Notify me when Aries Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 233 | $451,640,852 | +$28,642,582 | -$7,369,695 | +$21,272,887 | AAPL, VUG, MSFT, SPY, EFA | 13F-HR | 30 Jan 2026, 11:56 |
| Q3 2025 | 231 | $422,638,108 | +$12,675,318 | -$2,195,568 | +$10,479,750 | AAPL, MSFT, VUG, SPY, EFA | 13F-HR | 10 Nov 2025, 13:27 |
| Q2 2025 | 217 | $382,677,093 | +$9,599,365 | -$19,161,502 | -$9,562,137 | AAPL, MSFT, VUG, EFA, SPY | 13F-HR | 28 Jul 2025, 13:08 |
| Q1 2025 | 226 | $368,281,376 | +$18,227,865 | -$7,491,047 | +$10,736,818 | AAPL, VUG, MSFT, SPY, VO | 13F-HR | 16 Apr 2025, 21:54 |
| Q4 2024 | 223 | $363,208,462 | +$11,114,779 | -$9,832,611 | +$1,282,168 | AAPL, VUG, MSFT, VB, SPY | 13F-HR | 29 Jan 2025, 21:54 |
| Q3 2024 | 231 | $363,800,806 | +$31,720,938 | -$6,968,044 | +$24,752,894 | AAPL, MSFT, VUG, VB, VO | 13F-HR | 31 Oct 2024, 10:51 |
| Q2 2024 | 206 | $317,361,116 | +$10,562,851 | -$5,829,340 | +$4,733,511 | AAPL, MSFT, VUG, VB, VO | 13F-HR | 25 Jul 2024, 17:07 |
| Q1 2024 | 210 | $310,289,481 | +$15,945,518 | -$4,731,070 | +$11,214,448 | AAPL, MSFT, VUG, VB, VO | 13F-HR | 02 May 2024, 21:19 |
| Q4 2023 | 201 | $280,421,401 | +$13,723,027 | -$8,468,917 | +$5,254,110 | AAPL, MSFT, VB, VUG, VO | 13F-HR | 10 Jan 2024, 14:45 |
| Q3 2023 | 200 | $255,480,764 | +$11,937,251 | -$7,777,090 | +$4,160,161 | AAPL, MSFT, VB, VO, VUG | 13F-HR | 19 Oct 2023, 11:45 |
| Q2 2023 | 202 | $257,905,764 | +$5,032,705 | -$4,002,806 | +$1,029,899 | AAPL, MSFT, VB, VO, VUG | 13F-HR | 13 Jul 2023, 21:55 |
| Q1 2023 | 194 | $243,858,578 | +$7,755,894 | -$5,033,215 | +$2,722,679 | AAPL, MSFT, VB, VO, SDY | 13F-HR | 11 Apr 2023, 15:29 |
| Q4 2022 | 190 | $231,996,224 | +$9,978,247 | -$5,596,861 | +$4,381,386 | AAPL, MSFT, VB, VO, SDY | 13F-HR | 18 Jan 2023, 17:41 |
| Q3 2022 | 185 | $205,864,000 | +$12,510,502 | -$8,853,090 | +$3,657,412 | AAPL, MSFT, VB, VO, SDY | 13F-HR | 02 Nov 2022, 10:42 |
| Q2 2022 | 176 | $220,247,000 | +$210,839,474 | -$215,305,619 | -$4,466,145 | AAPL, SPTS, MSFT, VB, VO | 13F-HR | 27 Jul 2022, 09:01 |
| Q1 2022 | 73 | $231,003,000 | +$218,175,861 | -$246,629,573 | -$28,453,712 | ISTB, SCHM, IYR, AGG, IJR | 13F-HR | 22 Apr 2022, 20:00 |
| Q4 2021 | 190 | $262,422,000 | +$9,623,104 | -$4,363,926 | +$5,259,178 | AAPL, SPTS, MSFT, VB, VO | Restatement | 06 Jun 2022, 16:36 |
| Q3 2021 | 179 | $236,403,000 | +$7,717,997 | -$3,431,201 | +$4,286,796 | AAPL, SPTS, MSFT, VB, VO | 13F-HR | 12 Oct 2021, 21:48 |
| Q2 2021 | 183 | $233,791,000 | +$8,514,028 | -$3,342,927 | +$5,171,101 | SPTS, AAPL, MSFT, VB, VO | 13F-HR | 13 Jul 2021, 20:37 |
| Q1 2021 | 175 | $222,216,000 | +$14,721,761 | -$2,915,507 | +$11,806,254 | SPTS, AAPL, MSFT, VB, VO | 13F-HR | 20 Apr 2021, 15:26 |
| Q4 2020 | 164 | $199,042,000 | +$6,111,384 | -$2,295,624 | +$3,815,760 | SPTS, AAPL, MSFT, VB, VO | 13F-HR | 22 Jan 2021, 17:21 |
| Q3 2020 | 150 | $176,188,000 | +$16,302,833 | -$4,224,382 | +$12,078,451 | SPTS, AAPL, MSFT, VB, VO | 13F-HR | 14 Oct 2020, 12:26 |
| Q2 2020 | 145 | $163,826,000 | +$14,008,100 | -$4,309,800 | +$9,698,300 | SPTS, AAPL, MSFT, VO, VB | 13F-HR | 09 Jul 2020, 16:11 |
| Q1 2020 | 132 | $131,164,000 | +$4,937,254 | -$10,520,238 | -$5,582,984 | SPTS, AAPL, MSFT, JNJ, SDY | 13F-HR | 09 Apr 2020, 08:59 |
| Q4 2019 | 161 | $163,819,000 | +$5,156,663 | -$2,767,419 | +$2,389,244 | SPTS, AAPL, MSFT, VB, SDY | 13F-HR | 10 Jan 2020, 19:07 |
| Q3 2019 | 158 | $150,352,000 | +$12,259,013 | -$4,423,121 | +$7,835,892 | SPTS, AAPL, MSFT, VB, SDY | 13F-HR | 22 Oct 2019, 13:36 |
| Q2 2019 | 159 | $143,017,000 | +$7,998,585 | -$4,553,923 | +$3,444,662 | AAPL, MSFT, XOM, VB, VO | 13F-HR | 15 Jul 2019, 13:48 |
| Q1 2019 | 155 | $133,747,000 | +$30,835,698 | -$2,250,498 | +$28,585,200 | AAPL, XOM, MSFT, VB, JNJ | 13F-HR | 09 Apr 2019, 10:03 |
| Q4 2018 | 114 | $94,301,000 | +$4,652,300 | -$8,327,478 | -$3,675,178 | AAPL, VB, SDY, VO, MSFT | 13F-HR | 15 Jan 2019, 16:43 |
| Q3 2018 | 136 | $111,364,000 | +$3,817,263 | -$1,700,420 | +$2,116,843 | AAPL, VB, VO, XOM, SDY | 13F-HR | 14 Nov 2018, 12:09 |
| Q2 2018 | 135 | $107,176,000 | +$3,312,873 | -$3,329,910 | -$17,037 | AAPL, VB, XOM, VO, SDY | 13F-HR | 07 Aug 2018, 12:46 |
| Q1 2018 | 127 | $103,218,000 | +$4,660,674 | -$3,772,650 | +$888,024 | AAPL, VB, XOM, VO, IGSB | 13F-HR | 17 Apr 2018, 16:06 |
| Q4 2017 | 133 | $108,595,000 | $0 | $0 | $0 | AAPL, VB, XOM, IGSB, VO | 13F-HR | 05 Feb 2018, 10:39 |