Aries Wealth Management Portfolio Holdings

Aries Wealth Management

  • $359 Million
  • Q3 2024

Aries Wealth Management has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $359 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 $21.5M, Microsoft Corp with a value of $15.1M, Vanguard Growth ETF with a value of $13.8M, Vanguard Small Cap ETF with a value of $11.2M, and Vanguard Mid Cap ETF with a value of $10.8M.

Examining the 13F form we can see an increase of $43.6M in the current position value, from $316M to 359M.

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

Portfolio value $359 Million
ETFs: $160 Million
Technology: $52 Million
Healthcare: $30.5 Million
Industrials: $26.2 Million
Financial Services: $24 Million
Consumer Cyclical: $20 Million
Consumer Defensive: $19.7 Million
Communication Services: $13.6 Million
Other: $13.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$21.5 Million 5.99% of portfolio
92,352
Q3 2024 Reduced 0.69%
$3.31T
$15.1 Million 4.21% of portfolio
35,203
Q3 2024 Added 4.22%
$2.39T
$7.57 Million 2.11% of portfolio
40,617
Q3 2024 Reduced 0.89%
$215B
$7.04 Million 1.96% of portfolio
17,992
Q3 2024 Reduced 0.55%
$424B
$6.14 Million 1.71% of portfolio
15,153
Q3 2024 Added 4.49%
$453B
$5.37 Million 1.5% of portfolio
45,849
Q3 2024 Reduced 3.86%
$1.46T
$5.26 Million 1.46% of portfolio
9,183
Q3 2024 Reduced 2.13%
$1.2T
$4.76 Million 1.32% of portfolio
28,681
Q3 2024 Added 0.15%
$384B
$4.72 Million 1.31% of portfolio
29,111
Q3 2024 Reduced 6.77%
$257B
$4.56 Million 1.27% of portfolio
56,504
Q3 2024 Reduced 5.58%
$777B
$3.77 Million 1.05% of portfolio
17,893
Q3 2024 Reduced 1.65%
$389B
$3.73 Million 1.04% of portfolio
21,518
Q3 2024 Added 1.21%
$746B
$3.71 Million 1.03% of portfolio
4,186
Q3 2024 Added 27.31%
$540B
$3.55 Million 0.99% of portfolio
12,913
Q3 2024 Reduced 4.79%
$416B
$3.14 Million 0.87% of portfolio
3,547
Q3 2024 Reduced 2.34%
$225B
$2.99 Million 0.83% of portfolio
4,829
Q3 2024 Reduced 1.67%
$301B
$2.67 Million 0.74% of portfolio
13,532
Q3 2024 Added 3.58%
$201B
$2.57 Million 0.72% of portfolio
11,637
Q4 2023 Reduced 0.21%
$498B
$2.57 Million 0.72% of portfolio
4,401
Q3 2024 Added 11.42%
$205B
$2.49 Million 0.69% of portfolio
14,638
Q3 2024 Reduced 9.73%
$79.8B
$2.48 Million 0.69% of portfolio
9,458
Q3 2024 Added 6.23%
$86B
$2.38 Million 0.66% of portfolio
11,471
Q3 2024 Added 30.65%
$603B
$2.2 Million 0.61% of portfolio
4,780
Q3 2024 Added 0.23%
$111B
$2.07 Million 0.58% of portfolio
7,188
Q3 2024 Reduced 0.42%
$123B
$2.01 Million 0.56% of portfolio
7,258
Q3 2024 Added 29.4%
$219B
$1.91 Million 0.53% of portfolio
16,772
Q3 2024 Added 7.7%
$228B
$1.89 Million 0.52% of portfolio
5,334
Q3 2024 Added 23.36%
$210B
$1.73 Million 0.48% of portfolio
5,679
Q3 2024 Reduced 8.11%
$355B
$1.51 Million 0.42% of portfolio
12,455
Q3 2024 Reduced 3.52%
$36.2B
$1.48 Million 0.41% of portfolio
2,937
Q3 2024 Reduced 2.26%
$73.3B
$1.44 Million 0.4% of portfolio
13,904
Q3 2024 Reduced 0.56%
$305B
$1.4 Million 0.39% of portfolio
9,512
Q3 2024 Reduced 12.37%
$154B
$1.4 Million 0.39% of portfolio
1,472
Q3 2024 Added 28.67%
$142B
$1.39 Million 0.39% of portfolio
11,834
Q3 2024 Added 5.36%
$89.6B
$1.36 Million 0.38% of portfolio
3,914
Q3 2024 Added 2.41%
$272B
$1.37 Million 0.38% of portfolio
6,629
Q3 2024 Reduced 2.14%
$143B
$1.34 Million 0.37% of portfolio
15,838
Q3 2024 Added 19.6%
$215B
$1.33 Million 0.37% of portfolio
7,028
Q4 2023 Reduced 9.67%
$184B
$1.31 Million 0.36% of portfolio
10,779
Q3 2024 Reduced 0.54%
$109B
$1.25 Million 0.35% of portfolio
5,607
Q2 2024 Reduced 5.7%
$177B
$1.21 Million 0.34% of portfolio
6,223
Q3 2024 Reduced 1.33%
$163B
$1.21 Million 0.34% of portfolio
4,464
Q3 2024 Reduced 0.4%
$142B
$1.23 Million 0.34% of portfolio
9,444
Q3 2024 Reduced 0.42%
$8.13B
$1.14 Million 0.32% of portfolio
17,200
Q2 2022 New
$3.53B
$1.11 Million 0.31% of portfolio
5,130
Q3 2024 Reduced 8.88%
$153B
$1.09 Million 0.3% of portfolio
4,441
Q3 2024 Reduced 0.72%
$240B
$990,000 0.28% of portfolio
3,653
Q3 2024 Reduced 0.98%
$3.04B
$966,000 0.27% of portfolio
16,350
Q3 2024 Added 1.41%
$146B
$961,000 0.27% of portfolio
33,219
Q3 2024 Reduced 6.99%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $359 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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