Aries Wealth Management Top Holdings and 13F Report (2025) About Aries Wealth ManagementInvestment ActivityAries 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 $18,141,542Microsoft $17,518,359Vanguard Growth ETF $16,649,555iShares MSCI EAFE ETF $12,902,463SPDR S&P 500 ETF Trust $11,951,690 Largest New Holdings this Quarter 773121108 - ROCKET LAB CORP $883,805 Holding22788C105 - CrowdStrike $254,655 Holding617446448 - Morgan Stanley $240,589 Holding24703L202 - Dell Technologies $230,611 Holding01609W102 - 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 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$18,141,542$282,314 ▼-1.5%88,4224.7%Computer and TechnologyMSFTMicrosoft$17,518,359$174,592 ▼-1.0%35,2194.6%Computer and TechnologyVUGVanguard Growth ETF$16,649,555$220,515 ▲1.3%37,9784.4%ETFEFAiShares MSCI EAFE ETF$12,902,463$1,245,739 ▲10.7%144,3393.4%FinanceSPYSPDR S&P 500 ETF Trust$11,951,690$396,042 ▼-3.2%19,3443.1%FinanceVBVanguard Small-Cap ETF$11,914,880$541,025 ▲4.8%50,2783.1%ETFVOVanguard Mid-Cap ETF$11,382,925$233,098 ▼-2.0%40,6783.0%ETFAMZNAmazon.com$9,367,514$190,869 ▲2.1%42,6982.4%Retail/WholesaleMETAMeta Platforms$7,253,949$270,141 ▲3.9%9,8281.9%Computer and TechnologySDYSPDR S&P Dividend ETF$6,980,458$119,985 ▼-1.7%51,4291.8%ETFCATCaterpillar$6,945,853$38,821 ▼-0.6%17,8921.8%IndustrialsEEMiShares MSCI Emerging Markets ETF$6,654,515$636,141 ▲10.6%137,9461.7%FinanceGOOGLAlphabet$5,770,475$59,918 ▲1.0%32,7441.5%Computer and TechnologyVTVVanguard Value ETF$5,644,545$140,862 ▼-2.4%31,9371.5%ETFHDHome Depot$5,484,023$56,461 ▼-1.0%14,9581.4%Retail/WholesaleIWViShares Russell 3000 ETF$5,368,1940.0%15,2941.4%ETFWMTWalmart$5,243,061$179,329 ▼-3.3%53,6211.4%Retail/WholesaleJPMJPMorgan Chase & Co.$4,997,758$349,631 ▼-6.5%17,2391.3%FinanceXOMExxon Mobil$4,809,820$1,512,110 ▼-23.9%44,6181.3%EnergyPXHInvesco RAFI Emerging Markets ETF$4,793,406$87,245 ▼-1.8%204,9341.3%ETFVVisa$4,651,865$60,358 ▲1.3%13,1021.2%Business ServicesQUALiShares MSCI USA Quality Factor ETF$4,443,440$586,669 ▼-11.7%24,3051.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,320,063$591,121 ▼-12.0%51,5891.1%ManufacturingVTIVanguard Total Stock Market ETF$4,266,873$928,202 ▲27.8%14,0391.1%ETFGLDSPDR Gold Shares$4,230,126$294,466 ▼-6.5%13,8771.1%FinanceJNJJohnson & Johnson$3,923,842$562,120 ▼-12.5%25,6881.0%MedicalCOSTCostco Wholesale$3,528,146$121,763 ▼-3.3%3,5640.9%Retail/WholesalePGProcter & Gamble$3,505,359$46,521 ▼-1.3%22,0020.9%Consumer StaplesFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,421,914$105,747 ▲3.2%110,9930.9%ETFIBMInternational Business Machines$3,371,399$221,085 ▼-6.2%11,4370.9%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$3,264,435$472,882 ▲16.9%39,3970.9%ManufacturingLLYEli Lilly and Company$3,203,868$27,284 ▲0.9%4,1100.8%MedicalUSMViShares MSCI USA Min Vol Factor ETF$3,033,691$640,475 ▼-17.4%32,3180.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,911,404$275,958 ▼-8.7%35,1110.8%ETFWMWaste Management$2,837,368$49,425 ▲1.8%12,4000.7%Business ServicesACWIiShares MSCI ACWI ETF$2,710,116$2,572 ▲0.1%21,0740.7%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,605,764$29,546 ▼-1.1%49,3890.7%ManufacturingGDXVanEck Gold Miners ETF$2,484,511$114,011 ▲4.8%47,7240.6%ETFABBVAbbVie$2,444,059$27,843 ▼-1.1%13,1670.6%MedicalABTAbbott Laboratories$2,370,518$2,176 ▼-0.1%17,4290.6%MedicalADPAutomatic Data Processing$2,340,1390.0%7,5880.6%Computer and TechnologyCBChubb$2,155,227$2,897 ▼-0.1%7,4390.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,131,312$90,867 ▲4.5%21,4850.6%FinanceVOOVanguard S&P 500 ETF$2,105,687$268,110 ▼-11.3%3,7070.6%ETFMRKMerck & Co., Inc.$2,072,725$177,556 ▼-7.9%26,1840.5%MedicalTMOThermo Fisher Scientific$2,061,764$44,601 ▲2.2%5,0850.5%MedicalPEPPepsiCo$2,020,476$38,292 ▼-1.9%15,3020.5%Consumer StaplesQQQInvesco QQQ$1,936,808$114,741 ▲6.3%3,5110.5%FinanceVWOVanguard FTSE Emerging Markets ETF$1,936,260$3,215 ▲0.2%39,1480.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,848,137$26,633 ▼-1.4%23,2470.5%ETFACNAccenture$1,837,576$27,498 ▲1.5%6,1480.5%Computer and TechnologyNVDANVIDIA$1,814,515$396,555 ▼-17.9%11,4850.5%Computer and TechnologyGEGE Aerospace$1,808,9370.0%7,0280.5%AerospaceTJXTJX Companies$1,772,205$29,638 ▲1.7%14,3510.5%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,767,310$680,129 ▼-27.8%31,0000.5%ETFIDXXIDEXX Laboratories$1,701,270$40,762 ▲2.5%3,1720.4%MedicalMCDMcDonald's$1,677,056$120,958 ▼-6.7%5,7400.4%Retail/WholesaleGRAYSCALE BITCOIN MINI TR ET$1,655,397$134,607 ▲8.9%34,6680.4%SHS NEWBLACKROCK INC$1,625,288$188,865 ▲13.1%1,5490.4%COMTMUST-Mobile US$1,623,9800.0%6,8160.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,619,226$40,544 ▼-2.4%31,9500.4%ETFBRK.BBerkshire Hathaway$1,615,185$769,460 ▼-32.3%3,3250.4%FinanceRTXRTX$1,570,737$3,212 ▼-0.2%10,7570.4%AerospaceVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,525,443$24,381 ▲1.6%30,3450.4%ManufacturingITWIllinois Tool Works$1,507,978$52,170 ▼-3.3%6,0990.4%IndustrialsORCLOracle$1,504,393$38,260 ▲2.6%6,8810.4%Computer and TechnologyCTASimplify Managed Futures Strategy ETF$1,483,562$112,468 ▲8.2%55,4810.4%ETFBSVVanguard Short-Term Bond ETF$1,413,767$708 ▲0.1%17,9640.4%ETFVIGVanguard Dividend Appreciation ETF$1,399,124$482,407 ▼-25.6%6,8360.4%ETFAEMAgnico Eagle Mines$1,395,1680.0%11,7310.4%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$1,383,656$91,083 ▼-6.2%20,5840.4%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$1,354,8820.0%23,5960.4%ETFCVXChevron$1,325,080$61,285 ▼-4.4%9,2540.3%EnergyTXNTexas Instruments$1,315,896$1,246 ▼-0.1%6,3380.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,305,5440.0%15,6390.3%ETFCICigna Group$1,265,130$28,099 ▼-2.2%3,8270.3%MedicalCLColgate-Palmolive$1,260,965$2,454 ▼-0.2%13,8720.3%Consumer StaplesKKRKKR & Co. Inc.$1,251,0140.0%9,4040.3%FinanceFIDELITY WISE ORIGIN BITCOIN$1,246,495$63,913 ▲5.4%13,2620.3%SHSGRAYSCALE BITCOIN TRUST ETF$1,233,852$29,690 ▼-2.3%14,5450.3%SHS REP COM UTAVGOBroadcom$1,229,3990.0%4,4600.3%Computer and TechnologyLINDE PLC$1,118,994$1,877 ▼-0.2%2,3850.3%SHSUNPUnion Pacific$1,103,924$9,203 ▲0.8%4,7980.3%TransportationRSPInvesco S&P 500 Equal Weight ETF$1,091,894$209,546 ▼-16.1%6,0080.3%ETFMAMastercard$1,082,8580.0%1,9270.3%Business ServicesCSCOCisco Systems$1,079,483$51,341 ▼-4.5%15,5590.3%Computer and TechnologyNEENextEra Energy$1,064,209$99,340 ▼-8.5%15,3300.3%UtilitiesGE VERNOVA INC$1,047,7170.0%1,9800.3%COMUBERUber Technologies$1,047,572$131,553 ▲14.4%11,2280.3%Computer and TechnologyGRAYSCALE ETHEREUM MINI TR E$1,012,322$55,742 ▲5.8%42,6780.3%SHS NEWLOWLowe's Companies$994,8650.0%4,4840.3%Retail/WholesaleVGKVanguard FTSE Europe ETF$968,750$38,750 ▲4.2%12,5000.3%ETFXLKTechnology Select Sector SPDR Fund$961,008$41,023 ▼-4.1%3,7950.3%ETFINDBIndependent Bank$949,5640.0%15,1000.2%FinanceEMREmerson Electric$909,177$64,532 ▼-6.6%6,8190.2%IndustrialsDISWalt Disney$907,009$28,522 ▼-3.0%7,3140.2%Consumer DiscretionaryGOOGAlphabet$897,061$81,599 ▼-8.3%5,0570.2%Computer and TechnologyMCKMcKesson$885,1980.0%1,2080.2%MedicalROCKET LAB CORP$883,805$883,805 ▲New Holding24,7080.2%COMMMM3M$875,0760.0%5,7480.2%Multi-Sector ConglomeratesShowing 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. 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