Aries Wealth Management

Aries Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Aries Wealth Management

Aries Wealth Management holds 223 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.3 $23M 92k 250.42
Vanguard Index Fds Growth Etf (VUG) 4.2 $15M 37k 410.44
Microsoft Corporation (MSFT) 4.0 $15M 35k 421.50
Vanguard Index Fds Small Cp Etf (VB) 3.2 $12M 48k 240.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $11M 19k 586.08
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $11M 41k 264.13
Ishares Tr Msci Eafe Etf (EFA) 2.4 $8.9M 117k 75.61
Amazon (AMZN) 2.4 $8.9M 40k 219.39
Spdr Ser Tr S&p Divid Etf (SDY) 1.9 $6.9M 53k 132.10
Caterpillar (CAT) 1.8 $6.5M 18k 362.76
Home Depot (HD) 1.6 $5.8M 15k 388.98
Alphabet Cap Stk Cl A (GOOGL) 1.6 $5.6M 30k 189.30
Vanguard Index Fds Value Etf (VTV) 1.5 $5.4M 32k 169.30
Meta Platforms Cl A (META) 1.5 $5.3M 9.1k 585.51
Ishares Tr Russell 3000 Etf (IWV) 1.4 $5.1M 15k 334.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $5.1M 29k 178.08
Wal-Mart Stores (WMT) 1.4 $5.0M 56k 90.35
Exxon Mobil Corporation (XOM) 1.3 $4.9M 45k 107.57
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.3 $4.8M 59k 80.93
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $4.6M 109k 41.82
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 1.2 $4.3M 211k 20.48
JPMorgan Chase & Co. (JPM) 1.2 $4.3M 18k 239.71
Johnson & Johnson (JNJ) 1.1 $4.1M 28k 144.62
Visa Com Cl A (V) 1.1 $4.0M 13k 316.04
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $3.6M 41k 88.79
Procter & Gamble Company (PG) 1.0 $3.6M 21k 167.65
Spdr Gold Tr Gold Shs (GLD) 1.0 $3.5M 15k 242.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.3M 11k 289.81
Costco Wholesale Corporation (COST) 0.9 $3.3M 3.5k 916.27
Spdr Ser Tr Bloomberg Invt (FLRN) 0.9 $3.2M 104k 30.73
Eli Lilly & Co. (LLY) 0.9 $3.2M 4.1k 772.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $2.9M 36k 80.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $2.7M 52k 51.70
Merck & Co (MRK) 0.7 $2.7M 27k 99.48
International Business Machines (IBM) 0.7 $2.6M 12k 219.83
Thermo Fisher Scientific (TMO) 0.7 $2.5M 4.7k 520.23
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $2.4M 21k 117.50
Waste Management (WM) 0.7 $2.4M 12k 201.79
Illinois Tool Works (ITW) 0.7 $2.4M 9.4k 253.56
Abbvie (ABBV) 0.7 $2.4M 13k 177.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.3M 4.4k 538.75
Pepsi (PEP) 0.6 $2.2M 15k 152.06
UnitedHealth (UNH) 0.6 $2.2M 4.3k 505.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.2M 4.8k 453.28
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.1M 26k 81.98
Automatic Data Processing (ADP) 0.6 $2.1M 7.3k 292.73
Chubb (CB) 0.5 $2.0M 7.2k 276.30
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.9M 20k 96.90
Abbott Laboratories (ABT) 0.5 $1.9M 17k 113.11
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.9M 5.3k 351.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.8M 24k 78.01
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.8M 9.1k 195.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.7M 40k 44.04
McDonald's Corporation (MCD) 0.5 $1.7M 5.7k 289.89
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $1.6M 47k 33.91
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.5M 31k 50.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.5M 32k 47.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.5M 2.9k 511.23
NVIDIA Corporation (NVDA) 0.4 $1.5M 11k 134.29
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.4M 30k 48.42
TJX Companies (TJX) 0.4 $1.4M 12k 120.81
Simplify Exchange Traded Fun Managed Futures (CTA) 0.4 $1.4M 51k 27.89
Blackrock (BLK) 0.4 $1.4M 1.4k 1025.11
Metropcs Communications (TMUS) 0.4 $1.4M 6.3k 220.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.4M 18k 77.27
Kkr & Co (KKR) 0.4 $1.4M 9.4k 147.91
Chevron Corporation (CVX) 0.4 $1.4M 9.5k 144.84
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $1.3M 18k 70.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 22k 57.41
Colgate-Palmolive Company (CL) 0.3 $1.3M 14k 90.91
Raytheon Technologies Corp (RTX) 0.3 $1.2M 11k 115.72
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.2M 6.9k 175.23
IDEXX Laboratories (IDXX) 0.3 $1.2M 2.9k 413.44
Marsh & McLennan Companies (MMC) 0.3 $1.2M 5.6k 212.41
Trex Company (TREX) 0.3 $1.2M 17k 69.03
Ge Aerospace Com New (GE) 0.3 $1.2M 7.0k 166.79
Texas Instruments Incorporated (TXN) 0.3 $1.2M 6.2k 187.51
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.1M 15k 74.02
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.3 $1.1M 24k 47.89
Nextera Energy (NEE) 0.3 $1.1M 16k 71.69
Cigna Corp (CI) 0.3 $1.1M 3.9k 276.14
Lowe's Companies (LOW) 0.3 $1.1M 4.4k 246.80
Union Pacific Corporation (UNP) 0.3 $1.1M 4.6k 228.04
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.1M 15k 70.28
Independent Bank (INDB) 0.3 $1.0M 16k 64.19
Broadcom (AVGO) 0.3 $1.0M 4.5k 231.84
Cisco Systems (CSCO) 0.3 $1.0M 18k 59.20
Grayscale Ethereum Trust Etf SHS (ETHE) 0.3 $1.0M 36k 28.02
Alphabet Cap Stk Cl C (GOOG) 0.3 $967k 5.1k 190.44
Agnico (AEM) 0.3 $932k 12k 78.21
Emerson Electric (EMR) 0.2 $905k 7.3k 123.93
Bristol Myers Squibb (BMY) 0.2 $905k 16k 56.56
Select Sector Spdr Tr Technology (XLK) 0.2 $902k 3.9k 232.52
Pfizer (PFE) 0.2 $881k 33k 26.53
Oracle Corporation (ORCL) 0.2 $874k 5.2k 166.64
Walt Disney Company (DIS) 0.2 $873k 7.8k 111.35
Travelers Companies (TRV) 0.2 $871k 3.6k 240.90
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $860k 15k 58.00
Linde SHS (LIN) 0.2 $845k 2.0k 418.67
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $844k 10k 81.58
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $830k 4.4k 189.98
Honeywell International (HON) 0.2 $797k 3.5k 225.89
Rocket Lab Usa 0.2 $791k 31k 25.47
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $762k 12k 63.47
Coca-Cola Company (KO) 0.2 $760k 12k 62.26
Impinj (PI) 0.2 $745k 5.1k 145.26
FedEx Corporation (FDX) 0.2 $745k 2.6k 281.33
3M Company (MMM) 0.2 $742k 5.7k 129.09
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $737k 5.4k 137.57
Ishares Tr Short Treas Bd (SHV) 0.2 $733k 6.7k 110.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $711k 1.8k 401.58
Ishares Msci Emerg Mrkt (EEMV) 0.2 $711k 12k 57.99
McKesson Corporation (MCK) 0.2 $689k 1.2k 569.91
Ishares Tr Core S&p500 Etf (IVV) 0.2 $688k 1.2k 588.68
Williams-Sonoma (WSM) 0.2 $678k 3.7k 185.18
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.2 $675k 21k 31.49
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $673k 3.8k 177.03
Eaton Corp SHS (ETN) 0.2 $672k 2.0k 331.87
Ge Vernova (GEV) 0.2 $651k 2.0k 328.93
Mondelez Intl Cl A (MDLZ) 0.2 $645k 11k 59.73
Mastercard Incorporated Cl A (MA) 0.2 $630k 1.2k 526.57
Astrazeneca Sponsored Adr (AZN) 0.2 $628k 9.6k 65.52
Select Sector Spdr Tr Energy (XLE) 0.2 $622k 7.3k 85.66
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $616k 6.0k 103.04
American Express Company (AXP) 0.2 $615k 2.1k 296.79
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.2 $606k 15k 41.87
Renaissance Re Holdings Ltd Cmn (RNR) 0.2 $597k 2.4k 248.81
Constellation Brands Cl A (STZ) 0.2 $589k 2.7k 221.00
Ameriprise Financial (AMP) 0.2 $576k 1.1k 532.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $571k 7.9k 71.91
Adobe Systems Incorporated (ADBE) 0.2 $549k 1.2k 444.68
Shell Spon Ads (SHEL) 0.1 $540k 8.6k 62.65
Ishares Tr National Mun Etf (MUB) 0.1 $531k 5.0k 106.55
Kla Corp Com New (KLAC) 0.1 $531k 842.00 630.12
State Street Corporation (STT) 0.1 $518k 5.3k 98.15
Hubbell (HUBB) 0.1 $514k 1.2k 418.89
Monster Beverage Corp (MNST) 0.1 $510k 9.7k 52.56
Danaher Corporation (DHR) 0.1 $510k 2.2k 229.55
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $508k 8.5k 59.77
Fs Kkr Capital Corp (FSK) 0.1 $497k 23k 21.72
Allstate Corporation (ALL) 0.1 $470k 2.4k 192.79
The Trade Desk Com Cl A (TTD) 0.1 $470k 4.0k 117.53
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $455k 6.5k 70.55
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $450k 4.4k 102.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $441k 7.1k 62.31
Netflix (NFLX) 0.1 $430k 482.00 891.32
Totalenergies Se Sponsored Ads (TTE) 0.1 $427k 7.8k 54.50
Unum (UNM) 0.1 $427k 5.8k 73.03
Select Sector Spdr Tr Indl (XLI) 0.1 $423k 3.2k 131.76
Nxp Semiconductors N V (NXPI) 0.1 $416k 2.0k 207.85
Select Sector Spdr Tr Financial (XLF) 0.1 $413k 8.6k 48.33
Ishares Core Msci Emkt (IEMG) 0.1 $401k 7.7k 52.22
ConocoPhillips (COP) 0.1 $395k 4.0k 99.17
O'reilly Automotive (ORLY) 0.1 $393k 331.00 1185.80
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $391k 5.0k 78.61
Lockheed Martin Corporation (LMT) 0.1 $391k 804.00 485.94
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $390k 5.0k 78.46
Check Point Software Tech Lt Ord (CHKP) 0.1 $390k 2.1k 186.70
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $389k 7.5k 52.16
Hartford Financial Services (HIG) 0.1 $378k 3.5k 109.40
Novo-nordisk A S Adr (NVO) 0.1 $375k 4.4k 86.02
Tesla Motors (TSLA) 0.1 $374k 927.00 403.84
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $374k 3.2k 115.55
salesforce (CRM) 0.1 $372k 1.1k 334.33
Goldman Sachs (GS) 0.1 $369k 644.00 572.62
Kimberly-Clark Corporation (KMB) 0.1 $358k 2.7k 131.04
United Rentals (URI) 0.1 $352k 500.00 704.44
AFLAC Incorporated (AFL) 0.1 $348k 3.4k 103.44
Phillips 66 (PSX) 0.1 $339k 3.0k 113.93
Axsome Therapeutics (AXSM) 0.1 $338k 4.0k 84.61
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $323k 1.6k 201.82
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $320k 6.3k 50.71
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $311k 7.5k 41.26
Ecolab (ECL) 0.1 $306k 1.3k 234.32
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.1 $306k 5.8k 52.45
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $300k 1.3k 224.35
Spdr Ser Tr S&p Biotech (XBI) 0.1 $300k 3.3k 90.06
MercadoLibre (MELI) 0.1 $298k 175.00 1700.44
Unilever Spon Adr New (UL) 0.1 $296k 5.2k 56.70
Constellation Energy (CEG) 0.1 $296k 1.3k 223.71
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $295k 5.1k 58.18
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $290k 3.8k 75.69
Intel Corporation (INTC) 0.1 $288k 14k 20.05
Nucor Corporation (NUE) 0.1 $287k 2.5k 116.71
Paychex (PAYX) 0.1 $286k 2.0k 140.22
Ishares Gold Tr Ishares New (IAU) 0.1 $284k 5.7k 49.51
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $282k 2.4k 115.22
Sherwin-Williams Company (SHW) 0.1 $281k 827.00 339.93
Toast Cl A (TOST) 0.1 $279k 7.7k 36.45
Church & Dwight (CHD) 0.1 $278k 2.7k 104.71
Dbx Etf Tr Xtrackers Msci (EASG) 0.1 $267k 9.1k 29.34
Lam Research Corp Com New (LRCX) 0.1 $261k 3.6k 72.23
Qualcomm (QCOM) 0.1 $258k 1.7k 153.62
Crown Castle Intl (CCI) 0.1 $257k 2.8k 90.76
Carrier Global Corporation (CARR) 0.1 $257k 3.8k 68.26
United Parcel Service CL B (UPS) 0.1 $247k 2.0k 126.10
Cognizant Technology Solutio Cl A (CTSH) 0.1 $245k 3.2k 76.90
Williams Companies (WMB) 0.1 $242k 4.5k 54.12
Amgen (AMGN) 0.1 $237k 909.00 260.64
Blackstone Group Inc Com Cl A (BX) 0.1 $230k 1.3k 172.42
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $228k 9.8k 23.32
Xylem (XYL) 0.1 $227k 2.0k 116.02
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $226k 5.0k 45.37
Stryker Corporation (SYK) 0.1 $223k 620.00 360.05
Select Sector Spdr Tr Communication (XLC) 0.1 $222k 2.3k 96.81
Hexcel Corporation (HXL) 0.1 $220k 3.5k 62.70
Dell Technologies CL C (DELL) 0.1 $217k 1.9k 115.24
Morgan Stanley Com New (MS) 0.1 $215k 1.7k 125.72
General Mills (GIS) 0.1 $214k 3.4k 63.77
Textron (TXT) 0.1 $212k 2.8k 76.49
Becton, Dickinson and (BDX) 0.1 $211k 930.00 226.87
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $211k 3.2k 65.79
Altria (MO) 0.1 $208k 4.0k 52.29
Republic Services (RSG) 0.1 $204k 1.0k 201.18
Verastem Com New (VSTM) 0.0 $137k 26k 5.17
Tscan Therapeutics (TCRX) 0.0 $30k 10k 3.04
Stem 0.0 $30k 50k 0.60
Forge Global Holdings 0.0 $19k 20k 0.93
Editas Medicine (EDIT) 0.0 $18k 14k 1.27
Ww Intl 0.0 $13k 10k 1.27
Fubotv (FUBO) 0.0 $13k 10k 1.26
Seres Therapeutics 0.0 $13k 15k 0.83
Hyzon Motors *w Exp 10/02/202 0.0 $50.000000 10k 0.01