 2025 Reduced 11.29%
$213B
$2.07 Million 0.56% of portfolio
26,184
Q2 2025 Reduced 7.89%
$191B
$2.06 Million 0.55% of portfolio
5,085
Q2 2025 Added 2.21%
$195B
$2.02 Million 0.54% of portfolio
15,302
Q2 2025 Reduced 1.86%
$0
$1.94 Million 0.52% of portfolio
39,148
Q2 2025 Added 0.17%
$0
$1.94 Million 0.52% of portfolio
3,511
Q2 2025 Added 6.3%
$0
$1.85 Million 0.5% of portfolio
23,247
Q2 2025 Reduced 1.42%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $372 Million
  • Prior Value $361 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
Track This Portfolio

Track Aries Wealth Management Portfolio

Follow Aries Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email