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, VB, SPY, and represent 21.44% of Aries Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$19M), VO (+$12M), SGOV (+$5.2M), KLAC, EFA, VTV, GDLC, VCIT, PANW, IWF.
- Started 13 new stock positions in HON, HONA, CRWD, IWR, ABEO, SNOW, PANW, XLI, QCOM, MHK. CVS, DAL, WTAI.
- Reduced shares in these 10 stocks: Honeywell International, TTMI, RKLB, CI, CCI, , SLB, JMST, GE, SDY.
- Sold out of its positions in COR, CCI, Honeywell International, RDW, SLB.
- Aries Wealth Management was a net buyer of stock by $45M.
- Aries Wealth Management has $509M in assets under management (AUM), dropping by 11.97%.
- Central Index Key (CIK): 0001729515
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Portfolio Holdings for Aries Wealth Management
Aries Wealth Management holds 242 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.9 | $25M | 86k | 289.36 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $23M | +518% | 261k | 86.14 |
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| Ishares Tr Msci Eafe Etf (EFA) | 4.3 | $22M | +6% | 209k | 103.88 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.0 | $20M | 67k | 303.12 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.9 | $20M | +2% | 27k | 746.77 |
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| Caterpillar (CAT) | 3.7 | $19M | 18k | 1064.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 3.1 | $16M | +307% | 195k | 80.57 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 2.8 | $14M | +56% | 142k | 100.67 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.7 | $14M | +2% | 203k | 68.41 |
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| Microsoft Corporation (MSFT) | 2.6 | $13M | 36k | 373.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $12M | 33k | 357.37 |
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| Amazon (AMZN) | 2.0 | $10M | 43k | 238.34 |
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| Vanguard Index Fds Value Etf (VTV) | 2.0 | $10M | +7% | 47k | 217.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $7.4M | 20k | 370.04 |
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| Spdr Series Trust St Str Sp Div (SDY) | 1.4 | $7.4M | -2% | 49k | 152.18 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $6.5M | 15k | 426.40 |
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| Johnson & Johnson (JNJ) | 1.3 | $6.5M | 25k | 253.97 |
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| Meta Platforms Cl A (META) | 1.2 | $6.2M | 11k | 563.29 |
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| Wal-Mart Stores (WMT) | 1.2 | $6.2M | 54k | 113.26 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 1.2 | $6.0M | 216k | 27.88 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $5.7M | 17k | 327.33 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $5.7M | 41k | 136.72 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $5.5M | +6% | 67k | 82.11 |
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| Home Depot (HD) | 1.0 | $5.2M | 15k | 352.67 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $5.2M | 14k | 368.38 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $5.2M | 24k | 219.43 |
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| Eli Lilly & Co. (LLY) | 1.0 | $5.0M | 4.1k | 1199.43 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.9 | $4.6M | 48k | 95.62 |
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| Visa Com Cl A (V) | 0.9 | $4.5M | 13k | 343.09 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.9 | $4.4M | +12% | 53k | 82.65 |
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| Spdr Series Trust St Str Rate Etf (FLRN) | 0.7 | $3.8M | -2% | 124k | 30.85 |
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| Costco Wholesale Corporation (COST) | 0.7 | $3.8M | 4.0k | 935.47 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.7 | $3.5M | 22k | 156.97 |
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| Merck & Co (MRK) | 0.6 | $3.3M | 26k | 128.50 |
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| International Business Machines (IBM) | 0.6 | $3.2M | 12k | 281.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $3.1M | +14% | 31k | 98.98 |
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| Abbvie (ABBV) | 0.6 | $3.0M | -4% | 12k | 251.64 |
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| Procter & Gamble Company (PG) | 0.6 | $2.9M | 20k | 146.64 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $2.9M | +3% | 39k | 75.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.8M | +8% | 3.8k | 736.40 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.5 | $2.8M | 29k | 96.46 |
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| Waste Management (WM) | 0.5 | $2.8M | 12k | 222.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.7M | +7% | 4.0k | 686.81 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $2.6M | -2% | 49k | 52.41 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.6M | -3% | 43k | 59.69 |
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| Chubb (CB) | 0.5 | $2.5M | 7.4k | 340.74 |
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| Kla Corp Com New (KLAC) | 0.5 | $2.5M | +900% | 8.2k | 301.71 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.4M | -3% | 4.7k | 501.36 |
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| Ge Aerospace Com New (GE) | 0.4 | $2.2M | -8% | 6.0k | 373.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.2M | 31k | 71.25 |
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| TJX Companies (TJX) | 0.4 | $2.2M | 15k | 151.50 |
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| Ge Vernova (GEV) | 0.4 | $2.2M | 1.8k | 1174.86 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.0M | 11k | 189.73 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $2.0M | +13% | 39k | 50.57 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.9M | 6.5k | 298.07 |
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| Pepsi (PEP) | 0.4 | $1.9M | -2% | 14k | 135.40 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $1.9M | +3% | 37k | 50.23 |
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| Cisco Systems (CSCO) | 0.4 | $1.8M | 16k | 117.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.7M | 4.9k | 353.33 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.7M | -4% | 22k | 79.03 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.3 | $1.7M | -2% | 22k | 75.64 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.3 | $1.7M | 65k | 25.95 |
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| IDEXX Laboratories (IDXX) | 0.3 | $1.7M | 3.2k | 526.44 |
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| Abbott Laboratories (ABT) | 0.3 | $1.7M | 18k | 90.74 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.7M | 8.3k | 200.09 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.6M | +24% | 21k | 77.91 |
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| Illinois Tool Works (ITW) | 0.3 | $1.6M | 6.1k | 270.47 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.6M | 20k | 83.75 |
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| Chevron Corporation (CVX) | 0.3 | $1.6M | 9.6k | 165.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 3.2k | 500.39 |
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| Automatic Data Processing (ADP) | 0.3 | $1.6M | -6% | 7.1k | 223.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.6M | 6.7k | 236.62 |
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| McDonald's Corporation (MCD) | 0.3 | $1.6M | 5.8k | 270.31 |
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| Intel Corporation (INTC) | 0.3 | $1.6M | 11k | 139.63 |
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| Broadcom (AVGO) | 0.3 | $1.5M | 4.1k | 377.75 |
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| Blackrock (BLK) | 0.3 | $1.5M | 1.6k | 961.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.5M | 16k | 96.58 |
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| Grayscale Ethereum Staking Shs New (ETH) | 0.3 | $1.5M | +6% | 100k | 15.03 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.3 | $1.5M | -2% | 28k | 53.11 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $1.4M | 7.5k | 190.52 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $1.4M | -13% | 27k | 51.00 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.4M | 5.0k | 272.00 |
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| Rocket Lab Corp (RKLB) | 0.3 | $1.3M | -20% | 13k | 101.65 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.3M | -3% | 6.0k | 212.77 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.3M | 14k | 91.68 |
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| Independent Bank (INDB) | 0.2 | $1.2M | 15k | 83.72 |
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| Nextera Energy (NEE) | 0.2 | $1.2M | 14k | 87.77 |
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| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.2 | $1.2M | +66% | 46k | 26.39 |
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| Linde SHS (LIN) | 0.2 | $1.2M | 2.3k | 518.94 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $1.2M | 15k | 76.11 |
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| Uber Technologies (UBER) | 0.2 | $1.2M | +8% | 16k | 72.16 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $1.1M | 13k | 88.54 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $1.1M | +2% | 4.5k | 246.21 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.1M | 2.5k | 433.33 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.1M | 10k | 107.62 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.2 | $1.0M | +3% | 40k | 25.94 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.0M | +38% | 1.4k | 748.89 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $996k | 1.9k | 513.60 |
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| Lowe's Companies (LOW) | 0.2 | $989k | 4.5k | 220.49 |
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| Coca-Cola Company (KO) | 0.2 | $988k | 12k | 81.27 |
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| Axsome Therapeutics (AXSM) | 0.2 | $979k | 4.0k | 244.77 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $975k | 19k | 51.05 |
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| Kodiak Sciences (KOD) | 0.2 | $974k | 25k | 38.96 |
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| Servicenow (NOW) | 0.2 | $970k | +23% | 9.8k | 99.28 |
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| Monster Beverage Corp (MNST) | 0.2 | $932k | 9.7k | 96.12 |
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| McKesson Corporation (MCK) | 0.2 | $913k | 1.2k | 755.60 |
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| Emerson Electric (EMR) | 0.2 | $886k | 6.2k | 143.15 |
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| 3M Company (MMM) | 0.2 | $885k | 5.5k | 161.91 |
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| Travelers Companies (TRV) | 0.2 | $878k | 2.7k | 330.12 |
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| Eaton Corp SHS (ETN) | 0.2 | $867k | 2.0k | 426.12 |
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| Netflix (NFLX) | 0.2 | $862k | +29% | 12k | 71.40 |
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| Agnico (AEM) | 0.2 | $859k | 5.5k | 155.13 |
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| Astrazeneca Ord (AZN) | 0.2 | $839k | 4.5k | 187.12 |
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| Williams-Sonoma (WSM) | 0.2 | $835k | 3.6k | 233.10 |
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| Kkr & Co (KKR) | 0.2 | $814k | 8.9k | 91.78 |
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| Dell Technologies CL C (DELL) | 0.2 | $812k | 1.9k | 431.46 |
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| State Street Corporation (STT) | 0.2 | $811k | 4.8k | 169.60 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.2 | $803k | 6.1k | 132.76 |
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| American Express Company (AXP) | 0.1 | $710k | 2.1k | 338.25 |
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| Pfizer (PFE) | 0.1 | $704k | -2% | 29k | 24.08 |
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| Walt Disney Company (DIS) | 0.1 | $704k | 7.3k | 96.25 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $697k | 4.4k | 158.66 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $657k | +6% | 6.0k | 110.35 |
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| Goldman Sachs (GS) | 0.1 | $651k | 644.00 | 1011.37 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $636k | 7.7k | 82.84 |
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| Hubbell (HUBB) | 0.1 | $631k | 1.2k | 523.20 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $625k | 14k | 45.52 |
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| Bristol Myers Squibb (BMY) | 0.1 | $622k | 11k | 57.62 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $619k | 3.7k | 166.67 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $613k | 2.2k | 281.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $599k | +300% | 4.8k | 124.17 |
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| Shell Spon Ads (SHEL) | 0.1 | $595k | -3% | 7.7k | 77.54 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $586k | +2% | 10k | 57.84 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $584k | -17% | 11k | 53.61 |
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| Totalenergies Se Act (TTE) | 0.1 | $579k | 7.4k | 77.76 |
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| Impinj (PI) | 0.1 | $573k | 4.0k | 143.23 |
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| Spdr Series Trust Sp Kensho Newec (KOMP) | 0.1 | $573k | 8.0k | 71.50 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $572k | 5.0k | 114.88 |
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| United Rentals (URI) | 0.1 | $566k | 500.00 | 1132.89 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $566k | -12% | 4.5k | 124.44 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $564k | 7.7k | 73.41 |
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| Oracle Corporation (ORCL) | 0.1 | $551k | -2% | 3.8k | 146.55 |
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| Metropcs Communications (TMUS) | 0.1 | $548k | 3.3k | 167.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $547k | +5% | 7.2k | 75.51 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $545k | 7.1k | 77.11 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $532k | 1.7k | 316.90 |
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| salesforce (CRM) | 0.1 | $532k | +24% | 3.4k | 156.66 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $525k | +2% | 6.0k | 87.71 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $515k | 6.8k | 75.28 |
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| Nucor Corporation (NUE) | 0.1 | $513k | 2.3k | 222.75 |
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| Unum (UNM) | 0.1 | $513k | 5.7k | 89.40 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $508k | 8.5k | 59.73 |
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| Phillips 66 (PSX) | 0.1 | $503k | 3.0k | 169.05 |
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| Ptc (PTC) | 0.1 | $500k | 4.4k | 113.61 |
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| Ameriprise Financial (AMP) | 0.1 | $496k | 1.1k | 458.76 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $481k | 7.5k | 63.85 |
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| Palo Alto Networks (PANW) | 0.1 | $477k | NEW | 1.4k | 341.02 |
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| Cigna Corp (CI) | 0.1 | $476k | -37% | 1.7k | 275.68 |
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| FedEx Corporation (FDX) | 0.1 | $470k | 1.5k | 313.13 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $461k | 1.2k | 397.68 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $459k | 7.9k | 58.20 |
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| Hartford Financial Services (HIG) | 0.1 | $458k | 3.5k | 132.52 |
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| O'reilly Automotive (ORLY) | 0.1 | $457k | 5.0k | 92.09 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $454k | 464.00 | 978.12 |
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| Ecolab (ECL) | 0.1 | $432k | 1.5k | 278.61 |
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| Danaher Corporation (DHR) | 0.1 | $430k | 2.3k | 190.48 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $424k | +4% | 7.2k | 59.15 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $415k | 3.7k | 111.31 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $410k | 7.0k | 58.98 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $409k | 2.5k | 163.58 |
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| Spdr Series Trust St Str Nyse Tech (XNTK) | 0.1 | $391k | -16% | 1.0k | 390.65 |
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| AFLAC Incorporated (AFL) | 0.1 | $386k | -2% | 3.3k | 117.25 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $382k | NEW | 500.00 | 763.14 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $381k | 748.00 | 509.46 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $380k | 3.2k | 117.45 |
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| ConocoPhillips (COP) | 0.1 | $379k | 3.6k | 103.96 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $379k | 614.00 | 616.84 |
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| Quanta Services (PWR) | 0.1 | $375k | 521.00 | 720.04 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $374k | -14% | 2.4k | 158.25 |
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| Grayscale Ethereum Staking E SHS (ETHE) | 0.1 | $371k | -11% | 29k | 12.76 |
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| Dbx Etf Tr Xtrckr Rusl 1000 (QARP) | 0.1 | $365k | 5.6k | 64.82 |
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| Synopsys (SNPS) | 0.1 | $364k | +9% | 817.00 | 446.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $363k | 2.4k | 148.31 |
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| Williams Companies (WMB) | 0.1 | $360k | 4.8k | 74.34 |
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| Morgan Stanley Com New (MS) | 0.1 | $357k | 1.7k | 209.04 |
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| Dbx Etf Tr Xtrackers Msci (EASG) | 0.1 | $352k | 9.2k | 38.35 |
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| Republic Services (RSG) | 0.1 | $352k | 1.7k | 213.08 |
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| Hexcel Corporation (HXL) | 0.1 | $350k | 3.5k | 100.06 |
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| Constellation Energy (CEG) | 0.1 | $348k | 1.4k | 248.37 |
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| Allstate Corporation (ALL) | 0.1 | $343k | 1.4k | 237.94 |
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| Honeywell International (HON) | 0.1 | $343k | NEW | 1.5k | 223.90 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $341k | 2.9k | 117.28 |
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| Honeywell Aerospace (HONA) | 0.1 | $339k | NEW | 1.5k | 221.08 |
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| Cummins (CMI) | 0.1 | $332k | 465.00 | 713.21 |
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| Rockwell Automation (ROK) | 0.1 | $327k | 660.00 | 495.08 |
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| Amgen (AMGN) | 0.1 | $325k | 896.00 | 362.12 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $314k | +3% | 3.3k | 95.98 |
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| Xylem (XYL) | 0.1 | $313k | -5% | 2.7k | 118.21 |
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| Church & Dwight (CHD) | 0.1 | $301k | 3.1k | 96.88 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $301k | 605.00 | 496.73 |
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| Cps Technologies (CPSH) | 0.1 | $298k | -15% | 54k | 5.52 |
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| MercadoLibre (MELI) | 0.1 | $297k | 175.00 | 1697.39 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $287k | +700% | 2.4k | 119.52 |
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| Sherwin-Williams Company (SHW) | 0.1 | $283k | 821.00 | 344.32 |
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| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.1 | $279k | 4.6k | 60.32 |
|
|
| Qualcomm (QCOM) | 0.1 | $279k | NEW | 1.5k | 184.79 |
|
| Bwx Technologies (BWXT) | 0.1 | $277k | +24% | 1.4k | 194.65 |
|
| Carrier Global Corporation (CARR) | 0.1 | $276k | 3.8k | 73.35 |
|
|
| American Electric Power Company (AEP) | 0.1 | $274k | 2.0k | 136.81 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $266k | 2.0k | 131.43 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $260k | +9% | 2.4k | 107.13 |
|
| Tesla Motors (TSLA) | 0.1 | $258k | 614.00 | 420.60 |
|
|
| Altria (MO) | 0.1 | $257k | 3.6k | 71.95 |
|
|
| Textron (TXT) | 0.0 | $254k | 2.8k | 91.73 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $252k | 2.3k | 109.77 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $249k | 5.5k | 45.34 |
|
|
| Mohawk Industries (MHK) | 0.0 | $243k | NEW | 2.0k | 121.33 |
|
| Stryker Corporation (SYK) | 0.0 | $239k | 760.00 | 314.84 |
|
|
| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.0 | $238k | 8.6k | 27.74 |
|
|
| Deere & Company (DE) | 0.0 | $231k | 364.00 | 634.33 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $225k | NEW | 2.2k | 103.45 |
|
| Wells Fargo & Company (WFC) | 0.0 | $223k | 2.7k | 82.64 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $220k | NEW | 2.3k | 93.66 |
|
| Corteva (CTVA) | 0.0 | $219k | 2.6k | 84.69 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $217k | NEW | 2.0k | 110.32 |
|
| Toast Cl A (TOST) | 0.0 | $215k | 7.7k | 27.82 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $214k | NEW | 1.2k | 185.23 |
|
| TTM Technologies (TTMI) | 0.0 | $211k | -63% | 1.1k | 187.02 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $210k | NEW | 825.00 | 254.50 |
|
| Wisdomtree Tr Arti Int Inn Fd (WTAI) | 0.0 | $207k | NEW | 4.4k | 47.47 |
|
| Coupang Cl A (CPNG) | 0.0 | $200k | 12k | 17.37 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $156k | 15k | 10.50 |
|
|
| Verastem Com New (VSTM) | 0.0 | $118k | +17% | 31k | 3.82 |
|
| Abeona Therapeutics Com New (ABEO) | 0.0 | $77k | NEW | 13k | 6.18 |
|
| Grayscale Solana Staking Etf SHS (GSOL) | 0.0 | $74k | 14k | 5.53 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $51k | 10k | 5.06 |
|
|
| Coty Com Cl A (COTY) | 0.0 | $43k | 20k | 2.16 |
|
|
| Editas Medicine (EDIT) | 0.0 | $41k | 13k | 3.24 |
|
|
| Metavia Com Usd0.001 (MTVA) | 0.0 | $14k | 10k | 1.43 |
|
|
| American Bitcoin Corp. Com Cl A (ABTC) | 0.0 | $14k | 20k | 0.68 |
|
|
| Tscan Therapeutics (TCRX) | 0.0 | $9.8k | 10k | 0.98 |
|
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $9.7k | 10k | 0.97 |
|
Past Filings by Aries Wealth Management
SEC 13F filings are viewable for Aries Wealth Management going back to 2017
- 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
- Aries Wealth Management 2022 Q3 filed Nov. 2, 2022