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
$0
$699,000 0.19% of portfolio
6,339
Q2 2025 Reduced 5.02%
$0
$692,000 0.19% of portfolio
11,367
Q2 2025 Added 52.35%
$64.3B
$711,000 0.19% of portfolio
2,658
Q2 2025 Reduced 26.53%
$139B
$722,000 0.19% of portfolio
2,025
Q3 2024 Added 123.02%
$242B
$661,000 0.18% of portfolio
2,073
Q4 2024 Reduced 43.25%
$30.1B
$657,000 0.18% of portfolio
3,799
Q3 2024 New
$252B
$667,000 0.18% of portfolio
9,548
Q1 2025 Reduced 0.31%
$0
$659,000 0.18% of portfolio
4,894
Q2 2025 Reduced 10.77%
$256B
$640,000 0.17% of portfolio
9,100
Q2 2025 Added 5.69%
$165B
$616,000 0.17% of portfolio
1,594
Q2 2025 Reduced 9.17%
$0
$647,000 0.17% of portfolio
5,976
Q1 2024 New
$100B
$633,000 0.17% of portfolio
13,694
Q2 2025 Reduced 4.76%
$252B
$617,000 0.17% of portfolio
2,266
Q2 2025 Added 30.23%
$562B
$645,000 0.17% of portfolio
482
Q4 2023 New
$0
$584,000 0.16% of portfolio
7,940
Q4 2024 Reduced 2.9%
$0
$585,000 0.16% of portfolio
943
Q1 2025 Reduced 19.33%
$52.6B
$577,000 0.16% of portfolio
1,082
Q4 2024 Reduced 21.71%
$10.5B
$582,000 0.16% of portfolio
2,400
Q2 2022 New
$13.6B
$597,000 0.16% of portfolio
3,660
Q3 2024 New
$5.2B
$555,000 0.15% of portfolio
5,000
Q2 2025 Reduced 2.53%
$0
$571,000 0.15% of portfolio
6,744
Q2 2025 Reduced 18.85%
$24.7B
$562,000 0.15% of portfolio
2,543
Q1 2025 Added 21.85%
$0
$520,000 0.14% of portfolio
4,980
Q4 2022 Reduced 15.31%
$41B
$508,000 0.14% of portfolio
4,779
Q1 2025 Reduced 9.47%
$141B
$538,000 0.14% of portfolio
2,728
Q1 2025 Added 22.83%
$173B
$536,000 0.14% of portfolio
7,822
Q2 2025 Reduced 0.19%
$0
$508,000 0.14% of portfolio
8,500
Q3 2024 Reduced 5.56%
$0
$511,000 0.14% of portfolio
1,205
Q2 2025 Reduced 29.08%
$0
$474,000 0.13% of portfolio
22,865
Q1 2024 Reduced 4.19%
$14.7B
$472,000 0.13% of portfolio
5,846
Q3 2024 New
$23.4B
$501,000 0.13% of portfolio
1,228
Q3 2024 New
$0
$478,000 0.13% of portfolio
9,137
Q2 2025 Reduced 11.38%
$59.2B
$476,000 0.13% of portfolio
2,182
Q1 2025 Added 9.1%
$0
$485,000 0.13% of portfolio
5,776
Q2 2025 Reduced 69.18%
$261B
$455,000 0.12% of portfolio
644
Q3 2022 New
$0
$450,000 0.12% of portfolio
7,167
Q2 2025 Reduced 39.66%
$41.6B
$438,000 0.12% of portfolio
3,456
Q3 2024 Reduced 0.26%
$118B
$457,000 0.12% of portfolio
175
Q3 2024 Reduced 12.5%
$98.3B
$451,000 0.12% of portfolio
1,399
Q2 2025 Reduced 1.55%
$72.1B
$437,000 0.12% of portfolio
1,775
Q1 2025 Added 74.88%
$6.68B
$447,000 0.12% of portfolio
4,965
Q2 2025 Added 1,400.0%
$0
$438,000 0.12% of portfolio
7,071
Q3 2024 Added 97.24%
$0
$448,000 0.12% of portfolio
4,975
Q3 2024 New
$78.5B
$417,000 0.11% of portfolio
1,549
Q1 2025 Added 18.7%
$0
$411,000 0.11% of portfolio
7,673
Q3 2024 New
$5.54B
$417,000 0.11% of portfolio
4,000
Q4 2022 New
$0
$424,000 0.11% of portfolio
7,105
Q2 2025 Reduced 49.04%
$58.1B
$421,000 0.11% of portfolio
6,765
Q2 2025 Reduced 1.24%
$25.2B
$362,000 0.1% of portfolio
2,800
Q1 2025 Added 43.0%

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
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