Aries Wealth Management

Aries Wealth Management as of March 31, 2026

Portfolio Holdings for Aries Wealth Management

Aries Wealth Management holds 234 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $22M 86k 253.79
Ishares Tr Msci Eafe Etf (EFA) 4.2 $19M 197k 97.13
Vanguard Index Fds Growth Etf (VUG) 4.1 $18M 42k 436.79
Vanguard Index Fds Small Cp Etf (VB) 3.8 $17M 66k 261.92
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.7 $17M 26k 650.34
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $14M 48k 287.18
Microsoft Corporation (MSFT) 2.9 $13M 36k 370.17
Caterpillar (CAT) 2.7 $13M 18k 708.46
Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $11M 198k 56.79
Alphabet Cap Stk Cl A (GOOGL) 2.1 $9.4M 33k 287.56
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.0 $9.1M 91k 100.66
Amazon (AMZN) 2.0 $9.1M 44k 208.27
Vanguard Index Fds Value Etf (VTV) 1.9 $8.7M 44k 196.20
Spdr Series Trust State Street Spd (SDY) 1.6 $7.3M 50k 145.94
Exxon Mobil Corporation (XOM) 1.5 $7.0M 42k 169.66
Wal-Mart Stores (WMT) 1.5 $6.8M 54k 124.28
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $6.4M 20k 320.81
Meta Platforms Cl A (META) 1.4 $6.3M 11k 572.13
Johnson & Johnson (JNJ) 1.4 $6.2M 26k 244.44
Spdr Gold Tr Gold Shs (GLD) 1.3 $6.0M 14k 430.29
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 1.3 $5.8M 216k 26.91
Ishares Tr Russell 3000 Etf (IWV) 1.2 $5.7M 15k 370.68
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $5.2M 63k 82.57
JPMorgan Chase & Co. (JPM) 1.1 $5.1M 17k 294.16
Home Depot (HD) 1.1 $4.9M 15k 328.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $4.5M 24k 191.81
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $4.3M 49k 87.84
Costco Wholesale Corporation (COST) 0.9 $4.0M 4.0k 996.43
Visa Com Cl A (V) 0.9 $4.0M 13k 302.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $3.9M 47k 82.75
Spdr Series Trust State Street Spd (FLRN) 0.9 $3.9M 126k 30.78
Eli Lilly & Co. (LLY) 0.8 $3.8M 4.1k 919.77
Vaneck Etf Trust Gold Miners Etf (GDX) 0.8 $3.4M 37k 91.77
Merck & Co (MRK) 0.7 $3.1M 26k 120.29
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $3.1M 22k 138.37
Procter & Gamble Company (PG) 0.6 $2.9M 20k 144.44
Waste Management (WM) 0.6 $2.8M 12k 229.79
International Business Machines (IBM) 0.6 $2.8M 11k 242.39
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.7M 29k 92.74
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.7M 27k 99.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $2.7M 51k 52.56
Abbvie (ABBV) 0.6 $2.7M 12k 217.49
Chubb (CB) 0.5 $2.4M 7.4k 325.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.4M 45k 54.05
Thermo Fisher Scientific (TMO) 0.5 $2.4M 4.9k 491.53
TJX Companies (TJX) 0.5 $2.3M 15k 159.70
Pepsi (PEP) 0.5 $2.3M 15k 155.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.2M 3.7k 597.55
Raytheon Technologies Corp (RTX) 0.4 $2.0M 11k 192.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.0M 3.5k 577.18
Chevron Corporation (CVX) 0.4 $2.0M 9.6k 206.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.0M 31k 64.08
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.4 $1.9M 64k 29.99
Abbott Laboratories (ABT) 0.4 $1.9M 18k 102.67
Grayscale Ethereum Staking Shs New (ETH) 0.4 $1.9M 94k 19.86
Ge Aerospace Com New (GE) 0.4 $1.8M 6.5k 283.77
McDonald's Corporation (MCD) 0.4 $1.8M 5.8k 310.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.8M 23k 79.27
IDEXX Laboratories (IDXX) 0.4 $1.8M 3.2k 561.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.8M 36k 49.95
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $1.8M 29k 61.26
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.8M 35k 50.61
Ge Vernova (GEV) 0.4 $1.6M 1.8k 872.90
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $1.6M 32k 50.98
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.4 $1.6M 23k 69.90
Illinois Tool Works (ITW) 0.3 $1.6M 6.1k 260.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 3.2k 479.20
Automatic Data Processing (ADP) 0.3 $1.5M 7.6k 203.18
Blackrock (BLK) 0.3 $1.5M 1.6k 961.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.5M 20k 75.10
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.4M 6.7k 215.06
NVIDIA Corporation (NVDA) 0.3 $1.4M 8.3k 174.40
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 16k 90.53
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.4M 4.9k 286.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.3M 17k 78.41
Nextera Energy (NEE) 0.3 $1.3M 14k 92.88
Broadcom (AVGO) 0.3 $1.3M 4.1k 309.51
Texas Instruments Incorporated (TXN) 0.3 $1.3M 6.5k 194.14
Union Pacific Corporation (UNP) 0.3 $1.2M 5.1k 242.62
Kla Corp Com New (KLAC) 0.3 $1.2M 824.00 1472.41
Cisco Systems (CSCO) 0.3 $1.2M 16k 77.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.2M 6.2k 191.92
Colgate-Palmolive Company (CL) 0.3 $1.2M 14k 85.23
Simplify Exchange Traded Fun Managed Futures (CTA) 0.3 $1.2M 39k 30.22
Linde SHS (LIN) 0.3 $1.2M 2.3k 495.76
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $1.1M 19k 59.03
Agnico (AEM) 0.2 $1.1M 5.5k 202.98
Independent Bank (INDB) 0.2 $1.1M 15k 75.21
Uber Technologies (UBER) 0.2 $1.1M 15k 71.93
Ishares Tr National Mun Etf (MUB) 0.2 $1.1M 10k 106.15
Lowe's Companies (LOW) 0.2 $1.1M 4.5k 236.28
Rocket Lab Corp (RKLB) 0.2 $1.1M 17k 64.22
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $1.1M 15k 68.47
McKesson Corporation (MCK) 0.2 $1.0M 1.2k 865.36
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $1.0M 13k 82.43
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.0M 5.2k 198.29
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $1.0M 7.6k 132.90
Mastercard Incorporated Cl A (MA) 0.2 $969k 1.9k 499.66
Kodiak Sciences (KOD) 0.2 $953k 25k 38.12
Coca-Cola Company (KO) 0.2 $926k 12k 76.05
Astrazeneca Ord (AZN) 0.2 $900k 4.6k 197.22
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $899k 4.4k 205.80
Netflix (NFLX) 0.2 $893k 9.3k 96.15
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.2 $865k 28k 31.19
Pfizer (PFE) 0.2 $838k 30k 28.08
Servicenow (NOW) 0.2 $830k 7.9k 104.55
Kkr & Co (KKR) 0.2 $820k 8.9k 92.50
Emerson Electric (EMR) 0.2 $811k 6.2k 131.02
3M Company (MMM) 0.2 $808k 5.6k 145.23
Travelers Companies (TRV) 0.2 $775k 2.7k 291.68
Cigna Corp (CI) 0.2 $741k 2.8k 266.75
Shell Spon Ads (SHEL) 0.2 $741k 8.0k 93.00
Eaton Corp SHS (ETN) 0.2 $728k 2.0k 357.67
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $724k 14k 52.76
Walt Disney Company (DIS) 0.2 $705k 7.3k 96.38
Monster Beverage Corp (MNST) 0.2 $703k 9.7k 72.46
Honeywell International 0.2 $694k 3.1k 226.03
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $687k 6.1k 113.60
Metropcs Communications (TMUS) 0.2 $686k 3.3k 210.03
Totalenergies Se Act (TTE) 0.1 $680k 7.4k 91.44
Axsome Therapeutics (AXSM) 0.1 $676k 4.0k 169.02
Bristol Myers Squibb (BMY) 0.1 $655k 11k 60.65
Williams-Sonoma (WSM) 0.1 $653k 3.6k 182.33
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $652k 13k 49.37
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $652k 4.4k 146.61
Ishares Tr Core S&p500 Etf (IVV) 0.1 $648k 992.00 653.21
Marsh & McLennan Companies (MRSH) 0.1 $644k 3.7k 173.45
American Express Company (AXP) 0.1 $635k 2.1k 302.48
Ptc (PTC) 0.1 $626k 4.4k 142.49
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $619k 5.6k 110.39
State Street Corporation (STT) 0.1 $605k 4.8k 126.56
Ishares Gold Tr Ishares New (IAU) 0.1 $605k 6.9k 88.16
Hubbell (HUBB) 0.1 $592k 1.2k 490.74
Mondelez Intl Cl A (MDLZ) 0.1 $571k 9.9k 57.64
Oracle Corporation (ORCL) 0.1 $566k 3.8k 147.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $565k 7.7k 73.64
Grayscale Ethereum Staking E SHS (ETHE) 0.1 $563k 33k 17.07
Goldman Sachs (GS) 0.1 $545k 644.00 845.99
Phillips 66 (PSX) 0.1 $542k 3.0k 182.18
Lam Research Corp Com New (LRCX) 0.1 $536k 2.5k 213.66
Ishares Core Msci Emkt (IEMG) 0.1 $535k 7.7k 69.75
FedEx Corporation (FDX) 0.1 $534k 1.5k 356.18
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $534k 5.8k 91.37
Intuitive Surgical Com New (ISRG) 0.1 $525k 1.1k 460.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $514k 1.2k 426.40
salesforce (CRM) 0.1 $509k 2.7k 186.67
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $508k 8.5k 59.78
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $499k 1.7k 297.23
Intel Corporation (INTC) 0.1 $491k 11k 44.13
ConocoPhillips (COP) 0.1 $490k 3.7k 132.00
Ameriprise Financial (AMP) 0.1 $480k 1.1k 444.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $478k 7.1k 67.53
Hartford Financial Services (HIG) 0.1 $467k 3.5k 135.23
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $466k 5.0k 93.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $462k 7.9k 58.54
Spdr Series Trust State Street Spd (KOMP) 0.1 $461k 7.9k 58.48
O'reilly Automotive (ORLY) 0.1 $458k 5.0k 92.31
Lockheed Martin Corporation (LMT) 0.1 $452k 748.00 604.39
Ishares Msci Emerg Mrkt (EEMV) 0.1 $446k 6.9k 64.73
Nxp Semiconductors N V (NXPI) 0.1 $430k 2.2k 196.86
Danaher Corporation (DHR) 0.1 $428k 2.3k 189.60
Unum (UNM) 0.1 $419k 5.7k 73.03
Parker-Hannifin Corporation (PH) 0.1 $415k 464.00 895.24
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $414k 7.0k 59.55
Ecolab (ECL) 0.1 $412k 1.5k 266.02
Impinj (PI) 0.1 $411k 4.0k 102.70
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $407k 3.7k 109.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $398k 3.2k 125.46
Constellation Energy (CEG) 0.1 $391k 1.4k 279.25
Nucor Corporation (NUE) 0.1 $390k 2.3k 169.10
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $384k 3.2k 118.60
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $382k 6.9k 55.71
AFLAC Incorporated (AFL) 0.1 $369k 3.4k 109.71
United Rentals (URI) 0.1 $364k 500.00 728.56
Republic Services (RSG) 0.1 $361k 1.7k 219.02
Spdr Series Trust State Street Spd (XBI) 0.1 $353k 2.8k 127.73
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $352k 7.5k 46.74
Williams Companies (WMB) 0.1 $352k 4.8k 72.78
Xylem (XYL) 0.1 $335k 2.8k 119.50
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.1 $332k 5.6k 58.99
Dbx Etf Tr Xtrackers Msci (EASG) 0.1 $323k 9.2k 35.14
Select Sector Spdr Tr State Street Con (XLY) 0.1 $319k 2.9k 108.98
Amgen (AMGN) 0.1 $316k 898.00 351.85
Dell Technologies CL C (DELL) 0.1 $309k 1.9k 164.13
Spdr Series Trust State Street Spd (XNTK) 0.1 $306k 1.2k 255.28
TTM Technologies (TTMI) 0.1 $305k 3.1k 97.42
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $304k 2.4k 124.31
MercadoLibre (MELI) 0.1 $303k 175.00 1729.02
Allstate Corporation (ALL) 0.1 $299k 1.4k 207.34
Synopsys (SNPS) 0.1 $297k 748.00 396.48
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $296k 2.5k 118.51
Church & Dwight (CHD) 0.1 $290k 3.1k 93.32
Check Point Software Tech Lt Ord (CHKP) 0.1 $289k 2.0k 142.85
Quanta Services (PWR) 0.1 $286k 521.00 549.02
Hexcel Corporation (HXL) 0.1 $283k 3.5k 80.93
Morgan Stanley Com New (MS) 0.1 $281k 1.7k 164.57
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $270k 605.00 446.54
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $268k 4.6k 57.96
Sherwin-Williams Company (SHW) 0.1 $263k 821.00 320.55
American Electric Power Company (AEP) 0.1 $262k 2.0k 131.08
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $252k 5.5k 45.89
Cummins (CMI) 0.1 $250k 465.00 538.02
Stryker Corporation (SYK) 0.1 $250k 760.00 328.59
Select Sector Spdr Tr State Street Com (XLC) 0.1 $245k 2.2k 110.86
Textron (TXT) 0.1 $243k 2.8k 87.56
Carpenter Technology Corporation (CRS) 0.1 $242k 614.00 394.15
Cps Technologies (CPSH) 0.1 $239k 64k 3.74
Rockwell Automation (ROK) 0.1 $237k 660.00 358.88
Altria (MO) 0.1 $236k 3.6k 65.99
Bwx Technologies (BWXT) 0.1 $234k 1.1k 204.49
Crown Castle Intl (CCI) 0.1 $230k 2.8k 81.31
Tesla Motors (TSLA) 0.1 $228k 614.00 371.75
Kimberly-Clark Corporation (KMB) 0.0 $222k 2.3k 96.47
AmerisourceBergen (COR) 0.0 $220k 700.00 314.14
SLB Com Stk (SLB) 0.0 $218k 4.2k 51.39
Coupang Cl A (CPNG) 0.0 $218k 12k 18.88
Corteva (CTVA) 0.0 $217k 2.6k 83.71
Wells Fargo & Company (WFC) 0.0 $215k 2.7k 79.61
Carrier Global Corporation (CARR) 0.0 $212k 3.8k 56.31
Vanguard World Inf Tech Etf (VGT) 0.0 $209k 300.00 697.72
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.0 $209k 8.6k 24.31
Deere & Company (DE) 0.0 $205k 364.00 563.30
Toast Cl A (TOST) 0.0 $204k 7.7k 26.51
Fs Kkr Capital Corp (FSK) 0.0 $152k 15k 10.18
Verastem Com New (VSTM) 0.0 $139k 26k 5.30
Redwire Corporation (RDW) 0.0 $85k 10k 8.50
Grayscale Solana Staking Etf SHS (GSOL) 0.0 $82k 14k 6.13
Nio Spon Ads (NIO) 0.0 $60k 10k 6.03
Coty Com Cl A (COTY) 0.0 $40k 20k 2.01
Editas Medicine (EDIT) 0.0 $31k 13k 2.47
American Bitcoin Corp. Com Cl A (ABTC) 0.0 $19k 20k 0.92
Metavia Com Usd0.001 (MTVA) 0.0 $12k 10k 1.20
Tscan Therapeutics (TCRX) 0.0 $10k 10k 1.01
Canopy Growth Corporation Com New (CGC) 0.0 $9.5k 10k 0.95