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CIK: 0001729515
Total reported value
$509.3M
$509.3M
223 檔
14.8%
According to the latest 13F quarterly dataset, Aries Wealth Management managed an equity portfolio of $509.3M at the end of Q4 2024, spanning 223 distinct U.S. exchange-listed positions.
In Q4 2024, Aries Wealth Management adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.31% | +0.09% | -0.92% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.19% | +0.36% | +3.32% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.32% | -1.41% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.15% | +0.20% | +0.83% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.13% | +0.19% | +3.29% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.01% | +0.07% | +1.03% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.44% | +0.07% | -0.95% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.44% | +0.03% | -0.57% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.91% | -0.15% | -2.95% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.80% | +0.92% | — | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.59% | -0.05% | -2.03% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.23% | +3.82% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.47% | +0.13% | +30.76% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.17% | -0.79% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.41% | +0.03% | — | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.40% | +0.02% | -0.78% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.28% | -1.30% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.44% | -0.93% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.32% | -0.04% | -0.42% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.26% | +0.25% | +11.15% | |
| 21 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.19% | -0.10% | +4.69% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.01% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.10% | -2.51% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.01% | -2.90% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.99% | -0.05% | -0.14% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.07% | -1.39% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.97% | -0.31% | +3.22% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.04% | +6.63% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.14% | — | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.88% | -0.10% | +14.32% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.14% | -2.51% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.80% | — | +12.52% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.74% | -0.08% | -3.93% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.04% | +2.89% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | +0.03% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.68% | -0.06% | -2.38% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.67% | +0.02% | +2.95% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.66% | -0.08% | +2.84% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | -0.03% | -1.06% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | — | -1.59% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.05% | +0.21% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.11% | +0.41% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | — | -1.36% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.03% | -0.48% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.59% | -0.07% | +11.03% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | -0.03% | — | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.55% | -0.03% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | +0.01% | +19.16% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | -0.08% | — | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.12% | -0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.4% | +3.32% | Add |
| 2 | AAPL | Apple Inc | +0.4% | -0.92% | Trim |
| 3 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.57% | Trim |
| 5 | VTV | Vanguard Value ETF | +0.3% | +30.76% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +154.45% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.82% | Add |
| 8 | ETH | Grayscale Ethereum Staking M | +0.2% | NEW | New buy |
| 9 | BTC | Grayscale Bitcoin Mini ETF | +0.2% | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.29% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 12 | WMT | Walmart Inc | +0.1% | -1.30% | Trim |
| 13 | V | Visa Inc-class A Shares | +0.1% | -2.90% | Trim |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +26.71% | Add |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +14.32% | Add |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -4.37% | Trim |
| 17 | RKLB | Rocket Lab Corporation | +0.1% | -38.51% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.63% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 20 | CTA | Simplify Managed Futures St | +0.1% | +15.30% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | +35.97% | Add |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +0.83% | Add |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +19.16% | Add |
| 25 | PEP | Pepsico Inc | -0.1% | +0.41% | Add |
| 26 | MDT | Medtronic plc | -0.1% | EXIT | Sold out |
| 27 | MRK | Merck & Co. Inc. | -0.1% | +2.89% | Add |
| 28 | CI | THE Cigna Group | -0.1% | — | Unchanged |
| 29 | ABBV | Abbvie Inc | -0.1% | -1.59% | Trim |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | Sold out |
| 31 | GDX | Vaneck Gold Miners ETF | -0.1% | -0.85% | Trim |
| 32 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 33 | IDXX | Idexx Laboratories Inc | -0.1% | -0.31% | Trim |
| 34 | BTCGBP | Grayscale Bitcoin Mini Trust | -0.1% | EXIT | Sold out |
| 35 | AXP | American Express Co | -0.1% | -43.25% | Trim |
| 36 | ✓ | Eth | -0.1% | EXIT | Sold out |
| 37 | PI | Impinj Inc | -0.1% | — | Unchanged |
| 38 | HD | Home Depot Inc | -0.1% | -2.03% | Trim |
| 39 | TD | Toronto-dominion Bank | -0.1% | EXIT | Sold out |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -1.36% | Trim |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -18.39% | Trim |
| 42 | MSFT | Microsoft CORP | -0.1% | -1.41% | Trim |
| 43 | CAT | Caterpillar Inc | -0.1% | — | Unchanged |
| 44 | XOM | Exxon Mobil CORP | -0.1% | -0.93% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.38% | Trim |
| 46 | LLY | Eli Lilly & Co | -0.2% | -2.51% | Trim |
| 47 | JNJ | Johnson & Johnson | -0.2% | -2.51% | Trim |
| 48 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -2.95% | Trim |
| 49 | EFA | Ishares Msci Eafe ETF | -0.3% | -0.95% | Trim |
| 50 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $509.3M across 223 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, MSFT) accounted for 14.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.4M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.4M
During Q4 2024, Aries Wealth Management's top holdings by market value included AAPL (6.3%)、VUG (4.2%)、MSFT (4.0%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2024, Aries Wealth Management made 45 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 20 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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