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, VB, VO, and represent 19.92% of Aries Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VCIT, VTI, IWV, VUG, AGG, IEFA, EFA, SPY, SHY, VTV.
- Started 28 new stock positions in WSM, VXF, KLAC, ETHE, TDIV, AEP, XLC, DELL, GEHC, Grayscale Bitcoin Mini Trust BTC.
- Reduced shares in these 10 stocks: NKE, , JNJ, CSCO, SHV, WMT, PEP, SDY, XOM, ROK.
- Sold out of its positions in AMT, FBRX, ROK.
- Aries Wealth Management was a net buyer of stock by $25M.
- Aries Wealth Management has $364M in assets under management (AUM), dropping by 14.63%.
- 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 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $22M | 92k | 233.00 |
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| Microsoft Corporation (MSFT) | 4.2 | $15M | +4% | 35k | 430.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.8 | $14M | +11% | 36k | 383.93 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $11M | 47k | 237.21 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 3.0 | $11M | 41k | 263.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $11M | +10% | 19k | 573.76 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.7 | $9.9M | +11% | 119k | 83.63 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 2.1 | $7.7M | -3% | 54k | 142.04 |
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| Amazon (AMZN) | 2.1 | $7.6M | 41k | 186.33 |
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| Caterpillar (CAT) | 1.9 | $7.0M | 18k | 391.12 |
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| Home Depot (HD) | 1.7 | $6.1M | +4% | 15k | 405.19 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $5.4M | -3% | 46k | 117.22 |
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| Meta Platforms Cl A (META) | 1.4 | $5.3M | -2% | 9.2k | 572.44 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.4 | $5.1M | +2% | 29k | 179.30 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.4 | $5.0M | +41% | 15k | 326.73 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $4.9M | 60k | 83.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $4.8M | 29k | 165.85 |
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| Johnson & Johnson (JNJ) | 1.3 | $4.7M | -6% | 29k | 162.06 |
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| Wal-Mart Stores (WMT) | 1.3 | $4.6M | -5% | 57k | 80.75 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.2 | $4.5M | +14% | 98k | 45.86 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 1.2 | $4.4M | 201k | 21.95 |
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| Vanguard Index Fds Value Etf (VTV) | 1.2 | $4.2M | +27% | 24k | 174.57 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $3.8M | 18k | 210.86 |
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| Procter & Gamble Company (PG) | 1.0 | $3.7M | 22k | 173.20 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.0 | $3.7M | 41k | 91.31 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.7M | +27% | 4.2k | 885.94 |
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| Visa Com Cl A (V) | 1.0 | $3.6M | -4% | 13k | 274.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $3.4M | +3% | 14k | 243.06 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.1M | -2% | 3.5k | 886.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.0M | +98% | 11k | 283.16 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $3.0M | 4.8k | 618.57 |
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| Merck & Co (MRK) | 0.8 | $3.0M | +2% | 26k | 113.56 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $2.9M | +2% | 54k | 52.66 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.8 | $2.8M | +10% | 91k | 30.85 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $2.7M | +140% | 32k | 83.75 |
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| Abbvie (ABBV) | 0.7 | $2.7M | +3% | 14k | 197.48 |
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| UnitedHealth (UNH) | 0.7 | $2.6M | +11% | 4.4k | 584.68 |
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| International Business Machines (IBM) | 0.7 | $2.6M | 12k | 221.08 |
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| Pepsi (PEP) | 0.7 | $2.5M | -9% | 15k | 170.05 |
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| Illinois Tool Works (ITW) | 0.7 | $2.5M | +6% | 9.5k | 262.07 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.7 | $2.4M | 20k | 119.55 |
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| Waste Management (WM) | 0.7 | $2.4M | +30% | 12k | 207.60 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $2.3M | 4.3k | 527.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.2M | +2% | 11k | 198.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.2M | 4.8k | 460.26 |
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| Chubb (CB) | 0.6 | $2.1M | 7.2k | 288.39 |
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| Automatic Data Processing (ADP) | 0.6 | $2.0M | +29% | 7.3k | 276.73 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.0M | +94% | 24k | 83.15 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $2.0M | 25k | 79.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $1.9M | 40k | 47.85 |
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| Abbott Laboratories (ABT) | 0.5 | $1.9M | +7% | 17k | 114.01 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $1.9M | +3% | 48k | 39.82 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.9M | +23% | 5.3k | 353.48 |
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| McDonald's Corporation (MCD) | 0.5 | $1.7M | -8% | 5.7k | 304.51 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $1.7M | +277% | 17k | 101.27 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $1.7M | -8% | 32k | 52.81 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $1.6M | +6% | 32k | 49.31 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.5M | -3% | 13k | 121.44 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $1.5M | -2% | 19k | 76.70 |
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| IDEXX Laboratories (IDXX) | 0.4 | $1.5M | -2% | 2.9k | 505.22 |
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| Colgate-Palmolive Company (CL) | 0.4 | $1.4M | 14k | 103.81 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $1.4M | 18k | 78.69 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.4M | -5% | 28k | 50.74 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $1.4M | -5% | 22k | 63.00 |
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| Chevron Corporation (CVX) | 0.4 | $1.4M | -12% | 9.5k | 147.27 |
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| BlackRock (BLK) | 0.4 | $1.4M | +28% | 1.5k | 949.51 |
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| TJX Companies (TJX) | 0.4 | $1.4M | +5% | 12k | 117.54 |
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| Metropcs Communications (TMUS) | 0.4 | $1.4M | -2% | 6.6k | 206.36 |
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| Cigna Corp (CI) | 0.4 | $1.4M | +2% | 3.9k | 346.44 |
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| Nextera Energy (NEE) | 0.4 | $1.3M | +19% | 16k | 84.53 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.3M | 7.0k | 188.58 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.3M | 11k | 121.16 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 6.2k | 206.57 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $1.3M | 5.6k | 223.09 |
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| Kkr & Co (KKR) | 0.3 | $1.2M | 9.4k | 130.58 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.3 | $1.2M | -3% | 24k | 52.13 |
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| Lowe's Companies (LOW) | 0.3 | $1.2M | 4.5k | 270.85 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.2M | NEW | 15k | 78.05 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $1.2M | +9% | 44k | 26.00 |
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| Trex Company (TREX) | 0.3 | $1.1M | 17k | 66.58 |
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| Impinj (PI) | 0.3 | $1.1M | -8% | 5.1k | 216.52 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.1M | 4.4k | 246.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.0M | +78% | 5.7k | 179.16 |
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| American Express Company (AXP) | 0.3 | $991k | 3.7k | 271.20 |
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| Linde SHS (LIN) | 0.3 | $976k | -2% | 2.0k | 476.86 |
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| Independent Bank (INDB) | 0.3 | $967k | 16k | 59.13 |
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| Pfizer (PFE) | 0.3 | $961k | -6% | 33k | 28.94 |
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| Agnico (AEM) | 0.3 | $936k | 12k | 80.56 |
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| Cisco Systems (CSCO) | 0.3 | $935k | -24% | 18k | 53.22 |
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| Bristol Myers Squibb (BMY) | 0.2 | $902k | -14% | 17k | 51.74 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $897k | 5.8k | 154.02 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $895k | +3% | 15k | 60.42 |
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| Oracle Corporation (ORCL) | 0.2 | $893k | +80% | 5.2k | 170.40 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $887k | 3.9k | 225.76 |
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| Coca-Cola Company (KO) | 0.2 | $877k | -13% | 12k | 71.86 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $853k | 12k | 71.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $849k | 5.1k | 167.19 |
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| Emerson Electric (EMR) | 0.2 | $818k | -5% | 7.5k | 109.37 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.2 | $809k | 16k | 50.50 |
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| 3M Company (MMM) | 0.2 | $799k | 5.8k | 136.70 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $795k | NEW | 4.4k | 181.99 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $791k | +5% | 13k | 62.70 |
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| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.2 | $782k | NEW | 36k | 21.89 |
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| Broadcom (AVGO) | 0.2 | $776k | +2359% | 4.5k | 172.50 |
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| Walt Disney Company (DIS) | 0.2 | $759k | -4% | 7.9k | 96.19 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $746k | -8% | 9.6k | 77.91 |
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| FedEx Corporation (FDX) | 0.2 | $745k | -3% | 2.7k | 273.68 |
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| Honeywell International (HON) | 0.2 | $729k | -5% | 3.5k | 206.71 |
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| Constellation Brands Cl A (STZ) | 0.2 | $697k | -3% | 2.7k | 257.69 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $690k | +49% | 9.4k | 73.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $674k | 1.2k | 576.82 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $674k | 1.8k | 375.38 |
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| Eaton Corp SHS (ETN) | 0.2 | $671k | +123% | 2.0k | 331.44 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $655k | +8% | 1.3k | 517.78 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $654k | 2.4k | 272.40 |
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| Kla Corp Com New (KLAC) | 0.2 | $652k | NEW | 842.00 | 774.41 |
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| Ameriprise Financial (AMP) | 0.2 | $649k | NEW | 1.4k | 469.81 |
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| Danaher Corporation (DHR) | 0.2 | $633k | 2.3k | 278.02 |
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| Travelers Companies (TRV) | 0.2 | $622k | -7% | 2.7k | 234.12 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $614k | 8.2k | 75.11 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.2 | $607k | 6.0k | 101.52 |
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| McKesson Corporation (MCK) | 0.2 | $597k | 1.2k | 494.42 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $592k | NEW | 3.8k | 155.84 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $591k | 1.2k | 493.80 |
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| Williams-Sonoma (WSM) | 0.2 | $567k | NEW | 3.7k | 154.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $565k | 1.2k | 488.07 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $547k | +3% | 6.2k | 87.80 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $541k | 5.0k | 108.63 |
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| Hubbell (HUBB) | 0.1 | $526k | NEW | 1.2k | 428.35 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $519k | NEW | 4.4k | 119.07 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $509k | -5% | 8.5k | 59.87 |
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| Monster Beverage Corp (MNST) | 0.1 | $506k | 9.7k | 52.17 |
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| Ge Vernova (GEV) | 0.1 | $505k | 2.0k | 254.98 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $504k | -37% | 4.6k | 110.63 |
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| Allstate Corporation (ALL) | 0.1 | $502k | -7% | 2.6k | 189.65 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $494k | -16% | 6.0k | 83.00 |
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| Rocket Lab Usa (RKLB) | 0.1 | $491k | -5% | 51k | 9.73 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $487k | -12% | 6.8k | 71.71 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $480k | 2.0k | 240.01 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $472k | 7.3k | 64.62 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $470k | +73% | 804.00 | 584.56 |
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| State Street Corporation (STT) | 0.1 | $467k | 5.3k | 88.47 |
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| ConocoPhillips (COP) | 0.1 | $454k | +68% | 4.3k | 105.28 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $453k | +64% | 8.2k | 55.53 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $451k | 23k | 19.73 |
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| Shell Spon Ads (SHEL) | 0.1 | $449k | +2% | 6.8k | 65.95 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $441k | +97% | 7.1k | 62.32 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $441k | NEW | 7.7k | 57.41 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $439k | 4.0k | 109.65 |
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| Unilever Spon Adr New (UL) | 0.1 | $424k | -2% | 6.5k | 64.96 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $423k | 4.4k | 95.94 |
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| Hartford Financial Services (HIG) | 0.1 | $407k | 3.5k | 117.61 |
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| United Rentals (URI) | 0.1 | $405k | 500.00 | 809.73 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $402k | 2.1k | 192.81 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $400k | NEW | 5.0k | 80.30 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $399k | -7% | 6.3k | 63.26 |
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| Phillips 66 (PSX) | 0.1 | $391k | -3% | 3.0k | 131.45 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $389k | -12% | 2.7k | 142.28 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $388k | -14% | 8.6k | 45.32 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $387k | +2% | 3.2k | 119.61 |
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| O'reilly Automotive (ORLY) | 0.1 | $381k | -6% | 331.00 | 1151.60 |
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| Ecolab (ECL) | 0.1 | $377k | -2% | 1.5k | 255.33 |
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| AFLAC Incorporated (AFL) | 0.1 | $376k | NEW | 3.4k | 111.80 |
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| Grayscale Ethereum Mini Tr E Com Unit | 0.1 | $371k | NEW | 152k | 2.44 |
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| Nucor Corporation (NUE) | 0.1 | $369k | 2.5k | 150.34 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $362k | -15% | 15k | 23.42 |
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| Axsome Therapeutics (AXSM) | 0.1 | $360k | 4.0k | 89.87 |
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| MercadoLibre (MELI) | 0.1 | $359k | -12% | 175.00 | 2051.96 |
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| Sherwin-Williams Company (SHW) | 0.1 | $356k | 932.00 | 381.67 |
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| Intel Corporation (INTC) | 0.1 | $349k | 15k | 23.46 |
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| Constellation Energy (CEG) | 0.1 | $349k | 1.3k | 260.02 |
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| Unum (UNM) | 0.1 | $348k | NEW | 5.8k | 59.44 |
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| Netflix (NFLX) | 0.1 | $342k | 482.00 | 709.27 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $339k | +36% | 3.4k | 98.80 |
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| Crown Castle Intl (CCI) | 0.1 | $336k | 2.8k | 118.63 |
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| Church & Dwight (CHD) | 0.1 | $333k | 3.2k | 104.72 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $332k | -2% | 4.1k | 80.78 |
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| Grayscale Bitcoin Mini Tr Bt SHS | 0.1 | $321k | NEW | 57k | 5.63 |
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| Goldman Sachs (GS) | 0.1 | $319k | 644.00 | 495.11 |
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| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $316k | 1.6k | 197.53 |
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| Dbx Etf Tr Xtrckr Rusl 1000 (QARP) | 0.1 | $305k | +8% | 5.8k | 52.28 |
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| salesforce (CRM) | 0.1 | $305k | +24% | 1.1k | 273.71 |
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| Carrier Global Corporation (CARR) | 0.1 | $303k | 3.8k | 80.49 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $302k | 6.1k | 49.70 |
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| Dbx Etf Tr Xtrackers Msci (EASG) | 0.1 | $299k | 9.1k | 32.91 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $298k | -20% | 7.1k | 41.77 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $296k | 7.5k | 39.27 |
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| Amgen (AMGN) | 0.1 | $293k | NEW | 909.00 | 322.21 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $288k | NEW | 5.7k | 50.94 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $286k | -16% | 2.4k | 116.96 |
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| Qualcomm (QCOM) | 0.1 | $286k | 1.7k | 170.05 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $284k | -9% | 2.1k | 135.44 |
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| Stryker Corporation (SYK) | 0.1 | $280k | 775.00 | 361.26 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $277k | 4.8k | 57.22 |
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| Nike CL B (NKE) | 0.1 | $276k | -74% | 3.1k | 88.40 |
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| Paychex (PAYX) | 0.1 | $274k | 2.0k | 134.19 |
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| Toast Cl A (TOST) | 0.1 | $274k | 9.7k | 28.31 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $268k | 1.3k | 200.37 |
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| United Parcel Service CL B (UPS) | 0.1 | $267k | 2.0k | 136.34 |
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| Xylem (XYL) | 0.1 | $264k | 2.0k | 135.03 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $253k | 4.3k | 59.02 |
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| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.1 | $251k | 5.0k | 50.32 |
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| General Mills (GIS) | 0.1 | $248k | 3.4k | 73.85 |
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| Hexcel Corporation (HXL) | 0.1 | $247k | 4.0k | 61.83 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $246k | -2% | 3.2k | 77.18 |
|
| Textron (TXT) | 0.1 | $246k | 2.8k | 88.58 |
|
|
| Medtronic SHS (MDT) | 0.1 | $236k | -17% | 2.6k | 90.03 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $226k | 3.2k | 70.54 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $224k | 930.00 | 241.10 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $223k | NEW | 1.9k | 118.54 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $221k | 475.00 | 465.08 |
|
|
| Schlumberger Com Stk (SLB) | 0.1 | $221k | 5.3k | 41.95 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $220k | NEW | 2.3k | 93.85 |
|
| Tesla Motors (TSLA) | 0.1 | $216k | NEW | 827.00 | 261.63 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $208k | NEW | 2.3k | 90.40 |
|
| Genuine Parts Company (GPC) | 0.1 | $206k | 1.5k | 139.68 |
|
|
| American Electric Power Company (AEP) | 0.1 | $205k | NEW | 2.0k | 102.60 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $204k | NEW | 1.3k | 153.13 |
|
| Republic Services (RSG) | 0.1 | $204k | NEW | 1.0k | 200.84 |
|
| Williams Companies (WMB) | 0.1 | $204k | NEW | 4.5k | 45.65 |
|
| Altria (MO) | 0.1 | $203k | NEW | 4.0k | 51.04 |
|
| Akamai Technologies (AKAM) | 0.1 | $202k | NEW | 2.0k | 100.95 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $198k | 14k | 14.69 |
|
|
| Verastem Com New (VSTM) | 0.0 | $64k | +63% | 21k | 2.99 |
|
| Tscan Therapeutics (TCRX) | 0.0 | $50k | 10k | 4.98 |
|
|
| Amylyx Pharmaceuticals (AMLX) | 0.0 | $49k | NEW | 15k | 3.24 |
|
| Editas Medicine (EDIT) | 0.0 | $47k | 14k | 3.41 |
|
|
| Fubotv (FUBO) | 0.0 | $14k | -33% | 10k | 1.42 |
|
| Seres Therapeutics (MCRB) | 0.0 | $14k | -11% | 15k | 0.95 |
|
| Stem (STEM) | 0.0 | $8.7k | -3% | 25k | 0.35 |
|
| Hyzon Motors *w Exp 10/02/202 (HYZNW) | 0.0 | $195.000000 | 10k | 0.02 |
|
Past Filings by Aries Wealth Management
SEC 13F filings are viewable for Aries Wealth Management going back to 2017
- 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
- Aries Wealth Management 2021 Q4 filed Jan. 18, 2022
- Aries Wealth Management 2021 Q3 filed Oct. 13, 2021
- Aries Wealth Management 2021 Q2 filed July 14, 2021
- Aries Wealth Management 2021 Q1 filed April 20, 2021