Aries Wealth Management
Latest statistics and disclosures from Aries Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VB, VO, SDY, and represent 19.02% of Aries Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: EDV, Linde, EFAV, VEA, VO, MNST, PXH, ACWI, TTD, EEM.
- Started 11 new stock positions in ROK, XLY, QCOM, TTD, Linde, MESO, XLI, STEM, SYK, QS. EDV.
- Reduced shares in these 10 stocks: JPST, Linde, INTC, SPTS, ADM, CAG, RSG, MSFT, SPY, QDF.
- Sold out of its positions in ADM, CAG, Corbus Pharmaceuticals Hldgs, NVTA, RIDE, RSG, Linde.
- Aries Wealth Management was a net buyer of stock by $2.7M.
- Aries Wealth Management has $244M in assets under management (AUM), dropping by 5.11%.
- Central Index Key (CIK): 0001729515
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Portfolio Holdings for Aries Wealth Management
Aries Wealth Management holds 194 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 6.4 | $16M | 95k | 164.90 |
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Microsoft Corporation (MSFT) | 4.2 | $10M | 35k | 288.30 |
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Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $7.6M | +2% | 40k | 189.56 |
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Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $7.2M | +4% | 34k | 210.92 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 2.4 | $5.8M | 47k | 123.71 |
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Vanguard Index Fds Growth Etf (VUG) | 2.4 | $5.8M | 23k | 249.44 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $5.6M | 14k | 409.39 |
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Exxon Mobil Corporation (XOM) | 2.2 | $5.4M | 49k | 109.66 |
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Johnson & Johnson (JNJ) | 2.0 | $4.8M | 31k | 155.00 |
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Home Depot (HD) | 1.8 | $4.4M | 15k | 295.11 |
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Ishares Tr Msci Eafe Etf (EFA) | 1.8 | $4.3M | +2% | 60k | 71.52 |
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Caterpillar (CAT) | 1.7 | $4.1M | 18k | 228.84 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $3.5M | -2% | 68k | 50.54 |
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Merck & Co (MRK) | 1.4 | $3.3M | 31k | 106.39 |
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.3 | $3.2M | -7% | 111k | 29.23 |
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Procter & Gamble Company (PG) | 1.3 | $3.1M | 21k | 148.69 |
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Amazon (AMZN) | 1.3 | $3.1M | 30k | 103.29 |
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Visa Com Cl A (V) | 1.3 | $3.1M | 14k | 225.46 |
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Wal-Mart Stores (WMT) | 1.2 | $3.0M | 20k | 147.45 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.9M | 28k | 103.73 |
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Pepsi (PEP) | 1.2 | $2.9M | 16k | 182.30 |
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Thermo Fisher Scientific (TMO) | 1.2 | $2.8M | -2% | 4.9k | 576.37 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.1 | $2.7M | +4% | 43k | 62.34 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $2.6M | +2% | 21k | 124.06 |
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Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $2.6M | 11k | 235.41 |
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Spdr Ser Tr Bloomberg Invt (FLRN) | 1.0 | $2.6M | 84k | 30.43 |
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Ishares Tr Msci Usa Min Vol (USMV) | 1.0 | $2.5M | +2% | 34k | 72.74 |
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JPMorgan Chase & Co. (JPM) | 0.9 | $2.3M | 18k | 130.31 |
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Illinois Tool Works (ITW) | 0.9 | $2.2M | 9.0k | 243.45 |
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Meta Platforms Cl A (META) | 0.9 | $2.1M | 9.9k | 211.94 |
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Abbvie (ABBV) | 0.8 | $2.0M | 13k | 159.37 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $2.0M | -3% | 42k | 47.82 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.8 | $2.0M | 26k | 76.23 |
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Costco Wholesale Corporation (COST) | 0.8 | $1.9M | 3.9k | 496.87 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $1.9M | +14% | 49k | 39.46 |
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Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.9M | 11k | 183.22 |
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Bristol Myers Squibb (BMY) | 0.8 | $1.8M | 26k | 69.31 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $1.8M | 45k | 40.40 |
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Chevron Corporation (CVX) | 0.7 | $1.8M | 11k | 163.16 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $1.8M | 11k | 154.01 |
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McDonald's Corporation (MCD) | 0.7 | $1.7M | 6.2k | 279.61 |
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UnitedHealth (UNH) | 0.7 | $1.7M | 3.5k | 472.59 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $1.6M | -48% | 33k | 50.32 |
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Pfizer (PFE) | 0.7 | $1.6M | 40k | 40.80 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $1.6M | 21k | 76.49 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.6M | +49% | 35k | 45.17 |
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.6 | $1.6M | +20% | 85k | 18.36 |
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International Business Machines (IBM) | 0.6 | $1.5M | 12k | 131.09 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.5M | +2% | 5.0k | 308.77 |
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Abbott Laboratories (ABT) | 0.6 | $1.5M | 15k | 101.26 |
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Independent Bank (INDB) | 0.6 | $1.5M | 23k | 65.62 |
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Nike CL B (NKE) | 0.6 | $1.4M | 12k | 122.64 |
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Chubb (CB) | 0.6 | $1.4M | 7.2k | 194.18 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.4M | 3.7k | 376.12 |
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Waste Management (WM) | 0.5 | $1.3M | +5% | 8.1k | 163.17 |
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Eli Lilly & Co. (LLY) | 0.5 | $1.3M | 3.7k | 343.42 |
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Automatic Data Processing (ADP) | 0.5 | $1.2M | 5.6k | 222.63 |
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Cisco Systems (CSCO) | 0.5 | $1.2M | -6% | 24k | 52.27 |
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Metropcs Communications (TMUS) | 0.5 | $1.2M | 8.5k | 144.84 |
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IDEXX Laboratories (IDXX) | 0.5 | $1.2M | +2% | 2.5k | 500.08 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.2M | 4.3k | 285.81 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $1.2M | 22k | 53.47 |
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Raytheon Technologies Corp (RTX) | 0.5 | $1.2M | 12k | 97.93 |
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Colgate-Palmolive Company (CL) | 0.5 | $1.2M | 16k | 75.15 |
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Texas Instruments Incorporated (TXN) | 0.5 | $1.2M | 6.2k | 186.01 |
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Nextera Energy (NEE) | 0.5 | $1.1M | +2% | 15k | 77.08 |
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Walt Disney Company (DIS) | 0.5 | $1.1M | +2% | 11k | 100.13 |
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Vanguard World Extended Dur (EDV) | 0.5 | $1.1M | NEW | 12k | 90.54 |
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Cigna Corp (CI) | 0.4 | $1.0M | 4.0k | 255.53 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $1.0M | +5% | 31k | 32.35 |
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Coca-Cola Company (KO) | 0.4 | $966k | 16k | 62.03 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $948k | +35% | 10k | 91.16 |
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.4 | $943k | +12% | 21k | 44.06 |
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Marsh & McLennan Companies (MMC) | 0.4 | $922k | 5.5k | 166.55 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $906k | +161% | 13k | 67.65 |
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Lowe's Companies (LOW) | 0.4 | $896k | 4.5k | 199.97 |
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Ishares Tr Short Treas Bd (SHV) | 0.4 | $880k | +2% | 8.0k | 110.50 |
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TJX Companies (TJX) | 0.3 | $843k | 11k | 78.36 |
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Trex Company (TREX) | 0.3 | $837k | 17k | 48.67 |
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Union Pacific Corporation (UNP) | 0.3 | $835k | 4.1k | 201.26 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $821k | +18% | 6.3k | 129.46 |
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Flexshares Tr Qualt Divd Idx (QDF) | 0.3 | $795k | -11% | 15k | 54.46 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $765k | +14% | 10k | 74.71 |
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Impinj (PI) | 0.3 | $763k | 5.6k | 135.52 |
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.3 | $731k | 12k | 60.95 |
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Linde SHS | 0.3 | $721k | NEW | 2.0k | 353.75 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $717k | 9.7k | 73.83 |
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Honeywell International (HON) | 0.3 | $714k | 3.7k | 191.12 |
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BlackRock (BLK) | 0.3 | $699k | 1.0k | 669.12 |
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Emerson Electric (EMR) | 0.3 | $687k | 7.9k | 87.14 |
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Astrazeneca Sponsored Adr (AZN) | 0.3 | $683k | 9.8k | 69.41 |
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Starbucks Corporation (SBUX) | 0.3 | $681k | 6.5k | 104.13 |
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Select Sector Spdr Tr Technology (XLK) | 0.3 | $676k | -2% | 4.5k | 151.01 |
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General Electric Com New (GE) | 0.3 | $672k | +5% | 7.0k | 95.60 |
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3M Company (MMM) | 0.3 | $666k | 6.3k | 105.11 |
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FedEx Corporation (FDX) | 0.3 | $665k | 2.9k | 228.49 |
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Danaher Corporation (DHR) | 0.3 | $648k | 2.6k | 252.04 |
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Constellation Brands Cl A (STZ) | 0.3 | $645k | 2.9k | 225.89 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $634k | +5% | 7.7k | 82.16 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $631k | -4% | 3.1k | 204.10 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $631k | 11k | 59.51 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $631k | 4.4k | 144.62 |
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American Express Company (AXP) | 0.2 | $604k | 3.7k | 164.95 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $578k | 15k | 37.91 |
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CVS Caremark Corporation (CVS) | 0.2 | $565k | 7.6k | 74.31 |
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Simplify Exchange Traded Fun Managed Futures (CTA) | 0.2 | $551k | 24k | 23.42 |
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Intel Corporation (INTC) | 0.2 | $540k | -42% | 17k | 32.67 |
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Ishares Tr National Mun Etf (MUB) | 0.2 | $537k | 5.0k | 107.74 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $525k | -3% | 7.5k | 69.72 |
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Monster Beverage Corp (MNST) | 0.2 | $524k | +100% | 9.7k | 54.01 |
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American Tower Reit (AMT) | 0.2 | $518k | -2% | 2.5k | 204.34 |
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NVIDIA Corporation (NVDA) | 0.2 | $509k | +8% | 1.8k | 277.77 |
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Agnico (AEM) | 0.2 | $506k | +5% | 9.9k | 50.97 |
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Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $503k | 9.2k | 54.57 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $499k | +16% | 2.0k | 244.33 |
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Travelers Companies (TRV) | 0.2 | $490k | 2.9k | 171.41 |
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Toronto Dominion Bk Ont Com New (TD) | 0.2 | $489k | 8.2k | 59.90 |
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Kkr & Co (KKR) | 0.2 | $484k | 9.2k | 52.52 |
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Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $481k | 2.4k | 200.34 |
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United Parcel Service CL B (UPS) | 0.2 | $445k | 2.3k | 193.99 |
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Hexcel Corporation (HXL) | 0.2 | $444k | 6.5k | 68.25 |
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Fs Kkr Capital Corp (FSK) | 0.2 | $442k | 24k | 18.50 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $439k | +12% | 4.2k | 104.00 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $435k | 1.2k | 363.41 |
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McKesson Corporation (MCK) | 0.2 | $427k | 1.2k | 356.05 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $420k | 3.1k | 134.22 |
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Diageo Spon Adr New (DEO) | 0.2 | $405k | 2.2k | 181.18 |
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State Street Corporation (STT) | 0.2 | $400k | +10% | 5.3k | 75.69 |
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Prologis (PLD) | 0.2 | $396k | +3% | 3.2k | 124.77 |
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Nucor Corporation (NUE) | 0.2 | $379k | 2.5k | 154.47 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $378k | 1.2k | 320.93 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $377k | -2% | 5.6k | 67.69 |
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Nxp Semiconductors N V (NXPI) | 0.2 | $373k | 2.0k | 186.47 |
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Allstate Corporation (ALL) | 0.1 | $364k | 3.3k | 110.81 |
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Totalenergies Se Sponsored Ads (TTE) | 0.1 | $357k | 6.1k | 59.05 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $354k | -8% | 11k | 32.15 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $350k | -3% | 3.0k | 117.65 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $345k | +2% | 4.3k | 80.22 |
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Unilever Spon Adr New (UL) | 0.1 | $328k | +12% | 6.3k | 51.93 |
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Medtronic SHS (MDT) | 0.1 | $326k | 4.0k | 80.62 |
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Nuveen Muni Value Fund (NUV) | 0.1 | $322k | 37k | 8.81 |
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Shell Spon Ads (SHEL) | 0.1 | $318k | +4% | 5.5k | 57.54 |
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Check Point Software Tech Lt Ord (CHKP) | 0.1 | $314k | -4% | 2.4k | 130.00 |
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American Water Works (AWK) | 0.1 | $308k | +2% | 2.1k | 146.49 |
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O'reilly Automotive (ORLY) | 0.1 | $301k | 354.00 | 848.98 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $292k | +3% | 757.00 | 385.37 |
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Akamai Technologies (AKAM) | 0.1 | $290k | -21% | 3.7k | 78.30 |
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General Mills (GIS) | 0.1 | $287k | 3.4k | 85.46 |
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Rocket Lab Usa (RKLB) | 0.1 | $286k | 71k | 4.04 |
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Becton, Dickinson and (BDX) | 0.1 | $286k | -6% | 1.2k | 247.54 |
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L3harris Technologies (LHX) | 0.1 | $285k | -4% | 1.5k | 196.24 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $280k | -4% | 1.1k | 255.47 |
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Schlumberger Com Stk (SLB) | 0.1 | $277k | 5.6k | 49.10 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $277k | 4.5k | 60.93 |
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4068594 Enphase Energy (ENPH) | 0.1 | $272k | +14% | 1.3k | 210.28 |
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Oracle Corporation (ORCL) | 0.1 | $270k | -15% | 2.9k | 92.92 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $267k | 4.4k | 59.96 |
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Alexandria Real Estate Equities (ARE) | 0.1 | $265k | +7% | 2.1k | 125.59 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $260k | 2.7k | 96.70 |
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Ecolab (ECL) | 0.1 | $259k | 1.6k | 165.53 |
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Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $255k | 2.1k | 121.20 |
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $252k | 1.7k | 151.14 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $249k | 735.00 | 339.32 |
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Genuine Parts Company (GPC) | 0.1 | $249k | 1.5k | 167.31 |
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Dbx Etf Tr Xtrckr Rusl 1000 (QARP) | 0.1 | $247k | 6.3k | 39.40 |
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Axsome Therapeutics (AXSM) | 0.1 | $247k | 4.0k | 61.68 |
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Church & Dwight (CHD) | 0.1 | $244k | 2.8k | 88.41 |
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The Trade Desk Com Cl A (TTD) | 0.1 | $244k | NEW | 4.0k | 60.91 |
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Phillips 66 (PSX) | 0.1 | $244k | 2.4k | 101.38 |
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Hartford Financial Services (HIG) | 0.1 | $241k | 3.5k | 69.69 |
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American Electric Power Company (AEP) | 0.1 | $237k | 2.6k | 90.99 |
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Paychex (PAYX) | 0.1 | $234k | 2.0k | 114.59 |
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Lockheed Martin Corporation (LMT) | 0.1 | $229k | -5% | 484.00 | 472.73 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $225k | +4% | 3.8k | 58.54 |
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At&t (T) | 0.1 | $223k | 12k | 19.25 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $218k | -14% | 4.3k | 50.66 |
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Rockwell Automation (ROK) | 0.1 | $215k | NEW | 733.00 | 293.45 |
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Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $215k | NEW | 2.1k | 101.18 |
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Qualcomm (QCOM) | 0.1 | $214k | NEW | 1.7k | 127.58 |
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Stryker Corporation (SYK) | 0.1 | $213k | NEW | 745.00 | 285.47 |
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Goldman Sachs (GS) | 0.1 | $211k | 644.00 | 327.11 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $210k | 2.5k | 83.04 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $209k | NEW | 1.4k | 149.54 |
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ConocoPhillips (COP) | 0.1 | $208k | -3% | 2.1k | 99.21 |
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Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $206k | 10k | 19.78 |
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Quantumscape Corp Com Cl A (QS) | 0.0 | $94k | NEW | 12k | 8.18 |
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Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $74k | 19k | 3.81 |
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Seres Therapeutics (MCRB) | 0.0 | $68k | +20% | 12k | 5.67 |
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Stem (STEM) | 0.0 | $57k | NEW | 10k | 5.67 |
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Verastem (VSTM) | 0.0 | $40k | +86% | 97k | 0.42 |
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Fluent Inc cs (FLNT) | 0.0 | $33k | 40k | 0.82 |
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Mesoblast Spons Adr (MESO) | 0.0 | $33k | NEW | 10k | 3.29 |
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Forte Biosciences (FBRX) | 0.0 | $13k | 13k | 1.01 |
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Hyzon Motors *w Exp 10/02/202 (HYZNW) | 0.0 | $685.000000 | 10k | 0.07 |
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Past Filings by Aries Wealth Management
SEC 13F filings are viewable for Aries Wealth Management going back to 2017
- 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
- Aries Wealth Management 2020 Q4 filed Jan. 22, 2021
- Aries Wealth Management 2020 Q3 filed Oct. 14, 2020
- Aries Wealth Management 2020 Q2 filed July 9, 2020
- Aries Wealth Management 2020 Q1 filed April 9, 2020
- Aries Wealth Management 2019 Q4 filed Jan. 13, 2020
- Aries Wealth Management 2019 Q3 filed Oct. 22, 2019