AW

Aries Wealth Management

13F
Aries Wealth Management
Last update 2025-04-17 226 Stocks (14 new)
Value $368.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(5.42%)VUG(3.77%)MSFT(3.63%)SPY(3.04%)VO(2.92%)
Summary Stock Picks Current Portfolio
Aries Wealth Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
89,798
19,946.8
-1.86%
5.420
-0.12%
0.000
+2.98%
-14.22%
3,200,756.5
Hardware
VUG
Vanguard Growth ETF
37,475
13,896.5
+1.05%
3.770
+0.04%
0.010
+22.00%
+10.40%
165,981.1
 
MSFT
Microsoft Corp
35,570
13,352.7
+2.49%
3.630
+0.09%
0.000
+32.38%
+21.88%
3,803,678.6
Software
SPY
SPDR S&P 500 ETF Trust
19,985
11,179.4
+2.92%
3.040
+0.09%
0.000
+16.51%
+9.00%
655,228.1
 
VO
Vanguard Mid-Cap ETF
41,511
10,735.6
+0.26%
2.920
+0.01%
0.010
+13.68%
+9.83%
80,683.0
 
EFA
iShares MSCI EAFE ETF
130,403
10,657.8
+11.11%
2.890
+0.29%
0.020
+10.51%
+22.43%
65,619.2
 
VB
Vanguard Small Cap ETF
47,995
10,642.9
+0.67%
2.890
+0.02%
0.020
+14.53%
+3.04%
61,767.6
 
AMZN
Amazon.com Inc
41,828
7,958.2
+3.57%
2.160
+0.07%
0.000
+24.35%
+5.73%
2,462,671.0
Retail - Cyclical
SDY
SPDR Dividend ETF
52,313
7,097.8
-0.29%
1.930
-0.01%
0.040
+7.74%
+7.08%
20,453.7
 
XOM
Exxon Mobil Corp
58,645
6,974.6
+29.11%
1.890
+0.43%
0.000
+2.78%
+4.72%
476,796.9
Oil & Gas

Aries Wealth Management's Historical Top Holdings Breakdowns

Aries Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.43%
●
105.44 ($110.59) 118.93
$110.64
0.04%
Add 29.11%
58,645
13,222
TREX
Trex Co Inc
2025-03-31
Sold Out
Sold Out
-0.33%
●
54 ($64.97) 74.44
$67.09
3.26%
Sold Out
0
-17,200
EFA
iShares MSCI EAFE ETF
2025-03-31
Add
Add
+0.29%
●
74.85 ($80.6) 84.89
$90.99
12.89%
Add 11.11%
130,403
13,040
ITW
Illinois Tool Works Inc
2025-03-31
Reduce
Reduce
-0.21%
●
244.9 ($256.96) 274.48
$261.77
1.87%
Reduce -32.57%
6,310
-3,048
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+0.19%
●
63.17 ($72.04) 81.49
$91.34
26.79%
New holding
9,818
9,818
EEM
iShares MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.18%
●
40.81 ($43.44) 45.34
$49.66
14.31%
Add 14.11%
124,759
15,427
BTC
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
2025-03-31
Add
Add
+0.17%
●
34.99 ($41.26) 47.08
$52.73
27.81%
Add 120.06%
31,849
17,376
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.17%
●
81.83 ($82.24) 82.73
$82.52
0.34%
Add 29.11%
33,690
7,595
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.15%
●
47.4 ($50.6) 52.99
$58.16
14.93%
Add 33.78%
42,930
10,840
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.12%
●
209.68 ($231.67) 247.1
$214.24
-7.52%
Reduce -1.86%
89,798
-1,701

Aries Wealth Management Total Holding History ($B)

To

Aries Wealth Management's Asset Allocation

To

Aries Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Aries Wealth Management's Hypothetical Growth since 2025-03-31

Aries Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Aries Wealth Management's Holdings Heat Map

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Aries Wealth Management's Holdings Bubble Chart

Aries Wealth Management News

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