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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$18.1 Million 4.88% of portfolio
88,422
Q2 2025 Reduced 1.53%
$3.95T
$17.5 Million 4.71% of portfolio
35,219
Q2 2025 Reduced 0.99%
$2.26T
$9.37 Million 2.52% of portfolio
42,698
Q2 2025 Added 2.08%
$1.78T
$7.25 Million 1.95% of portfolio
9,828
Q2 2025 Added 3.87%
$218B
$6.95 Million 1.87% of portfolio
17,892
Q2 2025 Reduced 0.56%
$1.21T
$5.77 Million 1.55% of portfolio
32,744
Q2 2025 Added 1.05%
$405B
$5.48 Million 1.47% of portfolio
14,958
Q2 2025 Reduced 1.02%
$281B
$5.24 Million 1.41% of portfolio
53,621
Q2 2025 Reduced 3.31%
$859B
$5 Million 1.34% of portfolio
17,239
Q2 2025 Reduced 6.54%
$442B
$4.81 Million 1.29% of portfolio
44,618
Q2 2025 Reduced 23.92%
$551B
$4.65 Million 1.25% of portfolio
13,102
Q2 2025 Added 1.31%
$452B
$3.92 Million 1.05% of portfolio
25,688
Q2 2025 Reduced 12.53%
$439B
$3.53 Million 0.95% of portfolio
3,564
Q2 2025 Reduced 3.34%
$368B
$3.51 Million 0.94% of portfolio
22,002
Q2 2025 Reduced 1.31%
$210B
$3.37 Million 0.91% of portfolio
11,437
Q2 2025 Reduced 6.15%
$608B
$3.2 Million 0.86% of portfolio
4,110
Q2 2025 Added 0.86%
$351B
$2.44 Million 0.66% of portfolio
13,167
Q2 2025 Reduced 1.13%
$229B
$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%
$112B
$2.16 Million 0.58% of portfolio
7,439
Q2 2025 Reduced 0.13%
$203B
$2.07 Million 0.56% of portfolio
26,184
Q2 2025 Reduced 7.89%
$187B
$2.06 Million 0.55% of portfolio
5,085
Q2 2025 Added 2.21%
$202B
$2.02 Million 0.54% of portfolio
15,302
Q2 2025 Reduced 1.86%
$456B
$1.81 Million 0.49% of portfolio
11,485
Q2 2025 Reduced 17.93%
$306B
$1.81 Million 0.49% of portfolio
7,028
Q4 2023 Reduced 9.67%
$150B
$1.84 Million 0.49% of portfolio
6,148
Q2 2025 Added 1.52%
$155B
$1.77 Million 0.48% of portfolio
14,351
Q2 2025 Added 1.7%
$54.3B
$1.7 Million 0.46% of portfolio
3,172
Q2 2025 Added 2.45%
$222B
$1.68 Million 0.45% of portfolio
5,740
Q2 2025 Reduced 6.73%
$314B
$1.62 Million 0.44% of portfolio
6,816
Q1 2025 Added 8.0%
$621B
$1.62 Million 0.43% of portfolio
3,325
Q2 2025 Reduced 32.27%
$229B
$1.57 Million 0.42% of portfolio
10,757
Q2 2025 Reduced 0.2%
$80B
$1.51 Million 0.41% of portfolio
6,099
Q2 2025 Reduced 3.34%
$684B
$1.5 Million 0.4% of portfolio
6,881
Q2 2025 Added 2.61%
$61.6B
$1.4 Million 0.38% of portfolio
11,731
Q1 2025 Reduced 1.55%
$302B
$1.33 Million 0.36% of portfolio
9,254
Q2 2025 Reduced 4.42%
$127B
$1.25 Million 0.34% of portfolio
9,404
Q4 2024 Reduced 0.42%
$70.9B
$1.26 Million 0.34% of portfolio
13,872
Q2 2025 Reduced 0.19%
$85.6B
$1.27 Million 0.34% of portfolio
3,827
Q2 2025 Reduced 2.17%
$177B
$1.23 Million 0.33% of portfolio
6,338
Q2 2025 Reduced 0.09%
$66.3B
$1.23 Million 0.33% of portfolio
14,545
Q2 2025 Reduced 2.35%
$127B
$1.23 Million 0.33% of portfolio
4,460
Q1 2025 Reduced 0.89%
$135B
$1.1 Million 0.3% of portfolio
4,798
Q2 2025 Added 0.84%
$293B
$1.08 Million 0.29% of portfolio
15,559
Q2 2025 Reduced 4.54%
$548B
$1.08 Million 0.29% of portfolio
1,927
Q1 2025 Added 61.12%
$141B
$1.06 Million 0.29% of portfolio
15,330
Q2 2025 Reduced 8.54%
$182B
$1.05 Million 0.28% of portfolio
11,228
Q2 2025 Added 14.36%
$152B
$994,000 0.27% of portfolio
4,484
Q1 2025 Added 2.51%
$3.05B
$949,000 0.26% of portfolio
15,100
Q1 2025 Reduced 7.65%

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
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