Aries Wealth Management

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

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Portfolio Holdings for Aries Wealth Management

Companies in the Aries Wealth Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 8.6 $15M +10% 496k 30.70
Apple (AAPL) 6.3 $11M +254% 96k 115.81
Microsoft Corporation (MSFT) 4.2 $7.5M -6% 36k 210.32
Vanguard Index Fds Small Cp Etf (VB) 3.0 $5.4M +13% 35k 153.79
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $5.1M +2% 29k 176.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $4.3M +8% 79k 54.91
Vanguard Index Fds Growth Etf (VUG) 2.4 $4.3M -11% 19k 227.60
Johnson & Johnson (JNJ) 2.4 $4.3M 29k 148.87
Spdr Ser Tr S&p Divid Etf (SDY) 2.3 $4.1M 44k 92.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $4.0M +2% 12k 334.90
Home Depot (HD) 2.2 $3.9M 14k 277.68
Amazon (AMZN) 2.0 $3.5M -7% 1.1k 3148.69
Caterpillar (CAT) 1.6 $2.8M -3% 19k 149.14
Facebook Cl A (FB) 1.6 $2.8M 11k 261.86

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Procter & Gamble Company (PG) 1.4 $2.5M 18k 139.01
Wal-Mart Stores (WMT) 1.4 $2.4M 17k 139.93
Merck & Co (MRK) 1.4 $2.4M 29k 82.95
Spdr Ser Tr Blomberg Brc Inv (FLRN) 1.4 $2.4M +20% 79k 30.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $2.1M +6% 26k 83.04
Ishares Tr Russell 3000 Etf (IWV) 1.2 $2.1M 11k 195.70
Visa Com Cl A (V) 1.2 $2.1M +3% 11k 199.92
Pepsi (PEP) 1.2 $2.1M 15k 138.60
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.2 $2.1M +41% 41k 50.80
Exxon Mobil Corporation (XOM) 1.1 $2.0M -2% 58k 34.33
Ishares Tr Msci Eafe Etf (EFA) 1.1 $1.9M +7% 31k 63.66
Thermo Fisher Scientific (TMO) 1.1 $1.9M 4.3k 441.42
Intel Corporation (INTC) 1.0 $1.7M -2% 34k 51.78
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.7M 1.2k 1465.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.7M +6% 40k 43.24
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.7M 17k 103.72
Illinois Tool Works (ITW) 0.9 $1.7M 8.6k 193.21
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $1.6M 42k 38.65
Abbott Laboratories (ABT) 0.8 $1.5M 14k 108.82
International Business Machines (IBM) 0.8 $1.5M -3% 12k 121.70
Pfizer (PFE) 0.8 $1.5M +3% 41k 36.69
JPMorgan Chase & Co. (JPM) 0.8 $1.4M 15k 96.27
Bristol Myers Squibb (BMY) 0.8 $1.4M -3% 24k 60.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.3M 16k 82.86
McDonald's Corporation (MCD) 0.7 $1.3M 5.7k 219.53
Colgate-Palmolive Company (CL) 0.7 $1.2M 16k 77.14
Independent Bank (INDB) 0.7 $1.2M -9% 24k 52.38
Trex Company (TREX) 0.7 $1.2M +100% 17k 71.63
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.2M 19k 63.74
Costco Wholesale Corporation (COST) 0.7 $1.2M 3.3k 355.12
3M Company (MMM) 0.6 $1.0M 6.4k 160.20
Disney Walt Com Disney (DIS) 0.6 $1.0M +4% 8.2k 124.12
Nike CL B (NKE) 0.6 $1.0M -14% 8.0k 125.55
Cisco Systems (CSCO) 0.6 $998k 25k 39.37
Ishares Tr Msci Usa Value (VLUE) 0.5 $927k 13k 73.81
Abbvie (ABBV) 0.5 $851k 9.7k 87.55
Chevron Corporation (CVX) 0.5 $844k -11% 12k 72.04
Chubb (CB) 0.5 $824k 7.1k 116.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $816k +21% 16k 51.00
Cigna Corp (CI) 0.5 $800k -2% 4.7k 169.46
Lowe's Companies (LOW) 0.4 $788k -28% 4.8k 165.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $776k 18k 44.09
Texas Instruments Incorporated (TXN) 0.4 $740k 5.2k 142.77
Comcast Corp Cl A (CMCSA) 0.4 $717k -4% 16k 46.26
Automatic Data Processing (ADP) 0.4 $713k 5.1k 139.56
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $680k NEW 5.3k 128.64
UnitedHealth (UNH) 0.4 $673k +3% 2.2k 311.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $672k +6% 7.6k 88.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $661k 3.1k 212.88
Kimberly-Clark Corporation (KMB) 0.4 $657k 4.4k 147.67
Honeywell International (HON) 0.4 $656k -25% 4.0k 164.70
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $636k 11k 60.00
Coca-Cola Company (KO) 0.4 $633k 13k 49.37
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $616k 12k 53.61
FedEx Corporation (FDX) 0.3 $610k +2% 2.4k 251.34
Raytheon Technologies Corp (RTX) 0.3 $601k +4% 10k 57.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $601k 2.0k 307.73
Akamai Technologies (AKAM) 0.3 $597k 5.4k 110.56
Metropcs Communications (TMUS) 0.3 $597k +5% 5.2k 114.39
Waste Management (WM) 0.3 $592k -8% 5.2k 113.08
Marsh & McLennan Companies (MMC) 0.3 $576k 5.0k 114.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $562k 11k 50.48
Danaher Corporation (DHR) 0.3 $551k +2% 2.6k 215.32
Astrazeneca Sponsored Adr (AZN) 0.3 $550k 10k 54.84
Accenture Plc Ireland Shs Class A (ACN) 0.3 $550k 2.4k 225.97
Medtronic SHS (MDT) 0.3 $523k 5.0k 103.96
At&t (T) 0.3 $517k -4% 18k 28.53
Starbucks Corporation (SBUX) 0.3 $493k +2% 5.7k 85.87
Union Pacific Corporation (UNP) 0.3 $489k +7% 2.5k 197.02
Emerson Electric (EMR) 0.3 $476k 7.3k 65.50
CVS Caremark Corporation (CVS) 0.3 $471k -14% 8.1k 58.41
Spdr Gold Tr Gold Shs (GLD) 0.3 $464k +15% 2.6k 177.30
Toronto Dominion Bk Ont Com New (TD) 0.3 $444k 9.6k 46.22
BlackRock (BLK) 0.3 $441k +3% 783.00 563.22
Kkr & Co (KKR) 0.2 $418k 12k 34.38
Mastercard Incorporated Cl A (MA) 0.2 $415k 1.2k 338.22
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $414k +6% 4.4k 93.52
Adobe Systems Incorporated (ADBE) 0.2 $408k 831.00 490.97
Renaissance Re Holdings Ltd Cmn (RNR) 0.2 $407k 2.4k 169.58
Monster Beverage Corp (MNST) 0.2 $405k 5.1k 80.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $403k +52% 9.9k 40.91
IDEXX Laboratories (IDXX) 0.2 $393k 1.0k 393.00
Nuveen Muni Value Fund (NUV) 0.2 $389k 37k 10.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $386k -3% 2.3k 170.27
Verizon Communications (VZ) 0.2 $385k 6.5k 59.53
TJX Companies (TJX) 0.2 $373k +3% 6.7k 55.66
Select Sector Spdr Tr Energy (XLE) 0.2 $372k NEW 12k 29.97
Mondelez Intl Cl A (MDLZ) 0.2 $359k 6.2k 57.45
American Express Company (AXP) 0.2 $345k 3.4k 100.38
Nextera Energy (NEE) 0.2 $335k -5% 1.2k 277.55
General Electric Company (GE) 0.2 $334k 54k 6.24
Travelers Companies (TRV) 0.2 $331k 3.1k 108.17
United Parcel Service CL B (UPS) 0.2 $322k +3% 1.9k 166.75
Linde SHS (LIN) 0.2 $309k 1.3k 238.06
American Tower Reit (AMT) 0.2 $306k +16% 1.3k 241.71
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $293k 5.9k 49.39
Select Sector Spdr Tr Technology (XLK) 0.2 $290k 2.5k 116.84
Check Point Software Tech Lt Ord (CHKP) 0.2 $288k 2.4k 120.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $288k 4.1k 70.50
Eli Lilly & Co. (LLY) 0.2 $286k 1.9k 148.19
stock (SPLK) 0.2 $282k 1.5k 188.00
Oracle Corporation (ORCL) 0.2 $280k 4.7k 59.69
State Street Corporation (STT) 0.2 $278k -2% 4.7k 59.33
Ecolab (ECL) 0.2 $273k +6% 1.4k 199.85
Alphabet Cap Stk Cl C (GOOG) 0.1 $263k 179.00 1469.27
Cognizant Technology Solutio Cl A (CTSH) 0.1 $259k +5% 3.7k 69.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $254k 915.00 277.60
Zimmer Holdings (ZBH) 0.1 $253k 1.9k 136.09
Netflix (NFLX) 0.1 $250k 500.00 500.00
Nxp Semiconductors N V (NXPI) 0.1 $250k 2.0k 125.00
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $249k 2.1k 118.57
Constellation Brands Cl A (STZ) 0.1 $241k +6% 1.3k 189.47
Diageo Spon Adr New (DEO) 0.1 $239k NEW 1.7k 137.44
Hexcel Corporation (HXL) 0.1 $239k 7.1k 33.57
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $236k 1.7k 141.83
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $227k 735.00 308.84
Dominion Resources (D) 0.1 $220k 2.8k 78.88
American Electric Power Company (AEP) 0.1 $217k 2.6k 81.92
Becton, Dickinson and (BDX) 0.1 $216k 929.00 232.51
NVIDIA Corporation (NVDA) 0.1 $216k NEW 400.00 540.00
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $216k 11k 20.00
Paypal Holdings (PYPL) 0.1 $215k NEW 1.1k 196.89
General Mills (GIS) 0.1 $213k 3.4k 61.79
Church & Dwight (CHD) 0.1 $209k NEW 2.2k 93.85
The Trade Desk Com Cl A (TTD) 0.1 $208k NEW 400.00 520.00
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $202k NEW 8.4k 24.11
Ishares Msci Emerg Mrkt (EEMV) 0.1 $200k NEW 3.6k 55.08
Plug Power Com New (PLUG) 0.1 $134k 10k 13.40
Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $95k 19k 4.92
Brookline Ban (BRKL) 0.1 $91k -16% 11k 8.67
Zynga Cl A (ZNGA) 0.1 $91k 10k 9.10
Magenta Therapeutics (MGTA) 0.0 $82k 12k 6.83
Gabelli Equity Trust (GAB) 0.0 $73k 14k 5.08
Corbus Pharmaceuticals Hldgs (CRBP) 0.0 $60k +149% 33k 1.80
Fluent Inc cs (FLNT) 0.0 $37k -57% 15k 2.47
Verastem (VSTM) 0.0 $12k 10k 1.20

Past Filings by Aries Wealth Management

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