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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 $363,208,462
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 91,499 $22,913,180 6.3%
2.
Vanguard Index Fds - GROWTH ETF
 37,086 $15,221,578 4.19%
3.
Microsoft Corp
 MSFT 34,705 $14,628,222 4.02%
4.
Vanguard Index Fds - SMALL CP ETF
 47,674 $11,455,109 3.15%
5.
Spdr S & P 500 Etf Trust
 SPY 19,418 $11,380,501 3.13%
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)