Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $409 Million
  • Q3 2025

Aries Wealth Management has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $409 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 $22.3M, Microsoft Corp with a value of $18.4M, Vanguard Growth ETF with a value of $18.2M, Spdr S&P 500 ETF Trust with a value of $16.2M, and Ishares Tr Msci Eafe ETF with a value of $14.6M.

Examining the 13F form we can see an increase of $36.6M in the current position value, from $372M to 409M.

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

Portfolio value $409 Million
ETFs: $193 Million
Technology: $60.3 Million
Industrials: $28.2 Million
Healthcare: $26.9 Million
Financial Services: $25 Million
Consumer Cyclical: $23.4 Million
Communication Services: $19.3 Million
Consumer Defensive: $19 Million
Other: $13.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$22.3 Million 5.46% of portfolio
87,680
Q3 2025 Reduced 0.84%
$3.78T
$18.4 Million 4.51% of portfolio
35,553
Q3 2025 Added 0.95%
$0
$18.2 Million 4.46% of portfolio
38,017
Q3 2025 Added 0.1%
$0
$16.2 Million 3.97% of portfolio
24,323
Q3 2025 Added 25.74%
$0
$14.6 Million 3.58% of portfolio
156,529
Q3 2025 Added 8.45%
$0
$13.3 Million 3.25% of portfolio
52,145
Q3 2025 Added 3.71%
$0
$12.1 Million 2.95% of portfolio
41,055
Q3 2025 Added 0.93%
$2.39T
$9.39 Million 2.3% of portfolio
42,768
Q3 2025 Added 0.16%
$291B
$8.58 Million 2.1% of portfolio
17,975
Q3 2025 Added 0.46%
$1.65T
$7.94 Million 1.94% of portfolio
32,672
Q3 2025 Reduced 0.22%
$0
$7.82 Million 1.91% of portfolio
146,460
Q3 2025 Added 6.17%
$0
$7.2 Million 1.76% of portfolio
51,429
Q2 2025 Reduced 1.69%
$1.37T
$7.03 Million 1.72% of portfolio
9,566
Q3 2025 Reduced 2.67%
$0
$6.49 Million 1.59% of portfolio
34,781
Q3 2025 Added 8.91%
$367B
$6.13 Million 1.5% of portfolio
15,122
Q3 2025 Added 1.1%
$0
$5.8 Million 1.42% of portfolio
15,294
Q3 2024 Added 41.18%
$279B
$5.53 Million 1.35% of portfolio
53,691
Q3 2025 Added 0.13%
$490B
$5.03 Million 1.23% of portfolio
44,618
Q2 2025 Reduced 23.92%
$130B
$4.97 Million 1.22% of portfolio
13,980
Q3 2025 Added 0.74%
$522B
$4.74 Million 1.16% of portfolio
25,546
Q3 2025 Reduced 0.55%
$0
$4.72 Million 1.15% of portfolio
24,256
Q3 2025 Reduced 0.2%
$0
$4.63 Million 1.13% of portfolio
14,114
Q3 2025 Added 0.53%
$0
$4.57 Million 1.12% of portfolio
51,386
Q3 2025 Reduced 0.39%
$533B
$4.53 Million 1.11% of portfolio
13,283
Q3 2025 Added 1.38%
$0
$4.14 Million 1.01% of portfolio
204,284
Q3 2025 Reduced 0.32%
$0
$3.62 Million 0.89% of portfolio
47,404
Q3 2025 Reduced 0.67%
$0
$3.54 Million 0.87% of portfolio
114,648
Q3 2025 Added 3.29%
$404B
$3.49 Million 0.85% of portfolio
3,768
Q3 2025 Added 5.72%
$0
$3.47 Million 0.85% of portfolio
41,775
Q3 2025 Added 6.04%
$346B
$3.37 Million 0.83% of portfolio
21,957
Q3 2025 Reduced 0.2%
$971B
$3.32 Million 0.81% of portfolio
4,351
Q3 2025 Added 5.86%
$266B
$3.23 Million 0.79% of portfolio
11,437
Q2 2025 Reduced 6.15%
$0
$2.96 Million 0.72% of portfolio
21,382
Q3 2025 Added 1.46%
$0
$2.96 Million 0.72% of portfolio
35,135
Q3 2025 Added 0.07%
$414B
$2.95 Million 0.72% of portfolio
12,757
Q3 2025 Reduced 3.11%
$0
$2.92 Million 0.71% of portfolio
30,645
Q3 2025 Reduced 5.18%
$85.9B
$2.77 Million 0.68% of portfolio
12,525
Q3 2025 Added 1.01%
$0
$2.64 Million 0.65% of portfolio
49,862
Q3 2025 Added 0.96%
$222B
$2.42 Million 0.59% of portfolio
4,999
Q3 2025 Reduced 1.69%
$0
$2.33 Million 0.57% of portfolio
3,807
Q3 2025 Added 2.7%
$228B
$2.33 Million 0.57% of portfolio
17,428
Q3 2025 Reduced 0.01%
$0
$2.28 Million 0.56% of portfolio
41,993
Q3 2025 Added 7.27%
$0
$2.21 Million 0.54% of portfolio
22,035
Q3 2025 Added 2.56%
$104B
$2.23 Million 0.54% of portfolio
7,587
Q3 2025 Reduced 0.01%
$204B
$2.15 Million 0.53% of portfolio
15,302
Q2 2025 Reduced 1.86%
$235B
$2.19 Million 0.53% of portfolio
26,034
Q3 2025 Reduced 0.57%
$328B
$2.11 Million 0.52% of portfolio
7,028
Q4 2023 Reduced 9.67%
$0
$2.11 Million 0.52% of portfolio
3,511
Q2 2025 Added 6.3%
$170B
$2.07 Million 0.51% of portfolio
14,351
Q2 2025 Added 1.7%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $409 Million
  • Prior Value $372 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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