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

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About Aries Wealth Management

Investment Activity

Aries Wealth Management has $280.42 million in total holdings as of December 31, 2023.
Aries Wealth Management owns shares of 201 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 4.89% of the portfolio was purchased this quarter.
About 3.02% of the portfolio was sold this quarter.
This quarter, Aries Wealth Management has purchased 200 new stocks and bought additional shares in 48 stocks.
Aries Wealth Management sold shares of 94 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $18,278,028
Microsoft: $13,302,097
Vanguard Small-Cap ETF: $9,496,385
Vanguard Growth ETF: $9,074,587
Vanguard Mid-Cap ETF: $8,830,084

Largest New Holdings this Quarter

iShares iBonds Dec 2025 Term Treasury ETF: $691,812 Holding
iShares Core S&P 500 ETF: $527,781 Holding
QUALCOMM: $242,834 Holding
Netflix: $234,676 Holding
Intercontinental Exchange: $228,220 Holding

Largest Purchases this Quarter

Amazon.com: 10,833 shares (about $1.65M)
Vanguard Growth ETF: 4,770 shares (about $1.48M)
iShares MSCI EAFE ETF: 15,670 shares (about $1.18M)
SPDR S&P Dividend ETF: 6,506 shares (about $813.05K)
Vanguard Mid-Cap ETF: 3,287 shares (about $764.69K)

Largest Sales this Quarter

Exxon Mobil: 7,068 shares (about $706.66K)
Independent Bank: 6,800 shares (about $447.51K)
Home Depot: 1,262 shares (about $437.33K)
Procter & Gamble: 2,104 shares (about $308.32K)
Apple: 1,450 shares (about $279.17K)

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	$18,278,028	$279,168 ▼	-1.5%	94,936	6.5%	Computer and Technology
MSFT Microsoft	$13,302,097	$168,467 ▼	-1.3%	35,374	4.7%	Computer and Technology
VB Vanguard Small-Cap ETF	$9,496,385	$733,855 ▲	8.4%	44,515	3.4%	ETF
VUG Vanguard Growth ETF	$9,074,587	$1,482,898 ▲	19.5%	29,190	3.2%	ETF
VO Vanguard Mid-Cap ETF	$8,830,084	$764,688 ▲	9.5%	37,956	3.1%	ETF
SPY SPDR S&P 500 ETF Trust	$7,386,317	$503,829 ▲	7.3%	15,540	2.6%	Finance
SDY SPDR S&P Dividend ETF	$6,887,597	$813,055 ▲	13.4%	55,114	2.5%	ETF
AMZN Amazon.com	$6,289,860	$1,645,966 ▲	35.4%	41,397	2.2%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$6,056,934	$1,180,734 ▲	24.2%	80,384	2.2%	Finance
CAT Caterpillar	$5,359,906	$147,835 ▼	-2.7%	18,128	1.9%	Industrial Products
HD Home Depot	$5,081,295	$437,332 ▼	-7.9%	14,663	1.8%	Retail/Wholesale
XOM Exxon Mobil	$4,867,126	$706,659 ▼	-12.7%	48,681	1.7%	Oils/Energy
JNJ Johnson & Johnson	$4,808,000	$71,630 ▼	-1.5%	30,675	1.7%	Medical
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$3,882,900	$364,050 ▲	10.3%	55,249	1.4%	Manufacturing
GOOGL Alphabet	$3,861,451	$1,118 ▲	0.0%	27,643	1.4%	Computer and Technology
V Visa	$3,550,393	$39,053 ▼	-1.1%	13,637	1.3%	Business Services
QUAL iShares MSCI USA Quality Factor ETF	$3,522,237	$126,982 ▲	3.7%	23,938	1.3%	ETF
MRK Merck & Co., Inc.	$3,321,948	$117,306 ▼	-3.4%	30,471	1.2%	Medical
META Meta Platforms	$3,272,360	$133,797 ▼	-3.9%	9,245	1.2%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$3,245,502	$105,114 ▼	-3.1%	63,296	1.2%	Manufacturing
WMT Walmart	$3,195,881	$71,415 ▼	-2.2%	20,272	1.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$3,095,310	$178,265 ▼	-5.4%	18,197	1.1%	Finance
PG Procter & Gamble	$3,066,203	$308,320 ▼	-9.1%	20,924	1.1%	Consumer Staples
IWV iShares Russell 3000 ETF	$2,979,112		0.0%	10,883	1.1%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$2,858,473	$92,466 ▲	3.3%	36,633	1.0%	ETF
PEP PepsiCo	$2,721,516	$10,021 ▼	-0.4%	16,024	1.0%	Consumer Staples
TMO Thermo Fisher Scientific	$2,622,633	$531 ▲	0.0%	4,941	0.9%	Medical
PXH Invesco FTSE RAFI Emerging Markets ETF	$2,597,294	$529,261 ▲	25.6%	135,984	0.9%	ETF
EEM iShares MSCI Emerging Markets ETF	$2,523,539	$455,981 ▲	22.1%	62,759	0.9%	Finance
COST Costco Wholesale	$2,453,517	$136,637 ▼	-5.3%	3,717	0.9%	Retail/Wholesale
GLD SPDR Gold Shares	$2,440,285	$196,523 ▲	8.8%	12,765	0.9%	Finance
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$2,412,878		0.0%	78,878	0.9%	ETF
ITW Illinois Tool Works	$2,334,671	$6,287 ▼	-0.3%	8,913	0.8%	Industrial Products
UNH UnitedHealth Group	$2,097,456	$24,744 ▲	1.2%	3,984	0.7%	Medical
ABBV AbbVie	$2,026,698	$28,205 ▼	-1.4%	13,078	0.7%	Medical
LLY Eli Lilly and Company	$2,001,164	$30,312 ▼	-1.5%	3,433	0.7%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$1,928,911	$122,399 ▼	-6.0%	24,931	0.7%	ETF
IBM International Business Machines	$1,903,231	$4,089 ▼	-0.2%	11,637	0.7%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,860,598	$1,193 ▲	0.1%	10,919	0.7%	ETF
ACWI iShares MSCI ACWI ETF	$1,852,316	$146,854 ▲	8.6%	18,201	0.7%	Manufacturing
MCD McDonald's	$1,838,065	$69,087 ▼	-3.6%	6,199	0.7%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$1,798,983	$61,582 ▲	3.5%	4,119	0.6%	ETF
BRK.B Berkshire Hathaway	$1,677,372	$38,163 ▼	-2.2%	4,703	0.6%	Finance
ABT Abbott Laboratories	$1,676,036	$2,311 ▲	0.1%	15,227	0.6%	Medical
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$1,666,920		0.0%	34,800	0.6%	ETF
CB Chubb	$1,658,388	$2,486 ▼	-0.1%	7,338	0.6%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$1,650,535	$198,102 ▼	-10.7%	40,159	0.6%	ETF
CVX Chevron	$1,646,130	$82,635 ▼	-4.8%	11,036	0.6%	Oils/Energy
IDXX IDEXX Laboratories	$1,586,333	$122,111 ▲	8.3%	2,858	0.6%	Medical
ACN Accenture	$1,575,586	$3,860 ▼	-0.2%	4,490	0.6%	Business Services
VTV Vanguard Value ETF	$1,542,840	$600,990 ▲	63.8%	10,320	0.6%	ETF
WM Waste Management	$1,515,544	$9,492 ▼	-0.6%	8,462	0.5%	Business Services
TREX Trex	$1,423,988		0.0%	17,200	0.5%	Construction
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,421,613		0.0%	29,935	0.5%	Manufacturing
JPST JPMorgan Ultra-Short Income ETF	$1,392,376		0.0%	27,720	0.5%	ETF
NKE NIKE	$1,369,936	$1,086 ▼	-0.1%	12,618	0.5%	Consumer Discretionary
EFAV iShares MSCI EAFE Min Vol Factor ETF	$1,343,185	$7,142 ▲	0.5%	19,371	0.5%	ETF
GDX VanEck Gold Miners ETF	$1,317,367	$150,088 ▲	12.9%	42,482	0.5%	ETF
ADP Automatic Data Processing	$1,306,729		0.0%	5,609	0.5%	Business Services
BSV Vanguard Short-Term Bond ETF	$1,285,849	$13,864 ▼	-1.1%	16,695	0.5%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,283,641	$64,561 ▲	5.3%	22,865	0.5%	ETF
CL Colgate-Palmolive	$1,234,309	$9,884 ▼	-0.8%	15,485	0.4%	Consumer Staples
BMY Bristol-Myers Squibb	$1,223,487	$104,518 ▼	-7.9%	23,845	0.4%	Medical
CI The Cigna Group	$1,198,998	$17,967 ▼	-1.5%	4,004	0.4%	Medical
CSCO Cisco Systems	$1,183,178	$808 ▼	-0.1%	23,420	0.4%	Computer and Technology
MMC Marsh & McLennan Companies	$1,116,926	$20,652 ▲	1.9%	5,895	0.4%	Finance
TMUS T-Mobile US	$1,114,935	$218,530 ▼	-16.4%	6,954	0.4%	Computer and Technology
UNP Union Pacific	$1,095,220	$2,947 ▲	0.3%	4,459	0.4%	Transportation
TJX TJX Companies	$1,080,597	$72,703 ▲	7.2%	11,519	0.4%	Retail/Wholesale
TXN Texas Instruments	$1,061,454	$511 ▼	0.0%	6,227	0.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,050,647	$34,160 ▲	3.4%	4,429	0.4%	ETF
INDB Independent Bank	$1,045,721	$447,508 ▼	-30.0%	15,890	0.4%	Finance
PFE Pfizer	$1,045,682	$179,477 ▼	-14.6%	36,321	0.4%	Medical
BLK BlackRock	$1,003,385	$142,065 ▲	16.5%	1,236	0.4%	Finance
LOW Lowe's Companies	$996,801	$87,462 ▼	-8.1%	4,479	0.4%	Retail/Wholesale
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF	$950,767	$82,702 ▲	9.5%	20,061	0.3%	ETF
RTX RTX	$941,779	$47,623 ▼	-4.8%	11,193	0.3%	Aerospace
CTA Simplify Managed Futures Strategy ETF	$927,952	$165,200 ▲	21.7%	39,320	0.3%	ETF
KO Coca-Cola	$917,304	$83,798 ▼	-8.4%	15,566	0.3%	Consumer Staples
GE General Electric	$896,984	$95,978 ▼	-9.7%	7,028	0.3%	Transportation
SHV iShares Short Treasury Bond ETF	$845,688	$112,663 ▼	-11.8%	7,679	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$811,597	$46,778 ▼	-5.4%	5,951	0.3%	ETF
LINDE PLC	$809,920	$6,571 ▲	0.8%	1,972	0.3%	SHS
NEE NextEra Energy	$805,595	$95,483 ▼	-10.6%	13,263	0.3%	Utilities
INTC Intel	$793,749	$21,809 ▲	2.8%	15,796	0.3%	Computer and Technology
HON Honeywell International	$789,978	$51,589 ▼	-6.1%	3,767	0.3%	Multi-Sector Conglomerates
DIS Walt Disney	$785,162	$222,565 ▲	39.6%	8,696	0.3%	Consumer Discretionary
VGK Vanguard FTSE Europe ETF	$773,760		0.0%	12,000	0.3%	ETF
EMR Emerson Electric	$766,863		0.0%	7,879	0.3%	Industrial Products
FDX FedEx	$752,080	$12,649 ▲	1.7%	2,973	0.3%	Transportation
KKR KKR & Co. Inc.	$750,621		0.0%	9,060	0.3%	Finance
XLK Technology Select Sector SPDR Fund	$733,926	$8,662 ▼	-1.2%	3,813	0.3%	ETF
AZN AstraZeneca	$705,155	$606 ▼	-0.1%	10,470	0.3%	Medical
IBTF iShares iBonds Dec 2025 Term Treasury ETF	$691,812	$691,812 ▲	New Holding	29,717	0.2%	Manufacturing
QDF FlexShares Quality Dividend Index Fund	$688,090	$34,395 ▼	-4.8%	11,183	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$685,325		0.0%	4,343	0.2%	ETF
STZ Constellation Brands	$684,394	$62,855 ▼	-8.4%	2,831	0.2%	Consumer Staples
AXP American Express	$683,604	$76,997 ▼	-10.1%	3,649	0.2%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$677,897	$4,512 ▼	-0.7%	8,263	0.2%	Manufacturing
MMM 3M	$649,142	$11,041 ▼	-1.7%	5,938	0.2%	Multi-Sector Conglomerates

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