Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $409 Million
  • Q3 2025

Aries Wealth Management has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $409 Million distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.3M, Microsoft Corp with a value of $18.4M, Vanguard Growth ETF with a value of $18.2M, Spdr S&P 500 ETF Trust with a value of $16.2M, and Ishares Tr Msci Eafe ETF with a value of $14.6M.

Examining the 13F form we can see an increase of $36.6M in the current position value, from $372M to 409M.

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

Portfolio value $409 Million
ETFs: $193 Million
Technology: $60.3 Million
Industrials: $28.2 Million
Healthcare: $26.9 Million
Financial Services: $25 Million
Consumer Cyclical: $23.4 Million
Communication Services: $19.3 Million
Consumer Defensive: $19 Million
Other: $13.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.2 Million 4.46% of portfolio
38,017
Q3 2025 Added 0.1%
$0
$16.2 Million 3.97% of portfolio
24,323
Q3 2025 Added 25.74%
$0
$14.6 Million 3.58% of portfolio
156,529
Q3 2025 Added 8.45%
$0
$13.3 Million 3.25% of portfolio
52,145
Q3 2025 Added 3.71%
$0
$12.1 Million 2.95% of portfolio
41,055
Q3 2025 Added 0.93%
$0
$7.82 Million 1.91% of portfolio
146,460
Q3 2025 Added 6.17%
$0
$7.2 Million 1.76% of portfolio
51,429
Q2 2025 Reduced 1.69%
$0
$6.49 Million 1.59% of portfolio
34,781
Q3 2025 Added 8.91%
$0
$5.8 Million 1.42% of portfolio
15,294
Q3 2024 Added 41.18%
$130B
$4.97 Million 1.22% of portfolio
13,980
Q3 2025 Added 0.74%
$0
$4.72 Million 1.15% of portfolio
24,256
Q3 2025 Reduced 0.2%
$0
$4.63 Million 1.13% of portfolio
14,114
Q3 2025 Added 0.53%
$0
$4.57 Million 1.12% of portfolio
51,386
Q3 2025 Reduced 0.39%
$0
$4.14 Million 1.01% of portfolio
204,284
Q3 2025 Reduced 0.32%
$0
$3.62 Million 0.89% of portfolio
47,404
Q3 2025 Reduced 0.67%
$0
$3.54 Million 0.87% of portfolio
114,648
Q3 2025 Added 3.29%
$0
$2.96 Million 0.72% of portfolio
21,382
Q3 2025 Added 1.46%
$0
$2.96 Million 0.72% of portfolio
35,135
Q3 2025 Added 0.07%
$0
$2.92 Million 0.71% of portfolio
30,645
Q3 2025 Reduced 5.18%
$0
$2.64 Million 0.65% of portfolio
49,862
Q3 2025 Added 0.96%
$0
$2.33 Million 0.57% of portfolio
3,807
Q3 2025 Added 2.7%
$0
$2.28 Million 0.56% of portfolio
41,993
Q3 2025 Added 7.27%
$0
$2.21 Million 0.54% of portfolio
22,035
Q3 2025 Added 2.56%
$0
$2.11 Million 0.52% of portfolio
3,511
Q2 2025 Added 6.3%
$0
$1.86 Million 0.45% of portfolio
31,000
Q2 2025 Reduced 27.79%
$0
$1.86 Million 0.45% of portfolio
23,247
Q2 2025 Reduced 1.42%
$0
$1.7 Million 0.41% of portfolio
33,415
Q3 2025 Added 4.59%
$0
$1.58 Million 0.39% of portfolio
31,145
Q3 2025 Added 2.64%
$0
$1.54 Million 0.38% of portfolio
55,091
Q3 2025 Reduced 0.7%
$0
$1.43 Million 0.35% of portfolio
23,406
Q3 2025 Reduced 0.81%
$0
$1.41 Million 0.35% of portfolio
17,929
Q3 2025 Reduced 0.19%
$0
$1.4 Million 0.34% of portfolio
19,609
Q3 2025 Reduced 4.74%
$0
$1.37 Million 0.33% of portfolio
15,639
Q1 2025 Added 4.43%
$0
$1.24 Million 0.3% of portfolio
6,826
Q3 2025 Reduced 0.15%
$0
$1.14 Million 0.28% of portfolio
6,008
Q2 2025 Reduced 16.1%
$0
$1.07 Million 0.26% of portfolio
3,795
Q2 2025 Reduced 4.09%
$0
$997,000 0.24% of portfolio
12,500
Q2 2025 Added 4.17%
$0
$914,000 0.22% of portfolio
4,369
Q3 2024 New
$0
$734,000 0.18% of portfolio
11,302
Q3 2025 Reduced 0.57%
$0
$699,000 0.17% of portfolio
5,976
Q1 2024 New
$0
$681,000 0.17% of portfolio
4,894
Q2 2025 Reduced 10.77%
$0
$708,000 0.17% of portfolio
6,414
Q3 2025 Added 1.18%
$0
$631,000 0.15% of portfolio
943
Q1 2025 Reduced 19.33%
$0
$590,000 0.14% of portfolio
7,940
Q4 2024 Reduced 2.9%
$0
$564,000 0.14% of portfolio
1,205
Q2 2025 Reduced 29.08%
$0
$535,000 0.13% of portfolio
5,994
Q3 2025 Reduced 11.12%
$0
$530,000 0.13% of portfolio
4,980
Q4 2022 Reduced 15.31%
$65.3B
$543,000 0.13% of portfolio
7,467
Q3 2025 Added 10.38%
$0
$490,000 0.12% of portfolio
4,975
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $409 Million
  • Prior Value $372 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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