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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.74B
$1.14 Million 0.32% of portfolio
17,200
Q2 2022 New
$3.88B
$1.11 Million 0.31% of portfolio
5,130
Q3 2024 Reduced 8.88%
$3.01B
$966,000 0.27% of portfolio
16,350
Q3 2024 Added 1.41%
$3.89B
$359,000 0.1% of portfolio
4,000
Q4 2022 New
$5.26B
$247,000 0.07% of portfolio
4,000
Q4 2023 Reduced 38.46%

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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