Aries Wealth Management Portfolio Holdings
Q3 2025•230 long positions•$422.4M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding231 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $22.3M 5.29% | -$188.9K Sold | 0.001% 87.7K shares | 88.4K → 87.7K −$188.9K | -0.84% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $18.4M 4.36% | +$173.0K Bought | 0.0% 35.6K shares | 35.2K → 35.6K +$173.0K | +0.95% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $18.2M 4.32% | +$18.7K Bought | — 38.0K shares | 38.0K → 38.0K +$18.7K | +0.1% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.2M 3.84% | +$3.3M Bought | — 24.3K shares | 19.3K → 24.3K +$3.3M | +25.74% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $14.6M 3.46% | +$1.1M Bought | — 156.5K shares | 144.3K → 156.5K +$1.1M | +8.45% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $13.3M 3.14% | +$474.7K Bought | — 52.1K shares | 50.3K → 52.1K +$474.7K | +3.71% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $12.1M 2.85% | +$110.7K Bought | — 41.1K shares | 40.7K → 41.1K +$110.7K | +0.93% | — — | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $9.4M 2.22% | +$15.4K Bought | 0.0% 42.8K shares | 42.7K → 42.8K +$15.4K | +0.16% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
Agricultural - Machinery Industrials | $8.6M 2.03% | +$39.6K Bought | 0.004% 18.0K shares | 17.9K → 18.0K +$39.6K | +0.46% | $223.53B Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $7.9M 1.88% | -$17.5K Sold | 0.0% 32.7K shares | 32.7K → 32.7K −$17.5K | -0.22% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $7.8M 1.85% | +$454.6K Bought | — 146.5K shares | 137.9K → 146.5K +$454.6K | +6.17% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $7.2M 1.71% | — | — 51.4K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $7.0M 1.66% | -$192.4K Sold | 0.0% 9.6K shares | 9.8K → 9.6K −$192.4K | -2.67% | $1.84T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.5M 1.54% | +$530.4K Bought | — 34.8K shares | 31.9K → 34.8K +$530.4K | +8.91% | — — | Q3 2023 Held for 2y 2m | |
Home Improvement Consumer Cyclical | $6.1M 1.45% | +$66.4K Bought | 0.002% 15.1K shares | 15.0K → 15.1K +$66.4K | +1.1% | $403.32B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.8M 1.37% | — | — 15.3K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
Banks - Diversified Financial Services | $5.5M 1.31% | +$101.6K Bought | 0.001% 17.6K shares | 17.2K → 17.6K +$101.6K | +1.87% | $867.35B Mega Cap | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $5.5M 1.31% | +$7.2K Bought | 0.001% 53.7K shares | 53.6K → 53.7K +$7.2K | +0.13% | $821.68B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.2M 1.23% | -$16.5K Sold | — 204.3K shares | 204.9K → 204.3K −$16.5K | -0.32% | — — | Q2 2021 Held for 4y 5m | |
Oil & Gas Integrated Energy | $5.0M 1.19% | — | 0.001% 44.6K shares | — | — | $480.68B Mega Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $5.0M 1.18% | +$36.6K Bought | — 14.0K shares | 13.9K → 14.0K +$36.6K | +0.74% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $4.7M 1.12% | -$26.3K Sold | 0.001% 25.5K shares | 25.7K → 25.5K −$26.3K | -0.55% | $446.55B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.7M 1.12% | -$9.5K Sold | — 24.3K shares | 24.3K → 24.3K −$9.5K | -0.2% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $4.6M 1.1% | +$24.6K Bought | — 14.1K shares | 14.0K → 14.1K +$24.6K | +0.53% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.6M 1.08% | -$18.1K Sold | — 51.4K shares | 51.6K → 51.4K −$18.1K | -0.39% | — — | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $4.5M 1.07% | +$61.8K Bought | 0.001% 13.3K shares | 13.1K → 13.3K +$61.8K | +1.38% | $662.60B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.6M 0.857% | -$24.4K Sold | — 47.4K shares | 47.7K → 47.4K −$24.4K | -0.67% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.5M 0.838% | +$112.8K Bought | — 114.6K shares | 111.0K → 114.6K +$112.8K | +3.29% | — — | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $3.5M 0.826% | +$188.8K Bought | 0.001% 3.8K shares | 3.6K → 3.8K +$188.8K | +5.72% | $410.27B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.5M 0.82% | +$197.3K Bought | — 41.8K shares | 39.4K → 41.8K +$197.3K | +6.04% | — — | Q2 2021 Held for 4y 5m | |
Household & Personal Products Consumer Defensive | $3.4M 0.799% | -$6.9K Sold | 0.001% 22.0K shares | 22.0K → 22.0K −$6.9K | -0.2% | $359.62B Mega Cap | Q4 2017 Held for 7y 11m | |
Drug Manufacturers - General Healthcare | $3.3M 0.786% | +$183.9K Bought | 0.0% 4.4K shares | 4.1K → 4.4K +$183.9K | +5.86% | $684.00B Mega Cap | Q4 2017 Held for 7y 11m | |
Information Technology Services Technology | $3.2M 0.764% | — | 0.001% 11.4K shares | — | — | $262.84B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.0M 0.7% | +$42.6K Bought | — 21.4K shares | 21.1K → 21.4K +$42.6K | +1.46% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.0M 0.7% | +$2.0K Bought | — 35.1K shares | 35.1K → 35.1K +$2.0K | +0.07% | — — | Q3 2022 Held for 3y 2m | |
Drug Manufacturers - General Healthcare | $3.0M 0.699% | -$94.9K Sold | 0.001% 12.8K shares | 13.2K → 12.8K −$94.9K | -3.11% | $409.03B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.9M 0.69% | -$159.2K Sold | — 30.6K shares | 32.3K → 30.6K −$159.2K | -5.18% | — — | Q1 2019 Held for 6y 8m | |
Waste Management Industrials | $2.8M 0.655% | +$27.6K Bought | 0.003% 12.5K shares | 12.4K → 12.5K +$27.6K | +1.01% | $89.0B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.6M 0.626% | +$25.1K Bought | — 49.9K shares | 49.4K → 49.9K +$25.1K | +0.96% | — — | Q4 2017 Held for 7y 11m | |
Medical - Diagnostics & Research Healthcare | $2.4M 0.574% | -$41.7K Sold | 0.001% 5.0K shares | 5.1K → 5.0K −$41.7K | -1.69% | $183.15B Large Cap | Q4 2017 Held for 7y 11m | |
Medical - Devices Healthcare | $2.3M 0.553% | -$133.9 Sold | 0.001% 17.4K shares | 17.4K → 17.4K −$133.9 | -0.01% | $233.12B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.3M 0.552% | +$61.2K Bought | — 3.8K shares | 3.7K → 3.8K +$61.2K | +2.7% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.3M 0.539% | +$154.1K Bought | — 42.0K shares | 39.1K → 42.0K +$154.1K | +7.27% | — — | Q4 2017 Held for 7y 11m | |
Staffing & Employment Services Industrials | $2.2M 0.527% | -$293.5 Sold | 0.002% 7.6K shares | 7.6K → 7.6K −$293.5 | -0.01% | $118.89B Large Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.2M 0.523% | +$55.1K Bought | — 22.0K shares | 21.5K → 22.0K +$55.1K | +2.56% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $2.2M 0.517% | -$12.6K Sold | 0.001% 26.0K shares | 26.2K → 26.0K −$12.6K | -0.57% | $209.64B Mega Cap | Q4 2017 Held for 7y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.1M 0.509% | — | 0.001% 15.3K shares | — | — | $192.27B Large Cap | Q4 2017 Held for 7y 11m | |
Aerospace & Defense Industrials | $2.1M 0.5% | — | 0.001% 7.0K shares | — | — | $319.00B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.1M 0.499% | — | — 3.5K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
Insurance - Property & Casualty Financial Services | $2.1M 0.497% | — | 0.002% 7.4K shares | — | — | $112.53B Large Cap | Q4 2017 Held for 7y 11m |
