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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$22.3 Million 5.46% of portfolio
87,680
Q3 2025 Reduced 0.84%
$3.78T
$18.4 Million 4.51% of portfolio
35,553
Q3 2025 Added 0.95%
$2.39T
$9.39 Million 2.3% of portfolio
42,768
Q3 2025 Added 0.16%
$291B
$8.58 Million 2.1% of portfolio
17,975
Q3 2025 Added 0.46%
$1.65T
$7.94 Million 1.94% of portfolio
32,672
Q3 2025 Reduced 0.22%
$1.37T
$7.03 Million 1.72% of portfolio
9,566
Q3 2025 Reduced 2.67%
$367B
$6.13 Million 1.5% of portfolio
15,122
Q3 2025 Added 1.1%
$881B
$5.54 Million 1.36% of portfolio
17,561
Q3 2025 Added 1.87%
$279B
$5.53 Million 1.35% of portfolio
53,691
Q3 2025 Added 0.13%
$490B
$5.03 Million 1.23% of portfolio
44,618
Q2 2025 Reduced 23.92%
$522B
$4.74 Million 1.16% of portfolio
25,546
Q3 2025 Reduced 0.55%
$533B
$4.53 Million 1.11% of portfolio
13,283
Q3 2025 Added 1.38%
$404B
$3.49 Million 0.85% of portfolio
3,768
Q3 2025 Added 5.72%
$346B
$3.37 Million 0.83% of portfolio
21,957
Q3 2025 Reduced 0.2%
$971B
$3.32 Million 0.81% of portfolio
4,351
Q3 2025 Added 5.86%
$266B
$3.23 Million 0.79% of portfolio
11,437
Q2 2025 Reduced 6.15%
$222B
$2.42 Million 0.59% of portfolio
4,999
Q3 2025 Reduced 1.69%
$228B
$2.33 Million 0.57% of portfolio
17,428
Q3 2025 Reduced 0.01%
$204B
$2.15 Million 0.53% of portfolio
15,302
Q2 2025 Reduced 1.86%
$235B
$2.19 Million 0.53% of portfolio
26,034
Q3 2025 Reduced 0.57%
$328B
$2.11 Million 0.52% of portfolio
7,028
Q4 2023 Reduced 9.67%
$593B
$1.94 Million 0.47% of portfolio
6,881
Q2 2025 Added 2.61%
$465B
$1.91 Million 0.47% of portfolio
10,235
Q3 2025 Reduced 10.88%
$258B
$1.88 Million 0.46% of portfolio
11,255
Q3 2025 Added 4.63%
$662B
$1.78 Million 0.44% of portfolio
3,547
Q3 2025 Added 6.68%
$224B
$1.74 Million 0.43% of portfolio
5,740
Q2 2025 Reduced 6.73%
$269B
$1.63 Million 0.4% of portfolio
6,816
Q1 2025 Added 8.0%
$303B
$1.53 Million 0.37% of portfolio
9,863
Q3 2025 Added 6.58%
$1.74T
$1.25 Million 0.31% of portfolio
5,142
Q3 2025 Added 1.68%
$512B
$1.09 Million 0.27% of portfolio
1,912
Q3 2025 Reduced 0.78%
$319B
$1.06 Million 0.26% of portfolio
15,559
Q2 2025 Reduced 4.54%
$306B
$808,000 0.2% of portfolio
12,190
Q2 2025 Reduced 1.76%
$255B
$688,000 0.17% of portfolio
2,073
Q4 2024 Reduced 43.25%
$277B
$709,000 0.17% of portfolio
9,248
Q3 2025 Reduced 3.14%
$237B
$678,000 0.17% of portfolio
2,863
Q3 2025 Added 26.35%
$270B
$590,000 0.14% of portfolio
8,249
Q3 2025 Reduced 9.35%
$265B
$512,000 0.13% of portfolio
644
Q3 2022 New
$418B
$428,000 0.1% of portfolio
2,395
Q3 2025 Added 18.86%
$300B
$352,000 0.09% of portfolio
1,021
Q3 2025 Reduced 6.07%
$270B
$271,000 0.07% of portfolio
1,707
Q3 2025 Reduced 0.06%
$317B
$226,000 0.06% of portfolio
2,700
Q2 2025 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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