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
$379,000 0.1% of portfolio
1,600
Q2 2023 Reduced 23.81%
$0
$385,000 0.1% of portfolio
3,238
Q3 2024 Added 2.89%
$67.2B
$354,000 0.1% of portfolio
3,362
Q3 2024 New
$65.5B
$376,000 0.1% of portfolio
500
Q4 2023 Reduced 23.31%
$63.6B
$354,000 0.1% of portfolio
2,973
Q3 2024 Reduced 3.57%
$325B
$339,000 0.09% of portfolio
1,087
Q2 2025 Reduced 75.33%
$149B
$320,000 0.09% of portfolio
810
Q1 2025 Added 30.65%
$23.3B
$338,000 0.09% of portfolio
4,700
Q1 2025 Added 17.5%
$13.2B
$332,000 0.09% of portfolio
7,510
Q2 2025 Reduced 1.96%
$23.1B
$338,000 0.09% of portfolio
3,527
Q1 2025 Added 32.99%
$23.5B
$333,000 0.09% of portfolio
2,049
Q2 2025 Reduced 27.31%
$117B
$333,000 0.09% of portfolio
3,720
Q2 2025 Reduced 3.68%
$97B
$324,000 0.09% of portfolio
464
Q1 2025 New
$0
$318,000 0.09% of portfolio
1,465
Q2 2025 Reduced 0.81%
$0
$345,000 0.09% of portfolio
7,540
Q2 2024 Reduced 6.22%
$36.2B
$318,000 0.09% of portfolio
2,455
Q4 2023 Reduced 0.16%
$44.2B
$352,000 0.09% of portfolio
2,732
Q2 2025 Reduced 10.78%
$120B
$346,000 0.09% of portfolio
748
Q2 2025 Reduced 0.27%
$0
$297,000 0.08% of portfolio
5,063
Q4 2024 Added 17.94%
$0
$279,000 0.08% of portfolio
3,424
Q2 2025 Reduced 12.05%
$48.4B
$296,000 0.08% of portfolio
2,039
Q2 2022 New
$189B
$305,000 0.08% of portfolio
388
Q1 2025 New
$40.9B
$290,000 0.08% of portfolio
2,829
Q1 2024 New
$0
$305,000 0.08% of portfolio
9,085
Q1 2024 New
$0
$280,000 0.08% of portfolio
2,500
Q1 2025 Reduced 43.31%
$70.2B
$280,000 0.08% of portfolio
4,462
Q3 2024 New
$0
$313,000 0.08% of portfolio
5,828
Q3 2024 Added 8.85%
$93.6B
$283,000 0.08% of portfolio
827
Q4 2024 Reduced 11.27%
$100B
$249,000 0.07% of portfolio
11,131
Q1 2025 Reduced 22.6%
$36.6B
$248,000 0.07% of portfolio
3,189
Q3 2024 Reduced 2.42%
$0
$268,000 0.07% of portfolio
4,980
Q1 2024 New
$91B
$254,000 0.07% of portfolio
500
Q2 2025 New
$165B
$276,000 0.07% of portfolio
508
Q2 2025 Reduced 4.33%
$0
$267,000 0.07% of portfolio
2,446
Q2 2025 Reduced 46.86%
$53.1B
$275,000 0.07% of portfolio
3,760
Q4 2023 Reduced 5.65%
$178B
$267,000 0.07% of portfolio
1,679
Q4 2023 New
$102B
$269,000 0.07% of portfolio
605
Q1 2025 New
$51.5B
$276,000 0.07% of portfolio
9,240
Q1 2025 New
$54.1B
$271,000 0.07% of portfolio
1,350
Q1 2025 Reduced 44.67%
$150B
$250,000 0.07% of portfolio
898
Q2 2025 Reduced 1.21%
$70.1B
$214,000 0.06% of portfolio
1,375
Q1 2025 New
$307B
$216,000 0.06% of portfolio
2,700
Q2 2025 New
$55.7B
$207,000 0.06% of portfolio
2,000
Q1 2025 New
$119B
$209,000 0.06% of portfolio
3,570
Q2 2025 Reduced 10.08%
$31.4B
$230,000 0.06% of portfolio
1,881
Q2 2025 New
$258B
$240,000 0.06% of portfolio
1,708
Q2 2025 New
$0
$239,000 0.06% of portfolio
2,209
Q2 2025 Reduced 3.83%
$389B
$228,000 0.06% of portfolio
2,015
Q2 2025 New
$17B
$222,000 0.06% of portfolio
2,771
Q3 2023 New

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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