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
$42.3B
$931,000 0.26% of portfolio
11,916
Q4 2024 Added 2.58%
$149B
$881,000 0.25% of portfolio
33,219
Q3 2024 Reduced 6.99%
$125B
$904,000 0.25% of portfolio
15,997
Q4 2024 Reduced 8.23%
$76.8B
$905,000 0.25% of portfolio
7,303
Q4 2024 Reduced 2.39%
$459B
$873,000 0.24% of portfolio
5,243
Q3 2024 Added 80.3%
$206B
$872,000 0.24% of portfolio
7,837
Q4 2024 Reduced 0.72%
$57.5B
$870,000 0.24% of portfolio
3,614
Q4 2024 Added 35.97%
$150B
$796,000 0.22% of portfolio
3,528
Q3 2024 Reduced 5.79%
$13.6B
$790,000 0.22% of portfolio
31,038
Q4 2024 Reduced 38.51%
$84.1B
$742,000 0.21% of portfolio
5,748
Q4 2024 Reduced 1.71%
$68.9B
$744,000 0.21% of portfolio
2,648
Q4 2024 Reduced 2.75%
$3.29B
$745,000 0.21% of portfolio
5,130
Q3 2024 Reduced 8.88%
$275B
$760,000 0.21% of portfolio
12,208
Q3 2024 Reduced 13.09%
$34.1B
$672,000 0.19% of portfolio
3,799
Q3 2024 New
$130B
$672,000 0.19% of portfolio
2,025
Q3 2024 Added 123.02%
$85.5B
$688,000 0.19% of portfolio
1,208
Q2 2024 Added 0.67%
$530B
$629,000 0.18% of portfolio
1,196
Q4 2023 Reduced 12.06%
$219B
$627,000 0.18% of portfolio
9,578
Q3 2024 Reduced 8.52%
$79.5B
$645,000 0.18% of portfolio
10,801
Q4 2024 Added 15.32%
$10.2B
$597,000 0.17% of portfolio
2,400
Q2 2022 New
$29.1B
$589,000 0.17% of portfolio
2,666
Q4 2024 Reduced 1.48%
$237B
$615,000 0.17% of portfolio
2,073
Q4 2024 Reduced 43.25%
$58B
$576,000 0.16% of portfolio
1,082
Q4 2024 Reduced 21.71%
$173B
$537,000 0.15% of portfolio
7,837
Q4 2024 Added 7.4%
$234B
$540,000 0.15% of portfolio
8,626
Q4 2024 Added 26.65%
$37.3B
$518,000 0.15% of portfolio
5,279
Q1 2023 Added 10.46%
$203B
$549,000 0.15% of portfolio
1,235
Q4 2024 Reduced 2.37%
$105B
$530,000 0.15% of portfolio
842
Q3 2024 New
$162B
$509,000 0.14% of portfolio
2,221
Q4 2024 Reduced 2.42%
$22.7B
$514,000 0.14% of portfolio
1,228
Q3 2024 New
$25.7B
$509,000 0.14% of portfolio
9,700
Q4 2023 Reduced 3.0%
$0
$496,000 0.14% of portfolio
22,865
Q1 2024 Reduced 4.19%
$52.7B
$470,000 0.13% of portfolio
4,000
Q4 2023 Reduced 1.48%
$52B
$470,000 0.13% of portfolio
2,440
Q4 2024 Reduced 7.75%
$54.8B
$415,000 0.12% of portfolio
2,000
Q3 2024 Reduced 0.6%
$15.3B
$426,000 0.12% of portfolio
5,846
Q3 2024 New
$435B
$429,000 0.12% of portfolio
482
Q4 2023 New
$27.3B
$389,000 0.11% of portfolio
2,087
Q4 2023 Reduced 1.6%
$126B
$394,000 0.11% of portfolio
3,978
Q4 2024 Reduced 7.66%
$81.3B
$392,000 0.11% of portfolio
331
Q3 2024 Reduced 6.5%
$35.5B
$378,000 0.11% of portfolio
3,456
Q3 2024 Reduced 0.26%
$121B
$390,000 0.11% of portfolio
804
Q3 2024 Added 73.65%
$219B
$368,000 0.1% of portfolio
644
Q3 2022 New
$43.9B
$358,000 0.1% of portfolio
2,732
Q3 2024 Reduced 12.77%
$191B
$374,000 0.1% of portfolio
4,356
Q3 2024 New
$1.28T
$374,000 0.1% of portfolio
927
Q4 2024 Added 12.09%
$342B
$372,000 0.1% of portfolio
1,113
Q3 2024 Added 24.92%
$67.9B
$347,000 0.1% of portfolio
3,362
Q3 2024 New
$52.5B
$352,000 0.1% of portfolio
500
Q4 2023 Reduced 23.31%

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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