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Home > Institutional Investor > Aries Wealth Management > Profile

Instuitional Investor - Aries Wealth Management

Fund Profile
Filing Period:
Fund Name: Aries Wealth Management
Portfolio Value $368,281,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 89,798 $19,946,830 5.42%
2.
Vanguard Index Fds - GROWTH ETF
 37,475 $13,896,480 3.77%
3.
Microsoft Corp
 MSFT 35,570 $13,352,680 3.63%
4.
Spdr S & P 500 Etf Trust
 SPY 19,985 $11,179,409 3.04%
5.
Vanguard Index Fds - MID CAP ETF
 41,511 $10,735,575 2.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)