Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $359 Million
  • Q3 2024

Aries Wealth Management has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $359 Million distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.5M, Microsoft Corp with a value of $15.1M, Vanguard Growth ETF with a value of $13.8M, Vanguard Small Cap ETF with a value of $11.2M, and Vanguard Mid Cap ETF with a value of $10.8M.

Examining the 13F form we can see an increase of $43.6M in the current position value, from $316M to 359M.

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

Portfolio value $359 Million
ETFs: $160 Million
Technology: $52 Million
Healthcare: $30.5 Million
Industrials: $26.2 Million
Financial Services: $24 Million
Consumer Cyclical: $20 Million
Consumer Defensive: $19.7 Million
Communication Services: $13.6 Million
Other: $13.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.5B
$799,000 0.22% of portfolio
5,848
Q1 2024 Reduced 1.52%
$52.9B
$808,000 0.22% of portfolio
16,016
Q3 2024 Reduced 0.53%
$71.8B
$745,000 0.21% of portfolio
2,723
Q3 2024 Reduced 3.54%
$204B
$759,000 0.21% of portfolio
7,894
Q3 2024 Reduced 4.02%
$203B
$746,000 0.21% of portfolio
9,578
Q3 2024 Reduced 8.52%
$154B
$729,000 0.2% of portfolio
3,528
Q3 2024 Reduced 5.79%
$0
$673,000 0.19% of portfolio
1,795
Q2 2024 Reduced 1.1%
$81.4B
$689,000 0.19% of portfolio
9,366
Q3 2024 Added 49.54%
$0
$674,000 0.19% of portfolio
1,169
Q2 2024 Added 14.72%
$36.7B
$696,000 0.19% of portfolio
2,706
Q3 2024 Reduced 3.22%
$135B
$670,000 0.19% of portfolio
2,025
Q3 2024 Added 123.02%
$166B
$632,000 0.18% of portfolio
2,276
Q3 2024 Reduced 1.77%
$208B
$654,000 0.18% of portfolio
1,265
Q3 2024 Added 8.58%
$10.9B
$653,000 0.18% of portfolio
2,400
Q2 2022 New
$89.2B
$651,000 0.18% of portfolio
842
Q3 2024 New
$56.8B
$649,000 0.18% of portfolio
1,382
Q3 2024 New
$0
$614,000 0.17% of portfolio
8,177
Q3 2024 Reduced 1.77%
$56.4B
$622,000 0.17% of portfolio
2,658
Q3 2024 Reduced 7.13%
$0
$606,000 0.17% of portfolio
5,976
Q1 2024 New
$30.3B
$592,000 0.16% of portfolio
3,799
Q3 2024 New
$504B
$590,000 0.16% of portfolio
1,196
Q4 2023 Reduced 12.06%
$12.3B
$567,000 0.16% of portfolio
3,660
Q3 2024 New
$0
$564,000 0.16% of portfolio
1,157
Q1 2024 Reduced 1.03%
$0
$547,000 0.15% of portfolio
6,234
Q3 2024 Added 3.14%
$0
$540,000 0.15% of portfolio
4,980
Q4 2022 Reduced 15.31%
$22.9B
$525,000 0.15% of portfolio
1,228
Q3 2024 New
$192B
$518,000 0.14% of portfolio
4,356
Q3 2024 New
$52.3B
$501,000 0.14% of portfolio
2,645
Q3 2024 Reduced 7.03%
$27.3B
$506,000 0.14% of portfolio
9,700
Q4 2023 Reduced 3.0%
$0
$503,000 0.14% of portfolio
4,555
Q3 2024 Reduced 37.12%
$173B
$500,000 0.14% of portfolio
7,297
Q3 2024 Added 0.69%
$0
$508,000 0.14% of portfolio
8,500
Q3 2024 Reduced 5.56%
$0
$487,000 0.14% of portfolio
6,792
Q3 2024 Reduced 12.41%
$11.7B
$490,000 0.14% of portfolio
50,474
Q3 2024 Reduced 5.52%
$36B
$467,000 0.13% of portfolio
5,279
Q1 2023 Added 10.46%
$0
$452,000 0.13% of portfolio
5,955
Q3 2024 Reduced 16.89%
$55.2B
$480,000 0.13% of portfolio
2,000
Q3 2024 Reduced 0.6%
$0
$451,000 0.13% of portfolio
22,865
Q1 2024 Reduced 4.19%
$121B
$453,000 0.13% of portfolio
4,308
Q3 2024 Added 68.15%
$128B
$469,000 0.13% of portfolio
804
Q3 2024 Added 73.65%
$0
$423,000 0.12% of portfolio
4,410
Q1 2024 Added 500.0%
$216B
$449,000 0.12% of portfolio
6,811
Q3 2024 Added 2.64%
$0
$440,000 0.12% of portfolio
7,071
Q3 2024 Added 97.24%
$55.5B
$438,000 0.12% of portfolio
4,000
Q4 2023 Reduced 1.48%
$145B
$424,000 0.12% of portfolio
6,529
Q3 2024 Reduced 2.97%
$34.8B
$406,000 0.11% of portfolio
3,456
Q3 2024 Reduced 0.26%
$0
$399,000 0.11% of portfolio
4,975
Q3 2024 New
$0
$387,000 0.11% of portfolio
8,554
Q3 2024 Reduced 14.92%
$44.3B
$388,000 0.11% of portfolio
2,732
Q3 2024 Reduced 12.77%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $359 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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