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
$3.44T
$19.9 Million 5.53% of portfolio
89,798
Q1 2025 Reduced 1.86%
$3.81T
$13.4 Million 3.7% of portfolio
35,570
Q1 2025 Added 2.49%
$2.37T
$7.96 Million 2.2% of portfolio
41,828
Q1 2025 Added 3.57%
$462B
$6.97 Million 1.93% of portfolio
58,645
Q1 2025 Added 29.11%
$227B
$5.93 Million 1.64% of portfolio
17,992
Q3 2024 Reduced 0.55%
$382B
$5.54 Million 1.53% of portfolio
15,112
Q1 2025 Added 1.79%
$1.6T
$5.45 Million 1.51% of portfolio
9,462
Q1 2025 Added 3.86%
$1.15T
$5.01 Million 1.39% of portfolio
32,404
Q1 2025 Added 8.82%
$443B
$4.87 Million 1.35% of portfolio
29,368
Q1 2025 Added 3.48%
$262B
$4.87 Million 1.35% of portfolio
55,455
Q1 2025 Reduced 0.56%
$584B
$4.53 Million 1.26% of portfolio
12,932
Q1 2025 Added 3.14%
$870B
$4.52 Million 1.25% of portfolio
18,445
Q1 2025 Added 3.09%
$376B
$3.8 Million 1.05% of portfolio
22,294
Q1 2025 Added 5.07%
$413B
$3.49 Million 0.97% of portfolio
3,687
Q1 2025 Added 3.95%
$765B
$3.37 Million 0.93% of portfolio
4,075
Q1 2025 Reduced 0.15%
$234B
$3.03 Million 0.84% of portfolio
12,187
Q1 2025 Added 4.73%
$337B
$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%
$213B
$2.55 Million 0.71% of portfolio
28,427
Q1 2025 Added 5.94%
$186B
$2.48 Million 0.69% of portfolio
4,975
Q1 2025 Added 5.54%
$199B
$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%
$127B
$2.32 Million 0.64% of portfolio
7,588
Q1 2025 Added 4.55%
$261B
$2.31 Million 0.64% of portfolio
4,407
Q1 2025 Added 1.52%
$112B
$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%
$178B
$1.89 Million 0.52% of portfolio
6,056
Q1 2025 Added 13.96%
$308B
$1.82 Million 0.5% of portfolio
6,816
Q1 2025 Added 8.0%
$147B
$1.72 Million 0.48% of portfolio
14,111
Q1 2025 Added 19.24%
$305B
$1.62 Million 0.45% of portfolio
9,682
Q1 2025 Added 1.79%
$80.4B
$1.56 Million 0.43% of portfolio
6,310
Q1 2025 Reduced 32.57%
$433B
$1.52 Million 0.42% of portfolio
13,995
Q1 2025 Added 25.97%
$228B
$1.43 Million 0.4% of portfolio
10,779
Q3 2024 Reduced 0.54%
$293B
$1.41 Million 0.39% of portfolio
7,028
Q4 2023 Reduced 9.67%
$73.8B
$1.3 Million 0.36% of portfolio
13,899
Q4 2024 Reduced 0.04%
$89.7B
$1.29 Million 0.36% of portfolio
3,912
Q1 2025 Reduced 0.05%
$45.8B
$1.3 Million 0.36% of portfolio
3,096
Q1 2025 Added 5.74%
$57.2B
$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%
$141B
$1.19 Million 0.33% of portfolio
16,761
Q1 2025 Added 7.01%
$136B
$1.12 Million 0.31% of portfolio
4,758
Q1 2025 Added 2.52%
$129B
$1.09 Million 0.3% of portfolio
9,404
Q4 2024 Reduced 0.42%
$537B
$1.06 Million 0.29% of portfolio
1,927
Q1 2025 Added 61.12%
$140B
$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%
$63.6B
$970,000 0.27% of portfolio
14,895
Q1 2025 Reduced 2.75%
$61.4B
$956,000 0.26% of portfolio
3,618
Q1 2025 Added 0.11%
$103B
$936,000 0.26% of portfolio
3,837
Q1 2025 Reduced 31.47%
$655B
$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
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