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
$761,000 0.21% of portfolio
12,000
Q4 2022 Added 20.0%
$0
$737,000 0.21% of portfolio
5,358
Q4 2024 Reduced 7.95%
$0
$733,000 0.21% of portfolio
6,659
Q4 2024 Added 46.19%
$62.9B
$744,000 0.21% of portfolio
2,648
Q4 2024 Reduced 2.75%
$2.38B
$745,000 0.21% of portfolio
5,130
Q3 2024 Reduced 8.88%
$304B
$760,000 0.21% of portfolio
12,208
Q3 2024 Reduced 13.09%
$0
$710,000 0.2% of portfolio
12,255
Q4 2024 Reduced 2.82%
$0
$710,000 0.2% of portfolio
1,770
Q4 2024 Reduced 1.39%
$24.9B
$672,000 0.19% of portfolio
3,799
Q3 2024 New
$109B
$672,000 0.19% of portfolio
2,025
Q3 2024 Added 123.02%
$0
$688,000 0.19% of portfolio
1,169
Q2 2024 Added 14.72%
$96B
$688,000 0.19% of portfolio
1,208
Q2 2024 Added 0.67%
$10.6B
$677,000 0.19% of portfolio
3,660
Q3 2024 New
$516B
$629,000 0.18% of portfolio
1,196
Q4 2023 Reduced 12.06%
$229B
$627,000 0.18% of portfolio
9,578
Q3 2024 Reduced 8.52%
$92.8B
$645,000 0.18% of portfolio
10,801
Q4 2024 Added 15.32%
$29.6B
$589,000 0.17% of portfolio
2,666
Q4 2024 Reduced 1.48%
$0
$615,000 0.17% of portfolio
5,976
Q1 2024 New
$0
$621,000 0.17% of portfolio
7,257
Q4 2024 Added 16.41%
$198B
$615,000 0.17% of portfolio
2,073
Q4 2024 Reduced 43.25%
$51.5B
$576,000 0.16% of portfolio
1,082
Q4 2024 Reduced 21.71%
$0
$570,000 0.16% of portfolio
7,940
Q4 2024 Reduced 2.9%
$173B
$537,000 0.15% of portfolio
7,837
Q4 2024 Added 7.4%
$259B
$540,000 0.15% of portfolio
8,626
Q4 2024 Added 26.65%
$32.7B
$518,000 0.15% of portfolio
5,279
Q1 2023 Added 10.46%
$0
$530,000 0.15% of portfolio
4,980
Q4 2022 Reduced 15.31%
$179B
$549,000 0.15% of portfolio
1,235
Q4 2024 Reduced 2.37%
$95.5B
$530,000 0.15% of portfolio
842
Q3 2024 New
$0
$508,000 0.14% of portfolio
8,500
Q3 2024 Reduced 5.56%
$150B
$509,000 0.14% of portfolio
2,221
Q4 2024 Reduced 2.42%
$17.8B
$514,000 0.14% of portfolio
1,228
Q3 2024 New
$30.5B
$509,000 0.14% of portfolio
9,700
Q4 2023 Reduced 3.0%
$0
$496,000 0.14% of portfolio
22,865
Q1 2024 Reduced 4.19%
$0
$450,000 0.13% of portfolio
4,410
Q1 2024 Added 500.0%
$0
$455,000 0.13% of portfolio
6,452
Q4 2024 Reduced 5.01%
$24.8B
$470,000 0.13% of portfolio
4,000
Q4 2023 Reduced 1.48%
$55.8B
$470,000 0.13% of portfolio
2,440
Q4 2024 Reduced 7.75%
$0
$423,000 0.12% of portfolio
3,211
Q4 2024 Added 52.98%
$0
$413,000 0.12% of portfolio
8,554
Q3 2024 Reduced 14.92%
$49.9B
$415,000 0.12% of portfolio
2,000
Q3 2024 Reduced 0.6%
$16B
$426,000 0.12% of portfolio
5,846
Q3 2024 New
$0
$440,000 0.12% of portfolio
7,071
Q3 2024 Added 97.24%
$416B
$429,000 0.12% of portfolio
482
Q4 2023 New
$0
$411,000 0.12% of portfolio
7,673
Q3 2024 New
$0
$390,000 0.11% of portfolio
4,975
Q3 2024 New
$0
$378,000 0.11% of portfolio
4,975
Q4 2024 Reduced 16.46%
$28.6B
$389,000 0.11% of portfolio
2,087
Q4 2023 Reduced 1.6%
$130B
$394,000 0.11% of portfolio
3,978
Q4 2024 Reduced 7.66%
$0
$389,000 0.11% of portfolio
7,461
Q4 2024 Added 54.34%

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