Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $359 Million
  • Q3 2024

Aries Wealth Management has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $359 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 $21.5M, Microsoft Corp with a value of $15.1M, Vanguard Growth ETF with a value of $13.8M, Vanguard Small Cap ETF with a value of $11.2M, and Vanguard Mid Cap ETF with a value of $10.8M.

Examining the 13F form we can see an increase of $43.6M in the current position value, from $316M to 359M.

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

Portfolio value $359 Million
ETFs: $160 Million
Technology: $52 Million
Healthcare: $30.5 Million
Industrials: $26.2 Million
Financial Services: $24 Million
Consumer Cyclical: $20 Million
Consumer Defensive: $19.7 Million
Communication Services: $13.6 Million
Other: $13.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Million 3.83% of portfolio
35,893
Q3 2024 Added 11.47%
$0
$11.2 Million 3.12% of portfolio
47,283
Q3 2024 Reduced 0.2%
$0
$10.8 Million 3.01% of portfolio
40,982
Q3 2024 Reduced 0.87%
$0
$10.8 Million 3.0% of portfolio
18,800
Q3 2024 Added 10.52%
$0
$9.91 Million 2.76% of portfolio
118,494
Q3 2024 Added 11.9%
$0
$7.68 Million 2.14% of portfolio
54,057
Q3 2024 Reduced 3.22%
$0
$5.14 Million 1.43% of portfolio
28,682
Q3 2024 Added 2.57%
$0
$5 Million 1.39% of portfolio
15,294
Q3 2024 Added 41.18%
$0
$4.95 Million 1.38% of portfolio
59,487
Q3 2024 Added 0.1%
$0
$4.51 Million 1.26% of portfolio
98,364
Q3 2024 Added 14.69%
$0
$4.22 Million 1.18% of portfolio
24,198
Q3 2024 Added 27.55%
$0
$4.08 Million 1.14% of portfolio
201,404
Q3 2024 Reduced 0.98%
$0
$3.71 Million 1.03% of portfolio
40,679
Q3 2024 Added 0.68%
$83.5B
$3.42 Million 0.95% of portfolio
14,060
Q3 2024 Added 3.68%
$0
$3.03 Million 0.84% of portfolio
10,688
Q3 2024 Added 98.51%
$0
$2.87 Million 0.8% of portfolio
54,414
Q3 2024 Added 2.69%
$0
$2.69 Million 0.75% of portfolio
32,062
Q3 2024 Added 140.87%
$0
$2.4 Million 0.67% of portfolio
20,100
Q3 2024 Added 1.75%
$0
$2.29 Million 0.64% of portfolio
4,341
Q3 2024 Reduced 0.46%
$0
$2.03 Million 0.57% of portfolio
11,156
Q3 2024 Added 2.41%
$0
$1.95 Million 0.54% of portfolio
24,592
Q3 2024 Reduced 1.43%
$0
$1.95 Million 0.54% of portfolio
23,503
Q3 2024 Added 94.35%
$0
$1.89 Million 0.53% of portfolio
47,542
Q3 2024 Added 3.71%
$0
$1.92 Million 0.53% of portfolio
40,179
Q3 2024 Reduced 0.74%
$0
$1.69 Million 0.47% of portfolio
31,920
Q3 2024 Reduced 8.59%
$0
$1.7 Million 0.47% of portfolio
16,802
Q3 2024 Added 277.74%
$0
$1.59 Million 0.44% of portfolio
32,335
Q3 2024 Added 6.59%
$0
$1.49 Million 0.41% of portfolio
19,414
Q3 2024 Reduced 2.42%
$0
$1.41 Million 0.39% of portfolio
27,830
Q3 2024 Reduced 5.92%
$0
$1.4 Million 0.39% of portfolio
22,259
Q3 2024 Reduced 5.12%
$0
$1.41 Million 0.39% of portfolio
17,946
Q3 2024 Added 0.73%
$0
$1.22 Million 0.34% of portfolio
23,476
Q3 2024 Reduced 3.14%
$0
$1.17 Million 0.33% of portfolio
14,975
Q3 2024 New
$0
$1.16 Million 0.32% of portfolio
44,435
Q3 2024 Added 9.08%
$0
$1.01 Million 0.28% of portfolio
5,665
Q3 2024 Added 78.82%
$0
$896,000 0.25% of portfolio
5,821
Q3 2024 Reduced 1.77%
$0
$894,000 0.25% of portfolio
14,807
Q3 2024 Added 3.17%
$0
$886,000 0.25% of portfolio
3,928
Q2 2024 Added 3.02%
$0
$853,000 0.24% of portfolio
12,000
Q4 2022 Added 20.0%
$0
$795,000 0.22% of portfolio
4,369
Q3 2024 New
$0
$790,000 0.22% of portfolio
12,611
Q3 2024 Added 5.64%
$0
$673,000 0.19% of portfolio
1,795
Q2 2024 Reduced 1.1%
$0
$674,000 0.19% of portfolio
1,169
Q2 2024 Added 14.72%
$0
$614,000 0.17% of portfolio
8,177
Q3 2024 Reduced 1.77%
$0
$606,000 0.17% of portfolio
5,976
Q1 2024 New
$0
$564,000 0.16% of portfolio
1,157
Q1 2024 Reduced 1.03%
$0
$547,000 0.15% of portfolio
6,234
Q3 2024 Added 3.14%
$0
$540,000 0.15% of portfolio
4,980
Q4 2022 Reduced 15.31%
$0
$503,000 0.14% of portfolio
4,555
Q3 2024 Reduced 37.12%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $359 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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