Aries Wealth Management Top Holdings and 13F Report (2024)

About Aries Wealth Management

Investment Activity

Aries Wealth Management has $363.80 million in total holdings as of September 30, 2024.
Aries Wealth Management owns shares of 231 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 8.72% of the portfolio was purchased this quarter.
About 1.92% of the portfolio was sold this quarter.
This quarter, Aries Wealth Management has purchased 206 new stocks and bought additional shares in 61 stocks.
Aries Wealth Management sold shares of 82 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple: $21,518,016
Microsoft: $15,147,917
Vanguard Growth ETF: $13,780,399
Vanguard Small-Cap ETF: $11,216,000
Vanguard Mid-Cap ETF: $10,812,281

Largest New Holdings this Quarter

iShares Core MSCI EAFE ETF: $1,168,799 Holding
Vanguard Extended Market ETF: $795,114 Holding
Grayscale Ethereum Trust (ETH): $782,283 Holding
KLA: $652,053 Holding
Ameriprise Financial: $649,277 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Corporate Bond ETF: 18,751 shares (about $1.57M)
Vanguard Total Stock Market ETF: 5,304 shares (about $1.50M)
iShares Russell 3000 ETF: 4,461 shares (about $1.46M)
Vanguard Growth ETF: 3,693 shares (about $1.42M)
iShares Core U.S. Aggregate Bond ETF: 12,354 shares (about $1.25M)

Largest Sales this Quarter

NIKE: 9,251 shares (about $817.79K)
Johnson & Johnson: 2,114 shares (about $342.59K)
Cisco Systems: 5,636 shares (about $299.95K)
iShares Short Treasury Bond ETF: 2,689 shares (about $297.48K)
Walmart: 3,338 shares (about $269.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$21,518,016	$149,586 ▼	-0.7%	92,352	5.9%	Computer and Technology
MSFT Microsoft	$15,147,917	$613,610 ▲	4.2%	35,203	4.2%	Computer and Technology
VUG Vanguard Growth ETF	$13,780,399	$1,417,853 ▲	11.5%	35,893	3.8%	ETF
VB Vanguard Small-Cap ETF	$11,216,000	$22,535 ▼	-0.2%	47,283	3.1%	ETF
VO Vanguard Mid-Cap ETF	$10,812,281	$94,715 ▼	-0.9%	40,982	3.0%	ETF
SPY SPDR S&P 500 ETF Trust	$10,786,688	$1,026,457 ▲	10.5%	18,800	3.0%	Finance
EFA iShares MSCI EAFE ETF	$9,909,653	$1,054,072 ▲	11.9%	118,494	2.7%	Finance
SDY SPDR S&P Dividend ETF	$7,678,256	$255,672 ▼	-3.2%	54,057	2.1%	ETF
AMZN Amazon.com	$7,568,166	$68,197 ▼	-0.9%	40,617	2.1%	Retail/Wholesale
CAT Caterpillar	$7,037,031	$39,112 ▼	-0.6%	17,992	1.9%	Industrial Products
HD Home Depot	$6,139,799	$263,777 ▲	4.5%	15,153	1.7%	Retail/Wholesale
XOM Exxon Mobil	$5,374,420	$215,568 ▼	-3.9%	45,849	1.5%	Oils/Energy
META Meta Platforms	$5,256,717	$114,488 ▼	-2.1%	9,183	1.4%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$5,142,683	$128,917 ▲	2.6%	28,682	1.4%	ETF
IWV iShares Russell 3000 ETF	$4,997,009	$1,457,543 ▲	41.2%	15,294	1.4%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$4,949,913	$4,993 ▲	0.1%	59,487	1.4%	Manufacturing
GOOGL Alphabet	$4,756,744	$7,297 ▲	0.2%	28,681	1.3%	Computer and Technology
JNJ Johnson & Johnson	$4,717,729	$342,595 ▼	-6.8%	29,111	1.3%	Medical
WMT Walmart	$4,562,698	$269,544 ▼	-5.6%	56,504	1.3%	Retail/Wholesale
EEM iShares MSCI Emerging Markets ETF	$4,510,973	$577,882 ▲	14.7%	98,364	1.2%	Finance
PXH Invesco FTSE RAFI Emerging Markets ETF	$4,420,818	$43,900 ▼	-1.0%	201,404	1.2%	ETF
VTV Vanguard Value ETF	$4,224,245	$912,477 ▲	27.6%	24,198	1.2%	ETF
JPM JPMorgan Chase & Co.	$3,772,918	$63,258 ▼	-1.6%	17,893	1.0%	Finance
PG Procter & Gamble	$3,726,918	$44,512 ▲	1.2%	21,518	1.0%	Consumer Staples
USMV iShares MSCI USA Min Vol Factor ETF	$3,714,399	$25,202 ▲	0.7%	40,679	1.0%	ETF
LLY Eli Lilly and Company	$3,708,545	$795,574 ▲	27.3%	4,186	1.0%	Medical
V Visa	$3,550,429	$178,717 ▼	-4.8%	12,913	1.0%	Business Services
GLD SPDR Gold Shares	$3,417,424	$121,287 ▲	3.7%	14,060	0.9%	Finance
COST Costco Wholesale	$3,144,486	$75,354 ▼	-2.3%	3,547	0.9%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$3,026,414	$1,501,881 ▲	98.5%	10,688	0.8%	ETF
TMO Thermo Fisher Scientific	$2,987,075	$50,723 ▼	-1.7%	4,829	0.8%	Medical
MRK Merck & Co., Inc.	$2,961,645	$81,536 ▲	2.8%	26,080	0.8%	Medical
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,865,441	$75,040 ▲	2.7%	54,414	0.8%	Manufacturing
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$2,810,836	$257,289 ▲	10.1%	91,113	0.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,685,193	$1,570,397 ▲	140.9%	32,062	0.7%	ETF
ABBV AbbVie	$2,672,299	$92,421 ▲	3.6%	13,532	0.7%	Medical
UNH UnitedHealth Group	$2,573,177	$263,691 ▲	11.4%	4,401	0.7%	Medical
IBM International Business Machines	$2,572,708		0.0%	11,637	0.7%	Computer and Technology
PEP PepsiCo	$2,489,192	$268,169 ▼	-9.7%	14,638	0.7%	Consumer Staples
ITW Illinois Tool Works	$2,478,658	$145,449 ▲	6.2%	9,458	0.7%	Industrial Products
ACWI iShares MSCI ACWI ETF	$2,402,955	$41,245 ▲	1.7%	20,100	0.7%	Manufacturing
WM Waste Management	$2,381,380	$558,652 ▲	30.6%	11,471	0.7%	Business Services
VOO Vanguard S&P 500 ETF	$2,290,365	$10,552 ▼	-0.5%	4,341	0.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,209,557	$52,090 ▲	2.4%	11,156	0.6%	ETF
BRK.B Berkshire Hathaway	$2,200,043	$5,063 ▲	0.2%	4,780	0.6%	Finance
CB Chubb	$2,072,947	$8,652 ▼	-0.4%	7,188	0.6%	Finance
ADP Automatic Data Processing	$2,008,506	$456,328 ▲	29.4%	7,258	0.6%	Business Services
SHY iShares 1-3 Year Treasury Bond ETF	$1,954,274	$948,741 ▲	94.4%	23,503	0.5%	Manufacturing
VCSH Vanguard Short-Term Corporate Bond ETF	$1,953,097	$28,274 ▼	-1.4%	24,592	0.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,922,565	$14,355 ▼	-0.7%	40,179	0.5%	ETF
ABT Abbott Laboratories	$1,912,176	$136,698 ▲	7.7%	16,772	0.5%	Medical
GDX VanEck Gold Miners ETF	$1,893,122	$67,694 ▲	3.7%	47,542	0.5%	ETF
ACN Accenture	$1,885,462	$357,015 ▲	23.4%	5,334	0.5%	Computer and Technology
MCD McDonald's	$1,729,312	$152,559 ▼	-8.1%	5,679	0.5%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$1,701,539	$1,251,090 ▲	277.7%	16,802	0.5%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,685,695	$158,430 ▼	-8.6%	31,920	0.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,594,439	$98,620 ▲	6.6%	32,335	0.4%	Manufacturing
NVDA NVIDIA	$1,512,535	$55,255 ▼	-3.5%	12,455	0.4%	Computer and Technology
EFAV iShares MSCI EAFE Min Vol Factor ETF	$1,489,054	$36,893 ▼	-2.4%	19,414	0.4%	ETF
IDXX IDEXX Laboratories	$1,483,831	$34,355 ▼	-2.3%	2,937	0.4%	Medical
CL Colgate-Palmolive	$1,443,374	$8,097 ▼	-0.6%	13,904	0.4%	Consumer Staples
BSV Vanguard Short-Term Bond ETF	$1,412,171	$10,230 ▲	0.7%	17,946	0.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,412,094	$88,795 ▼	-5.9%	27,830	0.4%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,402,317	$75,600 ▼	-5.1%	22,259	0.4%	ETF
CVX Chevron	$1,400,832	$197,784 ▼	-12.4%	9,512	0.4%	Oils/Energy
BLK BlackRock	$1,397,679	$311,439 ▲	28.7%	1,472	0.4%	Finance
TJX TJX Companies	$1,390,968	$70,759 ▲	5.4%	11,834	0.4%	Retail/Wholesale
TMUS T-Mobile US	$1,367,960	$29,922 ▼	-2.1%	6,629	0.4%	Computer and Technology
CI The Cigna Group	$1,355,966	$31,872 ▲	2.4%	3,914	0.4%	Medical
NEE NextEra Energy	$1,338,786	$219,440 ▲	19.6%	15,838	0.4%	Utilities
GE General Electric	$1,325,340		0.0%	7,028	0.4%	Transportation
RTX RTX	$1,305,984	$7,027 ▼	-0.5%	10,779	0.4%	Aerospace
TXN Texas Instruments	$1,285,485	$17,352 ▼	-1.3%	6,223	0.4%	Computer and Technology
MMC Marsh & McLennan Companies	$1,250,866		0.0%	5,607	0.3%	Finance
KKR KKR & Co. Inc.	$1,233,198	$5,223 ▼	-0.4%	9,444	0.3%	Finance
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF	$1,223,804	$39,619 ▼	-3.1%	23,476	0.3%	ETF
LOW Lowe's Companies	$1,209,074	$4,875 ▼	-0.4%	4,464	0.3%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$1,168,799	$1,168,799 ▲	New Holding	14,975	0.3%	ETF
CTA Simplify Managed Futures Strategy ETF	$1,155,310	$96,200 ▲	9.1%	44,435	0.3%	ETF
TREX Trex	$1,145,176		0.0%	17,200	0.3%	Construction
PI Impinj	$1,110,748	$108,260 ▼	-8.9%	5,130	0.3%	Computer and Technology
UNP Union Pacific	$1,094,618	$7,887 ▼	-0.7%	4,441	0.3%	Transportation
RSP Invesco S&P 500 Equal Weight ETF	$1,014,941	$447,362 ▲	78.8%	5,665	0.3%	ETF
AXP American Express	$990,694	$9,763 ▼	-1.0%	3,653	0.3%	Finance
LINDE PLC	$976,132	$27,181 ▼	-2.7%	2,047	0.3%	SHS
INDB Independent Bank	$966,776	$13,482 ▲	1.4%	16,350	0.3%	Finance
PFE Pfizer	$961,358	$72,234 ▼	-7.0%	33,219	0.3%	Medical
AEM Agnico Eagle Mines	$935,785		0.0%	11,616	0.3%	Basic Materials
CSCO Cisco Systems	$935,288	$299,948 ▼	-24.3%	17,574	0.3%	Computer and Technology
BMY Bristol-Myers Squibb	$901,932	$154,703 ▼	-14.6%	17,432	0.2%	Medical
XLV Health Care Select Sector SPDR Fund	$896,550	$16,172 ▼	-1.8%	5,821	0.2%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$894,639	$27,491 ▲	3.2%	14,807	0.2%	ETF
ORCL Oracle	$893,407	$397,884 ▲	80.3%	5,243	0.2%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$886,785		0.0%	3,928	0.2%	ETF
KO Coca-Cola	$877,267	$132,151 ▼	-13.1%	12,208	0.2%	Consumer Staples
VGK Vanguard FTSE Europe ETF	$853,200		0.0%	12,000	0.2%	ETF
GOOG Alphabet	$848,824		0.0%	5,077	0.2%	Computer and Technology
EMR Emerson Electric	$818,306	$43,420 ▼	-5.0%	7,482	0.2%	Industrial Products
GRAYSCALE BITCOIN TR BTC	$808,808	$4,293 ▼	-0.5%	16,016	0.2%	SHS REP COM UT
MMM 3M	$799,422		0.0%	5,848	0.2%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Aries Wealth Management Top Holdings and 13F Report (2024)

About Aries Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Aries Wealth Management Top Holdings and 13F Report (2024)

About Aries Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAries Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools