Aries Wealth Management

Aries Wealth Management as of June 30, 2026

Portfolio Holdings for Aries Wealth Management

Aries Wealth Management holds 242 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.9 $25M 86k 289.36
Vanguard Index Fds Growth Etf (VUG) 4.4 $23M 261k 86.14
Ishares Tr Msci Eafe Etf (EFA) 4.3 $22M 209k 103.88
Vanguard Index Fds Small Cp Etf (VB) 4.0 $20M 67k 303.12
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.9 $20M 27k 746.77
Caterpillar (CAT) 3.7 $19M 18k 1064.90
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $16M 195k 80.57
Ishares Tr 0-3 Mth Treasury (SGOV) 2.8 $14M 142k 100.67
Ishares Tr Msci Emg Mkt Etf (EEM) 2.7 $14M 203k 68.41
Microsoft Corporation (MSFT) 2.6 $13M 36k 373.02
Alphabet Cap Stk Cl A (GOOGL) 2.3 $12M 33k 357.37
Amazon (AMZN) 2.0 $10M 43k 238.34
Vanguard Index Fds Value Etf (VTV) 2.0 $10M 47k 217.93
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $7.4M 20k 370.04
Spdr Series Trust St Str Sp Div (SDY) 1.4 $7.4M 49k 152.18
Ishares Tr Russell 3000 Etf (IWV) 1.3 $6.5M 15k 426.40
Johnson & Johnson (JNJ) 1.3 $6.5M 25k 253.97
Meta Platforms Cl A (META) 1.2 $6.2M 11k 563.29
Wal-Mart Stores (WMT) 1.2 $6.2M 54k 113.26
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 1.2 $6.0M 216k 27.88
JPMorgan Chase & Co. (JPM) 1.1 $5.7M 17k 327.33
Exxon Mobil Corporation (XOM) 1.1 $5.7M 41k 136.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $5.5M 67k 82.11
Home Depot (HD) 1.0 $5.2M 15k 352.67
Spdr Gold Tr Gold Shs (GLD) 1.0 $5.2M 14k 368.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $5.2M 24k 219.43
Eli Lilly & Co. (LLY) 1.0 $5.0M 4.1k 1199.43
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $4.6M 48k 95.62
Visa Com Cl A (V) 0.9 $4.5M 13k 343.09
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $4.4M 53k 82.65
Spdr Series Trust St Str Rate Etf (FLRN) 0.7 $3.8M 124k 30.85
Costco Wholesale Corporation (COST) 0.7 $3.8M 4.0k 935.47
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $3.5M 22k 156.97
Merck & Co (MRK) 0.6 $3.3M 26k 128.50
International Business Machines (IBM) 0.6 $3.2M 12k 281.21
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $3.1M 31k 98.98
Abbvie (ABBV) 0.6 $3.0M 12k 251.64
Procter & Gamble Company (PG) 0.6 $2.9M 20k 146.64
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $2.9M 39k 75.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.8M 3.8k 736.40
Ishares Tr Msci Usa Min Etf (USMV) 0.5 $2.8M 29k 96.46
Waste Management (WM) 0.5 $2.8M 12k 222.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.7M 4.0k 686.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $2.6M 49k 52.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.6M 43k 59.69
Chubb (CB) 0.5 $2.5M 7.4k 340.74
Kla Corp Com New (KLAC) 0.5 $2.5M 8.2k 301.71
Thermo Fisher Scientific (TMO) 0.5 $2.4M 4.7k 501.36
Ge Aerospace Com New (GE) 0.4 $2.2M 6.0k 373.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.2M 31k 71.25
TJX Companies (TJX) 0.4 $2.2M 15k 151.50
Ge Vernova (GEV) 0.4 $2.2M 1.8k 1174.86
Raytheon Technologies Corp (RTX) 0.4 $2.0M 11k 189.73
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $2.0M 39k 50.57
Texas Instruments Incorporated (TXN) 0.4 $1.9M 6.5k 298.07
Pepsi (PEP) 0.4 $1.9M 14k 135.40
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.9M 37k 50.23
Cisco Systems (CSCO) 0.4 $1.8M 16k 117.46
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.7M 4.9k 353.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.7M 22k 79.03
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.3 $1.7M 22k 75.64
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.3 $1.7M 65k 25.95
IDEXX Laboratories (IDXX) 0.3 $1.7M 3.2k 526.44
Abbott Laboratories (ABT) 0.3 $1.7M 18k 90.74
NVIDIA Corporation (NVDA) 0.3 $1.7M 8.3k 200.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.6M 21k 77.91
Illinois Tool Works (ITW) 0.3 $1.6M 6.1k 270.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.6M 20k 83.75
Chevron Corporation (CVX) 0.3 $1.6M 9.6k 165.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.6M 3.2k 500.39
Automatic Data Processing (ADP) 0.3 $1.6M 7.1k 223.95
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.6M 6.7k 236.62
McDonald's Corporation (MCD) 0.3 $1.6M 5.8k 270.31
Intel Corporation (INTC) 0.3 $1.6M 11k 139.63
Broadcom (AVGO) 0.3 $1.5M 4.1k 377.75
Blackrock (BLK) 0.3 $1.5M 1.6k 961.56
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.5M 16k 96.58
Grayscale Ethereum Staking Shs New (ETH) 0.3 $1.5M 100k 15.03
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.3 $1.5M 28k 53.11
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.3 $1.4M 7.5k 190.52
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $1.4M 27k 51.00
Union Pacific Corporation (UNP) 0.3 $1.4M 5.0k 272.00
Rocket Lab Corp (RKLB) 0.3 $1.3M 13k 101.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.3M 6.0k 212.77
Colgate-Palmolive Company (CL) 0.2 $1.3M 14k 91.68
Independent Bank (INDB) 0.2 $1.2M 15k 83.72
Nextera Energy (NEE) 0.2 $1.2M 14k 87.77
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.2 $1.2M 46k 26.39
Linde SHS (LIN) 0.2 $1.2M 2.3k 518.94
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $1.2M 15k 76.11
Uber Technologies (UBER) 0.2 $1.2M 16k 72.16
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $1.1M 13k 88.54
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.1M 4.5k 246.21
Lam Research Corp Com New (LRCX) 0.2 $1.1M 2.5k 433.33
Ishares Tr National Mun Etf (MUB) 0.2 $1.1M 10k 107.62
Simplify Exchange Traded Fun Managed Futures (CTA) 0.2 $1.0M 40k 25.94
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.0M 1.4k 748.89
Mastercard Incorporated Cl A (MA) 0.2 $996k 1.9k 513.60
Lowe's Companies (LOW) 0.2 $989k 4.5k 220.49
Coca-Cola Company (KO) 0.2 $988k 12k 81.27
Axsome Therapeutics (AXSM) 0.2 $979k 4.0k 244.77
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $975k 19k 51.05
Kodiak Sciences (KOD) 0.2 $974k 25k 38.96
Servicenow (NOW) 0.2 $970k 9.8k 99.28
Monster Beverage Corp (MNST) 0.2 $932k 9.7k 96.12
McKesson Corporation (MCK) 0.2 $913k 1.2k 755.60
Emerson Electric (EMR) 0.2 $886k 6.2k 143.15
3M Company (MMM) 0.2 $885k 5.5k 161.91
Travelers Companies (TRV) 0.2 $878k 2.7k 330.12
Eaton Corp SHS (ETN) 0.2 $867k 2.0k 426.12
Netflix (NFLX) 0.2 $862k 12k 71.40
Agnico (AEM) 0.2 $859k 5.5k 155.13
Astrazeneca Ord (AZN) 0.2 $839k 4.5k 187.12
Williams-Sonoma (WSM) 0.2 $835k 3.6k 233.10
Kkr & Co (KKR) 0.2 $814k 8.9k 91.78
Dell Technologies CL C (DELL) 0.2 $812k 1.9k 431.46
State Street Corporation (STT) 0.2 $811k 4.8k 169.60
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $803k 6.1k 132.76
American Express Company (AXP) 0.1 $710k 2.1k 338.25
Pfizer (PFE) 0.1 $704k 29k 24.08
Walt Disney Company (DIS) 0.1 $704k 7.3k 96.25
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $697k 4.4k 158.66
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $657k 6.0k 110.35
Goldman Sachs (GS) 0.1 $651k 644.00 1011.37
Ishares Core Msci Emkt (IEMG) 0.1 $636k 7.7k 82.84
Hubbell (HUBB) 0.1 $631k 1.2k 523.20
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $625k 14k 45.52
Bristol Myers Squibb (BMY) 0.1 $622k 11k 57.62
Marsh & McLennan Companies (MRSH) 0.1 $619k 3.7k 166.67
Nxp Semiconductors N V (NXPI) 0.1 $613k 2.2k 281.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $599k 4.8k 124.17
Shell Spon Ads (SHEL) 0.1 $595k 7.7k 77.54
Mondelez Intl Cl A (MDLZ) 0.1 $586k 10k 57.84
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $584k 11k 53.61
Totalenergies Se Act (TTE) 0.1 $579k 7.4k 77.76
Impinj (PI) 0.1 $573k 4.0k 143.23
Spdr Series Trust Sp Kensho Newec (KOMP) 0.1 $573k 8.0k 71.50
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $572k 5.0k 114.88
United Rentals (URI) 0.1 $566k 500.00 1132.89
Accenture Plc Ireland Shs Class A (ACN) 0.1 $566k 4.5k 124.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $564k 7.7k 73.41
Oracle Corporation (ORCL) 0.1 $551k 3.8k 146.55
Metropcs Communications (TMUS) 0.1 $548k 3.3k 167.73
Ishares Gold Tr Ishares New (IAU) 0.1 $547k 7.2k 75.51
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $545k 7.1k 77.11
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $532k 1.7k 316.90
salesforce (CRM) 0.1 $532k 3.4k 156.66
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $525k 6.0k 87.71
Ishares Msci Emerg Mrkt (EEMV) 0.1 $515k 6.8k 75.28
Nucor Corporation (NUE) 0.1 $513k 2.3k 222.75
Unum (UNM) 0.1 $513k 5.7k 89.40
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $508k 8.5k 59.73
Phillips 66 (PSX) 0.1 $503k 3.0k 169.05
Ptc (PTC) 0.1 $500k 4.4k 113.61
Ameriprise Financial (AMP) 0.1 $496k 1.1k 458.76
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $481k 7.5k 63.85
Palo Alto Networks (PANW) 0.1 $477k 1.4k 341.02
Cigna Corp (CI) 0.1 $476k 1.7k 275.68
FedEx Corporation (FDX) 0.1 $470k 1.5k 313.13
Intuitive Surgical Com New (ISRG) 0.1 $461k 1.2k 397.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $459k 7.9k 58.20
Hartford Financial Services (HIG) 0.1 $458k 3.5k 132.52
O'reilly Automotive (ORLY) 0.1 $457k 5.0k 92.09
Parker-Hannifin Corporation (PH) 0.1 $454k 464.00 978.12
Ecolab (ECL) 0.1 $432k 1.5k 278.61
Danaher Corporation (DHR) 0.1 $430k 2.3k 190.48
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $424k 7.2k 59.15
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $415k 3.7k 111.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $410k 7.0k 58.98
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $409k 2.5k 163.58
Spdr Series Trust St Str Nyse Tech (XNTK) 0.1 $391k 1.0k 390.65
AFLAC Incorporated (AFL) 0.1 $386k 3.3k 117.25
Crowdstrike Hldgs Cl A (CRWD) 0.1 $382k 500.00 763.14
Lockheed Martin Corporation (LMT) 0.1 $381k 748.00 509.46
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $380k 3.2k 117.45
ConocoPhillips (COP) 0.1 $379k 3.6k 103.96
Carpenter Technology Corporation (CRS) 0.1 $379k 614.00 616.84
Quanta Services (PWR) 0.1 $375k 521.00 720.04
Spdr Series Trust St Str Sp Biot (XBI) 0.1 $374k 2.4k 158.25
Grayscale Ethereum Staking E SHS (ETHE) 0.1 $371k 29k 12.76
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.1 $365k 5.6k 64.82
Synopsys (SNPS) 0.1 $364k 817.00 446.07
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $363k 2.4k 148.31
Williams Companies (WMB) 0.1 $360k 4.8k 74.34
Morgan Stanley Com New (MS) 0.1 $357k 1.7k 209.04
Dbx Etf Tr Xtrackers Msci (EASG) 0.1 $352k 9.2k 38.35
Republic Services (RSG) 0.1 $352k 1.7k 213.08
Hexcel Corporation (HXL) 0.1 $350k 3.5k 100.06
Constellation Energy (CEG) 0.1 $348k 1.4k 248.37
Allstate Corporation (ALL) 0.1 $343k 1.4k 237.94
Honeywell International (HON) 0.1 $343k 1.5k 223.90
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $341k 2.9k 117.28
Honeywell Aerospace (HONA) 0.1 $339k 1.5k 221.08
Cummins (CMI) 0.1 $332k 465.00 713.21
Rockwell Automation (ROK) 0.1 $327k 660.00 495.08
Amgen (AMGN) 0.1 $325k 896.00 362.12
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $314k 3.3k 95.98
Xylem (XYL) 0.1 $313k 2.7k 118.21
Church & Dwight (CHD) 0.1 $301k 3.1k 96.88
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $301k 605.00 496.73
Cps Technologies (CPSH) 0.1 $298k 54k 5.52
MercadoLibre (MELI) 0.1 $297k 175.00 1697.39
Vanguard World Inf Tech Etf (VGT) 0.1 $287k 2.4k 119.52
Sherwin-Williams Company (SHW) 0.1 $283k 821.00 344.32
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $279k 4.6k 60.32
Qualcomm (QCOM) 0.1 $279k 1.5k 184.79
Bwx Technologies (BWXT) 0.1 $277k 1.4k 194.65
Carrier Global Corporation (CARR) 0.1 $276k 3.8k 73.35
American Electric Power Company (AEP) 0.1 $274k 2.0k 136.81
Check Point Software Tech Lt Ord (CHKP) 0.1 $266k 2.0k 131.43
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.1 $260k 2.4k 107.13
Tesla Motors (TSLA) 0.1 $258k 614.00 420.60
Altria (MO) 0.1 $257k 3.6k 71.95
Textron (TXT) 0.0 $254k 2.8k 91.73
Kimberly-Clark Corporation (KMB) 0.0 $252k 2.3k 109.77
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $249k 5.5k 45.34
Mohawk Industries (MHK) 0.0 $243k 2.0k 121.33
Stryker Corporation (SYK) 0.0 $239k 760.00 314.84
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.0 $238k 8.6k 27.74
Deere & Company (DE) 0.0 $231k 364.00 634.33
CVS Caremark Corporation (CVS) 0.0 $225k 2.2k 103.45
Wells Fargo & Company (WFC) 0.0 $223k 2.7k 82.64
Delta Air Lines Com New (DAL) 0.0 $220k 2.3k 93.66
Corteva (CTVA) 0.0 $219k 2.6k 84.69
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $217k 2.0k 110.32
Toast Cl A (TOST) 0.0 $215k 7.7k 27.82
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $214k 1.2k 185.23
TTM Technologies (TTMI) 0.0 $211k 1.1k 187.02
Snowflake Com Shs (SNOW) 0.0 $210k 825.00 254.50
Wisdomtree Tr Arti Int Inn Fd (WTAI) 0.0 $207k 4.4k 47.47
Coupang Cl A (CPNG) 0.0 $200k 12k 17.37
Fs Kkr Capital Corp (FSK) 0.0 $156k 15k 10.50
Verastem Com New (VSTM) 0.0 $118k 31k 3.82
Abeona Therapeutics Com New (ABEO) 0.0 $77k 13k 6.18
Grayscale Solana Staking Etf SHS (GSOL) 0.0 $74k 14k 5.53
Nio Spon Ads (NIO) 0.0 $51k 10k 5.06
Coty Com Cl A (COTY) 0.0 $43k 20k 2.16
Editas Medicine (EDIT) 0.0 $41k 13k 3.24
Metavia Com Usd0.001 (MTVA) 0.0 $14k 10k 1.43
American Bitcoin Corp. Com Cl A (ABTC) 0.0 $14k 20k 0.68
Tscan Therapeutics (TCRX) 0.0 $9.8k 10k 0.98
Canopy Growth Corporation Com New (CGC) 0.0 $9.7k 10k 0.97