Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $357 Million
  • Q4 2024

Aries Wealth Management has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.9M, Vanguard Growth ETF with a value of $15.2M, Microsoft Corp with a value of $14.6M, Vanguard Small Cap ETF with a value of $11.5M, and Spdr S&P 500 ETF Trust with a value of $11.4M.

Examining the 13F form we can see an decrease of $2.62M in the current position value, from $359M to 357M.

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

Portfolio value $357 Million
ETFs: $163 Million
Technology: $52.4 Million
Healthcare: $26.2 Million
Industrials: $25.6 Million
Financial Services: $23.4 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $19.2 Million
Communication Services: $14.7 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.84 Million 0.51% of portfolio
23,546
Q4 2024 Reduced 4.25%
$0
$1.74 Million 0.49% of portfolio
39,523
Q4 2024 Reduced 1.63%
$230B
$1.66 Million 0.46% of portfolio
5,710
Q4 2024 Added 0.55%
$0
$1.66 Million 0.46% of portfolio
9,104
Q4 2024 Reduced 18.39%
$0
$1.6 Million 0.45% of portfolio
47,137
Q4 2024 Reduced 0.85%
$0
$1.54 Million 0.43% of portfolio
30,510
Q4 2024 Added 9.63%
$0
$1.53 Million 0.43% of portfolio
32,090
Q4 2024 Added 0.53%
$270B
$1.49 Million 0.42% of portfolio
11,110
Q4 2024 Reduced 10.8%
$0
$1.51 Million 0.42% of portfolio
2,944
Q4 2024 Added 154.45%
$0
$1.45 Million 0.41% of portfolio
29,902
Q4 2024 Reduced 7.52%
$141B
$1.43 Million 0.4% of portfolio
11,834
Q3 2024 Added 5.36%
$0
$1.43 Million 0.4% of portfolio
51,235
Q4 2024 Added 15.3%
$99.4B
$1.39 Million 0.39% of portfolio
9,404
Q4 2024 Reduced 0.42%
$327B
$1.38 Million 0.39% of portfolio
9,512
Q3 2024 Reduced 12.37%
$332B
$1.39 Million 0.39% of portfolio
6,311
Q4 2024 Reduced 4.8%
$0
$1.39 Million 0.39% of portfolio
18,006
Q4 2024 Added 0.33%
$195B
$1.25 Million 0.35% of portfolio
10,779
Q3 2024 Reduced 0.54%
$78.2B
$1.26 Million 0.35% of portfolio
13,899
Q4 2024 Reduced 0.04%
$0
$1.27 Million 0.35% of portfolio
22,059
Q4 2024 Reduced 0.9%
$177B
$1.21 Million 0.34% of portfolio
6,213
Q4 2024 Reduced 0.16%
$0
$1.21 Million 0.34% of portfolio
6,926
Q4 2024 Added 22.26%
$35B
$1.21 Million 0.34% of portfolio
2,928
Q4 2024 Reduced 0.31%
$6.41B
$1.19 Million 0.33% of portfolio
17,200
Q2 2022 New
$121B
$1.19 Million 0.33% of portfolio
5,599
Q4 2024 Reduced 0.14%
$219B
$1.17 Million 0.33% of portfolio
7,028
Q4 2023 Reduced 9.67%
$45.8B
$1.14 Million 0.32% of portfolio
15,316
Q4 2024 Reduced 4.37%
$0
$1.12 Million 0.32% of portfolio
23,476
Q3 2024 Reduced 3.14%
$139B
$1.12 Million 0.31% of portfolio
15,663
Q4 2024 Reduced 1.1%
$145B
$1.06 Million 0.3% of portfolio
4,641
Q4 2024 Added 4.5%
$145B
$1.08 Million 0.3% of portfolio
4,374
Q4 2024 Reduced 2.02%
$100B
$1.08 Million 0.3% of portfolio
3,914
Q3 2024 Added 2.41%
$253B
$1.04 Million 0.29% of portfolio
17,574
Q3 2024 Reduced 24.28%
$0
$1.05 Million 0.29% of portfolio
14,975
Q3 2024 New
$2.88B
$1.05 Million 0.29% of portfolio
16,350
Q3 2024 Added 1.41%
$67.8B
$1.04 Million 0.29% of portfolio
4,500
Q3 2024 Added 2,359.02%
$951B
$966,000 0.27% of portfolio
5,077
Q2 2024 Added 20.39%
$49.3B
$931,000 0.26% of portfolio
11,916
Q4 2024 Added 2.58%
$142B
$881,000 0.25% of portfolio
33,219
Q3 2024 Reduced 6.99%
$130B
$904,000 0.25% of portfolio
15,997
Q4 2024 Reduced 8.23%
$64.8B
$905,000 0.25% of portfolio
7,303
Q4 2024 Reduced 2.39%
$0
$902,000 0.25% of portfolio
3,880
Q4 2024 Reduced 1.22%
$377B
$873,000 0.24% of portfolio
5,243
Q3 2024 Added 80.3%
$180B
$872,000 0.24% of portfolio
7,837
Q4 2024 Reduced 0.72%
$0
$859,000 0.24% of portfolio
14,826
Q4 2024 Added 0.13%
$62B
$870,000 0.24% of portfolio
3,614
Q4 2024 Added 35.97%
$0
$830,000 0.23% of portfolio
4,369
Q3 2024 New
$142B
$796,000 0.22% of portfolio
3,528
Q3 2024 Reduced 5.79%
$8.73B
$790,000 0.22% of portfolio
31,038
Q4 2024 Reduced 38.51%
$81.2B
$742,000 0.21% of portfolio
5,748
Q4 2024 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $357 Million
  • Prior Value $359 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
Track This Portfolio

Track Aries Wealth Management Portfolio

Follow Aries Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email