Latest Aries Wealth Management Stock Portfolio
Aries Wealth Management Performance:
2025 Q3: 4.91%YTD: 126.45%2024: 11.51%
Performance for 2025 Q3 is 4.91%, and YTD is 126.45%, and 2024 is 11.51%.
About Aries Wealth Management and 13F Hedge Fund Stock Holdings
Aries Wealth Management is a hedge fund based in PORTLAND, ME. On 26-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $361.5 Millions. In it's latest 13F Holdings report, Aries Wealth Management reported an equity portfolio of $422.6 Millions as of 30 Sep, 2025.
The top stock holdings of Aries Wealth Management are AAPL, MSFT, VB. The fund has invested 5.3% of it's portfolio in APPLE INC and 4.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in BRISTOL-MYERS SQUIBB CO (BMY), DANAHER CORPORATION (DHR) and BROADCOM INC (AVGO). Aries Wealth Management opened new stock positions in GRAYSCALE COINDESK CRYPTO (GDLC), J P MORGAN EXCHANGE TRADED F (BBAX) and MOHAWK INDS INC (MHK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), INTUITIVE SURGICAL INC (ISRG) and SALESFORCE INC (CRM).
The top stock holdings of Aries Wealth Management are AAPL, MSFT, VB. The fund has invested 5.3% of it's portfolio in APPLE INC and 4.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in BRISTOL-MYERS SQUIBB CO (BMY), DANAHER CORPORATION (DHR) and BROADCOM INC (AVGO). Aries Wealth Management opened new stock positions in GRAYSCALE COINDESK CRYPTO (GDLC), J P MORGAN EXCHANGE TRADED F (BBAX) and MOHAWK INDS INC (MHK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), INTUITIVE SURGICAL INC (ISRG) and SALESFORCE INC (CRM).
Aries Wealth Management Annual Return Estimates Vs S&P 500
Our best estimate is that Aries Wealth Management made a return of 4.91% in the last quarter. In trailing 12 months, it's portfolio return was 125.84%.
New Buys
| Ticker | $ Bought |
|---|---|
| grayscale coindesk crypto | 388,952 |
| j p morgan exchange traded f | 277,147 |
| mohawk inds inc | 257,840 |
| ishares tr | 231,209 |
| blackstone inc | 227,743 |
| genuine parts co | 227,027 |
| ishares tr | 225,198 |
| vanguard world fd | 223,989 |
New stocks bought by Aries Wealth Management
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale fds | 39.09 |
| intuitive surgical inc | 26.97 |
| salesforce inc | 26.35 |
| spdr s&p 500 etf tr | 25.74 |
| alibaba group hldg ltd | 18.86 |
| adobe inc | 10.85 |
| verastem inc | 10.53 |
| ishares gold tr | 10.38 |
Additions to existing portfolio by Aries Wealth Management
Reductions
| Ticker | % Reduced |
|---|---|
| bristol-myers squibb co | -19.07 |
| danaher corporation | -17.27 |
| broadcom inc | -12.44 |
| select sector spdr tr | -11.12 |
| nvidia corporation | -10.88 |
| qualcomm inc | -10.01 |
| shell plc | -9.35 |
| church & dwight co inc | -9.21 |
Aries Wealth Management reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| zoetis inc | -214,431 |
Aries Wealth Management got rid off the above stocks
Sector Distribution
Aries Wealth Management has about 48.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 48.2 |
| Technology | 15.3 |
| Industrials | 6.7 |
| Healthcare | 6.3 |
| Financial Services | 5.5 |
| Consumer Cyclical | 5.4 |
| Communication Services | 4.6 |
| Consumer Defensive | 4.5 |
| Energy | 1.8 |
| Utilities | 1.2 |
Market Cap. Distribution
Aries Wealth Management has about 48.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 48.2 |
| MEGA-CAP | 31.4 |
| LARGE-CAP | 17.4 |
| MID-CAP | 2.1 |
Stocks belong to which Index?
About 50.1% of the stocks held by Aries Wealth Management either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 49.9 |
| S&P 500 | 47.5 |
| RUSSELL 2000 | 2.6 |
Aries Wealth Management Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Aries Wealth Management
Aries Wealth Management has 231 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Aries Wealth Management last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.28 | 87,680 | 22,326,000 | reduced | -0.84 | ||
| AAXJ | ishares tr | 0.70 | 21,382 | 2,955,850 | added | 1.46 | ||
| AAXJ | ishares tr | 0.63 | 49,862 | 2,644,180 | added | 0.96 | ||
| AAXJ | ishares tr | 0.17 | 11,302 | 734,743 | reduced | -0.57 | ||
| AAXJ | ishares tr | 0.17 | 6,414 | 708,683 | added | 1.18 | ||
| AAXJ | ishares tr | 0.12 | 4,980 | 530,320 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.09 | 3,238 | 386,973 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.70 | 12,757 | 2,953,760 | reduced | -3.11 | ||
| ABT | abbott labs | 0.55 | 17,428 | 2,334,310 | reduced | -0.01 | ||
| ACN | accenture plc ireland | 0.35 | 6,062 | 1,494,890 | reduced | -1.4 | ||
| ACSG | dbx etf tr | 0.08 | 5,769 | 329,237 | reduced | -1.01 | ||
| ACSG | dbx etf tr | 0.07 | 9,085 | 314,750 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.11 | 7,167 | 457,470 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.15 | 1,767 | 623,309 | added | 10.85 | ||
| ADP | automatic data processing in | 0.53 | 7,587 | 2,226,780 | reduced | -0.01 | ||
| AEP | american elec pwr co inc | 0.05 | 2,000 | 225,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.86 | 47,404 | 3,621,670 | reduced | -0.67 | ||
| AFL | aflac inc | 0.09 | 3,362 | 375,535 | unchanged | 0.00 | ||
| AGGH | simplify exchange traded fun | 0.36 | 55,091 | 1,540,900 | reduced | -0.7 | ||
| AGT | ishares tr | 0.05 | 2,422 | 225,198 | new | |||