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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$22.9 Million 6.42% of portfolio
91,499
Q4 2024 Reduced 0.92%
$3.09T
$14.6 Million 4.1% of portfolio
34,705
Q4 2024 Reduced 1.41%
$2.42T
$8.86 Million 2.48% of portfolio
40,387
Q4 2024 Reduced 0.57%
$196B
$6.53 Million 1.83% of portfolio
17,992
Q3 2024 Reduced 0.55%
$422B
$5.77 Million 1.62% of portfolio
14,846
Q4 2024 Reduced 2.03%
$1.22T
$5.64 Million 1.58% of portfolio
29,778
Q4 2024 Added 3.82%
$1.55T
$5.37 Million 1.51% of portfolio
9,110
Q4 2024 Reduced 0.79%
$266B
$5.04 Million 1.41% of portfolio
55,767
Q4 2024 Reduced 1.3%
$445B
$4.89 Million 1.37% of portfolio
45,423
Q4 2024 Reduced 0.93%
$784B
$4.29 Million 1.2% of portfolio
17,893
Q3 2024 Reduced 1.65%
$398B
$4.1 Million 1.15% of portfolio
28,381
Q4 2024 Reduced 2.51%
$559B
$3.96 Million 1.11% of portfolio
12,538
Q4 2024 Reduced 2.9%
$393B
$3.56 Million 1.0% of portfolio
21,218
Q4 2024 Reduced 1.39%
$434B
$3.25 Million 0.91% of portfolio
3,547
Q3 2024 Reduced 2.34%
$771B
$3.15 Million 0.88% of portfolio
4,081
Q4 2024 Reduced 2.51%
$250B
$2.67 Million 0.75% of portfolio
26,834
Q4 2024 Added 2.89%
$234B
$2.45 Million 0.69% of portfolio
4,714
Q4 2024 Reduced 2.38%
$90.4B
$2.38 Million 0.67% of portfolio
11,797
Q4 2024 Added 2.84%
$325B
$2.37 Million 0.66% of portfolio
13,317
Q4 2024 Reduced 1.59%
$79.6B
$2.37 Million 0.66% of portfolio
9,358
Q4 2024 Reduced 1.06%
$208B
$2.23 Million 0.63% of portfolio
14,698
Q4 2024 Added 0.41%
$507B
$2.2 Million 0.62% of portfolio
4,341
Q4 2024 Reduced 1.36%
$610B
$2.16 Million 0.6% of portfolio
4,757
Q4 2024 Reduced 0.48%
$126B
$2.12 Million 0.6% of portfolio
7,258
Q3 2024 Added 29.4%
$113B
$1.99 Million 0.56% of portfolio
7,188
Q3 2024 Reduced 0.42%
$224B
$1.9 Million 0.53% of portfolio
16,772
Q3 2024 Added 7.7%
$243B
$1.87 Million 0.52% of portfolio
5,314
Q4 2024 Reduced 0.37%
$212B
$1.66 Million 0.46% of portfolio
5,710
Q4 2024 Added 0.55%
$299B
$1.49 Million 0.42% of portfolio
11,110
Q4 2024 Reduced 10.8%
$145B
$1.43 Million 0.4% of portfolio
11,834
Q3 2024 Added 5.36%
$144B
$1.39 Million 0.39% of portfolio
9,404
Q4 2024 Reduced 0.42%
$292B
$1.38 Million 0.39% of portfolio
9,512
Q3 2024 Reduced 12.37%
$290B
$1.39 Million 0.39% of portfolio
6,311
Q4 2024 Reduced 4.8%
$190B
$1.25 Million 0.35% of portfolio
10,779
Q3 2024 Reduced 0.54%
$72.3B
$1.26 Million 0.35% of portfolio
13,899
Q4 2024 Reduced 0.04%
$177B
$1.21 Million 0.34% of portfolio
6,213
Q4 2024 Reduced 0.16%
$35.1B
$1.21 Million 0.34% of portfolio
2,928
Q4 2024 Reduced 0.31%
$8.03B
$1.19 Million 0.33% of portfolio
17,200
Q2 2022 New
$108B
$1.19 Million 0.33% of portfolio
5,599
Q4 2024 Reduced 0.14%
$222B
$1.17 Million 0.33% of portfolio
7,028
Q4 2023 Reduced 9.67%
$55.7B
$1.14 Million 0.32% of portfolio
15,316
Q4 2024 Reduced 4.37%
$141B
$1.12 Million 0.31% of portfolio
15,663
Q4 2024 Reduced 1.1%
$152B
$1.06 Million 0.3% of portfolio
4,641
Q4 2024 Added 4.5%
$161B
$1.08 Million 0.3% of portfolio
4,374
Q4 2024 Reduced 2.02%
$89.8B
$1.08 Million 0.3% of portfolio
3,914
Q3 2024 Added 2.41%
$249B
$1.04 Million 0.29% of portfolio
17,574
Q3 2024 Reduced 24.28%
$3.06B
$1.05 Million 0.29% of portfolio
16,350
Q3 2024 Added 1.41%
$89.6B
$1.04 Million 0.29% of portfolio
4,500
Q3 2024 Added 2,359.02%
$1.25T
$966,000 0.27% of portfolio
5,077
Q2 2024 Added 20.39%

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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