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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$21.5 Million 5.99% of portfolio
92,352
Q3 2024 Reduced 0.69%
$3.25T
$15.1 Million 4.21% of portfolio
35,203
Q3 2024 Added 4.22%
$2.29T
$7.57 Million 2.11% of portfolio
40,617
Q3 2024 Reduced 0.89%
$402B
$6.14 Million 1.71% of portfolio
15,153
Q3 2024 Added 4.49%
$441B
$5.37 Million 1.5% of portfolio
45,849
Q3 2024 Reduced 3.86%
$1.32T
$5.26 Million 1.46% of portfolio
9,183
Q3 2024 Reduced 2.13%
$1.14T
$4.76 Million 1.32% of portfolio
28,681
Q3 2024 Added 0.15%
$378B
$4.72 Million 1.31% of portfolio
29,111
Q3 2024 Reduced 6.77%
$250B
$4.56 Million 1.27% of portfolio
56,504
Q3 2024 Reduced 5.58%
$697B
$3.77 Million 1.05% of portfolio
17,893
Q3 2024 Reduced 1.65%
$398B
$3.73 Million 1.04% of portfolio
21,518
Q3 2024 Added 1.21%
$730B
$3.71 Million 1.03% of portfolio
4,186
Q3 2024 Added 27.31%
$519B
$3.55 Million 0.99% of portfolio
12,913
Q3 2024 Reduced 4.79%
$422B
$3.14 Million 0.87% of portfolio
3,547
Q3 2024 Reduced 2.34%
$205B
$2.99 Million 0.83% of portfolio
4,829
Q3 2024 Reduced 1.67%
$248B
$2.96 Million 0.82% of portfolio
26,080
Q3 2024 Added 2.83%
$200B
$2.57 Million 0.72% of portfolio
11,637
Q4 2023 Reduced 0.21%
$468B
$2.57 Million 0.72% of portfolio
4,401
Q3 2024 Added 11.42%
$211B
$2.49 Million 0.69% of portfolio
14,638
Q3 2024 Reduced 9.73%
$590B
$2.2 Million 0.61% of portfolio
4,780
Q3 2024 Added 0.23%
$200B
$1.91 Million 0.53% of portfolio
16,772
Q3 2024 Added 7.7%
$231B
$1.89 Million 0.52% of portfolio
5,334
Q3 2024 Added 23.36%
$215B
$1.73 Million 0.48% of portfolio
5,679
Q3 2024 Reduced 8.11%
$336B
$1.51 Million 0.42% of portfolio
12,455
Q3 2024 Reduced 3.52%
$280B
$1.4 Million 0.39% of portfolio
9,512
Q3 2024 Reduced 12.37%
$274B
$1.37 Million 0.38% of portfolio
6,629
Q3 2024 Reduced 2.14%
$223B
$990,000 0.28% of portfolio
3,653
Q3 2024 Reduced 0.98%
$240B
$935,000 0.26% of portfolio
17,574
Q3 2024 Reduced 24.28%
$457B
$893,000 0.25% of portfolio
5,243
Q3 2024 Added 80.3%
$1.17T
$848,000 0.24% of portfolio
5,077
Q2 2024 Added 20.39%
$270B
$877,000 0.24% of portfolio
12,208
Q3 2024 Reduced 13.09%
$204B
$759,000 0.21% of portfolio
7,894
Q3 2024 Reduced 4.02%
$203B
$746,000 0.21% of portfolio
9,578
Q3 2024 Reduced 8.52%
$208B
$654,000 0.18% of portfolio
1,265
Q3 2024 Added 8.58%
$504B
$590,000 0.16% of portfolio
1,196
Q4 2023 Reduced 12.06%
$216B
$449,000 0.12% of portfolio
6,811
Q3 2024 Added 2.64%
$405B
$341,000 0.09% of portfolio
482
Q4 2023 New
$344B
$304,000 0.08% of portfolio
1,113
Q3 2024 Added 24.92%
$1.33T
$216,000 0.06% of portfolio
827
Q3 2024 New

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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