Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $372 Million
  • Q2 2025

Aries Wealth Management has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $372 Million distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.1M, Microsoft Corp with a value of $17.5M, Vanguard Growth ETF with a value of $16.6M, Ishares Tr Msci Eafe ETF with a value of $12.9M, and Spdr S&P 500 ETF Trust with a value of $12M.

Examining the 13F form we can see an increase of $11M in the current position value, from $361M to 372M.

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

Portfolio value $372 Million
ETFs: $173 Million
Technology: $54.6 Million
Industrials: $25.1 Million
Healthcare: $24.7 Million
Financial Services: $24.2 Million
Consumer Cyclical: $21.3 Million
Consumer Defensive: $19.1 Million
Communication Services: $17.1 Million
Other: $12.7 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$18.1 Million 4.88% of portfolio
88,422
Q2 2025 Reduced 1.53%
$3.72T
$17.5 Million 4.71% of portfolio
35,219
Q2 2025 Reduced 0.99%
$2.43T
$9.37 Million 2.52% of portfolio
42,698
Q2 2025 Added 2.08%
$1.72T
$7.25 Million 1.95% of portfolio
9,828
Q2 2025 Added 3.87%
$221B
$6.95 Million 1.87% of portfolio
17,892
Q2 2025 Reduced 0.56%
$1.43T
$5.77 Million 1.55% of portfolio
32,744
Q2 2025 Added 1.05%
$425B
$5.48 Million 1.47% of portfolio
14,958
Q2 2025 Reduced 1.02%
$278B
$5.24 Million 1.41% of portfolio
53,621
Q2 2025 Reduced 3.31%
$874B
$5 Million 1.34% of portfolio
17,239
Q2 2025 Reduced 6.54%
$461B
$4.81 Million 1.29% of portfolio
44,618
Q2 2025 Reduced 23.92%
$562B
$4.65 Million 1.25% of portfolio
13,102
Q2 2025 Added 1.31%
$463B
$3.92 Million 1.05% of portfolio
25,688
Q2 2025 Reduced 12.53%
$433B
$3.53 Million 0.95% of portfolio
3,564
Q2 2025 Reduced 3.34%
$378B
$3.51 Million 0.94% of portfolio
22,002
Q2 2025 Reduced 1.31%
$232B
$3.37 Million 0.91% of portfolio
11,437
Q2 2025 Reduced 6.15%
$713B
$3.2 Million 0.86% of portfolio
4,110
Q2 2025 Added 0.86%
$231B
$2.37 Million 0.64% of portfolio
17,429
Q2 2025 Reduced 0.09%
$214B
$2.07 Million 0.56% of portfolio
26,184
Q2 2025 Reduced 7.89%
$426B
$1.81 Million 0.49% of portfolio
11,485
Q2 2025 Reduced 17.93%
$302B
$1.81 Million 0.49% of portfolio
7,028
Q4 2023 Reduced 9.67%
$230B
$1.68 Million 0.45% of portfolio
5,740
Q2 2025 Reduced 6.73%
$302B
$1.62 Million 0.44% of portfolio
6,816
Q1 2025 Added 8.0%
$641B
$1.62 Million 0.43% of portfolio
3,325
Q2 2025 Reduced 32.27%
$223B
$1.57 Million 0.42% of portfolio
10,757
Q2 2025 Reduced 0.2%
$651B
$1.5 Million 0.4% of portfolio
6,881
Q2 2025 Added 2.61%
$303B
$1.33 Million 0.36% of portfolio
9,254
Q2 2025 Reduced 4.42%
$276B
$1.08 Million 0.29% of portfolio
15,559
Q2 2025 Reduced 4.54%
$557B
$1.08 Million 0.29% of portfolio
1,927
Q1 2025 Added 61.12%
$1.46T
$897,000 0.24% of portfolio
5,057
Q2 2025 Reduced 8.34%
$214B
$907,000 0.24% of portfolio
7,314
Q2 2025 Reduced 3.05%
$293B
$862,000 0.23% of portfolio
12,190
Q2 2025 Reduced 1.76%
$242B
$661,000 0.18% of portfolio
2,073
Q4 2024 Reduced 43.25%
$252B
$667,000 0.18% of portfolio
9,548
Q1 2025 Reduced 0.31%
$256B
$640,000 0.17% of portfolio
9,100
Q2 2025 Added 5.69%
$252B
$617,000 0.17% of portfolio
2,266
Q2 2025 Added 30.23%
$562B
$645,000 0.17% of portfolio
482
Q4 2023 New
$261B
$455,000 0.12% of portfolio
644
Q3 2022 New
$325B
$339,000 0.09% of portfolio
1,087
Q2 2025 Reduced 75.33%
$307B
$216,000 0.06% of portfolio
2,700
Q2 2025 New
$258B
$240,000 0.06% of portfolio
1,708
Q2 2025 New
$389B
$228,000 0.06% of portfolio
2,015
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $372 Million
  • Prior Value $361 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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