Long-term investor
Aries Wealth Management @arieswealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729515).
Record
- Tracked since 2025-06-30 (476 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days -8.6% · 6 months +3.4% · 1 year +17.7% · all +17.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.9% · long · since 2025-06-30
- 922908736 · 4.4% · long · since 2025-06-30
- 464287465 · 4.3% · long · since 2025-06-30
- 922908751 · 4.0% · long · since 2025-06-30
- 78462F103 · 3.9% · long · since 2025-06-30
- CAT · 3.7% · long · since 2025-06-30
- 922908629 · 3.1% · long · since 2025-06-30
- 46436E718 · 2.8% · long · since 2025-12-31
- 464287234 · 2.7% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30