Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $361 Million
  • Q1 2025

Aries Wealth Management has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $361 Million distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.9M, Vanguard Growth ETF with a value of $13.9M, Microsoft Corp with a value of $13.4M, Spdr S&P 500 ETF Trust with a value of $11.2M, and Vanguard Mid Cap ETF with a value of $10.7M.

Examining the 13F form we can see an increase of $4.27M in the current position value, from $357M to 361M.

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

Portfolio value $361 Million
ETFs: $165 Million
Technology: $49.2 Million
Healthcare: $29.4 Million
Financial Services: $23.9 Million
Industrials: $23.6 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $19.9 Million
Communication Services: $14.5 Million
Other: $15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$224B
$1.92 Million 0.53% of portfolio
6,154
Q1 2025 Added 7.78%
$0
$1.86 Million 0.52% of portfolio
23,582
Q1 2025 Added 0.15%
$199B
$1.89 Million 0.52% of portfolio
6,056
Q1 2025 Added 13.96%
$296B
$1.82 Million 0.5% of portfolio
6,816
Q1 2025 Added 8.0%
$0
$1.77 Million 0.49% of portfolio
39,083
Q1 2025 Reduced 1.11%
$147B
$1.72 Million 0.48% of portfolio
14,111
Q1 2025 Added 19.24%
$0
$1.67 Million 0.46% of portfolio
9,193
Q1 2025 Added 0.98%
$0
$1.66 Million 0.46% of portfolio
32,750
Q1 2025 Added 7.34%
$276B
$1.62 Million 0.45% of portfolio
9,682
Q1 2025 Added 1.79%
$0
$1.55 Million 0.43% of portfolio
3,303
Q1 2025 Added 12.19%
$76B
$1.56 Million 0.43% of portfolio
6,310
Q1 2025 Reduced 32.57%
$355B
$1.52 Million 0.42% of portfolio
13,995
Q1 2025 Added 25.97%
$0
$1.51 Million 0.42% of portfolio
51,275
Q1 2025 Added 0.08%
$0
$1.49 Million 0.41% of portfolio
29,860
Q1 2025 Reduced 0.14%
$207B
$1.43 Million 0.4% of portfolio
10,779
Q3 2024 Reduced 0.54%
$0
$1.46 Million 0.4% of portfolio
18,740
Q1 2025 Added 3.25%
$275B
$1.41 Million 0.39% of portfolio
7,028
Q4 2023 Reduced 9.67%
$0
$1.34 Million 0.37% of portfolio
21,939
Q1 2025 Reduced 0.54%
$75.8B
$1.3 Million 0.36% of portfolio
13,899
Q4 2024 Reduced 0.04%
$95B
$1.29 Million 0.36% of portfolio
3,912
Q1 2025 Reduced 0.05%
$43.2B
$1.3 Million 0.36% of portfolio
3,096
Q1 2025 Added 5.74%
$53.9B
$1.27 Million 0.35% of portfolio
11,731
Q1 2025 Reduced 1.55%
$177B
$1.23 Million 0.34% of portfolio
6,344
Q1 2025 Added 2.11%
$0
$1.23 Million 0.34% of portfolio
23,596
Q1 2025 Added 0.51%
$0
$1.24 Million 0.34% of portfolio
7,161
Q1 2025 Added 3.39%
$141B
$1.19 Million 0.33% of portfolio
16,761
Q1 2025 Added 7.01%
$0
$1.18 Million 0.33% of portfolio
15,639
Q1 2025 Added 4.43%
$138B
$1.12 Million 0.31% of portfolio
4,758
Q1 2025 Added 2.52%
$106B
$1.09 Million 0.3% of portfolio
9,404
Q4 2024 Reduced 0.42%
$557B
$1.06 Million 0.29% of portfolio
1,927
Q1 2025 Added 61.12%
$139B
$1.05 Million 0.29% of portfolio
4,484
Q1 2025 Added 2.51%
$271B
$1.01 Million 0.28% of portfolio
16,299
Q1 2025 Reduced 7.26%
$58B
$970,000 0.27% of portfolio
14,895
Q1 2025 Reduced 2.75%
$62.8B
$956,000 0.26% of portfolio
3,618
Q1 2025 Added 0.11%
$110B
$936,000 0.26% of portfolio
3,837
Q1 2025 Reduced 31.47%
$478B
$937,000 0.26% of portfolio
6,706
Q1 2025 Added 27.9%
$2.95B
$946,000 0.26% of portfolio
15,100
Q1 2025 Reduced 7.65%
$310B
$888,000 0.25% of portfolio
12,408
Q1 2025 Added 1.64%
$0
$851,000 0.24% of portfolio
12,000
Q4 2022 Added 20.0%
$104B
$876,000 0.24% of portfolio
14,379
Q1 2025 Reduced 10.11%
$1.08T
$861,000 0.24% of portfolio
5,517
Q1 2025 Added 8.67%
$79.7B
$844,000 0.23% of portfolio
5,748
Q4 2024 Reduced 1.71%
$0
$826,000 0.23% of portfolio
13,942
Q1 2025 Reduced 5.96%
$0
$816,000 0.23% of portfolio
3,957
Q1 2025 Added 1.98%
$91.4B
$825,000 0.23% of portfolio
12,172
Q1 2025 Added 12.69%
$0
$792,000 0.22% of portfolio
5,485
Q1 2025 Added 2.37%
$74.3B
$800,000 0.22% of portfolio
7,303
Q4 2024 Reduced 2.39%
$102B
$812,000 0.22% of portfolio
1,208
Q2 2024 Added 0.67%
$0
$755,000 0.21% of portfolio
4,369
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $361 Million
  • Prior Value $357 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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