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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$159B
$1.84 Million 0.49% of portfolio
6,148
Q2 2025 Added 1.52%
$0
$1.77 Million 0.48% of portfolio
31,000
Q2 2025 Reduced 27.79%
$163B
$1.77 Million 0.48% of portfolio
14,351
Q2 2025 Added 1.7%
$54.4B
$1.7 Million 0.46% of portfolio
3,172
Q2 2025 Added 2.45%
$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%
$0
$1.62 Million 0.44% of portfolio
31,950
Q2 2025 Reduced 2.44%
$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%
$80.5B
$1.51 Million 0.41% of portfolio
6,099
Q2 2025 Reduced 3.34%
$0
$1.53 Million 0.41% of portfolio
30,345
Q2 2025 Added 1.62%
$651B
$1.5 Million 0.4% of portfolio
6,881
Q2 2025 Added 2.61%
$0
$1.48 Million 0.4% of portfolio
55,481
Q2 2025 Added 8.2%
$0
$1.41 Million 0.38% of portfolio
17,964
Q2 2025 Added 0.05%
$0
$1.38 Million 0.37% of portfolio
20,584
Q2 2025 Reduced 6.18%
$303B
$1.33 Million 0.36% of portfolio
9,254
Q2 2025 Reduced 4.42%
$0
$1.35 Million 0.36% of portfolio
23,596
Q1 2025 Added 0.51%
$0
$1.31 Million 0.35% of portfolio
15,639
Q1 2025 Added 4.43%
$119B
$1.25 Million 0.34% of portfolio
9,404
Q4 2024 Reduced 0.42%
$70.3B
$1.26 Million 0.34% of portfolio
13,872
Q2 2025 Reduced 0.19%
$92.1B
$1.27 Million 0.34% of portfolio
3,827
Q2 2025 Reduced 2.17%
$177B
$1.23 Million 0.33% of portfolio
6,338
Q2 2025 Reduced 0.09%
$60.5B
$1.23 Million 0.33% of portfolio
14,545
Q2 2025 Reduced 2.35%
$136B
$1.23 Million 0.33% of portfolio
4,460
Q1 2025 Reduced 0.89%
$0
$1.25 Million 0.33% of portfolio
6,836
Q2 2025 Reduced 25.64%
$133B
$1.1 Million 0.3% of portfolio
4,798
Q2 2025 Added 0.84%
$0
$1.09 Million 0.29% of portfolio
6,008
Q2 2025 Reduced 16.1%
$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%
$138B
$1.06 Million 0.29% of portfolio
15,330
Q2 2025 Reduced 8.54%
$187B
$1.05 Million 0.28% of portfolio
11,228
Q2 2025 Added 14.36%
$167B
$994,000 0.27% of portfolio
4,484
Q1 2025 Added 2.51%
$0
$961,000 0.26% of portfolio
3,795
Q2 2025 Reduced 4.09%
$0
$968,000 0.26% of portfolio
12,500
Q2 2025 Added 4.17%
$3.24B
$949,000 0.26% of portfolio
15,100
Q1 2025 Reduced 7.65%
$84.6B
$875,000 0.24% of portfolio
5,748
Q4 2024 Reduced 1.71%
$78.1B
$909,000 0.24% of portfolio
6,819
Q2 2025 Reduced 6.63%
$101B
$885,000 0.24% of portfolio
1,208
Q2 2024 Added 0.67%
$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%
$0
$841,000 0.23% of portfolio
4,369
Q3 2024 New
$100B
$838,000 0.23% of portfolio
3,837
Q1 2025 Reduced 31.47%
$293B
$862,000 0.23% of portfolio
12,190
Q2 2025 Reduced 1.76%
$85.8B
$827,000 0.22% of portfolio
12,263
Q2 2025 Added 0.75%
$144B
$753,000 0.2% of portfolio
3,234
Q1 2025 Reduced 8.33%
$129B
$754,000 0.2% of portfolio
842
Q3 2024 New
$139B
$737,000 0.2% of portfolio
30,437
Q2 2025 Added 1.02%

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
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