Aries Wealth Management

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 226Value: $368.3MLatest: 2025Q1

Aries Wealth Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 226 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXSM",
  "ARES",
  "FRGE",
  "GDX",
  null,
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "ALL",
  "GOOGL",
  "PXF",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "CCI",
  "EDIT",
  "TCRX",
  "GIS",
  "HON",
  "HD",
  "AZN",
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "ISRG",
  null,
  null,
  "HUBB",
  null,
  "ITW",
  "EMR",
  "PI",
  null,
  "MUB",
  "META",
  null,
  "IJH",
  "MCRB",
  null,
  null,
  "STEM",
  null,
  "LRCX",
  "LIN",
  "MMC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "GE",
  "GPC",
  "HIG",
  "OMC",
  "ORLY",
  "AMP",
  "IJR",
  "KKR",
  "KLAC",
  "ORCL",
  "PAYX",
  "VGIT",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PEP",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  null,
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "AMGN",
  "IEFA",
  null,
  null,
  null,
  "SHW",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "RSG",
  "IBM",
  "SYK",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UNM",
  "UPS",
  "VO",
  "VXF",
  "RKLB",
  "MNST",
  "VWO",
  "IWV",
  "VCIT",
  "VIG",
  "TTE",
  "TOST",
  "TXT",
  null,
  null,
  null,
  "FSK",
  "VRTX",
  "AFL",
  "SDY",
  "WM",
  "AEP",
  "INDB",
  null,
  "KOD",
  "IDXX",
  "AMZN",
  null,
  "VEU",
  "VUG",
  "VEA",
  "VGK",
  null,
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VSTM",
  "V",
  "WMT",
  "WSM",
  "WMB",
  null,
  "WW",
  "XYL",
  null,
  null,
  "AEM",
  "CHKP",
  "NXPI",
  null,
  "TTD",
  "PSX",
  "CRM",
  "RNR",
  null,
  "GEV",
  "MELI",
  "MCK",
  "NUE",
  "FDX",
  null,
  "KMB",
  "ADP",
  "BRK-B",
  "BDX",
  "BMY",
  "CARR",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "KO",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "CPNG",
  "DHR",
  "DE",
  "RSP",
  "EFA",
  "USMV",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "MO",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 226
Total Value: 368281376
Accession Number: 0001085146-25-002137
Form Type: 13F-HR
CIK: aries-wealth-management
Manager Name: Aries-Wealth-Management

Data Enrichment

82% identified

185 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

226 positions • $368.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 12

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Apple Inc.

AAPL|037833100

Shares:89.8K

Value:$19.9M

% of Portfolio:5.4% ($19.9M/$368.3M)

922908736

VUG|922908736

Shares:37.5K

Value:$13.9M

% of Portfolio:3.8% ($13.9M/$368.3M)

MICROSOFT CORP

MSFT|594918104

Shares:35.6K

Value:$13.4M

% of Portfolio:3.6% ($13.4M/$368.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:20.0K

Value:$11.2M

% of Portfolio:3.0% ($11.2M/$368.3M)

922908629

VO|922908629

Shares:41.5K

Value:$10.7M

% of Portfolio:2.9% ($10.7M/$368.3M)

464287465

EFA|464287465

Shares:130.4K

Value:$10.7M

% of Portfolio:2.9% ($10.7M/$368.3M)

922908751

VB|922908751

Shares:48.0K

Value:$10.6M

% of Portfolio:2.9% ($10.6M/$368.3M)

AMAZON COM INC

AMZN|023135106

Shares:41.8K

Value:$8.0M

% of Portfolio:2.2% ($8.0M/$368.3M)

78464A763

SDY|78464A763

Shares:52.3K

Value:$7.1M

% of Portfolio:1.9% ($7.1M/$368.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:58.6K

Value:$7.0M

% of Portfolio:1.9% ($7.0M/$368.3M)

CATERPILLAR INC

CAT|149123101

Shares:18.0K

Value:$5.9M

% of Portfolio:1.6% ($5.9M/$368.3M)

922908744

VTV|922908744

Shares:32.7K

Value:$5.7M

% of Portfolio:1.5% ($5.7M/$368.3M)

HOME DEPOT, INC.

HD|437076102

Shares:15.1K

Value:$5.5M

% of Portfolio:1.5% ($5.5M/$368.3M)

Meta Platforms, Inc.

META|30303M102

Shares:9.5K

Value:$5.5M

% of Portfolio:1.5% ($5.5M/$368.3M)

464287234

EEM|464287234

Shares:124.8K

Value:$5.5M

% of Portfolio:1.5% ($5.5M/$368.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:32.4K

Value:$5.0M

% of Portfolio:1.4% ($5.0M/$368.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:29.4K

Value:$4.9M

% of Portfolio:1.3% ($4.9M/$368.3M)

Walmart Inc.

WMT|931142103

Shares:55.5K

Value:$4.9M

% of Portfolio:1.3% ($4.9M/$368.3M)

464287689

IWV|464287689

Shares:15.3K

Value:$4.9M

% of Portfolio:1.3% ($4.9M/$368.3M)

46432F339

QUAL|46432F339

Shares:27.5K

Value:$4.7M

% of Portfolio:1.3% ($4.7M/$368.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	89.8K	QoQ -1.85% (-1.7K) YoY -4.03% (-3.8K)	All Managers (Combined)	$19.9M	5.4% ($19.9M/$368.3M)	QoQ -12.94% (-$3.0M) YoY +24.31% (-$3.9M)
(VUGcusip922908736)	37.5K	QoQ +1.04% (-389) YoY +20.22% (+6.3K)	All Managers (Combined)	$13.9M	3.8% ($13.9M/$368.3M)	QoQ -8.70% (-$1.3M) YoY +29.52% (+$3.2M)
MICROSOFT CORP(MSFTcusip594918104)	35.6K	QoQ +2.49% (-865) YoY +5.43% (-1.8K)	All Managers (Combined)	$13.4M	3.6% ($13.4M/$368.3M)	QoQ -8.71% (-$1.3M) YoY -5.92% (-$840.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	20.0K	QoQ +2.91% (-567) YoY +19.52% (+3.3K)	All Managers (Combined)	$11.2M	3.0% ($11.2M/$368.3M)	QoQ -1.76% (-$201.1K) YoY +27.81% (+$2.4M)
(VOcusip922908629)	41.5K	QoQ +0.25% (-106) YoY +6.26% (+2.4K)	All Managers (Combined)	$10.7M	2.9% ($10.7M/$368.3M)	QoQ -1.83% (-$200.7K) YoY +9.99% (+$975.5K)
(EFAcusip464287465)	130.4K	QoQ +11.11% (+13.0K) YoY +36.42% (+34.8K)	All Managers (Combined)	$10.7M	2.9% ($10.7M/$368.3M)	QoQ +20.10% (+$1.8M) YoY +39.61% (+$3.0M)
(VBcusip922908751)	48.0K	QoQ +0.67% (-321) YoY +5.09% (+2.3K)	All Managers (Combined)	$10.6M	2.9% ($10.6M/$368.3M)	QoQ -7.09% (-$812.2K) YoY +1.95% (+$203.9K)
AMAZON COM INC(AMZNcusip023135106)	41.8K	QoQ +3.56% (-1.4K) YoY +2.80% (+1.1K)	All Managers (Combined)	$8.0M	2.2% ($8.0M/$368.3M)	QoQ -10.18% (-$902.3K) YoY +8.43% (+$618.9K)
(SDYcusip78464A763)	52.3K	QoQ -0.28% (-150) YoY -6.80% (-3.8K)	All Managers (Combined)	$7.1M	1.9% ($7.1M/$368.3M)	QoQ +2.41% (-$167.5K) YoY -3.65% (-$268.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	58.6K	QoQ +29.10% (+13.2K) YoY +23.78% (+11.3K)	All Managers (Combined)	$7.0M	1.9% ($7.0M/$368.3M)	QoQ +42.74% (+$2.1M) YoY +26.65% (+$1.5M)
CATERPILLAR INC(CATcusip149123101)	18.0K	QoQ 0.00% (-0) YoY -0.75% (-136)	All Managers (Combined)	$5.9M	1.6% ($5.9M/$368.3M)	QoQ -9.08% (-$593.0K) YoY -10.67% (-$708.9K)
(VTVcusip922908744)	32.7K	QoQ +3.45% (+1.1K) YoY +104.76% (+16.7K)	All Managers (Combined)	$5.7M	1.5% ($5.7M/$368.3M)	QoQ +5.55% (+$297.6K) YoY +117.18% (+$3.1M)
HOME DEPOT, INC.(HDcusip437076102)	15.1K	QoQ +1.79% (-266) YoY +4.12% (-599)	All Managers (Combined)	$5.5M	1.5% ($5.5M/$368.3M)	QoQ -4.09% (-$236.5K) YoY -0.51% (-$28.8K)
Meta Platforms, Inc.(METAcusip30303M102)	9.5K	QoQ +3.86% (+352) YoY +3.12% (+287)	All Managers (Combined)	$5.5M	1.5% ($5.5M/$368.3M)	QoQ +2.24% (+$119.5K) YoY +22.40% (+$998.3K)
(EEMcusip464287234)	124.8K	QoQ +14.11% (+15.4K) YoY +54.03% (+43.8K)	All Managers (Combined)	$5.5M	1.5% ($5.5M/$368.3M)	QoQ +19.24% (+$879.7K) YoY +63.85% (+$2.1M)
Alphabet Inc.(GOOGLcusip02079K305)	32.4K	QoQ +8.81% (-2.6K) YoY +17.66% (+4.9K)	All Managers (Combined)	$5.0M	1.4% ($5.0M/$368.3M)	QoQ -11.10% (-$626.0K) YoY +20.55% (+$854.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	29.4K	QoQ +3.47% (+987) YoY -5.78% (-1.8K)	All Managers (Combined)	$4.9M	1.3% ($4.9M/$368.3M)	QoQ +18.66% (+$765.9K) YoY -1.22% (-$60.6K)
Walmart Inc.(WMTcusip931142103)	55.5K	QoQ -0.55% (-312) YoY -7.35% (-4.4K)	All Managers (Combined)	$4.9M	1.3% ($4.9M/$368.3M)	QoQ -3.37% (-$170.2K) YoY +35.17% (-$1.3M)
(IWVcusip464287689)	15.3K	QoQ 0.00% (-0) YoY +41.17% (+4.5K)	All Managers (Combined)	$4.9M	1.3% ($4.9M/$368.3M)	QoQ -4.96% (-$254.0K) YoY +49.44% (+$1.6M)
(QUALcusip46432F339)	27.5K	QoQ -3.31% (-944) YoY +9.36% (+2.4K)	All Managers (Combined)	$4.7M	1.3% ($4.7M/$368.3M)	QoQ -7.22% (-$365.9K) YoY +13.72% (+$567.3K)