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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Million 4.27% of portfolio
37,086
Q4 2024 Added 3.32%
$0
$11.5 Million 3.21% of portfolio
47,674
Q4 2024 Added 0.83%
$0
$11.4 Million 3.19% of portfolio
19,418
Q4 2024 Added 3.29%
$0
$10.9 Million 3.07% of portfolio
41,405
Q4 2024 Added 1.03%
$0
$8.87 Million 2.49% of portfolio
117,363
Q4 2024 Reduced 0.95%
$0
$6.93 Million 1.94% of portfolio
52,463
Q4 2024 Reduced 2.95%
$0
$5.36 Million 1.5% of portfolio
31,641
Q4 2024 Added 30.76%
$0
$5.11 Million 1.43% of portfolio
15,294
Q3 2024 Added 41.18%
$0
$5.07 Million 1.42% of portfolio
28,458
Q4 2024 Reduced 0.78%
$0
$4.79 Million 1.34% of portfolio
59,236
Q4 2024 Reduced 0.42%
$0
$4.57 Million 1.28% of portfolio
109,332
Q4 2024 Added 11.15%
$0
$4.27 Million 1.2% of portfolio
210,844
Q4 2024 Added 4.69%
$0
$3.61 Million 1.01% of portfolio
40,624
Q4 2024 Reduced 0.14%
$93.9B
$3.51 Million 0.99% of portfolio
14,513
Q4 2024 Added 3.22%
$0
$3.3 Million 0.93% of portfolio
11,397
Q4 2024 Added 6.63%
$0
$3.2 Million 0.9% of portfolio
104,158
Q4 2024 Added 14.32%
$0
$2.7 Million 0.76% of portfolio
52,274
Q4 2024 Reduced 3.93%
$0
$2.43 Million 0.68% of portfolio
20,692
Q4 2024 Added 2.95%
$0
$2.34 Million 0.66% of portfolio
4,350
Q4 2024 Added 0.21%
$0
$2.14 Million 0.6% of portfolio
26,095
Q4 2024 Added 11.03%
$0
$1.94 Million 0.54% of portfolio
20,021
Q4 2024 Added 19.16%
$0
$1.84 Million 0.51% of portfolio
23,546
Q4 2024 Reduced 4.25%
$0
$1.74 Million 0.49% of portfolio
39,523
Q4 2024 Reduced 1.63%
$0
$1.66 Million 0.46% of portfolio
9,104
Q4 2024 Reduced 18.39%
$0
$1.6 Million 0.45% of portfolio
47,137
Q4 2024 Reduced 0.85%
$0
$1.54 Million 0.43% of portfolio
30,510
Q4 2024 Added 9.63%
$0
$1.53 Million 0.43% of portfolio
32,090
Q4 2024 Added 0.53%
$0
$1.51 Million 0.42% of portfolio
2,944
Q4 2024 Added 154.45%
$0
$1.45 Million 0.41% of portfolio
29,902
Q4 2024 Reduced 7.52%
$0
$1.43 Million 0.4% of portfolio
51,235
Q4 2024 Added 15.3%
$0
$1.39 Million 0.39% of portfolio
18,006
Q4 2024 Added 0.33%
$0
$1.28 Million 0.36% of portfolio
18,150
Q4 2024 Reduced 6.51%
$0
$1.27 Million 0.35% of portfolio
22,059
Q4 2024 Reduced 0.9%
$0
$1.21 Million 0.34% of portfolio
6,926
Q4 2024 Added 22.26%
$0
$1.12 Million 0.32% of portfolio
23,476
Q3 2024 Reduced 3.14%
$0
$1.05 Million 0.29% of portfolio
14,975
Q3 2024 New
$0
$902,000 0.25% of portfolio
3,880
Q4 2024 Reduced 1.22%
$0
$859,000 0.24% of portfolio
14,826
Q4 2024 Added 0.13%
$0
$830,000 0.23% of portfolio
4,369
Q3 2024 New
$0
$761,000 0.21% of portfolio
12,000
Q4 2022 Added 20.0%
$0
$737,000 0.21% of portfolio
5,358
Q4 2024 Reduced 7.95%
$0
$733,000 0.21% of portfolio
6,659
Q4 2024 Added 46.19%
$0
$710,000 0.2% of portfolio
12,255
Q4 2024 Reduced 2.82%
$0
$710,000 0.2% of portfolio
1,770
Q4 2024 Reduced 1.39%
$0
$688,000 0.19% of portfolio
1,169
Q2 2024 Added 14.72%
$0
$615,000 0.17% of portfolio
5,976
Q1 2024 New
$0
$621,000 0.17% of portfolio
7,257
Q4 2024 Added 16.41%
$0
$570,000 0.16% of portfolio
7,940
Q4 2024 Reduced 2.9%
$0
$530,000 0.15% of portfolio
4,980
Q4 2022 Reduced 15.31%

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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