Aries Wealth Management Top Holdings and 13F Report (2025)

About Aries Wealth Management

Investment Activity

Aries Wealth Management has $382.68 million in total holdings as of June 30, 2025.
Aries Wealth Management owns shares of 217 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 2.51% of the portfolio was purchased this quarter.
About 5.01% of the portfolio was sold this quarter.
This quarter, Aries Wealth Management has purchased 226 new stocks and bought additional shares in 39 stocks.
Aries Wealth Management sold shares of 84 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Apple: $18,141,542
Microsoft: $17,518,359
Vanguard Growth ETF: $16,649,555
iShares MSCI EAFE ETF: $12,902,463
SPDR S&P 500 ETF Trust: $11,951,690

Largest New Holdings this Quarter

773121108 - ROCKET LAB CORP: $883,805 Holding
22788C105 - CrowdStrike: $254,655 Holding
617446448 - Morgan Stanley: $240,589 Holding
24703L202 - Dell Technologies: $230,611 Holding
01609W102 - Alibaba Group: $228,521 Holding

Largest Purchases this Quarter

iShares MSCI EAFE ETF: 13,936 shares (about $1.25M)
Vanguard Total Stock Market ETF: 3,054 shares (about $928.20K)
ROCKET LAB CORP: 24,708 shares (about $883.81K)
iShares MSCI Emerging Markets ETF: 13,187 shares (about $636.14K)
Vanguard Small-Cap ETF: 2,283 shares (about $541.03K)

Largest Sales this Quarter

Exxon Mobil: 14,027 shares (about $1.51M)
iShares MSCI EAFE Min Vol Factor ETF: 12,964 shares (about $1.09M)
UnitedHealth Group: 3,320 shares (about $1.04M)
Berkshire Hathaway: 1,584 shares (about $769.46K)
Vanguard FTSE Developed Markets ETF: 11,930 shares (about $680.13K)

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	$18,141,542	$282,314 ▼	-1.5%	88,422	4.7%	Computer and Technology
MSFT Microsoft	$17,518,359	$174,592 ▼	-1.0%	35,219	4.6%	Computer and Technology
VUG Vanguard Growth ETF	$16,649,555	$220,515 ▲	1.3%	37,978	4.4%	ETF
EFA iShares MSCI EAFE ETF	$12,902,463	$1,245,739 ▲	10.7%	144,339	3.4%	Finance
SPY SPDR S&P 500 ETF Trust	$11,951,690	$396,042 ▼	-3.2%	19,344	3.1%	Finance
VB Vanguard Small-Cap ETF	$11,914,880	$541,025 ▲	4.8%	50,278	3.1%	ETF
VO Vanguard Mid-Cap ETF	$11,382,925	$233,098 ▼	-2.0%	40,678	3.0%	ETF
AMZN Amazon.com	$9,367,514	$190,869 ▲	2.1%	42,698	2.4%	Retail/Wholesale
META Meta Platforms	$7,253,949	$270,141 ▲	3.9%	9,828	1.9%	Computer and Technology
SDY SPDR S&P Dividend ETF	$6,980,458	$119,985 ▼	-1.7%	51,429	1.8%	ETF
CAT Caterpillar	$6,945,853	$38,821 ▼	-0.6%	17,892	1.8%	Industrials
EEM iShares MSCI Emerging Markets ETF	$6,654,515	$636,141 ▲	10.6%	137,946	1.7%	Finance
GOOGL Alphabet	$5,770,475	$59,918 ▲	1.0%	32,744	1.5%	Computer and Technology
VTV Vanguard Value ETF	$5,644,545	$140,862 ▼	-2.4%	31,937	1.5%	ETF
HD Home Depot	$5,484,023	$56,461 ▼	-1.0%	14,958	1.4%	Retail/Wholesale
IWV iShares Russell 3000 ETF	$5,368,194		0.0%	15,294	1.4%	ETF
WMT Walmart	$5,243,061	$179,329 ▼	-3.3%	53,621	1.4%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$4,997,758	$349,631 ▼	-6.5%	17,239	1.3%	Finance
XOM Exxon Mobil	$4,809,820	$1,512,110 ▼	-23.9%	44,618	1.3%	Energy
PXH Invesco RAFI Emerging Markets ETF	$4,793,406	$87,245 ▼	-1.8%	204,934	1.3%	ETF
V Visa	$4,651,865	$60,358 ▲	1.3%	13,102	1.2%	Business Services
QUAL iShares MSCI USA Quality Factor ETF	$4,443,440	$586,669 ▼	-11.7%	24,305	1.2%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$4,320,063	$591,121 ▼	-12.0%	51,589	1.1%	Manufacturing
VTI Vanguard Total Stock Market ETF	$4,266,873	$928,202 ▲	27.8%	14,039	1.1%	ETF
GLD SPDR Gold Shares	$4,230,126	$294,466 ▼	-6.5%	13,877	1.1%	Finance
JNJ Johnson & Johnson	$3,923,842	$562,120 ▼	-12.5%	25,688	1.0%	Medical
COST Costco Wholesale	$3,528,146	$121,763 ▼	-3.3%	3,564	0.9%	Retail/Wholesale
PG Procter & Gamble	$3,505,359	$46,521 ▼	-1.3%	22,002	0.9%	Consumer Staples
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$3,421,914	$105,747 ▲	3.2%	110,993	0.9%	ETF
IBM International Business Machines	$3,371,399	$221,085 ▼	-6.2%	11,437	0.9%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$3,264,435	$472,882 ▲	16.9%	39,397	0.9%	Manufacturing
LLY Eli Lilly and Company	$3,203,868	$27,284 ▲	0.9%	4,110	0.8%	Medical
USMV iShares MSCI USA Min Vol Factor ETF	$3,033,691	$640,475 ▼	-17.4%	32,318	0.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,911,404	$275,958 ▼	-8.7%	35,111	0.8%	ETF
WM Waste Management	$2,837,368	$49,425 ▲	1.8%	12,400	0.7%	Business Services
ACWI iShares MSCI ACWI ETF	$2,710,116	$2,572 ▲	0.1%	21,074	0.7%	Manufacturing
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,605,764	$29,546 ▼	-1.1%	49,389	0.7%	Manufacturing
GDX VanEck Gold Miners ETF	$2,484,511	$114,011 ▲	4.8%	47,724	0.6%	ETF
ABBV AbbVie	$2,444,059	$27,843 ▼	-1.1%	13,167	0.6%	Medical
ABT Abbott Laboratories	$2,370,518	$2,176 ▼	-0.1%	17,429	0.6%	Medical
ADP Automatic Data Processing	$2,340,139		0.0%	7,588	0.6%	Computer and Technology
CB Chubb	$2,155,227	$2,897 ▼	-0.1%	7,439	0.6%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,131,312	$90,867 ▲	4.5%	21,485	0.6%	Finance
VOO Vanguard S&P 500 ETF	$2,105,687	$268,110 ▼	-11.3%	3,707	0.6%	ETF
MRK Merck & Co., Inc.	$2,072,725	$177,556 ▼	-7.9%	26,184	0.5%	Medical
TMO Thermo Fisher Scientific	$2,061,764	$44,601 ▲	2.2%	5,085	0.5%	Medical
PEP PepsiCo	$2,020,476	$38,292 ▼	-1.9%	15,302	0.5%	Consumer Staples
QQQ Invesco QQQ	$1,936,808	$114,741 ▲	6.3%	3,511	0.5%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$1,936,260	$3,215 ▲	0.2%	39,148	0.5%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,848,137	$26,633 ▼	-1.4%	23,247	0.5%	ETF
ACN Accenture	$1,837,576	$27,498 ▲	1.5%	6,148	0.5%	Computer and Technology
NVDA NVIDIA	$1,814,515	$396,555 ▼	-17.9%	11,485	0.5%	Computer and Technology
GE GE Aerospace	$1,808,937		0.0%	7,028	0.5%	Aerospace
TJX TJX Companies	$1,772,205	$29,638 ▲	1.7%	14,351	0.5%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$1,767,310	$680,129 ▼	-27.8%	31,000	0.5%	ETF
IDXX IDEXX Laboratories	$1,701,270	$40,762 ▲	2.5%	3,172	0.4%	Medical
MCD McDonald's	$1,677,056	$120,958 ▼	-6.7%	5,740	0.4%	Retail/Wholesale
GRAYSCALE BITCOIN MINI TR ET	$1,655,397	$134,607 ▲	8.9%	34,668	0.4%	SHS NEW
BLACKROCK INC	$1,625,288	$188,865 ▲	13.1%	1,549	0.4%	COM
TMUS T-Mobile US	$1,623,980		0.0%	6,816	0.4%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$1,619,226	$40,544 ▼	-2.4%	31,950	0.4%	ETF
BRK.B Berkshire Hathaway	$1,615,185	$769,460 ▼	-32.3%	3,325	0.4%	Finance
RTX RTX	$1,570,737	$3,212 ▼	-0.2%	10,757	0.4%	Aerospace
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,525,443	$24,381 ▲	1.6%	30,345	0.4%	Manufacturing
ITW Illinois Tool Works	$1,507,978	$52,170 ▼	-3.3%	6,099	0.4%	Industrials
ORCL Oracle	$1,504,393	$38,260 ▲	2.6%	6,881	0.4%	Computer and Technology
CTA Simplify Managed Futures Strategy ETF	$1,483,562	$112,468 ▲	8.2%	55,481	0.4%	ETF
BSV Vanguard Short-Term Bond ETF	$1,413,767	$708 ▲	0.1%	17,964	0.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,399,124	$482,407 ▼	-25.6%	6,836	0.4%	ETF
AEM Agnico Eagle Mines	$1,395,168		0.0%	11,731	0.4%	Basic Materials
VEU Vanguard FTSE All-World ex-US ETF	$1,383,656	$91,083 ▼	-6.2%	20,584	0.4%	ETF
PXF Invesco RAFI Developed Markets ex-U.S. ETF	$1,354,882		0.0%	23,596	0.4%	ETF
CVX Chevron	$1,325,080	$61,285 ▼	-4.4%	9,254	0.3%	Energy
TXN Texas Instruments	$1,315,896	$1,246 ▼	-0.1%	6,338	0.3%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,305,544		0.0%	15,639	0.3%	ETF
CI Cigna Group	$1,265,130	$28,099 ▼	-2.2%	3,827	0.3%	Medical
CL Colgate-Palmolive	$1,260,965	$2,454 ▼	-0.2%	13,872	0.3%	Consumer Staples
KKR KKR & Co. Inc.	$1,251,014		0.0%	9,404	0.3%	Finance
FIDELITY WISE ORIGIN BITCOIN	$1,246,495	$63,913 ▲	5.4%	13,262	0.3%	SHS
GRAYSCALE BITCOIN TRUST ETF	$1,233,852	$29,690 ▼	-2.3%	14,545	0.3%	SHS REP COM UT
AVGO Broadcom	$1,229,399		0.0%	4,460	0.3%	Computer and Technology
LINDE PLC	$1,118,994	$1,877 ▼	-0.2%	2,385	0.3%	SHS
UNP Union Pacific	$1,103,924	$9,203 ▲	0.8%	4,798	0.3%	Transportation
RSP Invesco S&P 500 Equal Weight ETF	$1,091,894	$209,546 ▼	-16.1%	6,008	0.3%	ETF
MA Mastercard	$1,082,858		0.0%	1,927	0.3%	Business Services
CSCO Cisco Systems	$1,079,483	$51,341 ▼	-4.5%	15,559	0.3%	Computer and Technology
NEE NextEra Energy	$1,064,209	$99,340 ▼	-8.5%	15,330	0.3%	Utilities
GE VERNOVA INC	$1,047,717		0.0%	1,980	0.3%	COM
UBER Uber Technologies	$1,047,572	$131,553 ▲	14.4%	11,228	0.3%	Computer and Technology
GRAYSCALE ETHEREUM MINI TR E	$1,012,322	$55,742 ▲	5.8%	42,678	0.3%	SHS NEW
LOW Lowe's Companies	$994,865		0.0%	4,484	0.3%	Retail/Wholesale
VGK Vanguard FTSE Europe ETF	$968,750	$38,750 ▲	4.2%	12,500	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$961,008	$41,023 ▼	-4.1%	3,795	0.3%	ETF
INDB Independent Bank	$949,564		0.0%	15,100	0.2%	Finance
EMR Emerson Electric	$909,177	$64,532 ▼	-6.6%	6,819	0.2%	Industrials
DIS Walt Disney	$907,009	$28,522 ▼	-3.0%	7,314	0.2%	Consumer Discretionary
GOOG Alphabet	$897,061	$81,599 ▼	-8.3%	5,057	0.2%	Computer and Technology
MCK McKesson	$885,198		0.0%	1,208	0.2%	Medical
ROCKET LAB CORP	$883,805	$883,805 ▲	New Holding	24,708	0.2%	COM
MMM 3M	$875,076		0.0%	5,748	0.2%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Aries Wealth Management Top Holdings and 13F Report (2025)

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

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Aries Wealth Management Top Holdings and 13F Report (2025)

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