Aries Wealth Management Top Holdings and 13F Report (2025) About Aries Wealth ManagementInvestment ActivityAries Wealth Management has $368.28 million in total holdings as of March 31, 2025.Aries Wealth Management owns shares of 226 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 4.95% of the portfolio was purchased this quarter.About 2.03% of the portfolio was sold this quarter.This quarter, Aries Wealth Management has purchased 223 new stocks and bought additional shares in 92 stocks.Aries Wealth Management sold shares of 47 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $19,946,830Vanguard Growth ETF $13,896,480Microsoft $13,352,680SPDR S&P 500 ETF Trust $11,179,409Vanguard Mid-Cap ETF $10,735,575 Largest New Holdings this Quarter 90353T100 - Uber Technologies $715,339 HoldingG5960L103 - Medtronic $298,066 Holding92532F100 - Vertex Pharmaceuticals $293,316 Holding701094104 - Parker-Hannifin $282,042 Holding46120E602 - Intuitive Surgical $262,988 Holding Largest Purchases this Quarter Exxon Mobil 13,222 shares (about $1.57M)iShares MSCI EAFE ETF 13,040 shares (about $1.07M)Uber Technologies 9,818 shares (about $715.34K)iShares MSCI Emerging Markets ETF 15,427 shares (about $674.16K)GRAYSCALE BITCOIN MINI TR ET 17,376 shares (about $634.05K) Largest Sales this Quarter Illinois Tool Works 3,048 shares (about $755.93K)Marsh & McLennan Companies 1,762 shares (about $429.98K)Apple 1,701 shares (about $377.84K)FedEx 1,148 shares (about $279.86K)Allstate 1,090 shares (about $225.71K) 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$19,946,830$377,843 ▼-1.9%89,7985.4%Computer and TechnologyVUGVanguard Growth ETF$13,896,480$144,249 ▲1.0%37,4753.8%ETFMSFTMicrosoft$13,352,680$324,714 ▲2.5%35,5703.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$11,179,409$317,174 ▲2.9%19,9853.0%FinanceVOVanguard Mid-Cap ETF$10,735,575$27,414 ▲0.3%41,5112.9%ETFEFAiShares MSCI EAFE ETF$10,657,837$1,065,759 ▲11.1%130,4032.9%FinanceVBVanguard Small-Cap ETF$10,642,891$71,182 ▲0.7%47,9952.9%ETFAMZNAmazon.com$7,958,195$274,165 ▲3.6%41,8282.2%Retail/WholesaleSDYSPDR S&P Dividend ETF$7,097,828$20,352 ▼-0.3%52,3131.9%ETFXOMExxon Mobil$6,974,650$1,572,492 ▲29.1%58,6451.9%EnergyCATCaterpillar$5,933,7620.0%17,9921.6%IndustrialsVTVVanguard Value ETF$5,654,471$188,805 ▲3.5%32,7341.5%ETFHDHome Depot$5,538,219$97,483 ▲1.8%15,1121.5%Retail/WholesaleMETAMeta Platforms$5,453,518$202,879 ▲3.9%9,4621.5%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$5,451,968$674,160 ▲14.1%124,7591.5%FinanceGOOGLAlphabet$5,010,955$406,085 ▲8.8%32,4041.4%Computer and TechnologyJNJJohnson & Johnson$4,870,389$163,684 ▲3.5%29,3681.3%MedicalWMTWalmart$4,868,394$27,390 ▼-0.6%55,4551.3%Retail/WholesaleIWViShares Russell 3000 ETF$4,857,9860.0%15,2941.3%ETFQUALiShares MSCI USA Quality Factor ETF$4,701,867$161,320 ▼-3.3%27,5141.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,683,629$46,958 ▼-1.0%58,6481.3%ManufacturingPXHInvesco FTSE RAFI Emerging Markets ETF$4,536,355$47,393 ▼-1.0%208,6641.2%ETFVVisa$4,532,149$138,081 ▲3.1%12,9321.2%Business ServicesJPMJPMorgan Chase & Co.$4,524,559$135,406 ▲3.1%18,4451.2%FinanceGLDSPDR Gold Shares$4,276,862$95,086 ▲2.3%14,8431.2%FinancePGProcter & Gamble$3,799,343$183,372 ▲5.1%22,2941.0%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$3,665,946$138,898 ▼-3.7%39,1411.0%ETFCOSTCostco Wholesale$3,487,091$132,409 ▲3.9%3,6870.9%Retail/WholesaleLLYEli Lilly and Company$3,365,583$4,955 ▼-0.1%4,0750.9%MedicalFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$3,315,092$104,942 ▲3.3%107,5630.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,142,773$193,199 ▲6.6%38,4390.9%ETFIBMInternational Business Machines$3,030,419$136,763 ▲4.7%12,1870.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,019,117$113,234 ▼-3.6%10,9850.8%ETFWMWaste Management$2,820,718$89,594 ▲3.3%12,1840.8%Business ServicesABBVAbbVie$2,790,1780.0%13,3170.8%MedicalSHYiShares 1-3 Year Treasury Bond ETF$2,787,174$628,334 ▲29.1%33,6900.8%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,615,829$121,760 ▼-4.4%49,9490.7%ManufacturingBRK.BBerkshire Hathaway$2,614,435$80,952 ▲3.2%4,9090.7%FinanceMRKMerck & Co., Inc.$2,551,608$142,988 ▲5.9%28,4270.7%MedicalTMOThermo Fisher Scientific$2,475,560$129,874 ▲5.5%4,9750.7%MedicalACWIiShares MSCI ACWI ETF$2,450,475$42,133 ▲1.7%21,0540.7%ManufacturingPEPPepsiCo$2,337,864$134,046 ▲6.1%15,5920.6%Consumer StaplesADPAutomatic Data Processing$2,318,362$100,825 ▲4.5%7,5880.6%Business ServicesABTAbbott Laboratories$2,314,079$89,273 ▲4.0%17,4450.6%MedicalUNHUnitedHealth Group$2,308,166$34,567 ▲1.5%4,4070.6%MedicalCBChubb$2,249,524$78,819 ▲3.6%7,4490.6%FinanceVEAVanguard FTSE Developed Markets ETF$2,182,132$550,997 ▲33.8%42,9300.6%ETFVOOVanguard S&P 500 ETF$2,147,762$87,884 ▼-3.9%4,1790.6%ETFGDXVanEck Gold Miners ETF$2,093,198$73,690 ▼-3.4%45,5340.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,034,685$54,208 ▲2.7%20,5690.6%FinanceMCDMcDonald's$1,922,325$138,692 ▲7.8%6,1540.5%Retail/WholesaleACNAccenture$1,889,714$231,534 ▲14.0%6,0560.5%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,861,563$2,842 ▲0.2%23,5820.5%ETFTMUST-Mobile US$1,817,895$134,689 ▲8.0%6,8160.5%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,783,350$17,265 ▲1.0%9,1930.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,768,897$19,914 ▼-1.1%39,0830.5%ETFTJXTJX Companies$1,718,720$277,339 ▲19.2%14,1110.5%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$1,658,133$113,411 ▲7.3%32,7500.5%ETFCVXChevron$1,619,702$28,439 ▲1.8%9,6820.4%EnergyITWIllinois Tool Works$1,564,943$755,934 ▼-32.6%6,3100.4%IndustrialsQQQInvesco QQQ$1,548,843$168,342 ▲12.2%3,3030.4%FinanceCTASimplify Managed Futures Strategy ETF$1,517,740$1,184 ▲0.1%51,2750.4%ETFNVDANVIDIA$1,516,778$312,676 ▲26.0%13,9950.4%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,490,014$2,096 ▼-0.1%29,8600.4%ManufacturingEFAViShares MSCI EAFE Min Vol Factor ETF$1,460,221$45,973 ▲3.3%18,7400.4%ETFRTXRTX$1,427,7860.0%10,7790.4%AerospaceGEGE Aerospace$1,406,6540.0%7,0280.4%IndustrialsBSVVanguard Short-Term Bond ETF$1,405,517$3,992 ▼-0.3%17,9550.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,330,820$7,279 ▼-0.5%21,9390.4%ETFCLColgate-Palmolive$1,302,3360.0%13,8990.4%Consumer StaplesIDXXIDEXX Laboratories$1,300,165$70,552 ▲5.7%3,0960.4%MedicalBLACKROCK INC$1,295,731$1,893 ▲0.1%1,3690.4%COMCIThe Cigna Group$1,287,048$658 ▼-0.1%3,9120.3%MedicalAEMAgnico Eagle Mines$1,271,758$20,056 ▼-1.6%11,7310.3%Basic MaterialsRSPInvesco S&P 500 Equal Weight ETF$1,240,500$40,709 ▲3.4%7,1610.3%ETFPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$1,226,756$6,239 ▲0.5%23,5960.3%ETFNEENextEra Energy$1,188,187$77,837 ▲7.0%16,7610.3%UtilitiesIEFAiShares Core MSCI EAFE ETF$1,183,090$50,232 ▲4.4%15,6390.3%ETFGRAYSCALE BITCOIN MINI TR ET$1,162,170$634,050 ▲120.1%31,8490.3%SHS NEWTXNTexas Instruments$1,140,017$23,541 ▲2.1%6,3440.3%Computer and TechnologyUNPUnion Pacific$1,124,030$27,640 ▲2.5%4,7580.3%TransportationLINDE PLC$1,112,414$173,218 ▲18.4%2,3890.3%SHSKKRKKR & Co. Inc.$1,087,1960.0%9,4040.3%FinanceMAMastercard$1,056,227$400,676 ▲61.1%1,9270.3%Business ServicesLOWLowe's Companies$1,045,803$25,655 ▲2.5%4,4840.3%Retail/WholesaleCSCOCisco Systems$1,005,811$78,680 ▼-7.3%16,2990.3%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$970,707$27,437 ▼-2.7%14,8950.3%SHS REP COM UTTRVTravelers Companies$956,803$1,058 ▲0.1%3,6180.3%FinanceINDBIndependent Bank$946,015$78,313 ▼-7.6%15,1000.3%FinanceORCLOracle$937,566$204,542 ▲27.9%6,7060.3%Computer and TechnologyMMCMarsh & McLennan Companies$936,343$429,981 ▼-31.5%3,8370.3%FinanceFIDELITY WISE ORIGIN BITCOIN$905,527$161,285 ▲21.7%12,5820.2%SHSKOCoca-Cola$888,661$14,324 ▲1.6%12,4080.2%Consumer StaplesBMYBristol-Myers Squibb$876,975$98,682 ▼-10.1%14,3790.2%MedicalGOOGAlphabet$861,921$68,741 ▲8.7%5,5170.2%Computer and TechnologyMMM3M$844,1510.0%5,7480.2%Multi-Sector ConglomeratesVGKVanguard FTSE Europe ETF$842,5200.0%12,0000.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$828,155$52,510 ▼-6.0%13,9420.2%ETFMDLZMondelez International$825,870$93,022 ▲12.7%12,1720.2%Consumer StaplesXLKTechnology Select Sector SPDR Fund$817,041$15,899 ▲2.0%3,9570.2%ETFShowing 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.
