Aries Wealth Management

Aries Wealth Management as of March 31, 2020

Portfolio Holdings for Aries Wealth Management

Aries Wealth Management holds 132 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr shrt trsry etf (SPTS) 8.4 $11M 361k 30.68
Apple (AAPL) 5.1 $6.7M 27k 244.92
Microsoft Corporation (MSFT) 4.6 $6.0M 39k 155.25
Johnson & Johnson (JNJ) 2.8 $3.7M 28k 133.13
SPDR S&P Dividend (SDY) 2.7 $3.5M 45k 77.77
Vanguard Mid-Cap ETF (VO) 2.7 $3.5M 28k 126.69
Vanguard Growth ETF (VUG) 2.5 $3.3M 22k 152.34
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 2.5 $3.3M 63k 52.04
Vanguard Small-Cap ETF (VB) 2.4 $3.1M 29k 109.21
Spdr S&p 500 Etf (SPY) 2.3 $3.0M 12k 251.82
Home Depot (HD) 1.9 $2.5M 14k 181.32
Exxon Mobil Corporation (XOM) 1.8 $2.4M 59k 40.40
Amazon (AMZN) 1.8 $2.3M 1.2k 1918.47
Caterpillar (CAT) 1.7 $2.3M 19k 116.73
Merck & Co (MRK) 1.7 $2.2M 29k 76.86
Wal-Mart Stores (WMT) 1.6 $2.0M 17k 118.68
Procter & Gamble Company (PG) 1.5 $2.0M 17k 114.37
Independent Bank (INDB) 1.4 $1.9M 28k 67.59
Vanguard Short-Term Bond ETF (BSV) 1.4 $1.9M 23k 81.95
Intel Corporation (INTC) 1.4 $1.8M 33k 54.35
Pepsi (PEP) 1.4 $1.8M 14k 123.83
Facebook Inc cl a (META) 1.4 $1.8M 11k 158.20
Spdr Ser Tr cmn (FLRN) 1.3 $1.7M 56k 29.53
iShares Russell 3000 Index (IWV) 1.2 $1.6M 11k 144.19
Visa (V) 1.2 $1.5M 9.6k 157.39
International Business Machines (IBM) 1.1 $1.4M 13k 110.01
iShares MSCI EAFE Index Fund (EFA) 1.1 $1.4M 26k 52.09
Bristol Myers Squibb (BMY) 1.0 $1.3M 24k 55.23
Alphabet Inc Class A cs (GOOGL) 1.0 $1.3M 1.2k 1116.68
JPMorgan Chase & Co. (JPM) 1.0 $1.3M 14k 87.53
Pfizer (PFE) 1.0 $1.3M 38k 32.87
Vanguard Short Term Corporate Bond ETF (VCSH) 0.9 $1.2M 16k 78.57
Vanguard Emerging Markets ETF (VWO) 0.9 $1.2M 36k 33.31
Thermo Fisher Scientific (TMO) 0.9 $1.2M 4.1k 287.58
Illinois Tool Works (ITW) 0.9 $1.2M 8.2k 141.62
Abbott Laboratories (ABT) 0.8 $1.1M 14k 79.48
Colgate-Palmolive Company (CL) 0.8 $1.0M 15k 68.18
J P Morgan Exchange Traded F ultra shrt (JPST) 0.8 $1.0M 21k 49.62
Cisco Systems (CSCO) 0.8 $1.0M 25k 39.78
Invesco S&p 500 Low Volatility Etf (SPLV) 0.7 $976k 21k 45.54
Chevron Corporation (CVX) 0.7 $917k 12k 76.09
3M Company (MMM) 0.7 $913k 6.6k 137.98
Costco Wholesale Corporation (COST) 0.7 $899k 3.1k 291.60
McDonald's Corporation (MCD) 0.7 $867k 5.4k 161.54
Ishares Tr usa min vo (USMV) 0.7 $869k 16k 53.10
Ishares Msci Usa Quality Facto invalid (QUAL) 0.7 $870k 11k 79.50
Cigna Corp (CI) 0.6 $817k 4.8k 168.73
Chubb (CB) 0.6 $781k 7.4k 105.87
Ishares Tr msci usavalfct (VLUE) 0.6 $760k 13k 60.34
Walt Disney Company (DIS) 0.6 $750k 7.7k 96.91
Nike (NKE) 0.6 $739k 9.2k 80.09
Honeywell International (HON) 0.5 $702k 5.3k 132.85
Abbvie (ABBV) 0.5 $708k 9.4k 75.16
iShares MSCI Emerging Markets Indx (EEM) 0.5 $680k 20k 33.79
Automatic Data Processing (ADP) 0.5 $672k 5.1k 131.53
Trex Company (TREX) 0.5 $652k 8.6k 75.81
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.5 $645k 22k 29.83
Vanguard Total Bond Market ETF (BND) 0.5 $618k 7.2k 86.04
At&t (T) 0.5 $592k 21k 28.75
Kimberly-Clark Corporation (KMB) 0.5 $585k 4.5k 129.28
Coca-Cola Company (KO) 0.4 $561k 13k 43.96
Lowe's Companies (LOW) 0.4 $541k 6.5k 82.84
Vanguard Malvern Fds strm infproidx (VTIP) 0.4 $541k 11k 49.18
Vanguard S&p 500 Etf idx (VOO) 0.4 $534k 2.3k 231.57
Waste Management (WM) 0.4 $519k 5.7k 91.05
CVS Caremark Corporation (CVS) 0.4 $521k 9.4k 55.39
Comcast Corporation (CMCSA) 0.4 $513k 15k 34.35
Berkshire Hathaway (BRK.B) 0.4 $494k 2.7k 179.90
Akamai Technologies (AKAM) 0.4 $503k 5.4k 93.15
UnitedHealth (UNH) 0.4 $499k 2.1k 240.48
Texas Instruments Incorporated (TXN) 0.4 $469k 4.6k 102.09
United Technologies Corporation 0.3 $457k 5.3k 86.05
Tor Dom Bk Cad (TD) 0.3 $442k 11k 40.19
AstraZeneca (AZN) 0.3 $439k 10k 43.77
Marsh & McLennan Companies (MMC) 0.3 $412k 5.0k 82.76
General Electric Company 0.3 $398k 58k 6.89
Ishares Tr core div grwth (DGRO) 0.3 $398k 12k 32.02
Medtronic (MDT) 0.3 $391k 4.5k 86.16
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $377k 9.4k 40.17
Monster Beverage Corp (MNST) 0.3 $361k 6.6k 55.11
Renaissance Re Holdings Ltd Cmn (RNR) 0.3 $353k 2.4k 147.08
IDEXX Laboratories (IDXX) 0.3 $360k 1.5k 240.00
Verizon Communications (VZ) 0.3 $353k 6.4k 55.31
Starbucks Corporation (SBUX) 0.3 $355k 5.5k 65.01
Metropcs Communications (TMUS) 0.3 $359k 4.2k 84.49
Accenture (ACN) 0.3 $342k 2.2k 156.38
Nuveen Muni Value Fund (NUV) 0.3 $343k 37k 9.40
Emerson Electric (EMR) 0.2 $334k 7.0k 47.73
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $329k 7.6k 43.48
First Trust Iv Enhanced Short (FTSM) 0.2 $331k 5.6k 59.11
Union Pacific Corporation (UNP) 0.2 $312k 2.2k 141.75
MasterCard Incorporated (MA) 0.2 $299k 1.3k 238.82
Travelers Companies (TRV) 0.2 $305k 3.1k 97.10
Danaher Corporation (DHR) 0.2 $289k 2.1k 136.39
SPDR Gold Trust (GLD) 0.2 $290k 1.9k 151.67
iShares Russell 2000 Index (IWM) 0.2 $291k 2.7k 107.66
Vanguard Total Stock Market ETF (VTI) 0.2 $294k 2.3k 125.53
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.2 $288k 4.1k 70.50
Mondelez Int (MDLZ) 0.2 $287k 5.7k 50.47
State Street Corporation (STT) 0.2 $276k 5.3k 52.46
FedEx Corporation (FDX) 0.2 $270k 2.3k 116.53
Eli Lilly & Co. (LLY) 0.2 $274k 1.9k 141.97
Financial Select Sector SPDR (XLF) 0.2 $269k 13k 20.01
Nextera Energy (NEE) 0.2 $265k 1.2k 226.69
Kkr & Co (KKR) 0.2 $267k 12k 21.96
American Express Company (AXP) 0.2 $255k 3.3k 76.58
General Mills (GIS) 0.2 $252k 4.6k 54.88
TJX Companies (TJX) 0.2 $247k 5.6k 43.83
Brookline Ban 0.2 $247k 23k 10.98
Doubleline Total Etf etf (TOTL) 0.2 $244k 5.1k 47.85
Alphabet Inc Class C cs (GOOG) 0.2 $244k 218.00 1119.27
Hexcel Corporation (HXL) 0.2 $233k 7.1k 32.72
BlackRock 0.2 $220k 515.00 427.18
Raytheon Company 0.2 $222k 1.9k 116.84
Becton, Dickinson and (BDX) 0.2 $219k 939.00 233.23
Adobe Systems Incorporated (ADBE) 0.2 $210k 691.00 303.91
Church & Dwight (CHD) 0.2 $215k 3.2k 66.36
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $211k 2.1k 98.83
Technology SPDR (XLK) 0.2 $204k 2.6k 78.28
Vanguard Europe Pacific ETF (VEA) 0.2 $209k 6.5k 32.40
American Tower Reit (AMT) 0.2 $213k 964.00 220.95
Alerian Mlp Etf 0.1 $192k 54k 3.56
Corbus Pharmaceuticals Hldgs 0.1 $136k 28k 4.87
Cohen & Steers Quality Income Realty (RQI) 0.1 $90k 11k 8.12
Zynga 0.1 $90k 14k 6.67
Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $78k 19k 4.04
Magenta Therapeutics 0.1 $77k 12k 6.42
Gabelli Equity Trust (GAB) 0.0 $58k 14k 4.03
Plug Power (PLUG) 0.0 $34k 10k 3.40
Seres Therapeutics 0.0 $32k 10k 3.20
Fluent Inc cs 0.0 $23k 20k 1.15
Opko Health (OPK) 0.0 $12k 10k 1.20