Aries Wealth Management

Latest statistics and disclosures from Aries Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Aries Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aries Wealth Management

Companies in the Aries Wealth Management portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 5.8 $13M -7% 439k 30.64
Apple (AAPL) 5.7 $13M 97k 136.96
Microsoft Corporation (MSFT) 4.2 $9.8M 36k 270.89
Vanguard Index Fds Small Cp Etf (VB) 3.5 $8.2M +2% 37k 225.29
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $7.1M +3% 30k 237.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.4 $5.5M +5% 101k 54.81
Vanguard Index Fds Growth Etf (VUG) 2.4 $5.5M +3% 19k 286.83
Spdr Ser Tr S&p Divid Etf (SDY) 2.3 $5.3M 44k 122.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $5.2M +2% 12k 428.02
Johnson & Johnson (JNJ) 2.0 $4.7M 29k 164.73
Home Depot (HD) 2.0 $4.7M -2% 15k 318.91
Amazon (AMZN) 1.7 $4.0M 1.2k 3440.45
Caterpillar (CAT) 1.7 $4.0M 18k 217.61
Facebook Cl A (FB) 1.6 $3.6M 10k 347.73

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Exxon Mobil Corporation (XOM) 1.5 $3.4M 54k 63.09
Ishares Tr Msci Eafe Etf (EFA) 1.3 $3.1M +8% 40k 78.88
Alphabet Cap Stk Cl A (GOOGL) 1.3 $3.1M 1.3k 2441.88
Visa Com Cl A (V) 1.2 $2.9M 13k 233.85
Ishares Tr Russell 3000 Etf (IWV) 1.2 $2.8M 11k 255.88
Spdr Ser Tr Blomberg Brc Inv (FLRN) 1.2 $2.8M +8% 90k 30.65
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.2 $2.7M +7% 53k 50.73
JPMorgan Chase & Co. (JPM) 1.1 $2.6M -2% 17k 155.55
Procter & Gamble Company (PG) 1.1 $2.5M +2% 19k 134.93
Wal-Mart Stores (WMT) 1.1 $2.5M 18k 141.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.5M +5% 46k 54.32
Pepsi (PEP) 1.0 $2.4M 16k 148.19
Thermo Fisher Scientific (TMO) 1.0 $2.4M 4.7k 504.51
Merck & Co (MRK) 1.0 $2.3M 30k 77.78
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $2.3M +4% 46k 48.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $2.2M 17k 132.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $2.1M 25k 82.16
Illinois Tool Works (ITW) 0.9 $2.0M 8.9k 223.59
Abbott Laboratories (ABT) 0.8 $1.9M 16k 115.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.8M +23% 22k 82.70
Trex Company (TREX) 0.8 $1.8M 17k 102.21
International Business Machines (IBM) 0.7 $1.7M 12k 146.63
Intel Corporation (INTC) 0.7 $1.7M 31k 56.13
Independent Bank (INDB) 0.7 $1.7M 23k 75.50
Bristol Myers Squibb (BMY) 0.7 $1.6M +3% 24k 66.84
Pfizer (PFE) 0.7 $1.6M 40k 39.16
Walt Disney Company (DIS) 0.6 $1.5M 8.6k 175.73
Nike CL B (NKE) 0.6 $1.5M 9.6k 154.51
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.4M 19k 73.60
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.4M +18% 26k 52.42
McDonald's Corporation (MCD) 0.6 $1.3M 5.8k 230.91
Costco Wholesale Corporation (COST) 0.6 $1.3M 3.4k 395.77
Abbvie (ABBV) 0.6 $1.3M 12k 112.66
Ishares Tr Msci Usa Value (VLUE) 0.6 $1.3M +4% 13k 105.07
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $1.3M +17% 14k 89.93
Cisco Systems (CSCO) 0.5 $1.3M 24k 52.99
Colgate-Palmolive Company (CL) 0.5 $1.3M 15k 81.35
3M Company (MMM) 0.5 $1.2M 6.3k 198.60
Chevron Corporation (CVX) 0.5 $1.2M 12k 104.73
UnitedHealth (UNH) 0.5 $1.2M +2% 3.0k 400.33
Chubb (CB) 0.5 $1.2M 7.5k 158.96
Texas Instruments Incorporated (TXN) 0.5 $1.2M 6.1k 192.27
Automatic Data Processing (ADP) 0.5 $1.1M 5.6k 198.61
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.1M +2% 3.8k 294.84
Raytheon Technologies Corp (RTX) 0.4 $1.0M 12k 85.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.0M 19k 55.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.0M 2.6k 393.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 3.6k 278.04
Spdr Gold Tr Gold Shs (GLD) 0.4 $993k +30% 6.0k 165.69
Cigna Corp (CI) 0.4 $971k -9% 4.1k 237.18
Lowe's Companies (LOW) 0.4 $956k +2% 4.9k 193.88
Marsh & McLennan Companies (MMC) 0.4 $941k 6.7k 140.64
Union Pacific Corporation (UNP) 0.4 $914k 4.2k 219.92
Comcast Corp Cl A (CMCSA) 0.4 $903k 16k 57.05
Metropcs Communications (TMUS) 0.4 $898k +9% 6.2k 144.91
Waste Management (WM) 0.4 $892k +5% 6.4k 140.16
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $888k 5.7k 154.81
Honeywell International (HON) 0.4 $883k 4.0k 219.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $865k +21% 10k 85.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $816k +6% 13k 63.37
Coca-Cola Company (KO) 0.3 $790k 15k 54.09
FedEx Corporation (FDX) 0.3 $768k +3% 2.6k 298.48
BlackRock (BLK) 0.3 $742k 848.00 875.00
General Electric Company (GE) 0.3 $721k 54k 13.47
Danaher Corporation (DHR) 0.3 $711k 2.6k 268.40
Emerson Electric (EMR) 0.3 $702k 7.3k 96.20
Nextera Energy (NEE) 0.3 $692k +4% 9.4k 73.32
Eli Lilly & Co. (LLY) 0.3 $669k +10% 2.9k 229.66
Astrazeneca Sponsored Adr (AZN) 0.3 $661k -5% 11k 59.87
Select Sector Spdr Tr Energy (XLE) 0.3 $647k 12k 53.86
Kkr & Co (KKR) 0.3 $637k -3% 11k 59.20
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $635k 11k 59.91
Starbucks Corporation (SBUX) 0.3 $635k +2% 5.7k 111.78
IDEXX Laboratories (IDXX) 0.3 $632k 1.0k 632.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $631k NEW 7.3k 86.11
Linde SHS (LIN) 0.3 $620k 2.1k 289.18
American Express Company (AXP) 0.3 $604k +4% 3.7k 165.21
Ishares Tr National Mun Etf (MUB) 0.3 $586k 5.0k 117.20
Akamai Technologies (AKAM) 0.2 $568k -9% 4.9k 116.51
CVS Caremark Corporation (CVS) 0.2 $550k -4% 6.6k 83.45
Toronto Dominion Bk Ont Com New (TD) 0.2 $524k 7.5k 69.99
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $507k 9.9k 51.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $489k +16% 3.2k 150.69
Kimberly-Clark Corporation (KMB) 0.2 $485k -9% 3.6k 133.79
NVIDIA Corporation (NVDA) 0.2 $480k 600.00 800.00
Select Sector Spdr Tr Financial (XLF) 0.2 $479k +24% 13k 36.67
Medtronic SHS (MDT) 0.2 $476k 3.8k 124.09
Mondelez Intl Cl A (MDLZ) 0.2 $472k 7.6k 62.50
TJX Companies (TJX) 0.2 $472k +3% 7.0k 67.36
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $469k 7.7k 60.92
Monster Beverage Corp (MNST) 0.2 $461k 5.1k 91.29
Alphabet Cap Stk Cl C (GOOG) 0.2 $449k 179.00 2508.38
Mastercard Incorporated Cl A (MA) 0.2 $448k 1.2k 365.12
Constellation Brands Cl A (STZ) 0.2 $448k +3% 1.9k 234.06
Travelers Companies (TRV) 0.2 $442k 3.0k 149.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $439k -13% 2.0k 223.07
United Parcel Service CL B (UPS) 0.2 $434k +3% 2.1k 208.05
American Tower Reit (AMT) 0.2 $429k +7% 1.6k 270.32
Hexcel Corporation (HXL) 0.2 $424k 6.8k 62.35
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.2 $423k NEW 12k 33.98
Nxp Semiconductors N V (NXPI) 0.2 $423k -8% 2.1k 205.84
Nuveen Muni Value Fund (NUV) 0.2 $421k 37k 11.53
At&t (T) 0.2 $413k 14k 28.76
Select Sector Spdr Tr Technology (XLK) 0.2 $407k +2% 2.8k 147.62
Ecolab (ECL) 0.2 $399k +8% 1.9k 205.78
O'reilly Automotive (ORLY) 0.2 $395k 698.00 565.90
State Street Corporation (STT) 0.2 $386k 4.7k 82.37
Intuitive Surgical Com New (ISRG) 0.2 $383k 417.00 918.47
Sherwin-Williams Company (SHW) 0.2 $379k -11% 1.4k 272.27
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $375k +6% 7.7k 48.40
Diageo Spon Adr New (DEO) 0.2 $363k +4% 1.9k 191.66
Adobe Systems Incorporated (ADBE) 0.2 $361k 617.00 585.09
Paypal Holdings (PYPL) 0.2 $358k +11% 1.2k 291.77
Renaissance Re Holdings Ltd Cmn (RNR) 0.2 $357k 2.4k 148.75
Fs Kkr Capital Corp (FSK) 0.2 $357k 17k 21.51
Ishares Msci Emerg Mrkt (EEMV) 0.1 $343k +2% 5.3k 64.22
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $334k 2.1k 159.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $324k 915.00 354.10
The Trade Desk Com Cl A (TTD) 0.1 $309k +900% 4.0k 77.25
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $306k 1.7k 183.89
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $304k 2.7k 113.01
Becton, Dickinson and (BDX) 0.1 $297k +3% 1.2k 242.85
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $297k 735.00 404.08
Impinj (PI) 0.1 $290k 5.6k 51.51
Allstate Corporation (ALL) 0.1 $286k +23% 2.2k 130.30
Church & Dwight (CHD) 0.1 $284k 3.3k 85.36
Cognizant Technology Solutio Cl A (CTSH) 0.1 $281k +4% 4.1k 69.25
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $279k NEW 12k 23.37
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $277k 4.1k 67.81
Select Sector Spdr Tr Communication (XLC) 0.1 $276k +7% 3.4k 80.84
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $271k NEW 5.6k 48.11
Check Point Software Tech Lt Ord (CHKP) 0.1 $267k 2.3k 116.09
Zimmer Holdings (ZBH) 0.1 $267k 1.7k 160.94
Verizon Communications (VZ) 0.1 $266k 4.7k 56.09
Netflix (NFLX) 0.1 $264k 500.00 528.00
Goldman Sachs (GS) 0.1 $262k 690.00 379.71
Totalenergies Se Sponsored Ads (TTE) 0.1 $262k +12% 5.8k 45.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $257k 2.5k 101.66
Dominion Resources (D) 0.1 $248k 3.4k 73.53
McKesson Corporation (MCK) 0.1 $245k 1.3k 191.41
Oracle Corporation (ORCL) 0.1 $241k -34% 3.1k 77.87
Qualcomm (QCOM) 0.1 $240k 1.7k 142.94
Phillips 66 (PSX) 0.1 $240k -2% 2.8k 85.87
Nordstrom (JWN) 0.1 $237k 6.5k 36.56
Unilever Spon Adr New (UL) 0.1 $236k 4.0k 58.42
Royal Dutch Shell Spons Adr A (RDS.A) 0.1 $235k NEW 5.8k 40.38
Horizon Therapeutics Pub L SHS (HZNP) 0.1 $234k 2.5k 93.60
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $230k 1.3k 178.71
Editas Medicine (EDIT) 0.1 $227k NEW 4.0k 56.75
Paychex (PAYX) 0.1 $219k NEW 2.0k 107.41
Hartford Financial Services (HIG) 0.1 $219k 3.5k 61.85
stock (SPLK) 0.1 $217k 1.5k 144.67
Blackstone Group Inc Com Cl A (BX) 0.1 $214k NEW 2.2k 97.27
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.1 $212k NEW 5.3k 39.85
Northwest Natural Holdin (NWN) 0.1 $210k 4.0k 52.50
Zoetis Cl A (ZTS) 0.1 $209k NEW 1.1k 186.27
Rockwell Automation (ROK) 0.1 $208k NEW 728.00 285.71
Nucor Corporation (NUE) 0.1 $207k NEW 2.2k 96.06
Broadridge Financial Solutions (BR) 0.1 $206k NEW 1.3k 161.44
General Mills (GIS) 0.1 $206k 3.4k 60.91
Crown Holdings (CCK) 0.1 $204k 2.0k 102.00
ConAgra Foods (CAG) 0.1 $200k -21% 5.5k 36.36
Magenta Therapeutics (MGTA) 0.1 $176k 18k 9.78
Zynga Cl A (ZNGA) 0.1 $128k 12k 10.67
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $102k 19k 5.29
Fluent Inc cs (FLNT) 0.0 $88k +19% 30k 2.91
Verastem (VSTM) 0.0 $81k 20k 4.05
Opko Health (OPK) 0.0 $62k 15k 4.08
Corbus Pharmaceuticals Hldgs (CRBP) 0.0 $43k 23k 1.84

Past Filings by Aries Wealth Management

SEC 13F filings are viewable for Aries Wealth Management going back to 2017