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
$211B
$744,000 0.21% of portfolio
7,544
Q1 2025 Reduced 3.74%
$0
$768,000 0.21% of portfolio
8,311
Q1 2025 Added 14.52%
$98.9B
$746,000 0.21% of portfolio
4,460
Q1 2025 Reduced 0.89%
$135B
$763,000 0.21% of portfolio
30,129
Q1 2025 Reduced 9.3%
$0
$737,000 0.2% of portfolio
6,674
Q1 2025 Added 0.23%
$172B
$715,000 0.2% of portfolio
9,818
Q1 2025 New
$194B
$673,000 0.19% of portfolio
1,755
Q1 2025 Added 42.11%
$226B
$701,000 0.19% of portfolio
9,548
Q1 2025 Reduced 0.31%
$153B
$684,000 0.19% of portfolio
3,234
Q1 2025 Reduced 8.33%
$0
$692,000 0.19% of portfolio
11,878
Q1 2025 Reduced 3.08%
$242B
$630,000 0.17% of portfolio
8,610
Q1 2025 Reduced 0.19%
$0
$612,000 0.17% of portfolio
1,699
Q1 2025 Reduced 4.01%
$10.5B
$578,000 0.16% of portfolio
3,660
Q3 2024 New
$33.2B
$567,000 0.16% of portfolio
9,700
Q4 2023 Reduced 3.0%
$0
$582,000 0.16% of portfolio
7,940
Q4 2024 Reduced 2.9%
$118B
$572,000 0.16% of portfolio
842
Q3 2024 New
$28.6B
$579,000 0.16% of portfolio
2,543
Q1 2025 Added 21.85%
$0
$572,000 0.16% of portfolio
5,976
Q1 2024 New
$0
$529,000 0.15% of portfolio
943
Q1 2025 Reduced 19.33%
$29.6B
$556,000 0.15% of portfolio
3,799
Q3 2024 New
$145B
$559,000 0.15% of portfolio
2,728
Q1 2025 Added 22.83%
$173B
$537,000 0.15% of portfolio
7,837
Q4 2024 Added 7.4%
$130B
$550,000 0.15% of portfolio
2,025
Q3 2024 Added 123.02%
$0
$525,000 0.15% of portfolio
4,980
Q4 2022 Reduced 15.31%
$225B
$557,000 0.15% of portfolio
2,073
Q4 2024 Reduced 43.25%
$0
$507,000 0.14% of portfolio
10,310
Q1 2025 Added 20.53%
$0
$508,000 0.14% of portfolio
8,500
Q3 2024 Reduced 5.56%
$55.3B
$523,000 0.14% of portfolio
1,082
Q4 2024 Reduced 21.71%
$27.6B
$517,000 0.14% of portfolio
2,819
Q1 2025 Added 5.74%
$272B
$466,000 0.13% of portfolio
1,740
Q1 2025 Added 56.33%
$0
$463,000 0.13% of portfolio
3,560
Q1 2025 Added 10.87%
$84.7B
$474,000 0.13% of portfolio
331
Q3 2024 Reduced 6.5%
$3B
$465,000 0.13% of portfolio
5,130
Q3 2024 Reduced 8.88%
$16.1B
$476,000 0.13% of portfolio
5,846
Q3 2024 New
$0
$479,000 0.13% of portfolio
22,865
Q1 2024 Reduced 4.19%
$4.74B
$466,000 0.13% of portfolio
4,000
Q4 2022 New
$0
$481,000 0.13% of portfolio
4,603
Q1 2025 Added 88.18%
$36.3B
$427,000 0.12% of portfolio
4,779
Q1 2025 Reduced 9.47%
$545B
$449,000 0.12% of portfolio
482
Q4 2023 New
$78.8B
$429,000 0.12% of portfolio
1,775
Q1 2025 Added 74.88%
$40.4B
$427,000 0.12% of portfolio
3,456
Q3 2024 Reduced 0.26%
$44.8B
$435,000 0.12% of portfolio
3,062
Q1 2025 Added 12.08%
$12.4B
$441,000 0.12% of portfolio
24,708
Q1 2025 Reduced 20.39%
$0
$411,000 0.11% of portfolio
7,673
Q3 2024 New
$21.1B
$406,000 0.11% of portfolio
1,228
Q3 2024 New
$24B
$388,000 0.11% of portfolio
3,527
Q1 2025 Added 32.99%
$0
$413,000 0.11% of portfolio
7,461
Q4 2024 Added 54.34%
$0
$383,000 0.11% of portfolio
5,617
Q1 2025 Reduced 12.94%
$0
$412,000 0.11% of portfolio
7,071
Q3 2024 Added 97.24%

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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