Aries Wealth Management
Latest statistics and disclosures from Aries Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, EFA, VUG, VB, SPY, and represent 20.55% of Aries Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV, VB, EFA, EEM, XLE, VO, AZN, VTV, NOW, VUG.
- Started 13 new stock positions in AZN, RDW, SLB, CTVA, CARR, SNPS, TAN, PTC, MTVA, DE. CRS, NOW, BWXT.
- Reduced shares in these 10 stocks: AEM, GDX, AstraZeneca, , XOM, ORCL, RKLB, , CI, CTSH.
- Sold out of its positions in ADBE, AstraZeneca, BX, CTSH, CRWD, Fubotv, INTU, SLV, MHK, PAYX. QCOM, UNH.
- Aries Wealth Management was a net buyer of stock by $12M.
- Aries Wealth Management has $455M in assets under management (AUM), dropping by 0.70%.
- Central Index Key (CIK): 0001729515
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Portfolio Holdings for Aries Wealth Management
Aries Wealth Management holds 234 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $22M | 86k | 253.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 4.2 | $19M | +11% | 197k | 97.13 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.1 | $18M | +4% | 42k | 436.79 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.8 | $17M | +12% | 66k | 261.92 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.7 | $17M | +3% | 26k | 650.34 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 3.0 | $14M | +7% | 48k | 287.18 |
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| Microsoft Corporation (MSFT) | 2.9 | $13M | 36k | 370.17 |
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| Caterpillar (CAT) | 2.7 | $13M | 18k | 708.46 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.5 | $11M | +12% | 198k | 56.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $9.4M | 33k | 287.56 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.0 | $9.1M | +36% | 91k | 100.66 |
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| Amazon (AMZN) | 2.0 | $9.1M | 44k | 208.27 |
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| Vanguard Index Fds Value Etf (VTV) | 1.9 | $8.7M | +11% | 44k | 196.20 |
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| Spdr Series Trust State Street Spd (SDY) | 1.6 | $7.3M | -2% | 50k | 145.94 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $7.0M | -7% | 42k | 169.66 |
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| Wal-Mart Stores (WMT) | 1.5 | $6.8M | 54k | 124.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $6.4M | +7% | 20k | 320.81 |
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| Meta Platforms Cl A (META) | 1.4 | $6.3M | +4% | 11k | 572.13 |
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| Johnson & Johnson (JNJ) | 1.4 | $6.2M | 26k | 244.44 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $6.0M | -3% | 14k | 430.29 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 1.3 | $5.8M | +5% | 216k | 26.91 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.2 | $5.7M | 15k | 370.68 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $5.2M | +10% | 63k | 82.57 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $5.1M | 17k | 294.16 |
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| Home Depot (HD) | 1.1 | $4.9M | 15k | 328.88 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $4.5M | 24k | 191.81 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.9 | $4.3M | -3% | 49k | 87.84 |
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| Costco Wholesale Corporation (COST) | 0.9 | $4.0M | +2% | 4.0k | 996.43 |
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| Visa Com Cl A (V) | 0.9 | $4.0M | 13k | 302.24 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.9 | $3.9M | 47k | 82.75 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.9 | $3.9M | +2% | 126k | 30.78 |
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| Eli Lilly & Co. (LLY) | 0.8 | $3.8M | 4.1k | 919.77 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $3.4M | -21% | 37k | 91.77 |
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| Merck & Co (MRK) | 0.7 | $3.1M | 26k | 120.29 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.7 | $3.1M | +2% | 22k | 138.37 |
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| Procter & Gamble Company (PG) | 0.6 | $2.9M | -6% | 20k | 144.44 |
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| Waste Management (WM) | 0.6 | $2.8M | 12k | 229.79 |
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| International Business Machines (IBM) | 0.6 | $2.8M | 11k | 242.39 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $2.7M | -2% | 29k | 92.74 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $2.7M | +3% | 27k | 99.27 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $2.7M | 51k | 52.56 |
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| Abbvie (ABBV) | 0.6 | $2.7M | -3% | 12k | 217.49 |
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| Chubb (CB) | 0.5 | $2.4M | 7.4k | 325.93 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.4M | +4% | 45k | 54.05 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.4M | 4.9k | 491.53 |
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| TJX Companies (TJX) | 0.5 | $2.3M | 15k | 159.70 |
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| Pepsi (PEP) | 0.5 | $2.3M | -5% | 15k | 155.29 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.2M | 3.7k | 597.55 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.0M | 11k | 192.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.0M | 3.5k | 577.18 |
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| Chevron Corporation (CVX) | 0.4 | $2.0M | 9.6k | 206.90 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.0M | 31k | 64.08 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.4 | $1.9M | +26% | 64k | 29.99 |
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| Abbott Laboratories (ABT) | 0.4 | $1.9M | +2% | 18k | 102.67 |
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| Grayscale Ethereum Staking Shs New (ETH) | 0.4 | $1.9M | +42% | 94k | 19.86 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.8M | -7% | 6.5k | 283.77 |
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| McDonald's Corporation (MCD) | 0.4 | $1.8M | 5.8k | 310.79 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.8M | -2% | 23k | 79.27 |
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| IDEXX Laboratories (IDXX) | 0.4 | $1.8M | 3.2k | 561.89 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $1.8M | +13% | 36k | 49.95 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $1.8M | +152% | 29k | 61.26 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.8M | +5% | 35k | 50.61 |
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| Ge Vernova (GEV) | 0.4 | $1.6M | -6% | 1.8k | 872.90 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.4 | $1.6M | +59% | 32k | 50.98 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.4 | $1.6M | -2% | 23k | 69.90 |
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| Illinois Tool Works (ITW) | 0.3 | $1.6M | 6.1k | 260.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | -3% | 3.2k | 479.20 |
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| Automatic Data Processing (ADP) | 0.3 | $1.5M | 7.6k | 203.18 |
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| Blackrock (BLK) | 0.3 | $1.5M | 1.6k | 961.71 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.5M | 20k | 75.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.4M | 6.7k | 215.06 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.4M | -5% | 8.3k | 174.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.4M | 16k | 90.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | 4.9k | 286.86 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.3M | 17k | 78.41 |
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| Nextera Energy (NEE) | 0.3 | $1.3M | 14k | 92.88 |
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| Broadcom (AVGO) | 0.3 | $1.3M | -5% | 4.1k | 309.51 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.3M | 6.5k | 194.14 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.2M | 5.1k | 242.62 |
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| Kla Corp Com New (KLAC) | 0.3 | $1.2M | -2% | 824.00 | 1472.41 |
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| Cisco Systems (CSCO) | 0.3 | $1.2M | 16k | 77.59 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.2M | +2% | 6.2k | 191.92 |
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| Colgate-Palmolive Company (CL) | 0.3 | $1.2M | -2% | 14k | 85.23 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $1.2M | -4% | 39k | 30.22 |
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| Linde SHS (LIN) | 0.3 | $1.2M | 2.3k | 495.76 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.1M | +24% | 19k | 59.03 |
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| Agnico (AEM) | 0.2 | $1.1M | -45% | 5.5k | 202.98 |
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| Independent Bank (INDB) | 0.2 | $1.1M | 15k | 75.21 |
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| Uber Technologies (UBER) | 0.2 | $1.1M | +10% | 15k | 71.93 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.1M | 10k | 106.15 |
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| Lowe's Companies (LOW) | 0.2 | $1.1M | 4.5k | 236.28 |
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| Rocket Lab Corp (RKLB) | 0.2 | $1.1M | -27% | 17k | 64.22 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $1.1M | +36% | 15k | 68.47 |
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| McKesson Corporation (MCK) | 0.2 | $1.0M | 1.2k | 865.36 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $1.0M | 13k | 82.43 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.0M | 5.2k | 198.29 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.0M | 7.6k | 132.90 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $969k | 1.9k | 499.66 |
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| Kodiak Sciences (KOD) | 0.2 | $953k | 25k | 38.12 |
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| Coca-Cola Company (KO) | 0.2 | $926k | 12k | 76.05 |
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| Astrazeneca Ord (AZN) | 0.2 | $900k | NEW | 4.6k | 197.22 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $899k | 4.4k | 205.80 |
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| Netflix (NFLX) | 0.2 | $893k | +11% | 9.3k | 96.15 |
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| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.2 | $865k | +90% | 28k | 31.19 |
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| Pfizer (PFE) | 0.2 | $838k | 30k | 28.08 |
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| Servicenow (NOW) | 0.2 | $830k | NEW | 7.9k | 104.55 |
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| Kkr & Co (KKR) | 0.2 | $820k | 8.9k | 92.50 |
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| Emerson Electric (EMR) | 0.2 | $811k | -9% | 6.2k | 131.02 |
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| 3M Company (MMM) | 0.2 | $808k | -2% | 5.6k | 145.23 |
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| Travelers Companies (TRV) | 0.2 | $775k | 2.7k | 291.68 |
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| Cigna Corp (CI) | 0.2 | $741k | -27% | 2.8k | 266.75 |
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| Shell Spon Ads (SHEL) | 0.2 | $741k | 8.0k | 93.00 |
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| Eaton Corp SHS (ETN) | 0.2 | $728k | 2.0k | 357.67 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $724k | 14k | 52.76 |
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| Walt Disney Company (DIS) | 0.2 | $705k | -12% | 7.3k | 96.38 |
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| Monster Beverage Corp (MNST) | 0.2 | $703k | 9.7k | 72.46 |
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| Honeywell International | 0.2 | $694k | -5% | 3.1k | 226.03 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.2 | $687k | 6.1k | 113.60 |
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| Metropcs Communications (TMUS) | 0.2 | $686k | 3.3k | 210.03 |
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| Totalenergies Se Act (TTE) | 0.1 | $680k | 7.4k | 91.44 |
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| Axsome Therapeutics (AXSM) | 0.1 | $676k | 4.0k | 169.02 |
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| Bristol Myers Squibb (BMY) | 0.1 | $655k | 11k | 60.65 |
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| Williams-Sonoma (WSM) | 0.1 | $653k | 3.6k | 182.33 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $652k | +44% | 13k | 49.37 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $652k | 4.4k | 146.61 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $648k | 992.00 | 653.21 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $644k | -3% | 3.7k | 173.45 |
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| American Express Company (AXP) | 0.1 | $635k | 2.1k | 302.48 |
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| Ptc (PTC) | 0.1 | $626k | NEW | 4.4k | 142.49 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $619k | -20% | 5.6k | 110.39 |
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| State Street Corporation (STT) | 0.1 | $605k | 4.8k | 126.56 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $605k | +3% | 6.9k | 88.16 |
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| Hubbell (HUBB) | 0.1 | $592k | 1.2k | 490.74 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $571k | -12% | 9.9k | 57.64 |
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| Oracle Corporation (ORCL) | 0.1 | $566k | -44% | 3.8k | 147.11 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $565k | 7.7k | 73.64 |
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| Grayscale Ethereum Staking E SHS (ETHE) | 0.1 | $563k | 33k | 17.07 |
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| Goldman Sachs (GS) | 0.1 | $545k | 644.00 | 845.99 |
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| Phillips 66 (PSX) | 0.1 | $542k | 3.0k | 182.18 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $536k | -9% | 2.5k | 213.66 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $535k | 7.7k | 69.75 |
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| FedEx Corporation (FDX) | 0.1 | $534k | 1.5k | 356.18 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $534k | 5.8k | 91.37 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $525k | +45% | 1.1k | 460.99 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $514k | 1.2k | 426.40 |
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| salesforce (CRM) | 0.1 | $509k | -5% | 2.7k | 186.67 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $508k | 8.5k | 59.78 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $499k | 1.7k | 297.23 |
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| Intel Corporation (INTC) | 0.1 | $491k | 11k | 44.13 |
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| ConocoPhillips (COP) | 0.1 | $490k | 3.7k | 132.00 |
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| Ameriprise Financial (AMP) | 0.1 | $480k | 1.1k | 444.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $478k | 7.1k | 67.53 |
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| Hartford Financial Services (HIG) | 0.1 | $467k | 3.5k | 135.23 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $466k | 5.0k | 93.66 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $462k | 7.9k | 58.54 |
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| Spdr Series Trust State Street Spd (KOMP) | 0.1 | $461k | +92% | 7.9k | 58.48 |
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| O'reilly Automotive (ORLY) | 0.1 | $458k | 5.0k | 92.31 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $452k | 748.00 | 604.39 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $446k | 6.9k | 64.73 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $430k | 2.2k | 196.86 |
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| Danaher Corporation (DHR) | 0.1 | $428k | 2.3k | 189.60 |
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| Unum (UNM) | 0.1 | $419k | 5.7k | 73.03 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $415k | 464.00 | 895.24 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $414k | 7.0k | 59.55 |
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| Ecolab (ECL) | 0.1 | $412k | 1.5k | 266.02 |
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| Impinj (PI) | 0.1 | $411k | -20% | 4.0k | 102.70 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $407k | 3.7k | 109.10 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $398k | +30% | 3.2k | 125.46 |
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| Constellation Energy (CEG) | 0.1 | $391k | -2% | 1.4k | 279.25 |
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| Nucor Corporation (NUE) | 0.1 | $390k | -6% | 2.3k | 169.10 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $384k | 3.2k | 118.60 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $382k | NEW | 6.9k | 55.71 |
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| AFLAC Incorporated (AFL) | 0.1 | $369k | 3.4k | 109.71 |
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| United Rentals (URI) | 0.1 | $364k | 500.00 | 728.56 |
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| Republic Services (RSG) | 0.1 | $361k | -7% | 1.7k | 219.02 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $353k | 2.8k | 127.73 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $352k | 7.5k | 46.74 |
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| Williams Companies (WMB) | 0.1 | $352k | 4.8k | 72.78 |
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| Xylem (XYL) | 0.1 | $335k | 2.8k | 119.50 |
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| Dbx Etf Tr Xtrckr Rusl 1000 (QARP) | 0.1 | $332k | 5.6k | 58.99 |
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| Dbx Etf Tr Xtrackers Msci (EASG) | 0.1 | $323k | 9.2k | 35.14 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $319k | 2.9k | 108.98 |
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| Amgen (AMGN) | 0.1 | $316k | 898.00 | 351.85 |
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| Dell Technologies CL C (DELL) | 0.1 | $309k | 1.9k | 164.13 |
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| Spdr Series Trust State Street Spd (XNTK) | 0.1 | $306k | 1.2k | 255.28 |
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| TTM Technologies (TTMI) | 0.1 | $305k | 3.1k | 97.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $304k | 2.4k | 124.31 |
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| MercadoLibre (MELI) | 0.1 | $303k | 175.00 | 1729.02 |
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| Allstate Corporation (ALL) | 0.1 | $299k | 1.4k | 207.34 |
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| Synopsys (SNPS) | 0.1 | $297k | NEW | 748.00 | 396.48 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $296k | 2.5k | 118.51 |
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| Church & Dwight (CHD) | 0.1 | $290k | -3% | 3.1k | 93.32 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $289k | 2.0k | 142.85 |
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| Quanta Services (PWR) | 0.1 | $286k | 521.00 | 549.02 |
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| Hexcel Corporation (HXL) | 0.1 | $283k | 3.5k | 80.93 |
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| Morgan Stanley Com New (MS) | 0.1 | $281k | 1.7k | 164.57 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $270k | 605.00 | 446.54 |
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| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.1 | $268k | 4.6k | 57.96 |
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| Sherwin-Williams Company (SHW) | 0.1 | $263k | 821.00 | 320.55 |
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| American Electric Power Company (AEP) | 0.1 | $262k | 2.0k | 131.08 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $252k | 5.5k | 45.89 |
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| Cummins (CMI) | 0.1 | $250k | 465.00 | 538.02 |
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| Stryker Corporation (SYK) | 0.1 | $250k | -6% | 760.00 | 328.59 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $245k | 2.2k | 110.86 |
|
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| Textron (TXT) | 0.1 | $243k | 2.8k | 87.56 |
|
|
| Carpenter Technology Corporation (CRS) | 0.1 | $242k | NEW | 614.00 | 394.15 |
|
| Cps Technologies (CPSH) | 0.1 | $239k | +45% | 64k | 3.74 |
|
| Rockwell Automation (ROK) | 0.1 | $237k | 660.00 | 358.88 |
|
|
| Altria (MO) | 0.1 | $236k | 3.6k | 65.99 |
|
|
| Bwx Technologies (BWXT) | 0.1 | $234k | NEW | 1.1k | 204.49 |
|
| Crown Castle Intl (CCI) | 0.1 | $230k | 2.8k | 81.31 |
|
|
| Tesla Motors (TSLA) | 0.1 | $228k | -4% | 614.00 | 371.75 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $222k | -15% | 2.3k | 96.47 |
|
| AmerisourceBergen (COR) | 0.0 | $220k | 700.00 | 314.14 |
|
|
| SLB Com Stk (SLB) | 0.0 | $218k | NEW | 4.2k | 51.39 |
|
| Coupang Cl A (CPNG) | 0.0 | $218k | +11% | 12k | 18.88 |
|
| Corteva (CTVA) | 0.0 | $217k | NEW | 2.6k | 83.71 |
|
| Wells Fargo & Company (WFC) | 0.0 | $215k | -4% | 2.7k | 79.61 |
|
| Carrier Global Corporation (CARR) | 0.0 | $212k | NEW | 3.8k | 56.31 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $209k | 300.00 | 697.72 |
|
|
| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.0 | $209k | 8.6k | 24.31 |
|
|
| Deere & Company (DE) | 0.0 | $205k | NEW | 364.00 | 563.30 |
|
| Toast Cl A (TOST) | 0.0 | $204k | +2% | 7.7k | 26.51 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $152k | -34% | 15k | 10.18 |
|
| Verastem Com New (VSTM) | 0.0 | $139k | 26k | 5.30 |
|
|
| Redwire Corporation (RDW) | 0.0 | $85k | NEW | 10k | 8.50 |
|
| Grayscale Solana Staking Etf SHS (GSOL) | 0.0 | $82k | +17% | 14k | 6.13 |
|
| Nio Spon Ads (NIO) | 0.0 | $60k | 10k | 6.03 |
|
|
| Coty Com Cl A (COTY) | 0.0 | $40k | 20k | 2.01 |
|
|
| Editas Medicine (EDIT) | 0.0 | $31k | 13k | 2.47 |
|
|
| American Bitcoin Corp. Com Cl A (ABTC) | 0.0 | $19k | +100% | 20k | 0.92 |
|
| Metavia Com Usd0.001 (MTVA) | 0.0 | $12k | NEW | 10k | 1.20 |
|
| Tscan Therapeutics (TCRX) | 0.0 | $10k | 10k | 1.01 |
|
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $9.5k | 10k | 0.95 |
|
Past Filings by Aries Wealth Management
SEC 13F filings are viewable for Aries Wealth Management going back to 2017
- 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
- Aries Wealth Management 2022 Q2 filed July 27, 2022