Aries Wealth Management
Latest statistics and disclosures from Aries Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, EFA, SPY, VB, and represent 21.99% of Aries Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Exxon Mobil Corp (+$6.4M), AIPO, SPCX, EFA, GDLC, EEM, CRWD, MNST, MRNA, NFLX.
- Started 13 new stock positions in ICSH, Roundhill Memory Etf, SPCX, HECA, MRNA, DLY, Exxon Mobil Corp, HLT, COR, SLB. COIN, CRCL, AIPO.
- Reduced shares in these 10 stocks: , CAT, WMT, AAPL, WMB, SDY, SUSL, FBTC, ITW, MRSH.
- Sold out of its positions in ABTC, BWXT, CVS, CGC, DAL, XOM, XLI, TTMI, WMB, WTAI.
- Aries Wealth Management was a net buyer of stock by $3.3M.
- Aries Wealth Management has $519M in assets under management (AUM), dropping by 1.96%.
- Central Index Key (CIK): 0001729515
Tip: Access up to 7 years of quarterly data
Positions held by Aries Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Aries Wealth Management
Aries Wealth Management holds 245 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $28M | 85k | 333.02 |
|
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 4.6 | $24M | 263k | 90.11 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 4.3 | $23M | +3% | 216k | 103.89 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.9 | $21M | 27k | 762.63 |
|
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 3.7 | $19M | 67k | 284.49 |
|
|
| Microsoft Corporation (MSFT) | 3.5 | $18M | 36k | 512.90 |
|
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 2.9 | $15M | 195k | 78.42 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 2.7 | $14M | 141k | 100.68 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.7 | $14M | +3% | 209k | 66.79 |
|
| Caterpillar (CAT) | 2.6 | $13M | -5% | 17k | 810.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $11M | 33k | 344.08 |
|
|
| Amazon (AMZN) | 2.1 | $11M | 44k | 249.15 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 2.0 | $11M | +3% | 49k | 216.08 |
|
| Meta Platforms Cl A (META) | 1.5 | $7.9M | 11k | 725.18 |
|
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 1.4 | $7.5M | 20k | 374.24 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 1.3 | $6.7M | -5% | 46k | 146.48 |
|
| Johnson & Johnson (JNJ) | 1.3 | $6.7M | 25k | 264.74 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $6.6M | 15k | 431.66 |
|
|
| Exxonmobil Holdings Corp Com Shs | 1.2 | $6.4M | NEW | 40k | 162.75 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 1.2 | $6.1M | -2% | 210k | 29.07 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $5.8M | 18k | 330.83 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $5.5M | 68k | 81.20 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $5.5M | +2% | 14k | 380.84 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $5.2M | 24k | 222.24 |
|
|
| Wal-Mart Stores (WMT) | 1.0 | $5.2M | -7% | 50k | 103.92 |
|
| Visa Com Cl A (V) | 0.9 | $4.7M | 13k | 359.33 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.9 | $4.6M | 47k | 97.24 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $4.5M | -5% | 3.9k | 1157.08 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $4.2M | 54k | 78.31 |
|
|
| Home Depot (HD) | 0.8 | $4.2M | 15k | 284.48 |
|
|
| Merck & Co (MRK) | 0.7 | $3.7M | 26k | 145.31 |
|
|
| Spdr Series Trust St Str Rate Etf (FLRN) | 0.7 | $3.7M | -3% | 119k | 30.84 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $3.7M | 4.0k | 910.34 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $3.5M | +3% | 40k | 87.80 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.7 | $3.5M | 22k | 158.76 |
|
|
| Thermo Fisher Scientific (TMO) | 0.6 | $3.3M | 4.8k | 675.05 |
|
|
| Abbvie (ABBV) | 0.6 | $3.1M | 12k | 261.59 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $3.0M | +4% | 4.0k | 739.77 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $2.9M | 31k | 94.54 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.5 | $2.8M | 29k | 97.44 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $2.8M | -3% | 19k | 145.28 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.7M | -2% | 3.9k | 700.86 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.5 | $2.6M | +3% | 104k | 25.49 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.6M | +2% | 44k | 59.31 |
|
| International Business Machines (IBM) | 0.5 | $2.5M | 12k | 219.93 |
|
|
| Waste Management (WM) | 0.5 | $2.5M | 12k | 203.92 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $2.5M | 49k | 51.23 |
|
|
| Kodiak Sciences (KOD) | 0.5 | $2.4M | 25k | 94.80 |
|
|
| Chubb (CB) | 0.5 | $2.4M | 7.3k | 325.25 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.5 | $2.4M | 64k | 36.95 |
|
|
| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.4 | $2.3M | +27% | 59k | 38.36 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $2.2M | +16% | 9.7k | 228.38 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.2M | 31k | 70.61 |
|
|
| Chevron Corporation (CVX) | 0.4 | $2.0M | 9.6k | 204.21 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $2.0M | 11k | 185.65 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $1.9M | +6% | 40k | 49.22 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.9M | 39k | 50.37 |
|
|
| TJX Companies (TJX) | 0.4 | $1.9M | 15k | 132.31 |
|
|
| Ge Aerospace Com New (GE) | 0.4 | $1.9M | 6.0k | 312.29 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $1.8M | 7.1k | 258.06 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.8M | 6.5k | 280.09 |
|
|
| Ge Vernova (GEV) | 0.3 | $1.8M | 1.8k | 950.49 |
|
|
| Pepsi (PEP) | 0.3 | $1.8M | -2% | 14k | 126.72 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.3 | $1.7M | 28k | 61.50 |
|
|
| Blackrock (BLK) | 0.3 | $1.7M | 1.6k | 1058.29 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.7M | 16k | 107.63 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.7M | 22k | 77.25 |
|
|
| IDEXX Laboratories (IDXX) | 0.3 | $1.7M | 3.2k | 522.19 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.7M | 4.9k | 340.74 |
|
|
| Broadcom (AVGO) | 0.3 | $1.6M | +13% | 4.6k | 351.19 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.6M | 21k | 76.40 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 3.2k | 497.95 |
|
|
| Kla Corp Com New (KLAC) | 0.3 | $1.6M | 8.2k | 194.93 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.3 | $1.6M | -6% | 21k | 76.23 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.5M | -5% | 18k | 82.97 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.5M | -15% | 16k | 98.83 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.5M | -2% | 6.5k | 233.31 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.5M | 16k | 96.88 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $1.5M | 7.5k | 195.75 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $1.4M | +21% | 19k | 75.62 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.4M | 5.9k | 230.94 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $1.3M | 4.9k | 272.13 |
|
|
| Intel Corporation (INTC) | 0.3 | $1.3M | 11k | 120.23 |
|
|
| Servicenow (NOW) | 0.3 | $1.3M | 9.7k | 134.01 |
|
|
| Tidal Trust Ii Defia Ai Pwr Etf (AIPO) | 0.2 | $1.3M | NEW | 45k | 28.20 |
|
| Illinois Tool Works (ITW) | 0.2 | $1.3M | -19% | 4.9k | 257.28 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.2M | 6.0k | 208.02 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $1.2M | +9% | 14k | 86.80 |
|
| Netflix (NFLX) | 0.2 | $1.2M | +39% | 17k | 69.58 |
|
| Independent Bank (INDB) | 0.2 | $1.2M | 15k | 77.65 |
|
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.2 | $1.1M | 40k | 28.84 |
|
|
| Uber Technologies (UBER) | 0.2 | $1.1M | +2% | 17k | 68.51 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.1M | -19% | 22k | 50.56 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.1M | -4% | 13k | 85.32 |
|
| Linde SHS (LIN) | 0.2 | $1.1M | -2% | 2.3k | 474.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | 1.9k | 551.47 |
|
|
| Nextera Energy (NEE) | 0.2 | $1.1M | 14k | 75.74 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.1M | -23% | 15k | 72.64 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.1M | 1.4k | 765.85 |
|
|
| Coca-Cola Company (KO) | 0.2 | $1.0M | 12k | 86.08 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $1.0M | 4.5k | 231.63 |
|
|
| McKesson Corporation (MCK) | 0.2 | $1.0M | 1.2k | 853.81 |
|
|
| Agnico (AEM) | 0.2 | $1.0M | 5.6k | 183.27 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.0M | 10k | 101.10 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $1.0M | 1.9k | 537.95 |
|
|
| Emerson Electric (EMR) | 0.2 | $959k | 6.2k | 155.10 |
|
|
| Travelers Companies (TRV) | 0.2 | $948k | 2.7k | 356.51 |
|
|
| Rocket Lab Corp (RKLB) | 0.2 | $911k | 13k | 69.68 |
|
|
| 3M Company (MMM) | 0.2 | $897k | 5.5k | 164.15 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $886k | 14k | 64.59 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $875k | 2.0k | 429.71 |
|
|
| State Street Corporation (STT) | 0.2 | $834k | 4.8k | 174.59 |
|
|
| Pfizer (PFE) | 0.2 | $834k | 29k | 28.52 |
|
|
| Lowe's Companies (LOW) | 0.2 | $826k | 4.5k | 184.29 |
|
|
| Williams-Sonoma (WSM) | 0.2 | $817k | 3.6k | 227.94 |
|
|
| Kkr & Co (KKR) | 0.2 | $809k | 8.9k | 91.30 |
|
|
| Monster Beverage Corp (MNST) | 0.2 | $807k | +100% | 19k | 41.62 |
|
| salesforce (CRM) | 0.2 | $807k | +3% | 3.5k | 229.57 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $788k | -4% | 2.4k | 328.51 |
|
| Walt Disney Company (DIS) | 0.1 | $765k | 7.3k | 104.90 |
|
|
| Phillips 66 (PSX) | 0.1 | $759k | 3.0k | 255.31 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $754k | -9% | 4.1k | 183.37 |
|
| Astrazeneca Ord (AZN) | 0.1 | $741k | 4.5k | 163.08 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $740k | NEW | 4.9k | 150.86 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $735k | 4.4k | 168.42 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $729k | 7.7k | 95.05 |
|
|
| Impinj (PI) | 0.1 | $717k | 4.0k | 179.29 |
|
|
| Axsome Therapeutics (AXSM) | 0.1 | $645k | -12% | 3.5k | 184.39 |
|
| Totalenergies Se Act (TTE) | 0.1 | $637k | 7.4k | 85.60 |
|
|
| American Express Company (AXP) | 0.1 | $630k | 2.1k | 304.10 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $623k | -5% | 5.7k | 110.32 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $623k | 7.7k | 81.16 |
|
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.1 | $622k | 29k | 21.43 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $611k | -9% | 9.8k | 62.40 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $604k | 4.8k | 125.26 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $585k | 10k | 57.82 |
|
|
| Goldman Sachs (GS) | 0.1 | $580k | 644.00 | 900.36 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $574k | 11k | 53.40 |
|
|
| Spdr Series Trust Sp Kensho Newec (KOMP) | 0.1 | $569k | +6% | 8.6k | 66.45 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $566k | 7.2k | 78.10 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $561k | 5.0k | 112.82 |
|
|
| Ptc (PTC) | 0.1 | $555k | -10% | 4.0k | 140.30 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $554k | +318% | 2.1k | 264.75 |
|
| Hubbell (HUBB) | 0.1 | $547k | 1.2k | 453.60 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $546k | 6.0k | 91.12 |
|
|
| Nucor Corporation (NUE) | 0.1 | $539k | 2.3k | 233.75 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $534k | 1.7k | 318.23 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $532k | 1.1k | 492.35 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $524k | -2% | 7.5k | 70.15 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $518k | 2.2k | 237.53 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $516k | 3.8k | 137.30 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $509k | 7.1k | 71.95 |
|
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $507k | 6.8k | 74.05 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $506k | 8.5k | 59.51 |
|
|
| Unum (UNM) | 0.1 | $503k | 5.7k | 87.73 |
|
|
| United Rentals (URI) | 0.1 | $500k | 500.00 | 1000.78 |
|
|
| Danaher Corporation (DHR) | 0.1 | $500k | 2.3k | 221.55 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $498k | +5% | 1.2k | 406.63 |
|
| Metropcs Communications (TMUS) | 0.1 | $497k | -6% | 3.1k | 163.08 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $486k | -41% | 3.6k | 136.29 |
|
| Cigna Corp (CI) | 0.1 | $470k | 1.7k | 271.83 |
|
|
| ConocoPhillips (COP) | 0.1 | $456k | 3.6k | 125.15 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $454k | 7.9k | 57.56 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $443k | 464.00 | 955.42 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $440k | 7.5k | 58.37 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $433k | 3.7k | 116.17 |
|
|
| FedEx Corporation (FDX) | 0.1 | $428k | 1.5k | 285.09 |
|
|
| Ecolab (ECL) | 0.1 | $425k | 1.5k | 274.58 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $424k | 5.0k | 85.41 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $423k | 3.5k | 122.36 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $423k | 2.5k | 169.04 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $421k | +19% | 3.9k | 107.54 |
|
| Synopsys (SNPS) | 0.1 | $405k | +14% | 932.00 | 434.94 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $394k | 7.0k | 56.66 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $391k | +24% | 8.9k | 43.97 |
|
| Moderna (MRNA) | 0.1 | $385k | NEW | 2.0k | 192.57 |
|
| Spdr Series Trust St Str Nyse Tech (XNTK) | 0.1 | $382k | 1.0k | 382.19 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $381k | 748.00 | 509.25 |
|
|
| Amgen (AMGN) | 0.1 | $378k | 896.00 | 421.51 |
|
|
| Dbx Etf Tr Xtrckr Rusl 1000 (QARP) | 0.1 | $376k | 5.6k | 66.73 |
|
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $372k | 2.4k | 157.68 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $368k | 3.3k | 111.78 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $367k | 3.2k | 113.44 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $358k | -35% | 900.00 | 397.31 |
|
| Constellation Energy (CEG) | 0.1 | $355k | 1.4k | 254.02 |
|
|
| Republic Services (RSG) | 0.1 | $346k | 1.7k | 209.87 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $338k | -46% | 2.0k | 170.73 |
|
| Quanta Services (PWR) | 0.1 | $335k | 521.00 | 642.51 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $333k | 2.4k | 136.04 |
|
|
| Honeywell International (HON) | 0.1 | $323k | 1.5k | 210.94 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $321k | 1.7k | 188.08 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $316k | 605.00 | 522.81 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $316k | 2.9k | 108.84 |
|
|
| Allstate Corporation (ALL) | 0.1 | $309k | -3% | 1.4k | 221.86 |
|
| Qualcomm (QCOM) | 0.1 | $306k | +9% | 1.7k | 184.04 |
|
| MercadoLibre (MELI) | 0.1 | $303k | 175.00 | 1728.53 |
|
|
| Roundhill Etf Trust Memory Etf | 0.1 | $302k | NEW | 5.0k | 60.36 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $302k | 2.4k | 125.67 |
|
|
| Hexcel Corporation (HXL) | 0.1 | $294k | 3.5k | 83.92 |
|
|
| Church & Dwight (CHD) | 0.1 | $292k | 3.1k | 94.22 |
|
|
| Rockwell Automation (ROK) | 0.1 | $287k | 660.00 | 435.33 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $280k | 825.00 | 339.56 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $270k | 2.4k | 110.97 |
|
|
| Verastem Com New (VSTM) | 0.1 | $264k | +6% | 33k | 8.05 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $260k | 2.0k | 128.35 |
|
|
| Mohawk Industries (MHK) | 0.0 | $249k | 2.0k | 124.72 |
|
|
| Deere & Company (DE) | 0.0 | $244k | 364.00 | 671.55 |
|
|
| Cps Technologies (CPSH) | 0.0 | $243k | +20% | 65k | 3.74 |
|
| Altria (MO) | 0.0 | $240k | 3.6k | 67.34 |
|
|
| Cummins (CMI) | 0.0 | $240k | 465.00 | 516.57 |
|
|
| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.0 | $239k | 8.6k | 27.84 |
|
|
| Carpenter Technology Corporation (CRS) | 0.0 | $239k | 614.00 | 388.82 |
|
|
| American Electric Power Company (AEP) | 0.0 | $237k | 2.0k | 118.64 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $237k | 1.5k | 154.97 |
|
|
| Etf Opportunities Trust Hedgeye Capital (HECA) | 0.0 | $234k | NEW | 8.6k | 27.20 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $233k | -12% | 721.00 | 323.27 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $224k | 2.3k | 97.43 |
|
|
| Toast Cl A (TOST) | 0.0 | $224k | 7.7k | 28.99 |
|
|
| Dbx Etf Tr Bloomberg Devlpd (EASG) | 0.0 | $221k | -36% | 5.8k | 37.83 |
|
| Xylem (XYL) | 0.0 | $220k | -18% | 2.2k | 101.27 |
|
| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.0 | $220k | -21% | 3.6k | 60.50 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $217k | 5.5k | 39.44 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $216k | 2.7k | 80.05 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $212k | NEW | 1.1k | 186.41 |
|
| Textron (TXT) | 0.0 | $211k | 2.8k | 76.20 |
|
|
| AmerisourceBergen (COR) | 0.0 | $210k | NEW | 700.00 | 300.25 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $210k | 2.0k | 106.71 |
|
|
| Stryker Corporation (SYK) | 0.0 | $208k | 755.00 | 275.39 |
|
|
| SLB Com Stk (SLB) | 0.0 | $207k | NEW | 4.2k | 48.72 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $207k | NEW | 650.00 | 318.12 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $206k | NEW | 2.5k | 82.17 |
|
| Carrier Global Corporation (CARR) | 0.0 | $203k | 3.7k | 54.86 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $202k | NEW | 4.0k | 50.40 |
|
| Corteva (CTVA) | 0.0 | $201k | 2.6k | 77.65 |
|
|
| Tesla Motors (TSLA) | 0.0 | $201k | -7% | 565.00 | 354.81 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $164k | 15k | 10.99 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $160k | 12k | 13.87 |
|
|
| Doubleline Yield (DLY) | 0.0 | $135k | NEW | 10k | 13.37 |
|
| Grayscale Solana Staking Etf SHS (GSOL) | 0.0 | $119k | 14k | 8.88 |
|
|
| Abeona Therapeutics Com New (ABEO) | 0.0 | $66k | 13k | 5.25 |
|
|
| Coty Com Cl A (COTY) | 0.0 | $52k | 20k | 2.61 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $34k | 10k | 3.43 |
|
|
| Editas Medicine (EDIT) | 0.0 | $32k | 13k | 2.57 |
|
|
| Metavia Com Usd0.001 (MTVA) | 0.0 | $16k | 10k | 1.57 |
|
|
| Tscan Therapeutics (TCRX) | 0.0 | $3.1k | 10k | 0.31 |
|
Past Filings by Aries Wealth Management
SEC 13F filings are viewable for Aries Wealth Management going back to 2017
- Aries Wealth Management 2026 Q3 filed Oct. 23, 2026
- Aries Wealth Management 2026 Q2 filed July 24, 2026
- Aries Wealth Management 2026 Q1 filed May 15, 2026
- 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