Aries Wealth Management
Latest statistics and disclosures from Aries Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, MSFT, SPY, EFA, and represent 20.99% of Aries Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$6.7M), EFA, EEM, VTI, VB, SHY, VUG, VCIT, VO, VTV.
- Started 12 new stock positions in COR, FUBO, CGC, CMI, SGOV, GSOL, CPSH, TSLA, TTMI, ABTC. TTE, COTY.
- Reduced shares in these 10 stocks: TMUS, , CTA, LLY, AEM, STZ, NVDA, , TTD, GPC.
- Sold out of its positions in BWXT, CARR, STZ, DE, GEHC, GPC, ISTB, ESGD, TTD, Total.
- Aries Wealth Management was a net buyer of stock by $21M.
- Aries Wealth Management has $452M in assets under management (AUM), dropping by 6.86%.
- Central Index Key (CIK): 0001729515
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Portfolio Holdings for Aries Wealth Management
Aries Wealth Management holds 233 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $24M | 87k | 271.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $20M | +6% | 41k | 487.86 |
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| Microsoft Corporation (MSFT) | 3.8 | $17M | 36k | 483.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $17M | +3% | 25k | 681.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.8 | $17M | +12% | 177k | 96.03 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $15M | +11% | 58k | 257.95 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $13M | +8% | 45k | 290.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $10M | 33k | 313.00 |
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| Caterpillar (CAT) | 2.3 | $10M | 18k | 572.87 |
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| Amazon (AMZN) | 2.2 | $9.9M | 43k | 230.82 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.1 | $9.6M | +20% | 176k | 54.71 |
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| Vanguard Index Fds Value Etf (VTV) | 1.7 | $7.6M | +14% | 40k | 190.99 |
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| Spdr Series Trust State Street Spd (SDY) | 1.6 | $7.1M | 51k | 139.16 |
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| Meta Platforms Cl A (META) | 1.5 | $6.9M | +9% | 11k | 660.09 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.5 | $6.7M | NEW | 67k | 100.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $6.3M | +32% | 19k | 335.27 |
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| Wal-Mart Stores (WMT) | 1.3 | $6.1M | 55k | 111.41 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $5.9M | 15k | 386.85 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $5.7M | +3% | 15k | 396.31 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $5.6M | 17k | 322.22 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $5.4M | 45k | 120.34 |
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| Johnson & Johnson (JNJ) | 1.2 | $5.3M | 26k | 206.95 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 1.2 | $5.3M | 204k | 25.81 |
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| Home Depot (HD) | 1.1 | $5.2M | 15k | 344.09 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $4.8M | 24k | 198.62 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $4.7M | +36% | 57k | 82.82 |
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| Visa Com Cl A (V) | 1.0 | $4.6M | 13k | 350.71 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.0 | $4.5M | 50k | 89.43 |
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| Eli Lilly & Co. (LLY) | 1.0 | $4.4M | -6% | 4.1k | 1074.68 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $4.1M | 47k | 85.77 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.9 | $4.0M | +34% | 47k | 83.75 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.8 | $3.8M | +7% | 123k | 30.73 |
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| International Business Machines (IBM) | 0.8 | $3.4M | 12k | 296.21 |
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| Costco Wholesale Corporation (COST) | 0.7 | $3.4M | +3% | 3.9k | 862.34 |
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| Procter & Gamble Company (PG) | 0.7 | $3.1M | 22k | 143.31 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.7 | $3.0M | 22k | 141.49 |
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| Abbvie (ABBV) | 0.6 | $2.9M | 13k | 228.49 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $2.9M | 4.9k | 579.45 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $2.8M | 30k | 94.16 |
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| Waste Management (WM) | 0.6 | $2.7M | 12k | 219.71 |
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| Merck & Co (MRK) | 0.6 | $2.7M | 26k | 105.26 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $2.6M | 50k | 52.88 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $2.6M | +19% | 26k | 99.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.3M | -2% | 3.7k | 627.13 |
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| Chubb (CB) | 0.5 | $2.3M | 7.4k | 312.12 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.3M | 43k | 53.76 |
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| Abbott Laboratories (ABT) | 0.5 | $2.2M | +2% | 18k | 125.29 |
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| TJX Companies (TJX) | 0.5 | $2.2M | 15k | 153.61 |
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| Pepsi (PEP) | 0.5 | $2.2M | 15k | 143.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.2M | 3.5k | 614.31 |
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| Ge Aerospace Com New (GE) | 0.5 | $2.2M | 7.0k | 308.03 |
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| IDEXX Laboratories (IDXX) | 0.5 | $2.1M | -2% | 3.2k | 676.53 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.4 | $2.0M | +34% | 51k | 38.73 |
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| Automatic Data Processing (ADP) | 0.4 | $2.0M | 7.6k | 257.23 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.0M | -5% | 11k | 183.40 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.9M | 31k | 62.47 |
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| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.4 | $1.9M | +40% | 66k | 28.06 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.8M | 23k | 79.73 |
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| McDonald's Corporation (MCD) | 0.4 | $1.8M | 5.8k | 305.63 |
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| Agnico (AEM) | 0.4 | $1.7M | -14% | 10k | 169.53 |
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| Blackrock (BLK) | 0.4 | $1.7M | -2% | 1.6k | 1070.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | -5% | 3.3k | 502.65 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.7M | 33k | 50.59 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.6M | -14% | 8.8k | 186.50 |
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| Rocket Lab Corp (RKLB) | 0.4 | $1.6M | -2% | 23k | 69.76 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $1.6M | 32k | 49.46 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.3 | $1.5M | 23k | 65.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.5M | -5% | 4.9k | 313.80 |
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| Broadcom (AVGO) | 0.3 | $1.5M | +11% | 4.3k | 346.10 |
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| Illinois Tool Works (ITW) | 0.3 | $1.5M | 6.1k | 246.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.5M | 6.7k | 219.78 |
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| Chevron Corporation (CVX) | 0.3 | $1.5M | -2% | 9.6k | 152.41 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.4M | 20k | 73.56 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.4M | -12% | 5.3k | 268.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.4M | 16k | 89.46 |
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| Oracle Corporation (ORCL) | 0.3 | $1.4M | 7.0k | 194.91 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.4M | -4% | 17k | 78.81 |
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| Ge Vernova (GEV) | 0.3 | $1.3M | 2.0k | 653.57 |
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| Cisco Systems (CSCO) | 0.3 | $1.2M | 16k | 77.03 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.2M | +5% | 5.1k | 231.32 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.3 | $1.2M | +11% | 15k | 76.23 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.2M | 6.0k | 191.56 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | -5% | 14k | 80.28 |
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| Kkr & Co (KKR) | 0.3 | $1.1M | -5% | 8.9k | 127.48 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | -4% | 6.5k | 173.49 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.1M | 14k | 79.02 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | 1.9k | 570.88 |
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| Uber Technologies (UBER) | 0.2 | $1.1M | +18% | 14k | 81.71 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.2 | $1.1M | -26% | 40k | 27.26 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.1M | +100% | 7.6k | 143.97 |
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| Independent Bank (INDB) | 0.2 | $1.1M | 15k | 73.08 |
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| Lowe's Companies (LOW) | 0.2 | $1.1M | 4.5k | 241.16 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.1M | +102% | 10k | 107.11 |
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| Cigna Corp (CI) | 0.2 | $1.1M | 3.8k | 275.23 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $1.0M | 13k | 83.61 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.0M | 841.00 | 1215.08 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.0M | +262% | 20k | 50.94 |
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| Linde SHS (LIN) | 0.2 | $995k | -2% | 2.3k | 426.39 |
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| McKesson Corporation (MCK) | 0.2 | $991k | 1.2k | 820.29 |
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| Walt Disney Company (DIS) | 0.2 | $946k | +13% | 8.3k | 113.77 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $938k | -5% | 14k | 68.36 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $914k | 4.4k | 209.12 |
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| 3M Company (MMM) | 0.2 | $913k | 5.7k | 160.10 |
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| Emerson Electric (EMR) | 0.2 | $905k | +2% | 6.8k | 132.72 |
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| Impinj (PI) | 0.2 | $870k | 5.0k | 174.01 |
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| Astrazeneca Sponsored Adr | 0.2 | $867k | 9.4k | 91.93 |
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| Coca-Cola Company (KO) | 0.2 | $852k | 12k | 69.91 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.2 | $804k | -5% | 33k | 24.37 |
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| Netflix (NFLX) | 0.2 | $780k | +1626% | 8.3k | 93.76 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.2 | $778k | +10% | 7.1k | 110.15 |
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| American Express Company (AXP) | 0.2 | $776k | 2.1k | 369.95 |
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| Travelers Companies (TRV) | 0.2 | $771k | 2.7k | 290.06 |
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| salesforce (CRM) | 0.2 | $769k | 2.9k | 264.91 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $759k | 11k | 67.13 |
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| Pfizer (PFE) | 0.2 | $758k | -3% | 30k | 24.90 |
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| Monster Beverage Corp (MNST) | 0.2 | $744k | 9.7k | 76.67 |
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| Axsome Therapeutics (AXSM) | 0.2 | $731k | 4.0k | 182.64 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.2 | $725k | 6.0k | 121.27 |
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| Marsh & McLennan Companies | 0.2 | $710k | 3.8k | 185.52 |
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| Kodiak Sciences (KOD) | 0.2 | $699k | 25k | 27.96 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $688k | -9% | 4.4k | 154.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $680k | +5% | 992.00 | 684.94 |
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| Metropcs Communications (TMUS) | 0.1 | $663k | -52% | 3.3k | 203.04 |
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| Eaton Corp SHS (ETN) | 0.1 | $648k | 2.0k | 318.51 |
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| Williams-Sonoma (WSM) | 0.1 | $640k | -2% | 3.6k | 178.59 |
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| Honeywell International (HON) | 0.1 | $631k | 3.2k | 195.09 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $622k | 1.8k | 349.99 |
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| State Street Corporation (STT) | 0.1 | $617k | 4.8k | 129.01 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $611k | -7% | 11k | 53.83 |
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| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.1 | $603k | +109% | 15k | 41.32 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $602k | 3.7k | 161.63 |
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| Shell Spon Ads (SHEL) | 0.1 | $588k | -3% | 8.0k | 73.48 |
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| Bristol Myers Squibb (BMY) | 0.1 | $583k | -2% | 11k | 53.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $570k | 1.2k | 473.30 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $569k | -3% | 7.7k | 74.07 |
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| Goldman Sachs (GS) | 0.1 | $566k | 644.00 | 879.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $539k | -11% | 6.6k | 81.17 |
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| Hubbell (HUBB) | 0.1 | $536k | 1.2k | 444.11 |
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| Ameriprise Financial (AMP) | 0.1 | $530k | 1.1k | 490.34 |
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| Danaher Corporation (DHR) | 0.1 | $517k | 2.3k | 228.92 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $516k | 7.7k | 67.22 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $509k | 8.5k | 59.93 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $509k | +89% | 11k | 44.71 |
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| Constellation Energy (CEG) | 0.1 | $508k | +2% | 1.4k | 353.27 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $504k | 5.8k | 86.25 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $500k | 9.1k | 54.77 |
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| Totalenergies Se Act (TTE) | 0.1 | $486k | NEW | 7.4k | 65.39 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $482k | 5.0k | 96.84 |
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| Hartford Financial Services (HIG) | 0.1 | $476k | 3.5k | 137.80 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $474k | 2.2k | 217.06 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $473k | -8% | 2.8k | 171.18 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $472k | -30% | 1.7k | 281.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $467k | 7.1k | 66.00 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $463k | +12% | 7.9k | 58.73 |
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| O'reilly Automotive (ORLY) | 0.1 | $453k | 5.0k | 91.21 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $445k | +21% | 785.00 | 566.36 |
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| Unum (UNM) | 0.1 | $445k | 5.7k | 77.50 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $441k | -3% | 6.9k | 64.04 |
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| FedEx Corporation (FDX) | 0.1 | $433k | 1.5k | 288.86 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $417k | -2% | 7.0k | 59.93 |
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| Intel Corporation (INTC) | 0.1 | $411k | 11k | 36.90 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $408k | 464.00 | 878.96 |
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| Ecolab (ECL) | 0.1 | $407k | 1.5k | 262.52 |
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| United Rentals (URI) | 0.1 | $405k | 500.00 | 809.32 |
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| Nucor Corporation (NUE) | 0.1 | $400k | 2.5k | 163.11 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $393k | 6.1k | 64.42 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $387k | 3.2k | 119.35 |
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| Phillips 66 (PSX) | 0.1 | $384k | 3.0k | 129.04 |
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| Xylem (XYL) | 0.1 | $381k | 2.8k | 136.18 |
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| Republic Services (RSG) | 0.1 | $376k | 1.8k | 211.93 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $375k | -20% | 2.0k | 185.56 |
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| AFLAC Incorporated (AFL) | 0.1 | $371k | 3.4k | 110.27 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $362k | 748.00 | 483.67 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $356k | 2.4k | 146.58 |
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| MercadoLibre (MELI) | 0.1 | $353k | 175.00 | 2014.26 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $352k | 7.5k | 46.68 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $350k | +100% | 2.9k | 119.41 |
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| ConocoPhillips (COP) | 0.1 | $347k | 3.7k | 93.61 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $337k | 2.8k | 121.93 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $334k | -4% | 23k | 14.81 |
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| Spdr Series Trust State Street Spd (XNTK) | 0.1 | $334k | -25% | 1.2k | 277.88 |
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| Dbx Etf Tr Xtrckr Rusl 1000 (QARP) | 0.1 | $332k | -2% | 5.6k | 59.06 |
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| Dbx Etf Tr Xtrackers Msci (EASG) | 0.1 | $323k | 9.2k | 35.19 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $323k | 2.5k | 129.16 |
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| Morgan Stanley Com New (MS) | 0.1 | $303k | 1.7k | 177.53 |
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| Allstate Corporation (ALL) | 0.1 | $300k | +6% | 1.4k | 208.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $294k | 2.4k | 120.18 |
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| Amgen (AMGN) | 0.1 | $294k | 898.00 | 327.31 |
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| Williams Companies (WMB) | 0.1 | $291k | +8% | 4.8k | 60.11 |
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| Tesla Motors (TSLA) | 0.1 | $290k | NEW | 644.00 | 449.72 |
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| Stryker Corporation (SYK) | 0.1 | $285k | 810.00 | 351.47 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $276k | 2.7k | 100.89 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $274k | 605.00 | 453.36 |
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| Church & Dwight (CHD) | 0.1 | $269k | 3.2k | 83.85 |
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| Toast Cl A (TOST) | 0.1 | $267k | 7.5k | 35.51 |
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| Sherwin-Williams Company (SHW) | 0.1 | $266k | 821.00 | 324.03 |
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| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.1 | $265k | -8% | 4.6k | 58.11 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $265k | 3.2k | 83.00 |
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| Wells Fargo & Company (WFC) | 0.1 | $264k | +4% | 2.8k | 93.20 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $260k | 2.2k | 117.72 |
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| Hexcel Corporation (HXL) | 0.1 | $259k | 3.5k | 73.90 |
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| Qualcomm (QCOM) | 0.1 | $259k | 1.5k | 171.05 |
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| Intuit (INTU) | 0.1 | $257k | 388.00 | 662.42 |
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| UnitedHealth (UNH) | 0.1 | $257k | -23% | 778.00 | 330.11 |
|
| Rockwell Automation (ROK) | 0.1 | $257k | 660.00 | 389.07 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $251k | 2.8k | 88.87 |
|
|
| Spdr Series Trust State Street Spd (KOMP) | 0.1 | $245k | +9% | 4.1k | 59.73 |
|
| Coupang Cl A (CPNG) | 0.1 | $243k | 10k | 23.59 |
|
|
| Textron (TXT) | 0.1 | $242k | 2.8k | 87.17 |
|
|
| Cummins (CMI) | 0.1 | $237k | NEW | 465.00 | 510.45 |
|
| Dell Technologies CL C (DELL) | 0.1 | $237k | 1.9k | 125.88 |
|
|
| AmerisourceBergen (COR) | 0.1 | $236k | NEW | 700.00 | 337.75 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $235k | +60% | 5.5k | 42.69 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $234k | 500.00 | 468.76 |
|
|
| American Electric Power Company (AEP) | 0.1 | $231k | 2.0k | 115.31 |
|
|
| Paychex (PAYX) | 0.1 | $229k | 2.0k | 112.18 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $226k | 300.00 | 753.78 |
|
|
| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.0 | $220k | 8.6k | 25.61 |
|
|
| Quanta Services (PWR) | 0.0 | $220k | +6% | 521.00 | 422.06 |
|
| Mohawk Industries (MHK) | 0.0 | $219k | 2.0k | 109.30 |
|
|
| TTM Technologies (TTMI) | 0.0 | $216k | NEW | 3.1k | 69.00 |
|
| Altria (MO) | 0.0 | $206k | 3.6k | 57.66 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $206k | 1.3k | 154.14 |
|
|
| Verastem Com New (VSTM) | 0.0 | $203k | 26k | 7.72 |
|
|
| Cps Technologies (CPSH) | 0.0 | $136k | NEW | 44k | 3.09 |
|
| Grayscale Solana Tr Etf SHS (GSOL) | 0.0 | $104k | NEW | 12k | 9.10 |
|
| Coty Com Cl A (COTY) | 0.0 | $62k | NEW | 20k | 3.08 |
|
| Nio Spon Ads (NIO) | 0.0 | $51k | 10k | 5.10 |
|
|
| Editas Medicine (EDIT) | 0.0 | $26k | 13k | 2.05 |
|
|
| Fubotv Class A Com Shs (FUBO) | 0.0 | $25k | NEW | 10k | 2.52 |
|
| American Bitcoin Corp. Com Cl A (ABTC) | 0.0 | $17k | NEW | 10k | 1.70 |
|
| Canopy Growth Corp Com New (CGC) | 0.0 | $11k | NEW | 10k | 1.14 |
|
| Tscan Therapeutics (TCRX) | 0.0 | $10k | 10k | 1.00 |
|
Past Filings by Aries Wealth Management
SEC 13F filings are viewable for Aries Wealth Management going back to 2017
- Aries Wealth Management 2025 Q4 filed Jan. 30, 2026
- 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