Aries Wealth Management

Aries Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Aries Wealth Management

Aries Wealth Management holds 231 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $22M 88k 254.63
Microsoft Corporation (MSFT) 4.4 $18M 36k 517.95
Vanguard Index Fds Growth Etf (VUG) 4.3 $18M 38k 479.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $16M 24k 666.18
Ishares Tr Msci Eafe Etf (EFA) 3.5 $15M 157k 93.37
Vanguard Index Fds Small Cp Etf (VB) 3.1 $13M 52k 254.28
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $12M 41k 293.74
Amazon (AMZN) 2.2 $9.4M 43k 219.57
Caterpillar (CAT) 2.0 $8.6M 18k 477.15
Alphabet Cap Stk Cl A (GOOGL) 1.9 $7.9M 33k 243.10
Ishares Tr Msci Emg Mkt Etf (EEM) 1.9 $7.8M 147k 53.40
Spdr Series Trust S&p Divid Etf (SDY) 1.7 $7.2M 51k 140.05
Meta Platforms Cl A (META) 1.7 $7.0M 9.6k 734.38
Vanguard Index Fds Value Etf (VTV) 1.5 $6.5M 35k 186.49
Home Depot (HD) 1.4 $6.1M 15k 405.18
Ishares Tr Russell 3000 Etf (IWV) 1.4 $5.8M 15k 378.94
JPMorgan Chase & Co. (JPM) 1.3 $5.5M 18k 315.43
Wal-Mart Stores (WMT) 1.3 $5.5M 54k 103.06
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 1.2 $5.2M 204k 25.42
Exxon Mobil Corporation (XOM) 1.2 $5.0M 45k 112.75
Spdr Gold Tr Gold Shs (GLD) 1.2 $5.0M 14k 355.47
Johnson & Johnson (JNJ) 1.1 $4.7M 26k 185.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $4.7M 24k 194.50
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.6M 14k 328.17
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $4.6M 51k 88.96
Visa Com Cl A (V) 1.1 $4.5M 13k 341.38
Vaneck Etf Trust Gold Miners Etf (GDX) 0.9 $3.6M 47k 76.40
Spdr Series Trust Bloomberg Invt (FLRN) 0.8 $3.5M 115k 30.86
Costco Wholesale Corporation (COST) 0.8 $3.5M 3.8k 925.63
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $3.5M 42k 82.96
Procter & Gamble Company (PG) 0.8 $3.4M 22k 153.65
Eli Lilly & Co. (LLY) 0.8 $3.3M 4.4k 763.00
International Business Machines (IBM) 0.8 $3.2M 11k 282.16
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $3.0M 21k 138.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $3.0M 35k 84.11
Abbvie (ABBV) 0.7 $3.0M 13k 231.54
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.9M 31k 95.14
Waste Management (WM) 0.7 $2.8M 13k 220.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $2.6M 50k 53.03
Thermo Fisher Scientific (TMO) 0.6 $2.4M 5.0k 485.02
Abbott Laboratories (ABT) 0.6 $2.3M 17k 133.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.3M 3.8k 612.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.3M 42k 54.18
Automatic Data Processing (ADP) 0.5 $2.2M 7.6k 293.50
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $2.2M 22k 100.25
Merck & Co (MRK) 0.5 $2.2M 26k 83.93
Pepsi (PEP) 0.5 $2.1M 15k 140.44
Ge Aerospace Com New (GE) 0.5 $2.1M 7.0k 300.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.1M 3.5k 600.37
Chubb (CB) 0.5 $2.1M 7.4k 282.25
IDEXX Laboratories (IDXX) 0.5 $2.1M 3.2k 638.89
TJX Companies (TJX) 0.5 $2.1M 14k 144.54
Agnico (AEM) 0.5 $2.0M 12k 168.56
Oracle Corporation (ORCL) 0.5 $1.9M 6.9k 281.24
NVIDIA Corporation (NVDA) 0.5 $1.9M 10k 186.58
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.4 $1.9M 38k 50.63
Blackrock (BLK) 0.4 $1.9M 1.6k 1165.87
Raytheon Technologies Corp (RTX) 0.4 $1.9M 11k 167.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.9M 23k 79.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.9M 31k 59.92
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.4 $1.8M 47k 39.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.8M 3.5k 502.74
McDonald's Corporation (MCD) 0.4 $1.7M 5.7k 303.89
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.7M 33k 50.73
Metropcs Communications (TMUS) 0.4 $1.6M 6.8k 239.38
Illinois Tool Works (ITW) 0.4 $1.6M 6.1k 260.76
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.6M 31k 50.63
Simplify Exchange Traded Fun Managed Futures (CTA) 0.4 $1.5M 55k 27.97
Chevron Corporation (CVX) 0.4 $1.5M 9.9k 155.29
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.5M 6.1k 246.60
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.5M 6.8k 215.79
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.3 $1.4M 23k 61.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.4M 18k 78.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.4M 20k 71.37
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $1.4M 14k 99.81
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 16k 87.31
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.3M 15k 89.77
Broadcom (AVGO) 0.3 $1.3M 3.9k 329.91
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 5.1k 243.55
Texas Instruments Incorporated (TXN) 0.3 $1.2M 6.8k 183.73
Ge Vernova (GEV) 0.3 $1.2M 2.0k 614.90
Kkr & Co (KKR) 0.3 $1.2M 9.4k 129.95
Grayscale Ethereum Trust Etf SHS (ETHE) 0.3 $1.2M 35k 34.27
Union Pacific Corporation (UNP) 0.3 $1.1M 4.8k 236.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 6.0k 189.70
Linde SHS (LIN) 0.3 $1.1M 2.4k 475.00
Colgate-Palmolive Company (CL) 0.3 $1.1M 14k 79.94
Lowe's Companies (LOW) 0.3 $1.1M 4.5k 251.31
Nextera Energy (NEE) 0.3 $1.1M 15k 75.49
Rocket Lab Corp (RKLB) 0.3 $1.1M 23k 47.91
Uber Technologies (UBER) 0.3 $1.1M 11k 97.97
Cigna Corp (CI) 0.3 $1.1M 3.8k 288.25
Mastercard Incorporated Cl A (MA) 0.3 $1.1M 1.9k 568.81
Select Sector Spdr Tr Technology (XLK) 0.3 $1.1M 3.8k 281.86
Cisco Systems (CSCO) 0.3 $1.1M 16k 68.42
Independent Bank (INDB) 0.2 $1.0M 15k 69.17
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $998k 13k 79.80
McKesson Corporation (MCK) 0.2 $933k 1.2k 772.54
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $915k 4.4k 209.34
Kla Corp Com New (KLAC) 0.2 $907k 841.00 1078.60
Impinj (PI) 0.2 $904k 5.0k 180.75
3M Company (MMM) 0.2 $885k 5.7k 155.18
Emerson Electric (EMR) 0.2 $875k 6.7k 131.18
Walt Disney Company (DIS) 0.2 $838k 7.3k 114.50
Coca-Cola Company (KO) 0.2 $808k 12k 66.32
Pfizer (PFE) 0.2 $801k 31k 25.48
Marsh & McLennan Companies (MMC) 0.2 $773k 3.8k 201.53
Mondelez Intl Cl A (MDLZ) 0.2 $765k 12k 62.47
Eaton Corp SHS (ETN) 0.2 $758k 2.0k 374.25
Travelers Companies (TRV) 0.2 $742k 2.7k 279.22
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $735k 11k 65.01
Williams-Sonoma (WSM) 0.2 $715k 3.7k 195.45
Astrazeneca Sponsored Adr (AZN) 0.2 $710k 9.2k 76.72
Ishares Tr Short Treas Bd (SHV) 0.2 $709k 6.4k 110.49
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $700k 6.0k 117.04
American Express Company (AXP) 0.2 $689k 2.1k 332.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $681k 4.9k 139.17
Honeywell International (HON) 0.2 $681k 3.2k 210.50
salesforce (CRM) 0.2 $679k 2.9k 237.00
Monster Beverage Corp (MNST) 0.2 $653k 9.7k 67.31
Ishares Tr Core S&p500 Etf (IVV) 0.1 $631k 943.00 669.30
Adobe Systems Incorporated (ADBE) 0.1 $623k 1.8k 352.75
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $609k 2.4k 253.93
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $607k 3.8k 159.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $591k 7.9k 74.37
Shell Spon Ads (SHEL) 0.1 $590k 8.2k 71.53
Netflix (NFLX) 0.1 $578k 482.00 1198.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $564k 1.2k 468.41
State Street Corporation (STT) 0.1 $554k 4.8k 116.01
Ishares Gold Tr Ishares New (IAU) 0.1 $543k 7.5k 72.77
Select Sector Spdr Tr Energy (XLE) 0.1 $536k 6.0k 89.34
O'reilly Automotive (ORLY) 0.1 $535k 5.0k 107.81
Ameriprise Financial (AMP) 0.1 $531k 1.1k 491.25
Ishares Tr National Mun Etf (MUB) 0.1 $530k 5.0k 106.49
Hubbell (HUBB) 0.1 $528k 1.2k 430.31
Check Point Software Tech Lt Ord (CHKP) 0.1 $526k 2.5k 206.91
Goldman Sachs (GS) 0.1 $513k 644.00 796.35
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $509k 8.5k 59.91
Ishares Core Msci Emkt (IEMG) 0.1 $506k 7.7k 65.92
Bristol Myers Squibb (BMY) 0.1 $500k 11k 45.10
Nxp Semiconductors N V (NXPI) 0.1 $497k 2.2k 227.73
Select Sector Spdr Tr Financial (XLF) 0.1 $492k 9.1k 53.87
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $491k 5.0k 98.59
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $490k 5.8k 84.83
Axsome Therapeutics (AXSM) 0.1 $486k 4.0k 121.45
United Rentals (URI) 0.1 $477k 500.00 954.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $462k 7.1k 65.26
Hartford Financial Services (HIG) 0.1 $461k 3.5k 133.39
Constellation Energy (CEG) 0.1 $460k 1.4k 329.07
Ishares Msci Emerg Mrkt (EEMV) 0.1 $458k 7.2k 63.83
Totalenergies Se Sponsored Ads (TTE) 0.1 $458k 7.7k 59.69
Unum (UNM) 0.1 $455k 5.8k 77.78
Danaher Corporation (DHR) 0.1 $448k 2.3k 198.26
Spdr Series Trust Nyse Tech Etf (XNTK) 0.1 $436k 1.6k 272.23
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $428k 2.4k 178.73
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $427k 7.1k 60.03
Ecolab (ECL) 0.1 $424k 1.5k 273.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $414k 7.0k 58.85
Xylem (XYL) 0.1 $413k 2.8k 147.50
Kodiak Sciences (KOD) 0.1 $409k 25k 16.37
MercadoLibre (MELI) 0.1 $409k 175.00 2336.94
Republic Services (RSG) 0.1 $407k 1.8k 229.48
Phillips 66 (PSX) 0.1 $404k 3.0k 136.02
Lam Research Corp Com New (LRCX) 0.1 $402k 3.0k 133.90
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.1 $389k 7.0k 55.90
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $387k 3.2k 119.51
AFLAC Incorporated (AFL) 0.1 $376k 3.4k 111.70
Intel Corporation (INTC) 0.1 $373k 11k 33.55
Lockheed Martin Corporation (LMT) 0.1 $373k 748.00 499.21
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $360k 7.5k 47.72
FedEx Corporation (FDX) 0.1 $354k 1.5k 235.81
UnitedHealth (UNH) 0.1 $353k 1.0k 345.30
Fs Kkr Capital Corp (FSK) 0.1 $352k 24k 14.93
Parker-Hannifin Corporation (PH) 0.1 $352k 464.00 758.15
ConocoPhillips (COP) 0.1 $352k 3.7k 94.59
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $351k 1.5k 239.64
Kimberly-Clark Corporation (KMB) 0.1 $340k 2.7k 124.34
Nucor Corporation (NUE) 0.1 $333k 2.5k 135.43
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.1 $329k 5.8k 57.07
Coupang Cl A (CPNG) 0.1 $327k 10k 32.20
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $315k 2.5k 125.95
Dbx Etf Tr Xtrackers Msci (EASG) 0.1 $315k 9.1k 34.65
Stryker Corporation (SYK) 0.1 $299k 810.00 369.67
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $299k 3.4k 87.21
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $294k 5.0k 58.93
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $291k 2.4k 118.83
Allstate Corporation (ALL) 0.1 $290k 1.4k 214.65
Intuitive Surgical Com New (ISRG) 0.1 $289k 645.00 447.23
Sherwin-Williams Company (SHW) 0.1 $284k 821.00 346.26
Williams Companies (WMB) 0.1 $283k 4.5k 63.35
Church & Dwight (CHD) 0.1 $281k 3.2k 87.63
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $277k 5.4k 51.04
Spdr Series Trust S&p Biotech (XBI) 0.1 $277k 2.8k 100.20
Constellation Brands Cl A (STZ) 0.1 $276k 2.0k 134.67
Toast Cl A (TOST) 0.1 $274k 7.5k 36.51
Crown Castle Intl (CCI) 0.1 $273k 2.8k 96.49
Morgan Stanley Com New (MS) 0.1 $271k 1.7k 158.96
Dell Technologies CL C (DELL) 0.1 $267k 1.9k 141.77
Intuit (INTU) 0.1 $265k 388.00 682.91
Select Sector Spdr Tr Communication (XLC) 0.1 $262k 2.2k 118.37
Paychex (PAYX) 0.1 $259k 2.0k 126.76
Ishares Silver Tr Ishares (SLV) 0.1 $259k 6.1k 42.37
Mohawk Industries (MHK) 0.1 $258k 2.0k 128.92
Amgen (AMGN) 0.1 $253k 898.00 282.20
Qualcomm (QCOM) 0.1 $251k 1.5k 166.36
Crowdstrike Hldgs Cl A (CRWD) 0.1 $245k 500.00 490.38
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $237k 605.00 391.64
Altria (MO) 0.1 $236k 3.6k 66.06
Textron (TXT) 0.1 $234k 2.8k 84.49
Spdr Series Trust S&p Kensho New (KOMP) 0.1 $233k 3.7k 62.26
Verastem Com New (VSTM) 0.1 $232k 26k 8.83
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $231k 4.7k 48.84
Rockwell Automation (ROK) 0.1 $231k 660.00 349.53
The Trade Desk Com Cl A (TTD) 0.1 $230k 4.7k 49.01
Blackstone Group Inc Com Cl A (BX) 0.1 $228k 1.3k 170.85
Genuine Parts Company (GPC) 0.1 $227k 1.6k 138.60
Wells Fargo & Company (WFC) 0.1 $226k 2.7k 83.82
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $225k 2.4k 92.98
American Electric Power Company (AEP) 0.1 $225k 2.0k 112.50
Carrier Global Corporation (CARR) 0.1 $225k 3.8k 59.70
Vanguard World Inf Tech Etf (VGT) 0.1 $224k 300.00 746.63
Hexcel Corporation (HXL) 0.1 $220k 3.5k 62.70
Deere & Company (DE) 0.1 $219k 479.00 457.26
Blackrock Etf Trust Dynamic Eqty Act 0.1 $217k 8.6k 25.31
Cognizant Technology Solutio Cl A (CTSH) 0.1 $214k 3.2k 67.07
Bwx Technologies (BWXT) 0.0 $211k 1.1k 184.37
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $206k 2.7k 75.10
Quanta Services (PWR) 0.0 $203k 490.00 414.42
Nio Spon Ads (NIO) 0.0 $76k 10k 7.62
Editas Medicine (EDIT) 0.0 $43k 13k 3.47
Tscan Therapeutics (TCRX) 0.0 $18k 10k 1.82