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