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
$56B
$414,000 0.11% of portfolio
2,182
Q1 2025 Added 9.1%
$75.9B
$392,000 0.11% of portfolio
1,549
Q1 2025 Added 18.7%
$53.2B
$403,000 0.11% of portfolio
6,850
Q1 2025 Added 19.55%
$112B
$405,000 0.11% of portfolio
3,862
Q1 2025 Reduced 2.92%
$0
$382,000 0.11% of portfolio
3,238
Q3 2024 Added 2.89%
$57.8B
$365,000 0.1% of portfolio
1,500
Q1 2025 Reduced 43.35%
$209B
$351,000 0.1% of portfolio
644
Q3 2022 New
$0
$366,000 0.1% of portfolio
4,975
Q3 2024 New
$64.8B
$373,000 0.1% of portfolio
3,362
Q3 2024 New
$55.9B
$367,000 0.1% of portfolio
2,973
Q3 2024 Reduced 3.57%
$126B
$335,000 0.09% of portfolio
750
Q1 2025 Reduced 6.72%
$0
$308,000 0.09% of portfolio
1,600
Q2 2023 Reduced 23.81%
$56.6B
$314,000 0.09% of portfolio
2,039
Q2 2022 New
$49B
$313,000 0.09% of portfolio
500
Q4 2023 Reduced 23.31%
$123B
$341,000 0.09% of portfolio
175
Q3 2024 Reduced 12.5%
$23B
$334,000 0.09% of portfolio
2,800
Q1 2025 Added 43.0%
$145B
$301,000 0.08% of portfolio
810
Q1 2025 Added 30.65%
$0
$297,000 0.08% of portfolio
5,063
Q4 2024 Added 17.94%
$86.1B
$282,000 0.08% of portfolio
464
Q1 2025 New
$0
$287,000 0.08% of portfolio
7,540
Q2 2024 Reduced 6.22%
$0
$279,000 0.08% of portfolio
9,085
Q1 2024 New
$0
$298,000 0.08% of portfolio
5,828
Q3 2024 Added 8.85%
$0
$306,000 0.08% of portfolio
6,020
Q1 2025 Reduced 4.44%
$116B
$298,000 0.08% of portfolio
3,317
Q1 2025 New
$42.9B
$294,000 0.08% of portfolio
2,829
Q1 2024 New
$0
$291,000 0.08% of portfolio
1,477
Q1 2025 Added 10.31%
$102B
$286,000 0.08% of portfolio
1,421
Q1 2025 Added 7.57%
$115B
$293,000 0.08% of portfolio
605
Q1 2025 New
$92.8B
$288,000 0.08% of portfolio
827
Q4 2024 Reduced 11.27%
$54.3B
$279,000 0.08% of portfolio
1,350
Q1 2025 Reduced 44.67%
$0
$303,000 0.08% of portfolio
3,893
Q1 2025 Added 1.67%
$0
$301,000 0.08% of portfolio
3,575
Q1 2025 Added 7.2%
$155B
$283,000 0.08% of portfolio
909
Q3 2024 New
$0
$283,000 0.08% of portfolio
3,723
Q1 2025 Reduced 25.17%
$41.7B
$243,000 0.07% of portfolio
3,189
Q3 2024 Reduced 2.42%
$106B
$238,000 0.07% of portfolio
3,970
Q3 2024 New
$72.7B
$266,000 0.07% of portfolio
4,462
Q3 2024 New
$0
$242,000 0.07% of portfolio
4,980
Q1 2024 New
$59.9B
$238,000 0.07% of portfolio
3,760
Q4 2023 Reduced 5.65%
$974B
$259,000 0.07% of portfolio
1,000
Q1 2025 Added 7.87%
$175B
$257,000 0.07% of portfolio
1,679
Q4 2023 New
$31.7B
$257,000 0.07% of portfolio
4,700
Q1 2025 Added 17.5%
$186B
$262,000 0.07% of portfolio
531
Q1 2025 New
$14.1B
$254,000 0.07% of portfolio
7,660
Q4 2024 Reduced 20.7%
$84.1B
$252,000 0.07% of portfolio
11,131
Q1 2025 Reduced 22.6%
$215B
$238,000 0.07% of portfolio
388
Q1 2025 New
$52.1B
$218,000 0.06% of portfolio
2,000
Q1 2025 New
$45.3B
$202,000 0.06% of portfolio
9,240
Q1 2025 New
$0
$227,000 0.06% of portfolio
2,500
Q1 2025 Reduced 43.31%

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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