Aries Wealth Management
RIA/Wealth
Aries Wealth Management is a RIA/Wealth based in Portland, ME led by Jason Gregory Viola, reporting $530.7M in AUM as of Q3 2025 with 44% ETF concentration.
Managing PartnerJason Gregory Viola
- Portfolio Value
- $422.4M
- Positions
- 230
- Top Holding
- AAPL at 5.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aries Wealth Management's portfolio (33.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $22.3M | 5.29% | -$188.9K Sold | 0.00% 87.7K shares | |
Software - Infrastructure Technology | $18.4M | 4.36% | +$173.0K Bought | 0.00% 35.6K shares | |
ETF ETF | $18.2M | 4.32% | +$18.7K Bought | — 38.0K shares | |
ETF ETF | $16.2M | 3.84% | +$3.3M Bought | — 24.3K shares | |
ETF ETF | $14.6M | 3.46% | +$1.1M Bought | — 156.5K shares | |
ETF ETF | $13.3M | 3.14% | +$474.7K Bought | — 52.1K shares | |
ETF ETF | $12.1M | 2.85% | +$110.7K Bought | — 41.1K shares | |
Specialty Retail Consumer Cyclical | $9.4M | 2.22% | +$15.4K Bought | 0.00% 42.8K shares | |
Agricultural - Machinery Industrials | $8.6M | 2.03% | +$39.6K Bought | 0.00% 18.0K shares | |
Internet Content & Information Communication Services | $7.9M | 1.88% | -$17.5K Sold | 0.00% 32.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aries Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+39.09% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-19.07% | |
-17.27% | |
-12.44% | |
-11.12% |
Analytics
Portfolio insights and performance metrics for Aries Wealth Management
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