Aries Wealth Management

Aries Wealth Management as of June 30, 2025

Portfolio Holdings for Aries Wealth Management

Aries Wealth Management holds 217 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.7 $18M 88k 205.17
Microsoft Corporation (MSFT) 4.6 $18M 35k 497.41
Vanguard Index Fds Growth Etf (VUG) 4.4 $17M 38k 438.40
Ishares Tr Msci Eafe Etf (EFA) 3.4 $13M 144k 89.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $12M 19k 617.85
Vanguard Index Fds Small Cp Etf (VB) 3.1 $12M 50k 236.98
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $11M 41k 279.83
Amazon (AMZN) 2.4 $9.4M 43k 219.39
Meta Platforms Cl A (META) 1.9 $7.3M 9.8k 738.09
Spdr Series Trust S&p Divid Etf (SDY) 1.8 $7.0M 51k 135.73
Caterpillar (CAT) 1.8 $6.9M 18k 388.21
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $6.7M 138k 48.24
Alphabet Cap Stk Cl A (GOOGL) 1.5 $5.8M 33k 176.23
Vanguard Index Fds Value Etf (VTV) 1.5 $5.6M 32k 176.74
Home Depot (HD) 1.4 $5.5M 15k 366.63
Ishares Tr Russell 3000 Etf (IWV) 1.4 $5.4M 15k 351.00
Wal-Mart Stores (WMT) 1.4 $5.2M 54k 97.78
JPMorgan Chase & Co. (JPM) 1.3 $5.0M 17k 289.91
Exxon Mobil Corporation (XOM) 1.3 $4.8M 45k 107.80
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 1.3 $4.8M 205k 23.39
Visa Com Cl A (V) 1.2 $4.7M 13k 355.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $4.4M 24k 182.82
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $4.3M 52k 83.74
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.3M 14k 303.93
Spdr Gold Tr Gold Shs (GLD) 1.1 $4.2M 14k 304.83
Johnson & Johnson (JNJ) 1.0 $3.9M 26k 152.75
Costco Wholesale Corporation (COST) 0.9 $3.5M 3.6k 989.94
Procter & Gamble Company (PG) 0.9 $3.5M 22k 159.32
Spdr Series Trust Bloomberg Invt (FLRN) 0.9 $3.4M 111k 30.83
International Business Machines (IBM) 0.9 $3.4M 11k 294.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $3.3M 39k 82.86
Eli Lilly & Co. (LLY) 0.8 $3.2M 4.1k 779.53
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $3.0M 32k 93.87
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $2.9M 35k 82.92
Waste Management (WM) 0.7 $2.8M 12k 228.82
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $2.7M 21k 128.60
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $2.6M 49k 52.76
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $2.5M 48k 52.06
Abbvie (ABBV) 0.6 $2.4M 13k 185.62
Abbott Laboratories (ABT) 0.6 $2.4M 17k 136.01
Automatic Data Processing (ADP) 0.6 $2.3M 7.6k 308.40
Chubb (CB) 0.6 $2.2M 7.4k 289.72
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.1M 22k 99.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.1M 3.7k 568.03
Merck & Co (MRK) 0.5 $2.1M 26k 79.16
Thermo Fisher Scientific (TMO) 0.5 $2.1M 5.1k 405.46
Pepsi (PEP) 0.5 $2.0M 15k 132.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.9M 3.5k 551.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.9M 39k 49.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.8M 23k 79.50
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.8M 6.1k 298.89
NVIDIA Corporation (NVDA) 0.5 $1.8M 12k 157.99
Ge Aerospace Com New (GE) 0.5 $1.8M 7.0k 257.39
TJX Companies (TJX) 0.5 $1.8M 14k 123.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.8M 31k 57.01
IDEXX Laboratories (IDXX) 0.4 $1.7M 3.2k 536.34
McDonald's Corporation (MCD) 0.4 $1.7M 5.7k 292.17
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.4 $1.7M 35k 47.75
Blackrock (BLK) 0.4 $1.6M 1.5k 1049.25
Metropcs Communications (TMUS) 0.4 $1.6M 6.8k 238.26
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.6M 32k 50.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.6M 3.3k 485.77
Raytheon Technologies Corp (RTX) 0.4 $1.6M 11k 146.02
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.5M 30k 50.27
Illinois Tool Works (ITW) 0.4 $1.5M 6.1k 247.25
Oracle Corporation (ORCL) 0.4 $1.5M 6.9k 218.63
Simplify Exchange Traded Fun Managed Futures (CTA) 0.4 $1.5M 56k 26.74
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.4M 18k 78.70
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.4M 6.8k 204.67
Agnico (AEM) 0.4 $1.4M 12k 118.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.4M 21k 67.22
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.4 $1.4M 24k 57.42
Chevron Corporation (CVX) 0.3 $1.3M 9.3k 143.19
Texas Instruments Incorporated (TXN) 0.3 $1.3M 6.3k 207.62
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.3M 16k 83.48
Cigna Corp (CI) 0.3 $1.3M 3.8k 330.58
Colgate-Palmolive Company (CL) 0.3 $1.3M 14k 90.90
Kkr & Co (KKR) 0.3 $1.3M 9.4k 133.03
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $1.2M 13k 93.99
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.2M 15k 84.83
Broadcom (AVGO) 0.3 $1.2M 4.5k 275.65
Linde SHS (LIN) 0.3 $1.1M 2.4k 469.18
Union Pacific Corporation (UNP) 0.3 $1.1M 4.8k 230.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 6.0k 181.74
Mastercard Incorporated Cl A (MA) 0.3 $1.1M 1.9k 561.94
Cisco Systems (CSCO) 0.3 $1.1M 16k 69.38
Nextera Energy (NEE) 0.3 $1.1M 15k 69.42
Ge Vernova (GEV) 0.3 $1.0M 2.0k 529.15
Uber Technologies (UBER) 0.3 $1.0M 11k 93.30
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.3 $1.0M 43k 23.72
Lowe's Companies (LOW) 0.3 $995k 4.5k 221.87
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $969k 13k 77.50
Select Sector Spdr Tr Technology (XLK) 0.3 $961k 3.8k 253.23
Independent Bank (INDB) 0.2 $950k 15k 62.88
Emerson Electric (EMR) 0.2 $909k 6.8k 133.33
Walt Disney Company (DIS) 0.2 $907k 7.3k 124.01
Alphabet Cap Stk Cl C (GOOG) 0.2 $897k 5.1k 177.39
McKesson Corporation (MCK) 0.2 $885k 1.2k 732.78
Rocket Lab Corp (RKLB) 0.2 $884k 25k 35.77
3M Company (MMM) 0.2 $875k 5.7k 152.24
Coca-Cola Company (KO) 0.2 $862k 12k 70.75
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $842k 4.4k 192.71
Marsh & McLennan Companies (MMC) 0.2 $839k 3.8k 218.64
Mondelez Intl Cl A (MDLZ) 0.2 $827k 12k 67.44
Kla Corp Com New (KLAC) 0.2 $754k 842.00 895.74
Honeywell International (HON) 0.2 $753k 3.2k 232.88
Pfizer (PFE) 0.2 $738k 30k 24.24
Grayscale Ethereum Trust Etf SHS (ETHE) 0.2 $736k 35k 20.86
Eaton Corp SHS (ETN) 0.2 $723k 2.0k 356.99
Travelers Companies (TRV) 0.2 $711k 2.7k 267.54
Ishares Tr Short Treas Bd (SHV) 0.2 $700k 6.3k 110.42
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $693k 11k 60.94
Astrazeneca Sponsored Adr (AZN) 0.2 $667k 9.5k 69.88
American Express Company (AXP) 0.2 $661k 2.1k 318.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $660k 4.9k 134.79
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $658k 3.8k 173.20
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $648k 6.0k 108.35
Netflix (NFLX) 0.2 $646k 482.00 1339.13
Shell Spon Ads (SHEL) 0.2 $641k 9.1k 70.41
Bristol Myers Squibb (BMY) 0.2 $634k 14k 46.29
salesforce (CRM) 0.2 $618k 2.3k 272.69
Adobe Systems Incorporated (ADBE) 0.2 $617k 1.6k 386.88
Monster Beverage Corp (MNST) 0.2 $608k 9.7k 62.64
Williams-Sonoma (WSM) 0.2 $598k 3.7k 163.37
Ishares Tr Core S&p500 Etf (IVV) 0.2 $586k 943.00 620.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $585k 7.9k 73.63
Renaissance Re Holdings Ltd Cmn (RNR) 0.2 $583k 2.4k 242.90
Ameriprise Financial (AMP) 0.2 $578k 1.1k 533.73
Select Sector Spdr Tr Energy (XLE) 0.1 $572k 6.7k 84.81
Check Point Software Tech Lt Ord (CHKP) 0.1 $563k 2.5k 221.25
Impinj (PI) 0.1 $555k 5.0k 111.07
Danaher Corporation (DHR) 0.1 $539k 2.7k 197.54
Ishares Tr National Mun Etf (MUB) 0.1 $520k 5.0k 104.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $512k 1.2k 424.58
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $509k 8.5k 59.87
State Street Corporation (STT) 0.1 $508k 4.8k 106.34
Hubbell (HUBB) 0.1 $502k 1.2k 408.41
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $486k 5.8k 84.06
Totalenergies Se Sponsored Ads (TTE) 0.1 $480k 7.8k 61.39
Select Sector Spdr Tr Financial (XLF) 0.1 $479k 9.1k 52.37
Nxp Semiconductors N V (NXPI) 0.1 $477k 2.2k 218.49
Fs Kkr Capital Corp (FSK) 0.1 $474k 23k 20.75
Unum (UNM) 0.1 $472k 5.8k 80.76
Ishares Core Msci Emkt (IEMG) 0.1 $461k 7.7k 60.03
MercadoLibre (MELI) 0.1 $457k 175.00 2613.63
Goldman Sachs (GS) 0.1 $456k 644.00 707.75
Constellation Energy (CEG) 0.1 $452k 1.4k 322.76
Ishares Msci Emerg Mrkt (EEMV) 0.1 $450k 7.2k 62.80
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $449k 5.0k 90.17
O'reilly Automotive (ORLY) 0.1 $448k 5.0k 90.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $439k 7.1k 62.02
Hartford Financial Services (HIG) 0.1 $439k 3.5k 126.87
Republic Services (RSG) 0.1 $438k 1.8k 246.61
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $425k 7.1k 59.81
Ishares Gold Tr Ishares New (IAU) 0.1 $422k 6.8k 62.36
Axsome Therapeutics (AXSM) 0.1 $418k 4.0k 104.39
Ecolab (ECL) 0.1 $417k 1.5k 269.44
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $386k 3.2k 119.09
Spdr Series Trust Nyse Tech Etf (XNTK) 0.1 $380k 1.6k 237.28
United Rentals (URI) 0.1 $377k 500.00 753.40
Xylem (XYL) 0.1 $362k 2.8k 129.36
Phillips 66 (PSX) 0.1 $355k 3.0k 119.30
AFLAC Incorporated (AFL) 0.1 $355k 3.4k 105.46
Kimberly-Clark Corporation (KMB) 0.1 $352k 2.7k 128.92
Lockheed Martin Corporation (LMT) 0.1 $346k 748.00 463.14
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $345k 7.5k 45.77
FedEx Corporation (FDX) 0.1 $341k 1.5k 227.31
UnitedHealth (UNH) 0.1 $339k 1.1k 311.97
Church & Dwight (CHD) 0.1 $339k 3.5k 96.11
The Trade Desk Com Cl A (TTD) 0.1 $338k 4.7k 71.99
ConocoPhillips (COP) 0.1 $334k 3.7k 89.74
Constellation Brands Cl A (STZ) 0.1 $333k 2.0k 162.68
Toast Cl A (TOST) 0.1 $333k 7.5k 44.29
Parker-Hannifin Corporation (PH) 0.1 $324k 464.00 698.47
Stryker Corporation (SYK) 0.1 $321k 810.00 395.63
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $318k 1.5k 217.33
Nucor Corporation (NUE) 0.1 $318k 2.5k 129.54
Lam Research Corp Com New (LRCX) 0.1 $313k 3.2k 97.34
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.1 $313k 5.8k 53.75
Dbx Etf Tr Xtrackers Msci (EASG) 0.1 $306k 9.1k 33.68
Intuit (INTU) 0.1 $306k 388.00 787.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $298k 5.1k 58.78
Paychex (PAYX) 0.1 $297k 2.0k 145.46
Crown Castle Intl (CCI) 0.1 $291k 2.8k 102.73
Sherwin-Williams Company (SHW) 0.1 $284k 827.00 343.36
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $281k 2.5k 112.34
Williams Companies (WMB) 0.1 $280k 4.5k 62.81
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $280k 3.4k 81.66
Coupang Cl A (CPNG) 0.1 $277k 9.2k 29.96
Intuitive Surgical Com New (ISRG) 0.1 $276k 508.00 543.41
Carrier Global Corporation (CARR) 0.1 $275k 3.8k 73.19
Allstate Corporation (ALL) 0.1 $272k 1.4k 201.31
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $269k 605.00 445.20
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $269k 5.0k 53.94
Qualcomm (QCOM) 0.1 $267k 1.7k 159.26
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $267k 2.4k 109.29
Crowdstrike Hldgs Cl A (CRWD) 0.1 $255k 500.00 509.31
Amgen (AMGN) 0.1 $251k 898.00 279.21
Intel Corporation (INTC) 0.1 $249k 11k 22.40
Cognizant Technology Solutio Cl A (CTSH) 0.1 $249k 3.2k 78.03
Morgan Stanley Com New (MS) 0.1 $241k 1.7k 140.86
Select Sector Spdr Tr Communication (XLC) 0.1 $240k 2.2k 108.53
Dell Technologies CL C (DELL) 0.1 $231k 1.9k 122.60
Spdr Series Trust S&p Biotech (XBI) 0.1 $229k 2.8k 82.93
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $229k 2.0k 113.41
Textron (TXT) 0.1 $223k 2.8k 80.29
Rockwell Automation (ROK) 0.1 $219k 660.00 332.17
Wells Fargo & Company (WFC) 0.1 $216k 2.7k 80.12
Zoetis Cl A (ZTS) 0.1 $214k 1.4k 155.95
Altria (MO) 0.1 $209k 3.6k 58.63
American Electric Power Company (AEP) 0.1 $208k 2.0k 103.76
Spdr Series Trust S&p Kensho New (KOMP) 0.1 $204k 3.7k 54.38
Ishares Silver Tr Ishares (SLV) 0.1 $200k 6.1k 32.81
Verastem Com New (VSTM) 0.0 $99k 24k 4.15
Kodiak Sciences (KOD) 0.0 $93k 25k 3.73
Editas Medicine (EDIT) 0.0 $30k 14k 2.20
Tscan Therapeutics (TCRX) 0.0 $15k 10k 1.45