Aries Wealth Management

Aries Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Aries Wealth Management

Aries Wealth Management holds 233 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $24M 87k 271.86
Vanguard Index Fds Growth Etf (VUG) 4.4 $20M 41k 487.86
Microsoft Corporation (MSFT) 3.8 $17M 36k 483.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $17M 25k 681.92
Ishares Tr Msci Eafe Etf (EFA) 3.8 $17M 177k 96.03
Vanguard Index Fds Small Cp Etf (VB) 3.3 $15M 58k 257.95
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $13M 45k 290.22
Alphabet Cap Stk Cl A (GOOGL) 2.3 $10M 33k 313.00
Caterpillar (CAT) 2.3 $10M 18k 572.87
Amazon (AMZN) 2.2 $9.9M 43k 230.82
Ishares Tr Msci Emg Mkt Etf (EEM) 2.1 $9.6M 176k 54.71
Vanguard Index Fds Value Etf (VTV) 1.7 $7.6M 40k 190.99
Spdr Series Trust State Street Spd (SDY) 1.6 $7.1M 51k 139.16
Meta Platforms Cl A (META) 1.5 $6.9M 11k 660.09
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $6.7M 67k 100.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $6.3M 19k 335.27
Wal-Mart Stores (WMT) 1.3 $6.1M 55k 111.41
Ishares Tr Russell 3000 Etf (IWV) 1.3 $5.9M 15k 386.85
Spdr Gold Tr Gold Shs (GLD) 1.3 $5.7M 15k 396.31
JPMorgan Chase & Co. (JPM) 1.2 $5.6M 17k 322.22
Exxon Mobil Corporation (XOM) 1.2 $5.4M 45k 120.34
Johnson & Johnson (JNJ) 1.2 $5.3M 26k 206.95
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 1.2 $5.3M 204k 25.81
Home Depot (HD) 1.1 $5.2M 15k 344.09
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $4.8M 24k 198.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $4.7M 57k 82.82
Visa Com Cl A (V) 1.0 $4.6M 13k 350.71
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.0 $4.5M 50k 89.43
Eli Lilly & Co. (LLY) 1.0 $4.4M 4.1k 1074.68
Vaneck Etf Trust Gold Miners Etf (GDX) 0.9 $4.1M 47k 85.77
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $4.0M 47k 83.75
Spdr Series Trust State Street Spd (FLRN) 0.8 $3.8M 123k 30.73
International Business Machines (IBM) 0.8 $3.4M 12k 296.21
Costco Wholesale Corporation (COST) 0.7 $3.4M 3.9k 862.34
Procter & Gamble Company (PG) 0.7 $3.1M 22k 143.31
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $3.0M 22k 141.49
Abbvie (ABBV) 0.6 $2.9M 13k 228.49
Thermo Fisher Scientific (TMO) 0.6 $2.9M 4.9k 579.45
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.8M 30k 94.16
Waste Management (WM) 0.6 $2.7M 12k 219.71
Merck & Co (MRK) 0.6 $2.7M 26k 105.26
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $2.6M 50k 52.88
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.6M 26k 99.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.3M 3.7k 627.13
Chubb (CB) 0.5 $2.3M 7.4k 312.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.3M 43k 53.76
Abbott Laboratories (ABT) 0.5 $2.2M 18k 125.29
TJX Companies (TJX) 0.5 $2.2M 15k 153.61
Pepsi (PEP) 0.5 $2.2M 15k 143.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.2M 3.5k 614.31
Ge Aerospace Com New (GE) 0.5 $2.2M 7.0k 308.03
IDEXX Laboratories (IDXX) 0.5 $2.1M 3.2k 676.53
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.4 $2.0M 51k 38.73
Automatic Data Processing (ADP) 0.4 $2.0M 7.6k 257.23
Raytheon Technologies Corp (RTX) 0.4 $2.0M 11k 183.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.9M 31k 62.47
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.4 $1.9M 66k 28.06
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.8M 23k 79.73
McDonald's Corporation (MCD) 0.4 $1.8M 5.8k 305.63
Agnico (AEM) 0.4 $1.7M 10k 169.53
Blackrock (BLK) 0.4 $1.7M 1.6k 1070.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.7M 3.3k 502.65
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.7M 33k 50.59
NVIDIA Corporation (NVDA) 0.4 $1.6M 8.8k 186.50
Rocket Lab Corp (RKLB) 0.4 $1.6M 23k 69.76
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.6M 32k 49.46
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.3 $1.5M 23k 65.55
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M 4.9k 313.80
Broadcom (AVGO) 0.3 $1.5M 4.3k 346.10
Illinois Tool Works (ITW) 0.3 $1.5M 6.1k 246.30
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.5M 6.7k 219.78
Chevron Corporation (CVX) 0.3 $1.5M 9.6k 152.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.4M 20k 73.56
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.4M 5.3k 268.30
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 16k 89.46
Oracle Corporation (ORCL) 0.3 $1.4M 7.0k 194.91
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.4M 17k 78.81
Ge Vernova (GEV) 0.3 $1.3M 2.0k 653.57
Cisco Systems (CSCO) 0.3 $1.2M 16k 77.03
Union Pacific Corporation (UNP) 0.3 $1.2M 5.1k 231.32
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $1.2M 15k 76.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.2M 6.0k 191.56
Nextera Energy (NEE) 0.3 $1.1M 14k 80.28
Kkr & Co (KKR) 0.3 $1.1M 8.9k 127.48
Texas Instruments Incorporated (TXN) 0.2 $1.1M 6.5k 173.49
Colgate-Palmolive Company (CL) 0.2 $1.1M 14k 79.02
Mastercard Incorporated Cl A (MA) 0.2 $1.1M 1.9k 570.88
Uber Technologies (UBER) 0.2 $1.1M 14k 81.71
Simplify Exchange Traded Fun Managed Futures (CTA) 0.2 $1.1M 40k 27.26
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $1.1M 7.6k 143.97
Independent Bank (INDB) 0.2 $1.1M 15k 73.08
Lowe's Companies (LOW) 0.2 $1.1M 4.5k 241.16
Ishares Tr National Mun Etf (MUB) 0.2 $1.1M 10k 107.11
Cigna Corp (CI) 0.2 $1.1M 3.8k 275.23
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $1.0M 13k 83.61
Kla Corp Com New (KLAC) 0.2 $1.0M 841.00 1215.08
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $1.0M 20k 50.94
Linde SHS (LIN) 0.2 $995k 2.3k 426.39
McKesson Corporation (MCK) 0.2 $991k 1.2k 820.29
Walt Disney Company (DIS) 0.2 $946k 8.3k 113.77
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $938k 14k 68.36
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $914k 4.4k 209.12
3M Company (MMM) 0.2 $913k 5.7k 160.10
Emerson Electric (EMR) 0.2 $905k 6.8k 132.72
Impinj (PI) 0.2 $870k 5.0k 174.01
Astrazeneca Sponsored Adr 0.2 $867k 9.4k 91.93
Coca-Cola Company (KO) 0.2 $852k 12k 69.91
Grayscale Ethereum Trust Etf SHS (ETHE) 0.2 $804k 33k 24.37
Netflix (NFLX) 0.2 $780k 8.3k 93.76
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $778k 7.1k 110.15
American Express Company (AXP) 0.2 $776k 2.1k 369.95
Travelers Companies (TRV) 0.2 $771k 2.7k 290.06
salesforce (CRM) 0.2 $769k 2.9k 264.91
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $759k 11k 67.13
Pfizer (PFE) 0.2 $758k 30k 24.90
Monster Beverage Corp (MNST) 0.2 $744k 9.7k 76.67
Axsome Therapeutics (AXSM) 0.2 $731k 4.0k 182.64
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $725k 6.0k 121.27
Marsh & McLennan Companies 0.2 $710k 3.8k 185.52
Kodiak Sciences (KOD) 0.2 $699k 25k 27.96
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $688k 4.4k 154.80
Ishares Tr Core S&p500 Etf (IVV) 0.2 $680k 992.00 684.94
Metropcs Communications (TMUS) 0.1 $663k 3.3k 203.04
Eaton Corp SHS (ETN) 0.1 $648k 2.0k 318.51
Williams-Sonoma (WSM) 0.1 $640k 3.6k 178.59
Honeywell International (HON) 0.1 $631k 3.2k 195.09
Adobe Systems Incorporated (ADBE) 0.1 $622k 1.8k 349.99
State Street Corporation (STT) 0.1 $617k 4.8k 129.01
Mondelez Intl Cl A (MDLZ) 0.1 $611k 11k 53.83
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.1 $603k 15k 41.32
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $602k 3.7k 161.63
Shell Spon Ads (SHEL) 0.1 $588k 8.0k 73.48
Bristol Myers Squibb (BMY) 0.1 $583k 11k 53.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $570k 1.2k 473.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $569k 7.7k 74.07
Goldman Sachs (GS) 0.1 $566k 644.00 879.00
Ishares Gold Tr Ishares New (IAU) 0.1 $539k 6.6k 81.17
Hubbell (HUBB) 0.1 $536k 1.2k 444.11
Ameriprise Financial (AMP) 0.1 $530k 1.1k 490.34
Danaher Corporation (DHR) 0.1 $517k 2.3k 228.92
Ishares Core Msci Emkt (IEMG) 0.1 $516k 7.7k 67.22
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $509k 8.5k 59.93
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $509k 11k 44.71
Constellation Energy (CEG) 0.1 $508k 1.4k 353.27
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $504k 5.8k 86.25
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $500k 9.1k 54.77
Totalenergies Se Act (TTE) 0.1 $486k 7.4k 65.39
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $482k 5.0k 96.84
Hartford Financial Services (HIG) 0.1 $476k 3.5k 137.80
Nxp Semiconductors N V (NXPI) 0.1 $474k 2.2k 217.06
Lam Research Corp Com New (LRCX) 0.1 $473k 2.8k 171.18
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $472k 1.7k 281.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $467k 7.1k 66.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $463k 7.9k 58.73
O'reilly Automotive (ORLY) 0.1 $453k 5.0k 91.21
Intuitive Surgical Com New (ISRG) 0.1 $445k 785.00 566.36
Unum (UNM) 0.1 $445k 5.7k 77.50
Ishares Msci Emerg Mrkt (EEMV) 0.1 $441k 6.9k 64.04
FedEx Corporation (FDX) 0.1 $433k 1.5k 288.86
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $417k 7.0k 59.93
Intel Corporation (INTC) 0.1 $411k 11k 36.90
Parker-Hannifin Corporation (PH) 0.1 $408k 464.00 878.96
Ecolab (ECL) 0.1 $407k 1.5k 262.52
United Rentals (URI) 0.1 $405k 500.00 809.32
Nucor Corporation (NUE) 0.1 $400k 2.5k 163.11
Ishares Silver Tr Ishares (SLV) 0.1 $393k 6.1k 64.42
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $387k 3.2k 119.35
Phillips 66 (PSX) 0.1 $384k 3.0k 129.04
Xylem (XYL) 0.1 $381k 2.8k 136.18
Republic Services (RSG) 0.1 $376k 1.8k 211.93
Check Point Software Tech Lt Ord (CHKP) 0.1 $375k 2.0k 185.56
AFLAC Incorporated (AFL) 0.1 $371k 3.4k 110.27
Lockheed Martin Corporation (LMT) 0.1 $362k 748.00 483.67
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $356k 2.4k 146.58
MercadoLibre (MELI) 0.1 $353k 175.00 2014.26
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $352k 7.5k 46.68
Select Sector Spdr Tr State Street Con (XLY) 0.1 $350k 2.9k 119.41
ConocoPhillips (COP) 0.1 $347k 3.7k 93.61
Spdr Series Trust State Street Spd (XBI) 0.1 $337k 2.8k 121.93
Fs Kkr Capital Corp (FSK) 0.1 $334k 23k 14.81
Spdr Series Trust State Street Spd (XNTK) 0.1 $334k 1.2k 277.88
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.1 $332k 5.6k 59.06
Dbx Etf Tr Xtrackers Msci (EASG) 0.1 $323k 9.2k 35.19
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $323k 2.5k 129.16
Morgan Stanley Com New (MS) 0.1 $303k 1.7k 177.53
Allstate Corporation (ALL) 0.1 $300k 1.4k 208.15
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $294k 2.4k 120.18
Amgen (AMGN) 0.1 $294k 898.00 327.31
Williams Companies (WMB) 0.1 $291k 4.8k 60.11
Tesla Motors (TSLA) 0.1 $290k 644.00 449.72
Stryker Corporation (SYK) 0.1 $285k 810.00 351.47
Kimberly-Clark Corporation (KMB) 0.1 $276k 2.7k 100.89
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $274k 605.00 453.36
Church & Dwight (CHD) 0.1 $269k 3.2k 83.85
Toast Cl A (TOST) 0.1 $267k 7.5k 35.51
Sherwin-Williams Company (SHW) 0.1 $266k 821.00 324.03
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $265k 4.6k 58.11
Cognizant Technology Solutio Cl A (CTSH) 0.1 $265k 3.2k 83.00
Wells Fargo & Company (WFC) 0.1 $264k 2.8k 93.20
Select Sector Spdr Tr State Street Com (XLC) 0.1 $260k 2.2k 117.72
Hexcel Corporation (HXL) 0.1 $259k 3.5k 73.90
Qualcomm (QCOM) 0.1 $259k 1.5k 171.05
Intuit (INTU) 0.1 $257k 388.00 662.42
UnitedHealth (UNH) 0.1 $257k 778.00 330.11
Rockwell Automation (ROK) 0.1 $257k 660.00 389.07
Crown Castle Intl (CCI) 0.1 $251k 2.8k 88.87
Spdr Series Trust State Street Spd (KOMP) 0.1 $245k 4.1k 59.73
Coupang Cl A (CPNG) 0.1 $243k 10k 23.59
Textron (TXT) 0.1 $242k 2.8k 87.17
Cummins (CMI) 0.1 $237k 465.00 510.45
Dell Technologies CL C (DELL) 0.1 $237k 1.9k 125.88
AmerisourceBergen (COR) 0.1 $236k 700.00 337.75
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $235k 5.5k 42.69
Crowdstrike Hldgs Cl A (CRWD) 0.1 $234k 500.00 468.76
American Electric Power Company (AEP) 0.1 $231k 2.0k 115.31
Paychex (PAYX) 0.1 $229k 2.0k 112.18
Vanguard World Inf Tech Etf (VGT) 0.1 $226k 300.00 753.78
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.0 $220k 8.6k 25.61
Quanta Services (PWR) 0.0 $220k 521.00 422.06
Mohawk Industries (MHK) 0.0 $219k 2.0k 109.30
TTM Technologies (TTMI) 0.0 $216k 3.1k 69.00
Altria (MO) 0.0 $206k 3.6k 57.66
Blackstone Group Inc Com Cl A (BX) 0.0 $206k 1.3k 154.14
Verastem Com New (VSTM) 0.0 $203k 26k 7.72
Cps Technologies (CPSH) 0.0 $136k 44k 3.09
Grayscale Solana Tr Etf SHS (GSOL) 0.0 $104k 12k 9.10
Coty Com Cl A (COTY) 0.0 $62k 20k 3.08
Nio Spon Ads (NIO) 0.0 $51k 10k 5.10
Editas Medicine (EDIT) 0.0 $26k 13k 2.05
Fubotv Class A Com Shs (FUBO) 0.0 $25k 10k 2.52
American Bitcoin Corp. Com Cl A (ABTC) 0.0 $17k 10k 1.70
Canopy Growth Corp Com New (CGC) 0.0 $11k 10k 1.14
Tscan Therapeutics (TCRX) 0.0 $10k 10k 1.00