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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 $382,677,093
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 88,422 $18,141,542 4.74%
2.
Microsoft Corp
 MSFT 35,219 $17,518,359 4.58%
3.
Vanguard Index Fds - GROWTH ETF
 37,978 $16,649,555 4.35%
4.
Ishares Trust
 VLUE 144,339 $12,902,463 3.37%
5.
Spdr S & P 500 Etf Trust
 SPY 19,344 $11,951,690 3.12%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)