Aries Wealth Management Top Holdings and 13F Report (2025) About Aries Wealth ManagementInvestment ActivityAries Wealth Management has $363.21 million in total holdings as of December 31, 2024.Aries Wealth Management owns shares of 223 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 3.06% of the portfolio was purchased this quarter.About 2.71% of the portfolio was sold this quarter.This quarter, Aries Wealth Management has purchased 231 new stocks and bought additional shares in 44 stocks.Aries Wealth Management sold shares of 74 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $22,913,180Vanguard Growth ETF $15,221,578Microsoft $14,628,222Vanguard Small-Cap ETF $11,455,109SPDR S&P 500 ETF Trust $11,380,501 Largest New Holdings this Quarter BLACKROCK INC $1,401,325 HoldingGRAYSCALE ETHEREUM MINI TR E $674,894 HoldingGRAYSCALE BITCOIN MINI TR ET $605,985 HoldingLAM RESEARCH CORP $260,750 HoldingMorgan Stanley $214,730 Holding Largest Purchases this Quarter BLACKROCK INC 1,367 shares (about $1.40M)Vanguard Value ETF 7,443 shares (about $1.26M)Invesco QQQ 1,787 shares (about $913.57K)GRAYSCALE ETHEREUM MINI TR E 21,432 shares (about $674.89K)GRAYSCALE BITCOIN MINI TR ET 14,473 shares (about $605.99K) Largest Sales this Quarter Rocket Lab USA 19,436 shares (about $495.04K)American Express 1,580 shares (about $468.93K)Vanguard Dividend Appreciation ETF 2,052 shares (about $401.84K)Apple 853 shares (about $213.61K)SPDR S&P Dividend ETF 1,594 shares (about $210.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAries Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$22,913,180$213,608 ▼-0.9%91,4996.3%Computer and TechnologyVUGVanguard Growth ETF$15,221,578$489,655 ▲3.3%37,0864.2%ETFMSFTMicrosoft$14,628,222$209,908 ▼-1.4%34,7054.0%Computer and TechnologyVBVanguard Small-Cap ETF$11,455,109$93,949 ▲0.8%47,6743.2%ETFSPYSPDR S&P 500 ETF Trust$11,380,501$362,197 ▲3.3%19,4183.1%FinanceVOVanguard Mid-Cap ETF$10,936,303$111,727 ▲1.0%41,4053.0%ETFEFAiShares MSCI EAFE ETF$8,873,816$85,515 ▼-1.0%117,3632.4%FinanceAMZNAmazon.com$8,860,504$50,460 ▼-0.6%40,3872.4%Retail/WholesaleSDYSPDR S&P Dividend ETF$6,930,362$210,567 ▼-2.9%52,4631.9%ETFCATCaterpillar$6,526,7780.0%17,9921.8%Industrial ProductsHDHome Depot$5,774,757$119,416 ▼-2.0%14,8461.6%Retail/WholesaleGOOGLAlphabet$5,636,975$207,662 ▲3.8%29,7781.6%Computer and TechnologyVTVVanguard Value ETF$5,356,821$1,260,100 ▲30.8%31,6411.5%ETFMETAMeta Platforms$5,333,996$42,742 ▼-0.8%9,1101.5%Computer and TechnologyIWViShares Russell 3000 ETF$5,112,0200.0%15,2941.4%ETFQUALiShares MSCI USA Quality Factor ETF$5,067,801$39,890 ▼-0.8%28,4581.4%ETFWMTWalmart$5,038,548$66,588 ▼-1.3%55,7671.4%Retail/WholesaleXOMExxon Mobil$4,886,152$45,825 ▼-0.9%45,4231.3%Oils/EnergyDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,793,969$20,313 ▼-0.4%59,2361.3%ManufacturingEEMiShares MSCI Emerging Markets ETF$4,572,264$458,682 ▲11.2%109,3321.3%FinancePXHInvesco FTSE RAFI Emerging Markets ETF$4,318,085$193,331 ▲4.7%210,8441.2%ETFJPMJPMorgan Chase & Co.$4,289,1310.0%17,8931.2%FinanceJNJJohnson & Johnson$4,104,460$105,573 ▼-2.5%28,3811.1%MedicalVVisa$3,962,510$118,515 ▼-2.9%12,5381.1%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$3,607,005$4,883 ▼-0.1%40,6241.0%ETFPGProcter & Gamble$3,557,198$50,295 ▼-1.4%21,2181.0%Consumer StaplesGLDSPDR Gold Shares$3,514,033$109,685 ▲3.2%14,5131.0%FinanceVTIVanguard Total Stock Market ETF$3,302,965$205,475 ▲6.6%11,3970.9%ETFCOSTCostco Wholesale$3,250,0100.0%3,5470.9%Retail/WholesaleFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$3,200,775$400,873 ▲14.3%104,1580.9%ETFLLYEli Lilly and Company$3,150,532$81,060 ▼-2.5%4,0810.9%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$2,895,821$322,204 ▲12.5%36,0760.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,702,566$110,638 ▼-3.9%52,2740.7%ManufacturingMRKMerck & Co., Inc.$2,669,446$75,008 ▲2.9%26,8340.7%MedicalIBMInternational Business Machines$2,558,1620.0%11,6370.7%Computer and TechnologyTMOThermo Fisher Scientific$2,452,364$59,826 ▼-2.4%4,7140.7%MedicalACWIiShares MSCI ACWI ETF$2,431,310$69,560 ▲2.9%20,6920.7%ManufacturingWMWaste Management$2,380,517$65,784 ▲2.8%11,7970.7%Business ServicesITWIllinois Tool Works$2,372,814$25,356 ▼-1.1%9,3580.7%Industrial ProductsABBVAbbVie$2,366,431$38,206 ▼-1.6%13,3170.7%MedicalVOOVanguard S&P 500 ETF$2,343,572$4,849 ▲0.2%4,3500.6%ETFPEPPepsiCo$2,234,978$9,124 ▲0.4%14,6980.6%Consumer StaplesUNHUnitedHealth Group$2,195,938$30,352 ▼-1.4%4,3410.6%MedicalBRK.BBerkshire Hathaway$2,156,253$10,425 ▼-0.5%4,7570.6%FinanceSHYiShares 1-3 Year Treasury Bond ETF$2,139,268$212,492 ▲11.0%26,0950.6%ManufacturingADPAutomatic Data Processing$2,124,6340.0%7,2580.6%Business ServicesCBChubb$1,986,0440.0%7,1880.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,940,035$311,921 ▲19.2%20,0210.5%FinanceABTAbbott Laboratories$1,897,0810.0%16,7720.5%MedicalACNAccenture$1,869,412$7,036 ▼-0.4%5,3140.5%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,836,823$81,598 ▼-4.3%23,5460.5%ETFVIGVanguard Dividend Appreciation ETF$1,782,836$401,843 ▼-18.4%9,1040.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,740,593$28,890 ▼-1.6%39,5230.5%ETFMCDMcDonald's$1,655,272$8,987 ▲0.5%5,7100.5%Retail/WholesaleGDXVanEck Gold Miners ETF$1,598,416$13,734 ▼-0.9%47,1370.4%ETFJPSTJPMorgan Ultra-Short Income ETF$1,536,789$134,992 ▲9.6%30,5100.4%ETFVEAVanguard FTSE Developed Markets ETF$1,534,544$8,129 ▲0.5%32,0900.4%ETFQQQInvesco QQQ$1,505,061$913,568 ▲154.5%2,9440.4%FinanceNVDANVIDIA$1,491,962$180,620 ▼-10.8%11,1100.4%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,447,855$117,806 ▼-7.5%29,9020.4%ManufacturingTJXTJX Companies$1,429,6660.0%11,8340.4%Retail/WholesaleCTASimplify Managed Futures Strategy ETF$1,428,944$189,652 ▲15.3%51,2350.4%ETFBLACKROCK INC$1,401,325$1,401,325 ▲New Holding1,3670.4%COMTMUST-Mobile US$1,393,027$70,192 ▼-4.8%6,3110.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,391,324$4,636 ▲0.3%18,0060.4%ETFKKRKKR & Co. Inc.$1,390,946$5,916 ▼-0.4%9,4040.4%FinanceCVXChevron$1,377,7180.0%9,5120.4%Oils/EnergyEFAViShares MSCI EAFE Min Vol Factor ETF$1,283,387$89,377 ▼-6.5%18,1500.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,266,407$11,482 ▼-0.9%22,0590.3%ETFCLColgate-Palmolive$1,263,558$455 ▼0.0%13,8990.3%Consumer StaplesRTXRTX$1,247,3460.0%10,7790.3%AerospaceRSPInvesco S&P 500 Equal Weight ETF$1,213,643$220,965 ▲22.3%6,9260.3%ETFIDXXIDEXX Laboratories$1,210,552$3,721 ▼-0.3%2,9280.3%MedicalMMCMarsh & McLennan Companies$1,189,284$1,699 ▼-0.1%5,5990.3%FinanceTREXTrex$1,187,3160.0%17,2000.3%ConstructionGEGeneral Electric$1,172,2000.0%7,0280.3%TransportationTXNTexas Instruments$1,165,000$1,875 ▼-0.2%6,2130.3%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$1,133,690$51,814 ▼-4.4%15,3160.3%SHS REP COM UTPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$1,124,2660.0%23,4760.3%ETFNEENextEra Energy$1,122,880$12,546 ▼-1.1%15,6630.3%UtilitiesCIThe Cigna Group$1,080,8120.0%3,9140.3%MedicalLOWLowe's Companies$1,079,503$22,212 ▼-2.0%4,3740.3%Retail/WholesaleUNPUnion Pacific$1,058,334$45,608 ▲4.5%4,6410.3%TransportationIEFAiShares Core MSCI EAFE ETF$1,052,4430.0%14,9750.3%ETFINDBIndependent Bank$1,049,5070.0%16,3500.3%FinanceAVGOBroadcom$1,043,2800.0%4,5000.3%Computer and TechnologyCSCOCisco Systems$1,040,3810.0%17,5740.3%Computer and TechnologyETHEGrayscale Ethereum Trust (ETH)$1,012,839$11,488 ▲1.1%36,1470.3%MiscellaneousGOOGAlphabet$966,8640.0%5,0770.3%Computer and TechnologyAEMAgnico Eagle Mines$931,950$23,463 ▲2.6%11,9160.3%Basic MaterialsEMREmerson Electric$905,061$22,183 ▼-2.4%7,3030.2%Industrial ProductsBMYBristol-Myers Squibb$904,790$81,164 ▼-8.2%15,9970.2%MedicalXLKTechnology Select Sector SPDR Fund$902,178$11,161 ▼-1.2%3,8800.2%ETFPFEPfizer$881,3000.0%33,2190.2%MedicalORCLOracle$873,6940.0%5,2430.2%Computer and TechnologyDISWalt Disney$872,650$6,347 ▼-0.7%7,8370.2%Consumer DiscretionaryTRVTravelers Companies$870,611$230,300 ▲36.0%3,6140.2%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$859,908$1,102 ▲0.1%14,8260.2%ETFLINDE PLC$844,457$12,560 ▼-1.5%2,0170.2%SHSFIDELITY WISE ORIGIN BITCOIN$843,619$177,844 ▲26.7%10,3410.2%SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
