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
$76.2B
$765,000 0.19% of portfolio
12,247
Q3 2025 Reduced 0.13%
$67.3B
$742,000 0.18% of portfolio
2,658
Q2 2025 Reduced 26.53%
$0
$734,000 0.18% of portfolio
11,302
Q3 2025 Reduced 0.57%
$12.2B
$715,000 0.18% of portfolio
3,660
Q3 2024 New
$255B
$688,000 0.17% of portfolio
2,073
Q4 2024 Reduced 43.25%
$277B
$709,000 0.17% of portfolio
9,248
Q3 2025 Reduced 3.14%
$0
$699,000 0.17% of portfolio
5,976
Q1 2024 New
$132B
$680,000 0.17% of portfolio
3,234
Q1 2025 Reduced 8.33%
$237B
$678,000 0.17% of portfolio
2,863
Q3 2025 Added 26.35%
$0
$681,000 0.17% of portfolio
4,894
Q2 2025 Reduced 10.77%
$0
$708,000 0.17% of portfolio
6,414
Q3 2025 Added 1.18%
$37.6B
$652,000 0.16% of portfolio
9,700
Q4 2023 Reduced 3.0%
$0
$631,000 0.15% of portfolio
943
Q1 2025 Reduced 19.33%
$11.5B
$609,000 0.15% of portfolio
2,400
Q2 2022 New
$24.4B
$607,000 0.15% of portfolio
3,798
Q3 2025 Reduced 0.03%
$151B
$623,000 0.15% of portfolio
1,767
Q3 2025 Added 10.85%
$0
$590,000 0.14% of portfolio
7,940
Q4 2024 Reduced 2.9%
$42.9B
$554,000 0.14% of portfolio
4,779
Q1 2025 Reduced 9.47%
$0
$564,000 0.14% of portfolio
1,205
Q2 2025 Reduced 29.08%
$49.1B
$577,000 0.14% of portfolio
482
Q4 2023 New
$173B
$525,000 0.13% of portfolio
7,664
Q3 2025 Reduced 2.02%
$0
$535,000 0.13% of portfolio
5,994
Q3 2025 Reduced 11.12%
$24.8B
$526,000 0.13% of portfolio
2,543
Q1 2025 Added 21.85%
$47B
$531,000 0.13% of portfolio
1,081
Q3 2025 Reduced 0.09%
$23.2B
$527,000 0.13% of portfolio
1,227
Q3 2025 Reduced 0.08%
$265B
$512,000 0.13% of portfolio
644
Q3 2022 New
$0
$530,000 0.13% of portfolio
4,980
Q4 2022 Reduced 15.31%
$65.3B
$543,000 0.13% of portfolio
7,467
Q3 2025 Added 10.38%
$6.2B
$535,000 0.13% of portfolio
4,965
Q2 2025 Added 1,400.0%
$0
$490,000 0.12% of portfolio
4,975
Q3 2024 New
$0
$509,000 0.12% of portfolio
8,500
Q3 2024 Reduced 5.56%
$0
$492,000 0.12% of portfolio
9,137
Q2 2025 Reduced 11.38%
$51.8B
$496,000 0.12% of portfolio
2,182
Q1 2025 Added 9.1%
$99.5B
$499,000 0.12% of portfolio
11,083
Q3 2025 Reduced 19.07%
$5.99B
$485,000 0.12% of portfolio
4,000
Q4 2022 New
$55.9B
$477,000 0.12% of portfolio
500
Q4 2023 Reduced 23.31%
$0
$489,000 0.12% of portfolio
5,776
Q2 2025 Reduced 69.18%
$42.6B
$460,000 0.11% of portfolio
3,456
Q3 2024 Reduced 0.26%
$0
$457,000 0.11% of portfolio
7,167
Q2 2025 Reduced 39.66%
$0
$435,000 0.11% of portfolio
1,600
Q2 2023 Reduced 23.81%
$160B
$447,000 0.11% of portfolio
2,257
Q3 2025 Reduced 17.27%
$15.4B
$454,000 0.11% of portfolio
5,846
Q3 2024 New
$0
$461,000 0.11% of portfolio
7,071
Q3 2024 Added 97.24%
$111B
$460,000 0.11% of portfolio
1,399
Q2 2025 Reduced 1.55%
$1.02B
$409,000 0.1% of portfolio
25,000
Q1 2025 New
$0
$426,000 0.1% of portfolio
7,105
Q2 2025 Reduced 49.04%
$73.7B
$424,000 0.1% of portfolio
1,549
Q1 2025 Added 18.7%
$418B
$428,000 0.1% of portfolio
2,395
Q3 2025 Added 18.86%
$68.5B
$404,000 0.1% of portfolio
2,973
Q3 2024 Reduced 3.57%

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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