Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $357 Million
  • Q4 2024

Aries Wealth Management has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.9M, Vanguard Growth ETF with a value of $15.2M, Microsoft Corp with a value of $14.6M, Vanguard Small Cap ETF with a value of $11.5M, and Spdr S&P 500 ETF Trust with a value of $11.4M.

Examining the 13F form we can see an decrease of $2.62M in the current position value, from $359M to 357M.

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

Portfolio value $357 Million
ETFs: $163 Million
Technology: $52.4 Million
Healthcare: $26.2 Million
Industrials: $25.6 Million
Financial Services: $23.4 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $19.2 Million
Communication Services: $14.7 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90B
$392,000 0.11% of portfolio
331
Q3 2024 Reduced 6.5%
$39.4B
$378,000 0.11% of portfolio
3,456
Q3 2024 Reduced 0.26%
$117B
$390,000 0.11% of portfolio
804
Q3 2024 Added 73.65%
$186B
$368,000 0.1% of portfolio
644
Q3 2022 New
$48B
$358,000 0.1% of portfolio
2,732
Q3 2024 Reduced 12.77%
$157B
$374,000 0.1% of portfolio
4,356
Q3 2024 New
$0
$374,000 0.1% of portfolio
3,238
Q3 2024 Added 2.89%
$818B
$374,000 0.1% of portfolio
927
Q4 2024 Added 12.09%
$268B
$372,000 0.1% of portfolio
1,113
Q3 2024 Added 24.92%
$70.3B
$347,000 0.1% of portfolio
3,362
Q3 2024 New
$43.4B
$352,000 0.1% of portfolio
500
Q4 2023 Reduced 23.31%
$0
$322,000 0.09% of portfolio
1,600
Q2 2023 Reduced 23.81%
$72.3B
$305,000 0.09% of portfolio
1,305
Q4 2024 Reduced 11.53%
$0
$311,000 0.09% of portfolio
7,540
Q2 2024 Reduced 6.22%
$0
$305,000 0.09% of portfolio
5,828
Q3 2024 Added 8.85%
$5.08B
$338,000 0.09% of portfolio
4,000
Q4 2022 New
$0
$319,000 0.09% of portfolio
6,300
Q4 2024 Added 11.5%
$151B
$295,000 0.08% of portfolio
5,219
Q4 2024 Reduced 20.06%
$30.9B
$286,000 0.08% of portfolio
2,455
Q4 2023 Reduced 0.16%
$0
$281,000 0.08% of portfolio
2,446
Q3 2024 Reduced 16.43%
$0
$294,000 0.08% of portfolio
5,063
Q4 2024 Added 17.94%
$93.2B
$288,000 0.08% of portfolio
14,381
Q4 2024 Reduced 3.36%
$10.7B
$279,000 0.08% of portfolio
7,660
Q4 2024 Reduced 20.7%
$98.2B
$297,000 0.08% of portfolio
175
Q3 2024 Reduced 12.5%
$67.1B
$297,000 0.08% of portfolio
1,321
Q4 2024 Reduced 1.56%
$26.7B
$277,000 0.08% of portfolio
2,652
Q4 2024 Reduced 16.66%
$50B
$283,000 0.08% of portfolio
5,730
Q4 2024 Reduced 5.76%
$90.5B
$281,000 0.08% of portfolio
827
Q4 2024 Reduced 11.27%
$0
$300,000 0.08% of portfolio
3,335
Q4 2024 Reduced 2.91%
$0
$289,000 0.08% of portfolio
3,829
Q4 2024 Reduced 6.9%
$55.6B
$285,000 0.08% of portfolio
2,039
Q2 2022 New
$0
$300,000 0.08% of portfolio
1,339
Q3 2023 Reduced 4.29%
$39.6B
$245,000 0.07% of portfolio
3,189
Q3 2024 Reduced 2.42%
$72.8B
$241,000 0.07% of portfolio
4,462
Q3 2024 New
$80.2B
$246,000 0.07% of portfolio
1,956
Q3 2024 Reduced 1.01%
$45.1B
$256,000 0.07% of portfolio
2,829
Q1 2024 New
$0
$266,000 0.07% of portfolio
9,085
Q1 2024 New
$167B
$236,000 0.07% of portfolio
909
Q3 2024 New
$53B
$256,000 0.07% of portfolio
3,760
Q4 2023 Reduced 5.65%
$173B
$257,000 0.07% of portfolio
1,679
Q4 2023 New
$0
$222,000 0.06% of portfolio
2,297
Q3 2024 New
$65.3B
$210,000 0.06% of portfolio
930
Q2 2024 Reduced 10.49%
$99.1B
$229,000 0.06% of portfolio
1,333
Q3 2024 New
$76.5B
$204,000 0.06% of portfolio
1,015
Q3 2024 New
$108B
$207,000 0.06% of portfolio
3,970
Q3 2024 New
$0
$225,000 0.06% of portfolio
4,980
Q1 2024 New
$15.3B
$211,000 0.06% of portfolio
2,771
Q3 2023 New
$141B
$223,000 0.06% of portfolio
620
Q4 2024 Reduced 20.0%
$21.5B
$227,000 0.06% of portfolio
1,958
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $357 Million
  • Prior Value $359 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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