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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$19.9 Million 5.53% of portfolio
89,798
Q1 2025 Reduced 1.86%
$2.74T
$13.4 Million 3.7% of portfolio
35,570
Q1 2025 Added 2.49%
$1.76T
$7.96 Million 2.2% of portfolio
41,828
Q1 2025 Added 3.57%
$446B
$6.97 Million 1.93% of portfolio
58,645
Q1 2025 Added 29.11%
$363B
$5.54 Million 1.53% of portfolio
15,112
Q1 2025 Added 1.79%
$1.17T
$5.45 Million 1.51% of portfolio
9,462
Q1 2025 Added 3.86%
$931B
$5.01 Million 1.39% of portfolio
32,404
Q1 2025 Added 8.82%
$412B
$4.87 Million 1.35% of portfolio
29,368
Q1 2025 Added 3.48%
$253B
$4.87 Million 1.35% of portfolio
55,455
Q1 2025 Reduced 0.56%
$539B
$4.53 Million 1.26% of portfolio
12,932
Q1 2025 Added 3.14%
$680B
$4.52 Million 1.25% of portfolio
18,445
Q1 2025 Added 3.09%
$404B
$3.8 Million 1.05% of portfolio
22,294
Q1 2025 Added 5.07%
$440B
$3.49 Million 0.97% of portfolio
3,687
Q1 2025 Added 3.95%
$798B
$3.37 Million 0.93% of portfolio
4,075
Q1 2025 Reduced 0.15%
$214B
$3.03 Million 0.84% of portfolio
12,187
Q1 2025 Added 4.73%
$306B
$2.79 Million 0.77% of portfolio
13,317
Q4 2024 Reduced 1.59%
$229B
$2.31 Million 0.64% of portfolio
17,445
Q1 2025 Added 4.01%
$425B
$2.31 Million 0.64% of portfolio
4,407
Q1 2025 Added 1.52%
$229B
$1.92 Million 0.53% of portfolio
6,154
Q1 2025 Added 7.78%
$326B
$1.82 Million 0.5% of portfolio
6,816
Q1 2025 Added 8.0%
$270B
$1.62 Million 0.45% of portfolio
9,682
Q1 2025 Added 1.79%
$253B
$1.52 Million 0.42% of portfolio
13,995
Q1 2025 Added 25.97%
$493B
$1.06 Million 0.29% of portfolio
1,927
Q1 2025 Added 61.12%
$229B
$1.01 Million 0.28% of portfolio
16,299
Q1 2025 Reduced 7.26%
$347B
$937,000 0.26% of portfolio
6,706
Q1 2025 Added 27.9%
$316B
$888,000 0.25% of portfolio
12,408
Q1 2025 Added 1.64%
$933B
$861,000 0.24% of portfolio
5,517
Q1 2025 Added 8.67%
$209B
$701,000 0.19% of portfolio
9,548
Q1 2025 Reduced 0.31%
$224B
$630,000 0.17% of portfolio
8,610
Q1 2025 Reduced 0.19%
$247B
$466,000 0.13% of portfolio
1,740
Q1 2025 Added 56.33%
$433B
$449,000 0.12% of portfolio
482
Q4 2023 New
$762B
$259,000 0.07% of portfolio
1,000
Q1 2025 Added 7.87%

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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