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CIK: 0001729515
Total reported value
$509.3M
$509.3M
226 檔
13.6%
As reported in its official Q1 2025 Form 13F filing, Aries Wealth Management's tracked investment portfolio stood at $509.3M with 226 total positions.
In Q1 2025, Aries Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.42% | +0.09% | -1.86% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 3.77% | +0.36% | +1.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | -0.32% | +2.49% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.04% | +0.19% | +2.92% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.92% | +0.07% | +0.26% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.89% | +0.07% | +11.11% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.89% | +0.20% | +0.67% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.03% | +3.57% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.93% | -0.15% | -0.29% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.89% | -0.44% | +29.11% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.61% | +0.92% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | +0.13% | +3.45% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.05% | +1.79% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.17% | +3.86% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.48% | +0.25% | +14.11% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.23% | +8.82% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.10% | +3.48% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.32% | -0.28% | -0.56% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.32% | +0.03% | — | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.28% | +0.02% | -3.32% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.27% | -0.04% | -0.99% | |
| 22 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.23% | -0.10% | -1.03% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | +0.01% | +3.14% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.01% | +3.08% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.16% | -0.31% | +2.27% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.07% | +5.07% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.00% | -0.05% | -3.65% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.14% | +3.95% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.14% | -0.15% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.90% | -0.10% | +3.27% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.85% | — | +6.55% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.03% | +4.73% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | +0.04% | -3.62% | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.08% | +3.28% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | — | — | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.07% | +29.11% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.71% | -0.08% | -4.45% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.03% | +3.20% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.04% | +5.94% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.06% | +5.54% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.67% | +0.02% | +1.75% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.11% | +6.08% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | -0.03% | +4.55% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.08% | +4.01% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | — | +1.52% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.61% | -0.03% | +3.63% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | -0.01% | +33.78% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.05% | -3.93% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.57% | -0.18% | -3.40% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | +0.01% | +2.74% |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $509.3M across 226 disclosed positions in Q1 2025.
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 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $19.9M
During Q1 2025, Aries Wealth Management's top holdings by market value included AAPL (5.4%)、VUG (3.8%)、MSFT (3.6%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q1 2025, Aries Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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