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CIK: 0001729515
Total reported value
$509.3M
$509.3M
217 檔
15.2%
In Q2 2025, Aries Wealth Management's U.S. equity holdings reached a combined market value of $509.3M, distributed across 217 disclosed stock positions.
In Q2 2025, Aries Wealth Management adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.74% | +0.09% | -1.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.58% | -0.32% | -0.99% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.35% | +0.36% | +1.34% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.37% | +0.07% | +10.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.12% | +0.19% | -3.21% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.11% | +0.20% | +4.76% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.97% | +0.07% | -2.01% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | +0.03% | +2.08% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.17% | +3.87% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.82% | -0.15% | -1.69% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.82% | +0.92% | -0.56% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.74% | +0.25% | +10.57% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.23% | +1.05% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.48% | +0.13% | -2.43% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -0.05% | -1.02% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.40% | +0.03% | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.37% | -0.28% | -3.31% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.01% | -6.54% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -0.44% | -23.92% | |
| 20 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.25% | -0.10% | -1.79% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | +0.01% | +1.31% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.16% | +0.02% | -11.66% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.13% | -0.04% | -12.04% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.12% | +0.04% | +27.80% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.11% | -0.31% | -6.51% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.10% | -12.53% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.14% | -3.34% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.07% | -1.31% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.89% | -0.10% | +3.19% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | +0.03% | -6.15% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.85% | -0.07% | +16.94% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.14% | +0.86% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.79% | -0.05% | -17.43% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.76% | — | -8.66% | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 0.74% | -0.08% | +1.77% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.71% | +0.02% | +0.10% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.68% | -0.08% | -1.12% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.65% | -0.18% | +4.81% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | — | -1.13% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.08% | -0.09% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.61% | -0.03% | — | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.56% | -0.03% | -0.13% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | +0.01% | +4.45% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.05% | -11.29% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.04% | -7.89% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.54% | -0.06% | +2.21% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.11% | -1.86% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.11% | +6.30% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | -0.03% | +0.17% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.48% | -0.06% | -1.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | -0.99% | Trim |
| 2 | VUG | Vanguard Growth ETF | +0.6% | +1.34% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.5% | +10.69% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +3.87% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +27.80% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +2.08% | Add |
| 7 | EEM | Ishares Msci Emerging Market | +0.3% | +10.57% | Add |
| 8 | RKLB | Rocket Lab CORP | +0.2% | NEW | New buy |
| 9 | VB | Vanguard Small-cap ETF | +0.2% | +4.76% | Add |
| 10 | CAT | Caterpillar Inc | +0.2% | -0.56% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.05% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +2.61% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 14 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +8.85% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +16.94% | Add |
| 17 | GE | General Electric | +0.1% | — | Unchanged |
| 18 | IDXX | Idexx Laboratories Inc | +0.1% | +2.45% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.30% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -3.21% | Trim |
| 21 | IWV | Ishares Russell 3000 ETF | +0.1% | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -6.54% | Trim |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | +4.81% | Add |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +5.40% | Add |
| 25 | UBER | Uber Technologies Inc | +0.1% | +14.36% | Add |
| 26 | BLK | Blackrock Inc | +0.1% | +13.15% | Add |
| 27 | ETH | Grayscale Ethereum Staking M | +0.1% | +5.83% | Add |
| 28 | IBM | Intl Business Machines CORP | +0.1% | -6.15% | Trim |
| 29 | VO | Vanguard Mid-cap ETF | +0.1% | -2.01% | Trim |
| 30 | WMT | Walmart Inc | +0.1% | -3.31% | Trim |
| 31 | JMST | JPM Ultra-short Muni Income | -0.1% | EXIT | Sold out |
| 32 | XLP | Ss Consumer Staples Sel Sect | -0.1% | EXIT | Sold out |
| 33 | QDF | Flexshares Quality Dividend | -0.1% | EXIT | Sold out |
| 34 | PEP | Pepsico Inc | -0.1% | -1.86% | Trim |
| 35 | VGIT | Vanguard Intermediate-term T | -0.1% | -49.04% | Trim |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -25.64% | Trim |
| 37 | RKLB | Rocket Lab Corporation | -0.1% | EXIT | Sold out |
| 38 | ABBV | Abbvie Inc | -0.1% | -1.13% | Trim |
| 39 | XLI | Ss Industrial Select Sector | -0.1% | EXIT | Sold out |
| 40 | VEA | Vanguard Ftse Developed ETF | -0.1% | -27.79% | Trim |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.1% | +2.21% | Add |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | -12.04% | Trim |
| 43 | MRK | Merck & Co. Inc. | -0.2% | -7.89% | Trim |
| 44 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -17.43% | Trim |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.3% | -69.18% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -32.27% | Trim |
| 47 | JNJ | Johnson & Johnson | -0.3% | -12.53% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | -75.33% | Trim |
| 49 | XOM | Exxon Mobil CORP | -0.6% | -23.92% | Trim |
| 50 | AAPL | Apple Inc | -0.7% | -1.53% | Trim |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $509.3M across 217 disclosed positions in Q2 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, MSFT, VUG) accounted for 15.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
RKLB
市值: $883.8K
Top Position Liquidated / Trimmed
XLI
前期市值: $466.6K
During Q2 2025, Aries Wealth Management's top holdings by market value included AAPL (4.7%)、MSFT (4.6%)、VUG (4.3%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q2 2025, Aries Wealth Management made 46 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 5 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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