Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $361 Million
  • Q1 2025

Aries Wealth Management has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $361 Million distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.9M, Vanguard Growth ETF with a value of $13.9M, Microsoft Corp with a value of $13.4M, Spdr S&P 500 ETF Trust with a value of $11.2M, and Vanguard Mid Cap ETF with a value of $10.7M.

Examining the 13F form we can see an increase of $4.27M in the current position value, from $357M to 361M.

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

Portfolio value $361 Million
ETFs: $165 Million
Technology: $49.2 Million
Healthcare: $29.4 Million
Financial Services: $23.9 Million
Industrials: $23.6 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $19.9 Million
Communication Services: $14.5 Million
Other: $15 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.9 Million 3.85% of portfolio
37,475
Q1 2025 Added 1.05%
$0
$11.2 Million 3.1% of portfolio
19,985
Q1 2025 Added 2.92%
$0
$10.7 Million 2.96% of portfolio
41,511
Q1 2025 Added 0.26%
$0
$10.6 Million 2.95% of portfolio
47,995
Q1 2025 Added 0.67%
$0
$10.7 Million 2.95% of portfolio
130,403
Q1 2025 Added 11.11%
$0
$7.03 Million 1.95% of portfolio
52,313
Q1 2025 Reduced 0.29%
$0
$5.59 Million 1.55% of portfolio
32,734
Q1 2025 Added 3.45%
$0
$5.45 Million 1.51% of portfolio
124,759
Q1 2025 Added 14.11%
$0
$4.83 Million 1.34% of portfolio
15,294
Q3 2024 Added 41.18%
$0
$4.7 Million 1.3% of portfolio
27,514
Q1 2025 Reduced 3.32%
$0
$4.64 Million 1.29% of portfolio
58,648
Q1 2025 Reduced 0.99%
$107B
$4.28 Million 1.18% of portfolio
14,843
Q1 2025 Added 2.27%
$0
$4.23 Million 1.17% of portfolio
208,664
Q1 2025 Reduced 1.03%
$0
$3.67 Million 1.02% of portfolio
39,141
Q1 2025 Reduced 3.65%
$0
$3.32 Million 0.92% of portfolio
107,563
Q1 2025 Added 3.27%
$0
$3.14 Million 0.87% of portfolio
38,439
Q1 2025 Added 6.55%
$0
$2.79 Million 0.77% of portfolio
33,690
Q1 2025 Added 29.11%
$0
$2.62 Million 0.72% of portfolio
49,949
Q1 2025 Reduced 4.45%
$0
$2.45 Million 0.68% of portfolio
21,054
Q1 2025 Added 1.75%
$0
$2.2 Million 0.61% of portfolio
42,930
Q1 2025 Added 33.78%
$0
$2.15 Million 0.59% of portfolio
4,179
Q1 2025 Reduced 3.93%
$0
$2.07 Million 0.57% of portfolio
45,534
Q1 2025 Reduced 3.4%
$0
$2.03 Million 0.56% of portfolio
20,569
Q1 2025 Added 2.74%
$0
$1.86 Million 0.52% of portfolio
23,582
Q1 2025 Added 0.15%
$0
$1.77 Million 0.49% of portfolio
39,083
Q1 2025 Reduced 1.11%
$0
$1.67 Million 0.46% of portfolio
9,193
Q1 2025 Added 0.98%
$0
$1.66 Million 0.46% of portfolio
32,750
Q1 2025 Added 7.34%
$0
$1.55 Million 0.43% of portfolio
3,303
Q1 2025 Added 12.19%
$0
$1.51 Million 0.42% of portfolio
51,275
Q1 2025 Added 0.08%
$0
$1.49 Million 0.41% of portfolio
29,860
Q1 2025 Reduced 0.14%
$0
$1.46 Million 0.4% of portfolio
18,740
Q1 2025 Added 3.25%
$0
$1.4 Million 0.39% of portfolio
17,955
Q1 2025 Reduced 0.28%
$0
$1.34 Million 0.37% of portfolio
21,939
Q1 2025 Reduced 0.54%
$0
$1.23 Million 0.34% of portfolio
23,596
Q1 2025 Added 0.51%
$0
$1.24 Million 0.34% of portfolio
7,161
Q1 2025 Added 3.39%
$0
$1.18 Million 0.33% of portfolio
15,639
Q1 2025 Added 4.43%
$0
$851,000 0.24% of portfolio
12,000
Q4 2022 Added 20.0%
$0
$826,000 0.23% of portfolio
13,942
Q1 2025 Reduced 5.96%
$0
$816,000 0.23% of portfolio
3,957
Q1 2025 Added 1.98%
$0
$792,000 0.22% of portfolio
5,485
Q1 2025 Added 2.37%
$0
$755,000 0.21% of portfolio
4,369
Q3 2024 New
$0
$768,000 0.21% of portfolio
8,311
Q1 2025 Added 14.52%
$0
$737,000 0.2% of portfolio
6,674
Q1 2025 Added 0.23%
$0
$692,000 0.19% of portfolio
11,878
Q1 2025 Reduced 3.08%
$0
$612,000 0.17% of portfolio
1,699
Q1 2025 Reduced 4.01%
$0
$582,000 0.16% of portfolio
7,940
Q4 2024 Reduced 2.9%
$0
$572,000 0.16% of portfolio
5,976
Q1 2024 New
$0
$529,000 0.15% of portfolio
943
Q1 2025 Reduced 19.33%
$0
$525,000 0.15% of portfolio
4,980
Q4 2022 Reduced 15.31%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $361 Million
  • Prior Value $357 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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