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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
XLY icon
176
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$351K 0.08%
2,930
– –
KMB icon
177
Kimberly-Clark
KMB
$37.6B
$340K 0.08%
2,732
– –
NUE icon
178
Nucor
NUE
$58.3B
$332K 0.08%
2,455
– –
QARP icon
179
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$75.9M
$329K 0.08%
5,769
-59
-1% -$3.27K
CPNG icon
180
Coupang
CPNG
$27.2B
$327K 0.08%
10,155
+915
+10% +$27.7K
IGM icon
181
iShares Expanded Tech Sector ETF
IGM
$9.57B
$315K 0.07%
2,500
– –
EASG icon
182
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$66.3M
$315K 0.07%
9,085
– –
SYK icon
183
Stryker
SYK
$135B
$299K 0.07%
810
– –
XLU icon
184
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$299K 0.07%
6,848
– –
LDEM icon
185
iShares ESG MSCI EM Leaders ETF
LDEM
$31.6M
$293K 0.07%
4,980
– –
IJR icon
186
iShares Core S&P Small-Cap ETF
IJR
$109B
$291K 0.07%
2,446
– –
ALL icon
187
Allstate
ALL
$70.6B
$290K 0.07%
1,350
– –
ISRG icon
188
Intuitive Surgical
ISRG
$127B
$288K 0.07%
645
+137
+27% +$65.7K
SHW icon
189
Sherwin-Williams
SHW
$84.8B
$284K 0.07%
821
-6
-0.7% -$2.12K
WMB icon
190
Williams Companies
WMB
$85.8B
$283K 0.07%
4,462
– –
CHD icon
191
Church & Dwight Co
CHD
$23.7B
$281K 0.07%
3,202
-325
-9% -$30.5K
JMST icon
192
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$277K 0.07%
+5,430
New +$277K
XBI icon
193
State Street SPDR S&P Biotech ETF
XBI
$10B
$277K 0.07%
2,760
– –
STZ icon
194
Constellation Brands
STZ
$22.5B
$276K 0.07%
2,049
– –
TOST icon
195
Toast
TOST
$18.9B
$274K 0.06%
7,510
– –
CCI icon
196
Crown Castle
CCI
$34.6B
$273K 0.06%
2,829
– –
MS icon
197
Morgan Stanley
MS
$319B
$271K 0.06%
1,707
-1
-0.1% -$148
DELL icon
198
Dell
DELL
$239B
$267K 0.06%
1,881
– –
INTU icon
199
Intuit
INTU
$91.1B
$265K 0.06%
388
– –
XLC icon
200
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$261K 0.06%
2,209
– –
6 7
8
9 10

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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
Machina Capital Paris, France $508M AUM 9.91% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
HIM
HughesLittle Investment Management Vancouver $511M AUM 24.72% 1-Year Est. Return

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.