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AWM

Aries Wealth Management Portfolio holdings

AUM $509M
1-Year Est. Return 25.6%
This Fund
S&P 500
This Quarter Est. Return
+9.09%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$423M
AUM Growth
+$40M
Cap. Flow
+$10.2M
Cap. Flow %
2.41%
Top 10 Hldgs %
33.37%
Holding
232
New
15
Increased
53
Reduced
53
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.19M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11M
3
VTV icon
Vanguard Value ETF
VTV
+$515K
4
VB icon
Vanguard Small-Cap ETF
VB
+$463K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$428K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$218K
2
ZTS icon
Zoetis
ZTS
+$214K
3
META icon
Meta Platforms (Facebook)
META
+$195K
4
AVGO icon
Broadcom
AVGO
+$170K
5
AAPL icon
Apple
AAPL
+$168K

Sector Composition

Rank Sector Weight
1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHEL icon
126
Shell
SHEL
$244B
$590K 0.14%
8,249
-851
-9% -$61.3K
NFLX icon
127
Netflix
NFLX
$307B
$578K 0.14%
4,820
– –
IWF icon
128
iShares Russell 1000 Growth ETF
IWF
$117B
$564K 0.13%
4,820
– –
STT icon
129
State Street
STT
$48.4B
$554K 0.13%
4,779
– –
IAU icon
130
iShares Gold Trust
IAU
$62.8B
$543K 0.13%
7,467
+702
+10% +$45.8K
XLE icon
131
State Street Energy Select Sector SPDR ETF
XLE
$39B
$536K 0.13%
11,988
-1,500
-11% -$65.7K
ORLY icon
132
O'Reilly Automotive
ORLY
$75.1B
$535K 0.13%
4,965
– –
AMP icon
133
Ameriprise Financial
AMP
$47.8B
$531K 0.13%
1,081
-1
-0.1% -$513
MUB icon
134
iShares National Muni Bond ETF
MUB
$45.2B
$530K 0.13%
4,980
– –
HUBB icon
135
Hubbell
HUBB
$24.4B
$528K 0.12%
1,227
-1
-0.1% -$430
CHKP icon
136
Check Point Software Technologies
CHKP
$14.3B
$526K 0.12%
2,543
– –
GS icon
137
Goldman Sachs
GS
$289B
$513K 0.12%
644
– –
FTSM icon
138
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$509K 0.12%
8,500
– –
IEMG icon
139
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$506K 0.12%
7,673
– –
BMY icon
140
Bristol-Myers Squibb
BMY
$129B
$500K 0.12%
11,083
-2,611
-19% -$122K
NXPI icon
141
NXP Semiconductors
NXPI
$60.8B
$497K 0.12%
2,182
– –
XLF icon
142
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$492K 0.12%
9,137
– –
TDIV icon
143
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.05B
$490K 0.12%
4,975
– –
EFAV icon
144
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$490K 0.12%
5,776
– –
AXSM icon
145
Axsome Therapeutics
AXSM
$11.7B
$486K 0.11%
4,000
– –
URI icon
146
United Rentals
URI
$65.7B
$477K 0.11%
500
– –
IJH icon
147
iShares Core S&P Mid-Cap ETF
IJH
$121B
$461K 0.11%
7,071
– –
HIG icon
148
Hartford Financial Services
HIG
$39.9B
$461K 0.11%
3,456
– –
CEG icon
149
Constellation Energy
CEG
$92.1B
$460K 0.11%
1,399
– –
EEMV icon
150
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.36B
$457K 0.11%
7,167
– –
4 5
6
7 8

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PP
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MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
OA
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MC
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NIEF
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MCM
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HIM
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Aries Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Aries Wealth Management held 232 positions worth $423M, up 10% from $383M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Aries Wealth Management's Q3 2025 filing shows 15 new, 53 increased, 53 reduced and 1 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 6,958 shares worth $389K. The largest sale was NVIDIA, an estimated $218K.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Industrials and Healthcare.

  • Aries Wealth Management's largest Q3 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 6,958 shares worth $389K.
  • Aries Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $3.19M increase.
  • Aries Wealth Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $218K.
  • Aries Wealth Management fully exited Zoetis in Q3 2025, selling an estimated $214K.
  • Aries Wealth Management's ten largest holdings make up 33% of its $423M portfolio in Q3 2025.
  • Aries Wealth Management opened 15 new positions and closed 1 in Q3 2025.
  • Aries Wealth Management's portfolio value rose 10% quarter-over-quarter to $423M.

Based on Aries Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.