Aries Wealth Management
Latest statistics and disclosures from Aries Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VUG, SPY, EFA, and represent 21.25% of Aries Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, EFA, VTV, VB, EEM, GDLC, JMST, MHK, ISTB, BX.
- Started 15 new stock positions in BX, NIO, JMST, ESGD, GDLC, Blackrock Etf Trust, DE, GEHC, MHK, PWR. VGT, GPC, BWXT, HXL, ISTB.
- Reduced shares in these 10 stocks: NVDA, , META, AAPL, AVGO, USMV, BMY, ABBV, DHR, VEU.
- Sold out of its position in ZTS.
- Aries Wealth Management was a net buyer of stock by $11M.
- Aries Wealth Management has $423M in assets under management (AUM), dropping by 10.44%.
- Central Index Key (CIK): 0001729515
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Portfolio Holdings for Aries Wealth Management
Aries Wealth Management holds 231 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $22M | 88k | 254.63 |
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| Microsoft Corporation (MSFT) | 4.4 | $18M | 36k | 517.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.3 | $18M | 38k | 479.61 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $16M | +25% | 24k | 666.18 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.5 | $15M | +8% | 157k | 93.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $13M | +3% | 52k | 254.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $12M | 41k | 293.74 |
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| Amazon (AMZN) | 2.2 | $9.4M | 43k | 219.57 |
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| Caterpillar (CAT) | 2.0 | $8.6M | 18k | 477.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $7.9M | 33k | 243.10 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.9 | $7.8M | +6% | 147k | 53.40 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 1.7 | $7.2M | 51k | 140.05 |
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| Meta Platforms Cl A (META) | 1.7 | $7.0M | -2% | 9.6k | 734.38 |
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| Vanguard Index Fds Value Etf (VTV) | 1.5 | $6.5M | +8% | 35k | 186.49 |
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| Home Depot (HD) | 1.4 | $6.1M | 15k | 405.18 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.4 | $5.8M | 15k | 378.94 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $5.5M | 18k | 315.43 |
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| Wal-Mart Stores (WMT) | 1.3 | $5.5M | 54k | 103.06 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 1.2 | $5.2M | 204k | 25.42 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $5.0M | 45k | 112.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $5.0M | 14k | 355.47 |
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| Johnson & Johnson (JNJ) | 1.1 | $4.7M | 26k | 185.42 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $4.7M | 24k | 194.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $4.6M | 14k | 328.17 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.1 | $4.6M | 51k | 88.96 |
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| Visa Com Cl A (V) | 1.1 | $4.5M | 13k | 341.38 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $3.6M | 47k | 76.40 |
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| Spdr Series Trust Bloomberg Invt (FLRN) | 0.8 | $3.5M | +3% | 115k | 30.86 |
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| Costco Wholesale Corporation (COST) | 0.8 | $3.5M | +5% | 3.8k | 925.63 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $3.5M | +6% | 42k | 82.96 |
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| Procter & Gamble Company (PG) | 0.8 | $3.4M | 22k | 153.65 |
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| Eli Lilly & Co. (LLY) | 0.8 | $3.3M | +5% | 4.4k | 763.00 |
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| International Business Machines (IBM) | 0.8 | $3.2M | 11k | 282.16 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.7 | $3.0M | 21k | 138.24 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $3.0M | 35k | 84.11 |
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| Abbvie (ABBV) | 0.7 | $3.0M | -3% | 13k | 231.54 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $2.9M | -5% | 31k | 95.14 |
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| Waste Management (WM) | 0.7 | $2.8M | 13k | 220.83 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $2.6M | 50k | 53.03 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $2.4M | 5.0k | 485.02 |
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| Abbott Laboratories (ABT) | 0.6 | $2.3M | 17k | 133.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $2.3M | +2% | 3.8k | 612.38 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.3M | +7% | 42k | 54.18 |
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| Automatic Data Processing (ADP) | 0.5 | $2.2M | 7.6k | 293.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $2.2M | +2% | 22k | 100.25 |
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| Merck & Co (MRK) | 0.5 | $2.2M | 26k | 83.93 |
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| Pepsi (PEP) | 0.5 | $2.1M | 15k | 140.44 |
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| Ge Aerospace Com New (GE) | 0.5 | $2.1M | 7.0k | 300.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.1M | 3.5k | 600.37 |
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| Chubb (CB) | 0.5 | $2.1M | 7.4k | 282.25 |
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| IDEXX Laboratories (IDXX) | 0.5 | $2.1M | +2% | 3.2k | 638.89 |
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| TJX Companies (TJX) | 0.5 | $2.1M | 14k | 144.54 |
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| Agnico (AEM) | 0.5 | $2.0M | 12k | 168.56 |
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| Oracle Corporation (ORCL) | 0.5 | $1.9M | 6.9k | 281.24 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.9M | -10% | 10k | 186.58 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.4 | $1.9M | +8% | 38k | 50.63 |
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| Blackrock (BLK) | 0.4 | $1.9M | +4% | 1.6k | 1165.87 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.9M | +4% | 11k | 167.33 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.9M | 23k | 79.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.9M | 31k | 59.92 |
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| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.4 | $1.8M | +9% | 47k | 39.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.8M | +6% | 3.5k | 502.74 |
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| McDonald's Corporation (MCD) | 0.4 | $1.7M | 5.7k | 303.89 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.7M | +4% | 33k | 50.73 |
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| Metropcs Communications (TMUS) | 0.4 | $1.6M | 6.8k | 239.38 |
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| Illinois Tool Works (ITW) | 0.4 | $1.6M | 6.1k | 260.76 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $1.6M | +2% | 31k | 50.63 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.4 | $1.5M | 55k | 27.97 |
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| Chevron Corporation (CVX) | 0.4 | $1.5M | +6% | 9.9k | 155.29 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.5M | 6.1k | 246.60 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.5M | 6.8k | 215.79 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.3 | $1.4M | 23k | 61.17 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.4M | 18k | 78.91 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.4M | -4% | 20k | 71.37 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.3 | $1.4M | +4% | 14k | 99.81 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.4M | 16k | 87.31 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $1.3M | 15k | 89.77 |
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| Broadcom (AVGO) | 0.3 | $1.3M | -12% | 3.9k | 329.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | 5.1k | 243.55 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.2M | +6% | 6.8k | 183.73 |
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| Ge Vernova (GEV) | 0.3 | $1.2M | 2.0k | 614.90 |
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| Kkr & Co (KKR) | 0.3 | $1.2M | 9.4k | 129.95 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.3 | $1.2M | 35k | 34.27 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.1M | 4.8k | 236.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.1M | 6.0k | 189.70 |
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| Linde SHS (LIN) | 0.3 | $1.1M | 2.4k | 475.00 |
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| Colgate-Palmolive Company (CL) | 0.3 | $1.1M | +2% | 14k | 79.94 |
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| Lowe's Companies (LOW) | 0.3 | $1.1M | 4.5k | 251.31 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | -2% | 15k | 75.49 |
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| Rocket Lab Corp (RKLB) | 0.3 | $1.1M | -5% | 23k | 47.91 |
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| Uber Technologies (UBER) | 0.3 | $1.1M | 11k | 97.97 |
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| Cigna Corp (CI) | 0.3 | $1.1M | 3.8k | 288.25 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | 1.9k | 568.81 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.1M | 3.8k | 281.86 |
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| Cisco Systems (CSCO) | 0.3 | $1.1M | 16k | 68.42 |
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| Independent Bank (INDB) | 0.2 | $1.0M | 15k | 69.17 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $998k | 13k | 79.80 |
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| McKesson Corporation (MCK) | 0.2 | $933k | 1.2k | 772.54 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $915k | 4.4k | 209.34 |
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| Kla Corp Com New (KLAC) | 0.2 | $907k | 841.00 | 1078.60 |
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| Impinj (PI) | 0.2 | $904k | 5.0k | 180.75 |
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| 3M Company (MMM) | 0.2 | $885k | 5.7k | 155.18 |
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| Emerson Electric (EMR) | 0.2 | $875k | -2% | 6.7k | 131.18 |
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| Walt Disney Company (DIS) | 0.2 | $838k | 7.3k | 114.50 |
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| Coca-Cola Company (KO) | 0.2 | $808k | 12k | 66.32 |
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| Pfizer (PFE) | 0.2 | $801k | +3% | 31k | 25.48 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $773k | 3.8k | 201.53 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $765k | 12k | 62.47 |
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| Eaton Corp SHS (ETN) | 0.2 | $758k | 2.0k | 374.25 |
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| Travelers Companies (TRV) | 0.2 | $742k | 2.7k | 279.22 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $735k | 11k | 65.01 |
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| Williams-Sonoma (WSM) | 0.2 | $715k | 3.7k | 195.45 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $710k | -3% | 9.2k | 76.72 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $709k | 6.4k | 110.49 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.2 | $700k | 6.0k | 117.04 |
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| American Express Company (AXP) | 0.2 | $689k | 2.1k | 332.16 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $681k | 4.9k | 139.17 |
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| Honeywell International (HON) | 0.2 | $681k | 3.2k | 210.50 |
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| salesforce (CRM) | 0.2 | $679k | +26% | 2.9k | 237.00 |
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| Monster Beverage Corp (MNST) | 0.2 | $653k | 9.7k | 67.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $631k | 943.00 | 669.30 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $623k | +10% | 1.8k | 352.75 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $609k | 2.4k | 253.93 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $607k | 3.8k | 159.89 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $591k | 7.9k | 74.37 |
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| Shell Spon Ads (SHEL) | 0.1 | $590k | -9% | 8.2k | 71.53 |
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| Netflix (NFLX) | 0.1 | $578k | 482.00 | 1198.92 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $564k | 1.2k | 468.41 |
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| State Street Corporation (STT) | 0.1 | $554k | 4.8k | 116.01 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $543k | +10% | 7.5k | 72.77 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $536k | -11% | 6.0k | 89.34 |
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| O'reilly Automotive (ORLY) | 0.1 | $535k | 5.0k | 107.81 |
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| Ameriprise Financial (AMP) | 0.1 | $531k | 1.1k | 491.25 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $530k | 5.0k | 106.49 |
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| Hubbell (HUBB) | 0.1 | $528k | 1.2k | 430.31 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $526k | 2.5k | 206.91 |
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| Goldman Sachs (GS) | 0.1 | $513k | 644.00 | 796.35 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $509k | 8.5k | 59.91 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $506k | 7.7k | 65.92 |
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| Bristol Myers Squibb (BMY) | 0.1 | $500k | -19% | 11k | 45.10 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $497k | 2.2k | 227.73 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $492k | 9.1k | 53.87 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $491k | 5.0k | 98.59 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $490k | 5.8k | 84.83 |
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| Axsome Therapeutics (AXSM) | 0.1 | $486k | 4.0k | 121.45 |
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| United Rentals (URI) | 0.1 | $477k | 500.00 | 954.66 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $462k | 7.1k | 65.26 |
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| Hartford Financial Services (HIG) | 0.1 | $461k | 3.5k | 133.39 |
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| Constellation Energy (CEG) | 0.1 | $460k | 1.4k | 329.07 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $458k | 7.2k | 63.83 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $458k | -2% | 7.7k | 59.69 |
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| Unum (UNM) | 0.1 | $455k | 5.8k | 77.78 |
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| Danaher Corporation (DHR) | 0.1 | $448k | -17% | 2.3k | 198.26 |
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| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.1 | $436k | 1.6k | 272.23 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $428k | +18% | 2.4k | 178.73 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $427k | 7.1k | 60.03 |
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| Ecolab (ECL) | 0.1 | $424k | 1.5k | 273.86 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $414k | +39% | 7.0k | 58.85 |
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| Xylem (XYL) | 0.1 | $413k | 2.8k | 147.50 |
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| Kodiak Sciences (KOD) | 0.1 | $409k | 25k | 16.37 |
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| MercadoLibre (MELI) | 0.1 | $409k | 175.00 | 2336.94 |
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| Republic Services (RSG) | 0.1 | $407k | 1.8k | 229.48 |
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| Phillips 66 (PSX) | 0.1 | $404k | 3.0k | 136.02 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $402k | -6% | 3.0k | 133.90 |
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| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.1 | $389k | NEW | 7.0k | 55.90 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $387k | 3.2k | 119.51 |
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| AFLAC Incorporated (AFL) | 0.1 | $376k | 3.4k | 111.70 |
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| Intel Corporation (INTC) | 0.1 | $373k | 11k | 33.55 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $373k | 748.00 | 499.21 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $360k | 7.5k | 47.72 |
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| FedEx Corporation (FDX) | 0.1 | $354k | 1.5k | 235.81 |
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| UnitedHealth (UNH) | 0.1 | $353k | -6% | 1.0k | 345.30 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $352k | +3% | 24k | 14.93 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $352k | 464.00 | 758.15 |
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| ConocoPhillips (COP) | 0.1 | $352k | 3.7k | 94.59 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $351k | 1.5k | 239.64 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $340k | 2.7k | 124.34 |
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| Nucor Corporation (NUE) | 0.1 | $333k | 2.5k | 135.43 |
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| Dbx Etf Tr Xtrckr Rusl 1000 (QARP) | 0.1 | $329k | 5.8k | 57.07 |
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| Coupang Cl A (CPNG) | 0.1 | $327k | +9% | 10k | 32.20 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $315k | 2.5k | 125.95 |
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| Dbx Etf Tr Xtrackers Msci (EASG) | 0.1 | $315k | 9.1k | 34.65 |
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| Stryker Corporation (SYK) | 0.1 | $299k | 810.00 | 369.67 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $299k | 3.4k | 87.21 |
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| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.1 | $294k | 5.0k | 58.93 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $291k | 2.4k | 118.83 |
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| Allstate Corporation (ALL) | 0.1 | $290k | 1.4k | 214.65 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $289k | +26% | 645.00 | 447.23 |
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| Sherwin-Williams Company (SHW) | 0.1 | $284k | 821.00 | 346.26 |
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| Williams Companies (WMB) | 0.1 | $283k | 4.5k | 63.35 |
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| Church & Dwight (CHD) | 0.1 | $281k | -9% | 3.2k | 87.63 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $277k | NEW | 5.4k | 51.04 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $277k | 2.8k | 100.20 |
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| Constellation Brands Cl A (STZ) | 0.1 | $276k | 2.0k | 134.67 |
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| Toast Cl A (TOST) | 0.1 | $274k | 7.5k | 36.51 |
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| Crown Castle Intl (CCI) | 0.1 | $273k | 2.8k | 96.49 |
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| Morgan Stanley Com New (MS) | 0.1 | $271k | 1.7k | 158.96 |
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| Dell Technologies CL C (DELL) | 0.1 | $267k | 1.9k | 141.77 |
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| Intuit (INTU) | 0.1 | $265k | 388.00 | 682.91 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $262k | 2.2k | 118.37 |
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| Paychex (PAYX) | 0.1 | $259k | 2.0k | 126.76 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $259k | 6.1k | 42.37 |
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| Mohawk Industries (MHK) | 0.1 | $258k | NEW | 2.0k | 128.92 |
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| Amgen (AMGN) | 0.1 | $253k | 898.00 | 282.20 |
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| Qualcomm (QCOM) | 0.1 | $251k | -10% | 1.5k | 166.36 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $245k | 500.00 | 490.38 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $237k | 605.00 | 391.64 |
|
|
| Altria (MO) | 0.1 | $236k | 3.6k | 66.06 |
|
|
| Textron (TXT) | 0.1 | $234k | 2.8k | 84.49 |
|
|
| Spdr Series Trust S&p Kensho New (KOMP) | 0.1 | $233k | 3.7k | 62.26 |
|
|
| Verastem Com New (VSTM) | 0.1 | $232k | +10% | 26k | 8.83 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $231k | NEW | 4.7k | 48.84 |
|
| Rockwell Automation (ROK) | 0.1 | $231k | 660.00 | 349.53 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $230k | 4.7k | 49.01 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $228k | NEW | 1.3k | 170.85 |
|
| Genuine Parts Company (GPC) | 0.1 | $227k | NEW | 1.6k | 138.60 |
|
| Wells Fargo & Company (WFC) | 0.1 | $226k | 2.7k | 83.82 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $225k | NEW | 2.4k | 92.98 |
|
| American Electric Power Company (AEP) | 0.1 | $225k | 2.0k | 112.50 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $225k | 3.8k | 59.70 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $224k | NEW | 300.00 | 746.63 |
|
| Hexcel Corporation (HXL) | 0.1 | $220k | NEW | 3.5k | 62.70 |
|
| Deere & Company (DE) | 0.1 | $219k | NEW | 479.00 | 457.26 |
|
| Blackrock Etf Trust Dynamic Eqty Act | 0.1 | $217k | NEW | 8.6k | 25.31 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $214k | 3.2k | 67.07 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $211k | NEW | 1.1k | 184.37 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $206k | NEW | 2.7k | 75.10 |
|
| Quanta Services (PWR) | 0.0 | $203k | NEW | 490.00 | 414.42 |
|
| Nio Spon Ads (NIO) | 0.0 | $76k | NEW | 10k | 7.62 |
|
| Editas Medicine (EDIT) | 0.0 | $43k | -7% | 13k | 3.47 |
|
| Tscan Therapeutics (TCRX) | 0.0 | $18k | 10k | 1.82 |
|
Past Filings by Aries Wealth Management
SEC 13F filings are viewable for Aries Wealth Management going back to 2017
- Aries Wealth Management 2025 Q3 filed Nov. 10, 2025
- Aries Wealth Management 2025 Q2 filed July 28, 2025
- Aries Wealth Management 2025 Q1 filed April 17, 2025
- Aries Wealth Management 2024 Q4 filed Jan. 30, 2025
- Aries Wealth Management 2024 Q3 filed Oct. 31, 2024
- Aries Wealth Management 2024 Q2 filed July 25, 2024
- Aries Wealth Management 2024 Q1 filed May 3, 2024
- Aries Wealth Management 2023 Q4 filed Jan. 10, 2024
- Aries Wealth Management 2023 Q3 filed Oct. 19, 2023
- Aries Wealth Management 2023 Q2 filed July 14, 2023
- Aries Wealth Management 2023 Q1 filed April 11, 2023
- Aries Wealth Management 2022 Q4 filed Jan. 19, 2023
- Aries Wealth Management 2022 Q3 filed Nov. 2, 2022
- Aries Wealth Management 2022 Q2 filed July 27, 2022
- Aries Wealth Management 2021 Q4 restated filed June 6, 2022
- Aries Wealth Management 2022 Q1 filed April 25, 2022