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

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About Aries Wealth Management

Investment Activity

Aries Wealth Management has $310.29 million in total holdings as of March 31, 2024.
Aries Wealth Management owns shares of 210 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 5.14% of the portfolio was purchased this quarter.
About 1.52% of the portfolio was sold this quarter.
This quarter, Aries Wealth Management has purchased 201 new stocks and bought additional shares in 55 stocks.
Aries Wealth Management sold shares of 66 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $16,045,555
Microsoft: $14,193,054
Vanguard Growth ETF: $10,729,058
Vanguard Small-Cap ETF: $10,439,020
Vanguard Mid-Cap ETF: $9,760,031

Largest New Holdings this Quarter

GRAYSCALE BITCOIN TR BTC: $986,336 Holding
iShares ESG MSCI USA Leaders ETF: $560,848 Holding
iShares Core U.S. Aggregate Bond ETF: $416,049 Holding
Crown Castle: $299,393 Holding
X-trackers MSCI EAFE ESG Leaders Equity ETF: $283,634 Holding

Largest Purchases this Quarter

Walmart: 39,583 shares (about $2.38M)
iShares MSCI EAFE ETF: 15,205 shares (about $1.21M)
GRAYSCALE BITCOIN TR BTC: 15,614 shares (about $986.34K)
Vanguard Value ETF: 5,666 shares (about $922.76K)
iShares MSCI Emerging Markets ETF: 18,237 shares (about $749.18K)

Largest Sales this Quarter

Microsoft: 1,639 shares (about $689.56K)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 10,307 shares (about $528.54K)
Apple: 1,365 shares (about $234.07K)
Invesco S&P 500 Equal Weight ETF: 1,175 shares (about $199.01K)
Exxon Mobil: 1,305 shares (about $151.69K)

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	$16,045,555	$234,070 ▼	-1.4%	93,571	5.2%	Computer and Technology
MSFT Microsoft	$14,193,054	$689,563 ▼	-4.6%	33,735	4.6%	Computer and Technology
VUG Vanguard Growth ETF	$10,729,058	$681,860 ▲	6.8%	31,171	3.5%	ETF
VB Vanguard Small-Cap ETF	$10,439,020	$263,336 ▲	2.6%	45,667	3.4%	ETF
VO Vanguard Mid-Cap ETF	$9,760,031	$276,345 ▲	2.9%	39,062	3.1%	ETF
SPY SPDR S&P 500 ETF Trust	$8,746,253	$617,746 ▲	7.6%	16,721	2.8%	Finance
EFA iShares MSCI EAFE ETF	$7,633,738	$1,214,271 ▲	18.9%	95,589	2.5%	Finance
SDY SPDR S&P Dividend ETF	$7,366,764	$133,602 ▲	1.8%	56,132	2.4%	ETF
AMZN Amazon.com	$7,339,302	$127,889 ▼	-1.7%	40,688	2.4%	Retail/Wholesale
CAT Caterpillar	$6,642,643		0.0%	18,128	2.1%	Industrial Products
HD Home Depot	$5,567,001	$57,538 ▼	-1.0%	14,513	1.8%	Retail/Wholesale
XOM Exxon Mobil	$5,506,986	$151,693 ▼	-2.7%	47,376	1.8%	Oils/Energy
JNJ Johnson & Johnson	$4,930,940	$78,462 ▲	1.6%	31,171	1.6%	Medical
META Meta Platforms	$4,455,197	$33,991 ▼	-0.8%	9,175	1.4%	Computer and Technology
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$4,358,144	$148,723 ▲	3.5%	57,201	1.4%	Manufacturing
GOOGL Alphabet	$4,156,612	$15,546 ▼	-0.4%	27,540	1.3%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$4,134,553	$200,343 ▲	5.1%	25,157	1.3%	ETF
MRK Merck & Co., Inc.	$4,007,981	$12,667 ▼	-0.3%	30,375	1.3%	Medical
V Visa	$3,780,976	$24,838 ▼	-0.7%	13,548	1.2%	Business Services
JPM JPMorgan Chase & Co.	$3,617,819	$27,041 ▼	-0.7%	18,062	1.2%	Finance
WMT Walmart	$3,601,475	$2,381,709 ▲	195.3%	59,855	1.2%	Retail/Wholesale
PG Procter & Gamble	$3,420,230	$25,311 ▲	0.7%	21,080	1.1%	Consumer Staples
EEM iShares MSCI Emerging Markets ETF	$3,327,316	$749,176 ▲	29.1%	80,996	1.1%	Finance
PXH Invesco FTSE RAFI Emerging Markets ETF	$3,312,559	$666,310 ▲	25.2%	170,224	1.1%	ETF
IWV iShares Russell 3000 ETF	$3,250,767	$15,004 ▼	-0.5%	10,833	1.0%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$3,187,658	$125,871 ▲	4.1%	38,139	1.0%	ETF
TMO Thermo Fisher Scientific	$2,871,759		0.0%	4,941	0.9%	Medical
PEP PepsiCo	$2,836,737	$32,377 ▲	1.2%	16,209	0.9%	Consumer Staples
GLD SPDR Gold Shares	$2,729,699	$103,683 ▲	3.9%	13,269	0.9%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,717,276	$528,543 ▼	-16.3%	52,989	0.9%	Manufacturing
COST Costco Wholesale	$2,664,575	$58,610 ▼	-2.2%	3,637	0.9%	Retail/Wholesale
VTV Vanguard Value ETF	$2,603,480	$922,765 ▲	54.9%	15,986	0.8%	ETF
LLY Eli Lilly and Company	$2,557,932	$112,804 ▼	-4.2%	3,288	0.8%	Medical
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$2,517,979	$86,170 ▲	3.5%	81,673	0.8%	ETF
ITW Illinois Tool Works	$2,388,942	$2,683 ▼	-0.1%	8,903	0.8%	Industrial Products
ABBV AbbVie	$2,376,041	$5,463 ▼	-0.2%	13,048	0.8%	Medical
IBM International Business Machines	$2,222,202		0.0%	11,637	0.7%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$2,107,558	$103,082 ▲	5.1%	19,137	0.7%	Manufacturing
VOO Vanguard S&P 500 ETF	$2,035,278	$55,280 ▲	2.8%	4,234	0.7%	ETF
BRK.B Berkshire Hathaway	$2,011,347	$33,642 ▲	1.7%	4,783	0.6%	Finance
VIG Vanguard Dividend Appreciation ETF	$1,982,779	$11,139 ▼	-0.6%	10,858	0.6%	ETF
UNH UnitedHealth Group	$1,965,938	$4,947 ▼	-0.3%	3,974	0.6%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$1,933,214	$5,798 ▲	0.3%	25,006	0.6%	ETF
CB Chubb	$1,877,915	$23,581 ▼	-1.2%	7,247	0.6%	Finance
WM Waste Management	$1,860,800	$57,124 ▲	3.2%	8,730	0.6%	Business Services
VEA Vanguard FTSE Developed Markets ETF	$1,751,936	$6,020 ▲	0.3%	34,920	0.6%	ETF
MCD McDonald's	$1,734,274	$13,534 ▼	-0.8%	6,151	0.6%	Retail/Wholesale
ABT Abbott Laboratories	$1,730,814	$114 ▲	0.0%	15,228	0.6%	Medical
TREX Trex	$1,715,700		0.0%	17,200	0.6%	Construction
CVX Chevron	$1,705,485	$35,334 ▼	-2.0%	10,812	0.5%	Oils/Energy
VWO Vanguard FTSE Emerging Markets ETF	$1,702,086	$24,644 ▲	1.5%	40,749	0.5%	ETF
IDXX IDEXX Laboratories	$1,580,915	$37,795 ▲	2.4%	2,928	0.5%	Medical
ACN Accenture	$1,549,347	$6,932 ▼	-0.4%	4,470	0.5%	Business Services
CI The Cigna Group	$1,454,213		0.0%	4,004	0.5%	Medical
GDX VanEck Gold Miners ETF	$1,427,390	$84,109 ▲	6.3%	45,142	0.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,404,853	$28,734 ▼	-2.0%	29,335	0.5%	Manufacturing
ADP Automatic Data Processing	$1,400,792		0.0%	5,609	0.5%	Business Services
JPST JPMorgan Ultra-Short Income ETF	$1,398,474		0.0%	27,720	0.5%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,392,058	$51,026 ▲	3.8%	23,735	0.4%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$1,391,729	$18,712 ▲	1.4%	19,635	0.4%	ETF
BSV Vanguard Short-Term Bond ETF	$1,385,504	$105,498 ▲	8.2%	18,071	0.4%	ETF
BMY Bristol-Myers Squibb	$1,298,700	$5,586 ▲	0.4%	23,948	0.4%	Medical
VTI Vanguard Total Stock Market ETF	$1,297,421	$146,324 ▲	12.7%	4,992	0.4%	ETF
CL Colgate-Palmolive	$1,283,663	$110,762 ▼	-7.9%	14,255	0.4%	Consumer Staples
GE General Electric	$1,233,625		0.0%	7,028	0.4%	Transportation
MMC Marsh & McLennan Companies	$1,224,757	$10,505 ▲	0.9%	5,946	0.4%	Finance
NKE NIKE	$1,201,816	$15,977 ▲	1.3%	12,788	0.4%	Consumer Discretionary
CSCO Cisco Systems	$1,171,138	$2,246 ▲	0.2%	23,465	0.4%	Computer and Technology
NVDA NVIDIA	$1,166,496	$1,807 ▲	0.2%	1,291	0.4%	Computer and Technology
TJX TJX Companies	$1,137,324	$30,933 ▼	-2.6%	11,214	0.4%	Retail/Wholesale
LOW Lowe's Companies	$1,137,115	$3,821 ▼	-0.3%	4,464	0.4%	Retail/Wholesale
TMUS T-Mobile US	$1,124,423	$10,609 ▼	-0.9%	6,889	0.4%	Computer and Technology
TXN Texas Instruments	$1,097,000	$12,195 ▲	1.1%	6,297	0.4%	Computer and Technology
RTX RTX	$1,091,653		0.0%	11,193	0.4%	Aerospace
UNP Union Pacific	$1,078,895	$17,707 ▼	-1.6%	4,387	0.3%	Transportation
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF	$1,066,035	$70,006 ▲	7.0%	21,471	0.3%	ETF
DIS Walt Disney	$1,058,536	$5,506 ▼	-0.5%	8,651	0.3%	Consumer Discretionary
SHV iShares Short Treasury Bond ETF	$1,026,032	$177,196 ▲	20.9%	9,282	0.3%	ETF
PFE Pfizer	$1,003,052	$4,856 ▼	-0.5%	36,146	0.3%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$992,237	$316,489 ▲	46.8%	12,133	0.3%	Manufacturing
GRAYSCALE BITCOIN TR BTC	$986,336	$986,336 ▲	New Holding	15,614	0.3%	SHS REP COM UT
CTA Simplify Managed Futures Strategy ETF	$983,155	$2,121 ▲	0.2%	39,405	0.3%	ETF
BLK BlackRock	$953,753	$76,700 ▼	-7.4%	1,144	0.3%	Finance
LINDE PLC	$950,463	$34,824 ▲	3.8%	2,047	0.3%	SHS
KKR KKR & Co. Inc.	$901,197	$10,058 ▼	-1.1%	8,960	0.3%	Finance
EMR Emerson Electric	$893,636		0.0%	7,879	0.3%	Industrial Products
XLV Health Care Select Sector SPDR Fund	$879,141		0.0%	5,951	0.3%	ETF
KO Coca-Cola	$860,558	$91,770 ▼	-9.6%	14,066	0.3%	Consumer Staples
NEE NextEra Energy	$847,638		0.0%	13,263	0.3%	Utilities
INDB Independent Bank	$826,598		0.0%	15,890	0.3%	Finance
AXP American Express	$822,872	$7,969 ▼	-1.0%	3,614	0.3%	Finance
FDX FedEx	$817,936	$43,461 ▼	-5.0%	2,823	0.3%	Transportation
VGK Vanguard FTSE Europe ETF	$808,080		0.0%	12,000	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$794,134		0.0%	3,813	0.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$773,782	$415,834 ▲	116.2%	9,611	0.2%	ETF
HON Honeywell International	$766,814	$6,363 ▼	-0.8%	3,736	0.2%	Multi-Sector Conglomerates
STZ Constellation Brands	$759,841	$9,512 ▼	-1.2%	2,796	0.2%	Consumer Staples
VGIT Vanguard Intermediate-Term Treasury Index ETF	$723,561	$334,379 ▲	85.9%	12,358	0.2%	ETF
PI Impinj	$722,948		0.0%	5,630	0.2%	Computer and Technology
AZN AstraZeneca	$709,343		0.0%	10,470	0.2%	Medical

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