Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $372 Million
  • Q2 2025

Aries Wealth Management has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $372 Million distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.1M, Microsoft Corp with a value of $17.5M, Vanguard Growth ETF with a value of $16.6M, Ishares Tr Msci Eafe ETF with a value of $12.9M, and Spdr S&P 500 ETF Trust with a value of $12M.

Examining the 13F form we can see an increase of $11M in the current position value, from $361M to 372M.

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

Portfolio value $372 Million
ETFs: $173 Million
Technology: $54.6 Million
Industrials: $25.1 Million
Healthcare: $24.7 Million
Financial Services: $24.2 Million
Consumer Cyclical: $21.3 Million
Consumer Defensive: $19.1 Million
Communication Services: $17.1 Million
Other: $12.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.6 Million 4.48% of portfolio
37,978
Q2 2025 Added 1.34%
$0
$12.9 Million 3.47% of portfolio
144,339
Q2 2025 Added 10.69%
$0
$12 Million 3.21% of portfolio
19,344
Q2 2025 Reduced 3.21%
$0
$11.9 Million 3.2% of portfolio
50,278
Q2 2025 Added 4.76%
$0
$11.4 Million 3.06% of portfolio
40,678
Q2 2025 Reduced 2.01%
$0
$6.98 Million 1.88% of portfolio
51,429
Q2 2025 Reduced 1.69%
$0
$6.65 Million 1.79% of portfolio
137,946
Q2 2025 Added 10.57%
$0
$5.64 Million 1.52% of portfolio
31,937
Q2 2025 Reduced 2.43%
$0
$5.37 Million 1.44% of portfolio
15,294
Q3 2024 Added 41.18%
$0
$4.44 Million 1.19% of portfolio
24,305
Q2 2025 Reduced 11.66%
$0
$4.32 Million 1.16% of portfolio
51,589
Q2 2025 Reduced 12.04%
$0
$4.27 Million 1.15% of portfolio
14,039
Q2 2025 Added 27.8%
$116B
$4.23 Million 1.14% of portfolio
13,877
Q2 2025 Reduced 6.51%
$0
$4.15 Million 1.12% of portfolio
204,934
Q2 2025 Reduced 1.79%
$0
$3.42 Million 0.92% of portfolio
110,993
Q2 2025 Added 3.19%
$0
$3.26 Million 0.88% of portfolio
39,397
Q2 2025 Added 16.94%
$0
$2.91 Million 0.78% of portfolio
35,111
Q2 2025 Reduced 8.66%
$0
$2.71 Million 0.73% of portfolio
21,074
Q2 2025 Added 0.09%
$0
$2.61 Million 0.7% of portfolio
49,389
Q2 2025 Reduced 1.12%
$0
$2.48 Million 0.67% of portfolio
47,724
Q2 2025 Added 4.81%
$0
$2.13 Million 0.57% of portfolio
21,485
Q2 2025 Added 4.45%
$0
$2.11 Million 0.57% of portfolio
3,707
Q2 2025 Reduced 11.29%
$0
$1.94 Million 0.52% of portfolio
39,148
Q2 2025 Added 0.17%
$0
$1.94 Million 0.52% of portfolio
3,511
Q2 2025 Added 6.3%
$0
$1.85 Million 0.5% of portfolio
23,247
Q2 2025 Reduced 1.42%
$0
$1.77 Million 0.48% of portfolio
31,000
Q2 2025 Reduced 27.79%
$0
$1.62 Million 0.44% of portfolio
31,950
Q2 2025 Reduced 2.44%
$0
$1.53 Million 0.41% of portfolio
30,345
Q2 2025 Added 1.62%
$0
$1.48 Million 0.4% of portfolio
55,481
Q2 2025 Added 8.2%
$0
$1.41 Million 0.38% of portfolio
17,964
Q2 2025 Added 0.05%
$0
$1.38 Million 0.37% of portfolio
20,584
Q2 2025 Reduced 6.18%
$0
$1.35 Million 0.36% of portfolio
23,596
Q1 2025 Added 0.51%
$0
$1.31 Million 0.35% of portfolio
15,639
Q1 2025 Added 4.43%
$0
$1.25 Million 0.33% of portfolio
6,836
Q2 2025 Reduced 25.64%
$0
$1.09 Million 0.29% of portfolio
6,008
Q2 2025 Reduced 16.1%
$0
$961,000 0.26% of portfolio
3,795
Q2 2025 Reduced 4.09%
$0
$968,000 0.26% of portfolio
12,500
Q2 2025 Added 4.17%
$0
$841,000 0.23% of portfolio
4,369
Q3 2024 New
$0
$699,000 0.19% of portfolio
6,339
Q2 2025 Reduced 5.02%
$0
$692,000 0.19% of portfolio
11,367
Q2 2025 Added 52.35%
$0
$659,000 0.18% of portfolio
4,894
Q2 2025 Reduced 10.77%
$0
$647,000 0.17% of portfolio
5,976
Q1 2024 New
$0
$584,000 0.16% of portfolio
7,940
Q4 2024 Reduced 2.9%
$0
$585,000 0.16% of portfolio
943
Q1 2025 Reduced 19.33%
$0
$571,000 0.15% of portfolio
6,744
Q2 2025 Reduced 18.85%
$0
$520,000 0.14% of portfolio
4,980
Q4 2022 Reduced 15.31%
$0
$508,000 0.14% of portfolio
8,500
Q3 2024 Reduced 5.56%
$0
$511,000 0.14% of portfolio
1,205
Q2 2025 Reduced 29.08%
$0
$478,000 0.13% of portfolio
9,137
Q2 2025 Reduced 11.38%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $372 Million
  • Prior Value $361 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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