Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $361 Million
  • Q1 2025

Aries Wealth Management has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $361 Million distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.9M, Vanguard Growth ETF with a value of $13.9M, Microsoft Corp with a value of $13.4M, Spdr S&P 500 ETF Trust with a value of $11.2M, and Vanguard Mid Cap ETF with a value of $10.7M.

Examining the 13F form we can see an increase of $4.27M in the current position value, from $357M to 361M.

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

Portfolio value $361 Million
ETFs: $165 Million
Technology: $49.2 Million
Healthcare: $29.4 Million
Financial Services: $23.9 Million
Industrials: $23.6 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $19.9 Million
Communication Services: $14.5 Million
Other: $15 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$19.9 Million 5.53% of portfolio
89,798
Q1 2025 Reduced 1.86%
$3.77T
$13.4 Million 3.7% of portfolio
35,570
Q1 2025 Added 2.49%
$2.32T
$7.96 Million 2.2% of portfolio
41,828
Q1 2025 Added 3.57%
$452B
$6.97 Million 1.93% of portfolio
58,645
Q1 2025 Added 29.11%
$220B
$5.93 Million 1.64% of portfolio
17,992
Q3 2024 Reduced 0.55%
$380B
$5.54 Million 1.53% of portfolio
15,112
Q1 2025 Added 1.79%
$1.58T
$5.45 Million 1.51% of portfolio
9,462
Q1 2025 Added 3.86%
$1.14T
$5.01 Million 1.39% of portfolio
32,404
Q1 2025 Added 8.82%
$439B
$4.87 Million 1.35% of portfolio
29,368
Q1 2025 Added 3.48%
$260B
$4.87 Million 1.35% of portfolio
55,455
Q1 2025 Reduced 0.56%
$575B
$4.53 Million 1.26% of portfolio
12,932
Q1 2025 Added 3.14%
$855B
$4.52 Million 1.25% of portfolio
18,445
Q1 2025 Added 3.09%
$375B
$3.8 Million 1.05% of portfolio
22,294
Q1 2025 Added 5.07%
$417B
$3.49 Million 0.97% of portfolio
3,687
Q1 2025 Added 3.95%
$738B
$3.37 Million 0.93% of portfolio
4,075
Q1 2025 Reduced 0.15%
$253B
$3.03 Million 0.84% of portfolio
12,187
Q1 2025 Added 4.73%
$331B
$2.79 Million 0.77% of portfolio
13,317
Q4 2024 Reduced 1.59%
$622B
$2.61 Million 0.72% of portfolio
4,909
Q1 2025 Added 3.2%
$207B
$2.55 Million 0.71% of portfolio
28,427
Q1 2025 Added 5.94%
$168B
$2.48 Million 0.69% of portfolio
4,975
Q1 2025 Added 5.54%
$201B
$2.34 Million 0.65% of portfolio
15,592
Q1 2025 Added 6.08%
$220B
$2.31 Million 0.64% of portfolio
17,445
Q1 2025 Added 4.01%
$126B
$2.32 Million 0.64% of portfolio
7,588
Q1 2025 Added 4.55%
$267B
$2.31 Million 0.64% of portfolio
4,407
Q1 2025 Added 1.52%
$116B
$2.25 Million 0.62% of portfolio
7,449
Q1 2025 Added 3.63%
$220B
$1.92 Million 0.53% of portfolio
6,154
Q1 2025 Added 7.78%
$181B
$1.89 Million 0.52% of portfolio
6,056
Q1 2025 Added 13.96%
$290B
$1.82 Million 0.5% of portfolio
6,816
Q1 2025 Added 8.0%
$146B
$1.72 Million 0.48% of portfolio
14,111
Q1 2025 Added 19.24%
$294B
$1.62 Million 0.45% of portfolio
9,682
Q1 2025 Added 1.79%
$79.9B
$1.56 Million 0.43% of portfolio
6,310
Q1 2025 Reduced 32.57%
$416B
$1.52 Million 0.42% of portfolio
13,995
Q1 2025 Added 25.97%
$219B
$1.43 Million 0.4% of portfolio
10,779
Q3 2024 Reduced 0.54%
$283B
$1.41 Million 0.39% of portfolio
7,028
Q4 2023 Reduced 9.67%
$74B
$1.3 Million 0.36% of portfolio
13,899
Q4 2024 Reduced 0.04%
$91.6B
$1.29 Million 0.36% of portfolio
3,912
Q1 2025 Reduced 0.05%
$44.3B
$1.3 Million 0.36% of portfolio
3,096
Q1 2025 Added 5.74%
$58.5B
$1.27 Million 0.35% of portfolio
11,731
Q1 2025 Reduced 1.55%
$177B
$1.23 Million 0.34% of portfolio
6,344
Q1 2025 Added 2.11%
$152B
$1.19 Million 0.33% of portfolio
16,761
Q1 2025 Added 7.01%
$141B
$1.12 Million 0.31% of portfolio
4,758
Q1 2025 Added 2.52%
$125B
$1.09 Million 0.3% of portfolio
9,404
Q4 2024 Reduced 0.42%
$533B
$1.06 Million 0.29% of portfolio
1,927
Q1 2025 Added 61.12%
$141B
$1.05 Million 0.29% of portfolio
4,484
Q1 2025 Added 2.51%
$280B
$1.01 Million 0.28% of portfolio
16,299
Q1 2025 Reduced 7.26%
$65.2B
$970,000 0.27% of portfolio
14,895
Q1 2025 Reduced 2.75%
$62.5B
$956,000 0.26% of portfolio
3,618
Q1 2025 Added 0.11%
$104B
$936,000 0.26% of portfolio
3,837
Q1 2025 Reduced 31.47%
$642B
$937,000 0.26% of portfolio
6,706
Q1 2025 Added 27.9%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $361 Million
  • Prior Value $357 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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