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
$3.17T
$19.9 Million 5.53% of portfolio
89,798
Q1 2025 Reduced 1.86%
$0
$13.9 Million 3.85% of portfolio
37,475
Q1 2025 Added 1.05%
$2.74T
$13.4 Million 3.7% of portfolio
35,570
Q1 2025 Added 2.49%
$0
$11.2 Million 3.1% of portfolio
19,985
Q1 2025 Added 2.92%
$0
$10.7 Million 2.96% of portfolio
41,511
Q1 2025 Added 0.26%
$0
$10.6 Million 2.95% of portfolio
47,995
Q1 2025 Added 0.67%
$0
$10.7 Million 2.95% of portfolio
130,403
Q1 2025 Added 11.11%
$1.76T
$7.96 Million 2.2% of portfolio
41,828
Q1 2025 Added 3.57%
$0
$7.03 Million 1.95% of portfolio
52,313
Q1 2025 Reduced 0.29%
$446B
$6.97 Million 1.93% of portfolio
58,645
Q1 2025 Added 29.11%
$155B
$5.93 Million 1.64% of portfolio
17,992
Q3 2024 Reduced 0.55%
$0
$5.59 Million 1.55% of portfolio
32,734
Q1 2025 Added 3.45%
$363B
$5.54 Million 1.53% of portfolio
15,112
Q1 2025 Added 1.79%
$0
$5.45 Million 1.51% of portfolio
124,759
Q1 2025 Added 14.11%
$1.13T
$5.45 Million 1.51% of portfolio
9,462
Q1 2025 Added 3.86%
$903B
$5.01 Million 1.39% of portfolio
32,404
Q1 2025 Added 8.82%
$253B
$4.87 Million 1.35% of portfolio
55,455
Q1 2025 Reduced 0.56%
$0
$4.83 Million 1.34% of portfolio
15,294
Q3 2024 Added 41.18%
$0
$4.7 Million 1.3% of portfolio
27,514
Q1 2025 Reduced 3.32%
$0
$4.64 Million 1.29% of portfolio
58,648
Q1 2025 Reduced 0.99%
$539B
$4.53 Million 1.26% of portfolio
12,932
Q1 2025 Added 3.14%
$680B
$4.52 Million 1.25% of portfolio
18,445
Q1 2025 Added 3.09%
$106B
$4.28 Million 1.18% of portfolio
14,843
Q1 2025 Added 2.27%
$0
$4.23 Million 1.17% of portfolio
208,664
Q1 2025 Reduced 1.03%
$404B
$3.8 Million 1.05% of portfolio
22,294
Q1 2025 Added 5.07%
$0
$3.67 Million 1.02% of portfolio
39,141
Q1 2025 Reduced 3.65%
$440B
$3.49 Million 0.97% of portfolio
3,687
Q1 2025 Added 3.95%
$798B
$3.37 Million 0.93% of portfolio
4,075
Q1 2025 Reduced 0.15%
$0
$3.32 Million 0.92% of portfolio
107,563
Q1 2025 Added 3.27%
$0
$3.14 Million 0.87% of portfolio
38,439
Q1 2025 Added 6.55%
$214B
$3.03 Million 0.84% of portfolio
12,187
Q1 2025 Added 4.73%
$0
$3 Million 0.83% of portfolio
10,985
Q1 2025 Reduced 3.61%
$94.8B
$2.82 Million 0.78% of portfolio
12,184
Q1 2025 Added 3.28%
$306B
$2.79 Million 0.77% of portfolio
13,317
Q4 2024 Reduced 1.59%
$0
$2.79 Million 0.77% of portfolio
33,690
Q1 2025 Added 29.11%
$0
$2.62 Million 0.72% of portfolio
49,949
Q1 2025 Reduced 4.45%
$674B
$2.61 Million 0.72% of portfolio
4,909
Q1 2025 Added 3.2%
$198B
$2.55 Million 0.71% of portfolio
28,427
Q1 2025 Added 5.94%
$167B
$2.48 Million 0.69% of portfolio
4,975
Q1 2025 Added 5.54%
$0
$2.45 Million 0.68% of portfolio
21,054
Q1 2025 Added 1.75%
$197B
$2.34 Million 0.65% of portfolio
15,592
Q1 2025 Added 6.08%
$229B
$2.31 Million 0.64% of portfolio
17,445
Q1 2025 Added 4.01%
$122B
$2.32 Million 0.64% of portfolio
7,588
Q1 2025 Added 4.55%
$425B
$2.31 Million 0.64% of portfolio
4,407
Q1 2025 Added 1.52%
$119B
$2.25 Million 0.62% of portfolio
7,449
Q1 2025 Added 3.63%
$0
$2.2 Million 0.61% of portfolio
42,930
Q1 2025 Added 33.78%
$0
$2.15 Million 0.59% of portfolio
4,179
Q1 2025 Reduced 3.93%
$0
$2.07 Million 0.57% of portfolio
45,534
Q1 2025 Reduced 3.4%
$0
$2.03 Million 0.56% of portfolio
20,569
Q1 2025 Added 2.74%

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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