Aries Wealth Management

Aries Wealth Management as of March 31, 2025

Portfolio Holdings for Aries Wealth Management

Aries Wealth Management holds 226 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $20M 90k 222.13
Vanguard Index Fds Growth Etf (VUG) 3.8 $14M 38k 370.82
Microsoft Corporation (MSFT) 3.6 $13M 36k 375.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $11M 20k 559.39
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $11M 42k 258.62
Ishares Tr Msci Eafe Etf (EFA) 2.9 $11M 130k 81.73
Vanguard Index Fds Small Cp Etf (VB) 2.9 $11M 48k 221.75
Amazon (AMZN) 2.2 $8.0M 42k 190.26
Spdr Ser Tr S&p Divid Etf (SDY) 1.9 $7.1M 52k 135.68
Exxon Mobil Corporation (XOM) 1.9 $7.0M 59k 118.93
Caterpillar (CAT) 1.6 $5.9M 18k 329.80
Vanguard Index Fds Value Etf (VTV) 1.5 $5.7M 33k 172.74
Home Depot (HD) 1.5 $5.5M 15k 366.48
Meta Platforms Cl A (META) 1.5 $5.5M 9.5k 576.36
Ishares Tr Msci Emg Mkt Etf (EEM) 1.5 $5.5M 125k 43.70
Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.0M 32k 154.64
Johnson & Johnson (JNJ) 1.3 $4.9M 29k 165.84
Wal-Mart Stores (WMT) 1.3 $4.9M 56k 87.79
Ishares Tr Russell 3000 Etf (IWV) 1.3 $4.9M 15k 317.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $4.7M 28k 170.89
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.3 $4.7M 59k 79.86
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 1.2 $4.5M 209k 21.74
Visa Com Cl A (V) 1.2 $4.5M 13k 350.46
JPMorgan Chase & Co. (JPM) 1.2 $4.5M 18k 245.30
Spdr Gold Tr Gold Shs (GLD) 1.2 $4.3M 15k 288.14
Procter & Gamble Company (PG) 1.0 $3.8M 22k 170.42
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $3.7M 39k 93.66
Costco Wholesale Corporation (COST) 0.9 $3.5M 3.7k 945.78
Eli Lilly & Co. (LLY) 0.9 $3.4M 4.1k 825.91
Spdr Ser Tr Bloomberg Invt (FLRN) 0.9 $3.3M 108k 30.82
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $3.1M 38k 81.76
International Business Machines (IBM) 0.8 $3.0M 12k 248.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.0M 11k 274.84
Waste Management (WM) 0.8 $2.8M 12k 231.51
Abbvie (ABBV) 0.8 $2.8M 13k 209.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $2.8M 34k 82.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $2.6M 50k 52.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.6M 4.9k 532.58
Merck & Co (MRK) 0.7 $2.6M 28k 89.76
Thermo Fisher Scientific (TMO) 0.7 $2.5M 5.0k 497.60
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $2.5M 21k 116.39
Pepsi (PEP) 0.6 $2.3M 16k 149.94
Automatic Data Processing (ADP) 0.6 $2.3M 7.6k 305.53
Abbott Laboratories (ABT) 0.6 $2.3M 17k 132.65
UnitedHealth (UNH) 0.6 $2.3M 4.4k 523.75
Chubb (CB) 0.6 $2.2M 7.4k 301.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.2M 43k 50.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.1M 4.2k 513.94
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $2.1M 46k 45.97
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.0M 21k 98.92
McDonald's Corporation (MCD) 0.5 $1.9M 6.2k 312.37
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.9M 6.1k 312.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.9M 24k 78.94
Metropcs Communications (TMUS) 0.5 $1.8M 6.8k 266.71
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.8M 9.2k 193.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.8M 39k 45.26
TJX Companies (TJX) 0.5 $1.7M 14k 121.80
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $1.7M 33k 50.63
Chevron Corporation (CVX) 0.4 $1.6M 9.7k 167.29
Illinois Tool Works (ITW) 0.4 $1.6M 6.3k 248.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.5M 3.3k 468.92
Simplify Exchange Traded Fun Managed Futures (CTA) 0.4 $1.5M 51k 29.60
NVIDIA Corporation (NVDA) 0.4 $1.5M 14k 108.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.5M 30k 49.90
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $1.5M 19k 77.92
Raytheon Technologies Corp (RTX) 0.4 $1.4M 11k 132.46
Ge Aerospace Com New (GE) 0.4 $1.4M 7.0k 200.15
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.4M 18k 78.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.3M 22k 60.66
Colgate-Palmolive Company (CL) 0.4 $1.3M 14k 93.70
IDEXX Laboratories (IDXX) 0.4 $1.3M 3.1k 419.95
Blackrock (BLK) 0.4 $1.3M 1.4k 946.48
Cigna Corp (CI) 0.3 $1.3M 3.9k 329.00
Agnico (AEM) 0.3 $1.3M 12k 108.41
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.2M 7.2k 173.23
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.3 $1.2M 24k 51.99
Nextera Energy (NEE) 0.3 $1.2M 17k 70.89
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.2M 16k 75.65
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.3 $1.2M 32k 36.49
Texas Instruments Incorporated (TXN) 0.3 $1.1M 6.3k 179.70
Union Pacific Corporation (UNP) 0.3 $1.1M 4.8k 236.24
Linde SHS (LIN) 0.3 $1.1M 2.4k 465.64
Kkr & Co (KKR) 0.3 $1.1M 9.4k 115.61
Mastercard Incorporated Cl A (MA) 0.3 $1.1M 1.9k 548.12
Lowe's Companies (LOW) 0.3 $1.0M 4.5k 233.23
Cisco Systems (CSCO) 0.3 $1.0M 16k 61.71
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $971k 15k 65.17
Travelers Companies (TRV) 0.3 $957k 3.6k 264.46
Independent Bank (INDB) 0.3 $946k 15k 62.65
Oracle Corporation (ORCL) 0.3 $938k 6.7k 139.81
Marsh & McLennan Companies (MMC) 0.3 $936k 3.8k 244.03
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $906k 13k 71.97
Coca-Cola Company (KO) 0.2 $889k 12k 71.62
Bristol Myers Squibb (BMY) 0.2 $877k 14k 60.99
Alphabet Cap Stk Cl C (GOOG) 0.2 $862k 5.5k 156.23
3M Company (MMM) 0.2 $844k 5.7k 146.86
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $843k 12k 70.21
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $828k 14k 59.40
Mondelez Intl Cl A (MDLZ) 0.2 $826k 12k 67.85
Select Sector Spdr Tr Technology (XLK) 0.2 $817k 4.0k 206.48
McKesson Corporation (MCK) 0.2 $813k 1.2k 672.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $801k 5.5k 146.01
Emerson Electric (EMR) 0.2 $801k 7.3k 109.64
Select Sector Spdr Tr Energy (XLE) 0.2 $777k 8.3k 93.45
Pfizer (PFE) 0.2 $764k 30k 25.34
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $753k 4.4k 172.26
Broadcom (AVGO) 0.2 $747k 4.5k 167.43
Walt Disney Company (DIS) 0.2 $745k 7.5k 98.70
Ishares Tr Short Treas Bd (SHV) 0.2 $737k 6.7k 110.46
Uber Technologies (UBER) 0.2 $715k 9.8k 72.86
Astrazeneca Sponsored Adr (AZN) 0.2 $702k 9.5k 73.50
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.2 $694k 40k 17.22
Ishares Msci Emerg Mrkt (EEMV) 0.2 $693k 12k 58.34
Honeywell International (HON) 0.2 $685k 3.2k 211.75
Adobe Systems Incorporated (ADBE) 0.2 $673k 1.8k 383.53
Shell Spon Ads (SHEL) 0.2 $631k 8.6k 73.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $614k 1.7k 361.09
Ge Vernova (GEV) 0.2 $605k 2.0k 305.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $583k 7.9k 73.45
Check Point Software Tech Lt Ord (CHKP) 0.2 $580k 2.5k 227.92
Williams-Sonoma (WSM) 0.2 $579k 3.7k 158.10
Renaissance Re Holdings Ltd Cmn (RNR) 0.2 $576k 2.4k 240.00
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $573k 6.0k 95.81
Kla Corp Com New (KLAC) 0.2 $572k 842.00 679.80
Monster Beverage Corp (MNST) 0.2 $568k 9.7k 58.52
Danaher Corporation (DHR) 0.2 $559k 2.7k 205.00
American Express Company (AXP) 0.2 $558k 2.1k 269.05
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $557k 3.8k 146.61
Eaton Corp SHS (ETN) 0.1 $551k 2.0k 271.83
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $549k 36k 15.22
Ishares Tr Core S&p500 Etf (IVV) 0.1 $530k 943.00 561.90
Ishares Tr National Mun Etf (MUB) 0.1 $525k 5.0k 105.44
Ameriprise Financial (AMP) 0.1 $524k 1.1k 484.11
Constellation Brands Cl A (STZ) 0.1 $517k 2.8k 183.52
Select Sector Spdr Tr Financial (XLF) 0.1 $514k 10k 49.81
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $509k 8.5k 59.84
Totalenergies Se Sponsored Ads (TTE) 0.1 $507k 7.8k 64.69
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $481k 4.6k 104.57
Fs Kkr Capital Corp (FSK) 0.1 $479k 23k 20.95
Unum (UNM) 0.1 $476k 5.8k 81.46
O'reilly Automotive (ORLY) 0.1 $474k 331.00 1432.58
salesforce (CRM) 0.1 $467k 1.7k 268.36
Select Sector Spdr Tr Indl (XLI) 0.1 $467k 3.6k 131.07
Axsome Therapeutics (AXSM) 0.1 $467k 4.0k 116.63
Impinj (PI) 0.1 $465k 5.1k 90.70
Netflix (NFLX) 0.1 $450k 482.00 932.53
Rocket Lab Usa 0.1 $442k 25k 17.88
Kimberly-Clark Corporation (KMB) 0.1 $436k 3.1k 142.22
Republic Services (RSG) 0.1 $430k 1.8k 242.16
State Street Corporation (STT) 0.1 $428k 4.8k 89.53
Hartford Financial Services (HIG) 0.1 $428k 3.5k 123.73
Nxp Semiconductors N V (NXPI) 0.1 $415k 2.2k 190.06
Ishares Core Msci Emkt (IEMG) 0.1 $414k 7.7k 53.97
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $414k 7.5k 55.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $413k 7.1k 58.35
Hubbell (HUBB) 0.1 $406k 1.2k 330.91
ConocoPhillips (COP) 0.1 $406k 3.9k 105.02
Ishares Gold Tr Ishares New (IAU) 0.1 $404k 6.9k 58.96
Ecolab (ECL) 0.1 $393k 1.5k 253.52
Church & Dwight (CHD) 0.1 $388k 3.5k 110.09
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $384k 5.6k 68.36
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $383k 3.2k 118.14
AFLAC Incorporated (AFL) 0.1 $374k 3.4k 111.19
Phillips 66 (PSX) 0.1 $367k 3.0k 123.48
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $366k 5.0k 73.61
FedEx Corporation (FDX) 0.1 $366k 1.5k 243.78
Goldman Sachs (GS) 0.1 $352k 644.00 546.29
MercadoLibre (MELI) 0.1 $341k 175.00 1950.87
Lockheed Martin Corporation (LMT) 0.1 $335k 750.00 446.71
Xylem (XYL) 0.1 $335k 2.8k 119.46
Paychex (PAYX) 0.1 $315k 2.0k 154.28
United Rentals (URI) 0.1 $313k 500.00 626.70
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $307k 3.9k 78.85
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $307k 1.6k 191.81
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $306k 6.0k 50.85
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $304k 3.7k 81.67
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.1 $302k 5.8k 51.74
Stryker Corporation (SYK) 0.1 $302k 810.00 372.25
Medtronic SHS (MDT) 0.1 $298k 3.3k 89.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $297k 5.1k 58.69
Nucor Corporation (NUE) 0.1 $295k 2.5k 120.34
Crown Castle Intl (CCI) 0.1 $295k 2.8k 104.23
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $293k 605.00 484.82
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $292k 1.5k 197.46
Spdr Ser Tr S&p Biotech (XBI) 0.1 $290k 3.6k 81.10
Sherwin-Williams Company (SHW) 0.1 $289k 827.00 349.19
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $288k 7.5k 38.25
Constellation Energy (CEG) 0.1 $287k 1.4k 201.63
Amgen (AMGN) 0.1 $283k 909.00 311.55
Parker-Hannifin Corporation (PH) 0.1 $282k 464.00 607.85
Allstate Corporation (ALL) 0.1 $280k 1.4k 207.07
Dbx Etf Tr Xtrackers Msci (EASG) 0.1 $279k 9.1k 30.74
Williams Companies (WMB) 0.1 $267k 4.5k 59.76
Intuitive Surgical Com New (ISRG) 0.1 $263k 531.00 495.27
Tesla Motors (TSLA) 0.1 $259k 1.0k 259.16
Qualcomm (QCOM) 0.1 $258k 1.7k 153.61
The Trade Desk Com Cl A (TTD) 0.1 $257k 4.7k 54.72
Toast Cl A (TOST) 0.1 $254k 7.7k 33.17
Intel Corporation (INTC) 0.1 $253k 11k 22.71
Cognizant Technology Solutio Cl A (CTSH) 0.1 $244k 3.2k 76.50
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $243k 5.0k 48.72
Carrier Global Corporation (CARR) 0.1 $238k 3.8k 63.40
Altria (MO) 0.1 $238k 4.0k 60.02
Intuit (INTU) 0.1 $238k 388.00 613.99
Lam Research Corp Com New (LRCX) 0.1 $234k 3.2k 72.70
Genuine Parts Company (GPC) 0.1 $233k 2.0k 119.14
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $227k 2.5k 90.67
Zoetis Cl A (ZTS) 0.1 $226k 1.4k 164.65
Select Sector Spdr Tr Communication (XLC) 0.1 $222k 2.3k 96.45
American Electric Power Company (AEP) 0.1 $219k 2.0k 109.27
United Parcel Service CL B (UPS) 0.1 $215k 2.0k 109.99
Becton, Dickinson and (BDX) 0.1 $213k 930.00 229.06
Deere & Company (DE) 0.1 $210k 447.00 469.35
Nike CL B (NKE) 0.1 $206k 3.2k 63.48
Omni (OMC) 0.1 $205k 2.5k 82.91
Coupang Cl A (CPNG) 0.1 $203k 9.2k 21.93
General Mills (GIS) 0.1 $200k 3.4k 59.79
Textron (TXT) 0.1 $200k 2.8k 72.25
Verastem Com New (VSTM) 0.0 $159k 26k 6.03
Kodiak Sciences (KOD) 0.0 $70k 25k 2.81
Stem 0.0 $18k 50k 0.35
Editas Medicine (EDIT) 0.0 $16k 14k 1.16
Tscan Therapeutics (TCRX) 0.0 $14k 10k 1.38
Forge Global Holdings 0.0 $11k 20k 0.56
Seres Therapeutics 0.0 $11k 15k 0.70
Ww Intl 0.0 $5.2k 10k 0.52